01 / THE PRACTICAL DIFFERENCE
Bring the right people to the conversation
Include the business sponsor, IT contact, and designated compliance owner. Describe the workflows and systems in broad terms; patient records and credentials do not belong in the website form.
02 / THE PRACTICAL DIFFERENCE
Connect safeguards and operations
Discuss identity, endpoints, networks, backup, vendor responsibilities, and supporting evidence. HHS describes HIPAA safeguards across administrative, physical, and technical areas; technology support is one part of that wider program.
03 / THE PRACTICAL DIFFERENCE
Agree the discovery boundary
Define the assessment scope, approved access process, documentation expectations, and responsible parties. A planning guide or IT engagement does not certify HIPAA compliance.