Choosing a HIPAA Compliant Patient Access Solution


Choosing a HIPAA-compliant patient access solution starts with identifying what your organization needs such as technology, hand-on support, or even both. Platforms like NextGen Healthcare, athenahealth, and Tebra provide patient engagement tools within their EHR ecosystems, while service partners like ROI CX Solutions provide trained teams to manage patient access workflows using your existing systems.


Which platforms handle patient access inside the EHR?

NextGen Healthcare, athenahealth, and Tebra offer patient access tools connected to their respective healthcare technology ecosystems. The right choice depends on your existing EHR and the features your practice needs.

NextGen Healthcare

NextGen offers patient engagement tools including self-scheduling, patient portals, and digital communication. 

athenahealth

athenaOne offers online scheduling, digital check-in, patient communication, and waitlist scheduling. It suits practices looking to manage patient engagement alongside other practice workflows. 

Tebra

Tebra focuses on independent practices. Its patient access tools include online scheduling, digital intake forms, appointment reminders, secure messaging, and patient portals.

What does a service partner add?

A service partner provides staff to manage patient access tasks that software cannot complete on its own. This includes answering calls, scheduling appointments, following up on referrals, and contacting patients who have not confirmed appointments. ROI CX Solutions helps healthcare organizations manage these workflows without requiring them to replace their existing technology.

What should a HIPAA compliant solution include?

A suitable solution should protect patient information through clear contractual, technical, and operational safeguards.

Contract protections

Require a BAA when applicable and confirm that relevant subcontractors have appropriate agreements in place.

Technical safeguards

Look for role-based access, encryption, audit logs, and prompt removal of access when employees leave or change roles.

People and process

Confirm that staff receive HIPAA training, follow the minimum necessary standard for accessing PHI, and follow documented incident reporting procedures. Learn more about ROI CX Solutions security and compliance approach. 

What should you ask any vendor?

Ask five key questions:

  1. Will you sign a BAA when required?
  2. How is access to patient records controlled and audited?
  3. How quickly are suspected breaches reported?
  4. Which EMRs do you currently support?
  5. What performance reports will you provide?

Also confirm implementation requirements and how the vendor will coordinate with your internal team.

Where does ROI fit?

ROI CX Solutions is a strong option for healthcare organizations that need people to manage patient access, not just software to support it. Our dedicated teams help handle patient communication and administrative workflows within existing healthcare operations.

How does ROI work with your EMR?

ROI’s service model is designed to work within any healthcare organization’s existing EMR/EHR systems and workflows. The organization determines appropriate user permissions and access requirements.

What results has ROI delivered?

ROI CX Solutions helps healthcare organizations improve patient access by making it easier for patients to reach the right support when they need it.

For Treasure Coast Community Health, ROI provided bilingual RNs to handle patient calls, nurse triage, medication questions, and prescription refills. The team helped reduce the call abandonment rate from 27% to less than 5% and answered calls in an average of 30 seconds, helping patients connect with care instead of waiting on hold or just giving up.

With dedicated staff and technology supporting existing healthcare workflows, ROI helps organizations address access barriers while allowing clinical teams to focus on patient care.

Read more case studies.

How do groups get started?

Start with a review of your patient access workflows, security requirements, and existing technology. ROI CX Solutions can then help determine which of our services fit your operational needs. 

Contact us today to discuss how a dedicated team can help your organization improve patient access while working within your existing systems.