Salesforce health check consulting in Fort Myers.

Yes, by testing access rather than assuming it. We review which users and integrations can reach referral records, whether sensitive fields are encrypted and tracked, how portal and guest access is configured and whether patient details appear in notes, attachments or email logs. The report tells you where protection is sufficient, where it is not and what to change. It supports, but does not replace, your formal HIPAA risk assessment.

It gives you an objective view of the org they built and maintain: design quality, test coverage, documentation, security settings and technical debt. We report what we find without assigning blame, since many issues come from changing requirements rather than poor work. The findings help you have a factual conversation with your current partner or decide whether a change is warranted.

No. Most of the analysis runs quietly under a read-only login that you create for us and delete afterward. We need short interviews with a few users and whoever owns security or compliance, plus any existing documentation. We make no edits of any kind while the assessment is underway. Leadership then hears the results in a single working session, with findings ranked so priorities can be agreed before anyone leaves the table.