Your always-on compliance officer, priced per provider.
Holdmark Health continuously scans chart notes, billing files, and policy documents for HIPAA and payer-documentation gaps — generating audit-ready reports on demand, watching HHS and state-privacy changes for you, and pushing bite-sized training to your front desk and clinical staff.
No compliance officer needed.
Solo and small-group medical, dental, and mental-health practices. Replaces the binder nobody updates — and the $80K–$120K generalist you can’t justify.
holdmarkhealth.com / practice
Today · chart-note audit
- high
Unsigned progress note · visit 9/12
Pt chart · encounter #04812
- med
LCD coverage criterion · CPT 99214
Billing file · claim #C-9241
- low
Acknowledged consent form · annual
Pt chart · encounter #04793
1 new HHS rule · effective in 21 days — flagged for owner review
Replaces the patchwork of
- Hand binders nobody updates
- Quarterly consultant retainers
- Separate training, audit, and breach tools
- Spreadsheets of policy versions
A note from the founder
Why Holdmark exists.
Most small practices I talk to are stuck in the same place. Hiring a full-time compliance officer costs eighty to a hundred and twenty thousand dollars a year — money that, for a one-or-two-provider office, simply is not there. The alternative is a binder on a shelf, last reviewed by someone who left two years ago.
Holdmark exists to live in that gap. It watches what a binder can’t — chart notes, billing files, and policy documents — and flags the moment a gap opens. It produces the packets an auditor asks for, drafts the notifications a breach rule demands, and pushes the training people actually finish.
That changes what a Tuesday looks like. Providers see patients. Front-desk staff handle intake. Nobody stays late reconciling a policy version, and nobody hires a six-figure generalist just to feel covered.
I built this to last. Transparent pricing will always beat chasing revenue I’m not proud of, and I’d rather have fewer practices genuinely protected than a long list of names who feel better and aren’t.
— The Holdmark team
Built for
Practices that can’t justify a $80K compliance hire, but can’t skip compliance either.
Medical practices
One to four providers — primary care, specialty clinics, occupational health, urgent care.
Dental practices
Single-chair and small-group dental groups handling insurance, x-ray retention, and patient portal access.
Mental-health practices
Therapy groups, psychiatry, and integrated behavioral-health practices — where documentation standards differ from medical.
What practice owners say
Built for practices just like yours.
A solo therapist, a four-operatory dental office, and a three-provider pediatric clinic — each with a different compliance shape, each on Holdmark.
“I don't have time to track every HIPAA-evidence change between sessions. Holdmark does, and the monthly report lands before my last client leaves.”
Dr. M. Alvarez, LCSW
Solo therapist · 1 provider · Brooklyn, NY
“Audit-ready packets used to mean a week of digging through inboxes. Now I email one PDF and move on to my next op.”
K. Pham, DDS
Dental office owner · 4 ops · San Jose, CA
“Role-based training and policy versioning was the part I kept dropping. The dashboard flags what lapsed for which staff, so I close the gap the same week.”
Dr. R. Okafor, FAAP
Pediatric clinic owner · 3 providers · Atlanta, GA
If something goes wrong
A guided workflow, from first signal to closed file.
The HHS breach-notification clock is unforgiving — sixty days from discovery for federal notice, faster for some states. Holdmark drafts the notifications, sets the deadlines against your discovery date, and tracks every required step so nothing quietly slips.
Day 0
Discovery logged, scope contained
Document what was accessed, by whom, and what was exposed. Holdmark pre-fills the HIPAA breach-risk assessment.
Day 1–10
Investigation + notification prep
Affected individuals are identified; notification drafts are ready. Holdmark tracks state-specific timelines (e.g., CA, NY, TX) on top of the federal clock.
Day 60
Federal notice deadline
HHS submission ready, media notice prepared for breaches affecting 500+. Templates already drafted in your voice.
Pricing
Per provider. Same band you already pay for software, not staff.
Three per-provider plans, starting at $99 / provider / month — switch up or down at any time.
FAQ
Questions practices ask before signing on.
Specialty coverage, data handling, breach workflow, and what happens to your existing binder — answered in one place.
Replace the binder, not the practice.
Tell us about your practice — provider count, specialty, where you’re licensed, and what’s on the regulatory radar for you this quarter. We’ll come back with the plan that fits and a trial scope.