Managing Vendors and BAAs
Vendors keeps outside services, business associate status, BAA records, notes, and reviews simple to track.
Organization5 min read
Organization
Vendors
Track outside services, PHI access, BAA status, and follow-up.
All 12BAA on file 8Needs Review 2
| Vendor | Service | BAA Status | Review |
|---|---|---|---|
| Cloud EHR Vendor | EHR hosting and support | BAA on file | May 2027 |
| Billing Service | Claims and payment processing | BAA on file | Review due |
| Secure Email Provider | Encrypted email | In progress | July 2026 |
Use one record per outside service
Vendor records are the place to track service purpose, contact notes, BAA status, and review dates for outside services.
When a Vendor supports a specific workstream, link it from the related work page so the workbench and export both show the relationship without extra duplicate notes.
Treat BAAs as supporting records inside the Vendor
BAA evidence and review work belong under the parent Vendor. That keeps follow-up tied to the service rather than creating a separate readiness task with no context.