Information Privacy & Security Services

Not Sure What to Do With All That Old Client Data, Or How Long You Even Have to Keep It?

Managing sensitive data is more than just keeping it locked down. It’s about knowing exactly what to keep, for how long, and how to dispose of it securely when the time comes.

Without clear data retention practices, ABA agencies can quickly find themselves scrambling during audits or storing outdated files that increase breach risk. Whether it's over-retention that exposes legacy data or under-retention that leaves gaps in your documentation trail, the consequences can be costly.

We help ABA agencies manage the entire data lifecycle with confidence from storage and retention policies to compliant, secure data destruction.

Are you…

• Hanging on to years of old records “just in case”

• Unsure what your retention obligations really are under HIPAA or state law

• Worried about how to safely get rid of outdated or unused files

• Lacking a clear, documented process for managing data access and disposal

• Concerned about the security risks tied to unmanaged legacy data

We've got you covered.

We’ll guide you in setting up practical, compliant, policy-driven systems that protect client privacy, meet your regulatory requirements, and reduce risk across your organization.

Because data security doesn’t end when services do, your safeguards should cover the full lifecycle.

Worried Your Privacy Policies Are Too Generic, or Worse, Missing Entirely?

Cookie-cutter policies might check a box, but they rarely reflect how your agency actually operates. And when it comes to data privacy and security, one-size-fits-all just won’t cut it.

Without clear, customized policies, ABA agencies risk not only non-compliance with HIPAA and state laws, but also operational confusion, staff non-adherence, and increased liability in the event of a breach or complaint.

We work with you to build customized privacy and security policies that align with your real-world systems, staffing, and workflows while meeting key regulatory standards like HIPAA and state-level laws.

Are you…

• Relying on outdated or boilerplate templates you’re not sure are compliant

• Unsure how your policies apply to remote staff or digital tools

• Getting pushback from staff who don’t understand or follow existing procedures

• Concerned you’d be unprepared if a breach or complaint occurred

• Trying to bridge the gap between what’s written and what’s actually done

We can help.

We translate complex requirements into clear, actionable policies that fit your agency’s size, structure, and culture so they’re not just technically correct, but practically useful.

Compliance starts with policies that actually make sense for you and your team.

Feeling Overwhelmed Trying to Keep Up With Privacy Regulations That Seem to Change Overnight?

Whether it’s HIPAA, state-specific laws, or evolving payer expectations, ABA agencies are under growing pressure to stay compliant with complex (and sometimes unclear) privacy and security rules.

Missing even one requirement can lead to audit findings, lost contracts, or costly investigations—especially when regulatory agencies come knocking.

That’s why we provide expert, agency-specific guidance to help you stay ahead of regulatory requirements without drowning in legal jargon—or exposing your organization to avoidable risk.

If you're feeling…

• Unsure how HIPAA applies to your specific programs or tech tools

• Struggling to interpret overlapping federal, state, and payer rules

• Afraid you’re missing a critical step in your privacy or breach response process

• Tired of spending hours researching what you might need to do

• Looking for someone who understands both the regulatory requirements and the reality of running an ABA agency

We're here for you.

We break down privacy and security regulations into plain language, then help you apply them strategically across your operations—so you're not just checking boxes, you're building defensible systems that protect your clients, your staff, and your business.

Because staying compliant shouldn’t mean staying confused.

Worried Your Team Might Be Your Biggest Privacy Risk, Without Even Knowing It?

Even the best-written policies can fall apart if your staff doesn’t understand how to apply them. In today’s digital world, one small misstep—a rushed email, a lost device, or an offhand comment—can trigger a reportable breach, regulatory investigation, or loss of client trust.

That’s why we offer practical, ABA-specific training to help your team not only know the rules, but live them in their daily work—reducing the chance that human error becomes a compliance crisis.

If you're…

• Not confident your staff fully understands HIPAA or data privacy basics

• Seeing inconsistent practices when it comes to sharing or storing client info

• Concerned about remote workers and how they handle protected data

• Tired of generic trainings that don’t speak to the realities of ABA

• Ready to move beyond check-the-box training and actually reduce your risk

We'd love the chance to help you.

Our trainings focus on real-world ABA scenarios, clear expectations, and actionable takeaways—so your team walks away knowing exactly how to protect client data and why it matters.

Because protecting privacy starts with people, not just policies—and your biggest vulnerability can also become your greatest strength.

Feeling the Weight of Keeping Client Data Safe and Worried You’re Missing Something?

Privacy and security requirements can feel overwhelming, especially when you’re already stretched thin managing clinical care, operations, and staff. But even unintentional oversights—like unsecured systems, vague protocols, or inconsistent practices—can lead to reportable breaches, failed audits, or reputational damage.

Our expert support is designed to cut through the complexity and help you feel confident that your agency is protected, prepared, and compliant before anything goes wrong..

If you feel like you're…

• Constantly second-guessing whether your systems are secure enough

• Unsure how to balance client privacy with practical workflows

• Feeling like you may be one mistake away from a costly breach or audit

• Overwhelmed by the pressure to “get it right” with limited time and resources

• Looking for someone who actually understands ABA not just HIPAA

Then we're the folks for you.

We bring you clear guidance, tailored strategies, and hands-on help so you’re not just hoping your safeguards are enough, you know they are.

Because peace of mind isn’t just possible, it’s part of the plan.