Annual reviews
As of Oct 7, 2026. Whole organization.
Schedule
Most urgent first.
Pinecrest Text Reminders
Never reviewed.
Greyhawk Imaging Reads
Follow-up Oct 17, 2026 (in 10 days). Last reviewed Jul 19, 2026.
Approved with conditions: No owner since the radiology lead left. Practice manager to assign one. No signed BAA in the compliance share; ask radiology for their copy.
Ironbark IT Services
Follow-up Oct 17, 2026 (in 10 days). Last reviewed Sep 17, 2026.
Escalated: Working with administrator access and no signed BAA. Theo to get their legal team to sign this month, or remove their access.
Vaultline Backup
Due Oct 20, 2026 (in 13 days). Last reviewed Apr 20, 2026.
Kiteway Check-In
Due Oct 22, 2026 (in 15 days). Last reviewed Oct 22, 2025.
Clearview Facility Services
Due Oct 27, 2026 (in 20 days).
Northgate Revenue Partners
Follow-up Oct 27, 2026 (in 20 days). Last reviewed Jul 29, 2026.
Approved with conditions: SOC 2 report requested. Confirm Keystone Coding signed flow-down terms before the next review.
Chimeline Patient Messaging
Follow-up Nov 6, 2026 (in 30 days). Last reviewed Aug 8, 2026.
Approved with conditions: Vendor agreed to amend breach notice to 30 days. Amendment is pending their signature.
Quillstone Transcription
Due Nov 11, 2026 (in 35 days). Last reviewed Nov 11, 2025.
Hollis and Reyes LLP
Due Dec 11, 2026 (in 65 days). Last reviewed Dec 11, 2025.
Tillway Payments
Due Dec 26, 2026 (in 80 days).
Bridgewater Claims Exchange
Due Mar 21, 2027 (in 165 days). Last reviewed Mar 21, 2026.
Tallgrass Analytics
Due Apr 10, 2027 (in 185 days). Last reviewed Apr 10, 2026.
Larkspur Clinical Cloud
Due May 20, 2027 (in 225 days). Last reviewed May 20, 2026.
Evenstar Answering Service
Due Jun 19, 2027 (in 255 days). Last reviewed Jun 19, 2026.
Copperleaf Voice Notes
Due Jun 29, 2027 (in 265 days). Last reviewed Jun 29, 2026.
Paperwise Secure Shred
Due Jul 9, 2027 (in 275 days). Last reviewed Jul 9, 2026.
Bluefern Telehealth
Due Aug 23, 2027 (in 320 days). Last reviewed Aug 23, 2026.
Cobalt Lab Link
Due Aug 28, 2027 (in 325 days). Last reviewed Aug 28, 2026.
Brightwater CPA Group
Due Dec 11, 2027 (in 430 days). Last reviewed Dec 11, 2025.
Pinecrest Office Supply
Due Dec 11, 2027 (in 430 days).
Ledgerly Payroll
Due Mar 21, 2028 (in 531 days). Last reviewed Mar 21, 2026.
Completed reviews
Who reviewed what, and when. Reviews are never edited; a correction is a new review.
| Date | Vendor | Reviewer | Outcome | Record |
|---|---|---|---|---|
| Sep 17, 2026 | Ironbark IT Services | Marisol Vance | Escalated | Open the record |
| Aug 28, 2026 | Cobalt Lab Link | Marisol Vance | Approved | Open the record |
| Aug 23, 2026 | Bluefern Telehealth | Marisol Vance | Approved | Open the record |
| Aug 8, 2026 | Chimeline Patient Messaging | Marisol Vance | Approved with conditions | Open the record |
| Jul 29, 2026 | Northgate Revenue Partners | Marisol Vance | Approved with conditions | Open the record |
| Jul 19, 2026 | Greyhawk Imaging Reads | Marisol Vance | Approved with conditions | Open the record |
| Jul 9, 2026 | Paperwise Secure Shred | Marisol Vance | Approved | Open the record |
| Jun 29, 2026 | Copperleaf Voice Notes | Marisol Vance | Approved | Open the record |
| Jun 19, 2026 | Evenstar Answering Service | Marisol Vance | Approved | Open the record |
| May 20, 2026 | Larkspur Clinical Cloud | Marisol Vance | Approved | Open the record |
| May 10, 2026 | Cobalt Lab Link | Marisol Vance | Approved with conditions | Open the record |
| Apr 20, 2026 | Vaultline Backup | Marisol Vance | Approved | Open the record |
| Apr 10, 2026 | Tallgrass Analytics | Marisol Vance | Approved | Open the record |
| Mar 21, 2026 | Ledgerly Payroll | Marisol Vance | Approved | Open the record |
| Mar 21, 2026 | Bridgewater Claims Exchange | Marisol Vance | Approved | Open the record |
| Dec 11, 2025 | Brightwater CPA Group | Marisol Vance | Approved | Open the record |
| Dec 11, 2025 | Hollis and Reyes LLP | Marisol Vance | Approved | Open the record |
| Nov 11, 2025 | Quillstone Transcription | Marisol Vance | Approved | Open the record |
| Oct 22, 2025 | Kiteway Check-In | Marisol Vance | Approved | Open the record |