Annual reviews
As of Oct 6, 2026. Whole organization.
Schedule
Most urgent first.
Pinecrest Text Reminders
Never reviewed.
Greyhawk Imaging Reads
Follow-up Oct 16, 2026 (in 10 days). Last reviewed Jul 18, 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 16, 2026 (in 10 days). Last reviewed Sep 16, 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 19, 2026 (in 13 days). Last reviewed Apr 19, 2026.
Kiteway Check-In
Due Oct 21, 2026 (in 15 days). Last reviewed Oct 21, 2025.
Clearview Facility Services
Due Oct 26, 2026 (in 20 days).
Northgate Revenue Partners
Follow-up Oct 26, 2026 (in 20 days). Last reviewed Jul 28, 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 5, 2026 (in 30 days). Last reviewed Aug 7, 2026.
Approved with conditions: Vendor agreed to amend breach notice to 30 days. Amendment is pending their signature.
Quillstone Transcription
Due Nov 10, 2026 (in 35 days). Last reviewed Nov 10, 2025.
Hollis and Reyes LLP
Due Dec 10, 2026 (in 65 days). Last reviewed Dec 10, 2025.
Tillway Payments
Due Dec 25, 2026 (in 80 days).
Bridgewater Claims Exchange
Due Mar 20, 2027 (in 165 days). Last reviewed Mar 20, 2026.
Tallgrass Analytics
Due Apr 9, 2027 (in 185 days). Last reviewed Apr 9, 2026.
Larkspur Clinical Cloud
Due May 19, 2027 (in 225 days). Last reviewed May 19, 2026.
Evenstar Answering Service
Due Jun 18, 2027 (in 255 days). Last reviewed Jun 18, 2026.
Copperleaf Voice Notes
Due Jun 28, 2027 (in 265 days). Last reviewed Jun 28, 2026.
Paperwise Secure Shred
Due Jul 8, 2027 (in 275 days). Last reviewed Jul 8, 2026.
Bluefern Telehealth
Due Aug 22, 2027 (in 320 days). Last reviewed Aug 22, 2026.
Cobalt Lab Link
Due Aug 27, 2027 (in 325 days). Last reviewed Aug 27, 2026.
Brightwater CPA Group
Due Dec 10, 2027 (in 430 days). Last reviewed Dec 10, 2025.
Pinecrest Office Supply
Due Dec 10, 2027 (in 430 days).
Ledgerly Payroll
Due Mar 20, 2028 (in 531 days). Last reviewed Mar 20, 2026.
Completed reviews
Who reviewed what, and when. Reviews are never edited; a correction is a new review.
| Date | Vendor | Reviewer | Outcome | Record |
|---|---|---|---|---|
| Sep 16, 2026 | Ironbark IT Services | Marisol Vance | Escalated | Open the record |
| Aug 27, 2026 | Cobalt Lab Link | Marisol Vance | Approved | Open the record |
| Aug 22, 2026 | Bluefern Telehealth | Marisol Vance | Approved | Open the record |
| Aug 7, 2026 | Chimeline Patient Messaging | Marisol Vance | Approved with conditions | Open the record |
| Jul 28, 2026 | Northgate Revenue Partners | Marisol Vance | Approved with conditions | Open the record |
| Jul 18, 2026 | Greyhawk Imaging Reads | Marisol Vance | Approved with conditions | Open the record |
| Jul 8, 2026 | Paperwise Secure Shred | Marisol Vance | Approved | Open the record |
| Jun 28, 2026 | Copperleaf Voice Notes | Marisol Vance | Approved | Open the record |
| Jun 18, 2026 | Evenstar Answering Service | Marisol Vance | Approved | Open the record |
| May 19, 2026 | Larkspur Clinical Cloud | Marisol Vance | Approved | Open the record |
| May 9, 2026 | Cobalt Lab Link | Marisol Vance | Approved with conditions | Open the record |
| Apr 19, 2026 | Vaultline Backup | Marisol Vance | Approved | Open the record |
| Apr 9, 2026 | Tallgrass Analytics | Marisol Vance | Approved | Open the record |
| Mar 20, 2026 | Ledgerly Payroll | Marisol Vance | Approved | Open the record |
| Mar 20, 2026 | Bridgewater Claims Exchange | Marisol Vance | Approved | Open the record |
| Dec 10, 2025 | Brightwater CPA Group | Marisol Vance | Approved | Open the record |
| Dec 10, 2025 | Hollis and Reyes LLP | Marisol Vance | Approved | Open the record |
| Nov 10, 2025 | Quillstone Transcription | Marisol Vance | Approved | Open the record |
| Oct 21, 2025 | Kiteway Check-In | Marisol Vance | Approved | Open the record |