Medical Practices
Independent Technology & Cybersecurity Guidance for Medical Practices
Get a clear, independent view of who is responsible for protecting patient information, keeping your practice running, and closing the gaps between your technology vendors—without being sold another IT product or managed-services contract.
Schedule Your $495 ConsultationRequest a consultation → receive a secure scheduling and payment link → meet confidentially for 60–90 minutes → receive your immediate Snapshot and written Consultation Report.
Practice Technology & Cyber Risk Consultation
$495 fixed fee · 60–90 minutes
A confidential conversation for practice owners and administrators who need clear answers about vendor accountability, patient-data protection, operational continuity, and the personal-to-practice technology risks that matter.
- Identify priority technology, cybersecurity, and vendor-accountability concerns
- Get practical questions to take back to your IT provider and other vendors
- Decide whether a broader independent review would be useful
Illustrative example. Your snapshot will reflect the information discussed during your consultation.
No obligation for additional services. Beech Tree does not sell technology products or managed IT services.
Vendor Responsibility Checklist
7 Questions Every Practice Owner Should Be Able to Answer About Their Technology Vendors
If any of these are unclear, your practice has a gap worth addressing.
Not sure how your practice would answer these questions? That's exactly what a Practice Technology & Cyber Risk Consultation is designed to address.
Schedule Your $495 ConsultationYour existing IT provider remains part of the solution. The consultation gives you clearer questions, ownership, and next steps.
The Whole Picture
Your EHR Is Not Your IT Strategy
Most independent practices rely on a combination of an EHR vendor, a managed IT provider, and Microsoft 365—with no one coordinating the full picture. Each vendor manages their piece. No one is accountable for the whole. That gap is where avoidable exposure accumulates.
EHR Vendor
Manages the clinical application and its data. Does not manage your network, devices, or Microsoft 365.
Managed IT Provider
Manages your network and devices. Typically does not touch your EHR configuration or Microsoft 365 security settings.
Microsoft 365
Manages the platform. Security configuration is the customer's responsibility—not Microsoft's, and often not your IT provider's.
Your Practice
Accountable for the whole picture. Most practices don't have a single point of accountability for their combined technology environment.
Our Approach
What Makes Our Approach Different
No vendor relationships
We don't sell technology products, manage IT infrastructure, or receive referral fees. Our only obligation is to your practice.
Practical, not theoretical
We focus on the risks that matter most for independent practices—not a generic checklist designed for enterprise environments.
Plain English findings
Our findings are written for practice owners and administrators, not IT professionals. You'll understand exactly what we found and why it matters.
Actionable recommendations
Every finding comes with a clear recommendation and practical guidance for addressing it—including what to ask your vendors.
Experience
Experience Behind the Advisory
Our advisory work is grounded in decades of hands-on technology and cybersecurity experience across healthcare, financial services, and other regulated industries.
Beech Tree's healthcare advisory work is informed by a healthcare industry advisor with deep experience in clinical operations, practice management, and healthcare technology.
Healthcare IT Leadership
Former Director of Information Technology for a national healthcare organization, responsible for IT operations, vendor relationships, security governance, and organizational resilience.
Governance & Audit Readiness
Built cybersecurity governance and audit-readiness programs, including a HITRUST-aligned program completed within six months.
Vendor Accountability & Cost Discipline
Experience improving vendor accountability, evaluating technology services, and reducing unnecessary spend while improving visibility and operational control.
Led by Sterling Unan, CISSP, with 40+ years of technology and cybersecurity experience, including direct experience with a large Connecticut hospital system.
Independence
Independent Advice. Practical Direction.
Most technology advice available to independent practices comes from vendors with something to sell. Managed IT providers recommend managed IT. EHR vendors recommend their own products. Microsoft partners recommend Microsoft solutions. We don't sell anything. Our recommendations are based solely on what is right for your practice—including when the right answer is to work better with the vendors you already have. Our advisory work covers the full picture: technology environment, vendor accountability, patient-data protection, operational continuity, leadership, home-office, AI, and identity practices can affect the security of your practice.
Objective assessment
No financial relationships with technology vendors. No referral fees. No upselling.
Practice-focused perspective
We understand the operational realities of independent medical practice, not just IT best practices in the abstract.
IT provider as partner
We work with your existing IT provider, not around them. Our goal is to give you better questions and clearer accountability—not to replace your current relationships.
Broader Review Option
Broader Review Option
$495 Consultation
A focused, fixed-fee conversation that gives you immediate clarity on your most important technology and cybersecurity questions. Includes your immediate Snapshot and a written Consultation Report within three business days.
Practice Technology & Cyber Risk Review
A comprehensive, independently scoped review of your practice's full technology and cybersecurity environment. Separately scoped and priced based on practice size and complexity.
What a Broader Review Typically Covers
- Complete technology-environment assessment
- Vendor accountability and contract review
- Patient-data protection and HIPAA alignment
- Operational continuity and business resilience
- Microsoft 365 and cloud-security configuration
Full reviews are separately scoped and priced after the initial consultation.
Most practices begin with the $495 consultation. A broader review is suggested only when the discussion indicates that additional detail would be useful.
What a Full Review Includes
- Written findings report with prioritized recommendations
- Vendor-accountability matrix for your practice
- Technology-risk summary for practice leadership
- Practical action plan with vendor questions and next steps
Full reviews are separately scoped and priced after the initial consultation, only when additional detail would be useful to the practice.
Where home-office, personal-device, AI, or identity practices are relevant to the review, Beech Tree identifies reasonable safeguards only where personal technology intersects with practice systems—without monitoring private devices, requesting personal credentials, or assessing anyone's private life.
Discuss a Full Risk ReviewFull reviews are separately scoped and priced after the initial consultation, only when additional detail would be useful to the practice.
Sample Finding
What We Typically Find
Example: A Four-Physician Specialty Practice
- Former employees still had high-level Microsoft 365 access
- Multi-factor authentication was not enforced
- External email forwarding was enabled
Why it mattered: Patient communications and financial data were exposed to avoidable operational and compliance risk.
Illustrative example. Details represent common findings and do not describe a specific client engagement.
Start With a $495 Practice Technology & Cyber Risk Consultation
A focused, confidential conversation that gives you immediate clarity on your most important technology and cybersecurity questions—and a clear path forward.
$495 fixed fee · 60–90 minutes · Payment is collected when scheduling · No recurring contract
What Happens Next
- 1Request your consultation
- 2Receive a secure scheduling and payment link
- 3Meet confidentially for 60–90 minutes
- 4Receive your immediate Snapshot; written Consultation Report follows within three business days
The $495 consultation is a complete, stand-alone advisory service. There is no obligation to purchase a broader review, managed IT service, software, or other technology product.
You do not need to change IT providers to work with Beech Tree. The consultation helps you understand your current environment, ask stronger questions, and make informed decisions with the vendors you already have.
Immediate Deliverable: Your Practice Technology & Cyber Risk Snapshot
At the end of your consultation, you receive an immediate Snapshot summarising your readiness, priority actions, and vendor questions. Your fuller written Consultation Report will be delivered within three business days after your consultation and payment are complete.
View a Sample Consultation Snapshot →Illustrative example. Your snapshot will reflect the information discussed during your consultation.
Independent advice. No vendor agenda. Beech Tree Technology Advisors does not sell hardware, software, or managed IT services.
Start With a $495 Practice Technology & Cyber Risk Consultation
Tell us about your practice and we'll be in touch to schedule a conversation.
Healthcare Advisory
Beech Tree's healthcare advisory work is informed by David LaSalata, former senior executive at CHA / CHIME. His experience in clinical operations, practice management, and healthcare technology helps ensure our recommendations are practical for independent physician practices—not simply technology advice in the abstract.
His perspective connects technology and cybersecurity decisions to patient care, vendor coordination, and continuity of operations.
David LaSalata·Healthcare Industry Advisor·Beech Tree Technology Advisors