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DataRoomPrep

Assembles the data room a buyer or investor will ask for, before they ask.

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What it is

Lists the financial, legal, compliance, clinical-quality, people, property and technology documents a buyer or investor’s due diligence will ask for, organised the way a data room is expected, with an owner and where each is kept (or the PolicyVault policy). An item holding patient information must say how it is handled — de-identified and how, each patient’s consent on file, or withheld — before it can be gathered, and every item is cleared by counsel, by name and date, before the room opens. What to disclose stays with counsel.

Who uses it: Built for: Every specialty
Reads: Documents, policies, compliance records
Writes: Data room checklist, counsel clearances
Never: It does not decide what should be disclosed — that call stays with the group’s own counsel — and it never releases patient information that is not de-identified or consented.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Rooms are kept on record.

In the product

Who uses it: Business development — the demo profile it is best tried as
Where it opens: Business › Data room /data-room
Permission: dataroom.read

Every business app in the handbook →

How it works

Start the listSections a buyer expects.
Gather each itemWhere it is kept; patient data handled.
Counsel clearsBy name and date.
Open the roomWhen all are cleared or withheld.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not decide what should be disclosed — that call stays with the group’s own counsel — and it never releases patient information that is not de-identified or consented.

AI in DataRoomPrep

AskQuestions about what is on screen — “What needs attention in DataRoomPrep today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

DataRoomPrep — Data room — Get the data room ready, cleared by counsel, item by item — 01Data room — Get the data room ready, cleared by counsel, item by itemCaptured from the running demo clinic

01Data room — Get the data room ready, cleared by counsel, item by itemCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 1

PolicyVault

See the whole clinic →

Questions clinics ask

What does DataRoomPrep do?

Assembles the data room a buyer or investor will ask for, before they ask. Lists the financial, legal, compliance, clinical-quality, people, property and technology documents a buyer or investor’s due diligence will ask for, organised the way a data room is expected, with an owner and where each is kept (or the PolicyVault policy). An item holding patient information must say how it is handled — de-identified and how, each patient’s consent on file, or withheld — before it can be gathered, and every item is cleared by counsel, by name and date, before the room opens. What to disclose stays with counsel.

What data does DataRoomPrep read and write?

DataRoomPrep reads documents, policies, compliance records and writes data room checklist, counsel clearances. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does DataRoomPrep deliberately not do?

It does not decide what should be disclosed — that call stays with the group’s own counsel — and it never releases patient information that is not de-identified or consented.

What happens to our data if we uninstall DataRoomPrep?

Rooms are kept on record.

Is DataRoomPrep available today?

Yes — DataRoomPrep is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see DataRoomPrep running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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