Use case
Healthcare services, clinics, providers or regulated healthcare business diligence
Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.
| Level 1 | Level 2 | Level 3 | Notes |
|---|---|---|---|
| 01 Licences and Regulatory | Operating licences | — | Entity and site licences |
| 02 Clinical Operations | Services and protocols | — | Clinical service lines and SOPs |
| 03 Payors and Revenue | Payor contracts | — | Insurance, government or private pay contracts |
| 04 Compliance | Policies and audits | — | Compliance programme, audits and correspondence |
| 05 Providers and HR | Provider roster | — | Credentials, roles and employment/contract status |
| 06 Finance | Revenue by service line | — | Financials by location/provider/service where available |
| 07 IT and Data | Patient systems | — | EHR, billing systems and data security overview |
Implementation tips
- Do not upload patient-identifiable data unless advisers confirm it is required and lawful.
- Separate regulatory and clinical operations folders for specialist reviewers.
- Keep provider credential documents organised by person or site.
FAQs
What makes healthcare diligence different?
Healthcare diligence is often more regulated and may involve licences, payor contracts, compliance history, provider credentials and sensitive data controls.
Can patient data go in the data room?
Usually avoid patient-identifiable data unless specifically required and cleared by counsel and compliance advisers.