Free Checklist for Billing Company Owners

The HIPAA Marketing Compliance Checklist

Your best proof lives in client data, and that is exactly the risk. Use this checklist to check testimonials, case studies, ads, website tracking and social posts before they put clients or patients at risk.

  • 35 checkpoints across 5 areas: testimonials, case studies, Google and Meta ads, website tracking and social media
  • 10 "say this, not that" rewrites you can use in your own marketing today
  • A list of 18 identifiers to strip from every case study before it goes public

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Cover of the HIPAA Marketing Compliance Checklist, 2026 edition