SharePoint for Medical Practices

SharePoint Online is HIPAA-eligible when configured correctly and covered under a Microsoft Business Associate Agreement (BAA) – which Microsoft provides as part of standard Microsoft 365 Business and Enterprise licensing. HIPAA compliance is ultimately about how the system is configured and used; SharePoint Maven configures permissions, sharing controls, audit logging, and retention to your stated requirements. Compliance review remains your practice’s responsibility.

It can, but most practices don’t use it that way. Patient records belong in your EHR system. SharePoint typically handles the documents around patient care – policies, procedures, training records, credentialing files, compliance documentation, and operational records — rather than the patient records themselves. SharePoint Maven helps you draw that boundary clearly during scoping.

Yes. SharePoint Maven has worked with primary care practices, specialty clinics, dental practices, and multi-location medical groups. The work spans policy and compliance document management, practice operations intranets, credentialing record libraries, and admin training for office managers and IT contacts.

Yes. SharePoint’s site structure handles multi-location organizations cleanly — a top-level practice site with policies and procedures that apply firm-wide, plus location-specific sites for content unique to each office. Permissions are configured per location while keeping policies discoverable across the practice.

No. SharePoint complements clinical systems by handling the non-clinical document work – policies, procedures, training, credentialing, operations, and HR. Your EHR remains the system of record for patient care; SharePoint becomes the system of record for everything else.

SharePoint Maven uses the same fixed-fee pricing across every industry. Hourly consulting is $350/hour with no minimum. SharePoint intranets are $4,800-$6,400, fixed-fee. Document management projects are $2,400-$4,200, fixed-fee. Live training is $950 per 2-hour session with unlimited attendees. Pricing is flat and published – no proposal negotiation cycle.

Intranet projects typically run 5–8 weeks from kickoff to delivered training. Document management projects run 3–4 weeks. Hourly consulting can start within one week of purchase. Timelines are agreed up front and don’t slip – fixed-fee means no mid-project change orders or scope additions.

Greg Zelfond does every engagement personally. There are no subcontractors, junior consultants, or offshore teams. You work directly with Greg from the first call through delivery and training. Because of that, SharePoint Maven runs roughly one engagement at a time – reach out a few weeks before your preferred start window to confirm availability.

Yes – that’s a primary design goal. Every project is built using out-of-the-box SharePoint features, with no custom code and no third-party tools, so your IT staff or site administrator can manage and extend the environment using the same admin tools that Microsoft documents publicly. Every project includes both admin training and site owner training.

Yes. Live training sessions ($950 per 2-hour session, unlimited attendees) can be booked as part of a rollout to train staff or administrators. On-demand SharePoint Maven Academy courses ($60 each, with volume licensing for teams) work well for ongoing onboarding as new people join. Both options are taught by Greg personally.