PHIGuard for Ophthalmology Practices

PHIGuard helps ophthalmology practices coordinate surgical scheduling, imaging storage, optometrist co-management, and device data inside one HIPAA-native system.

Practice summary

Ophthalmology practices coordinate between the clinic, the ASC or hospital, referring optometrists, and a stack of imaging and diagnostic devices. PHIGuard is the HIPAA-native coordination layer around that surgical and co-management work.

Ophthalmology practices run three workstreams in parallel: the clinic schedule, the surgical schedule, and an ongoing co-management relationship with referring optometrists. On top of that sits a stack of imaging and diagnostic devices, many of which push data to manufacturer cloud platforms. PHIGuard covers the compliance operations that hold these threads together.

Compliance pressure points in ophthalmology

Surgical coordination handoffs. Cataract, refractive, and retinal cases move PHI between the clinic, the ASC or hospital, anesthesia, and post-op. Each transition needs to be logged and closed.

Imaging storage. OCT, fundus photography, visual fields, and IOL biometry generate large amounts of PHI. Storage location, access logs, and retention policies all fall under the Security Rule.

Co-management with optometry. Pre- and post-op handoffs to referring optometrists are clinical events and PHI transmissions. Both sides need a record that the handoff happened.

Device data. Manufacturer platforms that store or transmit PHI are business associates under 45 CFR 160.103. BAA coverage should be verified before PHI reaches the cloud side of the device.

High-volume, high-stakes scheduling. A dropped case in ophthalmology is not just a revenue event. Pre-op clearance, consent, and day-of readiness need consistent documentation.

What PHIGuard provides

  • Surgical coordination checklists for pre-op clearance, day-of readiness, and post-op follow-up
  • Device and imaging vendor registry with BAA status per vendor
  • Co-management referral tracking with closure events logged back to the referring optometrist
  • Workforce training tracking under §164.530(b) for clinic, surgical, and administrative staff
  • Incident log with guided Breach Notification Rule risk assessment
  • Role-based access with documented reviews per §164.308(a)(4)
  • BAA included at $99, $249, and $499 per-clinic tiers

Why flat per-clinic pricing fits ophthalmology

Ophthalmology groups often run 15–40 staff once you include techs, scribes, surgical coordinators, billers, and front desk. Per-seat software becomes a meaningful line item at that scale, and the compliance scope does not grow proportionally to headcount. PHIGuard charges per clinic so your tooling spend does not punish growth.

See pricing for plan details and the HIPAA compliance checklist for small clinics for the operational baseline. For the referring side of co-management, see the optometry practice page.

Getting started

A practice administrator or surgical coordinator can set PHIGuard up without an IT project. Load staff, register your ASC partners and imaging vendors, sign the BAA at checkout, and move surgical coordination into one documented system.

Editorial details

Written by: Angel Campa

Reviewed by: PHIGuard Compliance Research

Updated: April 23, 2026

Sources

Free clinic resource

HIPAA Compliance Self-Assessment

Download a practical self-assessment to spot the biggest control and workflow gaps before they become fire drills.

FAQ

Questions ophthalmology practice teams ask before switching

Does our ASC partner need a BAA?

If the ASC is a separate legal entity that receives PHI from your practice for scheduling, billing, or clinical coordination, yes. The Privacy Rule requires a BAA with any business associate handling PHI on your behalf.

How should we handle imaging stored on device manufacturer cloud platforms?

Cloud storage of PHI by a device manufacturer makes them a business associate. You should have a signed BAA with that vendor and documented access controls per 45 CFR 164.312.

Can PHIGuard track co-management handoffs with referring optometrists?

Yes. Each referral in and each post-op handoff back to the optometrist is a tracked task with sender, recipient, and documented closure, stored in the audit trail.

Operational assurance

Ready to put compliance on a proper foundation?

PHIGuard gives your clinic an audit trail, a signed BAA, and a task management system built for covered entities rather than adapted from generic software collaboration tools.

No credit card required. Add billing details later if you want service to continue after the trial.