Building Stronger, Smarter, More Stable Businesses
Bliss and Balance, LLC
Healthcare advisory
Clarity. Structure. Sustainable Growth.Bliss & Balance was built on the belief that businesses operate best when they have the right systems, support, and strategy in place.We bring over 25 years of experience in Healthcare and whether an organization needs guidance navigating complex healthcare compliance requirements or support building success, our role is the same bring order, stability, and smart solutions that help businesses move forward with confidence.Xavier Bell
Founder, Bliss and Balance, LLC
Healthcare Advisory ServicesFractional Privacy OfficerBliss & Balance, LLC | Healthcare Advisory provides retainer-based compliance and privacy services for healthcare clinics, telehealth organizations, and growing practices.This service replaces the need for a full-time officer while delivering enterprise-level expertise and cutting out the full cost of a Privacy Officer.Helping healthcare teams stay protected, organized, and prepared.Other Services:
- HIPAA Rapid Readiness Assessment
- HIPAA Starter Toolkit for Small Clinics (Self Managed)
- HIPAA WorkforceTraining
Healthcare Advisory Services
Simplifying compliance for clinics, telehealth, and healthcare leaders.
Fractional Privacy Officer (FPO) Services
Bliss & Balance, LLC | Healthcare Advisory provides retainer-based compliance and privacy services for healthcare clinics, telehealth organizations, and growing practices that handle PHI and PII.This service replaces the need for a full-time officer without the full cost while delivering enterprise-level expertise.Included:•HIPAA Privacy & Security Oversight•Compliance Program Management•Policy & Procedure Lifecycle Management•Workforce Training Oversight•Incident & Breach Response Guidance•Regulatory Readiness Support•Quarterly Risk & Compliance ReportingSchedule a free strategy call today to receive a detailed proposal.
FOUNDATION
(ESSENTIAL)
• HIPAA Baseline Risk Assessment (initial + annual refresh)
• Customized Core HIPAA Policy Set
• Fractional Privacy Officer (Foundation-Level Oversight)
• Staff HIPAA Training (initial + annual)
• Incident & Breach Intake Guidance
• Compliance Status Summary
ASSURANCE
(PROFESSIONAL)
• All Foundation deliverables:
• Quarterly Risk Reviews
• Vendor & BAA Oversight
• Incident Response Management
• Targeted Workforce Training
• Compliance Dashboard
• Leadership Advisory Access
EXECUTIVE OVERSIGHT (ENTERPRISE)
• All Assurance deliverables:
• Dedicated Fractional Privacy Officer
• Enterprise Privacy Risk Alignment
• OCR Audit & Investigation Readiness
• Breach Response Leadership & Coordination
• Executive & Board-Level Reporting
• Policy Governance & Regulatory Monitoring
• Cross-Functional Liaison Support
HIPAA Rapid Readiness Assessment
Clarity Before Compliance Becomes a Crisis
A short, rapid executive-level HIPAA review for healthcare organizations that want to understand where they actually stand before an incident, audit, or complaint forces the issue.Why This ExistsA focused review of your HIPAA Privacy and Security Foundation to identify major compliance gaps, risk, and immediate action priorities.Privacy often gets attention only when something breaks.What You Get✔ HIPAA Compliance Review
✔ Policy & Documentation Check
✔ Safeguards Snapshot
✔ Vendor & BAA Review
✔ Incident & Breach Preparedness Check
✔ Workforce Awareness Pulse
✔ Rapid Readiness Summary Report
✔ Priority Action Roadmap
✔ Follow-Up Review CallBy the end of this assessment, you'll know your major HIPAA risks and exactly what steps to take next to strengthen your compliance foundation.Who It’s For• Small to mid-sized healthcare organizations
• Growing clinics without a dedicated Privacy Officer
• Leaders seeking clarity, not surprisesTimeline & Investment7–10 business days
$2,500 – $3,000 (based on size and complexity)Some organizations use this as a standalone clarity check.
Others continue with Fractional Privacy Officer (FPO) support.If you’ve ever thought, “Are we actually okay here?” this is a smart place to start.Contact the our team for insightful details!
HIPAA Starter Toolkit for Small Clinics
Essential HIPAA Tools. Clear Structure. Less Guesswork.Start your clinic's HIPAA Compliance Foundation in one weekend without a full-time Privacy Officer.We create Confidence and Structure so your practice remains ahead!What’s Included:✔ HIPAA Privacy & Security Policy Templates
✔ Workforce Training Acknowledgement Forms
✔ Incident & Breach Response Policy and Procedures Template & Checklist
✔ Business Associate Agreement (BAA) Template & Checklist
✔ Risk & Gap Review Worksheet
✔ Annual Review Forms
✔ Editable Word + PDF formatsWho It’s For:• Small clinics and private practices
• Dental and specialty practices
• Behavioral Health & therapy practices
• Telehealth and hybrid care teamsWhat It’s Not✖ Legal advice
✖ A full HIPAA Program
✖ Ongoing privacy oversightInvestment:$450 one-time purchaseSome organizations start here.
Others add a HIPAA Rapid Readiness Assessment or Fractional Privacy Officer (FPO) support as they grow.
Want a Privacy Expert to Review Your Kit and Walk You Through It ?Click Below to Book a Strategy Call
Build a Compliance Program That WorksWhether you need ongoing support or a starting point, Bliss & Balance helps healthcare organizations reduce risk, protect data, and operate with confidence.
🌱 Growth in Workforce Training
Workforce HIPAA Training
Practical HIPAA EducationHIPAA training is required but most training focuses on rules, not real-world responsibility.Workshops help healthcare leaders and staff understand how HIPAA actually shows up in daily operations, common breakdowns, and what readiness really means.We cover Initial, Annual, Refresher and Remedial Training.What We Cover:✔ Leadership HIPAA responsibilities
✔ Staff role training
✔ Common clinic compliance gaps
✔ Incident & Breach scenarios
✔ Vendor, texting & technology risks
✔ What “HIPAA-ready” looks like
✔ Training CertificationsFormats & Pricing:• Virtual Group Training: $85 per attendee or $850 per organization (up to 10 staff members)
• Private Virtual Workshop: $1,550
• Private Onsite Workshop: $2,095
Contact us for a quoteTraining supports awareness.
It does not replace a compliance program or Privacy Officer.Many organizations pair training with a HIPAA Rapid Readiness Assessment for clarity beyond education.
Contact Us or Book a Call
Main Office: 726-249-6339
Book A Call or Free Consultation Today!
Bliss & Balance, LLC
San Antonio, Texas | Serving StatewideBliss & Balance, LLC provides compliance advisory.
We do not provide legal, financial, or tax advice.