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.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 that handle PHI and PII.This service replaces the need for a full-time officer while delivering enterprise-level expertise.Helping healthcare teams stay protected, organized, and prepared.Other Services:
- HIPAA Rapid Readiness Assessment
- HIPAA Starter Toolkit for Small Clinics
- HIPAA WorkforceTraining
Healthcare Advisory Services
Simplifying compliance for clinics, telehealth, and healthcare leaders.
Fractional Privacy OfficerBliss & 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 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 AssessmentClarity Before Compliance Becomes a Crisis
A short, 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 ExistsMost healthcare leaders aren’t ignoring HIPAA.
They’re balancing patient care, staffing, growth, and operations.Privacy often gets attention only when something breaks.What You Get✔ Focused HIPAA privacy/policy review
✔ Clear insight into ownership and accountability
✔ Key risk areas and gaps identified
✔ Practical, prioritized next steps
✔ Executive-ready summaryWho 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.
HIPAA Starter Toolkit for Small ClinicsEssential HIPAA Tools. Clear Structure. Less Guesswork.A practical set of HIPAA templates and checklists for small healthcare organizations managing compliance internally without a full-time Privacy Officer.What’s Included:✔ HIPAA Privacy & Security Policy Templates
✔ Workforce Training & acknowledgement forms
✔ Incident & Breach Response Checklist
✔ Business Associate Agreement (BAA) Checklist
✔ Risk & Gap Review Worksheet
✔ Complaint & request tracking logs
✔ Editable Word + PDF formatsWho It’s For:• Small clinics and private 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.
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
HIPAA Training Workshops
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.What We Cover:✔ Leadership HIPAA responsibilities
✔ 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.
Book Today!
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SMS / Text Messaging Policy
Text Message CommunicationsBliss & Balance, LLC may use SMS (text messaging) to communicate with individuals who have contacted a business we support or have provided their phone number in connection with a service inquiry.These text messages may include:Responses to missed callsAppointment confirmations or remindersService-related updatesFollow-up communication regarding a customer’s requestText messages are conversational and service-related only and are not used for unsolicited marketing.ConsentBy providing your phone number when requesting services, you consent to receive text messages related to your inquiry or appointment. Consent may be given by:Calling a business directlySubmitting a service request form on a websiteInitiating communication via text messageMessage frequency varies depending on the nature of the request.Opt-OutYou may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will no longer receive text messages related to that request unless you initiate communication again.For assistance, reply HELP or contact us at:📧 [email protected]📞 726-249-6339Message & Data RatesStandard message and data rates may apply depending on your mobile carrier and plan.Data UsePhone numbers collected for service-related communication are not sold or shared with third parties for marketing purposes. Information is used solely to respond to inquiries and provide requested services.
SMS Terms of Service
SMS Communication TermsBy providing your phone number through our website or in connection with a service request, you agree to receive SMS (text) messages related to your inquiry, appointment scheduling, and service updates.Message frequency varies depending on your interaction and service needs.Opt-Out InstructionsYou may opt out of receiving SMS messages at any time by replying STOP to any message you receive. After opting out, you will no longer receive text messages unless you initiate communication again.For assistance, reply HELP or contact us at:📧 [email protected]📞 726-249-6339Message & Data RatesStandard message and data rates may apply depending on your mobile carrier and messaging plan.No Marketing or Third-Party SharingPhone numbers collected for service-related communication are not sold or shared with third parties for marketing purposes. SMS communication is used solely for responding to service inquiries and providing requested updates.Consent Not a Condition of PurchaseProviding consent to receive SMS messages is not required to make a purchase. You may contact us by phone or email instead of text messaging.
Bliss & Balance, LLC
Healthcare Advisory & Business Growth Systems
San Antonio, Texas | Serving Statewide
Main Office: 726-249-6339Bliss & Balance, LLC provides compliance advisory and business growth system services.
We do not provide legal, financial, or tax advice.