When your work is regulated, your obligations extend to anyone who speaks to your customers. So before the first contact we put the right agreement in place, and we tell you on the first call what that is for you.
Why it comes first
Hiring an outside team doesn’t hand over your obligations — it extends them. A firm stays responsible for confidentiality; a practice for patient privacy; an agency for what’s said about a policy. So the first question isn’t how fast we can start, but what must be in place when we do.
What we put in place
| If your work involves… | Before we start |
|---|---|
| Client confidentiality (for example, legal) | Engagement terms naming OYNYX as your agent, a supervising professional on your side, and your approval of the Playbook. |
| Health information | A Business Associate Agreement. Until our HIPAA compliance program and BAAs are in place, health information stays in your own systems. |
| Tax or financial information | The consents and safeguards the rules require, written into your agreement. |
| Licensed advice or sales (for example, real estate or insurance) | A clear written scope of what we may and may not discuss, reflected in the Playbook. |
Many businesses need none of this beyond the standard agreement — we’ll tell you which applies on the first call.
How regulated questions are handled
Questions only a licensed person may answer are captured and routed straight to the right person on your side. Specialists on regulated accounts complete the compliance training your industry requires — for example, HIPAA training wherever health information is involved — before they’re assigned, and it’s refreshed on the schedule your rules set.
While the paperwork is in progress
We can often begin with general enquiries and scheduling while agreements are finalised — and nothing client-specific starts until they’re signed.
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