How Patient Focus scaled SOC 2 compliance across a large team in record time

Company: Trusted experts in patient pay solutions

PatientFocus has over 15 years of experience powering patient pay and financial engagement solutions across healthcare practices. Their platform streamlines billing, improves collections, and elevates patient satisfaction through omnichannel engagement—combining tools like statements, digital reminders, and full-service call center support.

Challenge: “We needed compliance yesterday”

Handling critical healthcare financial data meant PatientFocus couldn’t wait. They required enterprise-grade compliance—and they needed it fast. With a sizeable organization and extended contractor network, they faced a monumental challenge: aligning infrastructure, training, policy acceptance, and audit readiness across a broad footprint—on an accelerated timeline.

Solution: Scaling compliance at startup speed with ComplyJet

Partnering with ComplyJet proved transformative:

• Full infrastructure integration in weeks
  ComplyJet connected with PatientFocus's cloud and other critical systems, onboarding their entire infrastructure in just a few weeks.
• Company-wide compliance training
  All 60–70 employees completed awareness training, policy sign-off, and compliance tasks as part of the SOC 2 program.
• SOC 2 audit readiness in just 3–4 weeks
  From the moment of engagement, PatientFocus was audit-ready in under a month—a remarkable feat for an organization of their scale.
• Rapid audit completion
  With an auditor of their choice introduced by ComplyJet, they achieved SOC 2 Type 1 certification in approximately 10 days—speed that’s rare in larger enterprises.
• Seamless HIPAA continuity
  Already HIPAA-compliant, PatientFocus transitioned their HIPAA workflows and training onto the ComplyJet platform to unify both security and privacy operations.

Impact: Enterprise compliance without sacrificing momentum

• Record turnaround for SOC 2 Type 1
  PatientFocus met compliance with unprecedented speed—enabling trust for their clients and stakeholders.
• Organization-wide alignment
  Streamlined training and policy acceptance across employees and contractors strengthened compliance culture.
• Unified compliance platform
  Integrating HIPAA into the same system created operational cohesion and reduced administrative friction.
• Faster time-to-value
  Freed from manual compliance burdens, PatientFocus could focus resources on product innovation and revenue-generating activity.

Conclusion

In healthcare, compliance isn’t just regulation—it’s trust. PatientFocus proved that even large, complex organizations can move with agility when equipped with the right compliance partner. Through their collaboration with ComplyJet, they achieved fast, scalable security while maintaining organizational momentum—empowering them to serve both practices and patients with excellence.