HIPAA Compliance Checklist

A practical, printable checklist for covered entities and business associates built for Texas SMBs that want clarity, not confusion.

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IF HIPAA COMPLIANCE ALWAYS FEELS OVERWHELMING, YOU’RE NOT ALONE

Staying on top of HIPAA rules isn’t easy especially when audits, training, policies, and vendor agreements live in different places. You may think you’re covered… but an auditor will want proof for the last six years.

That’s why we built this HIPAA Compliance Checklist.

It’s a clear, printable resource to help you self-assess your practice or business associate organization. From security risk assessments to breach response, it walks you through what HHS OCR expects and what Texas practices really need to track.

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What You’ll Get with the HIPAA Compliance Checklist

  • Six required annual audits and assessments (Security Risk, Privacy, Asset & Device, etc.)
  • Space to document deficiencies and gaps
  • Prompts for remediation plans and reminders to review annually
  • Workforce training tracking (proof of training, designated HIPAA officer)
  • Policy & Procedure review points (attestations, version control, annual review)
  • Vendor and Business Associate Agreement checklist
  • Incident and breach response steps (reporting, investigations, anonymous reporting)
  • Reminders for six-year documentation retention
  •  

This isn’t a generic HIPAA handout. It’s a practical tool built for Texas healthcare practices and business associates admins, compliance officers, and physician owners who need a straightforward, auditor-ready approach.

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Hector and Kareem are super helpful! They are always willing to take on my computer problems even if its small. I had my mouse disappear off my screen, it was an user issue but Hector didn't make me feel small or "dumb" for this error. We love uprite!

Starla Lawhon -DyerGoogle review · Houston
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I’ve been extremely satisfied with Uprite Services and would recommend them without hesitation. They consistently deliver reliable, high-quality work and truly feel like a true partner rather than just another vendor. A special thank you goes to Arvin Ebueng, he is always quick to respond to our needs and incredibly easy to communicate with. No matter how busy things get, Arvin makes sure we’re taken care of promptly and with a smile. His responsiveness and clear communication have made every interaction smooth and stress-free. Thank you, Arvin and the entire Uprite team, Peerless Equipment is a customer for life!

james caswellGoogle review · San Antonio
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I had been having trouble with an IT matter that I didn't think would be fixed but Arvin Ebueng from Upright took his time with me and worked with me until we were able to resolve the issue. The issue was an internal issue with the way the program was written, but Arvin came up with a great work around so that I am now able to do what I need to do at my job. Long story short, he got me access to both things that I need access to simultaneously and daily. Thanks 😊 Arvin, you are much appreciated 👏 💐 🥳.

Sheila SpencerGoogle review · Houston
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Gerardo Sanchez was very helpful & professional. Uprite Services has great customer service and outstanding technicians. We have used them for several years and will continue our business with them.

Belle CardenasGoogle review · San Antonio
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I'm am not a "tech" person, however the team at Uprite gets me through the technological side of computers and software so that I can function on a daily basis... but the most enduring quality is that they care. Special shoot out to Mary, Sergio, Eufemio, Hector, and Jeff just to name a few... I appreciate each of you and the help you give me.

Evan HurleyGoogle review · Houston
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Great service by Juan and Jacob. Always helping us out at Alamo City Trailer Sales. We have been using this company for over 10 years and always happy with the work they do.

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HIPAA Doesn’t Have to Be Complicated – Start Here

Download your free HIPAA Compliance Checklist and get a clearer picture of where your organization stands and where the gaps are. Whether you’re a Texas healthcare provider or a business associate handling PHI, this checklist gives you a solid, auditor-ready starting point for the year ahead.

Get Your HIPAA Compliance Checklist

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