SOPs for Medical Clinics: HIPAA, Intake, Billing (2026)

Medical clinics need SOPs with real audit trails — sign-off tracking, versioning, and read-receipt reporting are non-negotiable for HIPAA and payer audits. [SweetProcess](/reviews/sweetprocess) and [Document360](/reviews/document360) are the two mature choices with BAA-eligible plans; general-purpose capture tools alone won't pass an audit. Any SOP touching PHI must include an explicit HIPAA compliance note and named escalation path. See [ISO 9001 SOP requirements](/blog/iso-9001-sop-requirements) for the parallel pattern in non-clinical regulated work.