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PLAYBOOK TEMPLATES

HIPAA Business Associate Agreem

A HIPAA Business Associate Agreement establishes privacy and security obligations for handling protected health information. This playbook reviews compliance controls, breach notification, and indemnification provisions.

Confidentiality & Non-disclosure

Why This Matters: Safeguarding proprietary and patient data is essential to maintain competitive advantage and comply with privacy regulations.

Negotiation strategy

If you're the Covered Entity:

Ensure the confidentiality clause is comprehensive, covering all types of sensitive information and specifying a reasonable duration for confidentiality obligations.

If you're the Business Associate:

Negotiate for clear definitions of what constitutes confidential information and seek reasonable exceptions for disclosures required by law.

Essential elements

1

Confidential Information Definition

Defines what is considered confidential.
2

Duration of Obligation

Specifies how long confidentiality lasts.
3

Permitted Disclosures

Outlines exceptions to confidentiality.

Action framework

ACCEPT

Propose edits if the clause lacks clarity on the scope of confidential information or the duration is too short.

EDIT

Reject if the clause does not adequately protect sensitive information or lacks necessary exceptions.

ADD

Add language to ensure compliance with specific regulations like HIPAA or GDPR.

PRO TIP

Always ensure the confidentiality clause aligns with industry standards and regulatory requirements.

Real-world examples

FAVORABLE

Preferred Clause

"The Receiving Party shall maintain the confidentiality of the Disclosing Party's Confidential Information for a period of five (5) years following the termination of this Agreement, except as required by law or with the Disclosing Party's prior written consent."
NEUTRAL

Standard Clause

"Confidential Information shall be protected for three (3) years post-termination, with exceptions for legal disclosures."
UNFAVORABLE

Weak Clause

"Confidential Information is protected only during the term of the agreement, with no post-termination obligations."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, extend the duration of confidentiality obligations to ensure long-term protection of sensitive data.

Cross-Border Transactions

Consider additional language to address data transfer and protection across different jurisdictions.

Joint Ventures

Include specific provisions for shared confidential information and joint ownership of data.

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WEEK 1
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WEEK 2
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WEEK 3
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Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
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