Case Study: Advize Health strengthens compliance and safeguards patient data with Schellman’s SOC 2 examination

A Schellman & Company, LLC Case Study

Preview of the Advize Health Case Study

Advize Health provides professional medical auditing and consulting services to large healthcare payer organizations, small and large group practices, hospitals, and clinics.

Advize Health, a provider of medical auditing and consulting services, faced the challenge of navigating complex healthcare security and privacy regulations to protect sensitive patient data and build trust with its clients. To meet its compliance obligations and solidify its security posture, the company partnered with Schellman.

Schellman implemented a SOC 2 examination for Advize Health, bringing together a team of healthcare experts to assess and improve the company's controls. This process helped Advize Health streamline its internal procedures, demonstrate its commitment to data security to payers, and build a roadmap for future compliance. The engagement resulted in enhanced trust with vendors and patients and allowed Advize Health to exceed industry standards.


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Advize Health

Jeanmarie Loria

Managing Director


Schellman & Company, LLC

6 Case Studies