Demo Credentials:
Party 1: provider@sallyhealth.com / MSO2024
Party 2: admin@management.com / MSO2024
Party 3: twinkle@immuhealthcare.com / MSO2024
🏥 Sally Health MSO Setup Portal
Provider Party
MSO Setup Progress
📋 Next Action Required: Upload Asset Inventory Report for BAA preparation
Overall Progress
45%
Documents Signed
2 / 6
Tasks Completed
7 / 15
Parties Involved
3
Recent Activity
📄
MNDA Draft Uploaded
Uploaded by admin@management.com • 2 hours ago
Under Review
✅
Entity Formation Documents Approved
Approved by provider@sallyhealth.com • 1 day ago
Completed
💬
New message in discussion thread
From admin@management.com • 3 days ago
🔬
ImmuHealthcare Equipment Integration Plan
Shared by twinkle@immuhealthcare.com • Today
New
Document Exchange Center
Core Agreements
📋
Management Services Agreement (MSA)
Version 2.1 • Last modified: May 26, 2026
Under Review
🔒
Mutual Non-Disclosure Agreement (MNDA)
Version 1.0 • Uploaded: May 27, 2026
Awaiting Signature
🏥
Business Associate Agreement (BAA)
Draft • Requires Asset Inventory
Pending Requirements
📊
Asset Inventory Report
Not yet uploaded
Required
💰
W-9 Tax Form
IRS Form W-9
Not Started
📝
Professional Services Agreement (PSA)
Provider contracts template
Signed
Supporting Documents
🏢
Entity Formation Documents
Articles of Incorporation • EIN Letter
Complete
📜
State Licensing Documentation
Medical practice license • CPOM compliance
Verified
🔬
ImmuHealthcare Diagnostic Equipment Integration
Equipment specs • Integration protocols • Service agreements
Under Review
MSO Setup Timeline
✅ Initial Agreement & Terms Discussion
All three parties (Sally Health, Management Services, ImmuHealthcare) agreed on MSO structure and basic terms
May 16, 2026 - Completed
✅ Entity Formation
MSO entity created, EIN obtained, corporate structure established
May 20, 2026 - Completed
📝 Management Services Agreement (MSA)
Draft agreement based on agreed terms - Under review by legal teams
May 26, 2026 - In Progress
🔒 MNDA Execution
Mutual Non-Disclosure Agreement awaiting signatures from all three parties
May 27, 2026 - Pending
📊 Asset Inventory & Valuation
Complete inventory of assets, equipment, reagents with cost breakdowns
Target: May 30, 2026
🏥 Business Associate Agreement (BAA)
HIPAA compliance agreement based on asset inventory
Target: June 2, 2026
💰 W-9 & Financial Setup
Tax documentation and banking arrangements
Target: June 5, 2026
🔬 ImmuHealthcare Equipment Integration
Diagnostic equipment setup, integration protocols, and service agreements
Target: June 10, 2026
🚀 Operational Launch
Begin MSO operations with all agreements in place
Target: June 15, 2026
Setup Requirements Checklist
Form MSO Legal Entity
Incorporate MSO, obtain EIN, establish governance
Complete
Draft Terms Agreement
Define services, responsibilities, and compensation structure
Complete
Execute MNDA
Sign mutual non-disclosure agreement for confidential information
Pending
Complete Asset Inventory
Document all assets, equipment, reagents with valuations
Required
Finalize MSA
Review and sign Management Services Agreement
In Review
Execute BAA
Sign Business Associate Agreement for HIPAA compliance
Pending
Submit W-9
Provide tax identification and certification
Not Started
Setup Banking & Insurance
Establish financial accounts and liability coverage
Not Started
Transfer Non-Clinical Assets
Move administrative assets to MSO ownership
Not Started
Compliance Review
Verify CPOM, Stark Law, and Anti-Kickback compliance
Not Started
Secure Communication
Discussion Thread - MSO Setup
AM
Hello! I've uploaded the initial MNDA draft for your review. Please take a look and let me know if any modifications are needed.
May 27, 2026 at 10:30 AM
PS
Thanks for sending this over. I'll have our legal team review it today. Quick question - do we need to complete the asset inventory before or after signing the MNDA?
May 27, 2026 at 11:15 AM
AM
Good question! The MNDA should be executed first to protect the confidential information in the asset inventory. Once that's signed, we can freely exchange the detailed financial data.
May 27, 2026 at 11:45 AM
PS
Makes sense. I'll prioritize getting the MNDA reviewed and signed. We're also working on compiling the asset inventory - should have that ready by end of week.
May 27, 2026 at 2:00 PM
TI
Hi team! I've reviewed the preliminary MSO structure. From ImmuHealthcare's perspective, we'll need to ensure our diagnostic equipment integration aligns with the asset transfer protocols. I can provide our equipment specifications and integration requirements by tomorrow.