The agreements you signed, and the people who can see them
Two of the quietest sources of risk in a business are the contracts you signed and the people who can see them. Sapphires turns both into something you can actually see and control — one place for every agreement and BAA, and precise control over who on your team can touch what.
1. Organizations — your contract & compliance command center
Every payer agreement, vendor contract, staffing arrangement, and Business Associate Agreement, in one register you can search, filter, and trust.
Never miss a renewal or a notice deadline again.
Auto-renewing contract you meant to cancel? A payer agreement whose 60-day notice window is closing? Sapphires tracks the live term on every contract and sends a single daily digest at the checkpoints that matter — 60, 30, and 7 days out — so decisions happen on your timeline, not the counterparty's.
BAAs, handled like the compliance artifacts they are.
- A live coverage dashboard shows every organization that touches ePHI and whether its BAA is on file, embedded in a contract, or missing — no more hunting through email or a shared drive before an audit.
- One BAA per organization, enforced by the system, so you never end up with conflicting copies.
- Flag an organization as processing ePHI and it immediately shows up as a coverage gap until the BAA is in place.
Drop in a PDF, get a structured contract back.
Upload a signed agreement and Sapphires reads it for you — counterparty, effective and expiration dates, renewal terms, notice period — using document AI, then hands you a pre-filled record to confirm. Minutes of data entry become seconds of review.
The full lifecycle, not just storage.
- Track each agreement through its real status — from Requested and Under Review to Active, Renewing, and Expired.
- Assign an internal owner to every contract so responsibility is never ambiguous.
- Tag agreements by service line and category, then filter or export exactly the slice you need.
Amendments — change without losing history.
Real agreements don't sit still: a new sales order, an added service, a rate change, a renewal. Sapphires captures each one as an amendment attached to the original contract — so the full paper trail stays intact instead of getting buried in a replacement document.
- Terms restate automatically. An amendment can set a new expiration, renewal term, or auto-renew status, and Sapphires rolls those changes onto the parent contract — so the live term, and every renewal reminder, always reflects the latest amendment, not the original signing.
- Each amendment is a first-class record — its own signed PDF, effective date, and a plain-language summary of what changed.
- Activate or deactivate, never delete. Mark a superseded amendment Inactive and its terms stop affecting the contract's dates and reminders, while the record stays on file for history and audit; reactivate it and the terms re-apply. A superseded sales order or a rolled-back change is a click, not a lost document.
- See the whole picture in one amendments register — every amendment with its contract, summary, effective date, and Active/Inactive status — and filter by status to separate what's in force from what's archived.
Your records, backed up and portable.
Every document lives in secure cloud storage and exports to CSV or a PDF bundle on demand — so the record is always yours.
Why it matters: a lapsed payer contract or a missing BAA isn't paperwork — it's revenue and liability. Sapphires makes both impossible to lose track of.
2. Employees — the right people, the right access, nothing more
Who can see a contract, edit a BAA, or manage the team shouldn't be an afterthought. Sapphires gives you least-privilege access control that's simple to run day to day.
Add your team in minutes, with roles that fit the job.
Invite staff by email and assign purpose-built roles instead of all-or-nothing logins:
- Contracts Admin — runs the full contract and organization workflow.
- Auditor — read-only visibility into every contract, amendment, and BAA, with no ability to change anything (ideal for compliance review or an external eye).
- Contract Owner — sees only the agreements they're responsible for.
- Focused roles for Notes and Sapphires knowledge tools, dispatched field/office workers, billing, sales, and more.
Access is scoped two ways, automatically.
A person sees a feature only when your business has that module turned on and their role grants it. Turn off a module and it disappears cleanly; assign a role and the person sees exactly the tabs they should — never a wall of options they can't use.
Guardrails built in.
- Sensitive knowledge tools are locked behind their own roles — access is granted deliberately, not inherited by everyone.
- Only a Contracts Admin can grant access, so no one can quietly promote themselves.
- Every meaningful change is written to an audit log.
Oversight without the headache.
As the Contracts Admin you get a bird's-eye view across the whole business, and a secure "view as" mode to see exactly what a staff member sees when you're helping them — support without sharing passwords.
Why it matters: HIPAA expects access on a need-to-know basis. Sapphires makes need-to-know the default, and proving it a matter of pulling up a screen — not reconstructing who could see what.
3. In short
| What you get | |
|---|---|
| Organizations | Every contract & BAA in one place · renewal + notice-deadline reminders · live BAA coverage dashboard · AI contract intake · amendments (auto-restating terms, activate/deactivate), owners, exports |
| Employees | Role-based least-privilege access · purpose-built roles incl. read-only Auditor · module-scoped visibility · owner-only guardrails · audit log · secure view-as support |
Sapphires — so the agreements you signed and the people who can see them are never a question mark again.