Help Center › Asset inventory & data map

Asset inventory & data map

Build the inventory of every system that touches patient data, and map how that data flows. This becomes a requirement under the proposed 2026 rule — and it drives the “Asset inventory & network/data map” mandate on the readiness meter.

1. Why this matters (2026 mandate G6)

The proposed 2026 HIPAA Security Rule (45 CFR 164.308(a)(7)(ii)(E)) makes it mandatory to keep a documented inventory of every system that creates, receives, maintains, or transmits ePHI, plus a map of how data flows between them. You can’t protect what you don’t know you have — this inventory is the foundation of the whole Security Rule.

The inventory you build here directly drives the “Asset inventory & network/data map” mandate (G6) on the 2026 Readiness tab, and it’s included in your audit binder as 08-asset-inventory.md.

2. Adding an asset

  1. Open the Asset Inventory tab.
  2. Click “+ Add asset.” A new row appears in the table.
  3. Fill in each field (see section 3). Changes save automatically.
  4. Repeat for every system. Click the at the end of a row to remove it.

At the top, a stats strip shows Assets inventoried, ePHI assets, and ePHI assets unencrypted so you can see coverage at a glance.

3. The fields explained

FieldWhat to put
Asset / systemA name you’ll recognize — “EHR server,” “Front-desk PC,” “Dr. Lee’s laptop,” “AWS S3 backups.”
TypePick from the dropdown (see section 4).
LocationWhere it physically or logically lives — “Front office,” “Server closet,” “AWS us-east-1,” a vendor name.
Holds ePHIYes or No. Does this system store, process, or transmit patient data?
EncryptedYes, No, or N/A. Is the ePHI on it encrypted (e.g. full-disk encryption, encrypted storage)?
Data flow / notesWhere this asset sends/receives ePHI — e.g. “Sends ePHI → clearinghouse,” “Receives lab results from LIS.” This is your data map.

4. Asset types

The Type dropdown offers: Server, Workstation, Laptop, Mobile device, Cloud service / SaaS, Network device, Medical device, Backup / storage, and Other. Choosing a type helps you spot blind spots (e.g. “we listed no medical devices — do our connected devices touch ePHI?”).

5. Mapping data flows

The Data flow / notes field is how Ward captures the “network/data map” part of the 2026 requirement without forcing a drawing tool. For each asset, describe what it talks to and which direction ePHI moves. Read top-to-bottom, your rows form a written data map: where patient data is created, where it’s stored, and everywhere it travels (EHR → clearinghouse → payer; lab → EHR; backup → cloud).

6. The “unencrypted ePHI” warning

Encryption everywhere is the highest-severity 2026 mandate (G1). So whenever an asset is marked Holds ePHI = Yes but Encrypted ≠ Yes, Ward:

Each of those is either something to encrypt or something where you must document a narrow, risk-justified exception. This is one of the fastest, highest-impact things you can fix before 2026.

7. Exporting the inventory

Click “⬇ Export asset inventory (CSV)” to download the table as a spreadsheet. The inventory is also rendered as Markdown (08-asset-inventory.md) inside the audit binder ZIP, and included when you export your assessment as JSON.

8. Tips for a complete inventory

Launch the free SRA → Next: Policy management →