Security & Compliance

Enterprise-grade security and HIPAA compliance built for DSOs and group practices.

SOC 2 Type 1 — CompliantHIPAA — CompliantBAA Available
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Real-time compliance status, 18 policies, 20 monitored controls, and our subprocessor list.

HIPAA Compliant

BAA available for every eligible customer. Designed to operate as a Business Associate under HIPAA with required safeguards in place.

Role-Based Access Control

Granular permissions ensure least-privilege access. Roles are reviewed regularly and revoked immediately on offboarding.

Comprehensive Audit Logging

Immutable audit trail of all PHI access, modifications, and system actions. Available for compliance review on request.

Data Encryption

AES-256 at rest and TLS 1.3 in transit — applied to call recordings, patient records, and all PMS data.

Secure PMS Integrations

Least-Privilege PMS Integration

Read-only access where possible; write operations limited to scheduling and approved workflows.

Secure API Architecture

OAuth 2.0, API key rotation, rate limiting, and IP whitelisting for all integrations.

Isolated Tenant Data

Logical data separation ensuring your practice data is never co-mingled with others.

Security Controls & Procedures

Access Controls

  • Multi-factor authentication (MFA) required
  • Session timeout and forced re-authentication
  • IP-based access restrictions
  • Automatic account lockout after failed attempts

Data Protection

  • Automated backup with encryption
  • Disaster recovery with <24hr RTO
  • Secure data destruction protocols
  • De-identification tools for analytics

Monitoring & Response

  • 24/7 security monitoring
  • Incident response procedures
  • Breach notification within 5 business days
  • Regular vulnerability scanning

Compliance Management

  • Annual HIPAA risk assessments
  • Employee security training
  • Vendor security reviews
  • Regular penetration testing

Documentation & Agreements

Everything your security team needs for vendor reviews and audits.

Business Associate Agreement

Sample BAA available for review. Signed before any PHI is processed.

Security Overview

Full security documentation available for your team.

Security Questionnaire

Pre-filled responses for common vendor security questionnaires.

Questions about our security?

Our team is ready to answer your questions and provide documentation for your compliance review.