Security

Patient information never leaves Kareo: encrypted calls, no third-party storage, audit-ready logs for every interaction

MedReception AI meets HIPAA standards by encrypting all calls, storing data only in Kareo, and maintaining complete audit trails for compliance reviews.

How it pays back

No Regulatory Risk

Appointment bookings and new patient demographics flow between the AI and your Kareo instance. Insurance information and clinical summaries are captured and returned as structured, EMR-pasteable summaries for your team to review and file. No data stored in a third-party SaaS platform. No HIPAA violations, no fines, no legal exposure. Your compliance team sleeps.

Audit-Ready Records

Every call is logged with timestamp, caller identity, reason for visit, and AI action. If a regulator or legal team asks 'who called on March 15th and what happened?', your answer is complete and immediate.

Staff Confidentiality Protected

Your front desk staff do not handle patient calls after hours. Call handling is automated, reducing the risk of accidental HIPAA breaches during off-hours when fewer eyes are watching.

Insurance and ID Data Segregated

Insurance information and photo ID are captured separately and returned as structured summaries for manual review by billing staff. Your team decides what to file in Kareo, giving you control over what's in the medical record.

Compliance Documentation Simplified

You have structured proof that patient data handling is secure, calls are encrypted, and access is controlled. Your SOC 2 and HIPAA compliance documentation is strengthened, not weakened, by this technology.

End-to-end encryption

All calls encrypted; no unencrypted audio stored outside Kareo

Data flows only to Kareo

Appointment bookings and new patient demographics sync to Kareo; clinical summaries returned for team review

Audit trails logged automatically

Timestamps, caller info, and outcomes recorded for every call

BAA in place

MedReception is a HIPAA-covered entity; full compliance required

Frequently asked questions

Is MedReception AI HIPAA-compliant?

Yes. MedReception is a covered entity under HIPAA regulations. We encrypt all calls, maintain audit trails, and sync appointment bookings and new patient demographics to your Kareo environment. Insurance information and clinical summaries are captured and returned as structured summaries for your team to review and file. A Business Associate Agreement (BAA) is standard.

Where is patient data stored?

Appointment bookings and new patient demographics sync to your Kareo EMR. Insurance information and clinical summaries are captured on the call and returned as structured, EMR-pasteable summaries for your team to review and file. You control what enters the medical record; we facilitate the routing and capture.

Are calls recorded and stored?

Yes, calls are recorded for quality assurance and training purposes. Recordings are encrypted and stored securely. You can request specific recordings for audit or legal purposes.

Can I access audit logs for compliance reviews?

Yes. Audit logs are available in your MedReception account. You can view call timestamps, caller information, actions taken, and outcomes. Export logs for your compliance team or legal holds.

What happens if there's a data breach?

MedReception maintains cyber liability insurance and has incident response procedures. In the unlikely event of a breach, you are notified immediately. Your data in Kareo is not affected because appointment bookings and demographics are synced directly to your EMR, and clinical summaries are captured for your team's review.

Do I need to sign a BAA?

Yes. A Business Associate Agreement is required and standard. Our legal team can provide the BAA for your review and signature. The process typically takes one week.

Related reading

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Kareo AI Receptionist: HIPAA-Compliant Call Handling and Patient Data | Medreception AI