Security & Compliance

Secure, Encrypted Data Sync Between AI Receptionist and Kareo

Every patient interaction—calls, appointments, intake—flows securely from AI to Kareo with end-to-end encryption, audit logging, and full HIPAA compliance. No data stored outside Kareo.

How it pays back

Kareo Stays the Source of Truth

The AI never stores patient data on its own servers. It reads from Kareo, processes the call, and writes back to Kareo. If there's an issue on the AI side, your data is already safe in Kareo.

Audit Trail for Compliance

Every API call, every data read, every write-back is logged with timestamp, user, and action. Regulators and internal audits can trace exactly what happened with patient information.

OAuth 2.0 Security

You never share your Kareo password. The AI gets a secure token that can be revoked anytime. If you switch platforms or end the service, your Kareo access is unaffected.

Encryption at Every Layer

Data in transit is encrypted end-to-end. Data at rest in Kareo is protected by Kareo's own HIPAA infrastructure. The AI acts as a secure conduit, not a storage point.

BAA Compliant

Business Associate Agreement signed and enforceable

Immutable Audit Logs

Access and sync events logged and retained for compliance review

Frequently asked questions

Is there a BAA (Business Associate Agreement) in place?

Yes. MedReception AI maintains a BAA for HIPAA-covered integrations. You can request a signed copy during onboarding.

Where is patient data stored during the API call?

Patient data is never stored on the AI platform. During an active call, data is queried from Kareo, processed in memory, and written back. After sync confirmation, any temporary data is deleted.

Can I audit who accessed patient data through the AI?

Yes. Our dashboard includes an audit log showing every API call: timestamp, user, patient record accessed, and action (read, write, schedule update). You can export logs for compliance reviews.

What happens if the AI system is breached?

Since patient data is not stored on our servers, a breach of our platform does not expose patient PHI. We maintain incident response procedures and notify you within 24 hours of any security event.

Can I revoke the AI's access to Kareo anytime?

Yes. Revoke the OAuth token in Kareo at any time, and the AI loses access immediately. No stored passwords or hardcoded credentials mean instant termination of the integration.

Does the AI use my Kareo data for any other purpose?

No. We use your data solely to execute the functions you configure: answering calls, scheduling, intake, and routing. We do not train models on your PHI, sell data, or use it for any other purpose.

Related reading

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Kareo EMR Data Sync With HIPAA Security | Medreception AI