The free review takes no patient data. A customer account runs under a Business Associate Agreement.
CO 50Sample data. Exports as a CSV.
We ask for
4 aggregate columns
Patient data
None
BAA needed
No
Stored in
United States
Payer, CARC code, count, billed amount. Summaries are kept for 12 months, or less if you ask.
A BAA with every vendor in the path
No tool touches PHI without one on file.
Patient data stays in the United States
One US region for every system that touches it.
No consumer AI tools
Zero data retention on every model API that sees patient data.
A complete audit log
Every record read and every human action. It cannot be edited or deleted.
Nothing submits itself
No appeal reaches a payer without one of your people approving it.
SOC 2 Type II
Planned within 12 months of the first paying customer. Not yet held.
If it says live, it runs now. If it says not built, we will not imply otherwise on a call.
Live today
Not built yet
The upload is refused, and we name the column. We do not strip it quietly, because that would mean we held your patient data and told nobody. If PHI reaches us another way, we delete it and confirm that in writing.
Only model APIs with zero data retention, under a BAA. Policy search and the citation check use a separate model. It only sees your search words, public CMS text and the draft letter before any patient detail is merged in.
Not yet. SOC 2 Type II is planned within 12 months of the first paying customer.
Our business mailbox is on Google, stored in the European Union today. We do not accept patient data by email. We move it to a US region before we take on a customer. If that matters to you now, say so and we send your review another way.
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