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SECURITY / TRUST STARTS WITH CLARITY

Every conversation
deserves care.

Patient calls deserve a specific review. Map the information, staff access, vendors, and agreements involved in your medical or dental workflow before live use.

Start a security reviewExplore the controls
THREE LAYERS OF THE CONVERSATION

Trust you can
ask questions about.

The right deployment starts with a shared understanding of your requirements. Use these areas to shape your review with our team.

01 / PROTECT

Data protection

Review how call audio, transcripts, and captured fields move through the service, including encryption and the systems that process them.

  • Encryption in transit and at rest
  • Data flows and subprocessors
  • Processing purpose and scope
02 / CONTROL

Access & oversight

Define who should be able to configure an agent, review a conversation, or export information. Match access to responsibility.

  • User roles and permissions
  • Authentication requirements
  • Activity and change records
03 / GOVERN

Retention & location

Bring your requirements for storage, retention, and deletion. Confirm the applicable configuration and contract terms before launch.

  • Audio and transcript retention
  • Hosting and transfer requirements
  • Export and deletion process
A CLEAR VIEW OF THE JOURNEY

Follow the conversation.
Understand the boundaries.

A useful security review follows the information from the first greeting to the final record—and defines when a person needs to step in.

FOLLOW THE INFORMATIONIllustrative review map
  1. 01 / THE CONVERSATION

    Collect with purpose.

    Which details are needed for the task? What should the caller be told?

    Review: greeting & disclosure
  2. 02 / THE ACTION

    Stay inside the brief.

    Which answers and actions are approved? Which connected systems are involved?

    Review: scope & access
  3. 03 / THE RECORD

    Define what remains.

    What is retained, for how long, and how can it be exported or deleted?

    Review: retention & location
Outside the agreed scope?Unclear request · sensitive advice · unsupported action
Bring in a person.Define the destination and the fallback.
Use this map to review your implementation. Confirm the applicable controls, providers, configuration, and contract terms before launch.
FOR YOUR REVIEW TEAM

Bring the questionnaire.
Let’s work through it.

Discuss applicable agreements, subprocessors, architecture, and the evidence your organization needs. Review HIPAA-related requirements, applicable business associate agreements, and the evidence needed for your proposed configuration with our team.

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A BETTER CONVERSATION STARTS HERE

Confidence starts before the first call.

Bring your operational requirements and your security team. We’ll help you evaluate the right fit.

Talk with our team