Governance and security

Carrie’s Compliance Posture

01Clinical Governance

Every Program Carrie runs follows the same review chain before it ever reaches a patient.

Authored by Specialists

  • Programs are written by clinicians credentialed in the relevant specialty or condition
  • Highly specialized scripts are adjustable to your specific needs

Versioned and Immutable

  • Programs are released like a software update and locked
  • Changes ship as new signed-off versions

Human Oversight Team

  • Licensed clinicians verify every flagged concern
  • Escalations arrive to team as an SBAR: Situation, Background, Assessment, Recommendation

Safety Agent Guardrails

  • The safety framework is built to ensure urgent concerns are prioritized
  • Emergencies are quickly caught and escalated

Concern Grading & Routing

Green

Routine response, consistent with the care plan. Logged; no action required.

Documented to chart

Amber

Minor barrier or adherence gap - a missed dose, transport issue, etc.

Queued for care team

Orange

Clinically significant change reported - symptom escalation, abnormal reading, etc.

Reviewed same day

Red

Possible emergency detected

Clinician review < 1 hour

Scope boundary. Carrie never diagnoses, prescribes, or places orders. Carrie executes on provider’s orders and hands structured evidence back to the people licensed to act on it. Clinical judgment stays with the care team.

02Data & System Security

The security model follows the same minimize-and-isolate logic as the clinical one: touch only what a Program needs and leave a record that can’t be altered.

Encryption

  • Data is encoded while moving between systems and while stored
  • Pipeline: Call → transcription → documentation

PHI Minimization

  • Carrie handles only the necessary personal health information (PHI) required by a given Program
  • Nothing more is read, stored, or passed downstream

Audit Logs

  • Every conversation produces a full recording and an audit log
  • Recordings cannot be edited, only replayed exactly for review

Model-agnostic by design. The underlying AI layer is not locked to a single vendor’s model — the model can be swapped as the field moves, without re-architecting how data is handled or governed.

03Compliance Ledger

The frameworks and agreements Carrie operates under:

Framework What it covers
HIPAA / HITECH The federal rules governing how protected health information is handled, disclosed, and secured. Carrie is built to operate within them, not around them.
SOC 2 Type II Independent, time-tested verification of security controls across the platform - the practices are aligned to SOC 2 Type II control criteria.
Business Associate Agreements (BAA) Signed with every vendor in the stack, holding each one to the same privacy obligations Carrie itself is held to.
Telephone Consumer Protection Act (TCPA) Outbound calling complies with federal TCPA rules, with STIR/SHAKEN caller verification so patients can trust the call is legitimate and comes from your practice.
Patient Consent Patient consent follows the practice’s standard and procedural consents.

04Interoperability

Carrie reads context in through the FHIR Connect Engine and writes evidence back out the same way - the record of what happened always lands back in the EHR. The EHR owns the record. Carrie supports the relationship.

Upstream Context

Read with provider intent as defined in the Programs.

EHR chart & history
Remote monitoring devices
Labs & diagnostics
Social & demographic data

FHIR Connect Engine

Carrie

Downstream Evidence

Carries out Programs protocols.

Practice workflow queue
Pharmacy & scheduling
Home health & transport
Quality measure reporting

EHR integrations

Epic athenahealth Cerner / Oracle Health Meditech Veradigm ModMed

Evaluating Carrie for your practice?

We’ll walk your security and compliance teams through the architecture directly — audit logs, BAA terms, SOC 2 controls, and how a Program gets from written protocol to a patient’s phone.