Security & compliance

Built for the people who have to sign off.

Appelo handles protected health information every day. Here's exactly how we treat it — and how we keep your team in control.

Human-in-the-loop by design

Appelo prepares and drafts. A member of your staff reviews and approves every output before anything is submitted. No clinical or coverage decision is ever automated.

HIPAA compliant

PHI is encrypted in transit and at rest. Access is role-based and least-privilege, with full administrative, physical, and technical safeguards.

BAA included

We sign a Business Associate Agreement with every practice. Our obligations as your business associate are contractual, not aspirational.

Never trained on your data

Your patient and claims data is never used to train models — ours or anyone else’s. It is processed to do your work, and for nothing else.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality. Report available under NDA.

Complete, exportable audit trail

Every AI draft and every human approval is logged with who, what, and when — and exportable for your own compliance review.

The audit trail

Drafted by AI, approved by a person — and provable.

Every action is recorded. When a payer, an auditor, or your own compliance officer asks who decided what, you have a complete, timestamped, exportable answer.

Appelo drafted appealCLM-2026-04471 · 2:14:08pm
D. Reyes approved & submittedCLM-2026-04471 · 2:21:55pm
Appelo flagged 2 documentation gapsPA-2026-00912 · 1:02:31pm
M. Hill dismissed gap (resolved)PA-2026-00912 · 1:09:12pm

Bring your compliance questions.

We'd rather answer them up front. Request our SOC 2 report and BAA template.