Trust & Safety

Built by clinicians,
for clinicians.

Prior authorization is already one of medicine's most burdensome tasks. The tools you use to handle it shouldn't add risk. Citeline was designed from the first line of code around the premise that patient data is sacred.

descriptionRead the Privacy Policy

Compliance & certifications

HIPAA
Certified
HIPAA Compliant
Business Associate Agreement
Privacy & Security Rules
AICPASOC 2TYPE IIIN PROGRESS
In Progress
2026
SOC 2 Type II
Independent security audit
underway — AICPA standard
Our commitments

Six promises about your data.

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Encrypted end-to-end

All PHI and Personal Information is encrypted in transit (TLS) and at rest. No unencrypted patient data traverses our systems.

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Your data is never sold

We do not sell, rent, or lease your Personal Information or PHI to any third party — ever. No advertisers, no pharma, no data brokers.

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PHI never trains our AI

We do not use Protected Health Information to train machine learning models. Only de-identified, aggregated data may inform product improvements, per HIPAA.

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BAA with every vendor

Every service provider that handles PHI — telephony, cloud infrastructure, storage — is bound by a Business Associate Agreement before they touch your data.

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You control your data

You can request access, correction, or deletion of your data at any time. Account deletion removes your profile and case data from production systems.

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HIPAA-trained team

Our team undergoes HIPAA training. PHI access is restricted to personnel who need it, with access controls and incident response procedures in place.

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Data flow

What does Citeline do with your data?

Dictate this:
PATIENT
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Patient Name *
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Date of Birth *
CLINICAL
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Diagnoses *
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Order Being Contested *
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Case History
INSURANCE
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Insurer *
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Plan
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Member ID
phone
Insurer Phone *
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Step 01

You create a case.

You dictate patient identifiers, the diagnosis, the contested order, insurance provider and plan, and the callback number. Citeline extracts the clinical context automatically. This constitutes Protected Health Information under HIPAA and is encrypted the moment it is submitted.

Collected: Case Data classified as PHI — encrypted at rest immediately.

How we compare

Most AI tools treat your data as a resource. We don't.

Privacy safeguards at Citeline are built into the foundation — not added as an afterthought.

Generic AI Tools
HIPAA compliant
check_circleYes
remove_circleVaries
BAA available for all practices
check_circleYes
cancelNo
PHI encrypted in transit & at rest
check_circleYes
remove_circleVaries
Data never sold to third parties
check_circleYes
cancelNo
PHI never used to train AI models
check_circleYes
cancelNo
De-identification per HIPAA 45 CFR
check_circleYes
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Built by practicing clinicians
check_circleYes
cancelNo
Subpoena response protocol
check_circleYes
remove_circleVaries
Dedicated privacy contact
check_circleYes
remove_circleVaries

"Generic AI Tools" reflects common practices across AI productivity tools not purpose-built for healthcare.

FAQ

Common questions about privacy & security.

More questions? Read the full Privacy Policy or email our Privacy Office.

Questions or concerns

We're here for privacy and security questions.

For data requests, HIPAA inquiries, breach reports, or security disclosures, use the form or email privacy@citelinehealth.com.

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© 2026 Citeline Health. All rights reserved.Alera, Inc. d/b/a Citeline Health

Citeline Health is an AI prior authorization platform for physicians, built by Alera, Inc. We are not affiliated with Citeline (formerly Informa Pharma Intelligence), the biopharma intelligence firm at citeline.com. Citeline Health was founded by Roheet Kakaday, MD, MS, and operates in the United States.