Security and access for your practice’s records
Jelo combines HIPAA compliance commitments with role-based access, an encrypted database and automatic daily backups. Review the agreements and access settings as part of your practice’s implementation.
HIPAA and Business Associate Agreements
Jelo is HIPAA compliant, offers a Business Associate Agreement (BAA) and maintains BAAs with its providers. The database is encrypted and backed up automatically every day.
Request Jelo’s BAA during onboarding and have the appropriate practice representative review it alongside the service agreement. Your practice remains responsible for its own policies, staff access and use of patient information.
Encrypted database and automatic daily backups
The database is encrypted, and backups run automatically every day. If your practice needs details about hosting region, encryption scope or recovery objectives, request those details as part of the security review.
Give each staff member the access their work needs
Jelo’s role settings distinguish access to clinical records, exam editing and finalization, appointments, inventory, CRM, orders and integrations.
- Review who can view records, edit them and finalize an exam.
- Choose who can manage stock, cancel orders and change integrations.
- For multiple locations, configure office membership as well as staff roles.
- Review access when responsibilities change or a staff member leaves.
Export data and get help when switching
Cancellation is free. Jelo offers data exports for your own analytics and helps you move to another system if needed. Review your agreement for the treatment of prepaid fees and any outstanding charges.
Agree on the records, attachments, date ranges and export format needed for your analytics or receiving system. Review a sample export and plan the handoff before closing access.
Plan a data handoff · Cancellation and service terms
Review requirements specific to your practice
For a detailed review, bring requirements for authentication, audit-log access, hosting region, incident communication, recovery, export formats and retention after cancellation. Jelo can address the scope you need during your evaluation.
Contact Jelo about a security review · Privacy policy · Messaging consent practices
For general information about evaluating safeguards, see the HHS Security Rule guidance.
Separate published commitments from detailed requirements
The statements on this page are Jelo's company-provided commitments. They are not a claim of an independent certification or a substitute for reviewing the agreements relevant to your practice. If an assessment asks for a specific technical control, request evidence for that control rather than inferring it from a broad security description.
Prepare a short register of the requirement, the person reviewing it, the evidence requested and the decision. This makes the discussion concrete and keeps an unanswered item visible. A practice with particular contractual obligations may need details beyond the public overview.
Review access through actual staff tasks
List the work each role needs to perform: reviewing a chart, editing an appointment, finalizing an encounter, adjusting stock or managing a connection. Test those tasks with the relevant role. An administrator's view can include actions that ordinary staff should not use, so it is not sufficient evidence for every employee's setup.
For several offices, review both the role and office membership. Shared practice information and office-specific operational work have different purposes. Confirm the active office before changes and include the person who covers an absence in training. The practice should also have a clear owner for reviewing access when responsibilities change.
Ask precise questions about backups and recovery
Automatic daily backups are confirmed. A backup schedule does not, by itself, specify how quickly a particular record or service can be restored. If recovery time, recovery point, restore testing or a particular restoration scenario matters to your organization, bring that requirement to the review and request a specific answer.
Identify who at the practice coordinates an operational interruption and how staff receive instructions. Keep that continuity procedure aligned with the services and account arrangements you actually use. Do not treat an unconfirmed recovery target as a contractual promise.
Plan exports as a practical handoff
Before requesting an export, describe its intended use. An analytics project and a move to another platform may need different records, relationships and attachments. Identify the receiving system's requirements and review a sample where appropriate. The confirmed export commitment does not specify every format or delivery schedule.
Assign an authorized recipient and an approved storage location for the exported information. Decide who validates the result and who coordinates any discrepancy. Free cancellation and switching assistance do not establish a particular refund, proration or export-service charge; confirm the details that matter in the applicable agreement.
Review connected services and AI scope
Jelo confirms BAAs with its providers. Your evaluation can still require a clearer understanding of the services involved in the workflows you plan to use. Start with the integration directory and identify which accounts, data flows and responsibilities apply to your practice.
For AI-related questions, distinguish the available assistant and biller from the planned scribe and receptionist. Request any specific information your assessment needs about data handling, retention or provider arrangements. A public feature description is not confirmation of an unstated model-training policy or future product control.
Bring a focused review packet
A useful packet contains your required agreements, a list of staff roles and offices, mandatory technical questions and the export or continuity requirements that could affect the decision. Mark which answers are required before launch and who can accept the evidence. This helps Jelo address concrete requirements while keeping the practice's own responsibilities clear.