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Security First

Routiq is built with healthcare security and compliance at its core. We understand that you’re trusting us with sensitive patient data, and we take that responsibility seriously.

Encrypted Data

AES-256 encryption at rest and TLS 1.3 in transit

Access Control

Row-level security and role-based permissions

Audit Logs

Complete audit trail of all data access

Security Architecture

Infrastructure

  • Cloud Provider: Hosted on Vercel and AWS infrastructure
  • Database: Supabase with PostgreSQL 15 and row-level security
  • Backups: Automated daily backups with point-in-time recovery

Application Security

  • Authentication: Supabase Auth with JWT tokens
  • Session Management: Secure, httpOnly cookies with SameSite protection
  • API Security: Rate limiting, input validation, parameterized queries
  • Security Headers: HSTS, X-Frame-Options, X-Content-Type-Options, Referrer-Policy
  • Error Monitoring: Sentry integration for tracking and resolving issues

Data Protection

Encryption

Data at Rest

Sensitive data is encrypted:
  • API keys and credentials: AES-256-GCM encryption with PBKDF2 key derivation
  • Database storage: Encrypted at rest via Supabase infrastructure
  • Patient data: Protected by row-level security policies

Data in Transit

All data transmitted between:
  • Your browser and Routiq servers
  • Routiq servers and third-party APIs (Cliniko, Chatwoot, Twilio)
Uses TLS 1.2+ encryption for all communications.

Data Retention

Data TypeRetention PeriodPurpose
Patient dataWhile account activeRequired for reactivation
Message history24 monthsAnalytics and support
Deleted accounts30 daysAccount recovery
After retention period, data is permanently deleted.

Access Control

Authentication

Multi-Factor Authentication (2FA)
  • Optional for all users
  • Highly recommended for admins
  • TOTP-based (Google Authenticator, Authy, etc.)
Password Requirements
  • Minimum 8 characters (recommended: 12+)
  • No common passwords (checked against breach databases)
  • Password strength validation
  • Secure password reset flow

Authorization

Role-Based Access Control (RBAC)
RolePermissions
OwnerFull access to all features, settings, billing
AdminCreate campaigns, view analytics, manage patients
MemberView-only access to patients and campaigns
Row-Level Security (RLS) Every database query is scoped to your practice only:
  • You can only access data from your own Cliniko account
  • Team members can only see data from practices they’re assigned to
  • No cross-practice data leakage

API Security

  • API Key Encryption: All third-party API keys stored with AES-256
  • Secure Key Storage: Keys stored in isolated vault
  • Key Rotation: Ability to rotate keys without downtime
  • API Rate Limiting: Protection against brute force and abuse

Compliance

Standards & Frameworks

While Routiq is not currently HIPAA certified, we implement HIPAA-aligned security controls:Physical Safeguards
  • Data centers with 24/7 security
  • Biometric access controls
  • Environmental controls
Technical Safeguards
  • Data encryption (at rest and in transit)
  • Access controls and authentication
  • Audit logs and monitoring
  • Automatic logoff
Administrative Safeguards
  • Security training
  • Incident response plan
  • Risk assessments
If you’re subject to HIPAA, consult your compliance officer before using messaging features for PHI.
Learn more about HIPAA →
For European practices, Routiq implements GDPR requirements:Data Subject Rights
  • Right to access (data export)
  • Right to erasure (account deletion)
  • Right to portability (data export in standard format)
  • Right to rectification (data correction)
Lawful Basis
  • Consent for marketing communications
  • Legitimate interest for patient reactivation
  • Contract for service delivery
Data Protection
  • Privacy by design
  • Data minimization
  • Encryption and pseudonymization
  • Data breach notification (72 hours)
Learn more about GDPR →
Status: In progress (expected Q2 2025)We’re working toward SOC 2 Type II certification for:
  • Security
  • Availability
  • Confidentiality
  • Processing integrity
Status: Planned for 2026Future certification for comprehensive information security management.

Regional Compliance

Australia
  • Privacy Act 1988
  • Australian Privacy Principles (APPs)
  • Spam Act 2003 (for messaging)
United States
  • HIPAA (Health Insurance Portability and Accountability Act)
  • TCPA (Telephone Consumer Protection Act)
  • State privacy laws (CCPA, CPRA, etc.)
European Union
  • GDPR (General Data Protection Regulation)
  • ePrivacy Directive

Monitoring & Incident Response

Security Monitoring

  • Error Tracking: Sentry integration for application errors
  • Access Logs: Authentication and data access logging
  • Infrastructure Monitoring: Vercel and Supabase platform monitoring

Incident Response

In the event of a security incident:
  1. Detection: Automated error alerts via Sentry
  2. Investigation: Root cause analysis
  3. Notification: Affected users notified within 72 hours (GDPR requirement)
  4. Remediation: Fixes deployed and verified
Contact for security issues: support@routiq.ai

Access Logging

Application-level events are logged via Sentry:
  • Authentication events (login, logout)
  • API errors and failures
  • Integration sync events
  • Campaign execution
Access logs are retained according to our data retention policy.

Third-Party Security

Subprocessors

Routiq uses trusted third-party services:
ServicePurposeSecurity
VercelApplication hostingSOC 2, ISO 27001
SupabaseDatabase and authSOC 2 Type II
ClinikoPatient data sourceISO 27001 certified
TwilioMessaging deliverySOC 2, ISO 27001, HIPAA eligible
ChatwootMessaging platformOpen source, self-hostable

API Security

When connecting to third-party APIs:
  • All API calls use HTTPS/TLS
  • API keys encrypted with AES-256-GCM before storage
  • Rate limiting implemented to prevent abuse
  • Failed API calls logged for troubleshooting

Data Privacy

Data Minimization

We only collect data necessary for patient reactivation: Required:
  • Patient name and contact info
  • Appointment history
  • Treatment types
Not collected:
  • Medical diagnoses
  • Test results
  • Clinical notes
  • Payment information

Data Sharing

We never:
  • Sell patient data
  • Share data with advertisers
  • Use data for training AI models or non-service purposes
  • Access data without authorization
We only share data with:
  • Services you explicitly connect (Cliniko, Chatwoot, Twilio)
  • Service providers for infrastructure (Vercel, Supabase)
  • Law enforcement (only when legally required)

Security Best Practices

For Practice Owners

1

Enable 2FA

Turn on two-factor authentication for all admin accounts
2

Use Strong Passwords

Use unique, complex passwords (12+ characters) or a password manager
3

Review Team Access

Regularly audit team member roles and remove inactive users
4

Monitor Audit Logs

Review security logs monthly for unusual activity
5

Secure API Keys

Store Cliniko/Twilio/Chatwoot credentials securely, don’t share
6

Educate Team

Train staff on security best practices and phishing awareness

For Team Members

  • Lock your device when stepping away
  • Don’t share login credentials
  • Report suspicious activity immediately
  • Use approved devices only
  • Don’t access from public WiFi without VPN

Vulnerability Disclosure

Found a security issue? We appreciate responsible disclosure:
  1. Email: support@routiq.ai
  2. Include: Detailed description, steps to reproduce, impact
  3. Don’t: Publicly disclose before we’ve fixed the issue
  4. We will: Acknowledge within 48 hours and work to remediate

Security Certifications & Compliance

SOC 2 Type II

Status: Audit in progress with Vanta (expected Q1 2026)

GDPR

Status: Compliance in progress

HIPAA

Status: HIPAA-aligned security controls implemented
We implement industry-standard security controls aligned with healthcare compliance requirements. SOC 2 Type II certification is currently underway.

Questions?

For all support and security questions:

Review Compliance Docs

Learn about HIPAA, GDPR, and other compliance requirements