Clinwis is maintained under a BAA for every practice. This page summarizes the controls in place, who can see what, and the actions Clinwis takes on your behalf.
Dental Practice A and Dental Practice B are fictional example practices with illustrative numbers. They do not represent any real dental practice.
There is no field in our database for a patient's name.
Clinwis operates under a Business Associate Agreement with every customer practice. We handle production, patient, and financial data as protected health information.
Currently in the observation window with an independent auditor. Interim controls documentation is available on request under NDA.
TLS 1.2+ for every request. AES-256 at rest for database, backups, and object storage. Keys managed by our cloud provider's HSM.
Practice data is stored and processed in US regions. No cross-border transfer for primary storage, backups, or logs.
Your data is never sold. We never use your data to train shared or third-party models. In-app AI runs on your data for your practice only.
| Role | What they can see |
|---|---|
| Owner | Everything — full financials, valuation, and settings. |
| Office manager | Operations — schedule, AR, expenses. No valuation or owner comp. |
| Your CPA | Read-only financials — P&L, cash, ledger, exports. No settings. |
| Associates | Their own production only — no practice-wide numbers. |
| When | Who | Action |
|---|---|---|
| Today · 2:04 AM | system | Nightly Dentrix sync completed (18,412 rows) |
| Today · 2:00 AM | system | QuickBooks Online sync completed |
| Yesterday · 4:41 PM | Dr. A (Owner) | Viewed Worth · Levers toggled: Reduce owner dependence |
| Yesterday · 11:12 AM | Maya R. (Office manager) | Added manual expense — Supplies $842 (supply vendor) |
| 2 days ago · 9:03 AM | CPA export link | Downloaded November P&L (read-only share, expires in 5 days) |
Every read, export, and edit is logged. Owners can pull the full audit log at any time.
Creates a read-only link with your P&L, cash, and ledger. The link expires in 7 days and every open is recorded in the audit log.
A 12-page PDF banks ask for when a dentist wants an acquisition loan: P&L, cash forecast, and valuation summary — generated as a secure, expiring link your lender opens. Never an attachment.
This page is maintained by Clinwis to answer common security and privacy questions. Enabled controls are shown here; certifications marked "in progress" are not yet issued. For contract language, request our BAA and DPA.