Privacy Policy

This page contains our complete privacy policy. You can review it here or download a copy for your records.

Privacy Policy

Effective Date: 5/29/2025, Last Updated: 8/13/2025

1. Introduction

Clerie.ai ("we," "us," "our," or "Company") provides an Electronic Health Record (EHR) platform designed specifically for wellness providers, enhanced with artificial intelligence capabilities ("Service").

  • We are committed to protecting the privacy and security of your personal health information (PHI) and personal data
  • This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our EHR platform
  • Applies to healthcare providers, wellness professionals, and patients whose information is stored in our system

2. Scope and Applicability

This Privacy Policy applies to:

  • Healthcare providers and wellness professionals who use our platform
  • Patients whose health information is stored in our system
  • Administrative staff and other authorized users
  • All data processed through our AI-assisted features
  • We serve as a Business Associate under HIPAA and maintain compliance with HIPAA regulations. Learn more about HIPAA compliance on the HHS websiteHHS website

3. Information We Collect

We collect and process the following types of information:

  • Protected Health Information (PHI): Patient demographics, medical history, clinical notes, appointments, billing information, medication records, lab results, and wellness assessments
  • User Account Information: Professional credentials, contact information, user preferences, and authentication data
  • Technical Information: Device details, IP addresses, browser information, usage patterns, and system logs
  • AI Processing Data: Clinical documentation, historical patient data, diagnostic codes, and communication patterns

4. How We Use Your Information

We use your information for the following purposes:

  • Primary Healthcare Purposes: Treatment, payment, healthcare operations, care coordination, and population health analysis
  • AI-Enhanced Features: Documentation suggestions, clinical insights, treatment protocols, and workflow optimization
  • Platform Improvement: Using de-identified data to improve AI models, develop features, and enhance user experience

5. AI Processing and Machine Learning

Our AI processing practices include:

  • AI models are trained on de-identified, aggregated healthcare data
  • Individual patient data is never used to train AI models without explicit consent
  • Real-time AI processing maintains the same security standards as other PHI handling
  • AI recommendations are clearly marked as computer-generated suggestions

6. Information Sharing and Disclosure

We may share PHI in the following circumstances:

  • With Healthcare Providers: To support coordinated patient care
  • For Payment Purposes: With insurance companies and billing services
  • Legal Requirements: When required by law or regulatory mandate
  • With Business Associates: Who maintain appropriate privacy and security protections

7. Data Security and Protection

We implement comprehensive security measures:

  • Technical Safeguards: Encryption, access controls, network security, and secure backups
  • Administrative Safeguards: Staff training, access management, and incident response procedures
  • Physical Safeguards: SOC 2 certified data centers with restricted access and monitoring

8. Your Rights

You have the following rights regarding your information:

  • Access: Request copies of your health information
  • Amendment: Request corrections to inaccurate information
  • Restriction: Request limitations on use or disclosure
  • Accounting: Receive an accounting of disclosures
  • Notification: Be notified of privacy practices and breaches
  • Complaint: File complaints regarding privacy violations

9. Contact Information

For privacy-related inquiries: