Security & User Management

How user accounts, permissions, and data isolation work in Clark Street Health.

User access and permissions

Every user is assigned to a specific practice, and access is restricted to that practice's data. Practice users can:

  • View call logs, transcripts, and analytics for their practice.
  • Manage schedules, email routing, and notifications.
  • Edit test/development AI assistants safely.

Production AI assistants have restricted editing permissions to prevent accidental changes that could affect live patient interactions — test changes in the development environment first.

Account security

Password requirements

  • Minimum 8 characters.
  • Current password required for changes.
  • Confirmation must match the new password.
  • Encrypted transmission and storage.

Resetting your password

  1. Open User Settings in your dashboard.
  2. Enter your current password.
  3. Set and confirm your new password.
  4. Save — changes take effect immediately.

Use a unique password, consider a password manager, and change your password periodically.

HIPAA data isolation

Clark Street Health implements strict practice-based data isolation to protect patient health information (PHI):

  • Access is restricted to practice-assigned PHI only.
  • Row-level security policies and automatic practice-based filtering in the database.
  • Strict tenant isolation prevents data leakage.
  • Comprehensive audit trails for compliance.

Need help?

If you need help with permissions or account configuration, contact support.