Why SOC 2 Type II Compliance Matters — Especially in Healthcare

At Intiveo, we’re proud to continue strengthening our security posture by acheiving SOC 2 compliance through a SOC2 Type II audit. This is a key benchmark for safeguarding customer data. In today’s digital healthcare landscape, where cybersecurity risks are growing and patient trust is paramount, achieving this milestone is more than a checkbox. It’s a core part of how we protect the practices and patients we serve.

What is SOC 2 Type II compliance?

SOC 2 Type II, developed by the American Institute of Certified Public Accountants (AICPA), goes beyond a moment-in-time assessment. SOC 2 Type I evaluates the design of an organization’s controls at a specific point in time. What Type II does differently as it tests those controls over an extended period (typically 3 – 12 months) to ensure they’re operating effectively day in and day out.

This audit evaluates how we manage security, availability, processing integrity, confidentiality, and privacy. These are principles that align directly with the high standards expected in healthcare data management.

Why it matters in healthcare

For organizations in the healthcare space — like dental and oral surgery practices — data security isn’t just a business concern, it’s a regulatory necessity. Protecting Safeguarding electronic protected health information (ePHI) is required under the Health Insurance Portability and Accountability Act (HIPAA) in the U.S. and Personal Information Protection and Electronic Documents Act (PIPEDA) in Canada. Failure to do so can result in heavy fines, reputational damage, and a loss of patient trust.

By achieving SOC 2 Type II compliance, Intiveo demonstrates our ability to maintain strong, consistent security practices over time. This is critical in a healthcare environment where data must be protected at all times, not just during a single audit.

SOC 2 and HIPAA working together

While HIPAA outlines specific legal requirements for handling patient data, SOC 2 focuses on the systems and processes that keep that data secure. Together, they offer a comprehensive approach to information security:

• SOC 2 ensures operational rigor, continuous monitoring, and risk mitigation
• HIPAA ensures legal compliance, especially with regard to privacy, breach notification, and PHI handling

Many of the security controls required for SOC 2 — such as access restrictions, audit logging, encryption, and incident response — are directly aligned with HIPAA’s Security Rule. Achieving both ensures that we are not only legally compliant but also operating with mature, tested security practices.

What this means for our customers

With SOC 2 Type II and HIPAA compliance, Intiveo is better equipped than ever to:

• Protect your patients’ sensitive data
• Reduce the risk of security breaches
• Demonstrate our commitment to transparency and trust
• Provide documentation to support your own compliance efforts

We understand that your patients expect their information to be handled with care, and you need a software partner who meets the highest standards of data protection. This dual compliance gives our customers — especially those in the healthcare industry — peace of mind.

Want to learn more?

You can view our press release or visit our Trust Center. If you’d like to discuss how Intiveo can elevate your practice’s patient engagement, reach out to a member of our team for a demo!