Which AI tools can your practice trust with patient data?

A buyer's guide for small medical, dental and therapy practices. We read each vendor's BAA, privacy terms and pricing page, then give a plain-English verdict. Every fact links to the vendor's own page and the date we checked it.

41tools
61plans
22Safe with BAA
11Safe on specific plans only
1Not for patient data
7Unverified
Start here · For practice managers and compliance leads

Staff AI-use checklist for your practice

Your team is already using AI. Before anyone pastes patient information into ChatGPT, Copilot or a scribe, work through these 12 steps: which tools and plans are approved, whether the BAA is actually signed, which features to switch off, and how to keep it current.

  • ChatGPT Business has no BAA. [source]
  • Copilot's Bing web searches aren't covered by Microsoft's BAA. [source]
  • A clinician's free ChatGPT for Clinicians BAA covers only that clinician. [source]

Open the checklist →

Compliance toolkit

BAA fine print tracker24 tools compared on liability caps, de-identified data use, data after you leave, incident reporting and exclusions.Which plan do I need?ChatGPT, Claude, Gemini/Workspace, Copilot, Zoom and Otter, plan by plan.Vendor due-diligence questions12 questions to send any AI vendor, each with real examples of why it matters.

Find tools by practice and job

BAA fine print to read before you sign

Mentalyc: BAA s.20 caps Mentalyc's total liability at $10,000. Disclosures reported within 5 business days; breaches within 30 days. Details & source →
Pearl (Second Opinion): Pearl may keep your radiological images after the contract ends (s.III.3.2); incidents reported within 3 business days; Pearl indemnifies the practice. Details & source →
Overjet: BAA lets Overjet use de-identified PHI 'to train Overjet's AI/ML algorithms'; breaches reported within 5 business days. Details & source →
SimplePractice Note Taker: Since June 17, 2026 SimplePractice may keep de-identified transcripts to improve its AI unless you change retention settings. Built on Anthropic's Claude. Details & source →
DeepCura: Vendor openly says it is not SOC 2 certified; ToS permits aggregated/de-identified use for product development. Details & source →
Microsoft Copilot / Copilot Chat (work account): Copilot's web-search queries to Bing are NOT covered by the BAA; turn web grounding off for PHI. Details & source →

BAAs are contracts, and they differ. We flag the clauses a practice should know about: liability caps, training on de-identified data, keeping data after you cancel, and features left out of coverage.

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What the verdicts mean

Safe with BAA The vendor publicly offers a BAA on every plan we list.   Safe on specific plans only A BAA exists, but only on some plans.   Not for patient data The vendor says it won't sign a BAA on any plan we list.   Unverified The vendor's public pages don't confirm a BAA. That isn't a no; ask the vendor.

"Safe" means only that a BAA is available. You still need the right plan, a signed BAA, the right settings and your own risk analysis.

Not legal advice. Verdicts come only from the BAA field in our data, which cites the vendor's own pages. "Unverified" means the vendor didn't say. It does not mean yes or no.