← Which plan do I need?

Otter.ai: which plan do I need for patient data?

Published by the VanRein Compliance team · Data checked 2026-10-16 · Independence policy

Short answer

Plans with a BAA: Enterprise (+ HIPAA add-on).

No BAA: Basic / Pro / Business.

Only a plan with a signed BAA should be used with PHI. Staff on other plans, including personal accounts, shouldn't enter patient data.

PlanBAA?How you get the BAATrains on your data?RetentionFine print
Basic / Pro / BusinessNono[source]n/aYesyes (de-identified)[source]Unverifiedn/a
Enterprise (+ HIPAA add-on)Yesyes (via account manager)[source]Nono (via account manager)[source]Yesyes (de-identified)[source]Custom retention policy set by admin[source]HIPAA is a paid Enterprise add-on, and Otter says it trains its own models on de-identified audio/transcripts.[source]

Full detail and certifications: Otter.ai. Checked 2026-10-16.

Not legal advice. From the vendor's own pages on the date shown. Confirm the current terms with the vendor.