Zoom: which plan do I need for patient data?
Short answer
Plans with a BAA: Pro / Business / Business Plus / Enterprise.
Not confirmed: Basic (free).
Only a plan with a signed BAA should be used with PHI. Staff on other plans, including personal accounts, shouldn't enter patient data.
| Plan | BAA? | How you get the BAA | Trains on your data? | Retention | Fine print |
|---|---|---|---|---|---|
| Pro / Business / Business Plus / Enterprise | Yesyes (Pro: accept at checkout; others via sales)[source] | Pro: yesPro: yes (accept at checkout); other plans: via sales[source] | Nono[source] | Unverified | Some AI Companion features are unavailable to BAA customers.[source] |
| Basic (free) | Unverified | Unverified | Nono[source] | Unverified | Unverified |
Full detail and certifications: Zoom Workplace + AI Companion. Checked 2026-10-16.
Not legal advice. From the vendor's own pages on the date shown. Confirm the current terms with the vendor.