{
  "meta": {
    "generated": "2026-10-16",
    "fields_na": 17,
    "core_fields_verified": 174,
    "core_fields_unverified": 192,
    "tool_count": 41,
    "plan_count": 61,
    "fields_verified": 251,
    "fields_unverified": 281,
    "method": "Each field cites the vendor's own page, fetched on the date shown (1 Perplexity field comes from a search-index excerpt of Perplexity's own page because it blocked our fetcher). Fields we could not confirm from a first-party page are marked 'unverified'. Nothing is inferred.",
    "disclaimer": "Not legal advice. A BAA is necessary but not sufficient for HIPAA compliance."
  },
  "tools": [
    {
      "id": "chatgpt",
      "name": "ChatGPT",
      "vendor": "OpenAI",
      "category": "General AI assistant",
      "plans": [
        {
          "plan": "Free / Go / Plus / Pro (personal)",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001069-hipaa-eligible-products-and-functionality",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Not on OpenAI's list of HIPAA-eligible products (Healthcare, Enterprise w/ Regulated Workspace, FedRAMP, Clinicians, API)."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "No BAA. Training on by default for personal plans unless you turn it off.",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/7730893-data-controls-faq",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "yes (opt-out)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/7730893-data-controls-faq",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "'Improve the model for everyone' setting controls training on personal plans; turn it off to stop. Temporary Chats are not used for training."
          },
          "retention": {
            "value": "Temporary chats up to 30 days; saved chats kept until deleted",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/7730893-data-controls-faq",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "no (SOC 2 covers API and business products)",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "OpenAI's ISO/IEC 42001 AIMS covers consumer and business products."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Business",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/8660679-how-can-i-get-a-business-associate-agreement-baa-with-openai",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "'We do not offer a BAA for ChatGPT Business.'"
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "OpenAI states plainly: no BAA for ChatGPT Business.",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/8660679-how-can-i-get-a-business-associate-agreement-baa-with-openai",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Admin-controlled; deleted chats removed within 30 days",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise / Edu",
          "baa": {
            "value": "yes (sales-managed; Enterprise needs Regulated Workspace)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001069-hipaa-eligible-products-and-functionality",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "no (sales-managed)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001069-hipaa-eligible-products-and-functionality",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Admin-controlled; deleted chats removed within 30 days",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "ChatGPT for Healthcare",
          "baa": {
            "value": "yes",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001069-hipaa-eligible-products-and-functionality",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Some features (improved memory, event-triggered tasks, Sites, Codex cloud) are NOT covered."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Improved memory, event-triggered tasks, Sites and Codex cloud are NOT covered by the BAA.",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001069-hipaa-eligible-products-and-functionality",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Admin-controlled; deleted chats removed within 30 days",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "ChatGPT for Clinicians (free, verified US clinicians)",
          "baa": {
            "value": "yes (individual, self-serve in Settings > Agreements)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001202-chatgpt-for-clinicians",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "MD/DO, NP, PA, pharmacists with NPI. Single-user BAA only."
          },
          "baa_self_serve": {
            "value": "yes (Settings > Agreements)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001202-chatgpt-for-clinicians",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Single-user BAA for the verified clinician only; does not cover staff or the practice.",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001202-chatgpt-for-clinicians",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001202-chatgpt-for-clinicians",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "Free (verified US clinicians)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/20001202-chatgpt-for-clinicians",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        },
        {
          "plan": "API Platform",
          "baa": {
            "value": "yes (self-serve for eligible orgs; requires Modified Retention)",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/8660679-how-can-i-get-a-business-associate-agreement-baa-with-openai",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes for eligible orgs",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/8660679-how-can-i-get-a-business-associate-agreement-baa-with-openai",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Requires Modified/Zero Data Retention on the API; only eligible endpoints are covered.",
            "status": "verified",
            "source": "https://help.openai.com/en/articles/8660679-how-can-i-get-a-business-associate-agreement-baa-with-openai",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Up to 30 days for abuse monitoring; zero data retention for eligible endpoints",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://openai.com/enterprise-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://openai.com/security-and-privacy/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "claude",
      "name": "Claude",
      "vendor": "Anthropic",
      "category": "General AI assistant",
      "plans": [
        {
          "plan": "Free / Pro / Max (personal)",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Anthropic names its API, Claude in Microsoft Foundry and Enterprise as HIPAA-ready; consumer plans are not listed. No explicit 'no' statement found."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "user choice (asked at signup)",
            "status": "verified",
            "source": "https://www.anthropic.com/news/updates-to-our-consumer-terms",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Since Aug/Oct 2025 users must pick whether chats train models. Flagged-for-safety chats may be used regardless (ANT_CTRAIN)."
          },
          "retention": {
            "value": "30 days if training is off; 5 years if training is on",
            "status": "verified",
            "source": "https://www.anthropic.com/news/updates-to-our-consumer-terms",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Anthropic's certification page covers commercial products only."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Certification page covers commercial products only."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Team",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not listed among HIPAA-ready services."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996868-is-my-data-used-for-model-training",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Kept in product until deleted; deleted chats purged within 30 days",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type I & II)",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise (HIPAA-ready)",
          "baa": {
            "value": "yes (Primary Owner turns on HIPAA in settings and accepts BAA)",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Connectors, Skills, Claude in Chrome, cloud Cowork and beta features are not covered."
          },
          "baa_self_serve": {
            "value": "yes (Primary Owner accepts BAA in settings)",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Connectors, Skills, Claude in Chrome, cloud Cowork and beta features are NOT covered.",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996868-is-my-data-used-for-model-training",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Kept until deleted; deletes purged within 30 days; 'Covered Models' need 30-day retention",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type I & II)",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "API (first-party)",
          "baa": {
            "value": "yes (sign BAA, then sales enables HIPAA)",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Batch, Files, Skills, Code Execution, Computer Use and Web Fetch are not covered."
          },
          "baa_self_serve": {
            "value": "partly (sign BAA, then sales enables HIPAA)",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Batch, Files, Skills, Code Execution, Computer Use and Web Fetch are NOT covered.",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996868-is-my-data-used-for-model-training",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Deleted within 30 days by default; ZDR by agreement",
            "status": "verified",
            "source": "https://privacy.anthropic.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type I & II)",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "gemini-app",
      "name": "Gemini app (personal Google account)",
      "vendor": "Google",
      "category": "General AI assistant",
      "plans": [
        {
          "plan": "Free / Google AI Pro / Ultra (personal)",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Google's BAA is accepted in the Workspace Admin console; we found no statement covering personal accounts."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "yes when Keep Activity is on",
            "status": "verified",
            "source": "https://support.google.com/gemini/answer/13594961?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Human reviewers read a subset of chats; reviewed chats kept up to 3 years. Temporary chats are not used to train."
          },
          "retention": {
            "value": "Auto-delete default 18 months (3/36/never); 72 hours with Keep Activity off; reviewed chats up to 3 years",
            "status": "verified",
            "source": "https://support.google.com/gemini/answer/13594961?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Certifications on Google's Workspace hub apply to work accounts."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "google-workspace-gemini",
      "name": "Gemini in Google Workspace",
      "vendor": "Google",
      "category": "Productivity suite AI",
      "plans": [
        {
          "plan": "Workspace Business / Enterprise (work account)",
          "baa": {
            "value": "yes (admin accepts BAA in Admin console; Gemini is in HIPAA Included Functionality)",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Third-party add-ons are not covered (GWS_HIPAA)."
          },
          "baa_self_serve": {
            "value": "yes (admin accepts in Admin console)",
            "status": "verified",
            "source": "https://support.google.com/a/answer/3407054?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Third-party add-ons are not covered; Gemini Notebook is excluded.",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Not human-reviewed or used to train outside your domain without permission."
          },
          "retention": {
            "value": "Admin sets 90 days to indefinite",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (SOC 1/2/3)",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Gemini Notebook (formerly NotebookLM) in Workspace",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "'not covered by the Google Business Associate Agreement (BAA)'."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Explicitly 'not covered by the Google Business Associate Agreement'.",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Prompts/responses not retained after session",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "no",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "'does not support ISO, SOC, or FedRAMP compliance' at this stage."
          },
          "iso42001": {
            "value": "no",
            "status": "verified",
            "source": "https://support.google.com/a/answer/15706919?hl=en",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "microsoft-copilot-personal",
      "name": "Microsoft Copilot (personal Microsoft account)",
      "vendor": "Microsoft",
      "category": "General AI assistant",
      "plans": [
        {
          "plan": "Free / Microsoft 365 Personal / Family",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "BAA in-scope list covers commercial and GCC services only; personal accounts fall under the Microsoft Services Agreement (MS_CONS)."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "microsoft-365-copilot",
      "name": "Microsoft Copilot / Copilot Chat (work account)",
      "vendor": "Microsoft",
      "category": "Productivity suite AI",
      "plans": [
        {
          "plan": "Microsoft 365 commercial / GCC",
          "baa": {
            "value": "yes (BAA included by default in the Data Protection Addendum)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Web search queries to Bing are NOT covered by the BAA (MS_EDP)."
          },
          "baa_self_serve": {
            "value": "yes (BAA included by default in the Data Protection Addendum)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Copilot's web-search queries to Bing are NOT covered by the BAA; turn web grounding off for PHI.",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/microsoft-365/copilot/enterprise-data-protection",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Stored with your M365 content; admins set retention in Purview",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not listed on the Copilot privacy page we checked."
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "yes (services covered by the BAA are HITRUST CSF certified)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "perplexity",
      "name": "Perplexity",
      "vendor": "Perplexity AI",
      "category": "AI search",
      "plans": [
        {
          "plan": "Free / Pro / Max (personal)",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Consumer terms not reviewed; no BAA path found."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise Pro / Enterprise Max",
          "baa": {
            "value": "conditional (terms bar PHI unless a BAA is signed; no public BAA process)",
            "status": "verified",
            "source": "https://www.perplexity.ai/hub/legal/enterprise-terms-of-service",
            "method": "search-index excerpt of vendor page",
            "checked": "2026-10-16",
            "note": "Enterprise Terms s.5.2."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Enterprise terms forbid PHI unless a BAA is signed; no public process to get one.",
            "status": "verified",
            "source": "https://www.perplexity.ai/hub/legal/enterprise-terms-of-service",
            "method": "search-index excerpt of vendor page",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type II)",
            "status": "verified",
            "source": "https://docs.perplexity.ai/docs/resources/privacy-security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Listed on Perplexity API docs; also lists a 2025 HIPAA gap assessment."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "grok",
      "name": "Grok",
      "vendor": "xAI",
      "category": "General AI assistant",
      "plans": [
        {
          "plan": "Grok consumer app",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
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        "medical",
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        "behavioral"
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Basic (free)",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Zoom says it signs BAAs on paid plans; free plan not mentioned."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0067751",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "freed",
      "name": "Freed",
      "vendor": "Freed",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (BAA is Schedule A of the Terms; signed copy on request)",
            "status": "verified",
            "source": "https://help.getfreed.ai/en/articles/15018408-how-can-i-obtain-a-business-associate-agreement-baa-with-freed-scribe-to-ensure-hipaa-compliance",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (BAA is Schedule A of the Terms; signed copy on request)",
            "status": "verified",
            "source": "https://help.getfreed.ai/en/articles/15018408-how-can-i-obtain-a-business-associate-agreement-baa-with-freed-scribe-to-ensure-hipaa-compliance",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Freed trains on de-identified notes; audio deleted after processing; notes auto-delete after 30 days unless saved elsewhere.",
            "status": "verified",
            "source": "https://www.getfreed.ai/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no PHI; trains on de-identified notes",
            "status": "verified",
            "source": "https://www.getfreed.ai/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Audio deleted after processing; notes deleted manually or after 30 days",
            "status": "verified",
            "source": "https://help.getfreed.ai/en/articles/9016873-freed-privacy-and-security-hipaa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://www.getfreed.ai/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "from $39/mo",
            "status": "verified",
            "source": "https://www.getfreed.ai/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "behavioral"
      ],
      "practice_fit_basis": "Vendor markets an AI medical scribe for clinicians (FR_SEC)."
    },
    {
      "id": "heidi",
      "name": "Heidi",
      "vendor": "Heidi Health",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "Free / Pro / Teams",
          "baa": {
            "value": "yes (BAA is part of the Agreement, which includes the Terms of Service)",
            "status": "verified",
            "source": "https://www.heidihealth.com/legal/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "BAA bars using PHI to train or improve AI models."
          },
          "baa_self_serve": {
            "value": "yes (part of the Agreement/Terms of Service)",
            "status": "verified",
            "source": "https://www.heidihealth.com/legal/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "BAA bars using PHI to train or improve AI models.",
            "status": "verified",
            "source": "https://www.heidihealth.com/legal/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://www.heidihealth.com/legal/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Deleted sessions are permanently removed",
            "status": "verified",
            "source": "https://support.heidihealth.com/en/articles/14648423-how-heidi-protects-your-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes",
            "status": "verified",
            "source": "https://support.heidihealth.com/en/articles/14648423-how-heidi-protects-your-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "yes",
            "status": "verified",
            "source": "https://support.heidihealth.com/en/articles/14648423-how-heidi-protects-your-data",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "behavioral"
      ],
      "practice_fit_basis": "Vendor markets an AI medical scribe for clinicians."
    },
    {
      "id": "abridge",
      "name": "Abridge",
      "vendor": "Abridge",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "Enterprise (health systems)",
          "baa": {
            "value": "yes (published BAA)",
            "status": "verified",
            "source": "https://www.abridge.com/terms/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "BAA lets Abridge de-identify PHI and says return/destruction is generally 'not feasible' after termination (s.4.4)."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Enterprise contracting; self-serve not stated."
          },
          "baa_fine_print": {
            "value": "Abridge may de-identify PHI, and return/destruction after termination is generally 'not feasible' (s.4.4).",
            "status": "verified",
            "source": "https://www.abridge.com/terms/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Trust Center 'AI Training Data' section is gated."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 1 & 2)",
            "status": "verified",
            "source": "https://trust.abridge.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not listed on Trust Center."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Sold to health systems (AB_TRUST)."
    },
    {
      "id": "dragon-copilot",
      "name": "Microsoft Dragon Copilot (formerly Nuance DAX)",
      "vendor": "Microsoft / Nuance",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "Enterprise",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "BAA terms not found on the Dragon Copilot pages we fetched."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Models trained on anonymized data; limited 'human review' by Microsoft staff/subprocessors; audio kept up to 90 days.",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/industry/healthcare/dragon-copilot/whitepapers/privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "yes (de-identified or pseudonymized)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/industry/healthcare/dragon-copilot/about/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Models trained solely on anonymized data; limited human review by Microsoft staff/subprocessors (DR_PRIV)."
          },
          "retention": {
            "value": "Audio, transcripts and flowsheet data up to 90 days",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/industry/healthcare/dragon-copilot/about/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (listed)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/industry/healthcare/dragon-copilot/whitepapers/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "yes (Azure environment HITRUST CSF certified)",
            "status": "verified",
            "source": "https://learn.microsoft.com/en-us/industry/healthcare/dragon-copilot/whitepapers/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Infrastructure-level certification."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Enterprise clinical documentation product."
    },
    {
      "id": "bastiongpt",
      "name": "BastionGPT",
      "vendor": "BastionGPT",
      "category": "HIPAA chat assistant",
      "plans": [
        {
          "plan": "Professional / Professional Plus / Ultra",
          "baa": {
            "value": "yes (every plan incl. free trial)",
            "status": "verified",
            "source": "https://bastiongpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (every plan incl. free trial)",
            "status": "verified",
            "source": "https://bastiongpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://bastiongpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "$20 / $45 / $75 per user/mo",
            "status": "verified",
            "source": "https://bastiongpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "compliantchatgpt",
      "name": "CompliantChatGPT",
      "vendor": "CompliantChatGPT",
      "category": "HIPAA chat assistant",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (BAA available)",
            "status": "verified",
            "source": "https://compliantchatgpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Removes PHI before data reaches the AI model."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Configurable down to 0 hours; Full plan can choose unlimited",
            "status": "verified",
            "source": "https://compliantchatgpt.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "openevidence",
      "name": "OpenEvidence",
      "vendor": "OpenEvidence",
      "category": "Clinical AI assistant",
      "plans": [
        {
          "plan": "Clinician accounts",
          "baa": {
            "value": "yes (PHI entered by US covered entities falls under OpenEvidence's BAA)",
            "status": "verified",
            "source": "https://www.openevidence.com/announcements/openevidence-is-now-hipaa-compliant",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (BAA incorporated into the Terms by reference)",
            "status": "verified",
            "source": "https://www.openevidence.com/policies/terms",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "De-identified data may be used 'for any lawful purpose' consistent with the Privacy Policy/BAA.",
            "status": "verified",
            "source": "https://www.openevidence.com/policies/terms",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no (PHI never used for AI training)",
            "status": "verified",
            "source": "https://www.openevidence.com/policies/terms",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type II, Security)",
            "status": "verified",
            "source": "https://www.openevidence.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Clinical decision support for clinicians."
    },
    {
      "id": "doximity-gpt",
      "name": "Doximity GPT",
      "vendor": "Doximity",
      "category": "Clinical AI assistant",
      "plans": [
        {
          "plan": "Clinician accounts",
          "baa": {
            "value": "yes (BAA built into the Terms of Service)",
            "status": "verified",
            "source": "https://www.doximity.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "BAA lets Doximity use and commercialize de-identified data, including for product development."
          },
          "baa_self_serve": {
            "value": "yes (built into the Terms of Service)",
            "status": "verified",
            "source": "https://www.doximity.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Doximity may use and commercialize de-identified data, including for product development.",
            "status": "verified",
            "source": "https://www.doximity.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
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            "note": "De-identified data may be used for product development; model-training default not stated."
          },
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
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            "status": "unverified",
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
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            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Clinician network product."
    },
    {
      "id": "suki",
      "name": "Suki",
      "vendor": "Suki AI",
      "category": "AI medical scribe",
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        {
          "plan": "Suki platform",
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            "value": "yes",
            "status": "verified",
            "source": "https://developer.suki.ai/documentation/references/faqs/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
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            "checked": "2026-10-16",
            "note": ""
          },
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            "note": ""
          },
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            "checked": "2026-10-16",
            "note": ""
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            "note": ""
          },
          "iso42001": {
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Clinical documentation assistant."
    },
    {
      "id": "nabla",
      "name": "Nabla",
      "vendor": "Nabla",
      "category": "AI medical scribe",
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        {
          "plan": "All plans",
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            "value": "yes (BAA incorporated in Terms for covered entities/BAs)",
            "status": "verified",
            "source": "https://www.nabla.com/docs/terms-baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (incorporated in the Terms for covered entities)",
            "status": "verified",
            "source": "https://www.nabla.com/docs/terms-baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "No audio stored by default; notes kept 14 days unless configured.",
            "status": "verified",
            "source": "https://trust.nabla.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "No audio stored by default; notes kept 14 days (configurable)",
            "status": "verified",
            "source": "https://trust.nabla.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://trust.nabla.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "behavioral"
      ],
      "practice_fit_basis": "Ambient clinical scribe."
    },
    {
      "id": "read-ai",
      "name": "Read AI",
      "vendor": "Read AI",
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        {
          "plan": "Free / Pro / Enterprise",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://support.read.ai/hc/en-us/articles/37076084515219-Enabling-HIPAA-Compliance-in-Read-AI-Workspaces",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "HIPAA 'Available for: Enterprise+ annual plans'."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise+ (annual, 5-seat minimum)",
          "baa": {
            "value": "yes",
            "status": "verified",
            "source": "https://support.read.ai/hc/en-us/articles/37076084515219-Enabling-HIPAA-Compliance-in-Read-AI-Workspaces",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
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            "status": "verified",
            "source": "https://support.read.ai/hc/en-us/articles/37076084515219-Enabling-HIPAA-Compliance-in-Read-AI-Workspaces",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Configurable; without a policy, reports kept while the account is active",
            "status": "verified",
            "source": "https://support.read.ai/hc/en-us/articles/37076084515219-Enabling-HIPAA-Compliance-in-Read-AI-Workspaces",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "fathom",
      "name": "Fathom",
      "vendor": "Fathom",
      "category": "Meeting note-taker",
      "plans": [
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          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Pricing page lists the signed BAA under Enterprise only."
          },
          "baa_self_serve": {
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
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            "status": "unverified",
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
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            "source": null,
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            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "Free plan; paid plans from $15/mo",
            "status": "verified",
            "source": "https://www.fathom.ai/pricing",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        },
        {
          "plan": "Enterprise",
          "baa": {
            "value": "yes ('HIPAA: signed BAA')",
            "status": "verified",
            "source": "https://www.fathom.ai/pricing",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
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            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
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            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
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            "status": "unverified",
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            "method": null,
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            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "notion-ai",
      "name": "Notion AI",
      "vendor": "Notion",
      "category": "Workspace AI",
      "plans": [
        {
          "plan": "Free / Plus / Business",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://www.notion.com/help/hipaa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Must be on the Enterprise Plan to sign the BAA."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
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            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://www.notion.com/help/notion-ai-security-practices",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
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            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2; Notion AI in scope)",
            "status": "verified",
            "source": "https://www.notion.com/help/notion-ai-security-practices",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
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            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise",
          "baa": {
            "value": "yes (Notion AI covered via zero-retention LLM APIs; beta features excluded)",
            "status": "verified",
            "source": "https://www.notion.com/help/hipaa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
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            "status": "verified",
            "source": "https://www.notion.com/help/hipaa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no",
            "status": "verified",
            "source": "https://www.notion.com/help/notion-ai-security-practices",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Zero-retention LLM APIs",
            "status": "verified",
            "source": "https://www.notion.com/help/notion-ai-security-practices",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type 2; Notion AI in scope)",
            "status": "verified",
            "source": "https://www.notion.com/help/notion-ai-security-practices",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "slack-ai",
      "name": "Slack AI",
      "vendor": "Slack (Salesforce)",
      "category": "Workspace AI",
      "plans": [
        {
          "plan": "Pro / Business+",
          "baa": {
            "value": "no",
            "status": "verified",
            "source": "https://slack.com/help/articles/360020685594-Slack-and-HIPAA",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "An Enterprise plan is required."
          },
          "baa_self_serve": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "n/a (no BAA on this plan)",
            "status": "na",
            "source": null,
            "method": "follows from the BAA field",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        },
        {
          "plan": "Enterprise (Grid)",
          "baa": {
            "value": "yes for messages and files only",
            "status": "verified",
            "source": "https://slack.com/help/articles/360020685594-Slack-and-HIPAA",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "No PHI in any Slack feature except messages, files, file names and private channel/DM names. Whether Slack AI is covered is not stated."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "PHI allowed only in messages, files, file names and private channel/DM names; Slack AI coverage not stated.",
            "status": "verified",
            "source": "https://slack.com/help/articles/360020685594-Slack-and-HIPAA",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "General-purpose tool (editorial category)."
    },
    {
      "id": "twofold",
      "name": "Twofold",
      "vendor": "Twofold Health",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "All plans (incl. trial)",
          "baa": {
            "value": "yes (every plan, incl. free trial)",
            "status": "verified",
            "source": "https://www.trytwofold.com/solutions/ai-scribe-with-baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (executed automatically at signup)",
            "status": "verified",
            "source": "https://help.trytwofold.com/en/articles/9963025-frequently-asked-questions",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "BAA covers the free trial; groups can get an org-wide BAA. SOC 2 is still 'in progress'.",
            "status": "verified",
            "source": "https://www.trytwofold.com/solutions/ai-scribe-with-baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no ('Never on your data')",
            "status": "verified",
            "source": "https://www.trytwofold.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Audio never stored",
            "status": "verified",
            "source": "https://www.trytwofold.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "in progress (Type II not yet issued)",
            "status": "verified",
            "source": "https://www.trytwofold.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "$49/mo billed annually; $69 month-to-month",
            "status": "verified",
            "source": "https://www.trytwofold.com/blog/twofold-pricing-explained",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "behavioral"
      ],
      "practice_fit_basis": "Vendor lists Behavioral Health, Psychiatry, Primary Care and other specialties (TW_BAA)."
    },
    {
      "id": "deepcura",
      "name": "DeepCura",
      "vendor": "DeepCura",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (BAA in your name at signup)",
            "status": "verified",
            "source": "https://www.deepcura.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (sign up yourself: 'a BAA in your name')",
            "status": "verified",
            "source": "https://www.deepcura.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Vendor openly says it is not SOC 2 certified; ToS permits aggregated/de-identified use for product development.",
            "status": "verified",
            "source": "https://www.deepcura.com/resources/terms-of-service",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no PHI; ToS allows aggregated/de-identified use to develop its technology",
            "status": "verified",
            "source": "https://www.deepcura.com/resources/terms-of-service",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Evidence-audio retention can be turned off",
            "status": "verified",
            "source": "https://www.deepcura.com/resources/terms-of-service",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "no ('Not SOC 2 certified', stated by vendor)",
            "status": "verified",
            "source": "https://www.deepcura.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "$129/provider/mo",
            "status": "verified",
            "source": "https://www.deepcura.com/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "Vendor lists Dentistry, Clinical Psychology, Addiction Medicine and many medical specialties (DC_HOME)."
    },
    {
      "id": "upheal",
      "name": "Upheal",
      "vendor": "Upheal",
      "category": "Therapy notes AI",
      "plans": [
        {
          "plan": "Free / AI Notes / EHR",
          "baa": {
            "value": "yes (accepted during signup)",
            "status": "verified",
            "source": "https://www.upheal.io/blog/hipaa-baa-checklist-ai-therapy-scribe",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (accepted at signup)",
            "status": "verified",
            "source": "https://www.upheal.io/blog/hipaa-baa-checklist-ai-therapy-scribe",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "De-identified, aggregated data may be used to improve the app; liability is subject to the main Agreement's limits.",
            "status": "verified",
            "source": "https://www.upheal.io/privacy-and-compliance/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no without explicit permission of clinician and client",
            "status": "verified",
            "source": "https://www.upheal.io/privacy-and-compliance",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "BAA allows de-identified, aggregated data to improve the app (UP_BAA)."
          },
          "retention": {
            "value": "Session audio auto-deleted once notes are ready",
            "status": "verified",
            "source": "https://www.upheal.io/pricing",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type II)",
            "status": "verified",
            "source": "https://www.upheal.io/privacy-and-compliance",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "Free plan; AI Notes $39/mo; EHR $1/session",
            "status": "verified",
            "source": "https://www.upheal.io/blog/why-we-priced-upheal-at-1-per-session",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "behavioral"
      ],
      "practice_fit_basis": "Built for therapists and mental-health clinicians (UP_PC)."
    },
    {
      "id": "mentalyc",
      "name": "Mentalyc",
      "vendor": "Mentalyc",
      "category": "Therapy notes AI",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (created at signup in your profile)",
            "status": "verified",
            "source": "https://www.mentalyc.com/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (generated at signup)",
            "status": "verified",
            "source": "https://www.mentalyc.com/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "BAA s.20 caps Mentalyc's total liability at $10,000. Disclosures reported within 5 business days; breaches within 30 days.",
            "status": "verified",
            "source": "https://www.mentalyc.com/business-associate-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no (never trains on session data)",
            "status": "verified",
            "source": "https://www.mentalyc.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Audio deleted when the note is ready; anonymized transcript kept",
            "status": "verified",
            "source": "https://www.mentalyc.com/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type II)",
            "status": "verified",
            "source": "https://www.mentalyc.com/security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "from $14.99/mo billed annually",
            "status": "verified",
            "source": "https://www.mentalyc.com/faqs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "behavioral"
      ],
      "practice_fit_basis": "Built for therapists (ME_FAQ)."
    },
    {
      "id": "blueprint",
      "name": "Blueprint",
      "vendor": "Blueprint",
      "category": "Therapy notes AI",
      "plans": [
        {
          "plan": "Per-session / Unlimited",
          "baa": {
            "value": "yes (included in Terms at signup; signable copy available)",
            "status": "verified",
            "source": "https://www.blueprint.ai/privacy-security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (automatically included at signup)",
            "status": "verified",
            "source": "https://www.blueprint.ai/privacy-security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "No AI training on clinic data 'outside the provision of the Services', which is narrower than a flat ban; de-identified, aggregated data allowed.",
            "status": "verified",
            "source": "https://www.blueprint.ai/platform-services-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no (not 'outside the provision of the Services')",
            "status": "verified",
            "source": "https://www.blueprint.ai/platform-services-agreement",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": "Platform agreement allows de-identified, aggregated data."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "yes (Type II)",
            "status": "verified",
            "source": "https://www.blueprint.ai/privacy-security",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "$0.99/session or $69/seat/mo unlimited",
            "status": "verified",
            "source": "https://www.blueprint.ai/pricing",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "behavioral"
      ],
      "practice_fit_basis": "Built for therapists and behavioral-health groups (BP_PS)."
    },
    {
      "id": "simplepractice-notetaker",
      "name": "SimplePractice Note Taker",
      "vendor": "SimplePractice",
      "category": "Therapy notes AI",
      "plans": [
        {
          "plan": "Add-on to any SimplePractice plan",
          "baa": {
            "value": "yes (covered by SimplePractice's BAA)",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "BAA referenced in FAQ; how it is executed not stated on the page we fetched."
          },
          "baa_fine_print": {
            "value": "Since June 17, 2026 SimplePractice may keep de-identified transcripts to improve its AI unless you change retention settings. Built on Anthropic's Claude.",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "yes (de-identified transcripts retained to improve AI since June 17, 2026; opt-out per clinician/client/session)",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "Transcript available 7 days or until note is locked; de-identified copy may be kept",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "yes (SimplePractice HITRUST certified)",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "$35/clinician/mo add-on after 30-day trial",
            "status": "verified",
            "source": "https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "behavioral"
      ],
      "practice_fit_basis": "EHR for mental-health practices (SP_NT)."
    },
    {
      "id": "ambience",
      "name": "Ambience",
      "vendor": "Ambience Healthcare",
      "category": "AI medical scribe",
      "plans": [
        {
          "plan": "Enterprise",
          "baa": {
            "value": "conditional (BAAs 'as applicable' in customer agreements)",
            "status": "verified",
            "source": "https://www.ambiencehealthcare.com/privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Enterprise contracting."
          },
          "baa_fine_print": {
            "value": "Privacy policy allows de-identified data to be shared with vendors and academic researchers.",
            "status": "verified",
            "source": "https://www.ambiencehealthcare.com/privacy",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "yes (Type I & II)",
            "status": "verified",
            "source": "https://www.ambiencehealthcare.com/informatics",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Claimed by third parties; not found on vendor pages we fetched."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical"
      ],
      "practice_fit_basis": "Sold to health systems."
    },
    {
      "id": "weave",
      "name": "Weave (incl. AI Receptionist)",
      "vendor": "Weave",
      "category": "AI receptionist / phone",
      "plans": [
        {
          "plan": "Weave plans",
          "baa": {
            "value": "yes (published BAA addendum)",
            "status": "verified",
            "source": "https://www.getweave.com/legal/baa/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "How the BAA addendum is executed not stated."
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "AI Receptionist page says models were 'trained on real-world customer interactions'; whether your calls train it is not stated."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "Plans from $199/mo; AI Receptionist price not published",
            "status": "verified",
            "source": "https://www.getweave.com/plans/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental",
        "medical"
      ],
      "practice_fit_basis": "AI booking 'for qualified Dental PMS only' (WE_AI); also sold to medical practices."
    },
    {
      "id": "arini",
      "name": "Arini",
      "vendor": "Arini",
      "category": "AI receptionist / phone",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No HIPAA/BAA statement on the pages we fetched; /security and /trust returned 404."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not published; third-party figures not used."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental"
      ],
      "practice_fit_basis": "'AI Receptionist Trusted by 1,000+ Dentists' (AR_AI)."
    },
    {
      "id": "bola",
      "name": "Bola AI",
      "vendor": "Bola AI",
      "category": "Dental AI",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes ('offers BAAs to dental practices')",
            "status": "verified",
            "source": "https://bola.ai/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "Not published (quote-based)",
            "status": "verified",
            "source": "https://bola.ai/blog/dental-ai-faqs-bola/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental"
      ],
      "practice_fit_basis": "Voice-AI dental charting (BO_HOME)."
    },
    {
      "id": "hello-patient",
      "name": "Hello Patient",
      "vendor": "Hello Patient",
      "category": "AI receptionist / phone",
      "plans": [
        {
          "plan": "All accounts",
          "baa": {
            "value": "yes (every account)",
            "status": "verified",
            "source": "https://www.hellopatient.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "yes (click-through acceptance of Subscription Terms, or by using the service)",
            "status": "verified",
            "source": "https://www.hellopatient.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Using the service counts as accepting the BAA; may create de-identified data; liability governed by the main Agreement's limits.",
            "status": "verified",
            "source": "https://www.hellopatient.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "no (no PHI for AI training without written authorization)",
            "status": "verified",
            "source": "https://www.hellopatient.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "yes (Type 2)",
            "status": "verified",
            "source": "https://www.hellopatient.com/blog/news/soc-2-type-2-certification",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "Usage-based; not published",
            "status": "verified",
            "source": "https://www.hellopatient.com/faq",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental"
      ],
      "practice_fit_basis": "AI phone agents for medical practices."
    },
    {
      "id": "emitrr",
      "name": "Emitrr",
      "vendor": "Emitrr",
      "category": "AI receptionist / phone",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (BAA 'available for execution by subscribers')",
            "status": "verified",
            "source": "https://emitrr.com/compliance-hipaa/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Customers who handle PHI must sign the BAA; it is not automatic.",
            "status": "verified",
            "source": "https://emitrr.com/compliance-hipaa/",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "medical",
        "dental",
        "behavioral"
      ],
      "practice_fit_basis": "Patient communication for healthcare practices (EM_HIPAA)."
    },
    {
      "id": "overjet",
      "name": "Overjet",
      "vendor": "Overjet",
      "category": "Dental AI",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (published BAA)",
            "status": "verified",
            "source": "https://www.overjet.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "BAA lets Overjet use de-identified PHI 'to train Overjet's AI/ML algorithms'; breaches reported within 5 business days.",
            "status": "verified",
            "source": "https://www.overjet.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "yes (de-identified PHI may train Overjet's AI/ML)",
            "status": "verified",
            "source": "https://www.overjet.com/baa",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Claimed in search results only."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "yes (HITRUST certified)",
            "status": "verified",
            "source": "https://www.overjet.com/legal/trust-center",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental"
      ],
      "practice_fit_basis": "Dental radiograph AI."
    },
    {
      "id": "pearl",
      "name": "Pearl (Second Opinion)",
      "vendor": "Pearl",
      "category": "Dental AI",
      "plans": [
        {
          "plan": "All plans",
          "baa": {
            "value": "yes (BAA tied to the MSA)",
            "status": "verified",
            "source": "https://pearl-legal-cdn.hellopearl.com/BAA_US.html?versionId=uhLrRkzTSdGgHxlOokZt3E9kishhCimd",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_self_serve": {
            "value": "no (effective when both parties execute it)",
            "status": "verified",
            "source": "https://pearl-legal-cdn.hellopearl.com/BAA_US.html?versionId=uhLrRkzTSdGgHxlOokZt3E9kishhCimd",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "Pearl may keep your radiological images after the contract ends (s.III.3.2); incidents reported within 3 business days; Pearl indemnifies the practice.",
            "status": "verified",
            "source": "https://pearl-legal-cdn.hellopearl.com/BAA_US.html?versionId=uhLrRkzTSdGgHxlOokZt3E9kishhCimd",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "May retain radiological images after termination",
            "status": "verified",
            "source": "https://pearl-legal-cdn.hellopearl.com/BAA_US.html?versionId=uhLrRkzTSdGgHxlOokZt3E9kishhCimd",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "soc2": {
            "value": "yes (Type II)",
            "status": "verified",
            "source": "https://hellopearl.com/customers/dsos",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No published price found on pages we fetched."
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental"
      ],
      "practice_fit_basis": "Dental radiograph AI (PE_DSO)."
    },
    {
      "id": "denti-ai",
      "name": "Denti.AI",
      "vendor": "Denti.AI",
      "category": "Dental AI",
      "plans": [
        {
          "plan": "Clinical / Clinical+Operations",
          "baa": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Compliance page returned an error when we checked."
          },
          "baa_self_serve": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": ""
          },
          "baa_fine_print": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "No BAA fine print reviewed for this plan."
          },
          "trains_by_default": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "retention": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "soc2": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "iso42001": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "hitrust": {
            "value": "unverified",
            "status": "unverified",
            "source": null,
            "method": null,
            "checked": "2026-10-16",
            "note": "Not stated on the vendor pages we checked."
          },
          "starting_price": {
            "value": "$333/mo billed annually ($399 month-to-month); Clinical+Operations $499/$599",
            "status": "verified",
            "source": "https://www.denti.ai/pricing",
            "method": "fetched",
            "checked": "2026-10-16",
            "note": ""
          }
        }
      ],
      "notes": "",
      "practice_fit": [
        "dental"
      ],
      "practice_fit_basis": "Dental X-ray and charting AI."
    }
  ]
}