Healthcare · HIPAA
An AI virtual receptionist for HIPAA-covered practices, with a signed BAA
Patients call to book, cancel and ask questions, and many share health details along the way. Your AI virtual receptionist answers patient calls under a signed Business Associate Agreement, asks only for what each call needs and never puts health details in an email.
Hear it answer — call our AI receptionist(450) 367-9990Is there a HIPAA-compliant virtual receptionist?
No software is HIPAA compliant by itself. A practice can use an AI virtual receptionist within HIPAA when three things are in place: business associate agreements with every company that handles patient information on a call, safeguards on the information, and a call flow that collects only what each call needs. Your practice’s own HIPAA duties stay with you.
An AI receptionist that answers patient calls handles protected health information, so the company behind it is a business associate under HIPAA. A signed Business Associate Agreement (BAA) is the starting point, not an upgrade. “HIPAA-friendly” isn’t a standard, and neither is a BAA that only comes with an enterprise plan.
With 365vox, the agreement comes with the agent, at no extra cost. When you create the agent, the portal asks: “Will callers share health information with this agent?” A Yes opens the health-information agreement: a HIPAA business associate agreement for US practices and a service agreement under the Canadian health privacy law that applies to you. You accept it before that agent can handle health information. We have our own business associate agreement with every company that handles patient information on a call: the voice AI, speech recognition, phone service, hosting and database.
It never makes clinical decisions
Your virtual receptionist records what the caller says and follows your rules. It doesn’t assess symptoms or give medical advice. Calls are routed by the words and rules you set. It’s set up to tell anyone who describes a life-threatening emergency to hang up and call 911. Like any AI, it can mishear or misunderstand, so it isn’t an emergency service and doesn’t replace your own emergency arrangements.
Where patient information goes on a call
| Step | What happens | Safeguard |
|---|---|---|
| Answer | The voice AI answers and says it’s an AI and that the call is recorded | Our BAA with the voice provider; encrypted between our systems and our providers (the public phone network itself isn’t) |
| Understand | Speech recognition turns the caller’s words into text | Our BAA with the speech provider; our contract doesn’t allow it to train AI models on your calls |
| Keep | The summary, recording and transcript are saved for your team | Encrypted at rest; recordings kept 7, 14 or 30 days, as you choose, and the transcript and summary on the same schedule |
| Alert | Your team gets an email that a call came in | No health details in the email; they stay in the portal |
| Review | Your team opens the call in the portal | Sign-in with an emailed code; only your team’s accounts |
| Book | The appointment goes into your practice software, where connected | Only software that signs a health-information contract |
We have our own business associate agreement with every company in this path that handles patient information.
Rules in your state
HIPAA is the same in every state. Call recording and some health privacy rules aren’t. Pick your state.
All 50 states and DC. If your callers are in several states, check each one, and when a call crosses state lines, plan for the stricter rule.
General information, not legal advice. Recording rules from Justia’s 50-state survey, checked October 2026. See every state in one table.
Your state
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to record a call
What every Business Associate Agreement must cover, ours included
HIPAA lists what a BAA must say (45 CFR 164.504(e)). Ours says all of it, and one thing more.
- What we may use patient information for: answering and handling your calls, nothing else
- The safeguards the HIPAA Security Rule asks for
- Reporting to you any use that isn’t allowed, including a breach
- Our own written agreement, with the same restrictions, with every company that handles patient information on your calls
- Help when a patient asks to see, correct or get an accounting of their information
- Our records available to the Department of Health and Human Services if it asks
- Return or deletion of patient information when you leave
- Our Terms and Data Processing Addendum also say your calls aren’t used to train AI models
What stays with your practice
A BAA doesn’t move your own HIPAA duties to us. You still run your risk analysis, decide who on your team sees calls, train your staff and answer patients’ requests. We give you what you need to do it.
From signed agreement to the first patient call
Answer the health question
When you create your agent, the portal asks: “Will callers share health information with this agent?” A Yes holds the agent to stricter rules, such as emails that only say a call came in.
Accept the agreement
A Yes opens our health-information agreement, a HIPAA Business Associate Agreement for US practices. You accept it in the portal before that agent can handle health information.
Set what each call collects
For each kind of call, you approve the questions: usually a name, a date of birth, a callback number and the reason in a few words. Nothing more.
Test, then go live
You call your agent and try every kind of call before it answers a patient. Activate stays off until you’ve tested it.
A patient call, handled the HIPAA way
- AI receptionistThanks for calling Lakeside Family Medicine. I’m the practice’s AI virtual receptionist. This call is recorded and transcribed so we can handle your request. How can I help?
- CallerI need to move my appointment tomorrow. It’s about my blood pressure medication.
- AI receptionistI can help with that. What’s your full name and date of birth?
- CallerMaria Lopez, March 3, 1968.
- AI receptionistThank you, Maria. I can move you to Thursday at 9:40 with Dr. Patel. Would that work?
- CallerYes. Should I keep taking the new dose until then?
- AI receptionistThat’s a question for Dr. Patel’s team, so I’ll ask them to call you back today. If this is an emergency, please hang up and call 911.
What your missed calls are worth
Put in your own numbers.
Revenue those missed calls could be worth each month
$7,794
An estimate from the numbers above, not a guarantee. Amounts in US dollars. A month is counted as 4.33 weeks; cost is billed by the second. Starting values are example numbers chosen by 365vox for a medical practice; replace them with your own.
Illustrative example
A three-doctor family practice with two people on the phones
Mornings bring a wave of calls: appointments, refills and test results. Callers wait on hold or reach voicemail, and new patients often hang up and call the next practice.
- The virtual receptionist answers before opening, at lunch, after closing and when both lines are busy
- New patients are booked into new-patient slots by your rules
- Refill and results calls become callback requests for the care team, with only what’s needed
- Emails say a call came in; the team reads the details in the portal
The numbers, worked out
- Calls answered that used to be missed
- 87 a month
- New patients at 30%
- 26
- First visits at $300 each
- $7,794
Illustrative example, not a 365vox customer result. Assumptions: 20 missed calls a week (4.33 weeks a month), 30% become new patients, $300 over their first visits, 2.5 minutes a call at $0.75. Change any of them in the calculator above.
HIPAA and your state
States where the law changes how a practice’s phone calls are handled.
Bookings in your practice software
Health agents connect only to software that signs a health-information contract. Systems connected through NexHealth carry an additional fee.
Medical practice management, EHR and scheduling
Bookings, new-patient details and call notes go straight into the system your clinic already runs on.
- athenahealth EHR & practice management
- eClinicalWorks EHR
- ModMed Specialty EHR
- NextGen Office EHR & practice management
- Tebra Practice management
- IntakeQ / PracticeQ Practice management
- OpenEMR Open-source EHR
- Zenoti Med spa & wellness
- Mindbody Med spa & wellness
- Acuity Scheduling Online booking
- Salesforce Health CRM
Product names and logos are trademarks of their respective owners and are shown to indicate compatibility, not partnership or endorsement. Some connections require a specific plan from the software provider.
Comparing virtual receptionist services?
Live answering services usually sell monthly plans of minutes or calls. 365vox is an AI virtual receptionist that answers forwarded calls on the first ring, day and night, follows your approved answers and costs $0.75 a minute, billed by the second, with no plan.
Keep exploring
HIPAA and your AI receptionist: FAQs
Is an AI receptionist HIPAA compliant?
Which companies handle patient information on a 365vox call?
Do call emails include patient details?
Does it tell callers it’s an AI?
Does the AI receptionist give medical advice?
How long are patient call recordings kept?
Does HIPAA change from state to state?
What does it cost for a HIPAA-covered practice?
Patient calls answered, under a signed BAA.
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