AI Vendor BAA Check

Does SimplePractice Note Taker sign a BAA?

Yes, it signs a BAA

SimplePractice signs a BAA with every account. Users accept it with a checkbox when they create a trial account, and SimplePractice says its existing BAA covers the AI Note Taker add-on, with no separate contract.

Based on 5 sources, all from SimplePractice, LLC unless marked.

Business associate
SimplePractice, LLC
Tool
SimplePractice Note Taker
Plans with a BAA
All SimplePractice subscription plans (with Note Taker add-on)
Checked
Signs a BAA
SimplePractice, LLC signs a BAA for SimplePractice Note Taker.

By plan

PlanBAAHow to get itConditions
All SimplePractice subscription plans (with Note Taker add-on)Signs a BAAIncluded in the termsRequest pageThe BAA, Terms of Service and Privacy Policy are accepted by checkbox at trial signup, and nothing needs to be re-signed when upgrading to a paid plan. Note Taker is an optional add-on on all subscription plans, at $35/month per clinician after a 30-day trial. Add-on AI products are also governed by a separate Terms of Service AI addendum.[1],[2],[3],[4]

Are the AI features covered?

Vendors often sign a BAA for the core product but leave some AI features out. Here is what SimplePractice, LLC says about each one.

AI featureUnder the BAADetails
Note Taker (AI session transcription and progress-note drafting)CoveredSimplePractice says Note Taker falls under the existing BAA with no separate contract. Transcripts are kept for up to 7 days, or until the note is signed and locked. From June 17, 2026, SimplePractice may keep de-identified transcripts to improve Note Taker, and clinicians can set retention preferences. The FAQ names Anthropic's Claude as the AI partner.[2],[3],[5]

Sources

  1. SimplePractice BAA, Terms of Service, and Trust & Security informationSimplePractice, LLC, Help center. Checked Oct 11, 2026.
  2. Note Taker FAQsSimplePractice, LLC, Help center. Checked Oct 11, 2026.
  3. HIPAA-compliant AI note takingSimplePractice, LLC, Documentation. Checked Oct 11, 2026.
  4. SimplePractice Business Associate AgreementSimplePractice, LLC, Legal terms. Checked Oct 11, 2026.
  5. Addendum to SimplePractice Terms of Service for Add-On AI ProductsSimplePractice, LLC, Legal terms. Checked Oct 11, 2026.

A signed BAA is necessary but not sufficient for HIPAA compliance, which also depends on configuration, access controls, and your own policies. Verdicts summarize the vendor's own published terms as of the date checked; confirm with the vendor and your counsel before sending protected health information. Not legal advice.