Dental AI Receptionist HIPAA Checklist

Protecting patient data is non-negotiable. Use this checklist to evaluate if a voice AI or chatbot vendor meets the necessary compliance standards.

Legal Disclaimer

This checklist is for informational purposes only. It is not legal advice, HIPAA compliance advice, or a substitute for a security audit. Consult with your practice's legal counsel or compliance officer.

The BAA Test

1

Will the vendor sign a BAA?

If the answer is "no" or "we're working on it," stop immediately. A Business Associate Agreement is mandatory for any vendor handling PHI.

2

Where is data stored?

Ensure the vendor uses encrypted cloud storage (e.g. AWS or GCP with HIPAA-compliant configurations) and that data resides in the appropriate jurisdiction.

3

Who has access to transcripts?

Is patient data used to train the vendor's general AI? Ensure they have "opting out of data usage" for training if they aren't using a zero-retention model.

Security Controls Checklist

  • SOC 2 Type II or HITRUST certification
  • AES-256 Encryption at rest and in transit
  • Multi-factor authentication (MFA) for dashboard access
  • Audit logs for every patient data access
  • Automatic logout/session management
  • Data retention and disposal policies

Download the Complete Compliance Guide

Get our 12-page PDF guide on evaluating AI for dental practice security.

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