Step 1
Execute a BAA with the AI vendor before PHI is processed.
HIPAA COMPLIANCE
Use these resources to prepare consent, NPP updates, staff training, and launch controls. Confirm vendor data handling, retention, access, and BAA terms before go-live.
ANSWER
If a vendor creates, receives, maintains, or transmits PHI for the practice, the vendor should be evaluated as a Business Associate. The real go-live question is not whether the page uses a compliance badge. The real questions are whether the BAA is signed, who can access the data, how long audio or transcript data is retained, what the consent workflow says, and who reviews the final clinical note.
For the documentation-risk side of the same decision, read the hidden risk in clinical notes.
For patient recording and consent workflow, read the dental AI privacy and consent guide.
GO-LIVE
Execute a BAA with the AI vendor before PHI is processed.
Decide whether consent is written, verbal, or both based on state law and practice policy.
Update the Notice of Privacy Practices if AI-assisted documentation changes how PHI is created or processed.
Train front desk and clinical staff on how to explain the tool and handle opt-outs.
Confirm who can access notes, transcripts, and patient context.
Run a test appointment without a patient to validate microphone, browser, and room setup.
FREE RESOURCES
These five documents form the core HIPAA compliance package for a dental practice using AI-assisted documentation. Customize them for your practice, then have counsel review before implementation.
Template
Written authorization for AI scribe use during appointments. Covers what is recorded, how data is protected, and patient rights.
Template
Supplement to your Notice of Privacy Practices for AI-assisted documentation workflows.
Template
Quick-reference card for front desk and clinical staff covering consent, opt-out, and patient questions.
Template
Operational checklist covering pre-launch, launch day, and follow-up compliance checks.
Template
Print-ready patient notice for rooms where AI-assisted documentation is in use.
VENDOR REVIEW
If the vendor handles PHI for the practice, the answer should be clear before go-live.
Ask whether the tool captures audio, transcripts, notes, identifiers, and any patient context.
If yes, ask for the retention period, storage location, and reason for retention.
Ask about support staff access, role-based permissions, audit logging, and deletion workflow.
The team should have a documented manual workflow ready before the first visit.
FAQ
If the vendor creates, receives, maintains, or transmits PHI for the practice, it should be evaluated as a Business Associate and covered by a BAA.
HIPAA is not the only rule. Consent requirements can also depend on state recording laws, patient notice obligations, and practice policy.
Yes. A practice should have a clear opt-out workflow and a manual documentation fallback.
No. OraCore drafts documentation. The clinical team reviews, edits, and controls what becomes the final record.
Confirm the BAA, consent workflow, NPP language, staff training, access controls, retention terms, deletion process, support access, and final note review workflow.
NEXT STEP
The safest launch is the one where the team has already decided how consent, access, review, and opt-out work before a patient sits down.
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