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HIPAA compliant CRM

A HIPAA compliant CRM, and we sign your BAA

BaseCloud is HIPAA compliant, and we sign a Business Associate Agreement (BAA) with your practice. BaseCloud is HIPAA and HITRUST compliant: every BaseCloud cloud resource is tracked live against the HITRUST/HIPAA control set of 586 checks, and HIPAA is included on every plan.

See pricing · Every feature is on every plan.

At a glance

  • We sign a BAA with your practice
  • HIPAA and HITRUST compliant, with 586 live checks
  • Audit logs kept six years in a tamper-proof archive
  • Private lock-screen notifications in BAA accounts
  • HIPAA included on every plan

The problem

Patient information needs a system built to protect it

A practice runs on calls, texts, reminders and notes about patients. Spread across a phone system, a texting app, a spreadsheet and someone's inbox, that information is hard to audit and easy to expose.

  • Patient names on lock screens

    A notification that shows a patient's name or message on a locked phone puts health information in front of anyone nearby.

  • Every role opens every record

    Front desk and billing staff see the same clinical notes as the practitioner, whatever their job needs.

  • Who opened that file?

    When a patient or an auditor asks who looked at a record, the answer has to come from a log you can trust.

  • Vendors that stall on the BAA

    Many software vendors stall when a practice asks for a Business Associate Agreement, and the practice carries the risk meanwhile.

How it works

How to get a BAA account

  1. Ask BaseCloud for a BAA

    Tell our team you handle health information, and we sign a Business Associate Agreement with your practice.

  2. We switch your account

    Our team switches your account to a BAA account. The change is recorded in the activity log.

  3. Your team works as usual

    Calls, texts, reminders and automations run exactly as before. Private notifications and the HIPAA notice switch on for every user.

What it does

HIPAA safeguards on every screen

HIPAA is included on every plan. Here is how BaseCloud protects your patients' information, from the first sign-in onward.

  • BAA accounts

    Ask BaseCloud for a BAA and our team switches your account to a BAA account. Every change to that setting is recorded in the activity log.

  • Six-year, tamper-proof audit logs

    Audit logs of file access, database activity, sign-ins, key vault reads and admin changes are kept for six years in a tamper-proof, write-once archive.

  • Microsoft Defender and malware scanning

    Microsoft Defender protects the servers, the file store, the key vault and the database. Every file uploaded to BaseCloud is scanned for malware.

  • Private notifications

    In a BAA account, phone and computer notifications read 'New message', 'Incoming call', 'Missed call' or 'Upcoming meeting'. Opening one shows the full details inside BaseCloud, and Mark as done still works.

    • A HIPAA notice in Settings > your user > Notifications
    • The BaseCloud Phone app shows the caller once the call reaches the phone
  • Permissions everywhere your team works

    Permissions apply in the CRM, the Phone app, the API and connected AI apps. Field access hides a field in lists, exports, reports, merge tags and PDFs.

  • Staff access over a private network

    BaseCloud staff reach the phone systems over a private network, and every sign-in is recorded by name. Staff access ends the moment someone leaves BaseCloud.

  • Encrypted Keys

    API keys and passwords are stored encrypted in Settings > App Connections & Keys and never shown again, to anyone, the account owner included.

  • AI on BAA-covered providers

    Workflow AI runs on OpenAI and Anthropic, the providers covered by a BAA. Connect any AI app whose provider has signed a BAA with your practice; Settings > AI Connections reminds every account of this before anything is connected.

  • Email that respects privacy law

    Every bulk and automated email is marked Marketing or Transactional, so unsubscribes are respected under CAN-SPAM and GDPR while appointment confirmations always get through. South African practices are covered under POPIA too.

One platform

HIPAA protection runs through every BaseCloud feature

The same safeguards cover your phone system, your calendar, your AI receptionist and your automations. The security page gathers every proof point in one place for your compliance lead.

Learn more

See every BaseCloud CRM feature

FAQ

Questions buyers ask

Do you sign a BAA?
Yes. BaseCloud is HIPAA compliant, and we sign a Business Associate Agreement (BAA) with your practice. Ask our team for a BAA and we switch your account to a BAA account, with the change recorded in the activity log.
Is HIPAA included on every plan?
Yes. HIPAA compliance and the signed BAA are included on every BaseCloud plan. Compare the plans on the pricing page.
Can patients get appointment reminders by text?
Yes. Automation workflows send appointment reminders by text or WhatsApp from your CRM calendar, timed to each patient's appointment. In a BAA account, your team's own notifications stay private on the lock screen.
Can we connect our EHR?
Yes. BaseCloud connects to your EHR or practice management system through automation workflows and webhooks, and developers can work with the BaseCloud API directly. A dental practice runs its patient communication this way with GoodX.
Which AI providers are covered?
BaseCloud's workflow AI runs on OpenAI and Anthropic, the providers covered by a BAA. Connect any AI app whose provider has signed a BAA with your practice; Settings > AI Connections reminds every account of this before anything is connected.
Are calls and texts covered?
Yes. Calls and texts run inside BaseCloud, so your BAA with BaseCloud covers them. In a BAA account an incoming call shows as 'Incoming call' on the lock screen, and the Phone app shows the caller once the call reaches the phone. More on the HIPAA compliant phone system.

Run your practice on a HIPAA compliant CRM

Book a demo and we'll show you a BAA account on a live screen, from private notifications to the audit trail, and send your BAA for signing.