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Which vendors does a therapist actually need a BAA with?

A Business Associate Agreement is required with any vendor that can create, receive, maintain, or transmit your clients’ protected health information (45 CFR 164.502(e)). Most therapists are missing at least one. Here is the therapist-specific list.

EHR / practice management

SimplePractice, TherapyNotes, Healthie, usually offered, but you must actually sign it.

Billing & clearinghouse

Anyone who processes claims or statements on your behalf.

Email & secure messaging

Standard consumer Gmail is not covered without a business agreement.

Scheduling & intake tools

Booking, reminders, and intake-form collectors.

Cloud storage

Consumer Dropbox/Drive tiers generally are not covered.

Telehealth platforms

Any video platform carrying session data.

AI notetakers / transcription

The newest gap, many do not sign BAAs at all.

Answering services / virtual assistants

If they can access client information.

A BAA written for a small practice

The generic legal-template BAAs are written for enterprise vendor relationships. Ours is sized for a therapy practice and customized to you. Free preview before you pay.

Want to see your own vendor list analyzed?

The BAA has a live generator: check off the tools your practice uses and watch the tracker fill in, vendor by vendor, free to preview.

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Pick your vendors, watch the tracker fill in live, and unlock the signable agreement instantly.

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