Reference

Which practice tools sign a BAA

By the Telesystemaic team ·

Of 31 tools that cash-pay practice owners commonly ask about, 15 sign a BAA on a standard or named plan, 4 only on Enterprise or a top tier, and 2 with a paid add-on. Five don't sign one, and for five more we couldn't confirm either way. Each row names the plan and links to the vendor's own page.

Last checked: October 14, 2026. Vendor terms change, so we re-check this table every quarter. Confirm the current terms with the vendor before any patient detail goes in.

Which practice tools sign a BAA?

Here is the short version, as of October 2026. The tables below give the plan, the conditions and the source for each one.

  • Sign a BAA: Keragon, Acuity Scheduling (Premium or Powerhouse), Jotform (Gold or Enterprise), IntakeQ, Google Workspace, Microsoft 365 (business plans), Paubox, Spruce Health, Quo (Business or Scale), Square (HIPAA-enabled services), Healthie, OptiMantra, Jane (on request), Zoom and Doxy.me.
  • Enterprise or top tier only: HubSpot, Twilio, Notion and Slack.
  • With a paid add-on: GoHighLevel (HIPAA package) and Google Voice (a Voice license on a paid Workspace account).
  • No BAA: Zapier, Calendly, Mailchimp, Stripe (reported) and a personal Gmail account.
  • Not confirmed: Make, Flodesk, Kit, ManyChat and Practice Better. Treat these as "no" until the vendor confirms in writing.

Zoom says it signs BAAs, but its public pages don't name the plan, so ask Zoom which one you need. To check only the tools you use, try the BAA checker.

The full table, by category

Every row was checked on October 14, 2026 against the vendor's own site, help center, terms or trust page. Where no vendor page settled it, we say so and link the best source we found.

Intake forms

Intake forms: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
IntakeQYes. The pricing page lists a HIPAA BAA on its Forms plans. The Practice Management plans include the Forms features; confirm the BAA with IntakeQ if you're on one.Paid plans (listed on the Forms plans)intakeq.comOct 14, 2026
JotformYes. Only Gold and Enterprise get the BAA and HIPAA features. Turn HIPAA on in the account before you publish an intake form.Gold or Enterprisejotform.comOct 14, 2026

Scheduling

Scheduling: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
Acuity SchedulingYes. Turn on HIPAA in account settings to sign the BAA. With HIPAA on, email notifications leave out form answers and some calendar syncs are switched off.Premium or Powerhouse; custom BAA on Enterprisesupport.squarespace.comOct 14, 2026
CalendlyNo. Calendly staff said in July 2026 that it doesn't offer a BAA and isn't meant for health information. If you use it, ask no health questions on the booking page.Not on any plancommunity.calendly.comOct 14, 2026

Email

Email: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
Gmail (personal account)No. Google's BAA is accepted in the Workspace Admin console and covers Workspace accounts. A personal Gmail account has no Admin console, so keep patient email off it.Not available on a personal @gmail.com accountknowledge.workspace.google.comOct 14, 2026
Google WorkspaceYes. Covers Gmail, Drive (including Docs, Sheets and Forms), Calendar and Meet. Google Voice is covered for managed users only. Third-party add-ons aren't covered.A paid Workspace account; accept the BAA in the Admin consoleknowledge.workspace.google.comOct 14, 2026
Microsoft 365Yes. Microsoft includes its BAA by default for customers who are covered entities or business associates. In-scope services include Exchange Online, Teams, SharePoint, OneDrive for Business and Forms.A commercial (business) plan; the BAA is in Microsoft's Data Protection Addendumlearn.microsoft.comOct 14, 2026
PauboxYes. Paubox says it includes a BAA with all accounts at no additional charge.All accounts, no extra chargepaubox.comOct 14, 2026

Email marketing

Email marketing: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
FlodeskNot confirmed. We found no BAA or HIPAA statement on Flodesk's site or help center. Treat it as no BAA and keep health details out of lists and emails.Not confirmedhelp.flodesk.comOct 14, 2026
Kit (formerly ConvertKit)Not confirmed. Kit's terms and help center don't mention HIPAA or a BAA. Treat it as no BAA and keep health details out of lists, tags and emails.Not confirmedkit.comOct 14, 2026
MailchimpNo. Mailchimp's data processing addendum lists health information as sensitive data it does not want to collect. Use it only for general newsletters with no health details.Not on any planmailchimp.comOct 14, 2026

Texting, phone and DMs

Texting, phone and DMs: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
Google VoiceWith a paid add-on. Google covers Voice under the Workspace BAA for managed users only. The free Google Voice app and standalone Voice on a personal Gmail account aren't covered.A Voice license added to a paid Workspace accountdocs.cloud.google.comOct 14, 2026
ManyChatNot confirmed. Reported: ManyChat's privacy policy asks users not to send it health information. We couldn't load the page to confirm. Keep DM automations to general questions and booking links.Not confirmedmanychat.comOct 14, 2026
Quo (formerly OpenPhone)Yes. Starter doesn't get a BAA. Customers on Business or Scale request it through the form in Quo's help center.Business or Scale; request the BAA by formsupport.quo.comOct 14, 2026
Spruce HealthYes. Spruce says all trials and paid plans include a BAA automatically for organizations that need one. Covers phone, text, fax, video and secure messaging.All trials and paid planssprucehealth.comOct 14, 2026
TwilioEnterprise only. Twilio signs a BAA only on its Security or Enterprise Edition, and only HIPAA-eligible products are covered. Most solo practices meet Twilio through another app rather than directly.Security Edition or Enterprise Editiontwilio.comOct 14, 2026

Automation

Automation: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
KeragonYes. Built for healthcare automation. The pricing page lists a standard BAA on Starter, Professional and Scale Up. Check that each app you connect also signs a BAA.Any paid plan (Starter and up); custom BAA on Enterprisekeragon.comOct 14, 2026
MakeNot confirmed. Make publishes no BAA on its own site. Users in Make's community forum report that it does not sign individual BAAs. Keep patient details out until Make confirms in writing.Not confirmedcommunity.make.comOct 14, 2026
ZapierNo. Zapier says it does not sign a BAA. Use it only for practice-side tasks and keep patient details out of every Zap.Not on any planzapier.comOct 14, 2026

CRM

CRM: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
GoHighLevelWith a paid add-on. The BAA comes with HighLevel's HIPAA package, billed monthly. HighLevel says the package can't be cancelled or removed once turned on, and HIPAA must be switched on for each sub-account.Paid HIPAA add-on, then turned on per sub-accounthelp.gohighlevel.comOct 14, 2026
HubSpotEnterprise only. Free, Starter and Professional can't hold health data. On Enterprise, turn on sensitive data with the Health/Medical Data and HIPAA-covered entity settings before any patient detail goes in.An Enterprise hub with sensitive data turned onknowledge.hubspot.comOct 14, 2026

Payments

Payments: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
SquareYes. Square's BAA is part of its terms and applies to services it marks as HIPAA-enabled, such as Appointments and Invoices. Not every Square service is HIPAA-enabled.Included in Square's terms for HIPAA-enabled servicessquareup.comOct 14, 2026
StripeNo (reported). Reported: Stripe publishes no BAA, and compliance reviewers say it doesn't sign one. HIPAA's payment-processing exception lets you take payments if no health details go into descriptions, metadata or receipts.Not on any plan (reported)accountablehq.comOct 14, 2026

EHR and practice management

EHR and practice management: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
HealthieYes. Healthie publishes its BAA, which takes effect when your account is created.All accounts; the BAA takes effect when the account is createdgethealthie.comOct 14, 2026
JaneYes. Jane's terms say it will enter its standard BAA, on request, with subscribers subject to HIPAA. Ask Jane's legal team for it.On requestjane.appOct 14, 2026
OptiMantraYes. OptiMantra publishes a BAA with its legal documents, last revised August 5, 2026. OptiMantra and Cerbo have merged.Paid subscription (BAA governed by the master subscription agreement)optimantra.comOct 14, 2026
Practice BetterNot confirmed. The pricing page lists HIPAA compliance on every plan, but we found no public BAA document. Ask Practice Better for a copy of its BAA before you start.Not confirmedpracticebetter.ioOct 14, 2026

Video visits

Video visits: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
Doxy.meYes. Doxy.me's features page advertises a free BAA. Its pricing page names the BAA only under Premium, so confirm for the free plan.All plans per the features page; the pricing page lists it under Premiumdoxy.meOct 14, 2026
ZoomYes. Zoom says it executes BAAs for healthcare customers, but its public pages don't name the plan. Confirm the plan with Zoom sales before you run consults on it.Not confirmed (ask Zoom about Zoom for Healthcare)zoom.comOct 14, 2026

Notes and team chat

Notes and team chat: BAA status as of October 2026
ToolSigns a BAA?Plan neededSourceLast checked
NotionEnterprise only. Notion signs a BAA only on Enterprise. Beta features aren't covered, and Notion can't be used to communicate with patients.Enterprisenotion.comOct 14, 2026
SlackEnterprise only. Slack signs a BAA only on its Enterprise plan. It can't be used to talk with patients, and connected apps need their own BAAs.Enterprise planslack.comOct 14, 2026

What does "signs a BAA" mean in this table?

A business associate agreement (BAA) is a contract in which a vendor agrees to protect the patient information it handles for you, as HIPAA requires. "Yes" means the vendor offers one on the plan shown. It doesn't mean the tool makes your practice compliant.

We write "signs a BAA" rather than "HIPAA compliant" on purpose. A vendor can't be compliant on your behalf. You still need to pick the right plan, turn on the vendor's HIPAA settings and use the tool the way its BAA allows.

Many BAAs come with limits. Slack and Notion can't be used to talk with patients. Google's BAA leaves out third-party add-ons. Acuity switches off some calendar syncs once HIPAA is on. Read the conditions in each row before you rely on it.

What about tools with no BAA?

A tool with no BAA can still have a place in your practice. It just can't hold patient information. Use it for practice-side work, and keep names tied to health details, intake answers, lab information and appointment reasons out of it.

  • Stripe: HIPAA's payment-processing exception lets you take payments without a BAA, as long as descriptions, metadata and receipts say "Consult" or "Lab fee" and nothing about the condition. See Stripe payment links in a medical practice.
  • Calendly: fine for a general discovery call with no health questions on the booking page.
  • Zapier: fine for moving practice-side data, like a new ad lead's name and email into a sheet, with no health details. For anything that touches patient records, use a tool that signs, such as Keragon.
  • Mailchimp, Flodesk, Kit: fine for a general newsletter. Don't build lists or tags around conditions or programs, because a tag like "TRT patients" is itself health information.

For how these pieces fit together, read the HIPAA-safe tool stack for a solo cash-pay telehealth practice.

How we check

For each tool we look for the vendor's own statement: a BAA document, a HIPAA help article, the pricing page, the terms of use or a trust page. We record what it says, the plan it names and the date we checked. We don't rely on third-party "is X HIPAA compliant" sites unless the vendor publishes nothing, and then we mark the row "reported" or "not confirmed".

We re-check every row each quarter and whenever a vendor announces a change. We have no affiliate links on this page. Spot an error? Email hello@telesystemaic.com with the tool and a link to the vendor's page. Please don't include any patient information.

Changelog

  • October 14, 2026: First version, 31 tools checked.

This is general information, not legal advice. Confirm BAA terms with each vendor.

Common questions

Does Zapier sign a BAA?

No. Zapier says it does not sign a business associate agreement, so it can't be used to move patient information. Keragon is an automation tool that includes a BAA on its paid plans (as of October 2026).

Does HubSpot sign a BAA?

Only on Enterprise. HubSpot signs a BAA on its Enterprise hubs once sensitive data is turned on with the health data and HIPAA settings. Free, Starter and Professional plans can't hold health information (as of October 2026).

Does Google Workspace sign a BAA?

Yes. Google offers its BAA to Workspace customers, who accept it in the Admin console. It covers Gmail, Drive, Calendar and Meet, and Google Voice for managed users. A personal Gmail account isn't covered (as of October 2026).

Does Calendly sign a BAA?

No. Calendly staff said in July 2026 that Calendly doesn't offer a BAA and isn't meant for health information. Acuity Scheduling offers one on its Premium and Powerhouse plans.

Is a tool HIPAA compliant if it signs a BAA?

Not on its own. A BAA means the vendor agrees to protect the patient information it holds for you. You still have to use the right plan, turn on its HIPAA settings and follow its limits.