Navigating the intersection of efficient documentation and patient privacy is the biggest challenge for modern healthcare providers. You need automation to reduce burnout, but when Protected Health Information (PHI) is involved, security cannot be an afterthought.
If you are looking for a secure solution immediately, the current market leaders for HIPAA-compliant note-taking according to our research and product tests are Fellow, Twofold Health, Upheal, DeepScribe, Mentalyc, Fireflies.ai, Otter.ai, Supernormal, Krisp, and Notta. Keep reading to understand what each AI meeting notetaker offers.
What makes a meeting notetaker "compliant"?
A viable AI assistant for telehealth, care coordination, or revenue cycle meetings must offer:
- Signed Business Associate Agreements (BAAs)
- Auditable data controls
- Accurate transcription that integrates seamlessly with your EHR/EMR workflows
In this guide, we compare 10 tools that healthtech teams are actually deploying today. We break down pricing signals, platform coverage, and critical privacy guardrails. Use the comparison table below to create your shortlist, then consult our validation checklists to ensure your data governance is audit-ready.
10 HIPAA-compliant AI meeting notetakers for 2026
1. Fellow
Fellow is an AI meeting assistant known for its security and privacy controls. Fellow is HIPAA‑compliant and built for structured, repeatable meeting workflows across clinical ops, product, and GTM teams. It pairs AI notes with customizable templates, action tracking, and a shared meeting knowledge base so distributed clinicians and operators stay aligned without exposing PHI to consumer tools.
Healthcare deployments can centralize agendas, summaries, and decisions with clear ownership in Fellow. If you’re standardizing quality reviews, care huddles, or vendor meetings, Fellow balances privacy with rich collaboration.
Fellow’s enterprise controls, granular permissions, and auditability make it a pragmatic fit for sensitive environments. Plus, this notetaker was chosen by New York Times Wirecutter as the best solution to transcribe and summarize meetings in 2025.
- Ideal for: Multi‑team healthtech orgs and clinical ops
- Compliance: HIPAA‑ready enterprise; SSO/SCIM available
- BAA: Available with enterprise agreements
- Pricing: Paid plans start at $7 per user per month
- Platforms: Zoom, Google Meet, Microsoft Teams; Web/Desktop
- Integrations: Project Management (Monday, Asana, ClickUp) and CRM tools (Salesforce, HubSpot)
- Strengths: Templates, decisions, action items, centralized meeting library, bot and botless recording options
- Limitations: Desktop app bugs reported by some users
- Learn more: AI meeting notes features
Key takeaway: Fellow is ideal for Healthtech orgs and clinical ops.
Learn more about Fellow's pricing plans
2. Twofold Health
Twofold Health focuses on speed, simplicity, and privacy for clinicians who want notes in seconds without lingering recordings. Its HIPAA‑first posture includes instant BAA, minimal data retention, and a botless flow that drafts session notes in under 30 seconds. The interface is designed for rapid capture and review, making it a strong fit for solo providers and small practices that need reliable summaries without heavy configuration. Twofold’s value comes from clear pricing and tight safeguards, ideal when you want a compliant companion that won’t overwhelm your workflow. The tradeoff is fewer enterprise bells and whistles, but many clinicians prefer the streamlined experience.
- Ideal for: Solo clinicians, small group practices
- Compliance: HIPAA‑first design; privacy‑centric defaults
- BAA: Instant BAA available
- Pricing: $49/month
- Platforms: Web; works with Zoom/Meet via botless capture
- Strengths: <30‑second drafts, clean UI, no lingering recordings
- Limitations: Fewer advanced integrations and admin controls
- Source: See Twofold’s overview in this HIPAA notetakers guide
Key takeaway: Ideal for solo clinicians and small group practices.
3. Upheal
Upheal is built for therapy and behavioral health teams that want complete session recording, structured outputs, and mobile flexibility. You can capture entire sessions, generate email‑style patient summaries, and access notes across Chrome, iOS, Android, and even Apple Watch, which suits clinicians on the move. Upheal supports HIPAA compliance with a signed BAA and enterprise controls, though you should confirm scope, data flows, and retention before rollout. Pricing trends toward around $150 per clinician per month with 12‑month commitments, aligning it with platforms that emphasize full‑fidelity capture and richer AI outputs. Expect strong summaries, but audio quality still drives accuracy in difficult environments.
- Ideal for: Behavioral health, therapy practices
- Compliance: HIPAA with BAA; confirm retention and consent flows
- BAA: Available
- Pricing: ~ $150/month, 12‑month contracts
- Platforms: Chrome, iOS, Android, Apple Watch
- Strengths: Full‑session recording, patient‑ready summaries
- Limitations: Output quality drops in low‑audio settings; longer contracts
- Note: Validate consent workflows for every recording scenario
Key takeaway: Ideal for behavioral health and therapy practices.
4. DeepScribe
DeepScribe combines AI with human quality assurance to deliver higher‑accuracy clinical documentation, particularly when nuance matters. This hybrid approach supports SOAP, DAP, and BIRP formats and integrates with Zoom and common clinical workflows. Clinicians typically receive notes a few hours after a session rather than instantly, trading speed for quality assurance that reduces revision time. DeepScribe supports HIPAA deployments with a BAA and clear consent requirements, which is critical for recorded encounters. Teams that prioritize accuracy and standardized note types will appreciate the end‑to‑end process. Be sure to define retention and deletion policies and align them with your compliance program before scale‑up.
- Ideal for: Multi‑provider clinics wanting human‑in‑the‑loop QA
- Compliance: HIPAA with BAA; consent required for recording
- BAA: Available
- Pricing: $400-$750 per provider, per month
- Platforms: Zoom; Web and Mobile access
- Strengths: SOAP/DAP/BIRP formats, human QA for accuracy
- Limitations: Notes arrive hours later; higher total cost
- Tip: Map QA SLAs to your documentation turnaround requirements
Key takeaway: Ideal for multi‑provider clinics needing human‑in‑the‑loop QA.
5. Mentalyc
Mentalyc emphasizes privacy‑first defaults and granular consent, which resonates in mental health settings where patient trust is paramount. The platform lets organizations customize informed consent, control retention, and limit access, giving compliance teams levers they rarely see in generic tools. In practice, this design reduces legal ambiguity and standardizes how clinicians obtain and record consent across telehealth, in‑person, and group sessions. While pricing is less transparent and typically requires a sales conversation, the payoff is a system built to operationalize privacy. If your top priority is airtight consent and governance over added automation, Mentalyc is a strong candidate to pilot.
- Ideal for: Mental health orgs needing advanced consent controls
- Compliance: HIPAA with BAA; rigorous privacy standards
- BAA: Available
- Pricing: Custom; contact sales
- Platforms: Web, Mobile
- Strengths: Customizable consent, strong security posture
- Limitations: Pricing opacity; fewer cross‑app integrations
- Consider: Standardize consent templates by service line
Key takeaway: Ideal for mental health organizations needing advanced consent controls.
6. Fireflies.ai
Fireflies.ai is an AI meeting assistant known for real‑time transcription and features across Zoom, Google Meet, Microsoft Teams, and Webex. Teams get AI summaries, topic trackers, and integrations with Salesforce, Slack, and Asana. Paid plans start at $18/month with a free tier for testing, while enterprise customers can enable SSO/SCIM and compliance options, including HIPAA and SOC 2 on qualified plans. The UI is feature‑rich—which can feel busy to new users—but it shortens time to insight after every meeting. For PHI, insist on a signed BAA and strict data‑retention limits.
- Ideal for: Healthtech GTM, ops, support, and care coordination
- Compliance: Enterprise HIPAA options; SOC 2; SSO/SCIM
- BAA: Available on enterprise plans (confirm scope)
- Pricing: Free; paid from $18/month
- Platforms: Zoom, Meet, Teams, Webex
- Strengths: 90%+ accuracy (up to 99% in English), broad integrations
- Limitations: Cluttered UI for first‑time users
- Source: See Fireflies’ features and pricing in this Zoom notetakers review
Key takeaway: Healthtech GTM, ops, support
7. Otter.ai
Otter.ai is widely adopted for live transcription, automatic summaries, and speaker identification, which makes it approachable for mixed technical and clinical teams. Its free plan covers up to 300 minutes monthly, with paid tiers starting near $10/month, so pilots are budget‑friendly. For HIPAA use, confirm enterprise availability of a BAA, admin controls, and data‑handling restrictions before exposing PHI; Otter is powerful, but consumer defaults are not sufficient for regulated data. Otter’s multilingual coverage is improving but still limited, and bot presence can feel intrusive in sensitive contexts. Use botless or manual start modes when discretion matters to patients and families.
- Ideal for: Cross‑team notes, town halls, internal trainings
- Compliance: HIPAA deployment possible—confirm BAA and settings
- BAA: Enterprise only; verify before PHI use
- Pricing: Free; paid from ~$10/month
- Platforms: Zoom, Meet, Teams; Web, iOS, Android
- Strengths: Real‑time notes, summaries, speaker tags, search
- Limitations: Limited multilingual support; visible bot presence
- Source: See pricing context in this meeting assistants comparison
Key takeaway: Ideal for cross‑team notes, town halls, and internal trainings.
8. Supernormal
Supernormal produces visually structured meeting summaries and offers security controls for regulated teams. Organizations can enforce admin policies, provision users, and connect summaries to systems like HubSpot, Salesforce, Slack, Asana, and Monday to keep ops moving. For HIPAA workloads, work with Supernormal to enable a BAA and confirm data residency, encryption, and deletion guarantees before rollout. Bot and botless recording modes help you adapt to sensitive environments where discretion is essential.
- Ideal for: QBRs, clinical ops leadership syncs
- Compliance: SOC 2; HIPAA via enterprise BAA
- BAA: Available on enterprise plans
- Pricing: Paid Pro starts at $18/mo
- Platforms: Zoom, Meet, Teams; Web
- Strengths: Beautiful summaries, strong admin controls, integrations
- Limitations: Enterprise focus; confirm HIPAA scope up‑front
- Source: Listed among top notetakers in this independent roundup
Key takeaway: QBRs, and clinical ops leadership syncs.
9. Krisp
Krisp is an AI audio quality enhancer and real‑time transcription assistant that improves downstream accuracy and privacy. By removing background noise, echo, and cross‑talk, Krisp raises transcription quality—critical for multi‑speaker clinical settings like case conferences and nurse handoffs. It supports Zoom, Teams, and Google Meet with speaker identification and multilingual capabilities. For HIPAA, deploy Krisp in enterprise environments with a BAA and ensure audio never leaves approved boundaries. Used this way, Krisp hardens your stack: better audio equals better AI notes with fewer reworks, while avoiding PHI exposure to consumer services.
- Ideal for: Noisy clinics, shared workspaces, telehealth carts
- Compliance: HIPAA‑supporting when deployed with BAA and controls
- BAA: Enterprise agreements—confirm availability
- Pricing: Paid plans start at $8 per user per month
- Platforms: Desktop app; works with Zoom/Teams/Meet
- Strengths: Noise cancellation, accurate transcripts, speaker ID
- Limitations: Not a full notetaker; pair with a notes platform
Key takeaway: Noisy clinics, shared workspaces, and telehealth carts.
10. Notta.ai
Notta.ai is a note management platform with a generous free tier and paid plans starting around $10/month. It supports bot and recorder modes across major conferencing tools and offers simple organization and search, which helps small practices standardize meeting documentation quickly. For HIPAA, verify enterprise BAA availability and disable any training on your data; without a BAA, use Notta only for non‑PHI meetings like vendor calls or internal standups. While workflows are straightforward, larger orgs may find limits in advanced compliance features, provisioning, and EHR integrations. It’s a practical, affordable option when you need to get started fast.
- Ideal for: Budget‑conscious teams and pilots
- Compliance: HIPAA only with BAA; otherwise for non‑PHI use
- BAA: Enterprise only—confirm before PHI exposure
- Pricing: Free; paid from ~$10/month
- Platforms: Zoom, Meet, Teams; Web, Mobile
- Strengths: Simple setup, solid transcription, note management
- Limitations: Limited advanced workflows; check retention controls
- Tip: Lock retention to shortest feasible window
Key takeaway: Ideal for budget‑conscious teams and pilots
How to choose the right HIPAA‑compliant AI meeting notetaker for your healthcare team
Selecting the right HIPAA‑Compliant AI Meeting Assistant starts with a clear requirements list tied to your risk posture and workflows. Require a signed BAA, documented encryption at rest/in transit, access controls, audit logs, and configurable retention. Map needs like live transcription, template support (SOAP/DAP/BIRP), user roles, and SSO/SCIM. Validate integrations with EHR, scheduling, and collaboration tools, and specify botless modes for sensitive contexts. Create a decision matrix that scores vendors on compliance, usability, accuracy, and total cost. Finally, speak directly with vendor compliance teams to confirm legal guarantees, third‑party audits, data residency, sub‑processors, and deletion SLAs before procurement.
- Checklist: BAA, encryption, RBAC, MFA, audit logs, retention, DLP
- Workflow fit: Templates, speaker labeling, summaries, action items
- Integrations: EHR, telehealth, calendar, Slack, Salesforce, Teams
- Deployment: Botless option, consent prompts, redaction controls
- Budget: Per‑seat/usage costs, onboarding, training, and support
Key features to look for in HIPAA‑compliant AI meeting notetakers
A credible HIPAA solution pairs security controls with healthcare‑specific capabilities. Security must include signed BAAs, end‑to‑end encryption, role‑based access control, audit trails, MFA/SSO, and configurable data retention. Healthcare features should cover multi‑speaker attribution, medical note formats (SOAP, DAP, BIRP), template customization, redaction, and export to EHR. Look for consent capture, disclosure reminders, and watermarking to deter unauthorized sharing. Define BAA: a Business Associate Agreement is the HIPAA‑required contract between covered entities and vendors governing the handling and protection of PHI. Only tools that sign BAAs and demonstrate controls should be used for any PHI‑containing meetings.
- Security: BAA, encryption, RBAC, MFA/SSO, audit trails, DLP
- Healthcare: SOAP/DAP/BIRP, templates, speaker tags, redaction
- Governance: Retention windows, deletion SLAs, legal holds
- Interop: EHR APIs, telehealth, calendar, CRM, ticketing
- Admin: SCIM provisioning, org‑wide policies, domain control
Ensuring HIPAA compliance and data security with AI meeting assistants
Compliance is a shared responsibility: your vendor must provide controls, and your organization must configure them correctly. Require encryption in transit and at rest, enforce least‑privilege access, mandate MFA/SSO, and perform periodic audits with evidence. Build consent into every workflow—state recording intent, identify the AI tool, and obtain affirmative permission, which also mitigates wiretapping and privacy law risks documented by legal experts. Define data retention and deletion timelines that meet your regulatory and clinical documentation needs. Finally, document your governance model: PHI scope, approved use cases, sub‑processor lists, breach notification terms, and incident response exercises.
- Core practices: Encryption, RBAC, MFA, audits, vendor risk reviews
- Consent: Clear, standardized prompts; store proof with notes
- Retention: Shortest feasible windows; automate deletion
- Governance: Data maps, DPIAs, and change‑control processes
- Reference: Legal risks summarized by this law firm advisory
Benefits of using AI meeting notetakers in Healthcare and Healthtech workflows
AI notetakers reduce documentation time, improve accuracy, and simplify compliance across multidisciplinary teams. Clinicians and care coordinators spend less time summarizing encounters and more time on patient care, while operational teams capture decisions, tasks, and ownership in one place. In regulated settings, auditable summaries and standardized templates increase consistency and quality. Organizations also benefit financially: fewer admin cycles, faster follow‑ups, and better cross‑team visibility drive ROI. To operationalize value, train teams on when to use botless modes, set retention to minimums, and integrate notes into collaboration hubs so insights move instantly from conversation to action.
- Time saved: Reduce documentation workloads significantly
- Quality: Consistent formats and fewer manual errors
- Compliance: Built‑in consent, audit trails, and access controls
- Collaboration: Shareable summaries and action tracking
- Read more: AI notetaker statistics
Frequently Asked Questions
What does HIPAA compliance mean for AI meeting notetakers?
HIPAA compliance means a notetaker implements administrative, physical, and technical safeguards to protect PHI, including encryption, access controls, and auditability. It also means the vendor will sign a Business Associate Agreement (BAA) that contractually obligates them to handle PHI according to HIPAA rules and your policies. Practically, you should expect documented security controls, independent attestations (e.g., SOC 2), and transparent data flows and sub‑processors. Remember, compliance is contextual: your organization must configure retention, permissions, and consent properly. Only deploy the tool for PHI once a BAA is signed and you have validated settings in a production‑equivalent environment.
How can I verify that an AI meeting notetaker will sign a Business Associate Agreement (BAA)?
Start by reviewing the vendor’s security or compliance page for explicit BAA language and any mention of “HIPAA enterprise” tiers. Then contact sales or compliance to confirm a BAA is available, request a sample, and clarify covered services, sub‑processors, and data residency. Ask for security documentation (SOC 2 report, pen test summary) and a responsibility matrix that shows which controls you must configure. Finally, ensure your procurement process captures deletion SLAs, breach notification timelines, and indemnification. If a vendor refuses to sign a BAA, do not use the product with PHI—limit it to non‑PHI meetings or evaluate other options.
Are free AI notetakers safe to use with protected health information (PHI)?
Most free plans are not configured for HIPAA and rarely include a BAA, so they are generally unsafe for PHI. Free tiers may also use data for model training by default, allow broad retention, or lack enterprise controls like SSO and audit logs. If you must evaluate a tool, only do so with synthetic data or non‑PHI meetings. Before any PHI exposure, upgrade to an enterprise plan that includes a signed BAA, verify encryption, restrict model training, and set strict retention. When in doubt, route all PHI‑related meetings through approved, HIPAA‑configured environments and tools with documented safeguards.
What security features should I expect from a HIPAA‑compliant AI meeting assistant?
Expect end‑to‑end encryption, strong access controls (RBAC), multi‑factor authentication, audit trails, and configurable data retention with automated deletion. Insist on a signed BAA and proof of independent assessments (e.g., SOC 2 Type II). For healthcare workflows, look for consent prompts, PHI redaction, and template support (SOAP, DAP, BIRP). Enterprise deployments should offer SSO/SCIM, domain policies, and detailed admin logs. Finally, your vendor should provide documentation on sub‑processors, data residency, and incident response. These features together create an environment where PHI is protected across capture, processing, storage, and sharing—meeting HIPAA’s security and privacy requirements end to end.
How do AI meeting notetakers integrate with healthcare workflows and electronic health records?
Many HIPAA‑capable notetakers like Fellow integrate with collaboration tools to move summaries into daily workflows. Some support export to EHRs via secure APIs or structured formats that mirror clinical note types, helping clinicians paste or import without rework. On the operational side, integrations with Slack, Teams, Salesforce, and task managers streamline follow‑ups and accountability. When evaluating, ask for EHR‑specific mappings (e.g., SOAP fields), redaction controls, event‑based retention, and audit logs that tie back to patient encounters. Pilot with a small cohort, monitor accuracy and consent capture, and only then scale to more service lines.
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