Smart Dial legal & trust center

Business Associate Agreement Information

How to request a BAA review for a proposed Smart Dial healthcare workflow.

Important: A request does not create a BAA, approve a healthcare workflow, or authorize PHI. No BAA is represented as available or executed by this page.

When a BAA may be needed

A BAA may be required when Smart Dial or a subprocessor creates, receives, maintains, or transmits PHI on behalf of a covered entity or another business associate. Legal counsel should determine the parties and scope.

Review prerequisites

Smart Dial must review the proposed data flow, enabled features, users, call content, storage, retention, vendors, security configuration, and incident contacts. Each subprocessor that may touch ePHI must also have appropriate contractual coverage.

Request a review

Contact Support with your organization name and a high-level description that does not contain PHI. Smart Dial will respond with the information needed for business, security, and legal review.

Request a healthcare and BAA review

Do not include PHI, patient names, recordings, transcripts, or credentials.

Expected sensitive data types
Expected features

Submission starts review only. PHI remains prohibited until the required contracts and approved configuration are complete.