Create policies, procedures, and training materials structured around OCR's safeguard requirements in about 45–60 minutes. Built for practices adopting AI clinical documentation tools.
Start Compliance WizardUsed by independent practices, small group practices, and early adopters of AI scribe technology
of independent primary care physicians in a 2025 Elation Health survey reported using AI-powered tools daily for clinical documentation[1].
of physicians across specialties report using some form of health AI, with documentation and workflow support among the top use cases[2].
OCR and industry guidance point to tighter expectations for documenting AI workflows, training, and risk management—not just generic HIPAA policies[4][6].
to move from "we're probably fine" to a documented HIPAA program for your AI scribe workflows, structured around OCR's safeguard requirements—without hiring a full-time compliance officer.
Statistics and regulatory guidance as of January 2026
Your practice uses AI scribes to improve clinical workflow and reduce administrative burden. You're ahead of the curve on technology adoption, but may not have a dedicated compliance officer or formal HIPAA documentation program.
HIPAA’s Privacy and Security Rules apply to AI tools that handle protected health information (PHI), including AI scribes and documentation assistants[5]. In practice, that means having written policies, procedures, role-based training, and risk assessments that show how your team uses AI tools—not just a generic HIPAA binder[4][7].
Small practices don't have compliance departments. Creating HIPAA documentation from scratch takes weeks of research, legal review, and policy writing. Most practices lack the time or expertise to build this internally.
Enter your practice name, specialty, and AI scribe vendor. The wizard customizes documentation templates to your specific use case.
Walk through administrative safeguards, technical safeguards, workforce training, risk assessment, and incident response procedures. Answer guided questions about your current practices so the outputs align with HIPAA’s safeguard requirements and OCR’s expectations for AI workflows.
Receive structured policies, procedures, training materials, and risk assessment reports formatted so you can respond quickly when OCR asks, “Show us how you govern AI tools in your practice.” Export as PDF or Word documents for your practice records.
Generate HIPAA policies that organize your AI scribe workflows around administrative safeguards (workforce roles, access controls, training), technical safeguards (encryption, audit logs, vendor responsibilities), and physical safeguards (workstation and device security)[7]. Includes Business Associate Agreement (BAA) templates you can review with counsel.
HIPAA requires workforce training on your own policies and procedures—not just generic HIPAA slides—and 2025 guidance raises the bar on documentation: individual completion records, test results where appropriate, version tracking, and remediation notes[4]. Our wizard walks you through these requirements for your AI scribe workflows so you can produce role-based training content and logs that match what OCR typically requests in investigations[6].
Generate formal risk assessments documenting potential vulnerabilities in your AI scribe workflows and related safeguards, including how AI tools are configured, who can access them, and how outputs are reviewed. Identify gaps in administrative, technical, and physical safeguards before OCR or a business associate asks for evidence[5][7].
In our early cohorts, most practices complete the initial setup in under an hour; the result is a living documentation package you can update as your AI stack evolves, instead of weeks of one-off policy writing.
Documentation is structured around HIPAA’s administrative, technical, and physical safeguard requirements and the kinds of records OCR typically asks for—policies, training logs, and risk analyses—so you can respond quickly when questions come up[4][7]. Using these templates does not create or guarantee compliance and is not an OCR endorsement; they must be reviewed and finalized by your legal and compliance advisors.
Customized to your specialty, practice size, and AI scribe vendor. Not generic templates—tailored to your clinical documentation workflow.
No. The Compliance Wizard helps you document HIPAA compliance for AI tools you're already using. It doesn't replace your AI scribe—it helps you demonstrate to OCR that you have proper safeguards in place.
The HHS Office for Civil Rights (OCR) enforces HIPAA compliance. Recent guidance and expert commentary make clear that HIPAA’s Privacy and Security Rules fully apply to AI tools that handle PHI, including AI scribes[5]. In 2025–2026, practices should expect OCR investigations and audits to ask for detailed documentation of AI workflows, role-based training, and risk analysis—not just generic HIPAA policies[4][6]. Civil monetary penalties for HIPAA violations can range from a few hundred dollars to more than $70,000 per violation depending on culpability, with annual caps over $2 million for repeated violations of the same requirement, and total penalties in major cases can reach several million dollars[3].
The wizard generates: (1) HIPAA policies covering administrative, technical, and physical safeguards; (2) Workforce training materials and completion logs; (3) Risk assessment reports; (4) Incident response procedures; (5) Business Associate Agreement (BAA) templates. All formatted for OCR review.
The wizard is designed for small to medium-sized practices (1-50 providers) that may not have dedicated compliance officers. However, larger practices can also use it to supplement existing compliance programs or create documentation for new AI tool implementations.
In our early cohorts, most practices complete the initial wizard setup in under an hour. The process involves answering guided questions about your current practices, AI scribe usage, and existing safeguards, and the documentation is generated automatically based on your responses.
No. The Compliance Wizard is a documentation tool that helps you create HIPAA policies and procedures. It does not constitute legal advice or compliance certification. We recommend having your healthcare attorney review generated documentation before implementation. The tool helps you demonstrate due diligence, but does not guarantee compliance.
The wizard can supplement existing documentation. Use it to create specific policies for AI tool usage, update workforce training materials, or generate risk assessments for new technology implementations. You can export individual sections as needed.
Yes. All documentation is exported as editable Word or PDF files. You can modify policies to match your practice's specific procedures, add practice-specific examples, or integrate with existing documentation.
Free tier includes access to the wizard and basic documentation templates. Paid plans ($49-$149/month) include advanced templates, unlimited exports, and priority support. View full pricing
Create your compliance documentation today so you can confidently show how your practice governs AI scribes and other documentation tools. Free tier available—no credit card required.
✓ Works with all AI scribes (Abridge, Nuance DAX, Nabla)
✓ Documentation exports structured around OCR's safeguard requirements
✓ Designed for small practices without compliance departments