WarmDesk

HIPAA-Compliant Answering Service

A HIPAA-Compliant Answering Service You Can Actually Audit

Every patient call contains protected health information. WarmDesk is built so you can show exactly how that PHI is collected, stored, accessed and retained, and we sign a BAA before we handle any of it.

  • Business Associate Agreement signed before go-live
  • Encryption in transit and at rest for recordings and transcripts
  • Role-based access and a complete audit log

Incoming call

Ringing…

Ringing
Patient

Hi, I'd like to book a consultation this week.

WarmDesk

Happy to help. I have Thursday at 2:00 or Friday at 10:30. Which works best?

Patient

Friday at 10:30 is perfect.

WarmDesk

You're booked for Friday at 10:30 AM. I've texted you a confirmation.

Written to your calendar · confirmation sent

Step 1/5 · A patient calls your clinic

#01 - Why it matters

"HIPAA compliant" is easy to claim and hard to verify

Plenty of answering services put "HIPAA compliant" on their website. Far fewer can tell you who can listen to your call recordings, how long transcripts are kept, or produce an access log when you ask. Compliance is about the controls you can demonstrate, and those are what we lead with.

#02 - Capabilities

The controls behind the claim

Signed BAA

We sign a Business Associate Agreement with your practice before any patient call touches our systems.

Encryption throughout

Call audio, transcripts and messages are encrypted in transit and at rest.

Role-based access

Staff see only what their role requires. Access is granted per user and removable instantly.

Minimum necessary collection

Collects only the information needed for the call's purpose, configurable per call type.

Configurable retention

Set how long recordings and transcripts are kept, aligned with your record retention policy.

Full audit trail

Every access, export and change is logged with user and timestamp, ready for review.

01

What to ask any answering service about HIPAA

If you're evaluating vendors, these questions separate real safeguards from marketing copy. We'll answer every one of them in writing.

  • Will you sign our BAA, or yours, before handling PHI?
  • Where are call recordings and transcripts stored, and are they encrypted at rest?
  • Who at your company can access our patients' call data, and how is that logged?
  • Can we set our own retention period and request deletion?
  • Which subprocessors handle PHI, and do they have BAAs with you?
  • How do you notify us in the event of a breach, and how quickly?

02

Why a phone call is a PHI event

The moment a caller gives a name alongside a reason for visit, date of birth or insurance details, that call contains PHI. With an AI answering service it isn't just the audio: transcripts, extracted fields and summaries are PHI too, and each needs the same protection.

WarmDesk treats every artifact of a call as PHI by default, so nothing ends up in logs, analytics or model training outside your agreement.

03

Your data isn't used to train shared models

Patient call data from your practice is processed to serve your practice. It isn't used to train models shared with other customers.

#03 - How it works

How we onboard with compliance first

  1. 01

    Sign the BAA

    Executed before any configuration involving patient data.

  2. 02

    Security review

    We complete your vendor security questionnaire and share our documentation.

  3. 03

    Configure controls

    Set user roles, retention periods and data collection per call type.

  4. 04

    Go live with logging

    Audit logging is on from the first call and can't be switched off.

#04 - FAQ

Common questions

Yes. We sign a BAA with every practice before handling any patient calls, and we can review your template if you have one.

Get started

Get the BAA and security documentation first

Book a demo and we'll walk through our safeguards before we talk features.