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Effective: February 24, 2026  |  Last updated: September 30, 2026

Privacy Policy

This Privacy Policy describes how Health Assist AI (“we,” “our,” or “Provider”) collects, uses, discloses, and protects information in connection with our AI-enabled clinical documentation and patient intake platform. Questions? Contact us at info@health-assist.org.

1. Overview

Health Assist AI provides an AI-enabled clinical documentation and patient intake platform used by healthcare organizations (“Customers”). We are committed to the privacy, confidentiality, and security of all information processed through our platform.

2. Definitions

  • Personal Information: Any information about an identifiable individual.
  • PHI (Protected Health Information / Personal Health Information): Personal information relating to an individual’s health, collected in the course of providing healthcare services.
  • Customer Data: All data submitted to the platform by a Customer or its patients.
  • Controller / Organization: The healthcare organization that determines the purposes and means of processing personal information.
  • Processor / Service Provider: Health Assist AI, which processes personal information on behalf of the Controller.

3. Our Role: Service Provider / Data Processor

Health Assist AI acts as a service provider (data processor) on behalf of healthcare organizations. The healthcare organization — not Health Assist AI — determines what patient information is collected, for what purposes, and for how long it is retained. We process information only on the documented instructions of our Customers.

4. Information We Collect

Account & Organization Information: Names, email addresses, job titles, and credentials of authorized platform users.

Usage & Technical Data: IP addresses, access logs, device type, and anonymized analytics used for platform security and performance. PHI is excluded from logs and analytics.

Patient Information: Chief complaint, medical history, medications, allergies, family history, and optional voice recordings submitted by or on behalf of patients through the intake workflow. This information is submitted by the healthcare organization or its patients, not collected independently by Health Assist AI.

5. How Information Is Used

  • Operating the platform and delivering AI-assisted documentation features
  • Generating draft clinical intake summaries for physician review
  • Maintaining platform security, authentication, and audit trails
  • Providing customer support and resolving issues
  • Complying with applicable laws and regulations

We do not sell personal information or patient data. We do not use patient PHI to train public AI models.

6. Legal Bases for Processing

We process personal information on the basis of: (a) contract performance — to deliver the services our Customers have engaged us to provide; (b) legal compliance — where applicable law requires; and (c) legitimate interests — for platform security and fraud prevention. Where required by applicable law (including BC PIPA and PIPEDA), processing of patient health information occurs on the basis of the patient’s express consent, obtained by the healthcare organization.

7. AI Processing & Automation

Our AI assists with structuring and summarizing patient-reported information and generating draft clinical notes. All AI-generated content is reviewed and approved by the responsible healthcare professional before any clinical use. Clinical decisions remain solely with providers. Patient data is not used to train public or shared AI models.

AI processing takes place in Canada, with the exception of five drafting features described in §14, whose information is stored in Canada but may be processed outside it.

8. Healthcare Compliance

Health Assist AI aligns its practices with applicable healthcare privacy legislation, including:

  • BC PIPA (BC’s Personal Information Protection Act) — the primary framework for private community clinics and physician offices in British Columbia.
  • PIPEDA (federal Personal Information Protection and Electronic Documents Act) — applies to federally regulated organizations and cross-border transfers.
  • PHIPA (Ontario’s Personal Health Information Protection Act) — for Ontario-based healthcare organizations.
  • HIPAA / HITECH (United States) — where applicable. We operate as a HIPAA Business Associate and execute Business Associate Agreements with US Customers.

We act as a service provider under BC PIPA and PIPEDA, and as a data processor under GDPR. Healthcare organizations retain accountability for their patients’ personal health information.

9. Data Security Safeguards

  • Encryption of PHI in transit (TLS 1.2+) and at rest (AES-256)
  • Role-based access controls and multi-factor authentication
  • Comprehensive audit logging of all PHI access events
  • Network segmentation and private endpoints; no public database exposure
  • PHI excluded from application logs, error reporting, and analytics

10. Sub-Processors & Service Providers

We use the following sub-processors to deliver the platform. All are bound by contractual obligations that require protection of personal information at a standard comparable to applicable law:

Sub-ProcessorPurposeLocation
Microsoft AzureApp infrastructure, database, networkingCanada Central
Microsoft Azure OpenAIClinical note drafting, document and image reading, translationCanada East
Microsoft Azure OpenAI (certain drafting features)History of present illness, imaging and referral suggestions, requisition pre-fill, wound photograph review, interview summariesStored in Canada East; may be processed outside Canada — see §14
Microsoft Azure SpeechSpeech-to-text / text-to-speechCanada Central
Microsoft Azure Document IntelligenceReading scanned documents and faxesCanada Central
Doxy.meVideo consultations (not recorded)United States — see §14
TwilioText messages (verification codes, booking and video links, appointment alerts to physicians) and handling of unanswered calls to the clinicUnited States — see §14
ResendEmail: sign-in codes, booking and cancellation confirmations, video-visit links, document requests and secure-file noticesUnited States — see §14

11. Data Retention

Patient session PHI is automatically and permanently deleted at the end of the configured retention window. Finalized clinical records (SOAP notes exported to EMR) are retained for a default of 7 years from the date of finalization. Draft records (unfinished SOAP notes, session data, labs, and prescriptions) are retained for a default of 3 years from creation. Healthcare organizations may configure longer windows through their account settings. On-demand deletion is available at any time through the platform dashboard.

Consent records and audit logs are retained for 7 years as required by applicable healthcare privacy legislation.

Account information is retained for the duration of the Customer relationship and deleted within 30 days of account termination, except where retention is required by law.

12. Individual Rights & Access Requests

Individuals have rights under applicable law including the right to access, correct, and request deletion of their personal information. Because Health Assist AI acts as a service provider to healthcare organizations, requests relating to patient health information should be directed to the healthcare organization (your clinic or physician). We will cooperate with Customers in responding to such requests.

For inquiries about account or contact information held by Health Assist AI directly, contact us at info@health-assist.org.

13. Breach Notification

In the event of an actual or reasonably suspected breach involving Customer PHI, we will notify the affected Customer within 48 hours of becoming aware of the incident, and will provide reasonable assistance to support the Customer’s own regulatory notification obligations.

14. International Data Processing & Cross-Border Transfers

Most processing now happens in Canada. Our application infrastructure (App Service, database, networking) is hosted in Microsoft Azure’s Canada Central region. As of 15 September 2026, AI processing, speech-to-text and document reading were moved from the United States to Microsoft’s Canadian regions (Canada East and Canada Central). Clinical notes, fax and document reading, image extraction and translation are processed in Canada.

Four exceptions, stated plainly.

1. Certain drafting features. Five features use a newer AI model that Microsoft does not offer on a Canada-only basis: drafting the history of present illness, suggesting imaging and referrals, pre-filling requisitions, reviewing wound photographs, and summarising intake interviews. Information used by these features is stored in Canada but may be processed on Microsoft servers outside Canada, including in the United States. Your physician reviews everything these features produce before it is used.

2. Video consultations. Video visits are carried by Doxy.me, whose servers are in the United States, so a video call crosses the border. Calls are not recorded. If you would rather not use a US-based service, you may ask for a telephone appointment instead — you are told this before you book.

3. Text messages and phone calls. Text messages are sent through Twilio, whose servers are in the United States. This covers texts to patients (verification codes, booking links and video-visit links, which contain no health information) and texts to your physician or clinic staff. When you book online, your physician is texted your name, the appointment time, your phone number and whether your MSP coverage checked out — not your health card number or your reason for the visit. Other alerts to clinic staff may name you, for example when you finish an intake interview or when staff set themselves a reminder about your care. If you call the clinic and the call is not answered, Twilio handles the call and receives your phone number so the clinic can call you back.

4. Email. Emails are sent through Resend, whose servers are in the United States. This includes your booking and cancellation confirmations (your first name, the clinic, the appointment date and time, and for video visits the link to join), video-visit links, requests from the clinic to upload documents (which may include a short note from staff about what is needed), notices that the clinic has shared files with you (a download link; the files themselves stay on our Canadian servers) and sign-in codes. Emails do not include your health card number or your reason for the visit.

Where information is processed outside Canada it may be accessible to courts, law enforcement or national security authorities under the laws of that country. BC PIPA permits processing outside Canada provided it is disclosed; this section is that disclosure.

Contractual Safeguards: We have in place with Microsoft Corporation: (a) a Data Processing Agreement (DPA) governing Microsoft’s handling of personal information as a sub-processor; and (b) a HIPAA Business Associate Agreement (BAA). These agreements require Microsoft to implement safeguards comparable to those required under BC PIPA, PIPEDA, and HIPAA, and restrict Microsoft from using data for any purpose other than delivering the contracted services.

Transparency: As required by the federal Office of the Privacy Commissioner (OPC) cross-border transfer guidelines and by BC PIPA, we are transparent about which processing occurs in a foreign jurisdiction and about the consequences of that, rather than describing our safeguards alone.

Healthcare organization responsibility: Private clinics and physician offices in BC using this platform remain accountable under BC PIPA for their patients’ personal health information even when transferred to a third party for processing. Clinics should ensure their own patient-facing privacy policy discloses that information may be transferred to and processed in the United States. Health Assist AI can provide copies of the applicable Microsoft DPA and BAA upon written request to support Privacy Impact Assessment documentation.

15. Cookies & Technical Tracking

We use essential session cookies for authentication and security only. We do not use behavioral advertising cookies, third-party tracking pixels, or cross-site analytics.

16. Children’s Privacy

The platform is designed for use by licensed healthcare professionals. We do not knowingly collect personal information from children except as part of an authorized patient intake workflow initiated by a healthcare provider.

17. Policy Updates

We may update this Privacy Policy periodically. We will notify Customers of material changes in advance by email or in-platform notice. Continued use of the platform after the effective date of an updated Policy constitutes acceptance of the changes.

18. Contact & Privacy Officer

For privacy inquiries, data access requests, or to request copies of our Microsoft DPA and BAA:

Health Assist AI
Privacy Officer
info@health-assist.org