Compliance & Governance

HIPAA BAA + SOC 2 AI built for independent practices

In short: SMBlify Health signs a HIPAA Business Associate Agreement with every customer, operates under SOC 2 controls, logs every AI interaction with PHI, and runs a documented AI governance model. Compliance is built in — never an add-on or upcharge.

HIPAA Business Associate Agreement

A signed BAA is a precondition for every deployment. We never process PHI without one. The agreement covers all 7 services and applies to every model and integration we operate on your behalf.

SOC 2 controls

SMBlify Health operates under SOC 2 controls covering security, availability, confidentiality, and processing integrity. Customer data is encrypted in transit and at rest, access is least-privilege and logged, and changes are reviewed and recorded.

AI governance model

Audit logs & incident response

Every AI interaction with PHI — voice calls, SMS, chat, intake, recall — is logged with timestamp, actor, model version, and outcome. Logs are available to the practice for compliance review. Incidents are reported per the BAA, with a documented response runbook.

Accountability

SMBlify Health is the single accountable partner. We do not subcontract PHI handling. The named operator on your account owns compliance posture in the same way they own outcomes. Implementation is a 12-week product with compliance reviewed at every gate.

Frequently asked questions

Do you sign a HIPAA BAA?

Yes — required for every customer. We do not deploy without one.

Are you SOC 2 compliant?

Yes. Under SOC 2 controls with continuous monitoring and documented policies.

How is PHI used in AI prompts?

Only models covered by our BAA process PHI. Customer PHI is never used to train foundation models.

Do you provide audit logs to the practice?

Yes. Every PHI interaction is logged and available for compliance review.

Last updated: May 16, 2026 · Reviewed by SMBlify Health Compliance