Is Otter.ai HIPAA compliant? Does it sign a BAA?
The answer
Signs a BAA on specific plans
Yes, on Otter's Enterprise plan only. Otter says it becomes a Business Associate only when a signed BAA is in place.
AI assistants. Checked on the vendor's own pages on .
Using Otter.ai on a healthcare site? Curve Compliance keeps your ad tracking HIPAA-compliant around it, under a BAA on every plan. Book a call
On this page
What Otter.ai says
“HIPAA compliance is only available for the Enterprise plan.”
“Otter.ai is not a HIPAA-covered entity by default. It becomes a Business Associate only when a signed BAA is in place.”
What the BAA covers and excludes
Excludes or limits, in Otter.ai's words:
- "Otter supports public and link-based transcript sharing, which is not appropriate when PHI is involved. Customers must explicitly disable these features to avoid unauthorized disclosures."
What this means for ad tracking
Otter records and transcribes meetings, including sales calls, consults and campaign reviews, so a transcript can put a person's name next to their condition.
A BAA with Otter covers those transcripts on the Enterprise plan. It does not cover an ad platform, so a booked call or consult you count as a conversion should reach Meta or Google without any transcript content.
Curve Compliance closes that gap: it sends the conversion itself server-side, under a BAA it signs on every plan, so your campaigns keep a conversion signal without a pixel carrying patient data. Book a call to see it on your own funnel.
A business associate agreement binds only the vendor that signs it, so each vendor that handles patient information for you needs its own.
How Curve helps
- Keep Otter for what it does well. Curve carries the conversion signal to your ad platforms separately, under its own BAA.
- Server-side conversion tracking in place of pixels: conversions reach your ad platforms from Curve's server, not from the patient's browser.
- A fixed field list per platform, so each ad platform receives only the fields set for it.
- PHI-like pattern detection checks every event before it goes out, and neutral event names keep conditions and treatments out of what the platforms see.
- When identifiers are enabled, Curve hashes them with SHA-256.
- Consent management for your site, alongside the tracking.
- A HIPAA-compliant setup done by Curve's team, with a BAA signed on every plan.
Book a call with Curve and Curve's team will walk through your tracking setup with you.
Frequently asked questions
Is Otter.ai HIPAA compliant?
Yes, on Otter's Enterprise plan only. Otter says it becomes a Business Associate only when a signed BAA is in place. With a signed BAA, Otter.ai can handle patient information for you, set up the way the vendor describes. The BAA does not cover ad pixels or tags on the same pages, because they send data to other companies.
Does Otter.ai sign a BAA?
Yes, on Otter's Enterprise plan only. Otter says it becomes a Business Associate only when a signed BAA is in place. In Otter's words: “HIPAA compliance is only available for the Enterprise plan.” We checked Otter's own pages on October 5, 2026.
Which Otter plans include a BAA?
Only the Enterprise plan. Otter says to reach out to your account manager to start the BAA process, or to contact its Sales team. It also tells healthcare customers to disable public and link-based transcript sharing when PHI is involved.
Does a BAA with Otter.ai cover my ad pixels?
No. A BAA covers the data Otter.ai handles for you. A pixel sends data from the visitor's browser straight to Meta, Google or TikTok, and none of those platforms is a party to your BAA with Otter.ai.
Does Curve Compliance sign a BAA?
Yes. Curve Compliance signs a BAA on every plan, and Curve's team does the HIPAA-compliant setup for you. Book a call to get started.
Sources
Last checked . Vendors change their plans and terms, so confirm the current terms with Otter.ai before you send it patient data.
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Track ad conversions under a BAA
Curve signs a BAA on every plan. Curve's team sets up HIPAA-compliant conversion tracking for you in about a week, sending conversions server-side in place of pixels.
Book a call