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CallRail includes a BAA on every Healthcare Plan, so for many clinics the real question is which alternative fits their reporting and workflow, not which one is HIPAA-ready (CallRail). CallTrackingMetrics, Invoca, Liine and WhatConverts also put BAAs in place, and each still leaves you to decide which call details reach your ad platforms. Curve Compliance, which credits calls from call tracking tools to the ad click that drove them, checked every vendor page below on November 9, 2026.
Book a call. Running Google or Meta ads that drive phone calls? Curve Compliance receives call outcomes from your call tracking tool through incoming webhooks, credits each one to the original ad click, and sends the conversion server-side with a fixed list of fields. Curve's team does the setup, typically live in about a week. Book a call with Curve.
CallRail alternatives with a BAA
Each vendor below says on its own pages that it puts a BAA in place. The terms differ: some tie it to a plan, some to a template, and one to its terms of service.
| Tool | What its own page says | Plan or condition | Directory entry |
|---|---|---|---|
| CallRail | “Every Healthcare Plan includes a Business Associate Agreement (BAA)” (CallRail) | Healthcare plans, in a separate account: “Accounts on healthcare plans will always remain separate from standard CallRail accounts” (CallRail Help) | CallRail |
| CallTrackingMetrics (CTM) | “As part of our HIPAA Compliance Program, CTM will put in place Business Associate Agreements (BAAs) with customers” (CTM) | “Our HIPAA compliant features are included in the Marketing Pro plan and above” (CTM) | CallTrackingMetrics |
| Invoca | “For customers who are subject to HIPAA, Invoca offers an industry-standard BAA template” (Invoca) | Customers with their own vendor BAA “can request Invoca review and sign their version” (Invoca) | Invoca |
| Liine | Its terms say the “HIPAA Business Associate Addendum (“BAA”) attached as Exhibit A hereto will apply” when your content includes PHI (Liine) | The BAA applies “only to systems that Liine controls and operates to provide the Services” (Liine) | Liine |
| WhatConverts | “Once your Business Associate Agreement (BAA) is executed, the WhatConverts team will activate HIPAA compliance for your profile” (WhatConverts) | “Available on: Pro and Elite Plans” (WhatConverts) | WhatConverts |
For a ranked list, see best HIPAA compliant call tracking software. For one vendor at a time, see Is CallRail HIPAA compliant? and Is Invoca HIPAA compliant?
CallRail vs CallTrackingMetrics for healthcare
This is the head-to-head most clinics weigh. Both sign BAAs; they differ in how the healthcare setup works day to day.
| CallRail | CallTrackingMetrics | |
|---|---|---|
| BAA | “CallRail will enter into a Business Associate Agreement (BAA) with the Covered Entity or Business Associate” on healthcare accounts (CallRail Help) | BAAs under CTM's HIPAA Compliance Program (CTM); HIPAA features on Marketing Pro and above (CTM) |
| Sign-in and access | “Users will be logged out every 30 minutes,” and opening a recording link requires the user's own login (CallRail Help) | Individual logins; “two-factor authentication and automatic timeouts, can be enabled,” and admins can restrict which call data fields each user group sees (CTM) |
| Recording and transcripts | On a Healthcare plan with Call Tracking Intelligence, “Recording and transcripts are OFF by default, but can be turned on later”; with Premium Conversation Intelligence and Convert Assist they are on by default (CallRail Help) | “Every call recording playback is logged so that administrators know when a call has been reviewed” (CTM) |
| Redaction | “If enabled, PHI redaction is ON by default, with the option to turn it off” (CallRail Help) | “CTM provides the ability to either manually or automatically redact any personally identifiable information from call, text, and form records” (CTM) |
| With Curve Compliance | Each call reaches Curve by secure webhook (CallRail integration) | Call outcomes reach Curve through an incoming webhook (CTM entry) |
What a call tracking BAA covers, and what it doesn't
A call can be health information even before anyone listens to it. CallRail puts it this way: “Even without an audio recording of the call, the fact that the call happened at all may create health information that links an individual to a medical practice and the types of services they provide” (CallRail Help). That is why the BAA with your call tracking vendor matters.
The BAA binds the vendor that signs it. Liine's terms say so directly: its BAA applies “only to systems that Liine controls and operates to provide the Services” (Liine). Invoca says it “does not transmit PHI to third-party systems unless the customer explicitly creates such a data feed” (Invoca), and CallRail says “All integrations in CallRail's integrations library are usable on a Healthcare plan” (CallRail Help). So the integration you set up, not the BAA, decides which call details travel to Google Ads or Meta.
Recordings, transcripts and PHI
- Recording consent is a state question. CallRail's notice: “Recording laws vary by state. Some require all-party consent; others require only one” (CallRail Help). Recording consent depends on your state, so talk to your counsel before you turn recording on.
- Defaults differ by plan. On CallRail, recording and transcripts start off on the Call Tracking Intelligence healthcare plan and on with Premium Conversation Intelligence and Convert Assist, where PHI redaction is also on by default (CallRail Help).
- AI features. CallRail says “For Healthcare accounts, AI features also include PII and PHI redaction to help maintain HIPAA compliance” (CallRail Help).
- Notifications. CallRail leaves caller ID out of call notification emails on healthcare accounts (CallRail Help). WhatConverts says with HIPAA on, “Email notifications have PHI removed” and “Users are logged out automatically after 15 minutes of inactivity” (WhatConverts).
- Access logs. CTM logs every recording playback (CTM), and WhatConverts says “All access to PHI is logged for compliance” (WhatConverts).
For what clinics may record and keep, see dental call tracking: what you can record and call tracking architecture: DNI, recording and PHI.
Sending a qualified call or booking to Google Ads and Meta
A call conversion only improves bidding once it reaches the ad platform, and that is the step a call tracking BAA leaves to you. A safe setup looks like this:
- Decide what counts. First-time callers, completed calls or qualified leads, rather than every ring.
- Send a neutral event. Use a name such as Lead or qualified call, never a service or condition name, and keep transcripts, recording links and caller notes out of what leaves.
- Credit it to the click. The tracking number or session ties the call to the ad click, so the conversion lands on the right campaign.
- Check what was accepted. Confirm what each platform received, not just what you meant to send.
For the Google Ads side in detail, see HIPAA call tracking for Google Ads. Calls are one of several sources: see what website tracking sends from a health site, and if calls turn into CRM records, GoHighLevel vs HubSpot for healthcare.
How Curve Compliance helps
Curve Compliance receives call outcomes from call tracking tools through incoming webhooks, credits each one to the original ad click, and sends the conversion server-side from Curve's servers to Meta, Google Ads, TikTok, Microsoft Advertising and LinkedIn. With CallRail, each call arrives by secure webhook and is attributed to the ads, campaigns and keywords that drove it, so calls count next to your web conversions. Each platform receives only a fixed list of fields, events can use neutral names such as Lead, and Curve strips PHI before data reaches an ad platform.
Campaign Reporting puts Meta and Google Ads spend next to Curve-tracked conversions per campaign, and WhatConverts outcomes show as CRM revenue and close rate. Event Logs show what Curve sent to each platform and what it accepted. Curve is SOC 2 Type II, signs a BAA on every plan, and its team does the setup, typically live in about a week. Book a call to see your calls credited to the ads that drove them.
Sources, checked November 9, 2026: CallRail for healthcare and plans page; CallRail Help Center CallRail Healthcare accounts and HIPAA and compliance settings for Healthcare plans; CTM Security and plan FAQs; Invoca HIPAA compliance; Liine Terms of Service; WhatConverts, Enable HIPAA Compliance in a Profile.
Frequently Asked Questions
What are the best CallRail alternatives for healthcare?
CallTrackingMetrics, Invoca, Liine and WhatConverts each put a BAA in place on their own terms: CTM with HIPAA features on Marketing Pro and above, WhatConverts on its Pro and Elite plans, Invoca through its standard BAA template and Liine through the addendum in its terms of service (CTM; WhatConverts; Invoca; Liine).
Is CallRail HIPAA compliant?
CallRail signs a BAA on its Healthcare plans: “Every Healthcare Plan includes a Business Associate Agreement (BAA)” (CallRail). Its plans page adds that it signs “a business associate agreement (BAA) with each of our Healthcare clients” (CallRail).
Does CallTrackingMetrics sign a BAA?
Yes. CTM says it “will put in place Business Associate Agreements (BAAs) with customers” as part of its HIPAA Compliance Program (CTM), and that its HIPAA compliant features are included in the Marketing Pro plan and above (CTM).
Is Invoca HIPAA compliant?
Invoca says it “is HIPAA compliant and does not transmit PHI to third-party systems unless the customer explicitly creates such a data feed,” and offers an industry-standard BAA template (Invoca).
Does WhatConverts sign a BAA?
Yes, on its Pro and Elite plans: once the BAA is executed, “the WhatConverts team will activate HIPAA compliance for your profile” (WhatConverts).
Can call tracking data go to Google Ads?
Yes, as a conversion. Send a neutral event with a fixed list of fields and keep transcripts, recordings and caller details out. Curve Compliance receives call outcomes by webhook, credits each to the ad click and sends the conversion server-side.
What is the best call tracking software for healthcare?
The one whose BAA covers the plan you need and whose integration settings let you control what reaches ad platforms. Our ranked list of HIPAA compliant call tracking software compares the main options by plan.
Talk to Curve Compliance
Book a call. Want phone calls credited to the Google and Meta ads that drove them? Curve Compliance receives call outcomes by webhook, credits each to the original ad click, sends the conversion server-side with a fixed list of fields, strips PHI before data reaches an ad platform and signs a BAA on every plan. Curve's team does the setup, typically live in about a week. Book a call with Curve.