How to implement AI for inbox & email in a small practice

HIPAA-eligible AI assistants and encrypted email for drafting, summarizing and triaging admin messages.

1. Move practice email to a paid Google Workspace or Microsoft 365 plan and sign their BAA.
2. Never paste patient information into consumer AI chat tools (free/Plus/Team tiers have no BAA).
3. Use AI for drafts, summaries and templates; a person sends every message.
4. Add encrypted email if you email patients.
5. Create saved replies for your 10 most common admin questions.

Browse Inbox & Email tools.

Disclaimer: This site covers administrative and operational workflows only. It is not clinical, legal, or compliance advice. Pricing and BAA status come from vendor sites or third-party reviews as of the date shown and can change – confirm directly with each vendor and your compliance advisor before using any tool with protected health information.