Compare tools for working with your practice’s documents, data, and day-to-day operations. Each profile links to the relevant healthcare offering.
General purpose AI & secure assistants
Claude (Anthropic)
An AI assistant for drafting documents, analyzing files and spreadsheets, answering questions from practice information, and creating small tools.
Capabilities: Writing, document analysis, analytics, knowledge retrieval, and tool building.
For your practice: Helps practice teams prepare reports, work with documents, and reduce recurring administrative work.
HIPAA offering
HIPAA-ready Enterprise requires the Primary Owner to enable HIPAA and accept the BAA.
General purpose AI & secure assistants
OpenAI — ChatGPT
ChatGPT supports drafting, research, file analysis, and operational work. OpenAI also provides an API for building AI into practice systems.
Capabilities: Writing, research, document and data analysis, knowledge retrieval, and workflow assistance.
For your practice: Helps administrative and clinical teams summarize information, prepare documents, and analyze operational data.
HIPAA offering
HIPAA offerings include Healthcare, Enterprise with Regulated Workspace, eligible Clinicians accounts, and API with Modified Retention, under a BAA.
General purpose AI & secure assistants
Gemini in Google Workspace
Google’s AI assistant works across Workspace tools to help teams draft emails and documents, summarize information, and work with spreadsheets.
Capabilities: Writing, summarization, document search, spreadsheet assistance, and meeting support.
For your practice: Brings AI assistance into the email, documents, and spreadsheets staff already use.
HIPAA offering
Covered Workspace Gemini services support HIPAA use under Google’s BAA. Gemini in Chrome is excluded.
General purpose AI & secure assistants
Microsoft 365 Copilot
Microsoft’s work-account Copilot helps with documents, spreadsheets, email, meetings, and information in Microsoft 365.
Capabilities: Writing, summarization, spreadsheet analysis, meeting assistance, and workplace search.
For your practice: Helps staff turn meetings, emails, and files into usable summaries, documents, and follow-up work.
HIPAA offering
Properly configured work offerings support HIPAA under Microsoft’s BAA; Bing web queries are outside that coverage.
General purpose AI & secure assistants
Perplexity Enterprise
An AI research assistant that combines web sources and uploaded information to answer questions with citations.
Capabilities: Web research, source discovery, document questions, and research summaries.
For your practice: Helps teams research vendors, compare services, and investigate business questions with linked sources.
HIPAA offering
PHI use requires a separately executed BAA. Confirm the covered plan and features with Perplexity.
General purpose AI & secure assistants
Hathr.AI
A secure AI workspace for teams handling patient information, with chat, document analysis, and support for scanned files.
Capabilities: Conversational AI, document analysis, summarization, and optical character recognition.
For your practice: Helps teams organize and summarize records, faxes, claims documents, and other administrative information.
HIPAA offering
The vendor includes a BAA on every plan and offers accounts without a seat minimum.
General purpose AI & secure assistants
BastionGPT
A healthcare AI workspace for document review, drafting, transcription, and working with sensitive information.
Capabilities: AI chat, document analysis, summarization, drafting, and transcription.
For your practice: Helps staff prepare letters, summarize documents, and turn source material into drafts for review.
HIPAA offering
The vendor includes a signed BAA on every plan, including its trial.
Behavioral health documentation & compliance
Clinically AI
An EHR-integrated AI platform for behavioral health documentation and compliance auditing, including a Welligent integration.
Capabilities: Chart-aware documentation, treatment-plan support, and automated compliance auditing.
For your practice: Supports documentation consistency and helps quality teams identify gaps before an audit or billing review.
HIPAA offering
The vendor states HIPAA support. Request its BAA and the covered integration details during setup.