Using PHI in AutoNotes
PHI can be used in the Clients feature (names, DOB, demographics, etc.).
PHI should never be entered on the public website (autonotes.ai), only inside the secured app (app.autonotes.ai).
How AutoNotes Protects Client Data
All data is encrypted in transit (TLS) and at rest (AES-256).
Saved recordings are encrypted.
Access is controlled through roles, least-privilege permissions, and audit logging.
Privacy Settings Your Org Controls
Under Settings → Privacy, your organization can choose:
Whether documents are saved automatically
Whether recordings are stored or auto-deleted
How client records are shared within the org (Off / Global / Individual)
Summary
PHI is fully supported and protected inside the AutoNotes application under your BAA. You decide how much client information to enter, while all stored data remains encrypted and access-controlled.