Privacy Policy

Last updated: January 4, 2026SOAP-E, LLC

1. Overview and Scope

SOAP-E, LLC ("SOAP-E," "Company," "we," "us," or "our") provides an AI-assisted clinical documentation platform designed for use by licensed healthcare professionals and their organizations (the "Service").

This Privacy Policy describes how we collect, use, disclose, and safeguard information when acting solely as a Business Associate under HIPAA, and when processing limited personal information related to user accounts.

Important Notice

This Privacy Policy is not a Notice of Privacy Practices under HIPAA. Covered Entities are responsible for providing their own Notice of Privacy Practices to patients, as required by law.

Scope

This Policy applies to:

  • Users of the SOAP-E platform
  • Personal information related to user accounts
  • Protected Health Information ("PHI") processed on behalf of Covered Entities

In the event of any conflict between this Privacy Policy and a signed Business Associate Agreement ("BAA"), the BAA controls with respect to PHI.

2. Regulatory Alignment

SOAP-E's privacy and security practices are designed to align with applicable laws and regulations, including:

  • The Health Insurance Portability and Accountability Act of 1996 (HIPAA)
  • The HIPAA Privacy, Security, and Breach Notification Rules
  • Applicable state privacy and data protection laws

State Privacy Laws

Protected Health Information processed under HIPAA is exempt from most state privacy laws, including the California Consumer Privacy Act (CCPA).

State privacy law requirements, where applicable, apply only to:

  • Non-PHI account information (e.g., name, email, professional credentials)
  • Technical and operational data that does not constitute PHI

When state privacy laws apply to non-PHI data, individuals may have rights to access, correct, or delete such information, subject to legal exceptions and Covered Entity approval where account data is linked to clinical services.

Compliance with healthcare privacy laws depends on lawful and appropriate use of the Service by Users and Covered Entities.

3. Information We Process

3.1 Account and Authentication Information

We process limited personal information necessary to create and secure user accounts, including:

  • Name and professional contact information
  • Professional affiliation and role
  • OAuth-based authentication identifiers from providers such as Google or Microsoft
  • Account preferences and security settings

OAuth access tokens are encrypted, short-lived, and used solely for authentication. SOAP-E does not access user email content, contacts, or files from OAuth providers.

OAuth and Access Control

Authentication through OAuth (identity verification) does not equal authorization (permission to access PHI).

Important clarifications:

  • Google and Microsoft are independent third-party identity providers and are not Business Associates of SOAP-E
  • Covered Entities remain responsible for managing user access controls, role assignments, and authorization
  • In the event of OAuth account compromise, Users must immediately notify both the OAuth provider and SOAP-E
  • SOAP-E is not responsible for the security of OAuth provider systems or user credentials managed by third parties

3.2 Protected Health Information (PHI)

SOAP-E processes PHI solely on behalf of Covered Entities for the purpose of providing clinical documentation services.

PHI may include clinical notes, observations, assessments, and related documentation content submitted by Users.

Important

SOAP-E does not use PHI for advertising, marketing, or to train or improve general-purpose artificial intelligence models.

3.3 Service and Operational Data

We process limited operational and technical data to maintain service reliability and security, including:

  • Device and browser metadata
  • IP address and coarse geographic information
  • System performance metrics
  • Security and access audit records

Operational logs are designed to exclude PHI.

4. How We Use Information

4.1 Core Service Functions

We use information solely to:

  • Provide AI-assisted clinical documentation services
  • Authenticate users and enforce access controls
  • Secure the Service and prevent misuse
  • Provide customer support
  • Meet legal and contractual obligations

4.2 Service Reliability and Improvement

SOAP-E may analyze aggregated, de-identified operational metadata to:

  • Monitor performance and availability
  • Detect errors and security threats
  • Improve reliability and usability

Such analysis does not involve the use of PHI or Customer Content to train or fine-tune general-purpose AI or foundation models.

5. Information Sharing and Disclosure

5.1 General Principle

SOAP-E does not sell or rent personal information or PHI.

5.2 Subprocessors and Infrastructure Providers

SOAP-E uses the following infrastructure and service providers under executed Business Associate Agreements:

  • Amazon Web Services, Inc. (AWS) - Cloud hosting, infrastructure, and database services
  • AWS Bedrock and related AWS AI services - AI model inference and processing

AWS does not use PHI processed through Bedrock or other AWS services to train foundation models or general-purpose AI models.

Any subcontractor that may process PHI is contractually bound to:

  • Comply with HIPAA Security Rule requirements
  • Use PHI only as permitted by our BAA obligations
  • Implement appropriate technical and organizational safeguards
  • Not use PHI for their own purposes or to train AI models

5.3 Legal and Regulatory Disclosures

We may disclose information when required to do so by law, regulation, or valid legal process, including disclosures to health oversight authorities.

5.4 Business Transfers

In the event of a merger, acquisition, or asset sale, information will remain subject to equivalent privacy protections and applicable legal restrictions.

6. Security Safeguards

SOAP-E implements administrative, physical, and technical safeguards designed to protect information, including:

  • Encryption in transit and at rest
  • Application-layer encryption with segregated encryption keys
  • Role-based access controls and multi-factor authentication
  • Secure secrets management
  • Continuous monitoring and incident response procedures

SOAP-E personnel do not have routine access to decrypted PHI, except as required for:

  • Security incident investigation and response
  • Customer support with explicit authorization
  • Legal or regulatory compliance obligations

All such access is subject to strict access controls, audit logging, and oversight.

Security Notice

No system can be guaranteed to be completely secure. While SOAP-E implements industry-standard safeguards, you acknowledge and accept residual security risks inherent in electronic data processing and transmission.

7. HIPAA Rights and Responsibilities

SOAP-E acts solely as a Business Associate under HIPAA.

Your Rights

To the extent SOAP-E maintains PHI in a Designated Record Set on behalf of a Covered Entity, SOAP-E will support Covered Entity obligations related to:

  • Access requests
  • Amendments
  • Accounting of disclosures

Requests regarding patient rights should generally be directed to the Covered Entity.

8. Data Retention and Deletion

Retention Policy Hierarchy

Data retention is governed by the following hierarchy of controlling documents:

  • For PHI: The executed Business Associate Agreement controls all retention, deletion, and return obligations
  • For non-PHI personal information: This Privacy Policy governs retention periods
  • For all data: Applicable federal and state legal requirements, including medical record retention laws, may mandate minimum retention periods

General Retention Principles

SOAP-E retains information only as necessary to provide the Service, meet contractual obligations, and comply with applicable law.

Retention periods may vary based on:

  • Covered Entity configuration and contractual requirements
  • Applicable state medical record retention laws
  • Legal hold, litigation, or regulatory investigation requirements
  • Backup and disaster recovery schedules

SOAP-E does not independently determine medical record retention obligations — such determinations remain the responsibility of the Covered Entity.

Deletion Upon Termination

Upon termination of services, PHI will be handled in accordance with BAA requirements:

  • Returned to Covered Entity in a usable format, if feasible
  • Destroyed in accordance with NIST 800-88 or equivalent standards, if feasible
  • Retained under continued protections if return or destruction is infeasible, with limited use and disclosure as required by law

9. User Choices and Account Controls

Users may:

  • Update account information
  • Configure security settings
  • Manage communication preferences
  • Request account deactivation

Requests involving PHI may be subject to Covered Entity approval and legal requirements.

10. Cookies and Tracking

The Service uses essential cookies and security tokens required for authentication and session management.

SOAP-E does not engage in cross-site tracking or behavioral advertising.

11. International Processing

The Service is hosted in the United States. Authorized remote access may occur from approved jurisdictions under strict access controls and audit logging.

12. Incident Response and Breach Notification

SOAP-E maintains an incident response program designed to identify, contain, and remediate security incidents.

Breach Notification

In the event of a Breach of Unsecured PHI, SOAP-E will notify affected Covered Entities without unreasonable delay and in accordance with HIPAA Breach Notification Rule requirements.

13. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the Service or by other appropriate means.

14. Contact Information

Privacy Officer

Questions or concerns may be directed to:

By using the Service, you acknowledge that you have read and understood this Privacy Policy.

Questions about this Privacy Policy? Contact our Privacy Officer at support@soap-e.com