NoteLane HIPAA Business Associate Addendum (BAA) & Terms of Service

Version 2026.10-HIPAA-v2 · Effective October 2026 · Built for Wisconsin CCS Service Facilitators, Mentors, Rehab Workers & Clinics (DHS 36)

1. AWS US-Midwest Encrypted Hosting & HIPAA BAA Coverage

NoteLane is hosted on dedicated Amazon Web Services (us-east-2 Ohio/Midwest) infrastructure covered by an active AWS HIPAA Business Associate Addendum (BAA). All workspace data is stored on AES-256 encrypted storage volumes with TLS 1.3 encryption in transit and restricted owner-only file permissions.

2. Strict Per-Provider Multi-Tenant Workspace Isolation

Each subscribing clinician, service facilitator, mentor, rehab worker, or clinic operates inside a cryptographically isolated tenant workspace. No other subscriber or external party can read, list, query, or export your client roster, templates, or progress notes.

3. Zero AI Training & In-Memory Recovery Plan PDF Intake

Client session briefs, progress notes, and Recovery Plan PDFs are processed strictly to generate and validate your clinical documentation and are never used to train external or third-party AI models. When you drop in a county Recovery Plan PDF, NoteLane extracts verbatim ISP goals in memory and immediately discards the PDF bytes without writing the PDF to disk.

4. 30-Day Full-Note Auto-Purge & Rolling Client Continuity Card

To uphold HIPAA minimum-necessary retention principles, NoteLane retains at most the 2 most recent approved notes per client for voice synthesis and automatically purges full historical note narratives and exported .docx files older than 30 days once exported. Continuity across sessions is preserved via a compact, non-narrative Rolling Client Continuity Card (verbatim ISP goals, brief session threads, and next-step dates). You may also trigger immediate cryptographic shredding of any note and its exported artifacts at any time.

5. Clinician as Sole Author of Record

NoteLane is an assistive clinical documentation and DHS 36 pre-flight verification tool. The subscribing clinician or provider is the sole author of record and is responsible for reviewing, editing as needed, and attesting to the accuracy of every progress note prior to approval, export, or county/agency billing submission.

6. County & Agency Authorization Attestation

By accepting this agreement and activating a NoteLane workspace, you attest that you are authorized by your practice, clinic, or contracted county/agency to use NoteLane under these HIPAA Business Associate terms, and that you will never transmit client Protected Health Information (PHI) via unencrypted email.

7. Prepaid Note Packs (365-Day Validity) & Subscription Terms

8. Support & Contact

Email support at support@mynotelane.com · Weekly office hours Fridays 1:00–3:00 PM CT (never include client PHI in email).

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