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Go to Settings → Integrations → Connect Zoom. Click "Connect Zoom Account" and you will be taken through a standard OAuth authorization flow. Log in with your Zoom Business credentials and grant the requested permissions. The connection takes about 30 seconds. Make sure your Zoom account has cloud recording enabled and HIPAA mode active before connecting. See our full Zoom documentation for step-by-step instructions.

A Zoom Business plan (or higher) is the minimum tier that allows you to sign a Business Associate Agreement (BAA) with Zoom — which is required for HIPAA compliance when conducting clinical sessions. Free and Pro Zoom accounts do not offer a BAA. Without a BAA, Zoom has no legal obligation to protect your patient's Protected Health Information (PHI), which creates liability for your practice. See our Zoom BAA setup guide for details.

All session recordings, transcripts, and clinical notes are stored exclusively on AWS (Amazon Web Services) — a HIPAA-eligible cloud infrastructure — with AES-256 encryption. Nothing is stored on any local device. Your data never touches a laptop, phone, or desktop computer. Raw session audio is deleted from our processing queue after the note has been successfully generated. Long-term note storage is maintained in your encrypted account on AWS S3.

No. Your patient session data is never used to train any AI model — ours or anyone else's. We use Amazon Bedrock to run Claude, and under our AWS BAA, data processed through Bedrock is not used for model training. This is non-negotiable and is a core commitment of our platform.

After a session ends and the recording is processed (typically within a few minutes), the AI-generated note will appear in your dashboard under "Pending Review." Click the note to open it, review all sections, make any edits needed, and click "Approve Note." Only after your explicit approval will the export option become available. Then click "Export to EHR" to transfer the approved note to your EHR system. No note can leave the platform without your approval.

First check that your Zoom cloud recording completed successfully — log into your Zoom account and go to Recordings to confirm the recording is there. If the recording is present but the note hasn't appeared within 15 minutes, go to your PsychAssistAI dashboard → Sessions → click "Retry Processing." If the issue persists, contact us at (571) 214-6228 or support@psychassistai.com with the session date and time.

You can cancel anytime from your account settings. Go to Settings → Billing → Cancel Subscription. Your access continues through the end of your current billing period. We do not charge cancellation fees. If you cancel you can request a full data export within 30 days of cancellation. If you have any issues cancelling, call us at (571) 214-6228 and we will handle it for you immediately.

Your PsychAssistAI BAA is presented automatically during onboarding before you can access any clinical features. Simply follow the onboarding steps and you will be prompted to review and sign the BAA electronically. If you need a copy of your signed BAA or need to re-sign it, contact us at support@psychassistai.com and we will send it to you within one business day.

Call us immediately at (571) 214-6228. Do not delay. Under HIPAA's Breach Notification Rule, covered entities have specific notification obligations with strict timelines. We will work with you urgently to assess the situation, determine whether a reportable breach has occurred, and support you through the required notification process. Time is critical — please call us right away.