Sign out
Peregrine OS
Zoom Clinical Notes — HIPAA & FAQ
Common questions from providers about compliance, consent, retention, and how this tool fits into your workflow.
What is Zoom Clinical Notes?

An AI-assisted documentation tool that listens to your patient session, generates a draft clinical note, and lets you review and copy relevant content into your documentation. It replaces ad-hoc tools like Otter and — for HealthPoint providers — Suno AI.

HIPAA
Is it HIPAA compliant?

Yes. Peregrine Health has a signed Business Associate Agreement (BAA) with Zoom covering Clinical Notes. This is the core reason we're standardizing on this tool and retiring unapproved alternatives.

How long are notes retained?

Draft clinical notes are available for review for seven days after the appointment, then expire. The appointment time is displayed alongside each draft.

Consent
Do I need to get patient consent?

Yes — verbal consent is required at the start of every session before recording begins. Use the approved script in the Training Guide on Flight Deck.

If a patient declines, do not record. Proceed with the visit and document manually as you normally would.

Consent
Why every time, instead of once?

Two reasons. First, it's easier to build into your workflow as a consistent habit than to track who has and hasn't previously consented. Second, a patient's comfort level can change session to session depending on what they're discussing — asking each time respects that.

Is the transcript part of the medical record?

No. The transcript itself is a working artifact. Your clinical documentation — what you copy, edit, and finalize into the chart — is the medical record.

What about Otter, Suno AI, or other tools I've been using?

Peregrine providers currently on Suno AI or other AI scribing tools will transition to Zoom Clinical Notes once rolled out. Going forward, Zoom Clinical Notes is the only approved AI scribe tool.

Where do I go for help?

Flight Deck has the full training guide, consent script, and setup walkthrough. For issues during rollout, reach out to Holly or the implementation team. Longer-term support will transition to IT (Jorge's team).

Who do I talk to if a patient asks a question I can't answer?

Reach out to your manager. We'd rather hear the question than have it go unanswered.