This guide explains how to enable HIPAA mode to ensure the privacy of patient and client data in your AI Employee interactions. By configuring a specific attribute, you can automate data redaction in reports to meet compliance standards.
Enable HIPAA mode
To activate HIPAA compliance features, you must modify a specific attribute within the Builder.
Open the Builder for a specific customer.
Navigate to the Attributes page.
Toggle Show Hidden to the on position.
Search for "HIPAA" to locate the attribute
project_attributes_setting_hipaa_mode_enabled.Set the value to
True.Click Save and Publish All.
Reporting behavior
HIPAA mode automatically modifies the standard reporting mechanism to prevent PII (Personally Identifiable Information) leakage. The AI Employee will still send SMS and email reports to the business (e.g., a manager), but all sensitive fields will be redacted automatically.
Compliance requirements
While the system automates redaction and deletion within the Newo.ai platform, you must ensure external integrations do not compromise compliance.
🚨 WARNING
The HIPAA mode setting does not automatically disconnect external integrations. To remain compliant, you must manually stop recording sessions in Google Sheets or any other external storage integration.
Sample email reports
The following examples demonstrate the difference in email reporting when HIPAA mode is enabled versus disabled.
HIPAA mode = True
In this mode, PII is automatically replaced with [REDACTED] placeholders.
Subject: [Newo.ai] [TODO][New Patient] Appointment Request! Sarah [REDACTED PHONE NUMBER] Cleaning and Exam for next Tuesday at 10 AM.
[L] NEW PATIENT APPOINTMENT
**User name:** Sarah
**User phone:** ** [REDACTED PHONE]
**User email:** ** [REDACTED EMAIL]
**Service type:** Cleaning and Exam
**Requested date:** 2025.10.14
**Requested time:** 10 AM
**Notes:** Patient reports mild sensitivity in upper right molar.
**40-word summary:** A new patient named Sarah requested a cleaning and exam for Tuesday, October 14, 2025, at 10 AM. She mentioned having tooth sensitivity. The details were confirmed via SMS and email, and the information will be passed to the office manager for finalization.
HIPAA mode = False
In the standard mode, full contact details are visible to the manager.
Subject: [Newo.ai] [TODO][New Patient] Appointment Request! Sarah +15550104988 Cleaning and Exam for next Tuesday at 10 AM.
[L] NEW PATIENT APPOINTMENT
**User name:** Sarah
**User phone:** +1 555 010 9988
**User email:** [email protected]
**Service type:** Cleaning and Exam
**Requested date:** 2025.10.14
**Requested time:** 10 AM
**Notes:** Patient reports mild sensitivity in upper right molar.
**40-word summary:** A new patient named Sarah requested a cleaning and exam for Tuesday, October 14, 2025, at 10 AM. She mentioned having tooth sensitivity. The details were confirmed via SMS and email, and the information will be passed to the office manager for finalization.