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Reference · for Legal and IT

When the data really is PHI.

An HR team runs almost everything on Claude Team — same-day, no contract. Genuine plan-side PHI is the one case Team can’t cover, because Team carries no BAA; only the API and Enterprise do. If a benefits team handles claims for a self-insured plan, that narrow set routes to one of two covered paths — and that routing is a company/compliance/IT decision, not an HR-team one.

For Legal
For IT
First

Confirm it’s actually PHI.

Before you architect for HIPAA, classify. HIPAA-PHI is health information held by a covered entity — the company’s group health plan — not the employer acting as an employer.

Benefits enrollment, FMLA notes, and ADA files held on the employer side are sensitive but generally aren’t HIPAA-PHI — that work stays on Team. Run the data-classification sort first — most of the apparent PHI turns out not to be, and the problem shrinks to a narrow real set. The paths below are only for what genuinely remains.

The two paths

Both keep you covered.

Path 1 · chat workflows

HIPAA-ready Enterprise

The Primary Owner activates HIPAA-readiness in Org settings → Data & privacy; the BAA is click-to-accept, no legal cycle. Staff get a covered chat surface.

Catches: Covered Models require 30-day retention, which isn’t available with Zero Data Retention. Claude Code is only covered with ZDR on. An API BAA signed before December 2, 2025 does not extend — you need a new one.

Best for staff-facing use
Path 2 · products and pipelines

The API on AWS Bedrock

HIPAA-eligible under your existing AWS BAA. The data stays inside AWS and is never sent to Anthropic — often the cleanest path for health-data-heavy work.

Tradeoff: this is a build path, not a chat seat. You’re calling the API from your own application, not handing staff a chat box. The right path when PHI lives in a product or a data pipeline.

Best for build / scale
Never put PHI here

Team, Cowork, Console, Workbench, and personal Free / Pro / Max accounts carry no BAA — this is the one place the HR team’s default plan stops. Team is the right surface for everything that isn’t genuine PHI; it is never the surface for the PHI itself. The assumption that one signed BAA covers every Claude surface is the single most common HIPAA mistake. (See the surface map.)

The decision

Which path, in one line.

If your genuine PHI is…Use
In a chat workflow staff run by handHIPAA-ready Enterprise (BAA on, retention posture set)
In a product, pipeline, or health-data-heavy buildThe API on AWS Bedrock (data stays in AWS)
Not actually held by a covered entityNeither — it’s sensitive HR data, not PHI. Stay on Team (Enterprise only if IT mandates it company-wide).
Before you rely on this

Anthropic changes plan structure, BAA terms, and surface coverage often — re-verify at support.claude.com and claude.com/pricing at decision time. Legal points are for your counsel to confirm; this isn’t legal advice.

The point

Most “PHI” isn’t PHI.

Classify first, and genuine PHI shrinks to a narrow set — often none. The rest stays on Team, the HR team’s default. For what remains, HIPAA-ready Enterprise covers chat and Bedrock covers builds — the one case Team can’t, and a company/compliance/IT decision when it comes up.

The mistake is skipping classification and reaching for a BAA to bless everything. It doesn’t.

The AI-for-HR Sprint

Scoping the PHI set is Sprint work.

A Sprint confirms what’s genuinely PHI, routes it to the right covered path, and keeps the rest of the workforce on a simpler surface — with counsel confirming the scope.

This is my AI-for-HR practice — one of three I run, alongside Total Rewards and HR Systems. They’re separate practices; you can hire me for any one of them on its own.

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The AI for HR kit All resources → Data classification · Surface map · Plan decision guide