Review or request your Business Associate Agreement
Find a signed BAA, check its dates, download it, or contact our team about an agreement.
A Business Associate Agreement, or BAA, is an agreement you can review with our team. The workspace owner can find its status under Company Settings → Billing → Compliance → HIPAA BAA.
Sydnee is preparing for HIPAA readiness. A signed BAA or healthcare workspace doesn't establish HIPAA compliance. Review your data needs and agreement with our team before using Sydnee for regulated work.
Review and download a signed BAA
- Sign in as the workspace owner and open Billing.
- Find HIPAA BAA under Compliance.
- Check its status and effective date. An expiry date appears when one is recorded.
- Choose Download BAA to get the signed document.
The page can show Signed BAA on file, Signed BAA · Upcoming, or Signed BAA expired. You can still download an upcoming or expired BAA. Ask our team if the dates or document need review.
Request a BAA
If there isn't a signed agreement on file, choose Request BAA. Add a note if needed, then select Send request. You can also open Trust Center to review security information.
Sending the request starts a conversation with our team. It doesn't sign or upload an agreement. Check Billing for the signed document after the agreement is completed.
For new Healthcare workspaces, review the bundled BAA amount during plan selection. Healthcare stays enabled once activated. An existing workspace can use Request BAA to discuss the right next step.
Ask about cancellation
Review the agreement before requesting a change. Keep a copy you need for your records. Ask our team what the change would mean for your workspace and data.
Open BAA actions → Cancel BAA…, add a note, and select Send request. Our team will contact you before changing the signed agreement. The request itself doesn't remove the document or cancel your plan. Healthcare safeguards stay enabled in the workspace.
If the document or request won't load
Use the retry action on the page. If a request fails, keep your note and try again. If it still fails, open Support. Share the workspace name and the message you see. Keep client records out of the support message.
These billing controls are for the workspace owner. Clients don't see them in your branded portal.