Business Associate Agreement
Version 2026-11-03
This agreement is between Erik Jia, a sole proprietor doing business as Oak Reel (“Oak Reel”), and the practice named at sign-up. A person authorized to sign for the practice accepts it online when the practice signs up; the version and time of acceptance are recorded. It is based on the sample business associate agreement provisions published by the U.S. Department of Health and Human Services on January 25, 2013. Oak Reel is designed not to receive patient information at all: leads go to the practice’s own accounts and Oak Reel works from counts. This agreement covers any protected health information Oak Reel might still receive. If your practice uses its own business associate agreement, send it to hello@oakreel.com.
Definitions
The following terms used in this Agreement have the same meaning as those terms in the HIPAA Rules: Breach, Data Aggregation, Designated Record Set, Disclosure, Health Care Operations, Individual, Minimum Necessary, Notice of Privacy Practices, Protected Health Information, Required By Law, Secretary, Security Incident, Subcontractor, Unsecured Protected Health Information, and Use.
- Business Associate. “Business Associate” generally has the same meaning as the term “business associate” at 45 CFR 160.103 and, in reference to the party to this agreement, means Erik Jia, doing business as Oak Reel.
- Covered Entity. “Covered Entity” generally has the same meaning as the term “covered entity” at 45 CFR 160.103 and, in reference to the party to this agreement, means the practice named at sign-up.
- HIPAA Rules. “HIPAA Rules” means the Privacy, Security, Breach Notification, and Enforcement Rules at 45 CFR Part 160 and Part 164.
- Services. “Services” means the advertising services described in Oak Reel’s Terms of Service.
Obligations and activities of Business Associate
Business Associate agrees to:
- Not use or disclose protected health information other than as permitted or required by the Agreement or as required by law;
- Use appropriate safeguards, and comply with Subpart C of 45 CFR Part 164 with respect to electronic protected health information, to prevent use or disclosure of protected health information other than as provided for by the Agreement;
- Report to covered entity any use or disclosure of protected health information not provided for by the Agreement of which it becomes aware, including breaches of unsecured protected health information as required at 45 CFR 164.410, and any security incident of which it becomes aware. Business associate will make this report without unreasonable delay and no later than 10 business days after discovery;
- In accordance with 45 CFR 164.502(e)(1)(ii) and 164.308(b)(2), if applicable, ensure that any subcontractors that create, receive, maintain, or transmit protected health information on behalf of the business associate agree to the same restrictions, conditions, and requirements that apply to the business associate with respect to such information;
- Make available protected health information in a designated record set to the covered entity as necessary to satisfy covered entity’s obligations under 45 CFR 164.524, and forward to covered entity within 5 business days any request for access that business associate receives directly from an individual;
- Make any amendment(s) to protected health information in a designated record set as directed or agreed to by the covered entity pursuant to 45 CFR 164.526, or take other measures as necessary to satisfy covered entity’s obligations under 45 CFR 164.526, and forward to covered entity within 5 business days any request for amendment that business associate receives directly from an individual;
- Maintain and make available the information required to provide an accounting of disclosures to the covered entity as necessary to satisfy covered entity’s obligations under 45 CFR 164.528;
- To the extent the business associate is to carry out one or more of covered entity’s obligation(s) under Subpart E of 45 CFR Part 164, comply with the requirements of Subpart E that apply to the covered entity in the performance of such obligation(s); and
- Make its internal practices, books, and records available to the Secretary for purposes of determining compliance with the HIPAA Rules.
Permitted uses and disclosures by Business Associate
- Business associate may only use or disclose protected health information as necessary to perform the Services. Business associate will not use protected health information to advertise for any other practice, to build audiences, or to train any software or model, and will not de-identify protected health information for its own use.
- Business associate may use or disclose protected health information as required by law.
- Business associate agrees to make uses and disclosures and requests for protected health information consistent with covered entity’s minimum necessary policies and procedures.
- Business associate may not use or disclose protected health information in a manner that would violate Subpart E of 45 CFR Part 164 if done by covered entity.
Provisions for Covered Entity to inform Business Associate of privacy practices and restrictions
- Covered entity shall notify business associate of any limitation(s) in the notice of privacy practices of covered entity under 45 CFR 164.520, to the extent that such limitation may affect business associate’s use or disclosure of protected health information.
- Covered entity shall notify business associate of any changes in, or revocation of, the permission by an individual to use or disclose his or her protected health information, to the extent that such changes may affect business associate’s use or disclosure of protected health information.
- Covered entity shall notify business associate of any restriction on the use or disclosure of protected health information that covered entity has agreed to or is required to abide by under 45 CFR 164.522, to the extent that such restriction may affect business associate’s use or disclosure of protected health information.
Permissible requests by Covered Entity
Covered entity shall not request business associate to use or disclose protected health information in any manner that would not be permissible under Subpart E of 45 CFR Part 164 if done by covered entity.
Term and termination
- Term. The Term of this Agreement is effective as of the date the covered entity accepts it at sign-up, and terminates when the covered entity’s Oak Reel service ends or on the date covered entity terminates for cause as authorized in paragraph (b) of this Section, whichever is sooner.
- Termination for cause. Business associate authorizes termination of this Agreement by covered entity if covered entity determines business associate has violated a material term of the Agreement and business associate has not cured the breach or ended the violation within 30 days of written notice.
- Obligations of Business Associate upon termination. Upon termination of this Agreement for any reason, business associate shall return to covered entity or, if agreed to by covered entity, destroy all protected health information received from covered entity, or created, maintained, or received by business associate on behalf of covered entity, that the business associate still maintains in any form. Business associate shall retain no copies of the protected health information.
- Survival. The obligations of business associate under this Section shall survive the termination of this Agreement.
Miscellaneous
- Regulatory references. A reference in this Agreement to a section in the HIPAA Rules means the section as in effect or as amended.
- Amendment. The Parties agree to take such action as is necessary to amend this Agreement from time to time as is necessary for compliance with the requirements of the HIPAA Rules and any other applicable law.
- Interpretation. Any ambiguity in this Agreement shall be interpreted to permit compliance with the HIPAA Rules.