AI Healthcare Vendor Contract Agent

How Cassidy automates this using AI

Step 1: Trigger on vendor intake request

The Workflow activates when a business owner submits a new vendor request—capturing purpose, data flows, PHI involvement, system integrations, and criticality through a structured intake form.

Step 2: Classify vendor and assign risk tier

Cassidy analyzes the submission to determine Business Associate status and assigns a risk tier (High/Medium/Low) based on PHI access, integration depth, and regulatory exposure—automatically routing high-risk vendors for enhanced review.

Step 3: Generate due diligence package

The agent pulls from your Knowledge Base to assemble tier-appropriate questionnaires and evidence requests—SOC 2, HITRUST, penetration test results, cyber insurance, breach response SLAs—and sends them to the vendor contact.

Step 4: Draft BAA and commercial terms

Cassidy generates a HIPAA-aligned Business Associate Agreement using your approved clause library, ensuring minimum necessary access, breach notification timelines, subcontractor flow-downs, and PHI return/destruction obligations are included.

Step 5: Route for cross-functional approval

The Workflow routes the complete package—BAA, MSA/SOW, and risk assessment—to Legal, Compliance, Information Security, and the Business Owner for review, with Human-in-the-Loop checkpoints before signature.

Step 6: Monitor renewals and trigger re-assessment

Cassidy tracks contract terms and calendars notice windows, automatically triggering renewal reviews 90–180 days prior—re-assessing security posture, flagging pricing escalators, and surfacing clause updates needed for regulatory changes.

Step 7: Manage termination and offboarding

When a vendor relationship ends, the Workflow initiates access revocation, requests PHI return or destruction attestation, updates your vendor inventory, and preserves the complete audit trail for compliance records.