An Overview of CompliantChatGPT’s Patients & Projects

Organize your HIPAA-compliant AI conversations by patient record or work topic. The healthcare AI workspace that keeps clinical context, EHR integration, documents, and chat history in one place.

Why Patients & Projects Matter

Repeating context in every chat: You start a new AI conversation and have to re-explain the patient's history, medications, and context all over again.

Losing track of threads: Juggling research, admin tasks, and clinical protocols — your chat history becomes an unsearchable wall of threads.

Wasting clinical time: Patients and Projects solve this by giving you dedicated workspaces where the AI remembers everything. No more copy-pasting.

The solution: two workspace types, one organized workflow

Whether you're managing individual patient care or organizing team initiatives, there's a workspace built for how you work.

Explore Patients & Projects

When to use Patients vs. Projects

A conversation can be linked to either a Patient or a Project, but not both at the same time. Choose the one that fits the work you're doing.

Use Case	Patients	Projects
Managing an individual patient's care	✅
Drafting SOAP notes for a specific patient	✅
Linking EHR data to AI conversations	✅
Organizing a research initiative		✅
Grouping admin or operational tasks		✅
Building a clinical protocol or guideline		✅
Preparing a presentation or report		✅

Starting a Conversation from a Patient or Project

From any patient or project detail page, you'll see a message input bar at the bottom. Type your message and hit send — the new conversation is automatically linked to that patient or project.

You can also link an existing conversation to a patient or project, or unlink it if you need to reorganize. You can even swap a conversation from a project to a patient directly, without needing to unlink first.

Managing Your Workspace

Both Patients and Projects share the same management tools to keep your workspace organized.

🔍 Search: Quickly find any patient or project by name.

📂 Filter: Toggle between active and archived records.

✏️ Edit: Update name, description, or context anytime.

📦 Archive: Move completed records out of your active view.

♻️ Restore: Bring archived records back to active status.

🗑️ Delete: Permanently remove a record when no longer needed.

Everything Stays HIPAA-Compliant

Patients are built on the same security foundation as the rest of CompliantChatGPT. All data — patient names, background notes, context instructions, and conversation history — is protected under HIPAA-compliant infrastructure.

Your team's shared settings and compliance policies apply automatically.

Frequently Asked Questions

What is the difference between a Patient and a Project?

A Patient is a record tied to an individual person — it holds their name, clinical background, custom AI instructions, and optionally links to their EHR data. A Project is a topic-based workspace for organizing conversations around a goal, department, or initiative that isn't tied to a single patient. Both keep your conversations grouped and give the AI a persistent context.

Can I link a conversation to both a Patient and a Project?

No. A conversation can be linked to either a Patient or a Project, but not both simultaneously. If you need to reassign a conversation, you can unlink it first and then link it to the other.

Do I need a specific plan to use Patients and Projects?

Yes. Patients and Projects are available on plans that include these features. If you don't have access yet, you'll see an option to upgrade when you try to create one.

Is my data in Patients and Projects HIPAA-compliant?

Absolutely. All data — patient names, background notes, context instructions, conversation history, and EHR links — is protected under the same HIPAA-compliant infrastructure as the rest of CompliantChatGPT. Your team's compliance and retention policies apply automatically.