Review, documentation-based

Twofold Health review

Last updated 2026-10-13

58/100 Twofold Health research score Rank #8 · as of 2026-10-13
How this score works: Twofold 58/100

Five categories, 0 to 20 points each, from public vendor documentation as of 2026-10-13. Unknown items score 0.

Pricing transparency and value18/20

Prices published, free plan or trial, entry price at or under $100/mo, contract terms disclosed (5 points each).

EHR integration depth0/20

Notes delivered into the EHR, Epic integration, another named native integration, in-chart or two-way workflow (5 each).

Privacy and security15/20

BAA publicly documented, SOC 2 Type 2, retention and deletion controls, model training policy (5 each; 3 if de-identified data only).

Specialty and psychiatry fit10/20

Psychiatry or behavioral health support, audio deleted by default, short note retention you set, 42 CFR Part 2 controls (5 each).

Workflow features15/20

Mobile capture, telehealth capture, coding help, patient instructions or letters (5 each).

BAA gate: ranking requires a publicly documented BAA. That gate decides whether a vendor is ranked; it does not add or remove points. (Separately, a documented BAA is one 5-point item under Privacy.) Twofold is ranked #8 among vendors with a documented BAA.

Full methodology

A sourced, documentation-based review from public vendor pages.

Independent research. No paid rankings.
Last checked 2026-10-13

At a glance

Verdict
Twofold is a simple, privacy-forward scribe at a published price; its main gaps are EHR delivery and a completed SOC 2 Type II.
Best for
Individual clinicians, including therapists and psychiatric clinicians, who want a published monthly price, a BAA at signup and no stored audio, and are fine with copy and paste.
Skip if
Practices that need EHR push or integration, or buyers who require a completed SOC 2 Type II report.
Entry price
Personal $49/mo billed annually or $69/mo monthly; 7-day trial (source)
BAA
Yes. Signed BAA for every account at signup
Research score
58/100. Twofold is ranked #8 among vendors with a documented BAA.
Last checked
2026-10-13

Visit Twofold pricing (source)No affiliate or paid placement.

What changed
  • 2026-10-13: Added At a glance boxes, score breakdowns, Who it is for and Who should skip lists, this change log, a retention chart, an evidence legend, dated vendor page captures and grouped comparison tables. This layout update itself changed no scores or facts.
  • 2026-10-13: Added JotPsych (75), Mentalyc (75), Upheal (71), Twofold Health (58) and AutoNotes (44), each with a publicly documented BAA, scored from public vendor pages checked 2026-10-13. Methodology now states a specialty-fit tie-break and partial EHR credit (up to 8/20) for all-in-one platforms with their own EHR. Existing vendor scores unchanged; Dragon Copilot, Suki and Abridge move down in rank.

Full history on the corrections page.

Who it is for and who should skip it

Who Twofold is for

  • Clinician who wants audio never stored: the security page says recordings are deleted after processing and never written to disk.
  • Therapist or psychologist who keeps psychotherapy notes: Twofold says you can keep them private and distinct from payer-facing progress notes.
  • Telehealth clinician: capture from Zoom, Doxy, Google Meet or any platform is documented.
  • Clinician who wants coding help: ICD-10 and CPT suggestions are listed.

Who should skip Twofold

  • Practice that needs notes pushed into the EHR: Twofold documents copy and paste only.
  • Buyer who requires a completed SOC 2 Type II: it is in progress.
  • 42 CFR Part 2 program: Part 2 specific controls are not publicly documented. Ask vendor.
  • Clinician who wants a permanent free plan: the free option is a 7-day trial.

Overview

Twofold Health is a multi-specialty AI scribe covering mental health, primary care, specialists, nursing and allied health. The vendor says it is used by over 20,000 clinicians. It runs in the browser and on iOS and Android.

Pricing

Personal $49/mo billed annually or $69/mo billed monthly, with a $19 first-month offer shown on the pricing page. Group: custom volume pricing. Documentation reviewed

Free tier or trial: 7-day free access to every feature, no credit card. No permanent free plan. Monthly or annual billing, cancel anytime; minimum term for annual plans: Ask vendor.

Source: Twofold pricing, checked 2026-10-13.

EHR integration depth

Twofold documents copy and paste into any EHR, naming Epic, Cerner, Athena and SimplePractice as compatible. No push, writeback or native integration is documented.

Listed integrations: Copy and paste into any EHR (Epic, Cerner, Athena, SimplePractice named as compatible)

Specialty suitability

Templates: SOAP, DAP, BIRP, GIRP, intake, H&P, discharge and more; editable sections and per-template style

Twofold has behavioral health, psychiatry and psychologist pages and says you can keep psychotherapy notes private and distinct from payer-facing progress notes. No e-prescribing or 42 CFR Part 2 specific controls are publicly documented: Ask vendor.

Security and privacy

  • BAA: Yes. Signed BAA for every account at signup; copy on request Documentation reviewed
  • Certifications: SOC 2 Type II in progress, not complete Documentation reviewed
  • Data location: United States (Microsoft Azure and Google Cloud) Documentation reviewed
  • Retention: Recordings are not stored; audio is deleted after processing. Notes can be deleted anytime; PHI returned or destroyed when the agreement ends. The pricing FAQ also mentions opt-in audio retention: Ask vendor Documentation reviewed
  • Model training: Data never used to train AI models Vendor-reported
Bar chart of documented data retention in days: Freed 30, Heidi 1 to 90 configurable, Nabla 14, Dragon Copilot up to 90, Tali AI not stored beyond the conversation, Abridge Ask vendor.
Drawn only from documented values. Sources: Freed privacy, Heidi privacy policy, Nabla retention article, Microsoft licensing guidance; Tali and Abridge per the privacy by vendor section. Gray = no number published. Checked 2026-10-12 and 2026-10-13.

Workflow and UX

Clinicians record live in person or on telehealth, dictate a summary, type rough notes or upload audio. The note is formatted to the chosen template with ICD-10 and CPT suggestions, then copied into the EHR.

Full fact table

Legend: green Documentation reviewed, blue Vendor-reported, amber Third-party sourced, red Ask vendor.
FeatureTwofold Health
Pricing tiers (exact, as published)Personal $49/mo billed annually or $69/mo billed monthly, with a $19 first-month offer shown on the pricing page. Group: custom volume pricing. Documentation reviewed
Free tier / trial7-day free access to every feature, no credit card. No permanent free plan. Monthly or annual billing, cancel anytime; minimum term for annual plans: Ask vendor. Documentation reviewed
BAAYes. Signed BAA for every account at signup Documentation reviewed
EHR integrationsCopy and paste into any EHR (Epic, Cerner, Athena, SimplePractice named as compatible) Documentation reviewed
PlatformsBrowser on macOS, Windows and Linux; iOS and Android apps Documentation reviewed
In-person, telehealthIn-person and telehealth (Zoom, Doxy, Google Meet, any platform) Documentation reviewed
Specialties and templatesSOAP, DAP, BIRP, GIRP, intake, H&P, discharge and more; editable sections and per-template style Vendor-reported
Psychotherapy notesSays psychotherapy notes can be kept private and distinct from progress notes Vendor-reported
Coding helpICD-10 and CPT suggestions Vendor-reported
Research score58/100, rank #8 among vendors with a documented BAA Documentation reviewed

Pros and cons

Pros

  • BAA for every account at signup
  • Audio not stored
  • No training on your data
  • Coding suggestions included

Cons

  • Copy and paste only; no EHR push
  • SOC 2 Type II not yet complete
  • No permanent free plan
  • Conflicting statements on audio retention. Ask vendor

Alternatives

Methodology

Facts come from Twofold Health's official pricing, security, trust, legal and help pages, checked 2026-10-13. BAA availability is an eligibility gate, not a score input. Read the full methodology and editorial policy.

Bottom line

Twofold is a simple, privacy-forward scribe at a published price; its main gaps are EHR delivery and a completed SOC 2 Type II.

Visit Twofold pricing (source)No affiliate or paid placement.

Evaluating Twofold Health in a demo? Use the free vendor evaluation scorecard (printable, PDF) to compare up to 3 vendors.

Sources and last checked

Who curates this site

Curated by a practicing, board-certified psychiatrist, not named to avoid conflicts. From the site data: 14 vendors tracked, 93 distinct external source pages linked, last full re-check of vendor facts 2026-10-13. How we work · Editorial policy.

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