Key points
- In Carmel-by-the-Sea 58.0% of residents are 65 or older and the median age is 68.5, and in the Del Monte Forest area that holds Pebble Beach 47.4% are 65 or older.2
- The Medical Board of California counts 1,014 physicians with a renewed, current licence and a Monterey County address.1
- California requires the provider to tell the patient about telehealth and obtain and document verbal or written consent before care is delivered that way.5
- A California patient asking for a copy of their records is owed it within 15 days.6
- wai hosts each clinic's records in its own country, under that country's rules. We set this up with your clinic.
Summary
A clinic in Pebble Beach or Carmel-by-the-Sea runs AI under HIPAA, the Medical Board of California and California's own patient rules. Telehealth needs documented consent first, every recorded conversation needs everyone's agreement, and a patient asking for a copy of their records gets it within 15 days. wai drafts replies and notes for a person at the clinic to approve or sign.
A patient in Carmel reads her latest results and letters in her own record the evening they are signed, and her daughter in San Francisco books the next visit by video. The physician signs every note before leaving the office. California's telehealth and record access rules set the terms for that care on the Monterey Peninsula.
Part of the Joint Commission hub, with the framework explained, a readiness checklist and 8 guides.
Part of the AAAHC hub, with the framework explained, a readiness checklist and 7 guides.
See it in your clinicThirty minutes on your own patients and doctors.
Request a demoSee a Carmel patient's video follow-up booked by her daughter, the note signed and the letter in her own record, in fifteen minutes.
| Body or law | What it requires | What to ask | How wai meets it |
|---|---|---|---|
| Business and Professions Code 2290.5 | Inform the patient and obtain documented verbal or written consent before telehealth | Where the consent is recorded | The physician notes telehealth consent in the visit record before signing |
| Health and Safety Code 123110 | Inspection within five working days, copies within 15 days | How fast a patient can get their records | Results and letters sit in the patient's own wai Profile, ready to export |
| Penal Code 632 | Consent of all parties before a confidential conversation is recorded | How everyone present agrees | Recording consent at booking, confirmed in the room |
| Medical Board of California | Licensing and discipline of physicians | Who signs each note | The physician reviews and signs every draft |
| HIPAA | A business associate agreement for protected health information | When it is signed | Signed before go-live for Checkout |
The private care market in Pebble Beach and Carmel-by-the-Sea
Carmel-by-the-Sea had 3,162 residents in the 2020 to 2024 American Community Survey, with a median age of 68.5 and 58.0% aged 65 or older.2 The Del Monte Forest census area, which holds Pebble Beach, had 3,613 residents, 47.4% aged 65 or older, and a median household income of $142,763.2 Just 0.5% of Carmel residents and 2.5% in Del Monte Forest had no health insurance.2
The Medical Board of California counts 1,014 physicians with a renewed, current licence and a Monterey County address.1 The Census Bureau's 2023 County Business Patterns counted 1,031 health care and social assistance establishments in the county, with 17,618 paid employees.3
The rules a clinic on the Monterey Peninsula works under
Physicians are licensed by the Medical Board of California.1 HIPAA governs protected health information across the country.
Business and Professions Code 2290.5, as amended by SB 402 from 1 January 2026, requires the provider who starts telehealth to tell the patient about it and obtain verbal or written consent before care is delivered that way.5 The consent must be documented, failure to comply is unprofessional conduct, and every confidentiality law and patient records right applies to telehealth as it does in person.5
Health and Safety Code 123110 entitles an adult patient or their personal representative to inspect their records within five working days of a request.6 A paper or electronic copy must be sent within 15 days, in the format requested where it is readily producible.6
Penal Code 632 forbids recording a confidential conversation without the consent of all parties, in the same room or by telephone, with fines of up to $2,500 per violation.7 wai takes recording consent at booking, and the clinician confirms it with anyone else present.8
wai hosts each clinic's records in its own country, under that country's rules. We set this up with your clinic. wai is compliant with these rules and built for clinics in Pebble Beach and Carmel-by-the-Sea. For Checkout, a business associate agreement is signed before go-live.9
The languages patients write in
In the 2020 to 2024 American Community Survey, 203,706 of its 409,012 residents aged five and over spoke Spanish at home, 49.8%, and 93,915 of them, 23.0% of the county, reported speaking English less than very well.4 Tagalog followed at 1.3%.4
On the Peninsula itself, 87.5% of Carmel-by-the-Sea residents speak only English at home and 7.1% speak Spanish.4 wai works in any language, and patients can answer intake questions by voice for the clinician to read in English.8
What a demo shows in Pebble Beach and Carmel-by-the-Sea
A daughter in San Francisco emails on Sunday to arrange a video follow-up for her father in Pebble Beach. wai drafts a reply with two open times read from the physician's busy times in Google Calendar, Outlook or Apple Calendar, and the coordinator approves it on Monday. Recording consent is taken at booking, the physician confirms telehealth consent at the start of the call and notes it, and the call runs with live captions from a quiet lobby.8
After the call, the note is drafted and the physician reviews and signs it. The letter goes into his wai Profile, where he can read his results and letters without ringing the front desk, and export his record whenever he asks.9
A Spanish WhatsApp from a patient in Seaside about a prescription refill gets a drafted reply routed to the clinician, who approves it. More on patient records in personal health record versus patient portal.
For health systems and insurers on the Central Coast
Hospital systems and health plans on the Monterey Peninsula can have wai build one pathway under their own brand, such as video follow-up for older patients with families elsewhere. Data and model rights are agreed in the contract before the build, as described on the organisations page.
Where to start
First, add a telehealth consent line to booking and make sure each answer is stored in the record.5 Second, time how long the practice takes to send a requested record copy, against the 15-day limit.6
Third, put the all-party recording question into intake.7 Then bring a month of family-arranged bookings to a fifteen-minute demo, and see prices on the pricing page.
Bring a month of family-arranged bookings and watch each reply drafted for your coordinator.
Frequently asked questions
Does California require consent before a telehealth visit?
Yes. Business and Professions Code 2290.5 requires the provider to inform the patient and obtain verbal or written consent, and the consent must be documented.5
How fast must a clinic send a patient their records?
A copy within 15 days of the request, and inspection within five working days, under Health and Safety Code 123110.6
Can we record consultations for AI notes?
Can family members book for an older patient?
Yes. Their messages sit in the patient's thread, and a person at the clinic approves each reply.
Can patients write in Spanish?
Where are our records hosted?
wai hosts each clinic's records in its own country, under that country's rules. We set this up with your clinic. For a Peninsula practice, that is the United States.9
Sources
- 1Medical Board of California, 2026Medical Board of California Annual Report 2025 to 2026, physicians and surgeons by countyRead 15 October 2026Read source
- 2US Census Bureau, 2025American Community Survey 2020 to 2024 5-year estimates, tables DP05 and DP03, Carmel-by-the-Sea city and Del Monte Forest CDPRead 15 October 2026Read source
- 3US Census Bureau, 2025County Business Patterns 2023, Monterey County, CaliforniaRead 15 October 2026Read source
- 4US Census Bureau, 2025American Community Survey 2020 to 2024 5-year estimates, table C16001, language spoken at home, Monterey County and Carmel-by-the-Sea cityRead 15 October 2026Read source
- 5California Legislative Information, 2026Business and Professions Code section 2290.5, telehealthRead 15 October 2026Read source
- 6California Legislative Information, 2026Health and Safety Code section 123110, patient access to health recordsRead 15 October 2026Read source
- 7California Legislative Information, 2026Penal Code section 632, eavesdropping on or recording confidential communicationsRead 15 October 2026Read source
- 8wai, 2026wai changelog, intake answered by voice in any languageRead 15 October 2026Read source
- 9wai, 2026wai CheckoutRead 15 October 2026Read source
Every Peninsula patient's letters in their own record, every note signed the same day.
Fifteen minutes with a clinician who uses wai daily, on your own diary and your own family-arranged bookings. We reply within one working day.
Partner with us
See it on your own patients, then build it with us
Thirty minutes on your own patients, doctors and rules, in your market. We reply within one working day, and the clinics that partner with us early shape what we build next.
See what wai does between the visits