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Effective HIPAA Compliant Email Campaigns: A Step-By-Step Guide

HIPAA Compliant Email Step by Step Guide

In the healthcare industry, ensuring HIPAA compliance is essential when carrying out email campaigns that contain protected health information (PHI), including for both transactional and marketing emails.

Whether sending appointment reminders, treatment plans, payment information, or marketing campaigns, HIPAA compliant email services are essential for securely engaging with patients and effectively leveraging PHI in your messages. For this you will need HIPAA compliant marketing solutions.

However, a constant challenge faced by healthcare companies is carrying out email campaigns that are both effective and HIPAA compliant. On one hand, some organizations fail to recognize when they’re including PHI in their messaging and fall out of compliance. On the other hand, while companies are compliant in their handling of PHI, their email campaigns fail to use this information to personalize communications and deliver better outcomes as a result.

With all this in mind, this step-by-step guide will walk you through how to run effective HIPAA-compliant email campaigns that combine security and personalization for enhanced patient engagement.

Step 1: Choose a HIPAA Compliant Email Service Provider

The first, and undoubtedly, most important step to running successful HIPAA compliant email campaigns is using a secure and reliable delivery service. To ensure compliance with HIPAA’s privacy and security rules, your chosen platform must offer end-to-end encryption, secure data storage, and other key cybersecurity measures. Additionally, a comprehensive email delivery service will provide the tools and features you need, such as design and segmentation functionality, to optimize the effectiveness of your healthcare engagement campaigns.

Perhaps the most significant benefit of running campaigns through a HIPAA compliant email provider is that it removes all the guesswork from what counts as PHI in the first place; you can feel fully assured that all your emails are both secure and in line with HIPAA regulations.

Step 2: Ensure You Have a Business Associate Agreement (BAA)

A key determiner of a truly HIPAA compliant email platform, like LuxSci, is being willing to provide you with a Business Associate Agreement (BAA). A BAA is a crucial aspect of HIPAA compliance, as it lays out, in writing, that each party acknowledges their responsibility to protect PHI and, subsequently, their respective liability in the event of a data breach.

With this in mind, a key part of your due diligence when choosing an email delivery platform is ensuring it is willing to supply you with a BAA. Many organizations are surprised to find that many popular delivery solutions, such as Mailchimp and SendGrid do not sign BAAs and, as a result, aren’t HIPAA-compliant email services.

Step 3: Secure Patient Consent & Opt-In Best Practices

Before sending emails that potentially contain PHI, it’s essential to secure patient consent: they must explicitly agree to receive information via email. Obtaining patient consent shows that your organization respects the patient’s right to privacy and grants them greater control over how their data is used – something that people are growing increasingly conscious of. This is particularly important for marketing campaigns, benefits communications, and proactive notifications like medical equipment upgrades or prescription verifications.

By following opt-in best practices, you’ll not only ensure HIPAA- compliance but also build trust with your patients, making them more receptive to your healthcare engagement efforts.

Step 4: Segment Your Campaigns for Better Engagement

Now you’ve signed up for a HIPAA-compliant email services provider and have secured patient consent, it’s time to segment your audience. Segmentation and personalization ensure that patients only receive the communications most relevant to them, improving the effectiveness of your campaigns.

For instance, you could create email campaigns for:

  • Appointment reminders: for upcoming check-ups or follow-ups.
  • Billing and payment: notifications that include secure links for payment.
  • Proactive notifications: about prescription renewals or in-home care.
  • Marketing: proactive offers, equipment upgrades, new services and more.

In pursuit of this, LuxSci Secure Marketing enables you to safely create and manage different patient segments, ensuring that emails containing PHI reach the appropriate audience, in addition to being sent securely.

Step 5: Automate for Efficiency and Accuracy

Automation is a vital tool for scaling your HIPAA-compliant email campaigns. As the number of messages you send out starts to grow, automating as much of the process as possible will save you considerable time and effort.

Whether you’re sending appointment reminders, treatment plan updates, or marketing emails, automation reduces human error and ensures timely delivery. This not only saves time but ensures consistent, efficient communication with your patients.

Step 6: Use Advanced Encryption for PHI

With PHI being a core component of many healthcare communications, you must ensure that every email you deliver is encrypted. HIPAA regulations require emails to be encrypted at rest, including when stored, and in transit, and when being sent to patients, so the sensitive data isn’t readable by a hacker if it is stolen.

While not a standard feature in all email delivery services, LuxSci’s SecureLine technology provides flexible encryption options such as TLS and Escrow, applying the right level of encryption based on the email’s content and the recipient’s security posture.

Step 7: Monitor and Report for Continuous Improvement

Lastly, it’s important to note that maintaining HIPAA compliance isn’t a one-time obligation. Continuous monitoring and reporting are crucial for identifying potential security flaws, compliance issues, and improving the effectiveness of your email campaigns.

This is particularly important for large-scale campaigns, such as lead generation for retail healthcare products or services, and order confirmations. Comprehensive reporting tools allow you to track email deliverability, open rates and response rates, recipient domain performance, and other key performance metrics, all while ensuring that your PHI is handled compliantly.

HIPAA Compliant Email is Critical for Healthcare Marketing Campaigns

Running a successful HIPAA compliant email marketing campaign is all about balancing security with data-driven marketing strategies. By following the steps detailed in this article, you’ll get increasingly more from your healthcare engagement efforts: building stronger connections with patients and, ultimately, maximizing the ROI of your marketing spend.

As the most experienced HIPAA-compliant email provider, LuxSci specializes in providing high performance, secure solutions that ensure your messages comply with all HIPAA regulations – no matter the scale of your campaign, or the use case.

If you’d like to learn more about how LuxSci can help your organization achieve its healthcare marketing goals, contact us today!

Picture of Pete Wermter

Pete Wermter

As a marketing leader with more than 20 years of experience in enterprise software marketing, Pete's career includes a mix of corporate and field marketing roles, stretching from Silicon Valley to the EMEA and APAC regions, with a focus on data protection and optimizing engagement for regulated industries, such as healthcare and financial services. Pete Wermter — LinkedIn

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HIPAA Compliant Email

Rethinking HIPAA Compliant Email – Not Just a Checkbox

The compliance-only mentality is outdated.

Let’s be honest—when most healthcare organizations think about HIPAA compliant email, it’s usually in the context of avoiding fines or satisfying checklists. And while yes, compliance is critical, viewing it only through the lens of risk management is a missed opportunity.

In reality, HIPAA compliant email, when implemented properly, is one of the most powerful tools for patient and customer engagement. Why? Because it unlocks the ability to leverage protected health information (PHI) safely, enabling personalized, timely, and high-impact email communication that drives better engagement, satisfaction, and outcomes.

What Makes Email Truly HIPAA Compliant?

As a reminder, HIPAA compliant email requires that protected health information (PHI) is safeguarded both in transit and at rest. That means your email provider must:

  • Use encryption at all times
  • Be access-controlled
  • Include audit logs
  • Be stored and transmitted in a secure manner
  • Provide a Business Associate Agreement

Regular email services just don’t cut it. In fact, most consumer or marketing email platforms like Sendgrid or Constant Contact, while great at sending email, are not HIPAA compliant or have limitations when it comes to using PHI in your messages. Even when bolted-on encryption solutions are used, they often lack the flexibility, scalability, and automation needed for safe and effective healthcare email engagement.

LuxSci goes beyond the basics with policy-based encryption, secure TLS, PKI encryption and escrow/secure portal options. LuxSci’s SecureLine™ encryption technology dynamically selects the appropriate encryption method based on recipient capabilities and messaging context and can be configured to enforce secure delivery automatically according to organizational policies. LuxSci also provides the ability to enforce advanced multi-factor authentication. Every message is tracked with full audit trails—no guesswork, no loose ends.

The Real Opportunity – Secure, Personalized Email with PHI

Using PHI to Drive Personalized Messaging
Imagine sending a personalized reminder to a diabetic patient about an upcoming check-up. Or reaching out to new mothers with postnatal care resources tailored to their needs. Or sending automated email workflows to all your members to accelerate and increase new plan enrollments. Or email customer and prospects about a new product upgrade or new service offering. The list goes on. That’s the power of PHI-personalized email—when done securely.

Targeted Segmentation with Sensitive Data
With HIPAA compliant email solutions like LuxSci, you can segment your audience based on real health data with high levels of precision, such as chronic conditions, appointment history, insurance status, health risks, and more, without compromising patient trust or security.

Breaking the One-Size-Fits-All Approach in Healthcare Email
Generic email blasts are over. Modern patients expect personalization. With LuxSci, you can deliver highly targeted, highly secure emails with encrypted content, while staying HIPAA compliant.

Real Business Results from Secure Email

Here’s how secure, personalized email can drive improved results across a range of healthcare communications, including:

  • Increased Patient Appointments and Follow-ups – Sending encrypted, personalized appointment reminders and follow-up notices can reduce no-shows and boost overall appointment volume.
  • Boosting Preventative Care with Outreach Campaigns – Preventative campaigns (think flu shots or cancer screenings) sent securely to the right segments can lead to higher response rates, better health outcomes, and a lower cost of care.
  • Improving Health Plan Enrollments – Targeted email outreach during open enrollment, tailored by eligibility or plan type, and powered by automated workflows leads to higher enrollments and lower call center costs.
  • Driving Awareness and Sales of New Services or Products – Have a product upgrade offer, new wellness program or telehealth service? Send secure, PHI-informed HIPAA compliant email to the right audience for increased sales and faster adoption.
  • Optimize Explanation of Benefits NoticesReplace snail mail with email that’s fast, reliable and trackable, ensuring customers are informed and compliance is met.

The Healthcare Marketer’s Secret Weapon: Using PHI Responsibly

In a world moving away from third-party cookies, first-party data is more valuable than ever, and PHI is the most powerful form of it in healthcare. With secure HIPAA compliant email, PHI doesn’t have to be locked away. Marketers can safely use it to understand patient needs and send relevant, timely messages. PHI-driven segmentation lets you build hyper-targeted campaigns that speak to relevant conditions, unique needs and timely topics, increasing open rates, clicks throughs, and campaign conversions.

Meeting the Personalization Demands of Today’s Patients and Customers

HIPAA-compliant email is no longer just about checking a box. It’s about unlocking the full potential of your patient and customer data to drive better engagement, healthier outcomes, and measurable business results.

In closing, below are some final thoughts on how secure, HIPAA compliant email delivers long-term value for your organization and better connections with your patients and customers, including:

    • Future-Proofing Healthcare Engagement – Patients expect Amazon-level personalization. HIPAA-compliant tools let you meet those expectations securely.

    • Adapting to Data Privacy Regulations Beyond HIPAA – From GDPR to state-level privacy laws, secure communication is no longer optional, it’s foundational.

    • Building Trust Through Secure Communication – Each secure, personalized message sent is a trust-building moment with your patients and customers.

Why LuxSci? The Infrastructure Behind the Performance

With LuxSci’s secure email infrastructure and email marketing solutions, healthcare organizations can confidently personalize communication, reach patients more effectively, and fuel growth with PHI-safe segmentation, messaging, and email automation.

LuxSci takes data security and email performance to the next level by offering dedicated cloud infrastructure for each customer, which means your email campaigns aren’t slowed down by other vendors on shared cloud services and your attack footprint is much smaller. In short, you get higher delivery rates and throughput with proven HIPAA compliance and data security.

The future of healthcare engagement is personal, secure, and performance-driven—and it starts with HIPAA compliant email done right.

Reach out today with any questions or to learn more about LuxSci.


FAQs

1. Is HIPAA-compliant email necessary for marketing communications?
Yes—if your emails include or are based on PHI (like appointment reminders, condition-based messaging, or insurance info), you need HIPAA-compliant email and recipient consent to avoid legal risk and preserve patient trust.

2. Can PHI be used in marketing emails under HIPAA?
Yes, with proper consent and secure, HIPAA compliant infrastructure like LuxSci’s, PHI can be safely used in emails for personalized, segmented campaigns.

3. How does LuxSci ensure high email deliverability for healthcare messages?
LuxSci uses dedicated cloud servers for each customer, active email reputation monitoring, and best-practice configurations to ensure high deliverability rates for sensitive emails.

4. Is LuxSci only for marketing teams?
No—LuxSci supports marketing, clinical, operations, and IT teams by enabling secure, compliant email communication across the entire organization.

5. What types of PHI can I use to segment campaigns using LuxSci?
You can segment based on chronic conditions, visit history, insurance status, provider details, age, gender, location, and more—all while staying fully compliant.

HIPAA compliant email

Most Popular LuxSci Blog Posts of 2025

As we close out 2025, healthcare communicators, IT and compliance leaders, and digital marketers face an ever-changing landscape of security threats, regulatory updates, and technology innovations. At LuxSci, we’re committed to helping you with continuous updates and guidance on the future of secure healthcare communications.

In case you missed it, or need a refresh, below are some of our most popular blog posts from 2025. Enjoy!

1. Improve Email Engagement and Marketing Results with Automated Workflows

Automated workflows are transforming how healthcare organizations engage patients and customers — enabling dynamic, event-driven campaigns that easily scale your outreach and keep you HIPAA compliant. In this post, we introduce LuxSci’s Automated Workflows capability for our Secure Marketing healthcare solution. Learn how sequence-based journeys can personalize outreach and optimize engagement with behavior-based triggers that improve campaign performance — without sacrificing data security.

Read the full post: LuxSci Enhances Secure Marketing with Automated Workflows

2. Healthcare Email Threat Readiness Strategies

Email remains a frontline channel for healthcare communications, and a prime target for cyber threats and criminals. This deep-dive into email threat readiness strategies covers essential practices like continuous monitoring, business continuity planning, and workforce training to mitigate email-borne security risks. Whether you’re responsible for clinical systems, marketing, or enterprise IT, this post provides a strategic playbook to strengthen your defenses, while maximizing your results.

Read the full post: Healthcare Email Threat Readiness Strategies

3. HIPAA Compliant Email — 20 Tips in 20 Minutes

For practical guidance you can apply right now, this on-demand webinar distills 20 key tips for HIPAA-compliant email across technical, legal, and operational domains. Whether you’re refining your infrastructure, improving deliverability, or modernizing your data security posture in 2026, this resource is a time-efficient way to elevate your compliance and security.

Read the post and watch the webinar on demand: HIPAA Compliant Email: 20 Tips in 20 Minutes

4. Is SendGrid HIPAA-Compliant? What You Should Know

Choosing the right email provider matters, especially when Protected Health Information (PHI) is at stake. In this post, we examine SendGrid’s capabilities in the context of HIPAA compliance, outline what it takes to send PHI securely, and offer guidance on evaluating third-party services for secure healthcare email and communication needs.

Read the full post: Is SendGrid HIPAA-Compliant?

5. LuxSci Shines in G2 Winter 2026 Reports

Customer feedback matters to LuxSci. In this post, we share the most recent news about LuxSci’s performance in the G2 Winter 2026 Reports, where we earned 20 badges across categories like Email Security, Encryption, Gateway, and HIPAA-Compliant Messaging. These reviews reflect not just product excellence, but trust from real users, which we work hard to build every day!

Read the full post: LuxSci Shines in G2 Winter 2026 Reports

Looking Ahead to 2026

We look forward to providing more information and insights on secure healthcare communications in the coming year, including the latest on HIPAA compliant email, PHI security, healthcare marketing, threat readiness, and personalized engagement. In the meantime, if you’re not already, follow us on LinkedIn below, and we’ll see you here in 2026!

Follow LuxSci on LinkedIn

HIPAA compliant email

LuxSci Welcomes Angel Mazariegos as Head of Finance

LuxSci, a leader in secure healthcare communications and HIPAA compliant email, is pleased to announce the appointment of Angel Marie Mazariegos as the company’s new Head of Finance. With over 25 years of experience in financial management, accounting, and human resources, Angel will play a central role in advancing LuxSci’s operational excellence and supporting the company’s rapid growth in 2026 and beyond.

Angel brings a wealth of expertise to LuxSci, having held senior leadership positions at organizations focused on financial services, language and access services for healthcare, and human resources. In these roles, Angel has led multi-department Finance and HR teams, spearheading critical initiatives, including ERP implementations, streamlined employee onboarding, and financial process optimization.

In her role at LuxSci, Angel will oversee all aspects of the company’s finance operations, including budgeting, forecasting and reporting. Additionally, Angel will manage the company’s HR function, ensuring that LuxSci continues to foster a strong, people-driven culture based on its Secure, Trust, Responsible and Smart company values.

“Angel’s blend of financial and HR leadership makes her an invaluable addition to the LuxSci executive team and a real asset for our people,” said Mark Leonard, CEO of LuxSci. “We look forward to working with Angel to build the high-performing teams that will be critical to our future growth and serving the evolving needs of our customers.”

Angel holds dual MBA degrees in Accounting and Human Resource Management from Cappella University, as well as dual BS degrees in Business Administration (Accounting and CIS Business Systems) from California State University, Los Angeles.

“I am honored to join the LuxSci team at such an exciting time for the company,” said Mazariegos. “I look forward to working with the team and helping build on LuxSci’s reputation for excellence and reliability in secure healthcare communications.”

HIPAA Compliant Email

LuxSci Shines in G2 Winter 2026 Reports, Underscoring Commitment to Product Leadership and Trusted Relationships

We’re pleased to announce that LuxSci has been recognized for excellence and leadership for HIPAA compliant email and messaging in the just-released G2 Winter 2026 Reports!

Based on verified customer reviews, LuxSci earned 20 G2 badges as part of the most recent G2 reports, including top honors such as Grid Leader, Highest User Adoption, Best Support, and Best Estimated ROI.

This recognition further validates what we’ve always believed: our customers don’t just choose a great product — they choose a great partner. At LuxSci, we build long-term, trusted relationships with our customers, anchored in product reliability, industry-leading email deliverability and performance, and the best customer support in the business.

Why G2 Matters

G2 is a globally trusted peer‑review platform that aggregates verified user feedback and real‑world usage data to rank software and service providers. G2’s seasonal reports like the Winter 2026 editions shine a spotlight on latest tools and vendors that deliver consistent value and satisfaction to real customers.

Earning 20 badges this quarter signals a strong vote of confidence from our customers and community, helping affirm that LuxSci is a leading, highly adopted secure email solutions provider.

What We Earned in Winter 2026

Among the 20 badges awarded to LuxSci across Email Security, Email Encryption, Email Gateway and HIPAA Compliant Messaging are:

  • Grid Leader
  • Highest User
  • Best Support
  • Best Estimated ROI

This broad range of accolades spanning leadership, adoption, support and return on investment underscores the reliability of our solutions and the trust our customers place in us.

Awards Reflect Our Commitment to Customer Success

Reliable. Winning Grid Leader and Highest User Adoption demonstrates that thousands of users are depending on LuxSci, securely delivering emails to today’s most popular platforms, including Gmail, Apple Mail, Yahoo Mail and AOL, to name a few.

Proven. With Best Estimated ROI, customers are saying that LuxSci delivers tangible results, whether in secure email delivery, regulatory compliance, or operational efficiency.

Long‑Term Trust. Best Support is perhaps the most telling because for us, success isn’t just about features, it’s about being there for our customers every step of the way.

Thank you to all of our customers. We remain committed to your success — today and in the future.

Want to learn more about LuxSci? Reach out and connect with us today!

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biggest email threats

Know the Biggest Email Threats Facing Healthcare Right Now

Due to its near-universal adoption, speed, and cost-effectiveness, email remains one of the most common communication channels in healthcare. Consequently, it’s one of the most frequent targets for cyber attacks, as malicious actors are acutely aware of the vast amounts of sensitive data contained in messages – and standard email communication’s inherent vulnerabilities.

In light of this, healthcare organizations must remain aware of the evolving email threat landscape, and implement effective strategies to protect the electronic protected health information (ePHI) included in email messages. Failing to properly secure email communications jeopardizes patient data privacy, which can disrupt operations, result in costly HIPAA compliance violations, and, most importantly, compromise the quality of their patients’ healthcare provision.

With all this in mind, this post details the biggest email threats faced by healthcare organizations today, with the greatest potential to cause your business or practice harm by compromising patient and company data. You can also get our 2025 report on the latest email threats, which includes strategies on how to overcome them.

Ransomware Attacks

Ransomware is a type of malware that encrypts, corrupts, or deletes a healthcare organization’s data or critical systems, and enables the cybercriminals that deployed it to demand a payment (i.e., a ransom) for their restoration. Healthcare personnel can unwittingly download ransomware onto their devices by opening a malicious email attachment or clicking on a link contained in an email.

In recent years, ransomware has emerged as the email security threat with the most significant financial impact. In 2024, for instance, there were over 180 confirmed ransomware attacks with an average paid ransom of nearly $1 million. 

Email Client Misconfiguration

While a healthcare organization may implement email security controls, many fail to know the security gaps of their current email service provider (ESP) or understand the value of a HIPAA compliant email platform, leaving data vulnerable to email threats, such as unauthorized access and ePHI exposure, and also, subsequently, a greater risk of compliance violations and reputation damage.

Common types of email misconfiguration include:

  • Lack of enforced TLS encryption: resulting in emails being transmitted in plaintext, rendering the patient data they contain readable by cybercriminals in the event of interception during transit.
  • Improper SPF/DKIM/DMARC setup: failure to configure or align these email authentication protocols correctly gives malicious actors greater latitude to successfully spoof trusted domains.
  • Disabled or lax user authentication: a lack of authentication measures, such as multi-factor authentication (MFA), increases the risk of unauthorized access and ePHI exposure.
  • Misconfigured secure email gateways: incorrect rules or filtering policies can allow phishing emails through or block legitimate messages.
  • Outdated or unsupported email client software: simply neglecting to download and apply the latest updates or patches from the email client’s vendor can leave vulnerabilities, which are well-known to cybercriminals, exposed to attack.

Social Engineering Attacks

A social engineering attack involves a malicious actor deceiving or convincing healthcare employees into granting unauthorized access or exposing patient data. Relying on psychological manipulation, social engineering attacks exploit a person’s trust, urgency, fear, or curiosity, and encompass an assortment of threats, including phishing and business email compromise (BEC) attacks, which are covered in greater depth below.

Phishing

As mentioned above, phishing is a type of social engineering attack, but they are so widespread that it warrants its own mention. Phishing sees malicious actors impersonating legitimate companies, or their employees, to trick victims into revealing sensitive patient data. 

Subsequently, healthcare organizations can be subjected to several different types of phishing attacks, which include:

  • General phishing: otherwise known as bulk phishing or simply ‘phishing’, these are broad, generic attacks where emails are sent to large numbers of recipients, impersonating trusted entities to steal credentials or deliver malware. 
  • Spear phishing: more targeted attacks that involve personalized phishing emails crafted for a specific healthcare organization or individual. These require more research on the part of malicious actors and typically use relevant insider details gleaned from their reconnaissance for additional credibility.
  • Whaling: a form of spear phishing that specifically targets healthcare executives or other high-level employees. 
  • Clone phishing:  when a cybercriminal duplicates a legitimate email that was previously received by the target, replacing links or attachments with malicious ones.
  • Credential phishing: also known as ‘pharming’, this involves emails that link to fake login pages designed to capture healthcare employees’ usernames and passwords under the guise of frequently used legitimate services.

Domain Impersonation and Spoofing

This category of threat revolves around making malicious messages appear legitimate, which can allow them to bypass basic email security checks. As alluded to above, these attacks exploit weaknesses in email client misconfigurations to trick the recipient, typically to expose and exfiltrate patient data, steal employee credentials, or distribute malware.

Domain spoofing email threats involve altering the “From” address in an email header to make it appear to be from a legitimate domain. If a healthcare organization fails to properly configure authentication protocols like SPF, DKIM, and DMARC, there’s a greater risk of their email servers failing to flag malicious messages and allowing them to land in users’ inboxes.

Domain impersonation, on the other hand, requires cybercriminals to register a domain that closely resembles a legitimate one. This may involve typosquatting, e.g., using “paypa1.com” instead of “paypal.com”. Alternatively, a hacker may utilize a homograph attack, which substitutes visually similar characters, e.g., from different character sets, such as Cyrillic. Malicious actors will then send emails from these fraudulent domains, which often have the ability to bypass basic email filters because they aren’t exact matches for blacklisted domains. Worse still, such emails can appear authentic to users, particularly if the attacker puts in the effort to accurately mimic the branding, formatting, and tone used by the legitimate entity they’re attempting to impersonate. 

Insider Email Threats

In addition to external parties, employees within a healthcare organization can pose email threats to the security of its PHI. On one hand, insider threats can be intentional, involving disgruntled employees or third-party personnel abusing their access privileges to steal or corrupt patient data. Alternatively, they could be the result of mere human error or negligence, stemming from ignorance, or even fatigue.

What’s more, insider threats have been exacerbated by the rise of remote and flexible conditions since the onset of the COVID-19 pandemic, which has created more complex IT infrastructures that are more difficult to manage and control.  

Business Email Compromise (BEC) Attacks

A BEC attack is a highly targeted type of social engineering attack in which cybercriminals gain access to, or copy, a legitimate email account to impersonate a known and trusted individual within an organization. BEC attacks typically require extensive research on the targeted healthcare company and rely less on malicious links or attachments, unlike phishing, which can make them difficult to detect.

Due to the high volume of emails transmitted within the healthcare industry, and the sensitive nature of PHI often included in communications to patients and between organizations, the healthcare industry is a consistent target of BEC attacks.

BEC attacks come in several forms, such as:

  • Account compromise: hijacking a real employee’s account and sending fraudulent messages.
  • Executive fraud: impersonating high-ranking personnel to request urgent financial transactions or access to sensitive data.
  • Invoice fraud: pretending to be a vendor asking for the payment of a fraudulent invoice into an account under their control.

Supply Chain Risk

Healthcare organizations increasingly rely on third-party vendors, including cloud service providers, software vendors, and billing or payment providers to serve their patients and customers. They constantly communicate with their supply chain partners via email, with some messages containing sensitive patient data; moreover, some of these organizations will have various levels of access to the PHI under their care.

Consequently, undetected vulnerabilities or lax security practices within your supply chain network could serve as entry points for email threats and malicious action. For instance, cybercriminals can compromise the email servers of a healthcare company’s third-party vendor or partner, and then send fraudulent emails from their domains to deploy malware or extract patient data.

Another, somewhat harrowing, way to understand supply chain risk is that while your organization may have a robust email security posture, in reality, it’s only as strong as that of your weakest third-party vendor’s security controls.

Download LuxSci’s Email Cyber Threat Readiness Report

To gain further insight into the biggest email threats to healthcare companies in 2025, including increasingly prevalent AI threats, download your copy of LuxSci’s Email Cyber Threat Readiness Report

You’ll also learn about the upcoming changes to the HIPAA Security Rule and how it’s set to impact your organization going forward, and the most effective strategies for strengthening your email security posture.

Grab your copy of the report here and begin the journey to strengthening your company’s email threat readiness today.

HIPAA compliant marketing automation

What Is HIPAA Compliant Marketing Automation?

HIPAA compliant marketing automation uses software platforms to deliver personalized healthcare communications while protecting protected health information through automated consent management, secure data processing, and privacy controls. These systems enable healthcare organizations to scale patient engagement activities, trigger communications based on clinical events, and measure campaign effectiveness while maintaining compliance with federal privacy and security regulations. Healthcare organizations increasingly need scalable communication strategies that can deliver personalized messages to large patient populations without overwhelming staff resources. Marketing automation provides these capabilities while requiring specialized compliance features that standard commercial platforms cannot offer.

Automated Consent and Authorization Management

Permission tracking systems automatically verify patient authorization status before sending marketing communications, preventing violations by checking consent databases in real-time. These systems must update immediately when patients revoke authorization to ensure that subsequent communications do not violate consent preferences. Dynamic consent processing allows patients to specify preferences for different types of marketing communications while maintaining HIPAA compliant marketing automation of these choices. Patients might authorize wellness newsletters while declining promotional messages about elective procedures, requiring sophisticated preference management. Renewal automation helps healthcare organizations maintain current patient authorizations by sending renewal requests at appropriate intervals and processing responses automatically. These systems reduce administrative burden while ensuring that marketing communications continue to have valid patient consent.

Trigger-Based Communication Workflows

HIPAA compliant marketing automation for clinicial events enables healthcare organizations to send relevant communications based on patient care activities such as appointment scheduling, test result availability, or treatment milestones. These workflows must respect authorization requirements while providing timely patient engagement. Care coordination triggers automatically generate communications that support patient treatment plans including medication reminders, follow-up appointment notifications, and educational materials relevant to specific conditions. These communications often qualify as healthcare operations rather than marketing activities. Administrative workflows trigger communications about billing, insurance changes, or policy updates that affect patient relationships. Healthcare organizations aim to evaluate whether these communications require marketing authorization or fall under permitted healthcare operations activities.

Data Integration and Security Controls

Electronic health record connectivity enables HIPAA compliant marketing automation platforms to access clinical data for personalization while maintaining strict access controls and audit capabilities. These integrations must comply with minimum necessary standards and maintain comprehensive activity logs. Patient portal integration allows marketing automation systems to coordinate with other patient engagement tools while maintaining consistent security standards and user experience. These integrations help create seamless patient communication strategies across multiple touchpoints. Database segmentation protects patient privacy by limiting marketing automation access to only the data needed for specific campaigns while preventing broader PHI exposure. Role-based controls ensure that automated systems cannot access information beyond their authorized scope.

Personalization While Protecting Privacy

Dynamic content insertion allows HIPAA compliant marketing systems to customize communications using patient-specific information without exposing PHI to marketing personnel. These systems can personalize messages during delivery while keeping sensitive data separate from campaign development processes. Algorithmic targeting uses automated analysis to identify appropriate patient segments for specific communications while maintaining de-identification standards. These algorithms can execute sophisticated targeting strategies without revealing individual patient characteristics to human operators. Template-based personalization allows healthcare organizations to create standardized communication formats that incorporate patient-specific information automatically. Templates of this nature ensure compliance while enabling efficient campaign development and consistent messaging.

Compliance Automation and Risk Reduction

Automated audit trails capture detailed records of all marketing automation activities including campaign triggers, message delivery, patient interactions, and consent verification. These trails provide evidence of compliance efforts while supporting potential investigations or regulatory reviews. Policy enforcement automation prevents marketing communications that violate organizational policies or patient consent preferences through real-time validation of campaign parameters. These systems can block inappropriate communications before they are sent to patients. Breach detection automation monitors marketing systems for unauthorized access, unusual activity patterns, or potential security incidents involving PHI. Automated alerts allow healthcare organizations to respond quickly to potential compliance violations or security threats.

Performance Analytics and Reporting

Aggregate engagement metrics provide insights into marketing automation effectiveness without exposing individual patient response patterns. Healthcare organizations can track overall campaign performance while maintaining patient privacy through statistical reporting methods. Compliance dashboards help healthcare organizations monitor their marketing automation activities for potential violations including authorization rates, consent management effectiveness, and security incident frequency. These dashboards provide early warning indicators for compliance issues. Return on investment calculations enable healthcare organizations to evaluate marketing automation program value while maintaining appropriate data privacy protections. Financial analysis can demonstrate program benefits without requiring access to individual patient information.

Vendor Selection and Platform Management

Business associate evaluation processes help healthcare organizations select marketing vendors that can meet HIPAA compliant marketing automation requirements, and provide appropriate security capabilities. These evaluations should include security assessments, compliance audits, and contract negotiations. Platform configuration management ensures that marketing automation systems are properly configured to maintain HIPAA compliance throughout their operational lifecycle. Configuration controls should prevent unauthorized changes that could compromise security or compliance. Update and maintenance procedures ensure that marketing automation platforms receive appropriate security updates while maintaining compliance capabilities. Healthcare organizations must coordinate with vendors to ensure that system changes do not compromise PHI protection.

Integration with Healthcare Operations

Care team coordination enables marketing automation systems to support clinical workflows while maintaining appropriate boundaries between marketing activities and patient care. These integrations help ensure that automated communications enhance rather than interfere with healthcare delivery. Quality improvement integration allows marketing automation data to support healthcare quality initiatives while maintaining patient privacy protections. Aggregate communication effectiveness data can inform care improvement strategies without exposing individual patient information. Revenue cycle coordination helps healthcare organizations align marketing automation activities with billing, collections, and financial management processes. These integrations can improve patient financial experience while maintaining compliance with both marketing and billing regulations.

device HIPAA compliant

What Makes a Device HIPAA Compliant?

No single feature makes a device HIPAA compliant, as compliance derives from a combination of security controls, administrative policies, and appropriate usage practices. Healthcare organizations must implement encryption, access restrictions, and monitoring capabilities to ensure devices handling protected health information meet regulatory requirements. While manufacturers may advertise “HIPAA compliant” products, the responsibility for maintaining HIPAA compliant status ultimately rests with the healthcare organization through proper configuration, management, and usage in clinical environments.

Physical Security Requirements

Healthcare technology requires physical protections to prevent unauthorized access to patient information. Organizations aiming to render a device HIPAA compliant should consider location restrictions that limit where equipment can be used or stored. Physical safeguards include screen privacy filters that prevent visual access from unauthorized viewers, device locks securing equipment to fixed objects, and controlled access to areas containing sensitive technology. For portable devices, theft prevention features like tracking software and remote wiping capabilities provide additional protection. These physical controls complement other measures to create more complete security for healthcare devices.

Data Encryption Implementation

Encryption is a requirement for becoming fully HIPAA compliant in healthcare settings. Organizations should implement full-disk encryption that protects all information stored on device hard drives or solid-state storage. For devices transmitting data across networks, communications encryption using current protocols prevents interception during transmission. Mobile devices particularly benefit from encryption since they face higher risks of loss or theft. Many healthcare organizations establish minimum encryption standards that all devices must meet before connecting to clinical systems or accessing patient information. Proper encryption key management ensures data remains accessible to authorized users while maintaining protection from unauthorized access.

Access Control Systems

Controlling who can use devices and access the information they contain forms an essential part of compliance. Healthcare organizations typically establish access policies supporting HIPAA compliant operations requiring unique identification for each user. Authentication methods range from passwords or PINs to biometric verification like fingerprint scanning or facial recognition. Automatic timeout features terminate sessions after periods without activity. Role-based permissions restrict what information different users can view based on their job functions. These layered access controls help prevent both external threats and inappropriate internal access to sensitive patient data.

Mobile Device Management

Mobile technology presents unique compliance challenges due to portability and varied usage contexts. An approach to HIPAA compliant management includes mobile device management (MDM) solutions that enforce security policies across smartphones, tablets, and laptops. These management systems can remotely configure security settings, install updates, and even wipe devices if lost or stolen. Application controls limit which programs can be installed or access protected health information. Many organizations implement container solutions that separate personal and clinical applications on the same device. These management capabilities provide consistency across diverse mobile platforms while adapting to healthcare workflows.

Audit and Monitoring Capabilities

HIPAA regulations require tracking access to protected health information, making monitoring important for device HIPAA compliant certification. Devices handling patient data should maintain logs recording user activities, data access, and system events. Security monitoring tools analyze these logs to identify unusual patterns that might indicate unauthorized access. Vulnerability scanning helps identify security weaknesses before they lead to data breaches. These monitoring capabilities not only help detect potential security incidents but also provide documentation of compliance efforts during regulatory reviews or audits.

Maintenance and Update Procedures

Maintaining device HIPAA compliant status requires ongoing attention to emerging security threats and vulnerabilities. Organizations should establish procedures for promptly applying security patches and updates to all devices accessing protected health information. Asset management systems track which devices need updates and verify completion. End-of-life policies ensure obsolete devices that can no longer receive security updates are removed from clinical use. Lifecycle planning addresses hardware and software obsolescence before it creates security gaps. These maintenance procedures help ensure that devices remain compliant throughout their operational lifespan in healthcare environments.

Best HIPAA Compliant Email Providers

Who Are The Best HIPAA Compliant Email Providers?

The best HIPAA compliant email providers protect messages in transit and at rest, verify identity with layered controls, and record activity in a way auditors can trust while connecting cleanly with clinical systems. When selecting among the best HIPAA compliant email providers, look for default encryption, reliable authentication, clear logging, and contracts that match HIPAA Privacy and Security Rule expectations so staff can communicate without extra steps.

Why the Best HIPAA Compliant Email Providers Matter in Practice

Email drives everyday healthcare tasks from scheduling and follow ups to sharing discharge details. A service earns its place when protection is automatic and invisible during busy moments. Transport Layer Security should be the baseline for server to server delivery, with message level encryption available when a thread leaves trusted paths so only intended recipients can read the content. Identity deserves equal attention through multi factor sign in, phishing resistant authenticators for sensitive roles, and session rules that make sense on shared workstations. Domain protections like SPF DKIM and DMARC reduce spoofing so patients and partner clinics can trust sender identity, which cuts confusion and keeps conversations in the right hands.

Encryption and Role-Based Access

Strong protection should never slow care. Default rules that apply encryption without user action prevent lapses, while admin policies decide when to escalate from transport protection to content encryption based on recipient or message context. Role based access narrows who can open attachments that carry imaging or lab data, and time bound sessions reduce risk on nursing stations where several people might use the same terminal across a shift. When a platform can prove these controls operate as configured, it stands closer to the standard set by the best HIPAA compliant email providers without demanding constant attention from clinical teams.

Contract Assurances Without Surprises

Patient information requires clear agreements that spell out responsibilities before a single message is sent. A Business Associate Agreement should describe data handling, incident reporting timelines, and how information returns or is deleted when the relationship ends. Contract language needs to align with administrative and technical safeguards referenced in 45 CFR 164.308 and 45 CFR 164.312 so there is no gap between what the law expects and what the vendor delivers. Independent examinations such as SOC 2 Type II or HITRUST provide added assurance that controls operate consistently, while incident procedures and appropriate insurance show the vendor has prepared for difficult days. These pieces lower uncertainty and bring a provider closer to the standard you expect from the best HIPAA compliant email providers.

Integrations That Put Messages Into the Chart

Security works best when it lands in the clinical record without extra clicks. Direct links to electronic health records allow messages and attachments to post into the chart so staff are not copying and pasting under time pressure. Open APIs help route patient replies and flags to the right queue so action happens quickly, and single sign on keeps access simple as clinicians move from room to room. Mobile applications that retain encryption and authentication let providers answer urgent questions away from a desk, which shortens response time while keeping protections intact. A platform that quietly fits this pattern saves minutes every hour and reduces workarounds that create risk, a hallmark shared by the best HIPAA compliant email providers.

Evidence, Logging, and Retention at Scale

Privacy officers need clear visibility when questions arise. Immutable logs that capture access, message views, downloads, and policy changes allow teams to reconstruct events without guesswork. Searchable timelines answer who saw what and when, while retention settings that match record policy keep storage predictable and ready for discovery or legal holds. Alerts that point to unusual sign ins or large exports give early notice without overwhelming teams with noise. This combination turns security features into verifiable history that stands up during reviews, which is where many platforms falter and where mature services establish trust.

How the Best HIPAA Compliant Email Providers Support Audits

Audits move faster when evidence is easy to find. Administrators should be able to export logs for a defined window, filter by user or mailbox, and show exactly how encryption and access rules applied to a thread. Legal teams need clean exports that preserve headers and message bodies without altering content, while compliance staff look for consistent timestamps and clear event labels. When a platform delivers this clarity on demand, investigations remain focused on facts rather than tool limitations, and leadership gains confidence that controls are doing the work they were designed to do.

A Practical Way to Compare Options

Run a focused pilot inside one service line and track the steps that matter. Measure time to send a protected message, the rate at which patients open secure threads, and the ease with which staff can file conversations into the record. Note how many clicks it takes to apply content encryption and how often users need to call for help. Ask for references from similar healthcare organizations and listen for detailed stories about migration quality and support response during the first month. Review pricing beyond a seat line by including storage tiers, archive export charges, and support commitments over a multi year term so totals stay predictable. A platform that performs across these measures will stand out among the best HIPAA compliant email providers without any need to name vendors, and it will do so by making privacy steady and communication smooth rather than by promising features that never show up in daily work.