How to Write a Marketing Plan for Healthcare Organizations?

Healthcare Marketing
Erik Kangas
November 13, 2024

An effective healthcare marketing plan outlines strategies to reach patients, customers, partners, and healthcare organization, while meeting business growth targets. This structured document includes market analysis, audience targeting, budget allocation, campaign channels, content and schedules, and performance metrics. Successful marketing teams use these plans to guide and measure activities throughout the year, while protecting patient privacy and maintaining healthcare compliance standards.

Market Analysis and Research Requirements

Planning development begins by researching the latest healthcare market conditions, current customer and patient demographics, competitive landscapes and regulatory environments. Analysis is conducted on local demographics, population healthcare needs, insurance coverage patterns, and existing service providers. Research includes patient surveys, historical results, referral source interviews, and healthcare utilization data. Teams should study market trends, technological changes, and regulatory requirements that might affect marketing strategies and future results. The analysis should cover service area demographics, competitor capabilities, and potential growth opportunities. This research provides the foundation for marketing strategy development and resource allocation decisions.

Setting Healthcare Marketing Plan Objectives

Healthcare organizations establish clear marketing goals based on business needs and market opportunities. Teams should develop targets for patient and customer acquisition, conversions and engagement, and revenue generation. Plans must include specific metrics for digital engagement, such as conversions, new product sales, appointment scheduling, plan enrollments, and patient retention, for example. Marketing objectives are aligned with organizational growth plans and patient care standards for maximum effectiveness. These goals guide campaign development and performance measurement throughout the plan period with marketing teams tracking progress against objectives via regular reporting and analysis sessions.

Budget Development and Resource Planning

The marketing plan includes detailed budget allocations for different promotional activities and campaigns. Estimated costs for advertising, email campaigns, content creation, technology tools, and staff resources must be factored in to overall marketing spend. Subsequently, spending schedules are developed based on campaign timing and expected results. Budget planning considers seasonal variations in healthcare needs, annual requirements, and emerging marketing opportunities. Organizations track marketing expenses against patient acquisition costs, conversions and revenue targets. Financial planning includes contingency funds for market changes or new opportunities. Teams should document expected returns on marketing investments for different activities and channels.

Campaign Strategy and Implementation Schedules

Marketing plans should outline specific campaign strategies for different product and/or services, and for patient and customer segments. Teams create content calendars, campaign schedules, and implementation timelines. They should plan promotional activities around healthcare events, seasonal needs, and organizational milestones. The plan includes coordination requirements between marketing, clinical, operational, and IT teams. Implementation schedules also ease approval processes and compliance reviews. Marketing teams should develop workflow systems to manage multiple campaigns efficiently, where they establish clear responsibilities and deadlines for marketing activities.

Technology Integration and Digital Marketing

Plans involving healthcare marketing incorporate digital communications, such as email and text, and technology requirements to meet patient privacy and compliance needs. Teams outline website improvements, email targeting, social media campaigns, and online advertising programs as part of the overall plan. Plans should include details on patient engagement and technology tools, marketing automation systems, and analytics platforms. Technology planning must also cover data security measures and HIPAA compliance requirements. Organizations budget for new marketing tools and staff training needs annually. Digital strategies should align with patient communication channel preferences and healthcare delivery methods. Marketing teams should also plan regular technology assessments and updates.

Performance Tracking and Plan Adjustments

Marketing plans should establish systems for continuously tracking campaign performance and measuring results. Teams should develop reporting schedules and review processes for marketing activities. The organizations can create dashboards to monitor KPIs and campaign metrics, sharing them relevant internal departments. The plan should also include procedures for analyzing marketing data and making strategy adjustments. Results are compared against industry benchmarks and past performance. Regular plan reviews help teams optimize their marketing approaches and resource allocation, and performance analysis should guide future marketing decisions and budget planning.

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Why Healthcare Insurers Should Send Explanation of Benefits Statements Via Email

July 30, 2025
Pete Wermter

Explanation of Benefits statements or EOBs are mission-critical communications for health insurers because they ensure transparency, help detect billing errors or fraud, and most importantly, keep patients informed about their benefits and related payments.

However, the most conventional method of sending out EoBs, traditional mail, has several drawbacks that can prevent important information about healthcare coverage from reaching the intended recipient. This can leave policyholders in the dark about their healthcare coverage, which can lead to confusion and dissatisfaction with their insurance provider when they receive an unexpected medical bill. This can also drive up inbound calls into your claims department or contact center.

Because Explanation of Benefits statements contain the protected health information (PHI) of policyholders, insurers are bound by HIPAA (the Health Insurance Portability and Accountability Act) regulations to ensure their secure delivery. Consequently, the risks inherent to sending paper EoB statements in the mail not only have security implications but also potential consequences for non-compliance.

With all this in mind, this post discusses why healthcare insurers should send EoBs to their policyholders via secure email instead of traditional mail. We detail the various benefits of making the switch to electronic EoBs, which include enhanced security, better adherence to compliance regulations, and the opportunity to save millions of dollars per month.

Protecting Patient Privacy

The primary reason that insurance companies should shift to email EoBs as opposed to traditional mail is that it’s far more secure. Sending an EoB via email drastically decreases the risk of protected health information (PHI) getting into the wrong hands. When sent in paper form by mail, an EoB could be:

Lost, stolen or damaged in transit
Delivered to the wrong address
Not properly deposited in a letter or mailbox, then stolen
Intercepted within the intended address by another individual who lives at or has access to the residence.

As detailed later in this post, email also allows for various controls and processes, which mitigate the risks of unsuccessful message delivery.

Most importantly, secure email provides data encryption, which safeguards the sensitive patient data within EoBs during transmission and when stored by rendering it unreadable to malicious actors who might intercept it. Physical mail, in contrast, offers no such protection, as someone who intercepts a paper EoB form can simply open it and freely read its contents.

Finally, secure email delivery platforms feature identity verification and access controls that enable healthcare insurers to restrict access to PHI to authorized personnel, limiting its exposure. They also provide auditing capabilities to track access to patient data, and quickly identify the source of security breaches.

HIPAA Compliance Benefits

Because sending an Explanation of Benefits statement via email is more secure, and better protects any patient data contained within them, this also reduces the risk of HIPAA compliance violations.

First and foremost, HIPAA regulations mandate that communications containing PHI, such as EoBs, must securely reach the intended recipient. By eliminating the risk of physical interception or non-delivery, and the compliance violations from a resulting security breach, insurers can better adhere to HIPAA regulations using email for sending EOBs. On a similar note, the security features built into a HIPAA compliant email platform, such as encryption, access controls, and audit logs, help insurers to satisfy the requirements of HIPAA’s Privacy and Security Rules in their compliance efforts.

Another considerable benefit of using secure email to send policyholders their EoBs, or, in fact, any communication containing PHI, is that it’s far easier to implement breach notification protocols. Email delivery platforms provide real-time tracking, so companies can pinpoint email message failures quickly and act accordingly. Similarly, intrusion detection systems and other cybersecurity measures that support email systems can enable faster detection and containment of data breaches.

In stark contrast, physical mail is far more difficult to track – and even those limited capabilities are reserved for more expensive delivery options. Consequently, security breaches via mail could go unnoticed for days or even weeks. If you’re unaware of a data breach, or have not yet contained or mitigated it, you’re then unable to inform all affected parties, resulting in further HIPAA violations.

Increased Deliverability Rates

By greatly mitigating the security risks presented by physical mail, i.e., the various ways an EoB could fall into the wrong hands, sending an EoB by email increases your ability to get more EOBs into the hands of policyholders, more quickly. At the same time, policyholders can make faster decisions regarding their healthcare.

The ability to track secure email gives you greater control over EOB deliverability, as it allows organizations to determine the cause of delivery failure and can also make subsequent attempts. Additionally, the process of determining the reason for the message delivery failures can also reveal security issues; the same process, however, is very difficult to achieve with traditional mail.

Here’s how the typical protocol for resending a secured email goes beyond what you can do with managing traditional mail delivery:

Determine the cause of non-delivery: verify that the intended recipient information is correct and check for issues like a full email inbox or security misconfigurations.
Don’t automatically resend: to avoid exposing PHI to the wrong person, confirm the intended recipient’s email address through an alternative verified channel, e.g., phone call, secure SMS, etc.
Log the incident: document the delivery failure, steps taken to determine its cause, attempts, etc.
Reattempt message delivery: if the investigation deems it safe, attempt message redelivery with the corrected information.

In the event that subsequent delivery attempts fail, it’s best practice to contact the individual to arrange the most convenient and secure alternative to deliver their EoBs.

Cost Savings

Simply put, sending Explanation of Benefits statements via email instead of traditional mail saves health insurers money – potentially lots of it. Processing EOBs from start to finish can cost health insurers one to two dollars or more per EOB. That’s a lot. The biggest opportunity for cost reduction is tied to the money saved on printing and mailing paper EoB statements. Additionally, the cost of administering the delivery of EoB forms, ensuring their delivery, etc., is lowered when it’s done electronically. Not to mention, resending EoBs in the event of their non-delivery is much easier and cheaper via email.

In a broader sense, increasing the deliverability and the success rate of sending EoBs helps a larger number of policyholders better understand the details of their insurance coverage, i.e., how it works, which services and procedures it covers, etc. As a result of their policyholders being more informed, insurers won’t spend as much time explaining policy details and cost breakdowns to their members, allowing them to divert the otherwise required resources to other areas of the business.

Reduced Carbon Footprint

Finally, it’s difficult to highlight the benefits of sending EoBs to policyholders by email without recognizing the positive environmental impact, too. Email EoBs cut down on paper, for both the forms themselves and the envelopes they’re mailed in. Then there’s the matter of the electricity and ink involved in printing them, the emissions produced in their delivery, etc. Opting to send EoBs via email reduces all these factors, which enables healthcare organizations to lower their carbon footprint and, where applicable, meet their sustainability obligations or goals.

Deliver EoBs More Securely, Reliably, and at Lower Cost with LuxSci

LuxSci’s Secure High Volume Email Solution enables healthcare insurance companies to instantly send Explanation of Benefits statements to policyholders at a massive scale, extending into hundreds of thousands or millions per month.

Our HIPAA compliant email delivery platform features:

Dedicated IPs that isolate critical transactional messages, such as EoBs, from other email traffic, allowing LuxSci customers to reach deliverability rates of 98% or more.
Real-time tracking for determining the delivery status of EoBs, as well as troubleshooting unsuccessful delivery attempts.
Flexible encryption through LuxSci’s proprietary SecureLine Technology, which automatically adjusts encryption settings according to the recipient to better ensure the protection of sensitive data.

Know the Biggest Email Threats Facing Healthcare Right Now

July 16, 2025
Pete Wermter

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.

What is the Best HIPAA Compliant Email?

July 10, 2025
Erik Kangas

The best HIPAA compliant email contains strong security features with ease of use and reasonable pricing. Top options include properly configured Google Workspace or Microsoft 365 accounts with Business Associate Agreements in place. Look at HIPAA compliant email platforms that offer encryption, access controls, audit logging, and secure mobile access while fitting their practice size, budget, and technical capabilities.

HIPAA Compliant Email Features

Healthcare professionals require email systems with particular security capabilities to protect client communications. Any HIPAA compliant email must include automatic encryption that works without requiring clients to create accounts or remember passwords. You need detailed access logs that document when messages were sent, received, and viewed. Message recall capabilities help address accidental disclosures before they become compliance issues. Calendar integration supports secure appointment scheduling and reminders. Mobile access controls ensure therapists can communicate safely from smartphones and tablets during off-hours or between office locations. Document sharing features allow secure exchange of intake forms and treatment plans. These capabilities help therapists maintain compliant communications while managing their practice efficiently.

Popular HIPAA Compliant Email Platforms

Several email providers offer solutions well-suited to mental health professionals. Hushmail for Healthcare includes features designed for therapists with web-based secure forms for client intake and customizable email templates. Paubox delivers encrypted email that works without requiring recipients to take extra steps, making it ideal for client communications. Virtru integrates with existing Gmail or Outlook accounts to add HIPAA compliant protections without changing email addresses. Google Workspace and Microsoft 365 provide affordable options when properly configured with appropriate security settings and covered by Business Associate Agreements. Smaller therapy practices often prefer these mainstream platforms for their familiarity and integration with other practice tools.

Security Considerations for Healthcare Communications

Secure healthcare communications require thoughtful security approaches due to their sensitive nature. HIPAA compliant email should include protections against phishing attacks that might target patient information. Data loss prevention tools identify and secure messages containing sensitive information even when users forget to enable encryption. Account recovery procedures must balance security with practicality for small practices. Multi-factor authentication prevents unauthorized access even if passwords are compromised.

For example, healthcare personnel handling substance use disorder information need email systems that comply with both HIPAA and 42 CFR Part 2 requirements. Solutions should accommodate supervision relationships where communications may need controlled sharing with supervisors.

Client Experience and Usability Factors

The best HIPAA compliant email solutions balance security with positive client experiences. Buyers should evaluate how encryption affects the client’s process for reading and responding to messages. Some solutions require clients to create accounts or install software, while others deliver protected messages that open with minimal friction. Mobile compatibility matters as many clients prefer communicating from smartphones. Branding options allow therapists to maintain professional appearance in all communications. Automated responses help set appropriate expectations about response timing and emergency protocols. Client-facing secure forms streamline intake processes while maintaining compliance.

HIPAA Compliant Email Implementation for Medical Practices

Implementing secure email requires planning tailored to medical practice workflows. Solo practitioners need solutions with straightforward setup and minimal ongoing maintenance. Group practices benefit from centralized administration that enforces consistent security policies across all therapists. Practice management integration connects secure email with scheduling, billing, and documentation systems.

Transition planning helps migrate existing communications to new secure platforms without disrupting client relationships. Documentation templates ensure compliance with both HIPAA and professional ethical standards for electronic communications. Training materials must address both technical operation and appropriate clinical use cases. When implementing HIPAA compliant email practice admins should create workflow procedures that incorporate secure communication into their practice routines.

Cost Considerations For Selecting Email Services

Healthcare providers must balance security requirements with budget realities when selecting HIPAA compliant email. Pricing models vary significantly, with some services charging per user while others offer flat-rate plans better suited to solo practitioners. Additional fees may apply for features like secure forms, extra storage, or advanced security controls. Implementation costs include time spent on configuration, training, and client education about new communication methods. Some platforms offer discounted rates for professional association members or multi-year commitments. Buyers should calculate the total cost of ownership beyond monthly subscription fees, including technical support and compliance documentation. Affordable HIPAA compliant email options exist for practices of all sizes, but require thoughtful evaluation of both immediate pricing and long-term value.

Integrating Email with Broader Practice Security

HIPAA compliant email represents one component of comprehensive practice security. Email solutions should complement electronic health record systems while maintaining appropriate boundaries between clinical documentation and communications. Device management policies ensure therapists access email securely across computers, tablets, and smartphones. Backup procedures preserve communications while maintaining security protections. Incident response planning prepares therapists for addressing potential security issues or breaches. Regular security reviews evaluate whether email practices continue to meet evolving compliance requirements. By integrating email security with broader practice safeguards, therapists create communication systems that protect client information throughout its lifecycle.

What Are Email HIPAA Compliance Requirements?

July 2, 2025
Erik Kangas

Email HIPAA compliance is the privacy and security standards that healthcare organizations must implement when using electronic mail to transmit, store, or discuss protected health information. These requirements include encryption protocols, access controls, audit logging, and administrative safeguards that protect patient data during email communications. Healthcare providers, payers, and suppliers must understand email HIPAA compliance obligations to avoid costly violations while maintaining effective communication with patients, business partners, and other healthcare organizations. Understanding email HIPAA compliance helps organizations select appropriate email platforms, train staff on proper procedures, and implement policies that protect patient information while supporting clinical and administrative workflows.

Privacy Rule Requirements For Email HIPAA Compliance

The Privacy Rule establishes how healthcare organizations can use and disclose protected health information in email communications without violating patient privacy rights. Email HIPAA compliance permits healthcare organizations to use patient information for treatment, payment, and healthcare operations without obtaining individual patient authorization. Clinical communications between providers, billing discussions with payers, and care coordination activities fall under these permitted uses when proper safeguards are implemented.

Healthcare organizations must provide privacy notices to patients explaining how their information may be used in email communications and their rights regarding this information. Patients have the right to request restrictions on how their information is shared via email, though organizations are not always required to agree to these limitations. Email HIPAA compliance requires organizations to honor reasonable requests and provide mechanisms for patients to file complaints about email privacy practices.

Minimum necessary standards require healthcare organizations to limit email communications to the smallest amount of protected health information needed for the specific purpose. This means that diagnosis details, treatment notes, and other sensitive information should only be included when necessary for patient care or business operations. Organizations must evaluate their email practices to ensure compliance with minimum necessary requirements across different communication types.

Security Rule Standards For Email HIPAA Compliance

The Security Rule requires healthcare organizations to implement administrative, physical, and technical safeguards to protect electronic protected health information transmitted via email. Administrative safeguards include appointing security officers responsible for email systems, conducting workforce training on email privacy requirements, and establishing procedures for granting and revoking email access. These safeguards ensure that only authorized personnel can access patient information during email communications.

Technical safeguards focus on access controls, encryption, audit logging, and transmission security for email systems. Email HIPAA compliance requires user authentication systems that verify the identity of individuals accessing email containing patient information. Encryption protects email content during transmission and storage, while audit logs track who accesses patient information and when these access events occur.

Physical safeguards protect computer systems, mobile devices, and facilities where email containing patient information is accessed or stored. Organizations must implement workstation security controls, device controls for mobile email access, and media disposal procedures for devices containing patient communications. These protections prevent unauthorized individuals from accessing patient information through physical security breaches.

Regular security assessments evaluate email systems for vulnerabilities that could lead to data breaches or unauthorized disclosures. Email HIPAA compliance requires organizations to address identified weaknesses and maintain documentation of security measures. Penetration testing and vulnerability scanning help identify potential problems before they result in privacy violations.

Business Associate Requirements For Email HIPAA Compliance

Third-party email service providers that handle protected health information on behalf of healthcare organizations must operate as business associates under HIPAA regulations. Business associate agreements must specify how email providers will protect patient information, limit data use to authorized purposes, and report security incidents or unauthorized disclosures. Email HIPAA compliance requires healthcare organizations to verify that their email providers have appropriate security measures in place.

Common email business associates include cloud email providers, managed email services, and email security vendors. Each relationship requires careful evaluation of privacy and security risks along with appropriate contractual protections. Organizations must verify that business associates maintain their own HIPAA compliance programs and provide documentation of security measures.

Business associates must implement administrative, physical, and technical safeguards for email systems and ensure that subcontractors also comply with HIPAA requirements. This includes providing security training to their workforce, maintaining audit logs, and reporting security incidents to healthcare organizations. When business associate relationships end, email providers must return or destroy patient information as specified in their agreements.

Staff Training And Policy Development

Healthcare organizations must train staff on email HIPAA compliance requirements and organizational policies for handling patient information in electronic communications. Training programs should cover identification of protected health information, appropriate use of email systems, and procedures for reporting potential privacy violations. Staff members need to understand when email communications require additional security measures and how to use secure email platforms correctly.

Policy development includes establishing procedures for email encryption, recipient verification, and incident reporting when security concerns arise. Organizations should develop different policies for various types of email communications, including patient care coordination, billing discussions, and business partner communications. Regular policy updates address changing regulations and technology developments that affect email security.

Competency assessments verify that staff understand their responsibilities when handling patient information in email communications. Organizations should document training activities and maintain records of staff compliance with email privacy policies. Regular refresher training keeps staff updated on changing requirements and reinforces proper email security practices.

Monitoring And Incident Response For Email HIPAA Compliance

Healthcare organizations need ongoing monitoring programs to ensure that email practices remain compliant with HIPAA requirements and identify potential issues before they result in violations. Regular audits should examine email content for appropriate privacy protections, verify that security safeguards function correctly, and assess whether staff follow established policies. These audits help demonstrate ongoing commitment to protecting patient information.

Incident response procedures specifically address email-related security breaches or privacy violations, including notification requirements and remediation steps. Organizations must have clear procedures for investigating potential breaches involving email communications, determining whether notification is required, and implementing corrective actions to prevent future incidents. Training on incident response helps staff recognize and respond appropriately to email security issues.

Documentation requirements include maintaining records of email policies, training activities, security assessments, and compliance monitoring efforts. This documentation helps demonstrate compliance efforts during regulatory investigations and supports continuous improvement of email practices. Organizations should retain documentation for required periods and ensure records are complete and accessible when regulatory authorities request information about email HIPAA compliance practices.

Why Is Email Deliverability Important?

June 11, 2025
Erik Kangas

Email deliverability is important as it directly determines whether healthcare organizations can successfully communicate with patients, providers, and business partners when it matters most. Poor email deliverability can result in missed appointments, delayed care coordination, lost revenue, and compliance violations that put both patient safety and organizational reputation at risk. For healthcare providers, payers, and suppliers, maintaining high email deliverability rates means ensuring that appointment reminders reach patients, lab results arrive on time, and billing communications are received without delay. When deliverability fails, the entire healthcare communication chain breaks down, creating gaps in the patient journey and administrative efficiency.

Email Deliverability Affects Patient Care Coordination

Patient care coordination depends heavily on timely, reliable email communication between healthcare providers, specialists, and patients themselves. When email deliverability rates drop, appointment reminders fail to reach patients, leading to increased no-show rates and delayed care. Lab results that end up in spam folders can delay treatment decisions, while referral communications that never arrive can disrupt the continuity of care between primary physicians and specialists. Healthcare organizations with poor email deliverability face cascading effects throughout their patient care processes. A single missed communication can lead to delayed diagnoses, postponed treatments, and frustrated patients who feel disconnected from their care team. Emergency departments may not receive timely notifications about incoming patients, while discharge instructions delivered via email may never reach patients who need them most. The ripple effects of poor email deliverability extend far beyond simple communication failures, directly impacting patient outcomes and satisfaction scores.

Poor Email Deliverability Creates Revenue Loss

Revenue loss from poor email deliverability affects missed appointments, delayed payments, failed billing communications, and reduced patient engagement with healthcare services. When billing statements and payment reminders fail to reach patients due to deliverability issues, healthcare organizations experience increased accounts receivable aging and higher collection costs. Insurance claim notifications and EOBs that end up in spam folders can delay reimbursement processes, affecting cash flow and financial stability. Healthcare organizations also lose revenue through reduced patient engagement with preventive care services and elective procedures. Email campaigns promoting wellness programs, health screenings, and specialized services generate lower response rates when deliverability problems prevent messages from reaching patient inboxes. The financial impact compounds over time, as organizations invest in email marketing and patient communication tools that fail to deliver expected returns due to underlying email deliverability challenges.

Compliance Risks When Deliverability Fails

Healthcare organizations face large compliance risks when email deliverability problems prevent timely delivery of required communications. HIPAA regulations require covered entities to implement reasonable safeguards for protecting patient information, and failed email delivery can create documentation gaps that expose organizations to regulatory scrutiny. When patient communications fail to reach their intended recipients, or worse, reach an unintended recipient, healthcare organizations compliance lapses and data breaches can occurr. Failed email deliverability can also create audit trail problems, as organizations may not realize that required communications never reached patients or business partners. This lack of visibility into delivery failures can lead to compliance violations that result in fines, penalties, and increased regulatory oversight. Healthcare organizations operating under value-based care contracts face additional risks when poor email deliverability prevents timely communication of quality metrics and performance data to payers and regulatory bodies.

Email Deliverability Impacts Operational Efficiency

Operational efficiency in healthcare depends on smooth communication flows between departments, providers, external partners, and patients and customers. When email deliverability issues disrupt these communication channels, healthcare organizations experience increased administrative burden, duplicated efforts, and workflow interruptions. Staff members spend additional time following up on communications that may have been filtered into spam folders or blocked entirely, reducing productivity and increasing operational costs. Poor email deliverability also affects supply chain management, as communications with vendors, suppliers, and business partners may fail to reach their intended recipients. Order confirmations, shipping notifications, and inventory updates that end up in spam folders can lead to supply shortages, delivery delays, and increased procurement costs. Healthcare organizations may need to implement alternative communication methods, such as phone calls or postal mail, which are more expensive and time-consuming than email.

Technology Integration Challenges

Healthcare organizations rely on integrated technology systems that depend on reliable email deliverability for automated notifications, alerts, and data exchanges. Electronic health record systems, customer data platforms, and patient portal platforms all generate email communications that can be affected by deliverability issues. When these automated systems cannot reliably deliver messages, healthcare organizations may experience system-wide communication breakdowns that affect multiple departments and workflows. Poor email deliverability can also disrupt integration with third-party healthcare applications, telemedicine platforms, and health information exchanges. These systems rely on email notifications to alert providers about new patient data, test results, or system updates. When deliverability problems prevent these notifications from reaching their intended recipients, healthcare organizations may miss important information that affects patient care decisions and operational planning.

Building Sustainable Practices

Healthcare organizations can build sustainable email deliverability practices by implementing authentication protocols, monitoring sender reputation, and maintaining clean recipient lists. Regular audits of email deliverability performance help identify problems before they affect patient care, customer communications, or operational efficiency. Organizations benefit from establishing dedicated resources for managing email deliverability, including staff training on best practices and ongoing monitoring of delivery metrics across different communication channels.

Sustainable email deliverability practices also include developing contingency plans for communication failures, such as alternative contact methods and backup notification systems. Healthcare organizations can reduce their vulnerability to email deliverability issues by diversifying their communication channels while maintaining primary reliance on email for routine communications. This balanced approach helps ensure that patient care and operational efficiency remain intact even when challenges arise.

Want to learn more? Reach out and contact us today.

On-Demand Webinar: HIPAA Compliant Email – 20 Tips in 20 Minutes

April 9, 2025
Pete Wermter

Healthcare providers, payers, and suppliers: are you confident your email practices are fully HIPAA compliant—especially with major HIPAA Security Rule updates on the horizon?

HIPAA compliance is complex, and email remains one of the biggest areas of risk when it comes to protecting electronic Protected Health Information (ePHI). To help keep you up to date and on top of the latest threats, we’re pleased to share a quick on-demand webinar – HIPAA Compliant Email: 20 Tips in 20 Minutes – designed to give you the latest practical information and insider tips on HIPAA compliant email.

Why You Should Watch

Whether you’re a seasoned security, infrastructure or compliance pro or just beginning your journey into HIPAA compliant email communications, this webinar provides an easy-to-consume way to get up to speed on what matters most—without a massive time commitment.

LuxSci’s expert team breaks down 20 tips across the technical, legal and operational aspects of HIPAA compliant email to help healthcare organizations of all sizes get it right, and avoid the consequences of non-compliance. The webinar is packed with immediately useful guidance to help you tackle compliance with confidence, even as new HIPAA Security Rule updates loom in 2025.

What You’ll Learn

Here’s a sneak peek at just a few of the topics covered:

How to build a HIPAA compliant email infrastructure
From cyber risk assessments to data encryption in transit and at rest to secure portals, LuxSci walks you through the essentials of securing ePHI in your infrastructure.

The must-have email settings and policies
Understand why SPF, DKIM, DMARC, email archiving, retention rules, and secure gateways aren’t optional—they’re critical.

Empowering your staff as the first line of defense
Staff training, social engineering awareness, and multi-factor authentication go a long way toward compliance and peace of mind.

Upcoming changes to the HIPAA Security Rule
Get a preview of what’s coming later in 2025 and how you can prepare now to avoid scrambling later.

Why non-compliance is non-negotiable
Learn the real-world consequences of HIPAA violations—from steep fines and data breaches to loss of patient trust.

Why LuxSci?

LuxSci has more than 20 years of experience securing healthcare communications. With 20+ billion emails sent, 98% deliverability rates, and nearly 2,000 customers served, LuxSci is trusted by leading healthcare providers, payers, and suppliers for high performance, scalable, and flexible HIPAA compliant marketing solutions. Customers include Athenahealth, 1800 Contacts, Delta Dental, Lucerna Health, Rotech Medical Equipment, and Eurofins.

Click here to watch the free on-demand webinar now.

Webinar: How to Harness HIPAA-Compliant Marketing & Workflows

July 24, 2024
LuxSci

In today’s connected world with millions of messages bombarding people every second of the day, personalized engagement over digital channels is a requirement for any business – especially in healthcare. However, ensuring that your marketing efforts comply with the Health Insurance Portability and Accountability Act (HIPAA) can be a daunting task that never quite gives you the peace of mind you need. The good news is that you don’t have to lose sleep at night worrying about whether your marketing campaigns are secure and protected from data breaches and outside threats. With the right strategies and solutions, you can create HIPAA-compliant marketing campaigns that not only keep data protected, but also boost lead conversions, improve outcomes, and reduce costs.

Here are some simple but necessary steps to get you off and running with HIPAA-compliant marketing campaigns today:

Understand HIPAA Requirements

Before embarking on any marketing campaign, it’s crucial to have a thorough understanding of HIPAA regulations. HIPAA sets strict guidelines for keeping protected health information (PHI) safe. Ensure your marketing team is well-versed in these regulations to avoid any compliance failures. If you’re not sure, check out this recent LuxSci blog post on understanding encryption requirements for HIPAA-compliant email.

Leverage Automated Data Encryption

Safeguarding protected health information (PHI) is a requirement with HIPAA. Use advanced encryption methods – including dedicated cloud infrastructures and automation that encrypts every email sent with no user intervention required – to secure patient and customer data both in transit and at rest. This ensures that any data shared during marketing campaigns remains confidential and secure from breaches.

Implement Consent Management

Obtaining explicit consent from patients and customers before using their information in marketing campaigns is a also requirement and non-negotiable. Make sure you have a consent management system that records, stores, and manages patient and customer consent effectively and efficiently.

Personalize and Hypersegment Campaigns Using PHI Data

HIPAA does not need to hold you back. In fact, using PHI data can take your email targeting and messages to the next level. Personalized marketing can significantly improve patient and customer engagement and increase your lead conversions. Use PHI data to tailor your marketing messages to the specific needs and preferences of precise segments to ensure content is relevant and valuable – and actionable.

Utilize Encryption for All Healthcare Communications

Communicating with patients and healthcare customers through secure channels is essential for ALL communications, not just those that require HIPAA compliance. Use flexible encrypted email services, secure messaging apps, and patient portals to share sensitive information, and protect yourself from the latest cybersecurity threats at all times.

Monitor, Analyze and Improve Marketing Campaigns

Regularly test, monitor and analyze your marketing campaigns to ensure ongoing HIPAA compliance and the best results, using data on emails delivered, opened, clicked and secured. Take action in real-time to improve segmentation and results based on your latest business needs and deliverability requirements.

Benefits of HIPAA-Compliant Marketing

Implementing HIPAA-compliant marketing strategies offers numerous benefits, including:

Improved healthcare experiences – Personalized and secure communications build trust and strengthen relationships with patients and customers.

More lead conversions – Hypersegmentation and automation drive higher conversion rates and improve patient and customer engagement.

Increased sales opportunities and revenue – Targeted, timely communications and campaigns drive the best results for growing your business.

Call to Action: ‘How-To’ Webinar on HIPAA-Compliant Marketing

Embracing HIPAA-compliant marketing is not just about avoiding penalties; it’s about delivering superior patient and customer experiences – and achieving business success. With HIPAA-compliant marketing, you can create powerful campaigns that protect PHI data, drive lead conversions, and improve patient and customer outcomes.

Are you ready to transform your healthcare marketing strategy – in a HIPAA-compliant way?

Join us for a webinar on How to Harness HIPAA-Compliant Marketing and Workflows, taking place on Tuesday, August 6 at 12:00PM Eastern Time. We’re joining forces with the experts over at Compliancy Group for an informative ‘how-to’ session on the latest best practices, success stories and easy-to-use tools for ensuring compliance across your organization – with a focus on marketing, workflows and automation. This includes:

Effectively and efficiently managing compliance across multiple standards
How to increase engagement and drive sales with HIPAA-compliant marketing
Optimizing workflows with secure forms and automation
Includes 2 live demos

Don’t miss it. Sign up today!

What Are HIPAA Secure Email Requirements? A Detailed Guide for Healthcare Companies

March 3, 2025
Pete Wermter

This concise guide answers the often-asked question of ‘what are HIPAA secure email requirements?’. We’ll explore the essential components of HIPAA secure email and the measures healthcare organizations must take to best protect the sensitive patient and customer data under their care.

In healthcare, email often includes protected health information (PHI), and any transmission of PHI via email must ensure that this sensitive data is protected from unauthorized access and subsequent exposure.

HIPAA compliant email refers to a HIPAA secure email service that meets the privacy and security standards set by the Health Insurance Portability and Accountability Act (HIPAA). In the pursuit of securing patient data and ensuring each individual’s right to privacy, HIPAA has issued a series of guidelines designed to protect sensitive patient data during email transmission.

HIPAA Secure Email Requirements In Detail

To be classified as HIPAA secure email, an email system must meet a range of privacy and security requirements designed to protect sensitive patient data.

Let’s begin with a deeper dive into the essential requirements of a HIPAA compliant email provider:

Encryption

Encryption is the cornerstone of HIPAA compliant email. Both in-transit encryption (when the email is sent) and at-rest encryption (when the email, and, by extension, the PHI it contains, is stored on the server) are mandatory HIPAA requirements.

End-to-end encryption safeguards PHI from being accessed by malicious actors, e.g. hackers and other cybercriminals, even if they get hold of it. Without proper encryption, in contrast, the sensitive health information contained in emails can easily be interpreted, and, consequently, has value if intercepted.

Better still, encryption for HIPAA secure email needs to be automated and flexible. Flexibility refers to the email provider’s ability to match the type of encryption with the recipient’s security posture. Automation, meanwhile, ensures that PHI is encrypted without the need for a manual process by the email user or human intervention. These capabilities not only reduce the potential for human error but also diminish the admin overhead of securing PHI.

Access Control

HIPAA email rules require strict access controls to ensure that only authorized personnel can access sensitive data. Not everyone at a healthcare organization, or a third party that happens to have access to their data in the course of their business relationship, should have access to patient data. With this in mind, access to PHI must be enforced through risk mitigation measures such as user authentication, multi-factor authentication (MFA), and role-based access controls (RBAC).

MFA, for instance, requires users to verify their identity beyond their login credentials. This could include something they know (a secret phase, a one-time password (OTP), something they have (a keycard or security token), or something they are (i.e., biometrics: retinal scans, fingerprints, etc.). The reason it’s called multi-factor authentication is that healthcare organizations can implement as many authentication measures as warranted by the sensitivity of the patient data.

Audit Trails

HIPAA mandates that all access to PHI be logged for auditing purposes. This includes tracking the sender, recipient, timestamps, and any modifications to the email or its contents. Audit logs ensure that any unauthorized access or potential breach can be investigated, addressed, and, above all, contained promptly. For HIPAA secure email compliance, audit logs must be kept for a minimum of six years and must be easily accessible for compliance audits.

Business Associate Agreement (BAA)

When using third-party email providers, such as LuxSci, healthcare organizations must enter into a Business Associate Agreement (BAA). This legally binding contract ensures that the email provider, i.e., the business associate, is also held to HIPAA’s security and privacy requirements. By the same token, the BAA covers the responsibilities of the healthcare provider – or ‘covered entity’ – in safeguarding PHI and outlines penalties for non-compliance for both parties.

HIPAA Secure Email Best Practices

To ensure your email system meets HIPAA’s compliance standards and remains secure, it’s critical to follow these best practices. If you’re unsure where to start when it comes to tightening up your compliance efforts, start with these essential principles:

End-to-End Encryption: A HIPAA compliant email provider must implement end-to-end encryption: meaning that PHI is encrypted when sent and decrypted only by the intended recipient. LuxSci’s encryption protocols ensure that PHI is never exposed during the transmission process or in storage.
Implement Multi-Factor Authentication (MFA): to further enhance the security of your email communications, expand your IT infrastructure to enable MFA. This ensures that unauthorized parties cannot access email accounts even if login credentials are compromised. MFA adds another layer of protection by requiring as many factors of identification as the PHI demands.
Regular Audits: conduct regular audits to ensure that all actions on email communications are properly logged, tracked, and record who accessed patient data and for what purpose. As well as malicious behavior, these audits can highlight overly generous access privileges and enable security teams to tighten up their policies and protocols.
Continuous Monitoring: as well as regularly auditing PHI access logs, you need to deploy a continuous monitoring solution to remain aware of suspicious behaviors and potential attempts at data breaches. Without continuous monitoring, malicious actors have the opportunity to infiltrate your network between periodic risk assessments.
Employee Education and Training: if your staff isn’t educated on how to handle sensitive patient data, all your other efforts to safeguard PHI are likely to be undermined. In light of this, training your workforce on HIPAA regulations, how to adhere to them, and the potentially dire consequences of failing to comply with their standards, must be a top priority.
Choose a Trusted, HIPAA Compliant Email Provider: the email provider you select must offer features specifically designed to meet HIPAA standards, removing a lot of the complications from achieving compliance in the process.

Why Choose LuxSci for Your Organization’s HIPAA Secure Email Communication Needs?

When it comes to safeguarding PHI, LuxSci offers the security of flexibility and automated end-to-end encryption, unparalleled scalability, and best-in-class deliverability to carry out effective, high-volume HIPAA-compliant email campaigns.

Whether you’re a growing practice or a large healthcare company, our solutions facilitate effective email engagement, while maintaining the highest standards of email security and compliance.

Here’s are the ways LuxSci’s leading solutions help ensure HIPAA-compliant email communication within your healthcare organization, no matter the size of your company, or the volume of emails you send:

HIPAA Secure Email Gateway for Google Workspace and Microsoft 365

LuxSci’s Secure Email Gateway is the perfect solution for smaller healthcare organizations or those already using Google Workspace or Microsoft 365. Our service enables you to make your existing email system HIPAA compliant without disrupting your current workflow and user experience. LuxSci’s Secure Email Gateway automatically applies end-to-end encryption, ensuring that all emails containing PHI are securely transmitted. The best part? The process is automated and transparent to users, requiring no extra steps and causing no interruptions.

Secure High Volume Email Solution for Large Healthcare Organizations

For larger healthcare providers and organizations that send thousands or millions of emails per month, LuxSci’s Secure High Volume Email solution provides a scalable, highly secure solution that ensures compliance without sacrificing performance. Whether you’re sending newsletters, appointment reminders, preventative care emails, or other communications to a large patient or customer base, our solution delivers best-in-class HIPAA-compliant email deliverability rates of 95% or higher.

Flexible, Automated Encryption with SecureLine Technology

At the heart of LuxSci’s HIPAA-compliant email solutions is our SecureLine technology, our proprietary flexible and automated encryption service. SecureLine enables highly flexible, automated encryption that adapts to the security posture of your recipients’ servers, ensuring that messages reach the intended recipient. Whether you are sending individual messages or conducting a bulk email outreach campaign, SecureLine automatically handles the encryption, keeping your email communications protected, secure and private from end-to-end.

Scalability for Large Enterprises

LuxSci’s infrastructure supports some of the largest healthcare organizations in the world, providing the scalability needed to handle high volumes of sensitive communications, including sending hundreds of millions of emails per year. As your organization grows, LuxSci can scale its solutions to meet your needs, ensuring that you maintain HIPAA compliance and a seamless, secure email experience.

Contact LuxSci Today

If you have any questions or concerns about HIPAA secure email requirements or would like to learn more about how LuxSci can help secure your healthcare communications, don’t hesitate to contact us.

We’ll be happy to discuss your unique needs and help you find the right solutions to help your organization become more secure, compliant, and better at engaging with your patients and customers.