What Are The Requirements For HIPAA Emailing Medical Records?

HIPAA Compliant Email
Erik Kangas
April 10, 2025

HIPAA emailing medical records mandate that healthcare organizations implement encryption, access controls, and audit protections when transmitting protected health information electronically. Organizations must obtain patient authorization for medical record disclosures, ensure secure transmission methods, and maintain detailed logs of all email activities involving PHI to comply with Privacy and Security Rule obligations. Medical record transmission via email has become routine in healthcare operations, yet many organizations struggle with balancing convenience and compliance requirements. Understanding specific HIPAA obligations for email communications helps healthcare providers avoid costly violations while maintaining efficient patient care workflows.

Patient Authorization and Disclosure Requirements

Patient access rights under HIPAA allow individuals to request copies of their medical records in electronic format, including email delivery when requested. Healthcare organizations must honor these requests within 30 days and cannot require patients to provide justification for their preferred delivery method. Third-party disclosures require explicit patient authorization before medical records can be emailed to family members, attorneys, or other healthcare providers. These authorizations must specify what records will be shared, with whom, and for what purpose to ensure HIPAA compliance with privacy standards. Minimum necessary standards apply to HIPAA emailing medical records, requiring healthcare organizations to limit disclosures to only the information needed for the intended purpose. Complete medical records should only be shared when specifically authorized or when the entire record is necessary for the disclosed purpose.

Encryption Standards and Message Security

End-to-end encryption provides the strongest protection for medical records transmitted via email by ensuring that only authorized recipients can access patient information. This encryption method protects data throughout the entire transmission process, including temporary storage on email servers. Transport layer security protects medical records during transmission between email servers but may not encrypt messages while stored on recipient systems. Healthcare organizations should verify that this level of protection meets their risk tolerance and patient expectations for privacy. Secure portal delivery offers an alternative to direct email transmission by providing encrypted storage where patients or authorized recipients can access medical records through password-protected websites. This method maintains organization control over access and provides detailed audit trails.

Identity Verification and Recipient Authentication

Patient identity confirmation helps ensure that HIPAA emailing medical records reach intended recipients and prevents unauthorized disclosure to wrong email addresses. Healthcare organizations should implement verification procedures that confirm patient identity before emailing sensitive medical information. Recipient authentication systems verify that authorized individuals access emailed medical records rather than unintended recipients who might gain access through shared email accounts or compromised systems. Multi-factor authentication provides additional security layers for sensitive record access. Email address validation helps prevent medical record disclosure to incorrect recipients due to typographical errors or outdated contact information. Healthcare organizations should confirm email addresses with patients before transmitting medical records electronically.

Record Integrity and Transmission Controls

Digital signatures help ensure that medical records remain unchanged during email transmission and provide verification that documents originated from legitimate healthcare sources. These signatures help recipients confirm record authenticity and detect any unauthorized modifications. File format standards help ensure that emailed medical records can be accessed by recipients while maintaining security protections. PDF formats with password protection offer good compatibility while providing basic security controls for medical record transmission. Attachment size limitations may require healthcare organizations to split large medical records across multiple email messages or use alternative delivery methods. These constraints must be managed while maintaining record completeness and patient access rights.

Audit Trail and Documentation Obligations

Transmission logs must capture detailed information about medical record email activities including sender identity, recipient addresses, transmission timestamps, and record types shared. These logs support compliance monitoring and provide documentation for potential breach investigations. Access tracking helps healthcare organizations monitor who views emailed medical records and when access occurs. This information supports audit requirements and helps identify potential unauthorized access to patient information shared via email. Retention policies for email logs and transmitted medical records must align with state and federal requirements while supporting potential legal discovery and compliance audit needs. Healthcare organizations should establish clear schedules for maintaining and disposing of HIPAA emailing medical records transmission records.

Managing Failed Deliveries and Bounced Messages

Error handling procedures must protect medical record information when email transmissions fail or bounce back to senders. Healthcare organizations need policies for managing failed deliveries that prevent PHI exposure through error messages or automated responses. Alternative delivery methods should be available when email transmission fails to ensure that patients receive requested medical records within required timeframes. These backup procedures might include secure portals, encrypted file transfer, or physical mail delivery options. Notification protocols help healthcare organizations inform patients when medical record email deliveries fail while maintaining confidentiality about record contents. These communications should provide alternative access methods without revealing specific medical information in potentially unsecured messages.

Staff Training and Policy Implementation

Email usage policies must provide clear guidance for healthcare personnel about when and how to issue HIPAA emailing medical records while maintaining HIPAA compliance. These policies should address authorization requirements, encryption standards, and procedures for handling transmission errors. User training programs should cover both the mechanics of secure email transmission and the regulatory requirements for medical record disclosure. Staff need to understand patient rights, authorization procedures, and security measures required for different types of record sharing. Compliance monitoring helps healthcare organizations identify policy violations and training needs related to medical record email transmission.

Erik Kangas

With 30 years engaged in to both academic research and software architecture, Erik Kangas is the founder and Chief Technology Officer of LuxSci, playing a core role in building the company into the market leader for HIPAA compliant, secure healthcare communications solutions that it is today. An international lecturer on messaging security, Erik also advises and consults on email technology strategies and best practices, secure architectures, and HIPAA compliance. Erik holds undergraduate degrees in physics and mathematics from Case Western Reserve University, and a doctoral degree in computational biophysics from MIT. Erik Kangas — LinkedIn

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Most Popular LuxSci Blog Posts of 2025

December 30, 2025
Pete Wermter

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

LuxSci Welcomes Angel Mazariegos as Head of Finance

December 9, 2025
Pete Wermter

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.”

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

December 4, 2025
Pete Wermter

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!

Here’s What HIPAA Compliant Email Salespeople Don’t Tell You

November 18, 2025
Pete Wermter

With email security threats continuously increasing in number and sophistication, as well as healthcare companies requiring secure solutions to communicate with patients and customers, the need for HIPAA compliant email solutions has never been greater.

However, when looking for the right secure email services provider (ESP), healthcare organizations run the risk of making inaccurate assumptions about HIPAA compliance via what they learn from prospective vendors. This is due to the tendency for sales materials for HIPAA compliant email services, such as web pages or promotional videos, to highlight the strengths of the platform, while downplaying a healthcare company’s own role and responsibilities in securing protected health information (PHI).

With this firmly in mind, here are six key things that HIPAA compliant email salespeople don’t tell you about securing communications and achieving compliance.

1. The Shared Responsibility Model

Firstly, HIPAA compliant email salespeople are unlikely to emphasize the idea of shared responsibility when it comes to data security. This is the idea that two entities that share access to data, e.g., a healthcare company and their ESP, have a shared responsibility to preserve the privacy of that data.

In reality, most sales pitches explain the benefits and features of the solution, as opposed to stressing that compliance truly depends on how it’s configured and used. Now, that’s not to say that a salesperson is trying to hide this fact, as they’ll probably allude to training and configuration requirements. But, they’ll be less likely to make light of this and, more broadly, how shared responsibility factors into compliance.

2. A BAA Doesn’t Automatically Make You HIPAA Compliant

A business associate agreement (BAA) is essential for HIPAA compliance, but signing one doesn’t automatically make you compliant. Your organization still has to use the email delivery solution in a way that aligns with HIPAA regulations, which involves proper configuration, training, oversight, and reporting.

The misconception among some healthcare companies that a BAA equals compliance may be perpetuated by the term “HIPAA compliant email services provider”. This could give some the impression that the vendor is fully HIPAA compliant and, subsequently, in signing a BAA with them, the use of their services is fully compliant.

But, it’s not that simple.

Simply signing a BAA obscures the real effort involved in achieving compliance. There’s no official HIPAA seal of approval, and HIPAA compliant means that the solution is capable of being configured for compliant use, which is a shared responsibility. HIPAA compliant email salespeople are unlikely to volunteer this nuance, especially if their email solution requires considerable configuration or has a steep learning curve to use it securely.

3. Not All Solutions or Features Are HIPAA Compliant

Another key detail often underplayed by vendor sales materials of HIPAA compliant email solutions is that some of their features, or even entire services, aren’t covered by their BAAs, so they can’t be used to handle PHI.

These tools are referred to as “out of scope” and may include tools capable of integration with the email service, such as analytics or AI capabilities, but they don’t possess the cyber risk mitigation measures that align with HIPAA regulations. Perhaps the main reason for this is that many mass-market email delivery solutions, such as Microsoft 365 or Google Workspace, are designed for companies across all sectors. Consequently, while they can be HIPAA compliant, they weren’t developed from the ground up with the stringent regulatory demands of the healthcare industry in mind.

4. Solutions Are Not HIPAA Compliant “Out of The Box”

HIPAA compliant email salespeople may suggest that compliance is built into their platform, and healthcare organizations can use it to transmit PHI straight away, but this isn’t the case. Healthcare companies must still configure the email platform accordingly, as per the security requirements determined by their risk assessment, e.g., applying the right level of encryption.

Also, if the email service is difficult to configure for HIPAA compliance or if the vendor’s configuration documentation lacks detail, that presents another obstacle to its compliant use.

In addition to configuration, healthcare companies also have to implement access management controls and policies, establishing the extent to which each employee can access PHI in respect to their roles and responsibilities. From there, they will have to train their workforce on how to use the HIPAA compliant email solution securely, which may include those tools that fall outside the scope of your BAA with the vendor, and must not be used for the disclosure of patient data.

5. Essential Security Features Cost Extra

Another more egregious version of an ESP not being HIPAA compliant out of the box is having features required for compliance, such as encryption or audit logging, as premium add-ons and not included in the solution’s base pricing.

A vendor’s sales materials for its email service might list the necessary safeguards, but underemphasize the fact that only some versions of their platform are truly HIPAA compliant. Consequently, healthcare companies must confirm that the features required for HIPAA compliant email communications are included in the plan they’re purchasing.

6. The Importance of Staff Training on HIPAA

HIPAA compliant email salespeople are often remiss in stressing the need for additional workforce training alongside the deployment of their platform. A healthcare company’s employees must be trained on how to securely use the email client, how to ID potential threats, and best practices for including PHI in email communications, as well as the regulations tied to HIPAA and data security.

This includes educating users on the differences between regular and secure email, and what they must do to safeguard patient and customer data. Fortunately, secure email solutions from providers like LuxSci enable automated email encryption, and users do not need to take any additional actions to ensure encryption when sending emails.

Additionally, in some cases, employees will need to be trained on which tools or features do not align with HIPAA guidelines and must not be used to process PHI.

LuxSci: Fully HIPAA Compliant – No Hidden Surprises

LuxSci specializes in solutions that enable companies to carry out secure, personalized, and HIPAA compliant email communications and campaigns. With more than 20 years of experience and billions of emails sent for companies including Athenahealth, 1 800 Contacts, Lucerna Health and Rotech Healthcare, we’ve acquired invaluable experience in helping healthcare organizations enhance their engagement efforts, all while adhering to HIPAA regulations. In addition, LuxSci’s secure high-volume and marketing email solutions feature HIPAA-required security controls, including encryption, audit logging, and multi-factor authentication (MFA) by default, not as optional, hidden extras.

Contact us today to learn more about how LuxSci’s secure email solutions can help increase the ROI on your patient and customer outreach efforts, while safeguarding PHI in line with HIPAA requirements.

LuxSci Enhances Secure Marketing with Automated Workflows

May 27, 2025
Erik Kangas

If you’re a healthcare marketer looking to make your email campaigns more intelligent, automated, and secure, now’s the time to look at LuxSci Secure Marketing.

Whether you’re new to LuxSci or a long-time user, we’re pleased to announce that our new Automated Workflows capability is now available in the latest version of LuxSci Secure Marketing.

LuxSci Secure Marketing is a HIPAA compliant email marketing solution designed specifically for healthcare providers, payers, and suppliers. The solution enables organizations to proactively reach patients and customers with secure, compliant email campaigns that drive increased engagement, leads, and sales.

What Are Automated Workflows?

Traditional ‘one-off’ campaigns can work, but they’re limited. What if you could set up an intelligent healthcare engagement journey that adapts based on how your patients and customers interact with each email? That’s where LuxSci Automated Workflows come in.

An Automated Workflow is a sequence of actions—or Steps—that a Contact moves through over time. Each Step can perform a specific function, such as sending an email, waiting a specified amount of time, pausing until a particular event occurs (like a message open or link click, or even an update to the Contact via an API call from your systems), evaluating conditions to take different branches. This could include saving the Contact to a particular Segment, or jumping to another Step or Workflow. As a result, automated workflows can support personalized, dynamic, and highly targeted healthcare engagement strategies.

A Look Inside LuxSci’s Automated Workflows Capability

LuxSci’s Automated Workflows—known in other platforms as Drip Campaigns, Customer Journeys, or Marketing Automation—enable you to build communications sequences based on Contact attributes, actions and/or where they are in a particular sequence or journey. Automated workflows put you in complete control of:

When each message is sent
Who gets what based on behavior, needs, and attributes
Which path or branch a Contact takes

Smart Event-Based Branching and Conditions

You can branch your Workflows to trigger targeted communications based on user attributes or engagement events for more guided, relevant journeys, with better outcomes. This includes actions based on:

Email opens
Link clicks
Custom field values
API-triggered behaviors

Wait Steps and Real-Time Triggers

You can pause the Workflow or sequence for each Contact until something specific happens—like the patient logging into a portal or clicking on a resource–and set custom time intervals or dates before the next action in the Workflow kicks in. You can also wait for a specific day of the month or week and/or a specific time range during the day to execute the next Step in the Workflow, e.g., Noon-2PM Central Time on Thursdays.

“Go To” Navigation Across Steps

Need a Contact to jump to a different Step or another Workflow entirely? You can do that with LuxSci Automated Workflows. If the same Step has already been visited, LuxSci Secure Marketing prevents loops automatically.

Add to Segment

Automatically add Contacts to segments as they reach specific Steps in your Workflows. Later, you can use these segments with the LuxSci API, triggers, or additional Workflows to take targeted actions, or download the list for contacts from the LuxSci UI or API for other uses.

LuxSci Automated Workflows: How They Work

Step 1: Create an Automated Workflow

Users start by creating an Automated Workflow—a container for your automated patient or customer journey. You can customize:

Sender name, sender address, reply-to address
Workflow and email queue priority over other Workflows and messages sent

Screenshot 2025 05 27 at 11.00.47 AM LuxSci Enhances Secure Marketing with Automated Workflows — *LuxSci Secure Marketing – Automated Workflows*

Step 2: Add Steps to the Workflow

Steps are part of a Workflow and are executed based on the Contact’s path through the Workflow. Each Workflow can be customized based on different Step types that define what happens as a Contact progresses. Step types include:

Send Email: Automatically deliver personalized messages using your existing templates.

Wait for Time: Pause contact progression for a set duration, until a specific date, or relative to a Contact’s field (e.g., appointment time).

Wait for Event: Delay until a specific condition is met, such as an email being opened or a custom filter passing.

Branch: Evaluate one or more conditions and send Contacts down different paths based on matches or fallbacks.
Go To: Jump forward or backward within a Workflow, or even switch to a different Workflow entirely.

Add to Segment: Dynamically assign Contacts to segments for future targeting or reporting.

End Workflow: Mark a Contact’s journey as complete

Workflow Steps LuxSci Enhances Secure Marketing with Automated Workflows — *LuxSci Secure Marketing – Automated Workflows*

Step 3: Trigger the Journey

Workflows can start when you either send all of the Contacts in a list or segment into the Workflow or when a specific trigger fires. This could be someone joining a list, submitting a form, reaching a date or milestone, such as a birth date, or meeting a condition.

Automated Workflow Example

For a new health plan enrollment Workflow, for example, you could start with an automated step that sends an email to those Contacts required to re-enroll by a certain date, with links to either sign up for an education webinar, enroll at a patient portal or be sent additional information by email. Depending on the Contact’s action in the email, the Contact follows a Branch that automates the next step in the workflow. In this case, if the Contact requests additional information, the next Step to send a follow-up email with more information on plan enrollment is executed, and so on.

Screenshot 2025 05 27 at 10.56.32 AM LuxSci Enhances Secure Marketing with Automated Workflows — *LuxSci Secure Marketing – Automated Workflows*

Healthcare Use Cases for LuxSci Automated Workflows

LuxSci’s Automated Workflows optimize a range of healthcare use cases, including:

New Member Onboarding: Introduce new Contacts to your brand with a structured onboarding flow.

Re-Engagement Campaigns: Automatically follow up with inactive Contacts based on engagement or inactivity windows.

Appointment Follow-Up Sequences: Send reminders, tips, and satisfaction surveys after a visit.

Preventative Care Communications: Communicate regular and timely information that drives greater patient participation in healthcare journeys with better outcomes.

New Product Announcements or Upgrades: Keep patients and customers informed on the latest updates, upgrades and new product offers, such as medical equipment.

Event Reminders & Follow-Ups: Send timely updates or post-event content based on date-based triggers or actions taken.

Segmentation & Tracking: Automatically assign Contacts to segments as they progress through Steps for targeting or reporting.

Behavioral Nurturing: Tailor messaging paths based on clicks, opens, or custom field data.

Multi-Step Journeys: Connect multiple Workflows together to build larger, more modular strategies.

Patient Education Campaigns: Walk patients through disease management, treatment protocols, or lifestyle changes.

Benefits of LuxSci Automated Workflows

Intelligent Contact Nurturing at Scale

Automated workflows are your new digital marketing assistant, nurturing leads, checking conditions, and adapting communications sequences to each user based on their engagement and actions.

Personalized Touchpoints with Full Control

Each branch, delay, and trigger enables you to deliver content that feels personalized and relevant without all the manual and repetitive work to tailor communications.

Reporting, Metrics, and Optimization

LuxSci’s reporting capabilities empower you to monitor the end-to-end healthcare communications journey, gaining insights at every step, including:

Who received what
Who engaged and how
Where drop-offs happen
The engagement achieved with each Step in the Workflow

From there, you can use the behavior-based intelligence to build smarter Workflows with ongoing data-driven refinements, including adjusting content and timing based on what works (and what doesn’t).

Why LuxSci for Automated Workflows

LuxSci Secure Marketing and our newly enhanced Automated Workflows deliver a powerful, unique and secure healthcare marketing solution anchored in the following:

Secure Email: Comprehensive email security for data in transit and at rest, helping ensure HIPAA compliance and enabling the usage of PHI in emails for personalization and increased engagement.

Secure Infrastructure – Every message, contact, and action is protected by a secure, compliant platform architecture.

Enterprise-Scale – Workflows are optimized to handle millions of contacts with high concurrency and efficient processing.

Flexible Branching & Loop Prevention – Contacts can’t get “stuck” in loops, they are intelligently tracked and marked complete if already engaged.

Modular, Reusable Logic – Workflows can call each other to create structured, scalable automation plans.

Detailed Contact Tracking – View per-step Contact counts, both currently active and historically processed.

Improve Performance with Automated Workflows Today!

If you’re ready to move from static campaigns to personalized healthcare engagement, LuxSci’s Automated Workflows are here to help you easily create, scale and automate your email marketing campaigns and workflows—all while staying 100% HIPAA compliant.

FAQs

1. What is the difference between a Campaign and an Automated Workflow?
Campaigns are typically single email blasts to a particular set of contacts. Automated workflows are multi-step journeys intended to drive actions that adapt to recipient behavior over time.

2. Can I use Automated Workflows for re-engagement campaigns?
Absolutely. They’re ideal for winning back inactive Contacts with personalized, timely messages.

3. Are Automated Workflows HIPAA compliant like the rest of LuxSci solutions?
Yes. All Workflows inherit the same strict security and compliance controls that are part of all LuxSci solutions.

4. Can a Contact re-enter the same Workflow multiple times?
No. Once a contact has completed or exited a workflow, re-entry is prevented to avoid loops or duplication.

What Are HIPAA Compliant Email Solutions?

April 6, 2025
Erik Kangas

HIPAA compliant email solutions include a range of technologies, services, and processes that enable healthcare organizations to communicate electronically while protecting protected health information (PHI) according to HIPAA regulations. The best HIPAA compliant email software solutions include encrypted email platforms, secure messaging systems, email gateways, and managed services that provide the administrative, physical, and technical safeguards required for PHI transmission. Healthcare communication needs vary widely across different organization types and sizes. Small practices require different capabilities than large hospital systems, yet all must meet the same regulatory standards for protecting patient privacy and maintaining secure communications.

Types of Email Security Solutions Available

Gateway solutions filter and encrypt emails automatically as they pass through organizational email infrastructure. These systems work with existing email platforms like Microsoft Exchange or Google Workspace to add HIPAA compliance capabilities without requiring users to change their communication habits. Hosted email platforms provide complete email infrastructure designed specifically for healthcare compliance. These cloud-based solutions handle all technical requirements while offering user interfaces similar to consumer email services, making adoption easier for healthcare staff. Hybrid approaches combine on-premises email servers with cloud-based security services. Organizations maintain control over their email data while leveraging specialized compliance expertise from third-party providers to ensure proper PHI protection.

Deployment Models for Different Healthcare Settings

Small medical practices often benefit from fully managed email solutions that require minimal internal IT support. These turnkey systems include setup, training, and ongoing maintenance while providing fixed monthly costs that help practices budget for compliance expenses. Large healthcare systems typically need enterprise solutions that integrate with existing IT infrastructure and support thousands of users. These deployments require careful planning for user migration, system integration, and staff training across multiple departments and facilities. Multi-location organizations face unique challenges coordinating email security across different sites. The top HIPAA compliant email solutions provide centralized management capabilities while accommodating local operational requirements and varying technical infrastructures.

Choosing Between Cloud and On-Premises Options

Cloud-based email solutions offer rapid deployment and reduced internal IT requirements but require careful evaluation of vendor security practices and data location policies. Healthcare organizations must ensure cloud providers offer appropriate business associate agreements and maintain adequate security controls. On-premises solutions provide direct control over email infrastructure and data storage but require significant internal expertise for implementation and maintenance. Organizations choosing this approach must invest in security training, hardware maintenance, and software updates to maintain HIPAA compliance. Cost considerations extend beyond initial implementation expenses to include ongoing maintenance, security updates, and compliance monitoring activities. Cloud solutions offer predictable monthly expenses while on-premises deployments involve variable costs for hardware replacement and staff training.

Evaluating Vendor Capabilities and Track Records

Security certifications provide objective evidence of vendor compliance capabilities and commitment to protecting healthcare data. Organizations should look for certifications like SOC 2 Type II, HITRUST, or ISO 27001 that demonstrate comprehensive security management practices. Client references from similar healthcare organizations help evaluate how well solutions perform in real-world environments. Vendors should provide case studies and references that demonstrate successful HIPAA compliance implementations and ongoing customer satisfaction. Breach history and incident response capabilities reveal how vendors handle security challenges and protect client data. Healthcare organizations should investigate any past security incidents and evaluate vendor transparency and response procedures.

Implementation Planning and Change Management

User training programs must address both technical aspects of new email systems and HIPAA compliance requirements. Healthcare staff need to understand how to use new tools while maintaining proper PHI handling procedures throughout their daily communications. Data migration strategies ensure that existing email archives and contacts transfer securely to new HIPAA compliant email solutions. Organizations must plan for potential downtime and establish backup communication methods during transition periods. Policy updates help align organizational procedures with new email solution capabilities. Entities should review and revise their HIPAA policies to reflect new technical safeguards and user responsibilities for PHI protection.

Measuring Success and Return on Investment

Compliance metrics help organizations track their success in meeting HIPAA requirements and reducing violation risks. Key indicators include user adoption rates, security incident frequency, and audit finding trends that demonstrate improved PHI protection. Operational efficiency improvements often result from implementing modern HIPAA compliant email solutions. Healthcare organizations may experience reduced IT support requirements, faster communication workflows, and improved care coordination capabilities. Risk reduction benefits include lower potential for HIPAA violations, reduced liability exposure, and improved patient trust in organizational privacy practices. These intangible benefits can be impactful but may be difficult to quantify in traditional financial terms.

Future-Proofing Email Security Investments

Technology evolution requires email solutions that can adapt to changing security threats and regulatory requirements. Healthcare organizations should select vendors with strong research and development capabilities and track records of staying current with emerging threats. Scalability considerations ensure that HIPAA compliant email solutions can grow with healthcare organizations and accommodate changing communication needs. Solutions should support increasing user counts, message volumes, and integration requirements without requiring complete replacement. Regulatory changes may affect email compliance requirements over time.

The Risks of Third-Party Email Integrations for Healthcare Companies

March 10, 2025
Pete Wermter

Today’s healthcare organizations heavily rely on a variety of third-party organizations for a range of services and products. This includes applications (i.e., SaaS solutions), suppliers, partners, and other companies depended upon to serve their patients and customers.

As the healthcare industry evolves, companies will need to increasingly collaborate with external parties, or business associates, which creates several dependencies and risks.

In particular, third-party email platforms are integral to the operations of healthcare companies, and the sensitive nature of protected health information (PHI) contained in email communications raises the stakes exponentially.

This post analyzes the main risks associated with third-party email integrations. From there, we detail the most effective measures for safeguarding your company from the dangers of an insecure integration with an email delivery platform.

What Are The Risks of Third-Party Email Integrations?

Email applications are a pillar of the modern workplace, enabling companies to communicate almost instantly and facilitating greater productivity and efficiency. Email has transformed the speed at which transactions can take place and individuals receive the product or service they’ve purchased.

Consequently, the importance of email communication and the vast amounts of sensitive data it encompasses, makes it a contrast target – or “attack vector” for cybercriminals. Hackers and other malicious actors know that if they can infiltrate an organization’s email system, they have the potential to steal vast amounts of private or proprietary data. Just as alarmingly, they may simply use an insecure email platform as a backdoor into a company’s wider network, assuming greater control over their systems in an effort to maximize their financial gain or inflict maximum damage to an organization.

For healthcare companies with ambitious patient engagement goals, sharing protected health information (PHI) with a reliable third-party email provider is mandatory. Unfortunately, this comes with a litany of risks, which include:

Data Breaches: weak security features in third-party email providers can expose PHI.
Misconfigured Permissions: misconfigurations and a lack of oversight control can result in personnel at third parties having excessive access to PHI.
HIPAA Non-Compliance – if the integration does not support encryption, audit logs and other features mandated by HIPAA, you may drift into non-compliant territory.
Financial Implications: violating HIPAA regulations can result in financial penalties, including fines and compensation to affected parties.
Reputational Damage: companies that fall victim to cyber attacks, especially through negligence, become cautionary tales and case studies for cybersecurity solution vendors. Data exposure that comes from an insecure email platform integration can have disastrous effects on your company’s reputation.

Therefore, mitigating the risks of integrating a third-party email platform into your IT infrastructure, platforms and systems is crucial. This includes customer data platforms (CDP), electronic health record systems (EHR) and revenue cycle management platforms (RCM). Let’s move on to specific strategies on how to do so and, subsequently, better safeguard your organization’s PHI.

How To Mitigate Email Integration Risk

Now that you have a better understanding of the potential risks that come with integrating an insecure third-party email solution into your IT ecosystem, let’s look at risk prevention. Fortunately, several strategies will significantly lower the risk of malicious actors getting their hands on the sensitive patient data under your care. Let’s take a look:

Verify A Third-Party Vendor’s Security Practices

Before sharing PHI with a vendor, ensure they have a strong cybersecurity posture. This makes sure they have measures such as encryption, access control (or identity access management (IAM), and continuous monitoring solutions in place, in addition to conducting regular risk assessments.

Similarly, it’s crucial to research an email provider’s reputation, including how long they’ve been in operation, the companies they count among their clients, and their overall standing within the industry.

Business Associate Agreements (BAAs)

A business associate agreement (BAA) is a legal document that’s required for HIPAA compliance, when sharing PHI with third-party vendors, such as email services. It ensures that both you and the vendor formally agree to comply with HIPAA regulations and your respective responsibilities in protecting patient data.

Without a BAA, the above point about verifying a vendor’s security practices is moot. If they’re not willing to sign a BAA, their security stance is irrelevant, as your organization would have violated HIPAA regulations by not signing a BAA. More to the point, a HIPAA compliant email vendor will be eager to highlight their willingness to sign a BAA, as it advertises their ability to safeguard PHI and aid companies in achieving compliance.

Encrypting PHI

Encryption needs to be a major consideration when it comes to integrating a third-party email services provider. Adequate encryption measures ensure that sensitive data is protected even in the event of its exfiltration or interception. Sure, the hackers now have hold of the PHI, but with proper encryption policies and controls, it will be unreadable, preserving the privacy of the individuals affected by the data leak.

With this in mind, encryption measures that mitigate third-party email integrations include automated encryption, which ensures PHI is always encrypted without the need for manual configuration, and flexible encryption, which matches the encryption level with the security standards of your recipients.

Threat Intelligence

Unfortunately, cybersecurity never stands still. With the ever-evolving nature of cyber threats, healthcare organizations must keep up with the latest dangers to patient data. This means creating a process for discovering, and acting upon, the latest threat intelligence.

This could entail signing up for a threat intelligence service, or retaining the periodic services of an external threat intelligence expert.

Developing An Incident Response Plan For Vendor-Related Breaches

The alarming reality of securing PHI is that, even with robust safeguards in place, such as continuous monitoring, a process for acquiring the latest threat intelligence, and generally following the advice outlined in this post, data breaches are still a stark reality. Cyber criminals will always target healthcare organizations, due to the value and sensitivity of their data and systems. Worse, even as security measures grow more effective, the tools that malicious actors have at their disposal become more sophisticated. It’s an arms race, and one that’s only been exacerbated by the introduction of AI, with both security professionals and cyber criminals honing their use of it for their respective purposes.

Taking all this into consideration, having a comprehensive incident response plan in place ensures your organization responds quickly and effectively to cyber threats, or even suspicious activity. Your incident response plan should:

Detail what employees should do if they suspect malicious activity.
Outline steps for investigation and containment.
When and how to notify affected parties.
Processes for disaster recovery and retaining operational continuity.

While it’s vital to develop a general incident response plan, having a specific set of protocols for security breaches caused by third-party vendors is especially prudent.

Choose a HIPAA-Compliant Email Provider

An efficient and convenient way of mitigating the risks of third-party email integrations is to deploy a HIPAA compliant email delivery platform for communicating with patients and customers.

Being well-versed with the safety requirements of healthcare organizations, HIPAA compliant email software features all the security required to safeguard PHI. In deploying a HIPAA compliant email provider, you also implement several of the strategies outlined above, such as encryption and signing a BAA (as a HIPAA compliant will offer a BAA). Accounting for this, taking the time to select the right HIPAA compliant email provider for your organization’s needs and goals should be a key part of your overall cyber threat defense strategy.

Train Staff on Secure Email Communication Practices

Your staff is a considerable part of securing third-party email communications, so they must know the best practices for email security and safeguarding PHI. Comprehensive cyber threat awareness training ensures your personnel understand the risks of HIPAA non-compliance and follow the procedures you’ve set in place. Furthermore, the more responsibility an employee has in regards to PHI, the more comprehensive and regular their training needs to be.

Additionally, training, or “drilling”, if you will, on their roles in the incident response process increases its efficacy considerably and optimizes your response to attempts at unauthorized access to data.

How LuxSci Mitigates the Risks of Third-Party Integrations

At LuxSci, we specialize in providing secure, HIPAA compliant solutions that enable healthcare organizations to execute effective email communications and marketing campaigns.

With more than 20 years of experience, and helping close to 2000 healthcare organizations with HIPAA compliant email services, LuxSci has developed powerful, proven tools that sidestep the vulnerabilities often associated with third-party email integration. To learn more about how LuxSci can help your organization address the risks of third-party email integration, contact us today.

What Cloud is HIPAA Compliant?

December 13, 2024
Erik Kangas

No cloud platform is inherently HIPAA compliant without proper configuration and implementation. Major cloud providers including AWS, Microsoft Azure, Google Cloud, and Oracle Cloud can support HIPAA compliance when properly configured and covered by a Business Associate Agreement (BAA). Healthcare organizations must implement appropriate security controls, access restrictions, and monitoring regardless of which cloud they select. The HIPAA compliance of any cloud environment depends on both provider capabilities and how organizations configure their cloud resources.

Cloud Vendor Healthcare Capabilities

Leading cloud platforms offer services that support healthcare applications when properly implemented. Amazon Web Services (AWS) provides numerous HIPAA eligible services with appropriate security features and BAA coverage. Microsoft Azure includes healthcare-focused compliance frameworks and security implementations that align with HIPAA requirements. Google Cloud Platform lists HIPAA eligible services in their compliance documentation with clear guidance for healthcare implementations. Oracle Cloud offers capabilities for healthcare organizations building compliant environments. These providers maintain physical security for their data centers while providing tools for customers to implement logical security controls.

BAA Coverage and Responsibilities

Healthcare organizations must obtain a Business Associate Agreement from their cloud provider before storing protected health information in the cloud. These agreements establish the cloud provider as a business associate under HIPAA regulations. Each major provider offers standardized BAAs covering their services, though coverage varies between providers. Not all services from a provider fall under BAA coverage – organizations must verify which services qualify. The BAA establishes shared responsibility for securing protected healthcare information (PHI), with the cloud provider handling physical security and infrastructure while healthcare organizations remain responsible for application security and access management.

Implementing Cloud Security Measures

Creating a HIPAA compliant cloud environment requires several security implementations. Encryption for data at rest and in transit protects information from unauthorized access. Identity and access management controls restrict system access to authorized personnel. Network security measures include virtual private networks, firewall rules, and segmentation to isolate healthcare data. Logging and monitoring systems track user activities and system events. Backup and disaster recovery processes maintain data availability. Organizations must document these security implementations during audits or assessments to be considered fully HIPAA compliant.

Service Model Compliance Divisions

Different cloud service models affect how compliance responsibilities are divided between providers and healthcare organizations. Infrastructure as a Service (IaaS) gives organizations more control but also more responsibility for security implementation. Platform as a Service (PaaS) provides pre-configured environments with some security features built in. Software as a Service (SaaS) includes more provider-managed security but less customization. Healthcare organizations must understand where their responsibilities begin and end in each model. Documentation should clearly establish which security controls fall to the provider versus the healthcare organization based on the selected service model.

Healthcare-Optimized Cloud Solutions

Some providers offer specialized cloud environments designed for healthcare workloads. These environments include pre-configured compliance controls aligned with HIPAA requirements. Examples include AWS Healthcare, Microsoft Cloud for Healthcare, Oracle Cloud Infrastructure for Healthcare, and Google Cloud Healthcare API. These offerings often include healthcare-focused data models, integration capabilities, and security frameworks. While these environments simplify compliance efforts, organizations still must implement appropriate configurations and policies. The specialized nature of these offerings can provide advantages for healthcare-focused workflows and data handling requirements.

Maintaining Cloud Compliance

HIPAA compliance in cloud environments requires continuous management rather than one-time implementation. Organizations need processes for regular security assessments of their cloud configurations. Cloud security posture management tools help identify potential compliance gaps. Staff require training on cloud security practices and HIPAA requirements. Change management procedures should evaluate compliance impacts before implementing cloud configuration changes. Documentation must remain current as cloud environments evolve. These ongoing management practices help maintain HIPAA compliance throughout the lifecycle of cloud-based healthcare applications.