What Are the Implications of the Proposed Changes to the HIPAA Security Rule?

HIPAA Compliant Email, Industry News
Pete Wermter
March 14, 2025

With the recent announcement of proposed changes to the HIPAA Security Rule, by the Office for Civil Rights (OCR), healthcare providers, payers, suppliers, and organizations of all sizes will have to tighten up their cybersecurity practices. In some cases, considerably.

However, with the announcement being so recent (and there not even yet being a clear timeline for when companies will have to implement the changes), it’s all too easy for organizations to view the proposed amendments as a challenge that’s far off in the future.

However, even at this early stage, the proposed changes to the Security Rule require careful consideration and important conversations. Soon, healthcare companies will have to implement or improve a series of cybersecurity controls designed to better safeguard electronic protected health information (ePHI).

In light of this, in this post, we’ll discuss some of the most important practical considerations that healthcare organizations will have to contend with to maintain HIPAA compliance when the proposed changes to the Security Rule go through.

What are the Key Proposed Changes to the HIPAA Security Rule?

First, a refresher on what the proposed changes to the Security Rule are:

More Comprehensive Risk Management: healthcare organizations must conduct more frequent risk assessments to identify, categorize, and mitigate threats to sensitive patient data.
Stricter Documentation and Evidence Retention Policies: similarly, stronger documentation and record-keeping practices to ensure organizations can demonstrate compliance with security requirements.

This includes:

Maintaining detailed records of how they assess threats and implement safeguard security controls (e.g., encryption policies, access controls, etc).
Retaining detailed audit logs of system access, data modifications, and security events, as well as reports from security solutions, such as firewalls and intrusion detection systems all must be securely stored, retained for a defined period, and made available for audits and compliance reviews.
By the same token, the proposed updates to the Security Rule may extend how long healthcare organizations must retain logs and other security documentation, allowing auditors to review historical compliance efforts in the event of an investigation.

Mandatory Encryption for All ePHI Transmission: healthcare companies will require end-to-end encryption for emails, messages, and data transfers involving ePHI. Like today, this means that patient data must be encrypted in transit, i.e., from one place to another (when collected in a secure form, sent in an email, etc.), and in storage, i.e., where it will reside.
Stronger User Authentication and Identity Verification Requirements: healthcare providers must implement stronger identity access management IAM safeguards, such as Multi-Factor Authentication (MFA), for employees with access to patient data.
Tighter Third-Party Security Controls: stricter security controls for business associates who have access to the healthcare company’s ePHI. One of the proposed changes to the HIPAA Security Rule is that vendor security audits will be mandatory instead of optional.
Updated Incident Response (IR) and Data Breach Reporting Rules: mandating stricter breach notification timelines for healthcare entities and their business associates, with them being obligated to inform parties affected by a security breach as soon as possible.

What Are The Practical Implications for Healthcare Companies?

So, what will healthcare companies have to do to comply with HIPAA regulations when the proposed changes to the Security Rule go through? Let’s look at the main practical considerations.

Cybersecurity Solution Deployment and Infrastructure Upgrades

Many healthcare companies will have to install (and subsequently, maintain) new IT infrastructure and deploy new cybersecurity tools to strengthen their authentication safeguards (e.g., MFA, Zero Trust, etc.) to meet new HIPAA’s heightened cybersecurity standards.

Expanded Vendor and Third-Party Management

As well as having to deploy new cybersecurity solutions, such as HIPAA compliant email services and continuous monitoring tools, healthcare organizations will have to be more diligent in their oversight of their third-party vendors.

Stricter Auditing and Documentation Requirements

In having to provide more details of their risk management practices and maintain real-time logs, healthcare organizations will have to develop processes, policies, and supporting documentation.

Staff Training

Healthcare companies will have to train their staff on the updates of the Security Rule, their implications, how to use the new applications and hardware deployed to harden their security posture, etc.

Increased Management and Administrative Burden

Dealing with proposed changes to the Security Rule is going to require all hands on deck.

Managers and stakeholders are going to make several important strategic decisions; procurement and product managers are going to have to research and purchase new solutions; IT will have to deploy the solutions; and everyone will need to learn how to use them.

With all this in mind, more will be required from everyone within your organization. Employees will be taken away from their work, which could affect the quality of the service provided to patients and customers.

That’s why it’s crucial to be prepared…

How Can You Prepare For the Proposed Changes to the Security Rule?

Conduct risk assessments: pinpoint vulnerabilities within your IT network and the ePHI contained therein. You should conduct risk assessments annually at the very least – or you upgrade your IT infrastructure. In light of the proposed amendments to the Security Rule, conducting a risk assessment to identify the security gaps in your network against the proposed rule changes is essential.
Evaluate your existing email and communication platforms: to accommodate the upcoming changes to the Security Rule, many healthcare companies will need to upgrade to HIPAA compliant email communication solutions, as well as encrypted databases for securely storing ePHI at rest. Deploying an email services solution designed for the healthcare industry from a HIPAA compliant email provider like LuxSci, best ensures compliance with encryption and the other new requirements of the Security Rule.
Improve your organization’s incident response planning and documentation processes: develop all the required documentation to track the movement of patient data, and refine your processes for handling security events. This also encompasses training your staff on your new security policies and procedures.
Improve your organization’s cybersecurity posture: by implementing end-to-end encryption, network segmentation, zero-trust security infrastructure, data loss protection (DLP) protocols, and other measures that will better protect patient data.
Perform vendor due diligence: ensure your third-party service providers meet HIPAA compliance standards and that you have a Business Associate Agreement (BAA) in place with each vendor that can access your ePHI.

How Luxsci Can Help You Navigate the Proposed Changes to the HIPAA Security Rule

With more than 20 years of experience in delivering best-in-class secure HIPAA compliant marketing solutions for the healthcare industry, LuxSci is a trusted partner for healthcare organizations looking to secure their email and digital communications in line with regulatory standards and the industry’s highest security standards.

LuxSci’s suite of HIPAA-compliant solutions includes:

Secure Email: HIPAA compliant email solutions executing highly scalable email campaigns that include PHI – send millions of emails per month.
Secure Forms: Securely and efficiently collect and store ePHI without compromising security or compliance – for onboarding new patients and customers and gathering intelligence for personalization.
Secure Marketing – proactively reach your patients and customers with HIPAA compliant email marketing campaigns for increased engagement, lead generation and sales.
Secure Text Messaging – enable access to ePHI and other sensitive information directly to mobile devices via regular SMS text messages.

Interested in discovering more about LuxSci can help you get a head start on upgrading your cybersecurity stance to ensure future HIPAA compliance? Contact us today!

Pete Wermter

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

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Rethinking HIPAA Compliant Email – Not Just a Checkbox

January 20, 2026
Pete Wermter

The compliance-only mentality is outdated.

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

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

What Makes Email Truly HIPAA Compliant?

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

Use encryption at all times

Be access-controlled

Include audit logs

Be stored and transmitted in a secure manner

Provide a Business Associate Agreement

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

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

The Real Opportunity – Secure, Personalized Email with PHI

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

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

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

Real Business Results from Secure Email

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

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

The Healthcare Marketer’s Secret Weapon: Using PHI Responsibly

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

Meeting the Personalization Demands of Today’s Patients and Customers

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

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

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

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

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

Why LuxSci? The Infrastructure Behind the Performance

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

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

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

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

FAQs

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

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

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

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

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

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!

What is Marketing Management in the Medical Field?

November 18, 2024
Erik Kangas

Marketing management in the medical field involves planning, implementing, and measuring promotional strategies that attract patients while maintaining healthcare regulatory compliance. Medical marketing managers oversee patient outreach campaigns, service promotion, physician relationship development, and digital presence management. They balance business growth objectives with healthcare ethics and industry regulations to build practice reputation and patient relationships.

Strategic Planning for Healthcare Organizations

Medical marketing management begins with developing plans that align with organizational goals. Marketing managers analyze market opportunities by studying local demographics, competition, and healthcare needs. They identify target patient populations based on practice specialties and growth objectives. Service line evaluations determine which medical offerings need promotional support. Resource allocation decisions balance marketing investments across digital platforms, community outreach, and traditional advertising. These plans generally span 12-18 months with quarterly review points to assess progress and make adjustments based on performance data.

Patient Acquisition Campaign Development

Marketing managers design and implement campaigns to attract new patients to medical practices and facilities. They create messaging that communicates practice specialties and physician expertise. Channel selection decisions determine where promotional content appears based on target audience media habits. Campaign development includes creating content, designing materials, and establishing measurement frameworks. Budget management ensures marketing resources deliver maximum patient acquisition results. Marketing managers coordinate with clinical teams to ensure promotional messages accurately represent medical services while meeting patient needs and expectations.

Digital Presence and Reputation Management

Medical marketing management includes overseeing healthcare organizations’ digital footprint across websites, social media, and review platforms. Website optimization ensures patients can find information about services, providers, and locations. Content development provides educational resources that build patient trust and demonstrate expertise. Online review monitoring tracks patient feedback while guiding appropriate responses. Social media management creates engagement with communities while adhering to patient privacy requirements. These digital efforts make practices more visible to potential patients while building credibility through consistent, professional online presence.

Referral Network Development

Medical marketing management build relationships with referring physicians and healthcare partners. They create materials outlining practice specialties and treatment approaches for physician audiences. Educational events connect specialists with primary care providers who might refer patients. Communication systems ensure referring physicians receive appropriate updates about their patients’ care. Data tracking measures referral patterns and identifies opportunities for relationship improvement. These referral development activities create sustainable patient flow while fostering professional connections that benefit patient care coordination.

Regulatory Compliance Oversight

Healthcare marketing requires strict adherence to regulations governing promotional activities. Marketing managers ensure materials comply with HIPAA privacy requirements when using patient information. FDA guidelines influence how treatments and medical devices can be promoted. State regulations may add requirements for certain specialties or services. Review processes include legal and compliance team approval before materials reach the public. Marketing managers stay current on regulatory changes through continuing education and industry associations. This compliance focus protects both patients and healthcare organizations from inappropriate marketing practices.

Performance Analysis and Optimization

Medical marketing managers implement measurement systems to evaluate campaign effectiveness. They track metrics like new patient acquisition costs, appointment conversion rates, and service line growth. Digital analytics measure website traffic, content engagement, and online appointment requests. Patient satisfaction surveys gather feedback about how people found the practice and their experience. ROI calculations demonstrate marketing’s contribution to organizational financial health. These analyses guide ongoing optimization of marketing strategies and tactical adjustments to improve results. Regular reporting to leadership maintains accountability while demonstrating marketing’s value to the organization.

How Automated Workflows Boost Engagement for Healthcare Marketing Campaigns

August 13, 2025
Pete Wermter

Due to the fact that it’s simple, instantaneous, cost-effective, and nearly universally adopted, email is an essential part of all healthcare marketing engagement strategies. However, consistent, personalized email engagement – particularly at scale – can be challenging.

Fortunately, Automated Workflows offer a solution, allowing healthcare companies to deliver the right messages to the appropriate individuals at the right time, based on their individual engagement with emails..

In this post, we’ll explore the concept of Automated Workflows, the considerable benefits they offer healthcare companies, and the variety of ways they can be used to increase engagement and result in greater satisfaction and better healthcare outcomes for your patients and customers.

What Are Automated Workflows?

An Automated Workflow is a sequence of actions, known as’ Steps’ in LuxSci Secure Marketing, that a Contact (i.e., a patient or customer) moves through over time, based on a series of pre-defined rules or triggers.

Each Step is programmed to automatically perform a specific function, such as sending an email or updating a Contact, when certain conditions are in place. These conditions could include:

A Contact opening a message.
A Contact clicking through on a link.
A specified amount of time having elapsed..
A data update via an API call

By evaluating conditions to initiate the appropriate Step, Automated Workflows facilitate more timely, consistent, and personalized communication with Contacts (patients and customers ). As a result, healthcare companies can effectively harness Automated Workflows to develop dynamic, personalized email engagement journeys that adapt according to your patients and customers’ needs and prior interactions.

What Are the Benefits of Automated Workflows?

Let’s look at the various advantages that Luxsci Automated Workflows offer.

Reduced Administrative Workload

Arguably, the most significant benefit of Automated Workflows is the extent to which they lower the administrative burden of email engagement campaigns for healthcare organizations.

First and foremost, Automated Workflows eliminate the need for an employee to manually send your Contacts messages. As well as the manual effort, it removes a great deal of thought from the process – as someone isn’t required to remember to send an email.

By the same token, this reduces the scope for human error, preventing the possibility of an employee neglecting to send an important message, sending it to the wrong person, or worse, accidentally exposing patient data, i.e., electronic protected health information (ePHI).

The effort that Automated Workflows reduce is typically repetitive work that staff are glad to be free of, giving them additional time to focus on tasks that provide greater value and better contribute to better patient care and/or the customer experience.

Enhanced Scalability

The time saved by employing Automated Workflows increases with the size of your Contact List and the scale of your engagement campaigns. In fact, enterprise-scale campaigns, with volumes of hundreds of thousands to millions of emails, are only feasible through the use of automation.

Similarly, Automated Workflows enable healthcare organizations to run differing, personalized email campaigns aimed at unique patient or customer segments. As well as automatically sending each message at the appropriate time, they provide tracking capabilities to determine the outcome of each message.

Increased Consistency in Communication

Because Automated Workflows remediate the risk of emails going unsent, they facilitate more timely and consistent communications with patients and customers. This makes healthcare providers, payers, and suppliers appear more reliable and consistent, building trust and greater levels of satisfaction from Contacts. More importantly, recipients are better able to track what’s happening with their healthcare and assume a more proactive role overall healthcare journey..

Finally, creating an Automated Workflow requires healthcare organizations to carefully consider how they communicate with different Contact segments. Namely, the likely journey, or communication path, different types of Contacts take, i.e., information they need to know at a particular stage in their healthcare journey, the optimal order in which information needs to be presented, etc. This allows healthcare companies to become more in-tune with their patients’ and customers’ needs, enabling them to craft more valuable email communications that boost engagement.

Personalized Healthcare Engagement

Perhaps the most significant benefit of Automated Workflows is that they enable adaptive, personalized engagement for healthcare marketing and communications campiagns. Instead of manually tracking where each Contact is in a given engagement sequence, or worse, merely having to guess, you know precisely where they are. Consequently, you’re acutely aware of their needs and the exact nature of the emails you need to send them next.

This, in turn, enables more effective Contact nurturing, i.e, strengthening your organization’s connection with each individual. When at its most effective, this may allow you to anticipate your Contacts’ needs, enabling you to send them communications, such screening or testing recommendations, educational materials, or product and service suggestions, that support their healthcare journey and enhance their quality of care.

Automated Workflow Use Cases

Automated Workflows are a powerful tool for increasing healthcare marketing and communications engagement because they can be applied to a wide range of use cases. Let’s take a look at some of the most common and impactful ways email automation can be used by healthcare companies.

New Product Announcements: keeping patients and customers in the loop on your company’s latest offerings, as well as improvements to existing products and services that are likely to be of interest, based on their data and past actions.
Personalized recommendations: suggesting products or services based on the recipient’s past purchases or engagement history.
Re-Engagement Campaigns: Automated Workflows can also be used to reconnect with Contacts with whom engagement has waned or was never completely established, sending them personalized messages to encourage specific actions or reignite interest.
New Member Onboarding: welcoming new patients or customers with a structured series of emails that introduces your services, provides technical assistance (where applicable), details subsequent steps, and explains how to get the most value from your products or services.
Appointment Reminers and Follow-Ups: sending reminders, care instructions, medication adherence advice, or details on how to book subsequent appointments, for instance, after a patient visit.
Patient Education Campaigns: taking patients through a structured curriculum on managing their medical condition or required lifestyle changes to improve their health..
Preventative Care Communications: proactively sending reminders for screenings, check-ups, vaccinations, etc., based on PHI such as a patient’s age, gender, health condition or lifestyle risk factors.

Milestone Communications: sending personalized messages to acknowledge birthdays, enrollment anniversaries, and other pertinent dates. These can also be combined with preventative care communications, to send recommendations or other advice, based on the contact’s age, for instance.
Feedback Collection: acquiring patient and customer feedback by sending follow-up surveys a set amount of time after a visit, procedure, purchase, etc.

How Automated Workflows Work in LuxSci Secure Marketing

To round off this post, let’s take a deeper look at how Automated Workflows work within LuxSci’s Secure Marketing solution. LuxSci’s Automated Workflows enhance your organization’s HIPAA compliant healthcare marketing and email campaigns by giving you complete control of:

When each email is sent
Which Contacts receive particular communications according to their behavior, needs, and other PHI-based attributes
Which engagement path or branch a Contact takes based on their email actions

Here’s a look at LuxSci’s Automated Workflows key capabilities in greater detail.

Smart Event-Based Branching and Conditions

You can branch Workflows to trigger targeted messaging based on a Contact’s attributes or certain engagement events, resulting in more relevant and effective healthcare journeys with more desirable outcomes.

User actions:
- Mailing list sign-ups
- Form completion
- Downloading a resource.
Time-based triggers:
- A set period after a visit or procedure
- A defined period of inactivity or lack of contact
- Milestones, e.g., birthdays, anniversaries.
Behavioral triggers:
- Email opens
- Clicking on links
- Visiting particular pages on a site or
- A lack of engagement with previous emails.
Transactional triggers:
- Purchasing a product or service
- Signing up for an event
- Order confirmations or shipping updates after a purchase.
API-triggered events
- Lab results or similar correspondence becoming available
- Changes to data in EHR systems, CDP platforms, or CRM systems..

Automated Segment Management

Automated Workflows can be used to dynamically add Contacts to segments based on demographics, past behavior, purchase history, and similar events. This enables more precise targeting and email personalization as they progress through specific Steps in each Workflow.

Navigation Across Steps

Automated Workflows are also capable of navigating Contacts across different Steps or completely different Workflows depending on engagement outcomes and updates to a Contact’s PHI. Better still, if a Step has already been visited, LuxSci Secure Marketing automatically prevents repetition and infinite loops.

Automate Your Healthcare Marketing and Engagement Efforts

LuxSci Secure Marketing is a HIPAA compliant healthcare marketing solution especially designed for the stringent security and regulatory requirements of the healthcare industry. Our solution enables healthcare organizations to confidently communicate with patients and customers at scale without risking compliance violations, driving increased engagement and boosting the ROI of their marketing campaigns in the process.

The latest version of LuxSci’s Secure Marketing solution with Automated Workflow functionality streamlines your company’s outreach efforts, saving considerable time, reducing human effort, and facilitating intelligent Contact management.

What’s more, LuxSci’s reporting capabilities empower you to carefully track the results of your healthcare engagement campaigns, gaining insights at every step, including:

Which Contacts received particular messages
Who engaged with email communication, and how
Precise points where drop-offs in engagement occur
The engagement achieved with each Step in the Workflow

To learn more about LuxSci’s Secure Marketing solution and how Automated Workflows boost engagement for your healthcare marketing and communications campaigns, contact us today.

What Is HIPAA Compliant Marketing for Healthcare?

April 4, 2025
Erik Kangas

HIPAA compliant marketing for healthcare refers to promotional communications that follow HIPAA Privacy Rule requirements when using or disclosing protected health information (PHI). Healthcare organizations can conduct marketing activities while protecting patient privacy by obtaining proper authorizations, implementing security measures, and ensuring all marketing communications meet regulatory standards for PHI protection. Healthcare marketing has changed dramatically with digital communication channels, yet patient privacy remains paramount. Organizations must balance effective marketing strategies with strict compliance requirements to avoid violations that can result in hefty penalties and damaged reputations.

Understanding Marketing Under HIPAA Regulations

HIPAA defines marketing as communications that encourage recipients to purchase or use products or services, with certain exceptions for treatment communications and health care operations. The regulation distinguishes between communications that require patient authorization and those that fall under permitted uses without authorization. Face-to-face marketing communications between healthcare providers and patients do not require written authorization under HIPAA rules. Similarly, promotional gifts of nominal value given during these encounters are permitted without further consent. Most other marketing activities involving PHI require explicit patient authorization before implementation.

Healthcare organizations must understand when their communications cross from permissible patient care activities into regulated marketing territory. Educational materials about treatment options generally qualify as health care operations, while promotional emails about cosmetic procedures usually require marketing authorizations.

Authorization Requirements for Healthcare Marketing

Written authorization forms the foundation of HIPAA compliant marketing for healthcare organizations. Patients must provide explicit consent before their PHI can be used for marketing purposes, and these authorizations must meet specific regulatory requirements to remain valid. Authorization forms must clearly describe what PHI will be used or disclosed, the purpose of the marketing activity, and who will receive the information. The form must also explain that patients can revoke authorization at any time and that refusal to authorize marketing communications will not affect their treatment.

Healthcare organizations receiving financial remuneration for marketing activities face stricter authorization requirements. When third parties pay for marketing communications, authorization forms must disclose these financial relationships and explain how patient information will be shared with outside entities.

Permitted Marketing Activities Without Authorization

Certain healthcare communications that might appear to be marketing can proceed without patient authorization under HIPAA. These include communications about the covered entity’s own health-related products or services, or communications for treatment, case management, care coordination, or preventive health programs. For example, hospitals may send newsletters about their own diabetes management programs or wellness initiatives without obtaining individual authorization. However, if the communication involves financial payment from a third party to promote their products or services, patient authorization is required.

Case management and care coordination communications also receive authorization exemptions when they promote health or wellness activities. Healthcare organizations can recommend disease management programs, wellness initiatives, or preventive care services without obtaining separate marketing authorizations.

Technology Solutions for Compliant Email Marketing

Email marketing platforms designed for healthcare must incorporate security features that protect PHI during transmission and storage. These systems encrypt communications, maintain audit logs, and provide controls that help organizations manage patient authorizations and preferences. Segmentation capabilities allow healthcare marketers to target specific patient populations while maintaining privacy protections. Organizations can send diabetes education materials to patients with relevant diagnoses without exposing individual health conditions to unauthorized recipients.

Automated opt-out mechanisms help healthcare organizations respect patient preferences and maintain compliance with both HIPAA and CAN-SPAM requirements. These systems track authorization status and automatically exclude patients who revoke consent from future marketing communications.

Managing Patient Data in Marketing Campaigns

HIPAA compliant marketing for healthcare requires careful handling of patient data throughout campaign development and execution. Organizations must implement policies that limit PHI access to authorized personnel and document all data usage for compliance auditing.Marketing teams need training on HIPAA requirements and access controls that prevent unauthorized PHI disclosure. Role-based permissions ensure that only personnel with legitimate business needs can access patient information for marketing purposes.

Data retention policies must align with HIPAA requirements and organizational needs. Healthcare marketers should establish schedules for deleting PHI when it is no longer needed for marketing activities and maintain documentation of data destruction for compliance records.

Compliance Auditing and Risk Management

Regular compliance audits help healthcare organizations identify potential vulnerabilities in their marketing practices and address issues before they result in violations. These assessments should review authorization procedures, data handling practices, and technology security measures. Risk assessment processes must evaluate both internal marketing activities and third-party vendor relationships. Business associate agreements become necessary when outside marketing companies access PHI, and these contracts must include appropriate safeguards and liability provisions.

Documentation requirements include maintaining records diligently to demonstrate commitment to HIPAA compliant marketing for healthcare activities and their ability to respond appropriately to potential breaches or violations.

What Are the 4 Ps of Healthcare Marketing

October 4, 2024
Erik Kangas

Successful healthcare marketing combines four key elements – Product, Price, Place, and Promotion – to effectively reach patients, customers and healthcare partners. These marketing principles guide product and service development, pricing, delivery methods, campaign strategies and promotional activities. Marketing teams should apply these concepts, while meeting healthcare regulations and patient privacy standards.

Product Development in Healthcare

Medical services, products and treatments are core offerings in healthcare marketing. Organizations develop product and service lines based on community health needs and market opportunities. Product planning includes new medical technologies, treatment protocols, and patient care programs. Marketing teams should work with clinical departments to define features and benefits. Patient needs and competitor offerings must be researched to identify product and service gaps in your own offerings. Product development also should consider insurance coverage requirements and reimbursement rates. Teams should then create product and service descriptions and marketing content and materials that accurately represent your capabilities and benefits.

Healthcare Pricing Strategies

Price planning in healthcare marketing balances product and service costs, market rates, and patient accessibility. Organizations should analyze insurance reimbursement levels, operating expenses, and competitive pricing. Marketing teams should also develop pricing communications that help patients understand their financial responsibilities, working with billing departments to create clear cost explanations and payment options. Effective pricing strategies include considerations for different insurance plans and self-pay patients. Teams must regularly monitor market pricing trends and adjust rates based on product and service costs and competition.

Healthcare Service Delivery and Access Points

Healthcare organizations should plan new products, services and delivery methods to maximize patient access. Marketing teams analyze geographic coverage, facility capabilities, and effective communications practices to ensure they are connecting with patients at the right time, over the right channel. They promote various access points including medical offices, outpatient centers, and telehealth options. Location planning considers population density, competition, and healthcare demand patterns. Evaluations including facility requirements for different services and patient volumes are necessary here. Marketing materials and content should display convenient access points and service availability, and/or easy access to new products. Organizations should track utilization rates across different channels and locations to optimize engagement and deliver the best outcomes.

Marketing Communications and Promotion

Healthcare marketing teams develop promotional strategies to reach patients and customers, as well as healthcare providers, payers and suppliers. They should create educational content about medical services and treatment benefits, new products, preventative care, as well as promotional plans that include advertising schedules, content distribution, and community outreach communications. The teams select marketing channels based on target audience preferences and message requirements, such as email or social media platforms. A main team goal should be to maintain consistent branding across all marketing materials and platforms, and to follow healthcare advertising guidelines and regulatory requirements for all communications, especially HIPAA. Organizations can measure campaign effectiveness through patient response rates, conversions, service utilization and new product sales.

Integration of Marketing Elements

Marketing plans should combine all four elements to create effective healthcare programs. Teams should ensure that product offerings are aligned with pricing strategies, patient needs and channel preferences. From there, promotional messages and campaigns should be developed to accurately represent services and products. Marketing activities should be coordinated between different departments to ensure consistent experiences, branding and outcomes. Organizations can track how changes in one area affect other marketing elements. Teams should adjust their marketing and channel mix based on performance data and market changes. Integration planning helps maintain efficient marketing operations and resource use.

Measurement and Performance Review

Healthcare organizations should establish metrics to evaluate their marketing program results at all times. Performance is tracked across all four marketing elements through regular reporting, in addition to analysis of patient volume, engagement, revenue generation, and satisfaction scores. Marketing departments should measure return on investment for different activities and campaigns to determine what programs and working and those that need to be updated or stopped. Performance reviews help teams identify successful strategies and improvement areas. Organizations should use this data to refine their marketing approaches and resource allocation as conditions change. Regular assessments ensure marketing programs meet organizational goals, as well as patient and customer needs.