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Email Marketing Best Practices for Healthcare

Email marketing can be a powerful tool for healthcare organizations, but it requires careful planning and execution because of HIPAA compliance requirements. In this blog post, we will discuss email marketing best practices to help healthcare marketers achieve their goals. 

woman viewing email program

1. Define Your Campaign Goals

The success of any email marketing campaign depends on the goals you want to achieve. However, because healthcare organizations are often not selling products to their patients, marketers can be confused about how to set measurable goals for their campaigns that aren’t tied to revenue generation.

Healthcare marketers want to use email marketing campaigns for various purposes, including patient engagement, education, and retention. Some possible objectives of your campaigns could be:

  • New patient acquisition
  • Re-engaging lapsed patients
  • Spreading awareness about vaccines, treatments, or medical conditions
  • Increasing treatment or medication adherence
  • Collecting survey responses or patient-reported outcomes

All of these campaign objectives will correlate with different metrics. Identifying the campaign goal and the corresponding metrics you need to track is critical before selecting the audience and crafting the content.

2. Select Your Audience

Gone are the days of sending giant email blasts to your entire contact list. The best email marketers are creating highly targeted campaigns for specific audiences. Healthcare marketers using patient data in their audience targeting efforts are at an advantage. They can use patient information to create distinct audience segments. Targeting a patient population with common attributes makes it easier to craft a relevant message to drive clear results. For example, marketers can create more relevant campaigns when they can divide their patient population into subgroups based on shared characteristics like diagnoses, risk factors, and demographic data.

3. Personalize Your Content

Once you have clearly defined your goal and your audience, it’s essential to use personalization techniques to craft relevant messaging. Healthcare consumers expect more personalization from their providers and want to receive messages that tie into their past experiences. Generic, irrelevant messaging is more likely to annoy patients than get them to act. Healthcare marketers are lucky to have a wealth of data points to use in their messaging, but they must be aware of patient privacy and take steps to secure their messaging. When you have taken the appropriate steps to secure patient data, including protected health information in email messages is possible. This improves the patient experience and makes it easier for healthcare marketers to achieve their objectives.

4. Use A Clear Call-to-Action

Your emails should include a clear call-to-action (CTA) that encourages your audience to take the desired action. These actions may include scheduling an appointment, downloading a resource, logging into a patient portal, filling out a survey, or contacting your organization. Ensure that your CTA is prominent, stands out from the rest of your content, and ties back to the goal of your campaign. Most importantly, implement appropriate tracking technologies so you can see how many email recipients followed through on the CTA.

Don’t include too many calls to action in one message! Including multiple prompts may confuse the recipient and make it more difficult for your team to understand how the campaign performed.

5. Review Your Data

Finally, it’s essential to monitor your email metrics to evaluate the success of your campaigns. Some key metrics may include open rates, click-through rates, surveys completed, successful logins, appointments scheduled, and other relevant metrics that tie back to your goals. Use this data to refine your email marketing strategy, trigger follow-up campaigns and marketing activity, and optimize future campaigns. Use APIs or webhooks to ensure your email campaign statistics are tied into marketing dashboards to get a holistic view of how your campaigns are performing.

6. Choose an Email Marketing Platform Designed for Healthcare

Finally, to use the tactics recommended above, it’s necessary to use a HIPAA-compliant email marketing platform. Segmenting audiences and personalizing content requires the use of protected health information. Therefore, it must be secured in compliance with HIPAA. You must select a platform that can protect data both at rest and in transit to utilize the power of your data fully.

LuxSci’s HIPAA-compliant Secure Marketing was designed to meet the needs of healthcare marketers and enables the use of PHI at scale. Contact our sales team to learn more about our capabilities and email marketing best practices.

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HIPAA compliant email

LuxSci Welcomes Angel Mazariegos as Head of Finance

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

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

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

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

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

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

HIPAA Compliant Email

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

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

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

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

Why G2 Matters

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

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

What We Earned in Winter 2026

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

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

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

Awards Reflect Our Commitment to Customer Success

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

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

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

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

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

HIPAA Compliant Email

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

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.

b2b medical marketing

What Does b2b Medical Marketing Help Healthcare Vendors Accomplish?

B2b medical marketing helps healthcare vendors to explain the practical value of a product to clinical and administrative buyers by presenting clear information that supports decision making across operational and regulatory domains. Buyers respond to communication that describes how a tool fits into routine workflows and how it handles information, and the process depends on steady explanations rather than promotional language.

Early Movement in the Buyer Relationship

The first stage of communication gives prospective buyers a clear sense of what the service does and why it belongs in their setting. Healthcare groups rely on predictable routines and they look for products that support those routines without creating unnecessary strain on staff. When an introduction explains how a tool fits into patient movement, documentation demands, or coordination between departments, readers can place the service into a familiar context. This lowers the cognitive effort required to evaluate whether further consideration is worthwhile and creates a smoother path for later discussions, which is why many vendors treat early stage explanations as the base of effective b2b medical marketing in this environment.

The Influence of Operational Structure

Clinical and administrative environments are shaped by long standing systems, varied software tools, and staff roles that have developed around known constraints. Vendors using b2b medical marketing describe how a product enters this environment so that the buyer can picture the transition from interest to adoption. Extended explanations of onboarding steps, data migration choices, and staff training routines help readers understand how daily operations shift when a new tool is introduced. These explanations allow decision makers to forecast workload changes rather than relying on assumptions, and they reflect the broader goal of b2b medical marketing which is to reduce uncertainty.

Regulatory Considerations in Vendor Communication

Healthcare buyers place great weight on regulatory matters, which is why clear descriptions of data handling are central to this type of communication. Readers look for information about access management, retention practices, audit preparation, and the path information takes through each component of a system. When vendors describe these areas in detail, compliance teams can perform early assessments and avoid long chains of clarification requests. This approach supports efficient internal review because the buyer gains confidence that the vendor maintains structured processes rather than improvised arrangements, and this clarity strengthens the overall impact of b2b medical marketing.

Reliability Expectations Within Clinical Settings

Healthcare settings cannot tolerate uncertainty in the systems that support patient care. B2b medical marketing provides insight into how a vendor manages service interruptions, planned updates, backup routines, and recovery efforts. A description of past events or internal procedures gives readers a sense of how the vendor behaves when conditions are difficult. Buyers place great value on this type of detail because it helps them differentiate between systems that hold up under stress and systems that falter when routine performance is disrupted, and these reliability discussions form a core thread in b2b medical marketing for clinical tools.

Perspectives That Influence Internal Decision Making

Each participant in the purchasing process evaluates a product through a different lens. Financial leaders consider long term spending patterns, clinical managers look for ease of use and effects on staff time, and compliance teams examine information practices. Communication that attends to these perspectives without shifting tone allows the reader to share information across departments with minimal friction. This prevents internal delays because each group can assess the service using information that relates to its role in the organisation, and thoughtful navigation of these viewpoints reinforces the strength of b2b medical marketing across healthcare markets.

The Role of Educational Content in Vendor Outreach

Healthcare groups respond well to educational material that speaks to challenges in clinical settings. Articles and guides that explain regulatory shifts, workflow bottlenecks, or mistakes observed in comparable organisations allow readers to examine their own processes. This form of communication helps buyers understand the vendor’s approach to problem solving and creates familiarity before any formal evaluation begins. Educational content performs well in this field because it demonstrates practical awareness rather than relying on abstract claims, making it a central component of many b2b medical marketing programs.

Use After Adoption

Decision makers frequently look beyond the moment of purchase and seek a clear view of the daily relationship that follows implementation. Communication describing staff support, update patterns, training formats, and communication channels helps buyers picture how the tool will fit into routine operations. Long paragraphs that describe the lived experience of using the service allow internal champions to advocate for the product with fewer unknowns, which supports faster movement through approval stages. This expectation of clarity after adoption aligns with the wider goals of b2b medical marketing which encourage predictable cooperation between vendor and buyer.

Documentation Supporting Review Processes

Healthcare organisations rely heavily on documentation during evaluation. Guides, records, administrative instructions, and explanations of data controls enable teams to examine the product without repeated requests for further detail. B2b medical marketing that introduces these documents early in the conversation reduces internal delays because reviewers can move through their procedures with all necessary information available at the outset. This transparent approach helps build trust between the vendor and the buyer and underscores the value of documentation as a recurring theme within b2b medical marketing.

B2b medical marketing works most effectively when vendors show an accurate grasp of clinical pressures and administrative realities. When communication reflects these conditions and acknowledges the challenges that healthcare groups experience during busy periods, readers gain confidence that the vendor understands the world they operate in. This supports deeper conversations about integration, performance, and long term cooperation across the organisation.

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HIPAA Marketing Guidelines

What Are HIPAA Marketing Guidelines?

HIPAA marketing guidelines are official interpretations and best practice recommendations issued by the Department of Health and Human Services that help healthcare organizations implement Privacy Rule marketing requirements effectively. These guidelines clarify regulatory expectations, provide practical examples of compliant marketing activities, explain authorization procedures, and offer implementation strategies for common healthcare marketing scenarios. Healthcare organizations often struggle to interpret broad regulatory language and apply it to specific marketing situations. Official guidance documents and industry best practices help bridge the gap between regulatory requirements and practical implementation challenges.

Official Guidance from Health and Human Services

Privacy Rule guidance documents provide detailed explanations of marketing definitions, authorization requirements, and permitted activities that help healthcare organizations understand their obligations. These documents include examples of different communication types and analysis of when authorization is required. Enforcement guidance explains how the Office for Civil Rights evaluates marketing violations and what factors influence penalty determinations. This guidance helps healthcare organizations understand compliance expectations and prioritize their risk management efforts. Technical assistance materials offer practical implementation advice for common marketing scenarios including patient newsletters, appointment reminders, and promotional campaigns.

Best Practice Recommendations for Authorization Management

Authorization form development should follow standardized templates that include all required elements while using clear language that patients can understand. These forms explain marketing purposes in plain English and avoid legal terminology that might confuse patients. Consent tracking procedures should document authorization decisions, track expiration dates, and process revocation requests immediately to prevent unauthorized communications. Healthcare organizations are required to implement systems that update consent status across all marketing platforms simultaneously. Verification processes ensure that marketing communications only reach patients who have provided valid authorization while preventing accidental disclosure to unauthorized recipients. These processes should aim to include regular audits of recipient lists and authorization documentation.

Communication Content and Approval Procedures

Content review processes should evaluate marketing materials for HIPAA compliance before distribution including assessment of PHI usage, authorization adequacy, and regulatory exemption applicability. These reviews should involve compliance officers, legal counsel, and clinical staff as appropriate. Message development guidelines help marketing teams create compliant content that engages patients effectively while respecting privacy requirements. HIPAA marketing guidelines address PHI usage, consent language, and opt-out mechanisms for different communication types. Quality assurance procedures verify that marketing campaigns meet compliance standards before launch through systematic review of content, recipient lists, and authorization documentation.

Segmentation and Targeting Best Practices

Patient population identification should use minimum necessary principles that limit data access to information needed for specific marketing purposes. Marketing teams should receive aggregated or coded data rather than complete medical records when possible. Demographic targeting strategies can enhance marketing effectiveness while maintaining privacy protections through automated systems that apply targeting criteria without exposing individual patient characteristics. These systems enable personalization while keeping PHI separate from campaign development. Clinical data utilization requires careful evaluation of medical information usage in marketing communications to ensure compliance with authorization scope and minimum necessary standards. Healthcare organizations should develop clear criteria for when clinical data can be included in marketing materials.

Technology Implementation Guidance

Platform selection criteria should prioritize HIPAA compliance features including encryption, access controls, audit logging, and consent management capabilities. Healthcare organizations should evaluate vendors based on their ability to meet regulatory requirements rather than just marketing functionality. System configuration guidelines ensure that marketing platforms are properly set up to maintain compliance throughout their operational lifecycle. HIPAA marketing guidelines address security settings, user permissions, and integration requirements with healthcare systems. Data management procedures govern how patient information is loaded, processed, and stored within marketing platforms while maintaining appropriate security protections. These procedures should include data validation, backup requirements, and disposal protocols.

Compliance Monitoring and Assessment

Audit schedules should establish regular review intervals for marketing activities including authorization compliance, content approval, and staff adherence to established procedures. These audits should be frequent enough to identify issues before they result in regulatory violations. Performance metrics help healthcare organizations track their marketing compliance including authorization rates, consent management effectiveness, and incident frequency. These metrics should provide early warning indicators for potential compliance problems. Documentation requirements ensure that healthcare organizations maintain records demonstrating their compliance efforts including policies, training materials, audit results, and incident response activities. Well kept records support regulatory reviews and demonstrate good faith compliance efforts.

Staff Training and Education Programs

Role-based training ensures that different healthcare personnel receive appropriate education about HIPAA marketing guidelines based on their job responsibilities and PHI access levels. Marketing staff need different training than clinical personnel who might engage in face-to-face marketing activities. Competency assessment procedures verify that staff understand marketing guidelines and can apply them correctly in their daily work activities. These assessments should include scenario-based questions and practical application exercises. Update training programs ensure that staff receive current information about HIPAA marketing guidelines as regulations change or organizational policies are updated. Programs should be conducted regularly and documented for compliance purposes.

Risk Management and Incident Response

Risk identification processes help healthcare organizations recognize potential marketing compliance vulnerabilities before they result in violations. These processes should consider technology risks, procedural gaps, and staff training needs. Violation response procedures provide step-by-step guidance for addressing potential marketing violations including investigation protocols, patient notification requirements, and regulatory reporting obligations. These procedures should be tested regularly and updated based on lessons learned. Preventive measures help healthcare organizations avoid marketing violations through proactive compliance management including policy enforcement, system controls, and staff accountability measures.

Industry-Specific Implementation Considerations

Hospital marketing guidelines address unique challenges faced by large healthcare systems including multiple service lines, diverse patient populations, and complex organizational structures. HIPAA marketing guidelines should consider coordination across departments and facility locations. Medical practice recommendations focus on smaller healthcare organizations with limited compliance resources including simplified procedures, cost-effective solutions, and practical implementation strategies. These recommendations should be scalable as practices grow. Specialty provider guidance addresses marketing considerations for different healthcare specialties including behavioral health, substance abuse treatment, and other areas with enhanced privacy protections.

HIPAA marketing questions

HIPAA-Compliant Email Marketing: FAQ

Email is an essential channel for most marketers. However, HIPAA regulations raise many questions for healthcare marketers who need to execute email marketing campaigns without violating patient privacy.

HIPAA is a complicated law that offers a lot of guidance but does not require the use of any specific technologies to protect patient privacy. The ambiguity causes a lot of confusion for marketers trying to integrate email into their marketing strategy. This article addresses some frequently asked questions about HIPAA-compliant email marketing and offers advice for securing patient data and futureproofing your marketing.

Do generic practice newsletters need to be protected?

Some marketers assume practice newsletters do not contain health information and, therefore, do not fall under HIPAA requirements. However, this assumption is often incorrect. Many are surprised to learn that protected health information can be implied from seemingly benign information.

In this way, many generic email newsletters often indirectly contain PHI because they are sent to lists of current patients. Email addresses are individually identifiable and combined with the email content; it may imply that they are patients of the practice. For example, say you send a “generic” newsletter to the patients of a dialysis clinic. An eavesdropper may be able to infer that the recipients receive dialysis. Therefore, the email reveals information about an individual’s health treatment, is PHI, and should be secured in compliance with HIPAA regulations.

In some cases, it can be complicated to determine what is PHI and what is not. Using a HIPAA-compliant marketing solution is best to avoid ambiguity and ensure security.

How Do I Find a HIPAA Compliant Email Marketing Vendor?

Unfortunately, using broadly popular email marketing platforms is not recommended. Many of these platforms were designed for e-commerce businesses and are not secure enough to meet HIPAA requirements. We do not recommend using a solution not specifically equipped to meet the healthcare industry’s unique security and compliance needs. To determine if your email marketing provider is compliant, they must meet three broad criteria at a minimum.

  1. The vendor must sign a Business Associate Agreement outlining how they plan to secure your data and what they will do in the event of a breach.
  2. Encrypt data at rest when it is stored in their systems.
  3. Encrypt email messages and data in transit as it is sent to the recipients.

email marketing vendor comparison

Not all vendors will be up to the task. Carefully vet your email marketing vendors to ensure they are taking steps to secure data and protect patient privacy.

What is an Email API?

API is an acronym that stands for “Application Programming Interface.” An email API gives applications (like CRMs, CDPs, or EHRs) the ability to send emails using data from the application. Email APIs also return campaign data to the platform or dashboards so you can assess the effectiveness of your marketing efforts. Trigger-based transactional or marketing emails are ideal for sending with an email API. In this situation, emails are sent when pre-determined conditions in the application are met. Healthcare organizations may use email APIs to send appointment reminders using electronic health records system data about a patient’s upcoming appointment.

Email APIs enable the automation of common email workflows. However, they are not interchangeable with email marketing platforms. Email APIs do not include the contact management systems standard in most email marketing platforms because all that data lives within the application they connect to. In addition, email API tools typically do not include drag-and-drop editor tools or other design features that help your emails stand out.

Does HIPAA permit providers to send unencrypted emails with PHI to patients?

Encryption is an addressable standard under the HIPAA Security Rule, but that does not mean it is optional. The HIPAA Privacy Rule does not explicitly forbid unencrypted email. Still, it does state that “other safeguards should be applied to protect privacy reasonably, such as limiting the amount or type of information disclosed through the unencrypted email.”

In addition, the Department of Health and Human Services also states that “covered entities are permitted to send individuals unencrypted emails if they have advised the individual of the risk, and the individual still prefers the unencrypted email.” Some organizations use waivers to inform patients of the risks and acquire permission to send unencrypted emails.

However, we do not recommend this approach for several reasons:

  1. Keeping track of waivers over time and recording status changes and updates is challenging.
  2. Signed waivers do not insulate you from the consequences of a HIPAA breach.
  3. And finally, using waivers to send unencrypted emails doesn’t eliminate your other HIPAA obligations like data retention and disposal. Using a HIPAA-compliant solution is more manageable and eliminates ambiguity.

Can patients exercise their right of access by receiving PHI via unencrypted email?

Yes, but they must be fully informed of the risks and sign waivers acknowledging them. The caveats in the previous answer apply. It’s always better to utilize an encryption tool to protect patient data.

Is Microsoft 365 or Exchange 365 encryption sufficient for marketing emails?

Microsoft 365 can be configured with Office Message Encryption (OME) to comply with HIPAA. However, the program is not well-suited to HIPAA email marketing. OME primarily relies on portal pickup encryption, in which the message is stored securely on a server and requires the recipient to log in to the portal to read the email. If you are a marketer trying to increase engagement, the portal adds a barrier to access that many will not cross. Light-PHI marketing messages are best sent using TLS encryption. TLS-encrypted messages arrive in the recipient’s inbox just like a regular email and do not require a user to log in to read the message.

TLS versus Portal Pickup email encryption

In addition, Microsoft 365 is not configured to send high volumes of email. If you plan to send large marketing campaigns, you could unintentionally disrupt regular business communications by sending all the messages through the same infrastructure. You should separate your business and marketing email sending to protect your IP reputation and achieve your desired sending throughput.

What are common email marketing use cases for healthcare?

Email marketing in healthcare is not restricted to boring practice newsletters. When you utilize tools that enable the use of PHI in your targeting and personalization efforts, the sky is the limit. With consumer preferences shifting toward digital communications, marketers willing to utilize the email channel and tactics like segmentation and personalization can see better results.

Email is an excellent way to communicate with patients. A sampling of ways that healthcare marketers can use email include:

  • engaging patients in their healthcare journey
  • educating patients about their healthcare conditions and treatments
  • improving attendance and scheduling
  • retaining patients
  • increasing preventative procedures
  • collecting data on the patient experience
  • improving patient satisfaction

Conclusion

HIPAA can be difficult to understand, but choosing the right tools and adequately vetting your vendors makes it easy to execute HIPAA-compliant email marketing campaigns. If you are interested in learning more about LuxSci’s easy-to-use, Secure Marketing platform, please contact our sales team.

HIPAA Compliance and Email Communications

How Does a Patient Engagement System Improve Healthcare Outcomes?

A patient engagement system is a digital platform that facilitates communication between healthcare providers and patients while enabling active patient participation in their care through appointment scheduling, secure messaging, educational resources, and health monitoring tools. These platforms empower patients to take ownership of their healthcare journey by providing convenient access to medical records, test results, treatment plans, and direct communication channels with their care teams. Modern patient engagement systems integrate with electronic health records and practice management software to create seamless workflows that enhance both patient satisfaction and clinical outcomes while reducing administrative burden on healthcare staff.

Why Healthcare Entities Need Patient Engagement Systems

Healthcare providers today recognize that engaged patients achieve better health outcomes, demonstrate higher satisfaction rates, and contribute to more efficient care delivery processes. Patient engagement systems serve as the bridge between traditional healthcare delivery models and modern patient expectations for convenient, accessible, and personalized care experiences. These platforms enable healthcare organizations to extend their reach beyond the clinical setting, maintaining connections with patients between appointments while providing tools and resources that support self-management of chronic conditions, medication adherence, and preventive care activities.

The shift toward value-based care models has made patient engagement systems essential for healthcare organizations seeking to improve quality metrics while controlling costs. When patients actively participate in their care through digital engagement platforms, they are more likely to follow treatment protocols, attend scheduled appointments, and proactively communicate with their healthcare teams about changes in their condition. This increased engagement translates into measurable improvements in clinical outcomes, reduced hospital readmissions, and better management of chronic diseases such as diabetes, hypertension, and cardiovascular conditions. Healthcare organizations implementing these systems systems also benefit from improved efficiency in care coordination, reduced phone call volumes for routine inquiries, and enhanced ability to track and measure patient satisfaction and health outcomes across their patient populations.

Features of Effective Patient Engagement Systems

Modern patient engagement systems incorporate multiple communication channels and self-service capabilities that accommodate diverse patient preferences and technology comfort levels. Secure patient portals provide authenticated access to personal health information, enabling patients to review lab results, medication lists, and visit summaries at their convenience. Appointment scheduling functionality allows patients to book, reschedule, or cancel appointments without calling the practice, reducing administrative workload while providing patients with flexibility to manage their healthcare appointments around their personal schedules.

Two-way messaging capabilities within patient engagement systems enable secure communication between patients and their healthcare teams, facilitating quick responses to medical questions, prescription refill requests, and follow-up care instructions. Educational content delivery through these platforms ensures patients receive relevant, personalized health information based on their specific conditions, treatment plans, and risk factors. Mobile applications extend engagement opportunities by sending appointment reminders, medication alerts, and health tracking prompts directly to patients’ smartphones, increasing the likelihood of sustained engagement with their care plans.

Telehealth integration within these systems has become increasingly important, particularly following the COVID-19 pandemic’s acceleration of virtual care adoption. These integrated platforms enable seamless scheduling of video consultations, secure document sharing before appointments, and follow-up communication after virtual visits. Patient engagement systems also support remote monitoring capabilities, allowing patients to share vital signs, symptom updates, and other health data with their providers between visits, enabling more proactive and personalized care management.

Implementation Strategies

Healthcare organizations implementing patient engagement systems need carefully planned rollout strategies that consider patient demographics, technology readiness, and workflow integration requirements. Successful implementations begin with thorough assessment of existing patient populations to understand their communication preferences, technology usage patterns, and specific engagement needs. Organizations serving older patient populations may require different implementation approaches compared to those serving younger, more technology-savvy demographics, necessitating customized training programs and support resources.

Staff training and workflow redesign represent critical components of successful patient engagement system implementations. Healthcare teams need education about new communication channels, response time expectations, and protocols for managing increased patient-initiated communications through digital platforms. Administrative staff require training on helping patients register for portal access, navigate system features, and troubleshoot common issues. Clinical staff need preparation for managing the increased volume and different types of patient communications that these systems generate.

Change management strategies help healthcare organizations overcome resistance to new engagement technologies while ensuring consistent adoption across all departments. This includes establishing clear policies for response times to patient messages, defining appropriate use cases for different communication channels, and creating escalation procedures for urgent patient concerns received through digital platforms. Healthcare organizations benefit from phased implementation approaches that gradually introduce system features, allowing staff and patients to become comfortable with basic functionality before adding more advanced capabilities.

Measuring Success with Patient Engagement Systems

Healthcare organizations implementing patient engagement systems need robust metrics and monitoring systems to evaluate the effectiveness of their investment and identify opportunities for improvement. Patient satisfaction scores provide valuable insights into how well engagement platforms meet patient expectations and preferences for communication and access to care. Usage analytics reveal which features patients find most valuable, helping organizations optimize their platforms and focus training efforts on underutilized capabilities that could provide additional benefits.

Clinical outcome measurements demonstrate the health impact of increased patient engagement facilitated by digital platforms. Metrics such as medication adherence rates, appointment no-show rates, emergency department utilization, and chronic disease management indicators help healthcare organizations quantify the return on investment for the systems . These measurements also support quality improvement initiatives and value-based care reporting requirements by providing data on patient engagement activities and their correlation with health outcomes.

Operational efficiency metrics capture the impact of patient engagement systems on staff productivity and practice workflows. Reduced phone call volumes for routine inquiries, decreased time spent on appointment scheduling, and improved care coordination efficiency demonstrate the administrative benefits of digital engagement platforms. Healthcare organizations can track staff time savings, patient portal adoption rates, and digital communication volumes to understand how patient engagement systems are transforming their operations and patient interactions.

Integration with Electronic Health Records

Seamless integration between patient engagement systems and electronic health record platforms creates unified workflows that benefit both patients and healthcare providers. When patient engagement systems connect directly with EHR systems, patient-generated data from remote monitoring devices, symptom tracking applications, and patient-reported outcomes automatically populate clinical records, providing physicians with more complete pictures of their patients’ health status between visits. This integration eliminates manual data entry requirements while ensuring that all patient interactions and health information are properly documented in the medical record.

Interoperability between patient engagement systems and EHR platforms enables real-time updates to patient information, ensuring that patients always have access to their most current lab results, medication changes, and care plan updates through their engagement platforms. Clinical decision support tools can leverage patient engagement data to provide physicians with alerts about medication adherence issues, concerning symptom reports, or gaps in preventive care that patients have reported through their engagement platforms. This integrated approach creates more efficient clinical workflows while supporting better-informed clinical decision-making.

When specialists, primary care physicians, and other healthcare team members all have access to patient engagement data within their familiar EHR interfaces, they can better coordinate care plans and ensure consistent patient communication. Integration also supports population health management initiatives by enabling healthcare organizations to analyze patient engagement patterns across different patient populations and identify opportunities for targeted outreach and intervention programs.

person filling out a secure web form on a laptop

Creating Secure Web Forms: What You Need to Know

Creating secure web forms starts with creating a secure website. This process is more complex than creating web pages and adding an SSL Certificate. A certificate is a solid first step, but it only goes so far as to protect whatever sensitive data necessitates security in the first place.

Naive attempts at security can ultimately make the data less secure and more likely to be compromised by creating an appetizing target for the unscrupulous.

So, what do you do beyond hiring a developer with significant security expertise? Start with this article. Its purpose is to shed light on many of the most significant factors in creating secure web forms and how to address them. At a minimum, reading this article will help you intelligently discuss website security with the developers you hire.

person filling out a secure web form on a laptop

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