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

Healthcare Marketing, HIPAA Compliant Email, HIPAA Email Marketing
LuxSci
October 28, 2024

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

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

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

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

Step 1: Choose a HIPAA Compliant Email Service Provider

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

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

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

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

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

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

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

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

Step 4: Segment Your Campaigns for Better Engagement

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

For instance, you could create email campaigns for:

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

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

Step 5: Automate for Efficiency and Accuracy

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

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

Step 6: Use Advanced Encryption for PHI

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

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

Step 7: Monitor and Report for Continuous Improvement

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

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

HIPAA Compliant Email is Critical for Healthcare Marketing Campaigns

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

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

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

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Top HIPAA Compliant Email Use Cases for Medical Equipment Providers

October 14, 2025
Pete Wermter

For medical equipment providers – particularly those offering in-home care and delivery – rapid and reliable communication is critical. Whether you’re notifying patients about a new CPAP machine, reminding them of a delivery appointment, or sending a promotional offer on home oxygen supplies, email is still one of today’s most effective communication channels.

But, does your current email provider put you at risk?

Here’s the catch: when emails contain health-related information, i.e., protected health information (PHI), you must ensure you’re not just being effective, but that you’re secure and fully HIPAA-compliant as well.

The good news: When you use secure, HIPAA compliant email correctly, you can ensure data privacy and security, while unlocking faster communication, improved patient or customer engagement, and better outcomes.

And you may even sleep better at night.

Let’s take a look at the most impactful use cases for HIPAA compliant email in the medical equipment space, and how secure, high volume email can optimize both the patient experience and your operations.

Why Email for Medical Equipment Providers

From ordering groceries to reading financial statements, consumers, including your patients and customers, already use email regularly. It’s familiar, simple, and trusted – and it doesn’t require installing applications or learning new tech.

For healthcare companies manufacturing and delivering home medical equipment, email is a fast, direct, and convenient way to communicate with your patients and customers. When used effectively and, most importantly, securely, secure email simply works.

HIPAA Compliance: A Catalyst for Communication – Not a Limitation

HIPAA compliance is often considered a hurdle to effective patient engagement via email. Fear of falling afoul of HIPAA regulations, and suffering the consequences of doing so, medical equipment suppliers can be reluctant to include PHI in their communications, missing out on opportunities to better connect with patients with personalized messages and relevant health information.

With the right HIPAA-compliant email solution, such as LuxSci, you can:

Send a variety of health-related info via email containing PHI – securely
Automate email workflows, such as order confirmations and refill reminders
Deliver more relevant marketing messages to carefully segmented target audiences
Scale your patient engagement campaigns with 98% delverability

HIPAA Compliant Email Use Cases for Medical Equipment Providers

Let’s take a closer look at some of the most common HIPAA compliant email use cases for medical equipments providers – all with

Use Case #1: New Product Releases and Equipment Upgrades

Why It Matters: Keep patients informed and engaged.

Launching a new model of your leading CPAP machine? New upgraded insulin pumps with Bluetooth syncing? You can use secure email to safely inform existing patients about relevant product innovations that support their care and overall healthcare journey. At the same time, you can market your products and use email to help drive and grow your business.

Benefits

Personalized product recommendations and new offers
HIPAA-compliant messages and content with patient-specific data
Maximise cross-selling and up-selling opportunities

Use Case #2: Promotional Offers and Special Discounts

Why It Matters: Drive revenue without compliance risk

Yes, you can send promotional content with PHI. As long as you use HIPAA compliant email and obtain proper consent from your patients, you can send special offers for products, such as CPAP filters, replacement parts, or orthopaedic braces – securely and effectively.

Benefits

Boost reorder rates and upsells
Reach patients with personalized, secure marketing messages
Stand out from competitors that send out generic communications

Use Case #3: Order Confirmations and Delivery Updates

Why It Matters: Keep patients informed and deliver a good experience

When patients rely on home deliveries for critical medical equipment and supplies, timely and relevant updates are vital. HIPAA compliant email allows you to securely send:

Order confirmations
Delivery tracking links
Equipment setup instructions

Benefits

Peace of mind for patients and caregivers
Fewer support calls
Improved delivery and overall patient satisfaction

Use Case #4: Appointments and In-Home Service Reminders

Why It Matters: Reduce missed appointements and optimize scheduling

Whether it’s a CPAP fitting, oxygen tank swap, or home nurse visits, appointment reminders keep patients informed and prevent delays in care delivery and schedules.

HIPAA compliant appointment emails can include:

Patient names and appointment details
Secure rescheduling links
Technician or home nurse arrival windows

Benefits

Fewer missed visits
Improved care continuity
Better coordination with caregivers
Enhanced patient satisfaction and trust

Use Case #5: Payment Reminders and Billing Notices

Why It Matters: Accelerate revenue collection

Secure email makes it easy to send billing statements, insurance updates, or out-of-pocket payment reminders related to medical equipment and in-home care – even when they contain PHI or medical codes.

Benefits

Faster payment collections
Reduced billing confusion
Clear and compliant patient communications

Use Case #6: New Supply and Refill Reminders

Why It Matters: Promote adherence and retention

Don’t wait for patients to run out of critical supplies. Use automated, HIPAA compliant email to remind them it’s time to reorder medical products and/or supplies.

Benefits

Better patient outcomes
Higher reorder rates
Lower administrative overhead

LuxSci HIPAA-Compliant Email for Medical Equipment Providers

HIPAA-compliant email is no longer optional, it’s essential, especially for modern medical equipment providers who want to provide the best possible experience for their patients, optimize operations, and retain an edge in an increasingly competitive healthcare landscape.

For medical equipment providers delivering in-home care or direct-to-patient services, secure email enables smarter, faster, and more personalized communications – all in a secure, HIPAA compliant way on one of today’s most used communications channels.

With LuxSci, you can embrace email communication with confidence, safe in the knowledge that your messages are secure, compliant, and your emails are high-performing and effective.

LuxSci Offers:

Automated encryption (TLS, Secure Portal Pickup, PGP, S/MIME).
SMTP and API integration, with EHRs, CRMs, and billing systems.
Automated workflows, for intelligent patient engagement.
High-volume email capabilities, for new product offers, upgrades, and promotions.
Signed BAA and full HIPAA compliance built in.

Whether you’re serving 100 patients or 100,000, LuxSci securely scales with you. Contact us to supercharge your engagement efforts today.

Medical Equipment Providers Secure Email Use Cases FAQs

Can I send promotional emails about medical Equipment under HIPAA?

Yes, you can. With proper patient consent and a HIPAA-compliant email solution with a signed BAA, you can securely send personalized promotional messages.

Is it safe to include order or delivery details in emails?

Yes, when using a secure, encrypted email solution like LuxSci, you can send PHI, delivery info, and tracking links without violating HIPAA regulations.

Do patients need to log into a portal to read secure emails?

Not necessarily. LuxSci supports multiple delivery methods, including TLS-encrypted direct delivery and secure pickup portals, giving you and your patients options in regards to delivering and reading emails, respectively.

Can LuxSci help automate reminders and email flows?

Absolutely! LuxSci supports automated workflows, APIs, and integrations to trigger reminders, alerts, and follow-ups based on email engagement and recipient actions.

How does secure email impact revenue?

Secure email helps you increase reorder rates, reduce billing friction, and improve patient engagement, all of which can lead to increased revenue.

What Are the Best Patient Engagement Tools for Healthcare?

October 9, 2025
Erik Kangas

The best patient engagement tools help providers strengthen communication, improve follow-up care, and simplify access to sensitive health information. They combine secure messaging, appointment management, educational content, and remote monitoring to build stronger patient relationships while maintaining HIPAA compliance. When implemented correctly, patient engagement tools create smoother interactions and better health outcomes without adding unnecessary administrative burden.

Importance of patient engagement tools in modern care

Healthcare is most effective when patients understand and participate in their own treatment. Patient engagement tools make this possible by connecting patients with providers through secure digital channels. These systems encourage participation through appointment reminders, personalized messages, and simplified access to medical records. When patients can review their care plans or ask questions directly, they are more likely to follow treatment instructions and attend scheduled visits. Over time, this continuous communication builds trust and allows healthcare professionals to detect potential issues before they develop into serious problems.

Features that define effective patient engagement tools

Strong encryption and verified identity controls keep sensitive data protected during every exchange. Patient portals that use Transport Layer Security and multifactor authentication safeguard personal health details and ensure that only authorized users can view information. The best tools also support mobile access with full encryption, allowing patients to manage appointments or view test results securely from any device. Integration with electronic health records ensures that updates are instantly reflected across systems, reducing the chance of errors or duplicate data entry. When designed properly, patient engagement tools blend security with convenience so that both patients and providers benefit.

Communication and education that build connection

Clear communication encourages adherence and reduces anxiety. Automated appointment confirmations, post-visit surveys, and message templates help staff stay connected without creating extra workload. Some systems allow clinicians to send follow-up instructions or educational materials directly through secure messaging, supporting patient understanding of medications or rehabilitation exercises. Educational modules tailored to specific conditions help patients take an active role in managing chronic illnesses. These features turn patient engagement tools into an extension of quality care rather than an afterthought of recordkeeping.

Compliance and data protection standards

Because patient engagement tools handle Protected Health Information, they must align with the HIPAA Privacy and Security Rules. A complete Business Associate Agreement outlines encryption, breach notification, and data management responsibilities between healthcare providers and vendors. Regular security testing and audit trails confirm that access controls function correctly. Organizations should verify that vendors maintain certifications such as SOC 2 Type II or HITRUST to demonstrate consistent security practices. Maintaining these safeguards ensures that patients can trust digital interactions as much as in-person conversations.

Workflow integration and practical use

A successful implementation depends on how well technology fits daily routines. Tools that integrate directly with scheduling, billing, and clinical systems reduce repetitive tasks and improve accuracy. For example, when a patient confirms an appointment through a secure portal, the update should appear automatically on the provider’s schedule. Real-time synchronization minimizes manual effort and reduces missed visits. Configurable dashboards give staff visibility into appointment status and message queues, helping clinics manage high patient volumes efficiently. When engagement technology adapts to workflow rather than reshaping it, adoption rates remain high and disruption stays low.

Measuring the impact of patient engagement tools

Tracking effectiveness requires measurable outcomes. Providers can evaluate engagement levels through message response times, portal login frequency, and satisfaction surveys. Patterns in this data reveal how well patients are using available features and whether communication gaps remain. Analytics tools can highlight where follow-up communication improves adherence or reduces unnecessary visits. With clear metrics, healthcare organizations can refine outreach methods and identify which digital strategies genuinely improve the patient experience. In this way, patient engagement tools become a guide for continuous improvement rather than a one-time implementation.

Selecting the right partner and platform

Choosing a vendor involves more than comparing features. Providers should assess customer support responsiveness, update frequency, and integration experience. Pilot programs with small user groups reveal how patients interact with the interface and how well staff can manage message volume. A reliable provider offers migration assistance, thorough training, and transparent pricing that accounts for storage and support over the contract term. When the system proves simple for both clinicians and patients, full deployment typically follows with fewer technical complications. Over time, dependable patient engagement tools strengthen relationships, enhance care coordination, and improve satisfaction across the healthcare system.

What Are the Best Email Security Companies for Healthcare?

October 8, 2025
Erik Kangas

The best email security companies protect sensitive healthcare information with proven encryption, reliable identity controls, and full compliance with HIPAA requirements. They offer systems that keep Protected Health Information private without interrupting clinical communication. Choosing the right partner require an understanding of how each provider manages data, prevents threats, and supports healthcare-specific security needs.

Why email security companies matter

Healthcare communication runs through email more than any other channel. Appointment confirmations, lab results, and billing inquiries often pass through digital messages that contain confidential data. Without strong protection, these exchanges create serious risk. Email security companies help healthcare organizations avoid exposure by applying automatic encryption, authentication, and continuous monitoring. The right solution lets staff focus on patient care rather than worrying about how messages are being transmitted. Security becomes part of the background, always active but never intrusive.

Functions of leading email security companies

Every capable provider delivers a mix of encryption, authentication, and message filtering. Encryption protects messages from interception during transmission and keeps attachments unreadable outside approved systems. Authentication confirms that each sender and recipient is legitimate, preventing impersonation attacks that can lead to data theft. Filtering technology examines messages for malicious links or attachments before they ever reach an inbox. Together, these features reduce the chances of a privacy breach while allowing essential communication to continue without interruption.

Meeting HIPAA and regulatory obligations

Healthcare organizations face distinct legal responsibilities that extend beyond general data protection. Email security companies that work with medical clients must comply with the HIPAA Privacy and Security Rules. They sign Business Associate Agreements that define how Protected Health Information is stored and transmitted. A complete system includes audit logs, breach notification procedures, and administrative controls to manage user access. Certifications such as SOC 2 Type II or HITRUST show that the company’s safeguards have been independently verified. These commitments transform a vendor into a compliance partner rather than a simple service provider.

Integration with healthcare workflows

A secure system should work quietly within existing tools and routines. The best email security companies design software that integrates directly with clinical communication platforms, scheduling software, and record systems. This ensures that encrypted messages and attachments move seamlessly without extra manual steps. Automated encryption policies eliminate the need for staff to remember security settings while handling urgent messages. When technology fits naturally into the daily workflow, adoption improves, and staff stay focused on patient interaction instead of troubleshooting email systems.

Protection through authentication and identity control

Cyberattacks often succeed through weak identity verification rather than failed encryption. Modern solutions combine multi-factor authentication with domain validation to confirm that every message comes from a trusted source. Advanced phishing detection blocks lookalike domains and suspicious requests that mimic internal communication. These measures reduce the number of successful impersonation attempts and keep confidential data within trusted channels. For healthcare organizations that depend on frequent message exchanges, strong identity control is as vital as encryption itself.

Evaluating reliability and transparency

Trust is built through visibility. Leading email security companies provide administrators with detailed reports that show message delivery status, blocked threats, and policy changes. Transparent logging makes it easier to confirm compliance during audits and internal reviews. A clear view of system activity also supports faster response when something goes wrong. When security information is easy to understand, it allows IT teams and compliance officers to make informed decisions rather than guessing at what might have occurred behind the scenes.

Protection, cost, and usability

Cost and convenience influence every technology decision. The right solution balances strong protection with an interface that staff can use comfortably. Overly complex systems can slow response times and create frustration, while simple but weak systems fail to protect sensitive data. Email security companies that understand healthcare operations design platforms that feel intuitive to clinical staff yet meet rigorous privacy standards. Predictable pricing models based on user count or message volume make budgeting straightforward, which helps long-term planning for both small practices and large health networks.

Evaluating support and long-term stability

Technology alone does not ensure security. Healthcare organizations depend on responsive support when configuration issues arise or new regulations appear. Providers that offer direct assistance, training materials, and clear documentation save administrators valuable time. Long-term reliability also matters. Established email security companies with a proven record of service are more likely to maintain and improve their systems over many years. When evaluating vendors, organizations should look for financial stability, regular software updates, and a strong customer base that demonstrates consistent satisfaction.

A sustainable approach to secure communication

Email is still central to healthcare communication despite newer collaboration tools. The most successful security strategies accept this reality and focus on making email safe rather than replacing it. Reliable encryption, verified identity, and transparent reporting form the structure of effective protection. By selecting experienced email security companies that combine technical strength with usability, healthcare organizations can protect patient information while maintaining efficient workflows. Security then becomes a quiet partner in care delivery, supporting every message that moves between providers, patients, and administrative staff.

What Is The Best Secure Communication Platform For Healthcare?

October 7, 2025
Erik Kangas

The best secure communication platform combines strong encryption, reliable access control, detailed audit tracking, and legal accountability under the HIPAA Privacy and Security Rules. Healthcare teams rely on these systems to exchange Protected Health Information without disruption. A secure communication platform that integrates with clinical tools, automates security standards, and provides transparent monitoring allows providers to maintain compliance while focusing on patient care.

Importance of a secure communication platform in healthcare

Healthcare depends on constant coordination between physicians, staff, and patients. Emails, messages, and shared files often include sensitive medical information that requires protection at every stage. A secure communication platform helps prevent data loss or exposure by enforcing encryption both in transit and at rest. It also preserves trust between patients and providers by ensuring confidentiality. When security controls operate automatically in the background, communication becomes smoother, and staff can work without worrying about compliance gaps that may place data at risk.

Encryption and identity protection

Encryption is the foundation of message security. Transport Layer Security establishes a private path between servers, while message-level encryption adds another layer for content that travels beyond trusted systems. Access to these communications depends on verified identity through multi-factor authentication, biometric checks, or device-based tokens. Timeout rules reduce risk on shared computers where several staff members may use the same terminal. These features work together to protect patient data from interception or misuse and give healthcare organizations tangible proof that messages remain secure.

Business Associate Agreements and legal accountability

Any organization that handles Protected Health Information must ensure its vendors meet the same compliance standards. A Business Associate Agreement defines each party’s responsibilities for data protection, breach notification, and record retention. It should reference specific safeguards listed in 45 CFR 164.308 and 164.312 to confirm that the platform follows HIPAA’s requirements. Independent audits such as SOC 2 Type II or HITRUST add assurance that these controls are active and reliable. Having clear contractual obligations supported by certifications limits ambiguity and strengthens legal protection for all involved parties.

Clinical integration and workflow compatibility

For a secure communication platform to be effective, it must fit naturally into the healthcare environment. Direct integration with electronic health records allows staff to manage messages within existing systems rather than switching between separate tools. Open APIs let hospitals customize data flow between scheduling, billing, and messaging platforms. Single sign-on simplifies authentication so clinicians can access messages quickly while maintaining compliance. Mobile access that retains encryption helps providers respond from different locations without compromising security. When communication aligns with daily routines, adoption improves and administrative burden drops.

Monitoring and audit visibility

Maintaining compliance requires visibility into system activity. An effective platform records message access, file downloads, and configuration changes through immutable logs. These records enable privacy officers to trace who viewed information and when it was accessed. Alerts for suspicious logins or unusual traffic help identify problems early. Retention settings that match policy requirements simplify discovery requests while preventing unnecessary storage costs. This combination of automation and transparency allows healthcare organizations to demonstrate compliance rather than merely claim it.

Evaluating usability and implementation

Selecting a platform should include a structured pilot across departments. Rather than focusing only on technical features, decision makers should observe how easily clinicians and staff adapt to the workflow. A useful evaluation looks at message turnaround times, administrative effort, and support responsiveness. Gathering feedback from multiple roles reveals practical issues that may not appear during demonstrations. Vendors that assist with migration, setup, and staff training tend to reduce deployment time and lower the likelihood of communication errors during transition.

Balancing cost, scalability, and compliance

Cost considerations extend well beyond subscription fees. Storage limits, archive access, and support tiers influence total expense over time. Aligning pricing with staff size and data retention policies prevents unplanned spending as the organization grows. Role-based administration and delegated access can reduce reliance on central IT teams, creating flexibility in large healthcare networks. A secure communication platform that scales smoothly maintains the same encryption, authentication, and monitoring standards as the user base expands. When compliance, usability, and affordability intersect, patient communication becomes safer, faster, and more reliable for everyone involved.

Sending HIPAA Compliant Email the Right Way

September 26, 2024
LuxSci

Maintaining HIPAA compliance is a critical requirement for healthcare providers, payers and suppliers dealing with protected health information (PHI). Ensuring your email communications align with those standards can be, well… tricky. With fines reaching into the millions, non-compliance isn’t something you want to risk. We’ve seen it time and time again when engaging with our customers and prospects. Unfortunately, many organizations fall into the trap of believing they’re sending HIPAA compliant emails because they’ve applied what we call “self-certification” strategies—without fully understanding what’s required to be compliant.

Are you 100% sure that you’re sending HIPAA compliant emails?

In this blog post, we’ll delve into the risks of being non-compliant, explain why self-certification strategies often lead to problems, and provide a HIPAA-compliant email checklist to help ensure your organization avoids the pitfalls self-compliance.

The Importance of Sending HIPAA Compliant Emails

HIPAA (Health Insurance Portability and Accountability Act) was established to ensure the protection and privacy of patients’ PHI. This law mandates that any entity handling PHI must implement strict safeguards to prevent unauthorized access, breaches, and exposure of sensitive patient data.

In today’s digital world, where healthcare communications often take place over email and other digital platforms, maintaining HIPAA compliance becomes even more complex. It’s not enough to merely think you’re compliant; you must be able to prove it beyond a doubt.

What Is PHI and Why Does It Need to Be Protected?

As a quick reminder, PHI refers to any data that can be used to identify an individual and that relates to their past, present, or future health condition. This can include anything from personal identification information to medical records and billing information to email exchanges that reference patient care.

Examples of PHI include:

Names
Addresses
Birth dates
Social Security numbers
Medical history and diagnoses
Treatment plans & prescriptions
Medical device usage and services
Appointment information
Billing, payments and insurance information

The Risks of Not Being 100% Sure About HIPAA Compliance

In addition to losing sleep at night, the consequences of sending non-compliant emails can be significant. Non-compliance can result in hefty penalties, ranging from $100 to $50,000 per violation, depending on the severity and intent. In some cases, these fines can even surpass $1.5 million annually.

But it’s not just the fines—PHI exposure opens the door to a variety of serious risks, including the reputational damage that can stem from breaches of patient data that can impact peoples’ lives and the future of your business. Patients place immense trust in healthcare providers and organizations to safeguard their sensitive information, which stretches beyond HIPAA-compliance to overall data security and privacy. The loss of patient trust is difficult—if not impossible—to regain once compromised.

The Problem with DIY HIPAA Compliance

Simply put, self-certifying HIPAA compliance is a recipe for disaster. Many companies and healthcare organizations falsely believe that if they conduct an internal review or have implemented basic security measures, they’re fully compliant. But without the right expertise and the right technology in place, especially encryption, it’s easy to overlook crucial details.

Even if you have encryption in place or think your emails are safe, these minimal steps can create a false sense of security. True HIPAA compliance requires continuous monitoring, updating of policies, and regular training to address potential risks.

A Checklist for Sending HIPAA Compliant Email

Sending HIPAA compliant email means ensuring you’ve implemented the following safeguards:

1. Encryption Standards for HIPAA Compliance

All emails containing PHI must be encrypted both at rest and in transit—end-to-end. Ensure your email service provider offers high-grade encryption protocols, like TLS (Transport Layer Security), for sending and receiving messages, and flexible options, including dedicated cloud infrastuctures for the highest levels of data protection.

2. Secure Access and Authentication

Set up multi-factor authentication (MFA) and role-based access controls to limit who can access emails containing PHI.

3. Business Associate Agreements (BAA)

If you’re using a third-party email provider, you must have a signed BAA. This agreement ensures that the provider will uphold HIPAA’s security standards.

4. Data Backup and Recovery

Make sure your email system has a secure backup and recovery solution. Data breaches can happen, but having a recovery plan will minimize damage and maintain compliance.

5. Employee Training and Awareness

Ensure your employees are regularly trained on HIPAA guidelines. Human error is one of the leading causes of HIPAA violations, so proper education is key.

6. Regularly Audit Your HIPAA Compliance Strategy & Practices

HIPAA regulations evolve as technology advances. Conducting regular compliance audits ensures your security protocols are up to date with the latest best practices.

7. Avoiding Overconfidence in Your Own Processes

No matter how confident you are in your HIPAA strategy, bringing in an external auditor can provide an unbiased view of your compliance status and help identify overlooked vulnerabilities.

Don’t Let HIPAA Self-Certification Fool You!

HIPAA compliance is not something you can afford to be unsure about. The risks—both financially and reputationally—are too great. While it may be tempting to “self-certify” or assume your current measures are sufficient, doing so can leave your organization—and your patients and customers—vulnerable. Instead, ensure that you follow a comprehensive strategy that includes best-in-class email encryption, secure access, regular audits, employee training, and support from external experts.

Don’t take shortcuts when it comes to protecting sensitive health information and ensuring HIPAA compliance—get it right from the start.

If you’d like to get your questions on sending HIPAA compliant email answered, don’t hesitate to reach out to talk with one of our experts—and learn more about the healthcare industry’s leading HIPAA-compliant email, text and marketing solutions from LuxSci.

Top HIPAA Compliant Email Use Cases for Medical Equipment Providers

October 14, 2025
Pete Wermter

What You Need to Know About PHI Identifiers

November 5, 2024
Erik Kangas

It’s hard to understate the benefits of using protected health information (PHI) in your patient engagement efforts. By effectively leveraging PHI, you can create highly-targeted and personalized email marketing campaigns, which have greater potential to connect with your patients and customers – and drive your desired outcomes.

However, before diving in, it’s essential to be aware of HIPAA’s complex compliance requirements and how they govern healthcare organizations’ marketing communications. Chief among these considerations is the concept of PHI identifiers and the role they play in classifying and protecting sensitive patient data. With this in mind, let’s explore HIPAA’s 18 PHI identifiers

What is a PHI Identifier?

Before we detail the 18 different PHI identifiers, it’s crucial to first distinguish between what counts as PHI and what, in reality, is personally identifiable information (PII).

PHI (as well as its digital equivalent or electronic protected health information (ePHI)), is defined as “individually identifiable protected health information” and specifically refers to three classes of data:

An individual’s past, present, or future physical or mental health or condition.
The past, present, or future provisioning of health care to an individual.
The past, present, or future payment-related information for the provisioning of health care to an individual.

In short, for an individual’s PII to be classed as protected health information it must be related to a health condition, their healthcare provision, or the payment of that provision. So, a patient’s email address in isolation, for example, isn’t necessarily PHI. However when combined with any information about their healthcare – such as in a patient engagement email campaign – it would constitute PHI.

Put another way, as HIPAA is designed to enforce standards and best practices in the healthcare industry, it’s concerned with protecting health-related information. While the protection of general PII is of the utmost importance, that’s a significantly larger remit – and, consequently, one that’s shared by a variety of data privacy regulations covering different industries and regions (PCI-DSS, GDPR, etc.).

What are the 18 PHI Identifiers?

With the above background in mind, we now have a clearer understanding of what is classed as PHI and, as a result, what data needs to be de-identified. The HIPAA Privacy Rule provides two methods for the de-identification of PHI: the Expert Determination and Safe Harbour methods.

Expert Determination requires a statistical or scientific expert to assess the PHI and conclude that the risk of it being able to identify a particular patient is very low. Safe Harbour, meanwhile, involves systematically removing or securing specific data types to mitigate the risk of patient identification. It’s from the Safe Harbour method that we get the following 18 PHI identifiers:

Patient Names

Geographical Elements: street address, city, and all other subdivisions lower than the state.

Dates Related to Patient’s ID or Health History: eD.O.B, D.O.D, admission and discharge dates, etc.

Telephone Numbers

Fax Numbers

Email Addresses

Social Security Numbers

Medical Record Numbers

Health Insurance Beneficiary Numbers

Account Numbers

Certificate or License Numbers: as these can confirm an individual’s professional qualifications or credentials, and when combined with PHI, are exploitable by malicious actors.

Vehicle Identifiers: i.e., license plate and serial numbers

Device Identifiers and Serial Numbers: those belonging to smartphones, tablets, or medical devices, because they communicate with healthcare companies during provision and can be linked back to the patient

Digital Identifiers: namely website addresses used by healthcare companies that patients may visit (for healthcare education, event registration, etc.)

Internet Protocol (IP) Addresses: the digital location from where a patient’s device accesses the internet; this can be used to acquire subsequent PHI

Biometric Identifiers: e.g., fingerprints, voice samples, etc.

Full Face Photographs: in additional to other comparable images

Other Unique Numbers, Codes, or Characteristics: not covered by the prior 17 categories

As illustrated by the above list, HIPAA’s list of PHI identifiers is comprehensive, covering all aspects of an individual’s identity and digital footprint. In light of this, when handling patient data it’s crucial to use platforms and digital solutions that have been designed with the secure transmission and storage of PHI in mind.

Harness the Benefits of Using PHI for Better Patient Engagement

As the most experienced provider of HIPAA-compliant communications, LuxSci specializes in secure email, text, marketing and forms for healthcare providers, payers and suppliers. LuxSci’s Secure Healthcare Communications suite offers flexible encryption, customizable security policies, and automated features to ensure HIPAA compliance and the protection of PHI data.

Interested in discovering how LuxSci’s solutions can help you securely engage with your patients and customers?

How are B2B and B2C Strategies Used in Healthcare Marketing?

December 5, 2024
Erik Kangas

Healthcare marketing employs distinct B2B and B2C strategies to reach different audiences within the medical and healthcare product and services sectors. B2B marketing targets healthcare providers, medical suppliers, and insurance companies, while B2C marketing focuses on patient outreach and service promotion. Both approaches require specialized marketing tactics that comply with healthcare regulations, such as HIPAA, while meeting business objectives.

Marketing to Healthcare Businesses

Medical device manufacturers, pharmaceutical companies, and healthcare technology providers develop B2B marketing plans to reach hospitals, medical practices, and other healthcare organizations. These campaigns focus on technical specifications, return on investment, and operational benefits. Marketing teams create detailed product documentation, research papers, and case studies to support their sales efforts. Teams usually participate in healthcare trade shows, industry conferences, and professional networking events to build relationships with potential buyers, as well as deploying email campaigns and social media engagement programs. B2B healthcare marketing requires extensive knowledge of medical procurement processes, insurance reimbursements, compliance requirements, and industry standards.

Patient-Focused Marketing Strategies

B2C healthcare marketing connects medical providers, payers and suppliers with potential patients through direct outreach and service promotion. Marketing campaigns display treatment options, medical expertise, and patient benefits. Organizations develop educational content about health conditions, preventive care, and treatment outcomes, and typically carry out email campaigns and engagements programs to connect with targets. They use patient testimonials and success stories to build trust with prospective patients and customers. Marketing content and materials should be education and informative, addressing common health concerns and explaining medical procedures and advice in accessible language. Patient engagement and response rates are tracked by teams to measure campaign effectiveness.

Channel Selection and Message Development

Healthcare organizations select different marketing channels based on their B2B or B2C audience. B2B campaigns utilize secure email campaigns, industry websites and media outlets, and LinkedIn for content distribution. B2C marketing can also include advertising, social media awareness and engagement, and consumer health websites. Marketers should develop separate content strategies for each audience type. B2B content emphasizes technical details and business value, while B2C messages focus on patient experience and better health outcomes. Channel selection, such as email and/or patient portals, considers audience preferences, regulatory requirements, and cost-effectiveness.

Building Professional Networks

B2B healthcare marketing can contribute to building relationships through professional networking and industry partnerships. Organizations develop referral networks with other healthcare providers and supplest, and maintain connections with payers, such insurance companies and government health plans. Marketing teams may organize educational events for healthcare professionals, including digital marketing and CX teams, and participate as members in industry associations, where they create partnership programs that benefit both organizations and their patients. These relationships help healthcare providers expand their service reach and improve awareness. Marketing efforts focus on maintaining long-term business relationships that generate consistent referrals and business opportunities.

Managing Patient Relationships

B2C marketing in healthcare focuses on patient acquisition and retention through personalized communication over channels like email and text. Organizations develop patient engagement programs that include regular health updates, marketing promotions, plan renewals, new product offers, appointment reminders, and wellness information. Marketers can create patient education materials and health resource libraries, where they manage online review platforms and patient feedback systems to maintain strong relationships. Patient relationship management includes tracking satisfaction scores and addressing service concerns promptly. Marketing campaigns can encourage patient loyalty through quality care experiences and relevant, responsive communication.

Measuring Healthcare Marketing Performance

Healthcare organizations typically track different metrics for B2B and B2C marketing success. B2B measurements include conversions, contract values, partnership agreements, and referral volumes. B2C metrics focus on patient acquisition costs, service utilization, and satisfaction ratings. Data is analyzed from all channels to optimize their strategies and resource allocation. Team should compare campaign performance across different audience segments and marketing approaches. Regular performance reviews help organizations adjust their marketing mix to achieve better results. Teams will then use analytics tools to track marketing return on investment and guide future campaign planning.