How Do You Know if Software is HIPAA Compliant?

Business Solutions, HIPAA Compliant Email, HIPAA Email Marketing
Pete Wermter
February 21, 2025

As in any industry, the healthcare sector is eager to embrace any new technology solution that increases productivity, enhances operational efficiency, and cuts costs. However, the rate at which healthcare companies – and their patients and customers – have had to adopt new software and digital tools has skyrocketed since the pandemic. And while a lot of this software is beneficial, a key question arises: is it HIPAA compliant? While an application may serve an organization’s needs – and may be eagerly embraced by patients – it also needs to have the right measures in place to safeguard protected health information (PHI) to determine if it is indeed HIPAA compliant.

Whether you’re a healthcare provider, software vendor, product team, or IT professional, understanding what makes software HIPAA compliant is essential for safeguarding patient data and insulating your organization from the consequences of falling afoul of HIPAA regulations.

With this in mind, this post breaks down the key indicators of HIPAA compliant software, the technical requirements you should look for, and best practices for ensuring your software is HIPAA compliant.

What Does It Mean for Software to Be HIPAA-Compliant?

The Health Insurance Portability and Accountability Act (HIPAA) sets national standards for safeguarding PHI, which includes any data related to a patient’s health, treatment, or payment details. In light of this, any applications and systems used to process, transmit, or store PHI must comply with the stringent privacy, security, and breach notification requirements set forth by HIPAA.

Subsequently, while healthcare organizations use a wide variety of software, most of it is likely to be HIPAA-compliant. Alarmingly, many companies aren’t aware of which applications are HIPAA-compliant and, more importantly, if there’s a need for compliance in the first place.

However, it’s important to note that HIPAA itself does not certify software. Instead, it’s up to software vendors to implement the necessary security and privacy measures to ensure HIPAA compliance. Subsequently, it’s up to healthcare providers, payers, and suppliers to do their due diligence and source HIPAA compliant software.

How to Determine If Software Is HIPAA Compliant

So, now that we’ve covered why it’s vital that the applications and systems through which sensitive patient data flows must be HIPAA compliant, how do you determine if your software meets HIPAA requirements? To assess whether software is HIPAA compliant, look for these key indicators:

1. Business Associate Agreement (BAA)

A HIPAA compliant software provider must sign a Business Associate Agreement (BAA) with covered entities, i.e., the healthcare company. A BAA is a legal contract that outlines the vendor’s responsibility for safeguarding PHI. If a software provider doesn’t offer a BAA, their software is NOT HIPAA compliant.

Now, if a vendor offers a BAA, it should be presented front and center in their benefits, terms or conditions, if not on their website homepage as part of their key features. If a vendor has taken the time and effort to make their infrastructure robust enough to meet HIPAA regulations, they’ll want to make it known to reassure healthcare organizations of their suitability to their particular needs.

2. End-to-End Encryption

A key requirement of the HIPAA Security Rule is that sensitive patient data is encrypted end to end during its transmission. This means being encrypted during transit, i.e., when sent in an email or entered into a form, and at rest, i.e., within the data store in which it resides.

In light of this, any software that handles PHI should use strong encryption standards, such as:

Transport Layer Security (TLS – 1.2 or above): for secure transmission of PHI in email and text communications.
AES (Advanced Encryption Standard) 256: the preferred encryption method for data storage as per HIPAA security standards, due to its strength.

3. Access Controls and User Authentication

One of the key threats to the privacy of patient data is access by unauthorized parties. This could be from employees within the organization who aren’t supposed to have access to PHI. In some, or even many, cases, this may come down to lax and overly generous access policies. However, this can result in the accidental compromise of PHI, affecting both a patient’s right to privacy and, in the event patient data is unavailable, operational capability.

Alternatively, the exposure of PHI can be intentional. One on hand, it may be from employees working on behalf of other organizations, i.e., disgruntled employees about to jump ship to a competitor. More commonly, unauthorized access to patient data is perpetrated by malicious actors impersonating healthcare personnel. To prevent the unintended exposure of PHI, HIPAA compliant infrastructure, software and applications must support access control policies, such as:

Role-based access control (RBAC): the restriction of access to PHI based on their job responsibility in handling PHI, i.e.., an employee in billing or patient outreach. A healthcare organization’s security teams can configure access rights based on an employee’s need to handle patient data in line with their role in the company.
Multi-factor authentication (MFA): this adds an extra layer of security beyond user names and passwords. This could include a one-time password (OTP) sent via email, text, or a physical security token. MFA is very diverse and can be scaled up to reflect a healthcare organization’s security posture. This could include also biometrics, such as retina and fingerprint scans, as well as voice verification.
Zero-trust security: a rapidly emerging security paradigm in which users are consistently verified, as per the resources they attempt to access. This prevents session hijacking, in which a user’s identity is trusted upon an initial login and verification. Instead, zero trust continually verifies a user’s identity.
Robust password policies: another simple, but no less fundamental, component of user authentication is a company’s password policy. While conventional password policies emphasize complexity, i.e., different cases, numbers, and special characters, newer password policies, in contrast, emphasize password length.

4. Audit Logs & Monitoring

A key HIPAA requirement is that healthcare organizations consistently track and monitor employee access to patient data. It’s not enough that access to PHI is restricted. Healthcare organizations must maintain visibility over how patient data is being accessed, transferred, and acted upon (copied, altered, deleted). This is especially important in the event of a security event when it’s imperative to pinpoint the source of a breach and contain its spread.

In light of this, HIPAA compliant software must:

Maintain detailed audit logs of all employee interactions with PHI.
Provide real-time monitoring and alerts for suspicious activity.
Support log retention for at least six years, as per HIPAA’s compliance requirements.

5. Automatic Data Backup & Disaster Recovery

Data loss protection (DLP) is an essential HIPAA requirement that requires organizations to protect PHI from loss, corruption, or disasters. With this in mind, a HIPAA-compliant software solution should provide:

Automated encrypted backups: real-time data backups, to ensure the most up-to-date PHI is retained in the event of a security breach.
Comprehensive disaster recovery plans: to rapidly restore data in case of cyber attack, power outage, or similar event that compromises data access.
Geographically redundant storage: a physical safeguard that sees PHI. stored on separate servers in different locations, far apart from each other. So, if one server goes down or is physically compromised (fire, flood, power outage, etc.,) patient data can still be accessed.

6. Secure Messaging and Communication Controls

For software that involves email, messaging, or telehealth, i.e., phone or video-based interactions, in particular, HIPAA regulations require:

End-to-end encryption: for all communications, as detailed above.
Access restrictions: policies that only enable those with the appropriate privileges to view communications containing patient data.
Controls for message expiration: automatically deleting messages after a prescribed time to mitigate the risk of unauthorized access.
Audit logs: to monitor the inclusion or use of patient data.

7. HIPAA Training & Policies

Even the most secure software can be compromised if its users aren’t sufficiently trained on how to use it. More specifically, the risk of a security breach is amplified if employees don’t know how to identify suspicious behavior and who to report it to if an event occurs. With this in mind, it’s prudent to look for software vendors that:

Offer HIPAA compliance and cyber safety awareness training for users.
Implement administrative safeguards, such as usage policy enforcement and monitoring.
Support customizable security policies to align with your organization’s compliance needs.

Shadow IT and HIPAA Compliance

Shadow IT is an instance of an application or system being installed and used within a healthcare organization’s network without an IT team’s approval. Despite its name, shadow IT is not as insidious as it sounds: it’s simply a case of employees unwittingly installing applications they feel will help them with their work. The implications, however, are that:

IT teams are unaware of said application, and how data flows through it, so they can’t secure any PHI entered into it.
The application may have known vulnerabilities that are exploitable by malicious actors. This is all the more prevalent with free and/or open-source software.

While discussing the issue of shadow IT in general, it’s wise to discuss the concept of “shadow AI” – the unauthorized use of artificial intelligence (AI) solutions within an organization without its IT department’s knowledge or approval.

It’s easily done: AI applications are all the rage and employees are keen to reap the productivity and efficiency gains offered by the rapidly growing numbers of AI tools. Unfortunately, they fail to stop and consider the data security risks present in AI applications. Worse, with AI technology still in its relative infancy, researchers, vendors, and other industry stakeholders have yet to develop a unified framework for securing AI systems, especially in healthcare.

Consequently, the risks of entering patient data into an AI system – particularly one that’s not been approved by IT – are considerable. The privacy policies of many widely-used AI applications, such as ChatGPT, state the data entered into the application, during the course of engaging with the platform, can be used in the training of future AI models. In other words, there’s no telling where patient data could end up – and how and where it could be exposed.

The key takeaway here is that entering PHI into shadow IT and AI applications can pose significant risks to the security of patient data, and employees should only use solutions vetted, deployed, and monitored by their IT department.

Best Practices for Choosing HIPAA Compliant Software

Now that you have a better understanding of how to evaluate software regarding HIPAA compliance, here are some best practices to keep in mind when selecting applications to facilitate your patient engagement efforts:

✔ Look for a BAA: quite simply, having a BAA in place is an essential requirement of HIPAA-compliant software. So, if the vendor doesn’t offer one, move on.

✔ Verify encryption standards: ensure the software encrypts PHI both at rest and in transit.

✔ Test access controls: choose HIPAA-compliant software that allows you to restrict access to PHI based on an employee’s role within the organization.

✔ Review audit logging capabilities: HIPAA compliant software should track every PHI interaction. This also greatly assists in incident detection and reporting (IDR), as it enables security teams to pinpoint and contain cyber threats should they arise.

✔ Ensure compliance support: knowing the complexities of navigating HIPAA regulations, a reputable software vendor should provide comprehensive documentation on configuring their solution to match the client’s security needs. Better yet, they should provide the option of cyber threat awareness and HIPAA compliance training services.

✔ Create a List of Software Vendors: combining the above factors, it’s prudent for healthcare organizations to compile a list of HIPAA compliant software vendors that possess the features and capabilities to adequately safeguard PHI.

Choosing HIPAA Compliant Software

Matching the right software to a company’s distinctive workflows and evolving needs is challenging enough. However, for healthcare companies, ensuring the infrastructure and applications within their IT ecosystem also meet HIPAA compliance standards requires another layer of, often complicated, due diligence.

Failure to deploy a digital solution that satisfies the technical, administrative, and physical security measures required in a HIPAA compliant solution exposes your organization to the risk of suffering the repercussions of non-compliance.

If select and deploy the appropriate HIPAA compliant software, in contrast, your options for patient and customer engagement are increased, and you’ll be able to include PHI in your communications to improve patient engagement and drive better health outcomes. Schedule a consultation with one of our experts at LuxSci to discuss whether the software in your IT ecosystem meets HIPAA regulations. and how we can assist you in ensuring your organization is communicating with patient and customers in a HIPAA compliant way.

Pete Wermter

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

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Rethinking HIPAA Compliant Email – Not Just a Checkbox

January 20, 2026
Pete Wermter

The compliance-only mentality is outdated.

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

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

What Makes Email Truly HIPAA Compliant?

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

Use encryption at all times

Be access-controlled

Include audit logs

Be stored and transmitted in a secure manner

Provide a Business Associate Agreement

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

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

The Real Opportunity – Secure, Personalized Email with PHI

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

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

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

Real Business Results from Secure Email

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

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

The Healthcare Marketer’s Secret Weapon: Using PHI Responsibly

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

Meeting the Personalization Demands of Today’s Patients and Customers

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

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

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

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

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

Why LuxSci? The Infrastructure Behind the Performance

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

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

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

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

FAQs

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

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

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

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

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

Most Popular LuxSci Blog Posts of 2025

December 30, 2025
Pete Wermter

As we close out 2025, healthcare communicators, IT and compliance leaders, and digital marketers face an ever-changing landscape of security threats, regulatory updates, and technology innovations. At LuxSci, we’re committed to helping you with continuous updates and guidance on the future of secure healthcare communications.

In case you missed it, or need a refresh, below are some of our most popular blog posts from 2025. Enjoy!

1. Improve Email Engagement and Marketing Results with Automated Workflows

Automated workflows are transforming how healthcare organizations engage patients and customers — enabling dynamic, event-driven campaigns that easily scale your outreach and keep you HIPAA compliant. In this post, we introduce LuxSci’s Automated Workflows capability for our Secure Marketing healthcare solution. Learn how sequence-based journeys can personalize outreach and optimize engagement with behavior-based triggers that improve campaign performance — without sacrificing data security.

Read the full post: LuxSci Enhances Secure Marketing with Automated Workflows

2. Healthcare Email Threat Readiness Strategies

Email remains a frontline channel for healthcare communications, and a prime target for cyber threats and criminals. This deep-dive into email threat readiness strategies covers essential practices like continuous monitoring, business continuity planning, and workforce training to mitigate email-borne security risks. Whether you’re responsible for clinical systems, marketing, or enterprise IT, this post provides a strategic playbook to strengthen your defenses, while maximizing your results.

Read the full post: Healthcare Email Threat Readiness Strategies

3. HIPAA Compliant Email — 20 Tips in 20 Minutes

For practical guidance you can apply right now, this on-demand webinar distills 20 key tips for HIPAA-compliant email across technical, legal, and operational domains. Whether you’re refining your infrastructure, improving deliverability, or modernizing your data security posture in 2026, this resource is a time-efficient way to elevate your compliance and security.

Read the post and watch the webinar on demand: HIPAA Compliant Email: 20 Tips in 20 Minutes

4. Is SendGrid HIPAA-Compliant? What You Should Know

Choosing the right email provider matters, especially when Protected Health Information (PHI) is at stake. In this post, we examine SendGrid’s capabilities in the context of HIPAA compliance, outline what it takes to send PHI securely, and offer guidance on evaluating third-party services for secure healthcare email and communication needs.

Read the full post: Is SendGrid HIPAA-Compliant?

5. LuxSci Shines in G2 Winter 2026 Reports

Customer feedback matters to LuxSci. In this post, we share the most recent news about LuxSci’s performance in the G2 Winter 2026 Reports, where we earned 20 badges across categories like Email Security, Encryption, Gateway, and HIPAA-Compliant Messaging. These reviews reflect not just product excellence, but trust from real users, which we work hard to build every day!

Read the full post: LuxSci Shines in G2 Winter 2026 Reports

Looking Ahead to 2026

We look forward to providing more information and insights on secure healthcare communications in the coming year, including the latest on HIPAA compliant email, PHI security, healthcare marketing, threat readiness, and personalized engagement. In the meantime, if you’re not already, follow us on LinkedIn below, and we’ll see you here in 2026!

Follow LuxSci on LinkedIn

LuxSci Welcomes Angel Mazariegos as Head of Finance

December 9, 2025
Pete Wermter

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

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

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

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

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

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

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

December 4, 2025
Pete Wermter

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

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

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

Why G2 Matters

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

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

What We Earned in Winter 2026

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

Grid Leader
Highest User
Best Support
Best Estimated ROI

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

Awards Reflect Our Commitment to Customer Success

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

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

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

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

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

Why Is Marketing Important to a Medical Practice?

October 7, 2024
Erik Kangas

Marketing helps medical practices attract new patients, retain existing ones, build their reputation, and communicate their value in competitive healthcare markets. Effective practice marketing increases patient awareness of available services, educates communities about health topics, and establishes trust with potential patients. A strategic marketing approach allows practices to grow sustainably while maintaining focus on quality patient care.

Patient Acquisition and Practice Growth

Medical practices depend on a consistent stream of new patients to maintain financial health and expand their services. Marketing campaigns that present specialties, physician credentials, and treatment approaches help differentiate a practice from local competitors. When potential patients search for healthcare providers online, digital marketing ensures the practice appears in relevant local results. Many successful practices implement referral programs where current patients recommend services to friends and family, creating organic growth. Geographic expansion becomes possible when marketing targets new communities or demographic groups with specific healthcare needs. Without effective marketing, even excellent medical practices can struggle to maintain optimal patient volume.

Strengthening Patient Relationships

Patient relationships flourish beyond initial appointments when practices implement thoughtful marketing strategies. Regular health newsletters educate patients about relevant medical topics while keeping the practice top-of-mind between visits. Automated appointment reminders decrease no-shows and demonstrate respect for patients’ time commitments. Many practices find that personalized communications acknowledging birthdays or health milestones create meaningful connections that patients appreciate. Effective promotion of patient portal features increases engagement with health information and simplifies administrative interactions. Maintaining existing patient relationships through marketing typically costs less than acquiring new patients. Patient loyalty translates to word-of-mouth recommendations that benefit practices more than most paid advertising.

Building Practice Reputation

In competitive healthcare markets, reputation directly influences which providers patients choose to visit. Consistent marketing messages about quality care and positive patient experiences shape public perception over time. Patients increasingly research providers online before making appointments, making reputation management across review platforms essential for practice success. A professional website featuring physician backgrounds, facility information, and patient stories establishes credibility with potential new patients. Local involvement through community health initiatives or event sponsorships builds goodwill while increasing practice visibility. Prospective patients often form their first impression of a practice long before any clinical interaction occurs. Medical practices with solid reputations attract more patients and qualified clinical staff seeking respected work environments.

Service Awareness and Education

Patients frequently remain unaware of many services available at medical practices they already visit regularly. Marketing campaigns presenting specialized treatments, technologies, or expanded services help patients understand all available care options. Educational content addressing when to seek care for specific symptoms empowers patients to make appropriate healthcare decisions. Seasonal health communications about topics like flu prevention or sun safety address timely concerns while promoting preventive visits. When patients understand the full range of available services, they make more informed choices about their healthcare needs. Practice revenue becomes more consistent when patients utilize appropriate services based on marketing education. The combination of better-informed patients and optimized service utilization benefits both medical outcomes and practice sustainability.

Communicating Practice Changes

The healthcare landscape continuously evolves through provider changes, location expansions, and technological advancements. Marketing creates structured communication channels to inform patients about these developments without causing confusion. New physician announcements help build patient panels quickly when practices expand their medical teams. When practices open additional locations, targeted geographic marketing builds awareness in new service areas. Insurance network changes require clear, timely communication to affected patients to prevent appointment surprises. The introduction of telehealth services depends on effective marketing to achieve patient adoption and utilization. Practices that communicate changes clearly maintain patient confidence during transitions and prevent unnecessary anxiety. Throughout healthcare evolutions, marketing provides the link between practice advancements and patient awareness.

Measuring Practice Performance

Marketing activities generate valuable data that shows a practice’s market position and operational performance. Patient satisfaction surveys reveal service strengths and improvement opportunities that might otherwise remain hidden. Website analytics identify which services generate the greatest public interest, helping practices allocate clinical resources appropriately. Campaign tracking metrics connect specific marketing investments to appointment bookings and revenue generation. Understanding referral sources helps practices identify which professional relationships and community connections drive patient growth. Practice leadership makes more informed business decisions when marketing data supplements clinical quality measures. The combination of marketing metrics and clinical outcomes provides full insight into overall practice performance from multiple perspectives.

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

June 24, 2025
Pete Wermter

Healthcare marketers and compliance professionals—this one’s for you.

LuxSci’s latest on-demand webinar, HIPAA Compliant Email Marketing: 20 Tips in 20 Minutes, delivers practical, fast-paced guidance to help you run secure, compliant, and results-driven healthcare email marketing campaigns.

Watch the Webinar

What You’ll Learn

The session is packed with actionable insights to help you safely navigate the world of HIPAA compliant email marketing, including:

How to leverage PHI safely and effectively for email personalization
Best practices for email messaging and content
Tips for segmenting and targeting audiences to boost engagement
How to stay HIPAA compliant
Automation and list-building strategies for smarter workflows
How to avoid common compliance pitfalls and reduce risk
Technical tips for email encryption, access protocols, and email retention and storage

Whether you’re leading digital strategy, building campaigns, or ensuring HIPAA compliance for your healthcare marketing efforts, this webinar provides timely and useful information on secure healthcare communications and what you need to know to keep you business safe and your patient data secure.

At LuxSci, we empower healthcare providers, payers, and suppliers to personalize their healthcare engagement efforts and better connect with patients and customers—securely, compliantly, and effectively.

Watch the Webinar

HIPAA Email Rules: What You Need to Know

October 16, 2024
LuxSci

The Health Insurance Portability and Accountability Act (HIPAA) is a complicated law that defines the standards for the secure collection, transmission, and storage of protected health information (PHI). When information is stored or exchanged electronically, the HIPAA Security and Privacy Rules require covered entities, i.e., organizations that handle PHI, to safeguard its integrity and confidentiality.

One of the most common ways that PHI is shared electronically is via email, so understanding HIPAA email rules is essential for achieving compliance and protecting sensitive data.

The HIPAA Email Security Rule

It’s important to note that HIPAA does not require the use of any specific technology or vendor to meet its requirements. Generally speaking, the Security Rule requirements for email fall into four categories:

Organizational requirements state the specific functions a covered entity must perform, including implementing policies, procedures and obligations concerning business associate agreements (BAAs).
Administrative requirements relate to employee training, professional development, and management of PHI.
Physical safeguards encompass the security of computer systems, servers, and networks, access to the facility and workstations, data backup and storage, and the destruction of obsolete data and HIPAA email archiving.
Technical safeguards ensure the security of email data transmitted over an open electronic network and the storage of that data.

Let’s move on to discussing some of the main requirements that apply to email and the steps you need to take to secure email accounts that transmit and store PHI.

HIPAA Email Rules: Compliance Checklist

While encryption gets most of the spotlight during discussions on email security, the HIPAA email rules, in contrast, cover a range of behaviors, controls, and services that work together to address eight key areas:

Access
Encryption
Backups and Archival
Defense
Authorization
Reporting
Reviews and Policies
Vendor Management

Let’s look at each aspect of HIPPA’s email rules in greater detail.

1. Access

Access controls help safeguard access to your email accounts and messages. Implementing access controls is essential to keep out unauthorized users and secure your data, with key steps including:

Using strong passwords that cannot be easily guessed or memorized – and changing them frequently, e.g. every 30 days.
Creating different passwords for different sites and applications.
Enabling multi-factor authentication (MFA).
Securing connections to your email service provider using TLS and a VPN.
Blocking unencrypted connections.
Pre-emptively installing software that remotely wipes sensitive email off your mobile device when it is stolen or misplaced.
Logging off from your system when it is not in use and when employees are away from workstations.
Emphasizing opt-out email encryption to minimize breaches resulting from human error.

2. Encryption

Email is inherently insecure and at risk of being read, stolen, intercepted, modified, and forged (repudiated). Covered entities should go beyond the technical safeguards of the HIPAA Security Rule and take steps that exceed what is required to futureproof their communications. Email encryption features to adopt include the following:

The ability to send secure messages to anyone with any email address.
The ability to receive secure messages from anyone.
Implementing measures to prevent the insecure transmission of sensitive data via email.
Exploring message retraction features to retrieve email messages sent to the wrong address.
Avoiding opt-in encryption to satisfy HIPAA Omnibus Rule.

3. Backups and Archival

HIPAA email rules require copies of messages containing PHI to be retained for at least six years. In light of this, organizations must consider the following:

How are email folders backed up?
Are there at least two different backups at two different geographical locations? Additionally, the processes updating these backups should be independent of each other as a measure against backup system failures.
Have you maintained separate, permanent, and searchable archives? While the emails should be tamper-proof, with no way to delete or edit them, they should be easily retrievable to facilitate discovery, comply with audit requests, and support business-critical scenarios.

4. Defense

Cyber threats against healthcare organizations are continually on the increase. Some may be surprised to learn that HIPAA compliant email rules mandate that organizations take steps to defend against possible malicious actors. With this in mind, consider implementing the following technologies:

Server-side inbound email malware and anti-virus scanning to detect phishing messages and malicious links.
Showing the sender’s email address by default on received messages.
Email filtering software to detect fraudulent messages and ensure it uses Sender Policy Framework (SPF), DomainKeys Identified Mail (DKIM), and Domain-based Message Authentication, Reporting and Conformance (DMARC) information to classify messages.
Scanning outbound email.
Scanning workstations for malware, i.e., viruses, ransomware, etc.
Using plain text previews of your messages.

5. Authorization

A critical aspect of HIPAA’s email rules is ensuring that cybercriminals cannot impersonate your company or employees. Configuring your domains with SPF and DKIM is essential to verify your identity as an authorized sender of mail from your domains. Also, ensure that users cannot send messages through your email servers without authentication and encryption.

6. Reporting

Setting accountability standards for email security is essential to establishing and strengthening your HIPAA compliance posture. Important steps to take include:

Creating login audit trails.
Receiving login failure and success alerts.
Auto-blocking known attackers.
Maintaining a log of all sent messages.

7. Reviews and Policies

Humans are the greatest vulnerability to any security and compliance plan, so creating policies and procedures that focus on plugging vulnerabilities and preventing human errors is essential. Strategies for reducing risk include:

Inviting independent third parties to review your email policies and user settings. Fresh, unbiased eyes can discover existing issues quickly.
Preventing devices that connect to sensitive email accounts from connecting to public WiFi networks.
Creating email policies prohibiting users from clicking on links or opening attachments that are not expected or requested.

8. Vendor Management

Most companies do not manage their email in-house, so it’s crucial to thoroughly research and vet whoever will be responsible for your email services. Perform an annual review of your email security and stay on top of emerging cybersecurity threats to take proactive action and for continued compliance with HIPAA email rules.

LuxSci’s secure high-volume email and marketing solutions are designed to help healthcare organizations tackle complicated HIPAA email rules and automate the compliance process. Contact us today to learn more about how our industry-leading HIPAA complaint email services can help you better secure your customer PHI and keep you in compliance.

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.