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Is ActiveCampaign HIPAA Compliant?

Email HIPAA Compliance

ActiveCampaign is a cloud-based marketing automation platform that helps organizations manage their email marketing, customer relationships, and sales automation, and it can be HIPAA compliant for enterprise deployments. The platform’s automation capabilities enable organizations to streamline their workflows and carry out marketing campaigns with less administrative overhead, saving both time and money. Additionally, ActiveCampaign’s advanced segmentation tools allow companies to personalize campaigns according to demographics, behavior, and past interactions.

While these capabilities are highly sought after by healthcare organizations who want to enhance their engagement with patients and customers, they require one characteristic above all in their marketing platform of choice: HIPAA compliance.

More specifically, for a company to send electronic protected health information (ePHI) through an email marketing platform, it must comply with the Health Insurance Portability and Accountability Act (HIPAA).

Let’s take a closer look

Is ActiveCampaign HIPAA Compliant?

Firstly, to address the question directly – is ActiveCampaign HIPAA compliant? – it is not HIPAA-compliant by default. Healthcare organizations can only conduct HIPAA compliant marketing campaigns if they are signed up for the Enterprise version of the solution.

Our findings revealed that companies are required to configure ActiveCampaign accordingly to ensure HIPAA compliance. Again, that healthcare organizations need to ensure compliance themselves – and how they do so – isn’t made 100% clear in any of the company’s literature.

ActiveCampaign’s Security Features

ActiveCampaign does not provide message-level encryption for outbound campaign emails (e.g., portal-based pickup or enforced encryption to recipients), so you generally should not put PHI in the body of campaign emails. This limits your ability to engage patients with personalized and relevant messages that result in more opens, clicks and conversions.ActiveCampaign’s sole mention of HIPAA compliance is on their security features page, on which they state:

ActiveCampaign is heavily focused on GDPR, SOC 2, and HIPAA compliance. We constantly improve our security to go above and beyond compliance standards.”

Now, while they don’t go into further detail, ActiveCampaign does indeed feature some security controls that lend themselves towards HIPAA compliance. These include:

  • Single Sign-On (SSO): users can sign into ActiveCampaign through an existing identity provider, such as Google, without requiring a separate set of credentials. This helps protect data through stronger access control and allows for simpler user authentication.
  • Multi-Factor Authentication (MFA): ActiveCampaign supports MFA, requiring users to verify their identity through text or time-based one-time password (TOTP) authentication. This adds another layer of security, in line with HIPAA regulations, and is something that could be more emphasized if changes to the Security Rule come into effect later this year. 
  • Automatic Session Timeouts: idle sessions are automatically logged out after a short amount of time: protecting them from session hijacking and related cyber threats. 

Additionally, users are responsible for setting up the proper email authentication protocols themselves, including:

  • SPF (Sender Policy Framework): Specifies authorized mail servers for your domain.DKIM (DomainKeys Identified Mail): Adds a digital signature to your emails, verifying their authenticity.DMARC (Domain-based Message Authentication, Reporting & Conformance): Provides instructions to email providers on handling messages that fail SPF or DKIM checks.

Setting up these protocols helps fight against email spoofing and phishing attacks, ensuring that your emails are recognized as legitimate by recipients’ mail servers.

Will ActiveCampaign Sign a BAA?

Now, even with some security features and stating they are focused on compliance, a marketing platform can’t truly comply with HIPAA regulations unless they sign a Business Associate Agreement (BAA).

ActiveCampaign’s BAA availability appears limited and may depend on plan level; confirm directly with ActiveCampaign.

Discover HIPAA Compliant Alternatives to ActiveCampaign

As this post illustrates, while it is possible to make ActiveCampaign HIPAA compliant, it’s not straightforward. Fortunately, there are alternative email and marketing solutions that are fully HIPAA-compliant – out-of-the-box – removing the guesswork and ambiguity from securing your digital communications and allowing you to focus on engaging with your patients and customers. This includes LuxSci Secure Marketing, which enables healthcare organizations to proactively reach patients and customers with HIPAA compliant email marketing campaigns that can securely include PHI for increased engagement, lead generation and sales.

Discover how LuxSci can elevate your secure healthcare engagement efforts with PHI data, resulting in better health outcomes for your patients, in addition to enhancing your brand identity and achieving your company’s growth objectives. Reach out today for a call or demo.

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HIPAA Compliant Email

Rethinking HIPAA Compliant Email – Not Just a Checkbox

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 NoticesReplace 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.

HIPAA compliant email

Most Popular LuxSci Blog Posts of 2025

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

HIPAA compliant email

LuxSci Welcomes Angel Mazariegos as Head of Finance

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

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

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

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

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

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

HIPAA Compliant Email

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

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

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

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

Why G2 Matters

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

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

What We Earned in Winter 2026

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

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

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

Awards Reflect Our Commitment to Customer Success

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

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

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

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

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

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HIPAA secure email

What is a HIPAA Secure Email?

A HIPAA secure email is a specialized communication system that protects protected health information during electronic transmission through encryption, access controls, audit logging, and other security features required for regulatory compliance. HIPAA secure email platforms enable healthcare organizations to send sensitive patient information while meeting privacy and security standards established by federal healthcare regulations. Healthcare providers, payers, and suppliers use HIPAA secure email to communicate with patients, business partners, and other healthcare organizations without risking privacy violations or security breaches. Understanding what makes HIPAA secure email different from standard email helps organizations select appropriate communication tools and maintain compliance with healthcare privacy regulations.

Core Security Features of HIPAA Secure Email

HIPAA secure email systems include end-to-end encryption that transforms readable messages into coded format during transmission and storage. This encryption ensures that only authorized recipients with proper decryption keys can access message content and attachments. Transport Layer Security protocols protect email communications during transmission between servers, while message-level encryption secures content even when stored on email servers. Multi-factor authentication verifies user identities before granting access to email systems, requiring additional verification beyond standard passwords. Access controls limit which users can send emails to external recipients and specify what types of information can be included in different message categories. Automatic session timeouts prevent unauthorized access when users leave workstations unattended, while secure password requirements protect user accounts from unauthorized access.

Administrative Controls and User Management

HIPAA secure email platforms provide centralized administration tools that allow IT teams to manage user accounts, configure security policies, and monitor compliance across the organization. Role-based permissions ensure that staff members can only access email functions appropriate to their job responsibilities and organizational roles. User provisioning and deprovisioning processes control access to email systems when staff members join or leave the organization. Policy enforcement mechanisms automatically apply security settings based on message content, recipient types, and organizational rules. Administrative dashboards provide real-time visibility into email security metrics, user activity patterns, and potential policy violations. Centralized logging captures all administrative activities, creating audit trails that demonstrate compliance with regulatory requirements and organizational policies.

Audit and Compliance Tracking Capabilities

Comprehensive audit logging tracks all activities within HIPAA secure email systems, creating detailed records of message transmission, recipient access, and user behavior patterns. These logs include information about who sent messages, when they were transmitted, what attachments were included, and how recipients accessed the content. Audit trails help organizations demonstrate compliance during regulatory reviews and investigate potential security incidents. Log retention policies ensure that audit information remains available for required periods while protecting stored data from unauthorized modification or deletion. Automated reporting features generate compliance reports and alert administrators to unusual email patterns or potential security concerns. Regular audit log reviews help identify training needs and process improvements for email security practices across the organization.

Integration with Healthcare Systems and Workflows

HIPAA secure email solutions integrate with electronic health record systems, practice management platforms, and other healthcare applications to streamline communication workflows. These integrations allow users to send secure messages directly from patient records or billing systems without switching between multiple applications. Automated triggers generate secure email notifications for appointment reminders, lab results, billing communications, and other routine patient interactions. Application programming interfaces enable custom integrations with specialized healthcare software used by different types of organizations. Single sign-on capabilities allow users to access email functions using their existing healthcare system credentials, reducing password management burden and improving user experience. Integration features help maintain productivity while ensuring that all communications involving protected health information remain secure.

Patient Communication and External Messaging

HIPAA secure email platforms include patient portal functionality that enables secure two-way communication between healthcare organizations and their patients. Patients can access secure portals to read messages, respond to communications, and download documents without requiring special software installations. Portal notifications alert patients when new messages arrive while maintaining privacy protections throughout the communication process. External messaging capabilities allow secure communication with business partners, referring physicians, and other healthcare organizations that may use different email systems. Message delivery confirmation and read receipts provide verification that important communications reached intended recipients and were accessed appropriately. Secure message forwarding ensures that communications can be shared with authorized parties while maintaining encryption and audit trail integrity.

Implementation and Deployment Considerations

Healthcare organizations implementing HIPAA secure email need to consider data migration from existing email systems, staff training requirements, and integration with current technology infrastructure. Planning processes should include security risk assessments, workflow analysis, and stakeholder input to ensure selected solutions meet organizational communication needs. Pilot deployments allow organizations to test functionality and identify potential issues before full implementation across all departments. Change management strategies help staff adapt to new email security procedures and software interfaces while maintaining productivity and patient care quality. Technical support during implementation ensures that integration challenges are resolved quickly and security configurations meet organizational requirements. Post-deployment monitoring verifies that HIPAA secure email systems perform as expected and continue meeting compliance obligations as organizational needs change over time.

b2b medical marketing

What Does B2B Marketing Help Healthcare Vendors Accomplish?

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

Early Movement in the Buyer Relationship

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

The Influence of Operational Structure

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

Regulatory Considerations in Vendor Communication

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

Reliability Expectations Within Clinical Settings

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

Perspectives That Influence Internal Decision Making

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

The Role of Educational Content in Vendor Outreach

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

Use After Adoption

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

Documentation Supporting Review Processes

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

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

LuxSci Secure Patient Engagement

How to Improve Patient Engagement with Secure Communications

As people demand more personalized experiences from their healthcare companies and providers, patient engagement is increasingly emerging as a top priority. With increasing demands for digital-first interactions and more connected healthcare journeys from their patients and customers, healthcare organizations must evolve their communication strategies to meet these new expectations. In fact, more than ever, today’s healthcare patients and customer expect the same efficient and personalized experiences that they have with other businesses, including retail and financial services.

In this article, we explore two key strategies for improving patient and customer engagement: employing a multi-channel approach and personalization. We’ll show you how each concept improves your communication strategy, while ensuring HIPAA compliance at the same time.

The Growing Importance of Patient Engagement

Today’s healthcare industry is undergoing significant changes – some might even call it outright disruption. With new and varied services like Telehealth, Remote Care, In-Home Care, Connected Care, Value-Based Care, and more, clear and targeted communication has never been more vital for effectively improving patient engagement and driving greater levels of participation in an individual’s healthcare journey.

Another key thing to bear in mind is that today’s patients and customers already have increasing expectations for convenient, personalized, and secure interactions with their healthcare providers. According to a report from McKinsey & Company, over 70% of patients prioritize the ability to communicate with their healthcare providers, payers and suppliers through their preferred channels. However, these preferences vary significantly across age groups, highlighting the importance of a multi-channel communication strategy; let’s explore those preferences now.

Patient Engagement Preferences by Age Group

The chart below, compiled from recent research findings, highlights the varying communication channel preferences by age group, helping healthcare companies craft their engagement strategies accordingly:

Channel
  Gen Z (18-25)
  Millennials (26-40)
  Baby Boomers (57-75)
Phone 10% 35% 55%
Email 20% 35% 45%
Text 40% 45% 15%
Patient Portals 30% 45% 25%
Face-to-Face 15% 25% 60%

 

By understanding these differences, healthcare organizations can implement and continually refine multi-channel marketing strategies that cater to the unique preferences of each demographic group. Key takeaways include:

  • Baby Boomers (57 – 75 years old) still prefer phone calls (55%) and face-to-face interactions (60%), though there is preference in email (45%) for certain types of communication, such as appointment reminders and post-care instructions.
  • Millennials (26 – 40 years old) tend to favor asynchronous methods that fit into their busy schedules, i.e., phone, text, and email. This age group is tech-savvy, with half also using patient portals for managing their healthcare options.
  • As digital natives, Gen Z patients lean heavily toward digital channels, with text messaging (40%) and patient portals (30%) as top choices. They, more than any other group, expect fast, responsive communication, which makes secure, real-time digital options essential.

Catering to patients’ communication channel preferences ensures they feel better heard and, as a result, more valued. This will result in them becoming more involved in their healthcare journey, leading to higher rates of satisfaction, being more receptive to new services or products, and, most importantly, better health outcomes.

Multi-Channel Communication: Meeting Patients Where They Are

Healthcare providers, payers and suppliers need a multi-channel strategy, that incorporates email, text, patient portals, and phone calls to match the different communication preferences of their diverse patient and customer bases.

A single-channel, or siloed, approach is far less effective, as each demographic interacts with healthcare providers in unique ways. In light of this, offering communication options across multiple channels makes it easier to reach patients – and for them to participate in their healthcare journeys on their preferred terms.

Benefits of multi-channel communication include:

  • Increased Engagement: Patients and customer are more likely to respond and engage through their preferred communication method, whether that’s by text, email, portal or over the phone.
  • Improved Satisfaction: receiving timely, personalized updates makes patients feel more connected and satisfied with care.
  • Better Adherence to Care Plans: patients who receive reminders or follow-ups through their preferred channels are more likely to adhere to care plans, attend appointments, and follow medical advice.
  • Upselling and Cross-Selling Opportunities: when healthcare providers and suppliers connect with patients and customers over the channel of their choice they are more likely to reach their target audience and attract qualified prospects for new services and products, as well as upgrades to existing ones.

Take Personalization Further by Using PHI in Communications

After unprecedented numbers of people were forced to adapt to digital solutions during the COVID-19 pandemic, personalization is no longer optional or “a nice to have” – but an expectation among patients and customers. The healthcare industry is no exception to this with personalized communications greatly enhancing efficiency and driving favorable outcomes.

Securely harnessing protected health information (PHI) is critical to effective personalization across a broad range of use cases, including care management, marketing and preventative care. It’s important to appreciate, however, that personalization in healthcare engagement goes beyond merely addressing patients by their names; it includes tailoring messages, reminders, renewals, recommendations, and offers based on their medical history, treatment plans, personal characteristics (age, gender, etc.), and ongoing health needs.

Examples of PHI-driven personalization include:

  • Appointment Reminders: personalized reminders based on the patient’s treatment plan can reduce no-show rates.
  • Post-Procedure Follow-Ups: securely sending follow-up instructions and health updates specific to the patient’s condition leads to better adherence and recovery rates.
  • Targeted Preventative Care Campaigns: using patient data to create campaigns around vaccinations, screenings, annual tests, or chronic disease management helps address individual health needs.
  • Marketing campaigns: delivering targeted campaigns to highly segmented groups of patients and customers, e.g., offers for the latest in-home blood pressure monitor for patients suffering from hypertension.

However, using PHI in communications requires strict adherence to HIPAA regulations and a broad set of data security safeguards and best practices. LuxSci’s Secure Healthcare Communications Suite enables healthcare organizations to safely use PHI in digital communications, ensuring compliance for email, text, marketing and data collection forms, while providing all the required functionality for personalizing your communications to create the desired impact. 

Why Secure Healthcare Communication is Crucial

Data breaches in the healthcare industry are consistently on the rise, and, unfortunately, they show no signs of abating. In fact, between 2009 and 2023, healthcare data breaches resulted in the exposure of more than a half billion patient records.  Healthcare companies are prime targets for cyberattacks, because of the sensitivity of the data they possess and the critical importance of their services.

Consequently, the fines for healthcare companies that fail to sufficiently protect PHI and fall victim to data breaches can extend into the millions.  The reputation damage, however, can be far more costly, with it often being beyond repair.

LuxSci is the most experienced provider of HIPAA-compliant email and secure healthcare communication solutions, working with organizations of all sizes: from local and regional practices to large healthcare systems, providers and suppliers, including Athenahealth, Delta Dental, 1800 Contacts, and Rotech Healthcare.

Our comprehensive HIPAA-compliant communications platform includes:

  • HIPAA-Compliant Email: send millions of secure emails every month with our Secure High Volume Email solution, or make your Google Workspace or Microsoft 365 email HIPAA-compliant with our Secure Gateway Product
  • Secure Text Messaging: reach patients quickly and securely with appointment reminders, health updates, and other communications via text. Connect them directly into their patient portals via their desktop or mobile device —with no application installation required.
  • Secure Marketing: proactively connect with your customers with HIPAA-compliant email marketing campaigns for increased engagement, lead generation and sales.
  • Secure Forms: safely collect, store, access and analyze PHI data from patients to optimize workflows and generate insights that allow you to refine your long-term strategies.

If you’d like to learn more about how to take your patient and customer engagement to the next level, all while remaining compliant with HIPAA regulations, contact us today!

Is Microsoft Outlook HIPAA compliant?

Is Microsoft Outlook HIPAA Compliant? Understanding Microsoft Email Security

Microsoft Outlook is one of the most widely used email platforms, including in healthcare, but is it truly HIPAA-compliant? The answer isn’t straightforward. While Outlook, and the entire Microsoft 365 application suite, offer security features that can support HIPAA compliance, they are not inherently compliant out of the box. 

Healthcare organizations must actually take additional measures to ensure they meet HIPAA’s stringent requirements before they can transmit electronic protected health information (ePHI) in their email communications – without risking the consequences of non-compliance. 

With this in mind, this post examines Microsoft 365 and Microsoft Outlook’s security capabilities, where and how they fall short of compliance standards, and, subsequently, how to secure each application in accordance with HIPAA regulations. 

Understanding HIPAA Compliant Email Requirements

HIPAA compliant email requires healthcare organizations to implement a series of technical, administrative, and physical safeguards to protect the sensitive patient data that they’ve amassed during the course of their operations – and are legally obliged to secure it in transit and at rest. Taking a brief look at each category in turn, these safeguards include: 

Technical

  • Encryption: converting ePHI into an unreadable format.
  • Access controls: ensuring only authorized personnel can access patient data.
  • Audit logs: tracking who has accessed ePHI and what they did with it.

Administrative

  • Risk assessments: identifying and categorizing risks to ePHI and implementing mitigation measures.
  • Workforce training: educating employees, especially those who handle ePHI, on how to identify cyber threats, e.g, phishing, and how to respond. 
  • Business Associate Agreements (BAAs): a required document for HIPAA compliance that outlines each party’s responsibility and liability in protecting patient data.

Physical safeguards: 

  • Securing servers: preventing access to the servers on which ePHI resides.
  • Restricting device access: implementing measures to keep malicious actors from accessing employee devices, should one fall into their hands.
  • Implementing screen locks: a simple, yet effective, form of device access control is setting them to lock after a few seconds of inactivity.

What Security Features Do Microsoft 365 and Microsoft Outlook Have?

Before detailing how Microsoft 365 and Microsoft Outlook do not meet HIPAA’s standards by default, let’s look at its security features:

1. Encryption and Data Protection

Microsoft 365 offers several encryption options, including:

  • TLS: Transport Layer Security (TLS) secures email in transit but does not encrypt emails at rest; if a recipient’s email server does not support TLS, messages may be sent in plaintext.
  • Office Message Encryption (OME): Office Message Encryption (OME) allows users to send encrypted messages, but it requires recipients to log in to a Microsoft account or use a one-time passcode. OME integrates with Microsoft 365’s Purview Message Encryption feature, which incorporates encryption, Do Not Forward, and rights management. 
  • BitLocker Encryption: Encrypts data at rest within Microsoft’s cloud infrastructure.
  • Azure Information Protection: a cloud-based solution that allows users to classify, label, and protect data based on its sensitivity.

While these encryption methods provide some security, they lack the flexibility and automation needed to ensure consistent HIPAA compliance, especially for high-volume email campaigns.

2. Access Controls & Authentication

Microsoft 365 and Microsoft Outlook include access controls, such as role-based permissions and device management policies, and user authentication measures such as Multi-Factor Authentication (MFA). However, organizations must actively manage and enforce these policies to prevent breaches.

3. Audit Logging & Compliance Reporting

Microsoft provides audit logging and reporting tools via the Microsoft Purview Compliance Portal. These logs help organizations track access to ePHI, but proper configuration is required to ensure that HIPAA-required retention policies are met.

4. Business Associate Agreement

One of the distinguishing features of using Microsoft 365 and Microsoft Outlook is that the company will sign a Business Associate Agreement (BAA) with healthcare organizations. However, the Microsoft BAA only applies to specific Microsoft 365 services that meet HIPAA requirements, such as Outlook, Exchange Online, and OneDrive – while apps like Skype may not be covered. 

This means healthcare organizations must carefully configure Microsoft 365 to use only HIPAA-covered services and apply security controls like encryption, access restrictions, and audit logging. 

How Microsoft Outlook and Microsoft 365 Fall Short of HIPAA Regulations

Despite Microsoft 365 and Outlook’s comprehensive security features, out of the box, they still lack a series of capabilities and configurations that prevent them from being fully HIPAA-compliant. 

  1. No End-to-End Encryption: TLS protects emails in transit, but messages may be readable on recipient servers if they don’t support TLS, exposing ePHI.
  2. Lack of Automatic Encryption: Microsoft 365 requires users to manually apply encryption settings for emails containing sensitive data, increasing the risk of human error and falling victim to data breaches.
  3. Key management issues: healthcare organizations must rely on Microsoft’s encryption key management, rather than maintaining full control over their own keys.
  4. Lack of recipient flexibility: OME requires recipients to authenticate via Microsoft accounts, which can be cumbersome for patients and other third-parties.
  5. Limited DLP Enforcement: Outlook’s default settings don’t prevent ePHI from being sent unencrypted without proper data loss prevention (DLP) rules.
  6. Audit Logging Gaps: while Microsoft 365 logs activity, they must be reviewed and retained properly to meet HIPAA guidelines.


To bridge these security gaps, healthcare organizations need an additional layer of protection.

In short, Microsoft 365 and Microsoft Outlook are not HIPAA-compliant out of the box, and healthcare companies should fully understand the implications and steps needed before using them for HIPAA compliant email communications and campaigns. However, unlike other leading email platforms, such as Mailchimp and SendGrid, they can be made HIPAA-compliant.

How LuxSci Makes Microsoft 365 and Microsoft Outlook Email HIPAA-Compliant

If your organization relies on Microsoft 365 or Microsoft Outlook for its email communications, LuxSci can streamline the process of making the platform HIPAA compliant – better-securing ePHI in the process and helping you avoid the consequences of a compliance shortfalls and a data breach.. 

LuxSci’s HIPAA compliant email features were specially designed with the security needs of healthcare organizations in mind, and include:

1. Automatic, End-to-End Email Encryption

LuxSci’s SecureLine™ encryption dynamically applies the strongest available encryption, including TLS, PGP and S/MIME,  based on the recipient’s server’s security posture and capabilities, ensuring that every email remains secure without manual intervention, and reducing human error.

2. Seamless Integration with Microsoft 365

With LuxSci’s Secure Email Gateway, organizations can continue using Microsoft 365 and Microsoft Outlook for email, while benefiting from automated encryption, outbound email filtering, and advanced compliance logging, where logs are retained per HIPAA’s strict requirements.

3. Dedicated, HIPAA-Compliant Infrastructure

LuxSci offers dedicated email servers with full control over encryption keys, ensuring compliance with HIPAA and other data privacy regulations, such as GDPR and HITRUST. This is particularly important for organizations needing high-volume email security without performance bottlenecks.

4. Secure Patient Communication & Forms

Beyond email encryption, LuxSci provides Secure Forms and Secure Text, allowing healthcare providers, payers and suppliers to safely collect sensitive patient data and improve patient engagement and workflows. 

Talk to Our Experts Today

If your organization relies on Microsoft 365 or Microsoft Outlook for email and wants to ensure full HIPAA compliance, schedule an intro call or demo with LuxSci today. Our experts will answer all your questions and help you implement a secure, high-performance email solution tailored to your needs.