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Leveraging PHI Data: Advanced Strategies for Personalized Engagement

LuxSci Leveraging PHI Data

As the healthcare industry grows increasingly competitive, personalized engagement has become a key differentiator for companies aiming to better connect with their patients and customers.

However, effective personalization requires more than loosely matching a patient to a product or service based on a handful of dubious demographic data points – or a message carefully crafted to assume familiarity. Instead, successful personalized patient engagement requires using data from your Customer Data Platforms (CDPs), Electronic Health Records (EHR) systems, and Revenue Collection Platforms (RCPs) in combination with a secure communications solutions to target and tailor your messages like never before.

To help you get there, this post explores core strategies for leveraging PHI in patient engagement, as well as the benefits of integrating secure communications like HIPAA-compliant email with your CDPs, RCPs, and EHR systems. Whether you’re a healthcare provider, payer or supplier, these strategies will help you develop a data-driven approach to patient engagement that sets your brand apart, builds trust, and boosts customer loyalty and satisfaction.

Why Personalized Engagement Makes a Difference

Ultimately, personalized patient or customer engagement is vital because it strengthens relationships, fosters trust, and encourages proactive healthcare behaviors and decision-making. By taking the extra time to craft your communications to resonate with the recipient’s particular healthcare needs and pain points – and securely including it in our messages – makes your targets more likely to engage with you, now and in the future.  This results in an individual becoming a more active participant in their healthcare journey: engaging in more self-education, listening to advice (e.g., screening recommendations), adhering to treatments, trying new products, and, ultimately, enjoying better health outcomes overall

However, to reap these benefits, healthcare organizations must navigate the complexities of securely handling PHI and integrating it across communication systems and data platforms to facilitate personalized and HIPAA-compliant interactions.

Three Core Strategies for Personalized Engagement Across the Healthcare Journey

Let’s look at three essential engagement strategies that will help you achieve better results by leveraging PHI in your communications, including:

  • Provider-Centric Strategies:
  • Payer-Focused Strategies
  • Supplier Strategies

1. Provider-Centric Strategies: Customized Patient Pathways

Here are a few examples of how healthcare providers can employ PHI-driven personalization to increase patient engagement, using the email channel:

  • Reminders for Preventive Care: by segmenting patients by their risk factors and medical history, providers can send customized email reminders for preventative screenings, vaccinations, or check-ups.
  • Post-Treatment Follow-ups: sending patients customized follow-ups after treatment or surgery improves adherence to prescribed care plans. Providers can automate reminders, follow-up surveys, or educational materials specific to the patient’s condition, increasing engagement, and overall awareness of their health journey, and, subsequently, health outcomes.
  • Mental Health and Chronic Care Management: the management of both mental health and chronic disease conditions favor a high-touch, personalized approach. PHI-driven engagement enables healthcare providers to send the most appropriate regular check-ins, support resources, and reminders to reach a patient population that can fall through the cracks of outreach efforts.

2. Payer-Focused Strategies: Supporting Long-Term Health

Payers, such as health insurers, can leverage PHI for tailored member engagement that aligns with value-based care objectives, including:

  • Engage Members Via Their Preferred Channels: sending people information through their preferred channels, such as email, text, or phone, greatly improves the chances that they receive it and act upon it. This better ensures they receive important details, such as policy details and benefits, that will assist them on their healthcare journey, leading to higher levels of satisfaction with their coverage and more business and renewals for your company. You can gain greater insight into this in our article on How to Improve Patient Engagement with Secure Communications.
  • Strengthened Member Loyalty: the more that customer feel that their payer understands their unique health concerns and needs, the greater their sense of loyalty towards them. Personalized interactions increase trust and member or customer satisfaction, resulting in long-term relationships.
  • Proactive Retention Strategies: by analyzing customer data, payers can identify those at risk of not renewing their healthcare coverage and implement targeted communications to retain them. Personalized outreach, such as email reminders about plan benefits or assistance with the renewal process, can effectively encourage members to continue their coverage.

3. Supplier Strategies: Enhancing Customer Support and Education

Healthcare suppliers, such as medical device manufacturers and pharmaceutical companies, can harness PHI to educate customers on the benefits of their products and services for upsell and cross-sell, in addition to offering exceptional support, training and aftercare following their purchase.

  • Tailored Customer Education: with PHI, healthcare suppliers can provide condition-specific educational resources that will help customers better understand how their offerings support their health. In many cases, this will be much-welcomed information, resulting in increased brand awareness, trusted relationships, and, ultimately, better health outcomes.
  • Personalized Adherence Programs: sending personalized reminders, or an offer of support, boosts the chances of compliance with medication or device usage instructions – both increasing their efficacy and reducing the risks that accompany their misuse. Additionally, automating emails for these follow-ups, as part of a comprehensive customer onboarding process, streamlines this process and ensures the most valuable customer experience.
  • Equipment Renewals or Upgrades: proactively sending customers emails and messages on new or updated products and services can lead to increased conversions and sales, by simple virtue of the fact you’re telling your customer base about them. All customers who have seen improvements in their quality of life from your products or services will be interested to hear about improvements or additions to your offerings – so seize this prime opportunity to engage with them.

The Power of Data Integration

To maximize personalization, healthcare organizations can leverage PHI across the different systems within their IT ecosystems and create unified data profiles that drive better engagement. Integrating data from Customer Data Platforms (CDPs), Electronic Health Records (EHR) systems, and Revenue Collection Platforms (RCPs), and securely using it in communications, such as email campaigns, is a critical component of meaningful engagement and increases your ability to reach your targets. Here’s how it helps:

  • CDPs aggregate data from multiple channels to provide a comprehensive, centralized view of each patient or customer. By integrating PHI and other behavioral data in a CDP, healthcare organizations can better understand patient needs, preferences, and history, resulting in more precise, data-driven engagement.
  • EHRs boast a wealth of patient data that can be used to personalize engagement down to an individual level. By securely integrating EHR data, healthcare providers can tailor communications to reflect each patient’s unique medical history and current care plan, making successful engagement far more likely.
  • RCPs are essential for understanding the financial side of patient engagement. When combined with clinical and behavioral data, RCPs provide insights into a patient’s financial interactions with the healthcare system, allowing organizations to personalize payment reminders, financial assistance programs, and other revenue cycle communications. With this being one of the more contentious and stressful parts of the healthcare journey for many patients, securely communicating PHI as part of your RCP strategy can have a considerable positive impact on patient satisfaction, as well as reducing billing cycle times and their resulting admin.

By uniting data from these platforms, and other applications where critical data resides, healthcare organizations gain a comprehensive view of each patient, enabling highly-personalized interactions that improve outcomes and increase trust over time.

Safeguarding PHI: LuxSci Secure Healthcare Communications

As healthcare provider, payers and suppliers expand their use of PHI for more effective personalization, securing sensitive patient data becomes increasingly crucial. When employing the personalized engagement strategies detailed in this post, it’s essential to ensure all PHI is handled securely, if you don’t want to incur the consequences of falling out of HIPAA compliance.

LuxSci offers a suite of HIPAA-compliant, secure communication solutions designed to facilitate secure, personalized patient and customer engagement, while providing the necessary foundation to effectively use PHI in your emails. Our solutions enable healthcare organizations to optimize data integration from CDPs, EHRs, and RCPs to better personalize engagement and deliver better results. This includes:

  • Secure Email: protects PHI with automated, flexible encryption options that exceed HIPAA compliance requirements. This allows for high-volume, personalized email outreach without compromising privacy.
  • Secure Marketing: especially designed for HIPAA-compliant campaigns, LuxSci’s Secure Marketing solution boasts advanced email functionality including segmentation, automation, and deep email reporting tools, enabling impactful engagement at scale.
  • Secure Text: connect with patients over mobile devices by enabling access to PHI and other sensitive information via regular SMS text messages – with no installation of new applications required.
  • Secure Forms: LuxSci’s Secure Forms tool ensures that organizations can safely collect and process PHI, enabling seamless data capture for personalized engagement.

Interested in discovering how LuxSci’s secure healthcare communications services can help you leverage PHI for highly more personalized patient engagement?

Contact us to learn more about our products and pricing, and to schedule your free demo!

Picture of Erik Kangas

Erik Kangas

With 30 years engaged in to both academic research and software architecture, Erik Kangas is the founder and Chief Technology Officer of LuxSci, playing a core role in building the company into the market leader for HIPAA compliant, secure healthcare communications solutions that it is today. An international lecturer on messaging security, Erik also advises and consults on email technology strategies and best practices, secure architectures, and HIPAA compliance. Erik holds undergraduate degrees in physics and mathematics from Case Western Reserve University, and a doctoral degree in computational biophysics from MIT. Erik Kangas — LinkedIn

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HIPAA compliant email

LuxSci Welcomes Angel Mazariegos as Head of Finance

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

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

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

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

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

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

HIPAA Compliant Email

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

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

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

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

Why G2 Matters

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

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

What We Earned in Winter 2026

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

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

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

Awards Reflect Our Commitment to Customer Success

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

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

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

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

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

HIPAA Compliant Email

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

With email security threats continuously increasing in number and sophistication, as well as healthcare companies requiring secure solutions to communicate with patients and customers, the need for HIPAA compliant email solutions has never been greater. 

However, when looking for the right secure email services provider (ESP), healthcare organizations run the risk of making inaccurate assumptions about HIPAA compliance via what they learn from prospective vendors. This is due to the tendency for sales materials for HIPAA compliant email services, such as web pages or promotional videos, to highlight the strengths of the platform, while downplaying a healthcare company’s own role and responsibilities in securing protected health information (PHI). 

With this firmly in mind, here are six key things that HIPAA compliant email salespeople don’t tell you about securing communications and achieving compliance. 

1. The Shared Responsibility Model

Firstly, HIPAA compliant email salespeople are unlikely to emphasize the idea of shared responsibility when it comes to data security. This is the idea that two entities that share access to data, e.g., a healthcare company and their ESP, have a shared responsibility to preserve the privacy of that data.

In reality, most sales pitches explain the benefits and features of the solution, as opposed to stressing that compliance truly depends on how it’s configured and used. Now, that’s not to say that a salesperson is trying to hide this fact, as they’ll probably allude to training and configuration requirements. But, they’ll be less likely to make light of this and, more broadly, how shared responsibility factors into compliance.

2. A BAA Doesn’t Automatically Make You HIPAA Compliant

A business associate agreement (BAA) is essential for HIPAA compliance, but signing one doesn’t automatically make you compliant. Your organization still has to use the email delivery solution in a way that aligns with HIPAA regulations, which involves proper configuration, training, oversight, and reporting.

The misconception among some healthcare companies that a BAA equals compliance may be perpetuated by the term “HIPAA compliant email services provider”.  This could give some the impression that the vendor is fully HIPAA compliant and, subsequently, in signing a BAA with them, the use of their services is fully compliant.

But, it’s not that simple.

Simply signing a BAA obscures the real effort involved in achieving compliance. There’s no official HIPAA seal of approval, and HIPAA compliant means that the solution is capable of being configured for compliant use, which is a shared responsibility. HIPAA compliant email salespeople are unlikely to volunteer this nuance, especially if their email solution requires considerable configuration or has a steep learning curve to use it securely.

3. Not All Solutions or Features Are HIPAA Compliant

Another key detail often underplayed by vendor sales materials of HIPAA compliant email solutions is that some of their features, or even entire services, aren’t covered by their BAAs, so they can’t be used to handle PHI. 

These tools are referred to as “out of scope” and may include tools capable of integration with the email service, such as analytics or AI capabilities, but they don’t possess the cyber risk mitigation measures that align with HIPAA regulations. Perhaps the main reason for this is that many mass-market email delivery solutions, such as Microsoft 365 or Google Workspace, are designed for companies across all sectors. Consequently, while they can be HIPAA compliant, they weren’t developed from the ground up with the stringent regulatory demands of the healthcare industry in mind.

4. Solutions Are Not HIPAA Compliant “Out of The Box”

HIPAA compliant email salespeople may suggest that compliance is built into their platform, and healthcare organizations can use it to transmit PHI straight away, but this isn’t the case. Healthcare companies must still configure the email platform accordingly, as per the security requirements determined by their risk assessment, e.g., applying the right level of encryption. 

Also, if the email service is difficult to configure for HIPAA compliance or if the vendor’s configuration documentation lacks detail, that presents another obstacle to its compliant use. 

In addition to configuration, healthcare companies also have to implement access management controls and policies, establishing the extent to which each employee can access PHI in respect to their roles and responsibilities. From there, they will have to train their workforce on how to use the HIPAA compliant email solution securely, which may include those tools that fall outside the scope of your BAA with the vendor, and must not be used for the disclosure of patient data.

5. Essential Security Features Cost Extra 

Another more egregious version of an ESP not being HIPAA compliant out of the box is having features required for compliance, such as encryption or audit logging, as premium add-ons and not included in the solution’s base pricing. 

A vendor’s sales materials for its email service might list the necessary safeguards, but underemphasize the fact that only some versions of their platform are truly HIPAA compliant. Consequently, healthcare companies must confirm that the features required for HIPAA compliant email communications are included in the plan they’re purchasing. 

6. The Importance of Staff Training on HIPAA

HIPAA compliant email salespeople are often remiss in stressing the need for additional workforce training alongside the deployment of their platform. A healthcare company’s employees must be trained on how to securely use the email client, how to ID potential threats, and best practices for including PHI in email communications, as well as the regulations tied to HIPAA and data security.

This includes educating users on the differences between regular and secure email, and what they must do to safeguard patient and customer data. Fortunately, secure email solutions from providers like LuxSci enable automated email encryption, and users do not need to take any additional actions to ensure encryption when sending emails.

Additionally, in some cases, employees will need to be trained on which tools or features do not align with HIPAA guidelines and must not be used to process PHI.

LuxSci: Fully HIPAA Compliant – No Hidden Surprises

LuxSci specializes in solutions that enable companies to carry out secure, personalized, and HIPAA compliant email communications and campaigns. With more than 20 years of experience and billions of emails sent for companies including Athenahealth, 1 800 Contacts, Lucerna Health and Rotech Healthcare, we’ve acquired invaluable experience in helping healthcare organizations enhance their engagement efforts, all while adhering to HIPAA regulations. In addition, LuxSci’s secure high-volume and marketing email solutions feature HIPAA-required security controls, including encryption, audit logging, and multi-factor authentication (MFA) by default, not as optional, hidden extras.

Contact us today to learn more about how LuxSci’s secure email solutions can help increase the ROI on your patient and customer outreach efforts, while safeguarding PHI in line with HIPAA requirements.

b2b medical marketing

What Does B2B Marketing Help Healthcare Vendors Accomplish?

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

Early Movement in the Buyer Relationship

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

The Influence of Operational Structure

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

Regulatory Considerations in Vendor Communication

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

Reliability Expectations Within Clinical Settings

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

Perspectives That Influence Internal Decision Making

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

The Role of Educational Content in Vendor Outreach

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

Use After Adoption

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

Documentation Supporting Review Processes

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

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

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How Do I Make My Computer HIPAA Compliant?

Making a computer HIPAA compliant involves implementing security measures that protect electronic protected health information according to HIPAA regulations. This includes encryption, access controls, automatic logoff, audit controls, and malware protection. No single setting makes a computer HIPAA compliant, as becoming HIPAA compliant requires a combination of hardware controls, software configurations, and appropriate user behavior to protect patient information from unauthorized access or disclosure.

Hardware Security Considerations

Computer hardware plays a role in HIPAA compliance through physical protection measures. Laptop privacy screens prevent visual access to patient information when working in public spaces. Cable locks secure devices to prevent theft when left unattended. Hard drive encryption provides protection if devices are lost or stolen. For desktop computers, positioning screens away from public view helps prevent incidental disclosure of patient information. Physical access controls limit who can use the device, particularly in shared clinical environments. These hardware elements work with software protections to create a more secure environment for patient data.

Operating System Protections

Modern operating systems include several built-in security features that support HIPAA compliance when properly configured. Automatic operating system updates ensure security patches are applied promptly to address vulnerabilities. User account controls create separate profiles for different staff members with appropriate permission levels. Disk encryption protects data if computers are lost or stolen. Inactivity timeouts automatically lock screens after periods without user input. Firewall configurations block unauthorized network access attempts. These operating system settings form the foundation of a HIPAA compliant computer environment.

Data Encryption Implementation

HIPAA requires encryption for protected health information, making this a fundamental element of computer compliance. Full-disk encryption protects all data stored on computer hard drives. File-level encryption allows protection of individual documents containing sensitive information. Email encryption secures patient information sent through electronic messages. Virtual Private Networks (VPNs) encrypt data transmitted over public networks. Proper encryption key management ensures authorized users maintain access while protecting against unauthorized disclosure. Many healthcare organizations establish encryption standards for all devices handling patient information.

Access Control Mechanisms

Restricting who can use computers and access patient information represents a central aspect of being HIPAA compliant. Strong password policies require complex passwords that change regularly. Multi-factor authentication adds additional verification beyond passwords. Automatic logoff terminates sessions after periods of inactivity. Role-based access limits information viewing based on job responsibilities. Session monitoring records login attempts and system usage patterns. User provisioning procedures ensure access rights change when staff roles change. These access controls help prevent both unauthorized external access and inappropriate internal information viewing.

Malware Protection Systems

Healthcare computers need robust protection against malicious software that could compromise patient data. Antivirus software scans for known threats and suspicious behaviors. Anti-malware tools provide additional protection against ransomware and other evolving threats. Email filtering helps prevent phishing attempts targeting healthcare staff. Web filtering blocks access to dangerous websites that might install malware. Application controls prevent unauthorized software installation. Regular malware definition updates ensure protection against new threats. These protections work together to defend against various attack vectors that could compromise patient information.

Documentation and Monitoring

HIPAA compliance requires ongoing monitoring and documentation of computer security measures. Activity logs record who accessed what information and when. Audit tools analyze these logs for unusual patterns that might indicate security problems. Vulnerability scanning identifies potential security weaknesses before they lead to breaches. Incident response procedures outline steps for addressing potential security issues. Security assessment documentation demonstrates compliance efforts during audits or reviews. These monitoring practices help healthcare organizations maintain compliance while providing evidence of their security efforts when questions arise.

Healthcare Email Marketing Best Practice

Healthcare Email Marketing Best Practice Guidelines

Healthcare email marketing best practices involve the strategies, compliance measures, and patient-centered approaches that healthcare organizations use to create effective email communications while maintaining regulatory compliance and patient trust. These practices include obtaining proper consent, creating valuable content, implementing security measures, and measuring performance in ways that support patient care objectives rather than purely commercial goals. Healthcare providers, payers, and suppliers must follow healthcare email marketing best practice to avoid HIPAA violations, respect patient preferences, and build meaningful relationships with their communities. Understanding healthcare email marketing best practice helps organizations develop communication strategies that engage patients, promote health outcomes, and support organizational missions while navigating complex regulatory requirements and maintaining professional standards.

Patient Consent And Privacy Protection Best Practice

Healthcare email marketing best practice requires obtaining explicit patient consent before sending promotional communications and maintaining detailed records of consent preferences and dates. Organizations should use clear, plain language consent forms that explain what types of emails patients will receive, how frequently communications will be sent, and how patients can modify their preferences or unsubscribe completely. Consent should be specific to different types of campaigns rather than blanket authorization for all marketing communications.

Double opt-in procedures verify email addresses and confirm patient intent to receive marketing communications, reducing the likelihood of complaints and improving engagement rates. This process involves sending a confirmation email that requires recipients to click a link or reply to confirm their subscription. Healthcare email marketing best practice includes documenting these confirmation steps to demonstrate patient intent during compliance reviews.

Preference management systems allow patients to customize their communication preferences without completely opting out of all healthcare communications. Patients should be able to select specific types of content, adjust email frequency, or choose alternative communication methods. These systems help maintain patient engagement while respecting individual preferences and reducing unsubscribe rates.

Privacy protection measures include using secure email platforms, encrypting patient information, and limiting access to email lists based on job responsibilities. Healthcare organizations should never share patient email addresses with third parties without explicit consent and should implement data retention policies that automatically remove inactive subscribers after appropriate time periods.

Content Development And Educational Focus Best Practice

Healthcare email marketing best practice prioritizes educational content and patient value over promotional messaging to build trust and establish organizations as reliable health information sources. Content should be evidence-based, medically accurate, and reviewed by qualified healthcare professionals before distribution. Educational newsletters, health tips, and preventive care reminders provide value to recipients while supporting patient health objectives.

Seasonal health content aligns with patient needs and natural health awareness cycles throughout the year. Flu vaccination campaigns in fall, heart health education during February, and skin cancer awareness in summer provide timely, relevant information that patients find useful. This approach improves engagement while supporting public health initiatives and preventive care goals.

Content accessibility ensures that email communications can be understood and used by patients with varying health literacy levels, language preferences, and technological capabilities. Healthcare email marketing best practice includes using plain language, providing content in multiple languages when appropriate, and ensuring emails display correctly on mobile devices and various email clients.

Patient story integration and testimonials can provide emotional connection and practical insights while maintaining patient privacy protections. These stories should focus on health outcomes, positive experiences, and educational value rather than promotional messaging. All patient stories require explicit written consent and should be reviewed for privacy compliance before publication.

Timing And Frequency Optimization Best Practice

Healthcare email marketing best practice involves analyzing patient engagement patterns to determine optimal sending times and frequencies for different types of communications. Appointment reminders may perform better when sent during business hours, while educational content might be more effective during evening hours when patients have time to read longer materials. Testing different send times helps optimize engagement rates.

Campaign frequency should balance patient engagement with respect for recipient preferences and inbox management. Healthcare email marketing best practice suggests starting with conservative frequencies and adjusting based on engagement metrics and patient feedback. Weekly educational newsletters may be appropriate for some audiences, while monthly communications work better for others.

Automated campaign scheduling allows healthcare organizations to maintain consistent communication without overwhelming staff resources or patient inboxes. Triggered campaigns based on appointment schedules, discharge events, or care milestones provide timely, relevant information while reducing manual workload. These automated systems should include safeguards to prevent excessive communications to individual patients.

Campaign coordination across departments prevents patients from receiving multiple conflicting or redundant messages from the same healthcare organization. Healthcare email marketing best practice includes establishing communication calendars and approval processes that ensure consistent messaging and appropriate timing across different service lines and departments.

Compliance Monitoring And Quality Assurance Best Practice

Regular compliance audits verify that healthcare email marketing practices align with HIPAA requirements, CAN-SPAM regulations, and organizational policies. These audits should examine consent documentation, content approval processes, security measures, and patient complaint handling procedures. Healthcare email marketing best practice includes documenting audit results and implementing corrective actions when issues are identified.

Staff training programs ensure that team members understand regulatory requirements, patient privacy obligations, and organizational policies for email marketing activities. Training should cover consent management, content development, security procedures, and incident reporting requirements. Regular training updates address changing regulations and emerging best practices in healthcare communication.

Quality assurance processes include content review, technical testing, and approval workflows that prevent errors and ensure professional communication standards. Healthcare email marketing best practice involves multiple review stages including medical accuracy verification, compliance checking, and technical testing across different devices and email clients before campaign deployment.

Incident response procedures address patient complaints, privacy concerns, and technical issues that may arise during email marketing campaigns. Organizations should have clear escalation processes, investigation procedures, and remediation steps that address problems quickly and demonstrate commitment to patient satisfaction and regulatory compliance.

Performance Analysis And Continuous Improvement Best Practice

Healthcare email marketing best practice includes measuring campaign performance using metrics that reflect patient engagement, health outcomes, and organizational objectives rather than purely commercial success indicators. Appointment booking rates, screening completion rates, and patient satisfaction scores provide more meaningful performance indicators than traditional marketing metrics alone.

Patient feedback collection through surveys, focus groups, and direct communication helps healthcare organizations understand recipient preferences and identify improvement opportunities. This feedback should guide content development, timing decisions, and communication strategy adjustments. Healthcare email marketing best practice involves regularly soliciting and acting on patient input.

Benchmarking against healthcare industry standards and similar organizations provides context for performance evaluation and identifies areas for improvement. Healthcare organizations should compare their engagement rates, unsubscribe rates, and patient satisfaction scores with relevant industry benchmarks while accounting for differences in patient populations and organizational characteristics.

Continuous optimization based on data analysis, patient feedback, and regulatory changes ensures that email marketing practices remain effective and compliant over time. Healthcare email marketing best practice includes regular strategy reviews, campaign performance analysis, and implementation of evidence-based improvements that enhance patient engagement while maintaining regulatory compliance and professional standards

AI-based Email Security Threats

How to Avoid AI-Based Email Security Threats

Artificial intelligence (AI) has been the hottest topic in technology for the past few years now, with a focus on how it’s transforming business and the way we work. While we’d seen glimpses of AI’s capabilities before, the release of ChatGPT (containing OpenAI’s groundbreaking GPT-3.5 AI model) put the technology’s limitless potential on full display. Soon, stakeholders in every industry looked to find ways to integrate AI into their organizations, so they could harness its huge productivity and efficiency benefits.

The problem? Hackers and bad actors are using AI too, and it’s only strengthening their ability to carry out data breaches, including AI-based email security threats. 

While AI brings considerable advantages to all types of businesses, unfortunately, its vast capabilities can be used for malicious purposes too. With their unparalleled ability to process data and generate content, cybercriminals can use a variety of AI tools to make their attacks more potent, increasing their potential to get past even the most secure safeguards. 

With all this in mind, this post discusses how AI is helping cyber criminals massively scale their efforts and carry out more sophisticated, widespread attacks. We’ll explore how malicious actors are harnessing AI tools to make AI-based email cyber attacks more personalized, potent, and harmful, and cover three of the most common threats to email security that are being made significantly more dangerous with AI. This includes phishing, business email compromise (BEC) attacks, and malware. We’ll also offer strategic insights on how healthcare organizations can best mitigate AI-enhanced email threats and continue to safeguard the electronic protected health information (ePHI) under their care. 

How Does AI Increase Threats To Email Security?

AI’s effect on email security threats warrants particular concern because it enhances them in three ways: by making email-focused attacks more scalable, sophisticated, and difficult to detect.

Scalability 

First and foremost, AI tools allow cybercriminals to scale effortlessly, enabling them to achieve exponentially more in less time, with few additional resources, if any at all. 

The most obvious example of the scalable capabilities of generative AI involves systems that can create new content from simple instructions, or prompts. In particular, large language models (LLMs), such as those found in widely used AI applications like ChatGPT, allow malicious actors to rapidly generate phishing email templates and similar content that can be used in social engineering attacks, with a level of accuracy in writing and grammar not seen before. Now, work that previously would take email cybercriminals hours can be achieved in mere seconds, with the ability to make near-instant improvements and produce countless variations.   

Similarly, should a social engineering campaign yield results, i.e., getting a potential victim to engage, malicious actors can automate the interaction through AI-powered chatbots, which are capable of extended conversations via email. This increases the risk of a cybercriminal successfully fooling an employee at a healthcare organization to grant access to sensitive patient data or reveal their login credentials so they can breach their company’s email system. 

Additionally, AI allows cybercriminals to scale their efforts by automating aspects of their actions, and gathering information about a victim, i.e., a healthcare organization before launching an attack. AI tools also can scan email systems, metadata, and publicly available information on the internet to identify vulnerable targets, and their respective security flaws. They can then use this information to pinpoint and prioritize high-value victims for future cyber attacks.

Sophistication

In addition to facilitating larger and more frequent cyber attacks, AI systems allow malicious actors to make them more convincing. As mentioned above, generative AI allows cybercriminals to create content quickly, and craft higher-quality content than they’d be capable of through their own manual efforts. 

Again, using phishing as an example, AI can refine phishing emails by eliminating grammatical errors and successfully mimicking distinct communication styles to make them increasingly indistinguishable from legitimate emails. Cybercriminals are also using AI to make their fraudulent communications more context-aware, referencing recent conversations or company events and incorporating data from a variety of sources, such as social media, to increase their perceived legitimacy.  

In the case of another common email attack vector, malware, AI can be used to create constantly evolving malware that can be attached to emails. This creates distinct versions of malware that are more difficult for anti-malware tools to stop.

More Difficult to Detect

This brings us to the third way in which AI tools enhance email threats: by making them harder to detect and helping them evade traditional security measures. 

AI-powered email threats can adapt to a healthcare organization’s cybersecurity measures, observing how its defenses, such as spam filters, flag and block malicious activity before automatically adjusting its behavior until it successfully bypasses them. 

After breaching a healthcare organization’s network, AI offers cybercriminals several new and enhanced capabilities that help them expedite the achievement of their malicious objectives, while making detection more difficult. 

These include:  

  • Content Scanning: AI tools can scan emails, both incoming and outgoing, in real-time to identify patterns pertaining to sensitive data. This allows malicious actors to identify target data in less time, making them more efficient and capable of extracting greater amounts of PHI.  
  • Context-Aware Data Extraction: similarly, AI can differentiate between regular text and sensitive data by recognizing specific formats (e.g., medical record numbers, insurance details, social security numbers, etc.)
  • Stealthy Data Exfiltration: analyzing and extracting PHI, login credentials, and other sensitive data from emails, while blending into normal network traffic. 
  • Distributed Exfiltration: instead of transferring large amounts of data at once, which is likely to trigger cyber defenses, hackers can use AI systems that slowly exfiltrate PHI in smaller payloads over time, better blending into regular network activity.

AI and Phishing

Phishing attacks involve malicious actors impersonating legitimate companies, or employees of a company, to trick victims into revealing sensitive patient data. Typical phishing attack campaigns rely on volume and trial and error. The more messages sent out by cybercriminals, the greater the chance of snaring a victim. Unfortunately, AI applications allow malicious actors to raise the efficacy of their phishing attacks in several ways.

First, AI allows scammers to craft higher-quality messaging. One of the limitations of phishing emails for healthcare companies is that they’re often easy to identify, since they are replete with mis-spelled words, poor grammar, and bad formatting. AI allows malicious actors to overcome these inadequacies and create more convincing messages that are more likely to fool healthcare employees.  

On a similar note, because healthcare is a critical industry, it’s consistently under threat from cybercriminals, which are also known as advanced persistent threats (APTs) or even cyber terrorists. By definition, such malicious actors often reside outside the US and English isn’t their first language. 

While, in the past, this may have been obvious, AI now provides machine translation capabilities, allowing cybercriminals to write messages in their native language, translating them to English, and refining them accordingly. Consequently,  scammers can craft emails with fewer tell-tale signs that healthcare organizations can train their employees to recognize. 

Additionally, as alluded to earlier, AI models can produce countless variations of phishing messages, significantly streamlining the trial-and-error aspect of phishing campaigns and allowing scammers to discover which messaging works best in far less time. 

Lastly, as well as enhancing the efficacy of conventional phishing attacks, AI helps improve spear phishing campaigns, a type of fraudulent email that targets a particular organization or employee who works there, as opposed to the indiscriminate, “scatter” approach of regular phishing.

While, traditionally, spear phishing requires a lot of research, AI can scrape data from a variety of sources, such as social media, forums, and other web pages, to automate a lot of this manual effort. This then allows cybercriminals to carry out the reconnaissance required for successful attacks faster and more effectively, increasing their frequency and, subsequently, their rate of success. 

AI and Business Email Compromise (BEC) Attacks

A business email compromise (BEC) is a type of targeted email attack that involves cybercriminals gaining access to or spoofing (i.e., copying) a legitimate email account to manipulate those who trust its owner into sharing sensitive data or executing fraudulent transactions. BEC attacks can be highly effective and, therefore, damaging to healthcare companies, but they typically require extensive research on the target organization to be carried out successfully. However, as with spear phishing, AI tools can drastically reduce the time it takes to identify potential targets and pinpoint possible attack vectors. 

For a start, cybercriminals can use AI to undertake reconnaissance tasks in a fraction of the time required previously. This includes identifying target companies and employees whose email addresses they’d like to compromise, generating lists of vendors that do business with said organization, and even researching specific individuals who are likely to interact with the target.  

Once a target is acquired, malicious actors can use AI tools in a number of terrifying ways to create more convincing messaging. By analyzing existing emails, AI solutions can quickly mimic the writing style of the owner of the compromised account, giving them a better chance of fooling the people they interact with. 

By the same token, they can use information gleaned from past emails to better contextualize fraudulent messages, i.e., adding particular information to make subsequent requests more plausible. For example, requesting data or login credentials in relation to a new project or recently launched initiative. 

Taking this a step further, cybercriminals could supplement a BEC attack with audio or video deepfakes created by AI to further convince victims of their legitimacy. Scammers can use audio deepfakes to leave voicemails or, if being especially brazen, conduct entire phone conversations to make their identity theft especially compelling.

Meanwhile, scammers can create video deepfakes that relay special instructions, such as transferring money, and attach them to emails. Believing the request came from a legitimate source, there’s a chance employees will comply with the request, boosting the efficacy of the BEC attack in the process. Furthermore, the less familiar an employee is with attacks of this kind, the more likely they are to fall victim to them.   

In short, AI models make it easier to carry out BEC attacks, which makes it all the more likely for cybercriminals to attempt them.

AI and Malware 

Malware refers to any kind of malicious software (hence, “mal(icous) (soft)ware”), such as viruses, Trojan horses, spyware, and ransomware, all of which can be enhanced by AI in several ways.

Most notable is AI’s effect on polymorphic malware, which has the ability to constantly evolve to bypass email security measures, making malicious attachments harder to detect. Malware, as with any piece of software, carries a unique digital signature that can be used to identify it and confirm its legitimacy. Anti-malware solutions traditionally use these digital signatures to flag instances of malware, but the signature of polymorphic malware changes as it evolves, allowing it to slip past email security measures. 

While polymorphic malware isn’t new, and previously relied on pre-programmed techniques such as encryption and code obfuscation, AI technology has made it far more sophisticated and difficult to detect. Now, AI-powered polymorphic malware can evolve in real-time, adapting in response to the defense measures it encounters. 

AI can also be used to discover Zero Day exploits, i.e., previously unknown security flaws, within email and network systems in less time. Malicious actors can employ AI-driven scanning tools to uncover vulnerabilities unknown to the software vendor at the time of its release and exploit them before they have the opportunity to release a patch.

How To Mitigate AI-Based Email Security Threats

While AI can be used to increase the effectiveness of email attacks, fortunately, the fundamentals of mitigating email threats remains the same; organizations must be more vigilant and diligent in following email security best practices and staying on top of the latest threats and tools used by cybercriminals. 

Let’s explore some of the key strategies for best mitigating AI-based email threats and better safeguarding the ePHI within your organization.

  • Educate Your Employees: ensure your employees are aware of how AI can enhance existing email threats. More importantly, demonstrate what this looks like in a real-world setting, showing examples of AI-generated phishing and BEC emails compared to traditional messages, what a convincing deepfake looks and sounds like, instances of polymorphic malware, and so on.

    Additionally, conduct regular simulations, involving AI-enhanced phishing, BEC attacks, etc., as part of your employees’ cyber threat awareness training. This gives them first-hand experience in identifying AI-driven email threats, so they’re not caught off-guard when they encounter them in real life. You can schedule these simulations to occur every few months, so your organization remains up-to-date on the latest email threat intelligence.
     
  • Enforce Strong Email Authentication Protocols: ensure that all incoming emails are authenticated using the following:
    • Sender Policy Framework (SPF): verifies that emails are sent from a domain’s authorized servers, helping to prevent email spoofing. 
    • DomainKeys Identified Mail (DKIM): preserves the integrity of the message’s contents by adding a cryptographic signature, mitigating compromise during transit, e.g., stealthy or distributed data exfiltration. 
    • Domain-based Message Authentication, Reporting & Conformance (DMARC): enforces email authentication policies, helping organizations detect and block unauthorized emails that fail SPF or DKIM checks.

By verifying sender legitimacy, preventing email spoofing, and blocking fraudulent messages, these authentication protocols are key defenses against AI-enhanced phishing and business email compromise (BEC) attacks.

  • Access Control: while AI increases the risk of PHI exposure and login credential compromise, the level of access that a compromised or negligent employee has to patient data is another problem entirely. Subsequently, data breaches can be mitigated by ensuring that employees only have access to the minimum amount of data required for their job roles, i.e. role-based access control (RBAC). This reduces the potential impact of a given data breach, as it lowers the chances that a malicious actor can extract large amounts of data from a sole employee.
  • Implement Multi-Factor Authentication (MFA): MFA provides an extra layer of protection by requiring users to verify their identity in multiple ways. So, even in the event that a cybercriminal gets ahold of an employee’s login credentials, they still won’t have sufficient means to prove they are who they claim to be.
  • Establish Incident Response and Recovery Plans: unfortunately, by making them more scalable, sophisticated, and harder to detect, AI increases the inevitability of security breaches. This makes it more crucial than ever to develop and maintain a comprehensive incident response plan that includes strategies for responding to AI-enhanced email security threats.

    By establishing clear protocols regarding detection, reporting, containment, and recovery, your organization can effectively mitigate, or at least minimize, the impact of email-based cyber attacks enhanced by AI. Your incident response plan should be a key aspect of your employee cyber awareness training, so your workforce knows what to do in the event of a security incident. 

Get Your Copy of LuxSci’s 2025 Email Cyber Threat Readiness Report

To learn more about healthcare’s ever-evolving email threat landscape and how to best ensure the security and privacy of your sensitive data, download your copy of LuxSci’s 2025 Email Cyber Threat Readiness Report. 

You’ll discover:

  • The latest threats to email security in 2025, including AI-based attacks
  • The most effective strategies for strengthening your email security posture
  • The upcoming changes to the HIPAA Security Rule and how it will impact healthcare organizations.

Grab your copy of the report here and start increasing your company’s email cyber threat readiness today.

Risks of not sending HIPAA-compliant email

Know the Requirements for Sending HIPAA-Compliant Emails

Sending HIPAA-compliant emails continues be a core requirement for effective healthcare engagement, including for care management, patient and customer communications, and preventative care, as well as for marketing and data collection efforts. At the same time, patient and customer protected health information (PHI) can never be compromised, making it critical to understand the risks and requirements for sending HIPAA-compliant emails.

The Risks of Non-Compliance

  1. Data Breaches: Failing to send HIPAA-compliant emails can lead to data breaches. When patient information is sent through unsecured channels, it becomes vulnerable to unauthorized access. This not only jeopardizes patient and customer privacy but also opens up the possibility of identity theft and fraud. Personal medical details falling into the wrong hands is a nightmare scenario that can easily be avoided with proper email security measures.
  2. Hefty Fines and Legal Action: Failing to adhere to HIPAA regulations can result in significant fines and legal action. The U.S. Department of Health and Human Services (HHS) Office for Civil Rights (OCR) is vigilant in enforcing HIPAA rules, and violations can lead to penalties ranging from thousands to millions of dollars, depending on the severity and negligence involved. For any healthcare organization or associated business, these financial penalties can be devastating.
  3. Loss of Trust: The loss of trust from patients and customers can be an irreversible blow to your reputation. In a field where confidentiality is a requirement, mishandling sensitive information can lead to a breakdown in patient-provider relationships, harming your organization’s credibility and future business.
  4. Operational Disruptions: Data breaches and compliance issues can lead to operational disruptions. Addressing a breach requires time, resources, and often halts regular operations, affecting the quality of care provided to patients, customer experiences, and overall business efficiency.
  5. Criminal Charges: In severe cases, non-compliance with HIPAA regulations can result in criminal charges against the individuals responsible for the breach. This could include imprisonment and other serious legal consequences.

Tips for Sending HIPAA-Compliant Emails

  1. Use Encrypted Email Services: Ensure that all email communications involving patient information are encrypted. Encryption converts the data into a code to prevent unauthorized access, making it a crucial tool for securing protected health information.
  2. Implement Access Controls: Limit access to sensitive information to only those employees who need it to perform their job duties. This minimizes the risk of unauthorized access and potential breaches.
  3. Regular Training: Conduct regular training sessions for your staff on HIPAA compliance and the importance of securing patient and customer information. Keeping everyone informed about the latest practices and threats is key to maintaining a secure environment.
  4. Audit and Monitor: Regularly audit and monitor email communications and data access. This helps identify and address any vulnerabilities or suspicious activities promptly.
  5. Use HIPAA Compliant Email Solutions: Invest in email solutions specifically designed to meet HIPAA standards. These solutions often come with built-in security features such as automated encryption, access controls, and audit trails.

How to Evaluate HIPAA-Compliant Email Solutions

  1. End-to-End Encryption: Best-in-class solutions offer end-to-end encryption to protect data in transit and at rest, using a dedicated cloud infrastructure for maximum security.
  2. Automated encryption: Make sure solutions can automatically encrypt every email sent versus requiring user intervention to ensure security and HIPAA compliance.
  3. Access Controls: Look for solutions that provide strong access controls, including multi-factor authentication, to ensure only authorized personnel can access sensitive information.
  4. Audit Trails: Maintaining detailed audit trails is a must-have to track who accessed information and when. This is crucial for compliance and identifying potential breaches.
  5. Regular Updates and Support: Work with vendors that provide regular updates and strong customer support to address issues promptly, and to stay up to speed and compliant with the latest regulations.

How do you rate your HIPAA compliant communications efforts?

Take the LuxSci HIPAA Compliance Communications Health Check to find out – it’s 5 minute survey that gets you a personalized report on how your organization can benefit from the latest innovations and capabilities for secure healthcare communications. Take the assessment here.

Ensuring your emails are HIPAA compliant is not just about avoiding fines; it’s about safeguarding patient and customer privacy, maintaining their trust, and expanding your business with better healthcare engagement. By uusing secure healthcare communication services and adhering to HIPAA guidelines, you can protect sensitive information, improve the healthcare journey, and deliver better outcomes for your patients – and for your business.