New Email Tracking Features Deliver More Accurate Engagement Insights

Business Solutions, Company Announcements, HIPAA Compliant Email
LuxSci
October 14, 2024

Today, we’re excited to announce two new reporting features designed to help healthcare organizations improve reporting accuracy and the overall effectiveness of their email campaigns. The new features offer deeper insights into Apple Mail and Google email performance by distinguishing between opens and clicks performed by human actions and automated events — and by giving users control over how these events are reflected in LuxSci email campaign reporting.

Let’s dive into what these features are and how they can help you get more precise data from your healthcare email marketing and communications efforts.

Feature 1: Enhanced Open and Click Tracking – Human vs. Automated

One of the biggest challenges in email tracking today is the rise of automated systems that pre-load images and scan links in emails. Automated systems can trigger open or click events without the recipient actually interacting with the email, leading to inflated and misleading open/click rates.

With LuxSci’s new enhanced open and click tracking, you can now tell whether Apple Mail and Google emails (Gmail and Google Workspace) were opened or a link was clicked by a human or by an automated system. This crucial distinction allows you to have a much clearer picture of actual user engagement.

Here’s how it works:

When emails are sent with open tracking enabled, a small tracking image (also known as a pixel) is embedded in the email. When that image is loaded, the system tracks the email as “opened.”
Similarly, links in the email are encoded to track clicks. If a recipient clicks a link, it triggers a “clicked” event, but these events can also be triggered by automated systems.
LuxSci’s enhanced open and click tracking feature analyzes these events and reports whether the actions were performed by a human or an automated system, helping you sift through false positives.

Feature 2: Suppressing Automated Events in Your Reporting

In addition to tracking the source of open and click events, LuxSci’s second new feature gives you the option to exclude automated events from Apple Mail and Google email from your email engagement statistics altogether. This setting, available in account-wide outbound email settings, is a powerful tool for ensuring the accuracy of your reports and understanding true user engagement.

Here’s how it works:

Automated opens and clicks can be removed from email reporting for better accuracy. For example, if a security bot clicks a link, that event will be logged, but it won’t mark the email as “clicked” in your statistics.
Your open, click, and click-through rates can be set to only reflect real human actions, making these metrics much more reliable for evaluating campaign performance and actual patient engagement.

Why These Features Matter for Healthcare Email Marketing

For healthcare organizations, reliable metrics are essential. Emails often carry critical information related to patient care, transactions, or marketing, and understanding who is engaging with your content is critical to ongoing improvement and long-term success. At the same time, automated actions can inflate your open and click rates, leading to inaccurate conclusions about your email performance.

LuxSci’s new features give you the power to:

Track email engagement with precision: Know the difference between human engagement and automated actions, so your metrics reflect reality.
Customize your reporting: Decide whether you want to include or suppress automated events in your reports.
Improve deliverability strategies: By analyzing which emails are genuinely opened or clicked by real people, you can fine-tune your email campaigns to maximize their effectiveness.

Ready to Enhance Your Email Tracking?

Take control of your email deliverability insights with LuxSci’s newest email tracking tools. Whether you want to gain deeper insights into recipient behavior or eliminate noise from automated systems, these features are designed to help you improve your email reporting, performance and engagement.

For current LuxSci customers, you can learn more about these features in the Support Library, under Support, when you are logged into your account.

If you’re new to LuxSci, reach out today and we’d be happy show you the power of our secure, HIPAA-complaint healthcare communications solutions, including high volume email, text, forms and marketing solutions. Contact us here.

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How Automated Workflows Boost Engagement for Healthcare Marketing Campaigns

August 13, 2025
Pete Wermter

Due to the fact that it’s simple, instantaneous, cost-effective, and nearly universally adopted, email is an essential part of all healthcare marketing engagement strategies. However, consistent, personalized email engagement – particularly at scale – can be challenging.

Fortunately, Automated Workflows offer a solution, allowing healthcare companies to deliver the right messages to the appropriate individuals at the right time, based on their individual engagement with emails..

In this post, we’ll explore the concept of Automated Workflows, the considerable benefits they offer healthcare companies, and the variety of ways they can be used to increase engagement and result in greater satisfaction and better healthcare outcomes for your patients and customers.

What Are Automated Workflows?

An Automated Workflow is a sequence of actions, known as’ Steps’ in LuxSci Secure Marketing, that a Contact (i.e., a patient or customer) moves through over time, based on a series of pre-defined rules or triggers.

Each Step is programmed to automatically perform a specific function, such as sending an email or updating a Contact, when certain conditions are in place. These conditions could include:

A Contact opening a message.
A Contact clicking through on a link.
A specified amount of time having elapsed..
A data update via an API call

By evaluating conditions to initiate the appropriate Step, Automated Workflows facilitate more timely, consistent, and personalized communication with Contacts (patients and customers ). As a result, healthcare companies can effectively harness Automated Workflows to develop dynamic, personalized email engagement journeys that adapt according to your patients and customers’ needs and prior interactions.

What Are the Benefits of Automated Workflows?

Let’s look at the various advantages that Luxsci Automated Workflows offer.

Reduced Administrative Workload

Arguably, the most significant benefit of Automated Workflows is the extent to which they lower the administrative burden of email engagement campaigns for healthcare organizations.

First and foremost, Automated Workflows eliminate the need for an employee to manually send your Contacts messages. As well as the manual effort, it removes a great deal of thought from the process – as someone isn’t required to remember to send an email.

By the same token, this reduces the scope for human error, preventing the possibility of an employee neglecting to send an important message, sending it to the wrong person, or worse, accidentally exposing patient data, i.e., electronic protected health information (ePHI).

The effort that Automated Workflows reduce is typically repetitive work that staff are glad to be free of, giving them additional time to focus on tasks that provide greater value and better contribute to better patient care and/or the customer experience.

Enhanced Scalability

The time saved by employing Automated Workflows increases with the size of your Contact List and the scale of your engagement campaigns. In fact, enterprise-scale campaigns, with volumes of hundreds of thousands to millions of emails, are only feasible through the use of automation.

Similarly, Automated Workflows enable healthcare organizations to run differing, personalized email campaigns aimed at unique patient or customer segments. As well as automatically sending each message at the appropriate time, they provide tracking capabilities to determine the outcome of each message.

Increased Consistency in Communication

Because Automated Workflows remediate the risk of emails going unsent, they facilitate more timely and consistent communications with patients and customers. This makes healthcare providers, payers, and suppliers appear more reliable and consistent, building trust and greater levels of satisfaction from Contacts. More importantly, recipients are better able to track what’s happening with their healthcare and assume a more proactive role overall healthcare journey..

Finally, creating an Automated Workflow requires healthcare organizations to carefully consider how they communicate with different Contact segments. Namely, the likely journey, or communication path, different types of Contacts take, i.e., information they need to know at a particular stage in their healthcare journey, the optimal order in which information needs to be presented, etc. This allows healthcare companies to become more in-tune with their patients’ and customers’ needs, enabling them to craft more valuable email communications that boost engagement.

Personalized Healthcare Engagement

Perhaps the most significant benefit of Automated Workflows is that they enable adaptive, personalized engagement for healthcare marketing and communications campiagns. Instead of manually tracking where each Contact is in a given engagement sequence, or worse, merely having to guess, you know precisely where they are. Consequently, you’re acutely aware of their needs and the exact nature of the emails you need to send them next.

This, in turn, enables more effective Contact nurturing, i.e, strengthening your organization’s connection with each individual. When at its most effective, this may allow you to anticipate your Contacts’ needs, enabling you to send them communications, such screening or testing recommendations, educational materials, or product and service suggestions, that support their healthcare journey and enhance their quality of care.

Automated Workflow Use Cases

Automated Workflows are a powerful tool for increasing healthcare marketing and communications engagement because they can be applied to a wide range of use cases. Let’s take a look at some of the most common and impactful ways email automation can be used by healthcare companies.

New Product Announcements: keeping patients and customers in the loop on your company’s latest offerings, as well as improvements to existing products and services that are likely to be of interest, based on their data and past actions.
Personalized recommendations: suggesting products or services based on the recipient’s past purchases or engagement history.
Re-Engagement Campaigns: Automated Workflows can also be used to reconnect with Contacts with whom engagement has waned or was never completely established, sending them personalized messages to encourage specific actions or reignite interest.
New Member Onboarding: welcoming new patients or customers with a structured series of emails that introduces your services, provides technical assistance (where applicable), details subsequent steps, and explains how to get the most value from your products or services.
Appointment Reminers and Follow-Ups: sending reminders, care instructions, medication adherence advice, or details on how to book subsequent appointments, for instance, after a patient visit.
Patient Education Campaigns: taking patients through a structured curriculum on managing their medical condition or required lifestyle changes to improve their health..
Preventative Care Communications: proactively sending reminders for screenings, check-ups, vaccinations, etc., based on PHI such as a patient’s age, gender, health condition or lifestyle risk factors.

Milestone Communications: sending personalized messages to acknowledge birthdays, enrollment anniversaries, and other pertinent dates. These can also be combined with preventative care communications, to send recommendations or other advice, based on the contact’s age, for instance.
Feedback Collection: acquiring patient and customer feedback by sending follow-up surveys a set amount of time after a visit, procedure, purchase, etc.

How Automated Workflows Work in LuxSci Secure Marketing

To round off this post, let’s take a deeper look at how Automated Workflows work within LuxSci’s Secure Marketing solution. LuxSci’s Automated Workflows enhance your organization’s HIPAA compliant healthcare marketing and email campaigns by giving you complete control of:

When each email is sent
Which Contacts receive particular communications according to their behavior, needs, and other PHI-based attributes
Which engagement path or branch a Contact takes based on their email actions

Here’s a look at LuxSci’s Automated Workflows key capabilities in greater detail.

Smart Event-Based Branching and Conditions

You can branch Workflows to trigger targeted messaging based on a Contact’s attributes or certain engagement events, resulting in more relevant and effective healthcare journeys with more desirable outcomes.

User actions:
- Mailing list sign-ups
- Form completion
- Downloading a resource.
Time-based triggers:
- A set period after a visit or procedure
- A defined period of inactivity or lack of contact
- Milestones, e.g., birthdays, anniversaries.
Behavioral triggers:
- Email opens
- Clicking on links
- Visiting particular pages on a site or
- A lack of engagement with previous emails.
Transactional triggers:
- Purchasing a product or service
- Signing up for an event
- Order confirmations or shipping updates after a purchase.
API-triggered events
- Lab results or similar correspondence becoming available
- Changes to data in EHR systems, CDP platforms, or CRM systems..

Automated Segment Management

Automated Workflows can be used to dynamically add Contacts to segments based on demographics, past behavior, purchase history, and similar events. This enables more precise targeting and email personalization as they progress through specific Steps in each Workflow.

Navigation Across Steps

Automated Workflows are also capable of navigating Contacts across different Steps or completely different Workflows depending on engagement outcomes and updates to a Contact’s PHI. Better still, if a Step has already been visited, LuxSci Secure Marketing automatically prevents repetition and infinite loops.

Automate Your Healthcare Marketing and Engagement Efforts

LuxSci Secure Marketing is a HIPAA compliant healthcare marketing solution especially designed for the stringent security and regulatory requirements of the healthcare industry. Our solution enables healthcare organizations to confidently communicate with patients and customers at scale without risking compliance violations, driving increased engagement and boosting the ROI of their marketing campaigns in the process.

The latest version of LuxSci’s Secure Marketing solution with Automated Workflow functionality streamlines your company’s outreach efforts, saving considerable time, reducing human effort, and facilitating intelligent Contact management.

What’s more, LuxSci’s reporting capabilities empower you to carefully track the results of your healthcare engagement campaigns, gaining insights at every step, including:

Which Contacts received particular messages
Who engaged with email communication, and how
Precise points where drop-offs in engagement occur
The engagement achieved with each Step in the Workflow

To learn more about LuxSci’s Secure Marketing solution and how Automated Workflows boost engagement for your healthcare marketing and communications campaigns, contact us today.

How To Create a Healthcare Marketing Plan?

August 4, 2025
Erik Kangas

A healthcare marketing plan establishes strategic promotional activities, target audience identification, budget allocation, and compliance protocols to attract new patients while adhering to HIPAA privacy regulations and state advertising laws. Medical practices develop these documents to guide their promotional efforts across digital platforms, traditional media, and community outreach programs, ensuring all patient acquisition activities comply with healthcare privacy requirements and professional advertising standards.

Medical practices compete intensely for patient attention in saturated healthcare markets. Developing promotional strategies without proper planning leads to wasted resources, compliance violations, and missed opportunities to connect with patients who need specific medical services.

Target Audience in Healthcare Marketing Plan Development

Patient demographic research identifies age groups, geographic locations, insurance coverage types, and medical conditions that align with practice specialties and service offerings. Healthcare organizations analyze existing patient data to understand referral patterns, appointment scheduling preferences, and communication channel effectiveness for different population segments.

Competitor analysis reveals promotional strategies used by similar practices, pricing structures for comparable services, and market gaps that create opportunities for differentiation. This research helps practices position their services uniquely while avoiding oversaturated promotional approaches that fail to generate meaningful patient engagement.

Budget Allocation

Financial planning allocates resources across promotional channels based on expected return on investment, patient acquisition costs, and practice revenue goals. Digital advertising usually receives 40-60% of promotional budgets due to measurable results and targeted audience capabilities, while traditional media and community events receive smaller allocations.

Compliance costs including legal reviews, authorization management, and privacy training must be factored into promotional budgets to ensure all activities meet regulatory requirements. Practices that underestimate compliance expenses often discover their promotional activities violate privacy laws or professional advertising standards.

Digital Strategy to Drive Modern Patient Acquisition

Website optimization, search engine marketing, and social media presence are the core of contemporary promotional efforts outlined in every healthcare marketing plan. Practices invest in professional website design, patient portal integration, and mobile-responsive layouts to capture patients researching medical services online.

Content creation including blog posts, educational videos, and patient resources helps establish expertise while providing valuable information to potential patients. However, all content must avoid using patient information without authorization and cannot make unsubstantiated medical claims that violate advertising regulations.

Compliance Integration Protects Promotional Activities

HIPAA authorization procedures, business associate agreements with promotional vendors, and state advertising law compliance must be woven throughout every aspect of promotional planning. Healthcare marketing plan development includes legal review processes, privacy impact assessments, and staff training protocols to prevent violations.

Documentation requirements for promotional activities include consent forms, vendor contracts, and approval workflows that demonstrate compliance with healthcare privacy laws. Practices without proper documentation face significant penalties when regulatory investigations uncover promotional activities that violate patient privacy protections.

Community Outreach Builds Local Patient Relationships

Health fairs, educational seminars, and community partnerships create opportunities for practices to connect with potential patients through face-to-face interactions. These activities require planning to ensure patient privacy protection while maximizing promotional impact through relationship building and trust development.

Referral programs with other healthcare providers, local businesses, and community organizations can generate new patient leads when structured appropriately. Any financial incentives for referrals must comply with healthcare fraud and abuse laws to avoid legal complications.

Performance Measurement Guides Strategy Optimization

Patient acquisition metrics, appointment conversion rates, and promotional channel effectiveness data help practices evaluate their promotional success and adjust strategies accordingly. Healthcare marketing plan implementation includes tracking systems for website traffic, phone inquiries, and new patient appointments generated by different promotional activities.

Return on investment calculations compare promotional spending with revenue generated from new patients to determine which activities provide the best financial results. Practices use this data to reallocate budgets toward high-performing promotional channels while eliminating ineffective strategies.

Implementation Timeline

Monthly promotional calendars coordinate campaign launches, content publication schedules, and community event participation to maximize promotional impact while avoiding resource conflicts. Healthcare marketing plan execution requires detailed project management to ensure all activities launch on schedule and within budget constraints. Seasonal considerations including flu shot campaigns, wellness check promotions, and holiday health messaging opportunities require advance planning to capitalize on increased patient interest during specific time periods. Practices that plan these campaigns well in advance may achieve better results than those that react to opportunities without preparation.

What Does the HIPAA Marketing Rule Require?

August 1, 2025
Erik Kangas

The HIPAA marketing rule prohibits healthcare organizations from using protected health information for promotional communications without written patient authorization, defining promotional activities as communications that encourage patients to purchase products or services with financial benefit to the sender. Organizations can send treatment-related communications, appointment reminders, and health plan benefit descriptions without authorization, but any communication promoting third-party products, paid services, or revenue-generating activities requires explicit patient consent through properly executed authorization forms.

Healthcare providers regularly find themselves struggling with acceptable patient education and prohibited promotional activities. A simple newsletter about diabetes management becomes problematic when it includes advertisements for glucose monitors or pharmaceutical products that generate revenue for the practice.

The HIPAA Marketing Rule Authorization Framework

Patient authorization documents must contain sixteen specific elements including detailed descriptions of information to be disclosed, identification of recipients, expiration dates, and explanations of revocation rights. These forms cannot be combined with other consent documents and must use plain language that patients can easily understand. Healthcare organizations face penalties when authorization forms lack required elements or contain overly broad permission language.

Patients retain the right to revoke authorization at any time, forcing organizations to immediately cease all promotional activities involving that individual’s information. Organizations cannot condition treatment, payment, enrollment, or benefits eligibility on patients providing authorization for promotional purposes, creating clear separation between healthcare services and commercial activities.

Treatment Communications Bypass Marketing Restrictions

Healthcare organizations can discuss treatment alternatives, medication options, and care coordination services without obtaining separate authorization because these communications serve legitimate healthcare purposes rather than commercial interests. Appointment scheduling, test result notifications, and prescription refill reminders fall under treatment or healthcare operations exemptions from marketing regulations.

Face-to-face communications between providers and patients about treatment options is unrestricted, even when providers receive financial benefits from recommended treatments or services. Written materials distributed during these encounters may trigger authorization requirements if they promote specific products or services beyond the immediate treatment relationship.

Financial Incentive Distinctions Shape HIPAA Marketing Rule Compliance

Communications become subject to the HIPAA marketing rule when healthcare organizations receive financial remuneration from third parties for promoting their products or services. Pharmaceutical company payments for promoting medications, medical device manufacturer incentives, or referral fees from specialty services transform otherwise acceptable communications into restricted promotional activities.

Organizations must examine their financial relationships carefully to determine when communications cross from permissible healthcare operations into restricted promotional territory. Even nominal payments or gifts from third parties can trigger marketing authorization requirements for communications that mention or promote those parties’ products or services.

Business Associate Relationships Complicate Marketing Activities

Vendors creating promotional materials, managing patient outreach campaigns, or analyzing treatment data for commercial purposes need business associate agreements before accessing PHI. These relationships are difficult if the promotional vendors also provide healthcare services or when healthcare organizations share revenue from marketing activities with their business partners.

Organizations must negotiate appropriate contractual protections and ensure vendors understand their obligations under the HIPAA marketing rule before beginning any collaborative promotional activities. Liability for vendor violations remains with the covered entity, making careful partner selection and monitoring essential for maintaining compliance.

Digital Platforms & Modern Marketing Compliance Challenges

Social media advertising, email campaigns, and online retargeting involve sharing patient information with technology platforms that lack appropriate privacy protections. Healthcare organizations cannot upload patient contact lists, demographic details, or treatment information to advertising platforms without proper authorization and business associate agreements covering those platforms.

Website analytics, social media pixels, and advertising tracking technologies may inadvertently capture and transmit PHI to third-party platforms without appropriate protections. Organizations need controls to prevent accidental information sharing while still enabling effective digital marketing activities within compliance boundaries.

Enforcement Penalties Reflect Serious Violation Consequences

Recent Office for Civil Rights enforcement actions have resulted in multi-million dollar settlements for organizations that used patient information in marketing materials without authorization or shared PHI with advertising vendors without appropriate agreements. These cases highlight increasing federal scrutiny of healthcare promotional activities and willingness to impose substantial financial penalties.

Violations may stem from seemingly innocent activities like patient newsletters, social media posts, or website testimonials that inadvertently disclosed PHI without proper authorization. Organizations discover that good intentions cannot shield them from penalties when their marketing activities violate patient privacy protections under the HIPAA marketing rule.

Compliance Programs Minimize Violation Risks

Healthcare organizations benefit from establishing clear review processes for all promotional materials and patient communications before distribution. Designated privacy personnel can evaluate whether proposed communications require authorization, involve business associate relationships, or create other compliance risks under marketing regulations.

Staff training helps employees recognize the difference between permissible healthcare communications and restricted marketing activities. Education updates keep pace with new promotional channels, emerging technology platforms, and evolving interpretations of the rule’s requirements within changing healthcare and advertising landscapes.

Why Healthcare Insurers Should Send Explanation of Benefits Statements Via Email

July 30, 2025
Pete Wermter

Explanation of Benefits statements or EOBs are mission-critical communications for health insurers because they ensure transparency, help detect billing errors or fraud, and most importantly, keep patients informed about their benefits and related payments.

However, the most conventional method of sending out EoBs, traditional mail, has several drawbacks that can prevent important information about healthcare coverage from reaching the intended recipient. This can leave policyholders in the dark about their healthcare coverage, which can lead to confusion and dissatisfaction with their insurance provider when they receive an unexpected medical bill. This can also drive up inbound calls into your claims department or contact center.

Because Explanation of Benefits statements contain the protected health information (PHI) of policyholders, insurers are bound by HIPAA (the Health Insurance Portability and Accountability Act) regulations to ensure their secure delivery. Consequently, the risks inherent to sending paper EoB statements in the mail not only have security implications but also potential consequences for non-compliance.

With all this in mind, this post discusses why healthcare insurers should send EoBs to their policyholders via secure email instead of traditional mail. We detail the various benefits of making the switch to electronic EoBs, which include enhanced security, better adherence to compliance regulations, and the opportunity to save millions of dollars per month.

Protecting Patient Privacy

The primary reason that insurance companies should shift to email EoBs as opposed to traditional mail is that it’s far more secure. Sending an EoB via email drastically decreases the risk of protected health information (PHI) getting into the wrong hands. When sent in paper form by mail, an EoB could be:

Lost, stolen or damaged in transit
Delivered to the wrong address
Not properly deposited in a letter or mailbox, then stolen
Intercepted within the intended address by another individual who lives at or has access to the residence.

As detailed later in this post, email also allows for various controls and processes, which mitigate the risks of unsuccessful message delivery.

Most importantly, secure email provides data encryption, which safeguards the sensitive patient data within EoBs during transmission and when stored by rendering it unreadable to malicious actors who might intercept it. Physical mail, in contrast, offers no such protection, as someone who intercepts a paper EoB form can simply open it and freely read its contents.

Finally, secure email delivery platforms feature identity verification and access controls that enable healthcare insurers to restrict access to PHI to authorized personnel, limiting its exposure. They also provide auditing capabilities to track access to patient data, and quickly identify the source of security breaches.

HIPAA Compliance Benefits

Because sending an Explanation of Benefits statement via email is more secure, and better protects any patient data contained within them, this also reduces the risk of HIPAA compliance violations.

First and foremost, HIPAA regulations mandate that communications containing PHI, such as EoBs, must securely reach the intended recipient. By eliminating the risk of physical interception or non-delivery, and the compliance violations from a resulting security breach, insurers can better adhere to HIPAA regulations using email for sending EOBs. On a similar note, the security features built into a HIPAA compliant email platform, such as encryption, access controls, and audit logs, help insurers to satisfy the requirements of HIPAA’s Privacy and Security Rules in their compliance efforts.

Another considerable benefit of using secure email to send policyholders their EoBs, or, in fact, any communication containing PHI, is that it’s far easier to implement breach notification protocols. Email delivery platforms provide real-time tracking, so companies can pinpoint email message failures quickly and act accordingly. Similarly, intrusion detection systems and other cybersecurity measures that support email systems can enable faster detection and containment of data breaches.

In stark contrast, physical mail is far more difficult to track – and even those limited capabilities are reserved for more expensive delivery options. Consequently, security breaches via mail could go unnoticed for days or even weeks. If you’re unaware of a data breach, or have not yet contained or mitigated it, you’re then unable to inform all affected parties, resulting in further HIPAA violations.

Increased Deliverability Rates

By greatly mitigating the security risks presented by physical mail, i.e., the various ways an EoB could fall into the wrong hands, sending an EoB by email increases your ability to get more EOBs into the hands of policyholders, more quickly. At the same time, policyholders can make faster decisions regarding their healthcare.

The ability to track secure email gives you greater control over EOB deliverability, as it allows organizations to determine the cause of delivery failure and can also make subsequent attempts. Additionally, the process of determining the reason for the message delivery failures can also reveal security issues; the same process, however, is very difficult to achieve with traditional mail.

Here’s how the typical protocol for resending a secured email goes beyond what you can do with managing traditional mail delivery:

Determine the cause of non-delivery: verify that the intended recipient information is correct and check for issues like a full email inbox or security misconfigurations.
Don’t automatically resend: to avoid exposing PHI to the wrong person, confirm the intended recipient’s email address through an alternative verified channel, e.g., phone call, secure SMS, etc.
Log the incident: document the delivery failure, steps taken to determine its cause, attempts, etc.
Reattempt message delivery: if the investigation deems it safe, attempt message redelivery with the corrected information.

In the event that subsequent delivery attempts fail, it’s best practice to contact the individual to arrange the most convenient and secure alternative to deliver their EoBs.

Cost Savings

Simply put, sending Explanation of Benefits statements via email instead of traditional mail saves health insurers money – potentially lots of it. Processing EOBs from start to finish can cost health insurers one to two dollars or more per EOB. That’s a lot. The biggest opportunity for cost reduction is tied to the money saved on printing and mailing paper EoB statements. Additionally, the cost of administering the delivery of EoB forms, ensuring their delivery, etc., is lowered when it’s done electronically. Not to mention, resending EoBs in the event of their non-delivery is much easier and cheaper via email.

In a broader sense, increasing the deliverability and the success rate of sending EoBs helps a larger number of policyholders better understand the details of their insurance coverage, i.e., how it works, which services and procedures it covers, etc. As a result of their policyholders being more informed, insurers won’t spend as much time explaining policy details and cost breakdowns to their members, allowing them to divert the otherwise required resources to other areas of the business.

Reduced Carbon Footprint

Finally, it’s difficult to highlight the benefits of sending EoBs to policyholders by email without recognizing the positive environmental impact, too. Email EoBs cut down on paper, for both the forms themselves and the envelopes they’re mailed in. Then there’s the matter of the electricity and ink involved in printing them, the emissions produced in their delivery, etc. Opting to send EoBs via email reduces all these factors, which enables healthcare organizations to lower their carbon footprint and, where applicable, meet their sustainability obligations or goals.

Deliver EoBs More Securely, Reliably, and at Lower Cost with LuxSci

LuxSci’s Secure High Volume Email Solution enables healthcare insurance companies to instantly send Explanation of Benefits statements to policyholders at a massive scale, extending into hundreds of thousands or millions per month.

Our HIPAA compliant email delivery platform features:

Dedicated IPs that isolate critical transactional messages, such as EoBs, from other email traffic, allowing LuxSci customers to reach deliverability rates of 98% or more.
Real-time tracking for determining the delivery status of EoBs, as well as troubleshooting unsuccessful delivery attempts.
Flexible encryption through LuxSci’s proprietary SecureLine Technology, which automatically adjusts encryption settings according to the recipient to better ensure the protection of sensitive data.

Is Microsoft Outlook HIPAA Compliant? Understanding Microsoft Email Security

February 12, 2025
Pete Wermter

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.

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.
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.
Key management issues: healthcare organizations must rely on Microsoft’s encryption key management, rather than maintaining full control over their own keys.
Lack of recipient flexibility: OME requires recipients to authenticate via Microsoft accounts, which can be cumbersome for patients and other third-parties.
Limited DLP Enforcement: Outlook’s default settings don’t prevent ePHI from being sent unencrypted without proper data loss prevention (DLP) rules.
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.

What Does the HIPAA Marketing Rule Require?

August 1, 2025
Erik Kangas

The HIPAA Marketing Rule Authorization Framework

Treatment Communications Bypass Marketing Restrictions

Financial Incentive Distinctions Shape HIPAA Marketing Rule Compliance

Business Associate Relationships Complicate Marketing Activities

Digital Platforms & Modern Marketing Compliance Challenges

Enforcement Penalties Reflect Serious Violation Consequences

Compliance Programs Minimize Violation Risks

What is Marketing Management in the Medical Field?

November 18, 2024
Erik Kangas

Marketing management in the medical field involves planning, implementing, and measuring promotional strategies that attract patients while maintaining healthcare regulatory compliance. Medical marketing managers oversee patient outreach campaigns, service promotion, physician relationship development, and digital presence management. They balance business growth objectives with healthcare ethics and industry regulations to build practice reputation and patient relationships.

Strategic Planning for Healthcare Organizations

Medical marketing management begins with developing plans that align with organizational goals. Marketing managers analyze market opportunities by studying local demographics, competition, and healthcare needs. They identify target patient populations based on practice specialties and growth objectives. Service line evaluations determine which medical offerings need promotional support. Resource allocation decisions balance marketing investments across digital platforms, community outreach, and traditional advertising. These plans generally span 12-18 months with quarterly review points to assess progress and make adjustments based on performance data.

Patient Acquisition Campaign Development

Marketing managers design and implement campaigns to attract new patients to medical practices and facilities. They create messaging that communicates practice specialties and physician expertise. Channel selection decisions determine where promotional content appears based on target audience media habits. Campaign development includes creating content, designing materials, and establishing measurement frameworks. Budget management ensures marketing resources deliver maximum patient acquisition results. Marketing managers coordinate with clinical teams to ensure promotional messages accurately represent medical services while meeting patient needs and expectations.

Digital Presence and Reputation Management

Medical marketing management includes overseeing healthcare organizations’ digital footprint across websites, social media, and review platforms. Website optimization ensures patients can find information about services, providers, and locations. Content development provides educational resources that build patient trust and demonstrate expertise. Online review monitoring tracks patient feedback while guiding appropriate responses. Social media management creates engagement with communities while adhering to patient privacy requirements. These digital efforts make practices more visible to potential patients while building credibility through consistent, professional online presence.

Referral Network Development

Medical marketing management build relationships with referring physicians and healthcare partners. They create materials outlining practice specialties and treatment approaches for physician audiences. Educational events connect specialists with primary care providers who might refer patients. Communication systems ensure referring physicians receive appropriate updates about their patients’ care. Data tracking measures referral patterns and identifies opportunities for relationship improvement. These referral development activities create sustainable patient flow while fostering professional connections that benefit patient care coordination.

Regulatory Compliance Oversight

Healthcare marketing requires strict adherence to regulations governing promotional activities. Marketing managers ensure materials comply with HIPAA privacy requirements when using patient information. FDA guidelines influence how treatments and medical devices can be promoted. State regulations may add requirements for certain specialties or services. Review processes include legal and compliance team approval before materials reach the public. Marketing managers stay current on regulatory changes through continuing education and industry associations. This compliance focus protects both patients and healthcare organizations from inappropriate marketing practices.

Performance Analysis and Optimization

Medical marketing managers implement measurement systems to evaluate campaign effectiveness. They track metrics like new patient acquisition costs, appointment conversion rates, and service line growth. Digital analytics measure website traffic, content engagement, and online appointment requests. Patient satisfaction surveys gather feedback about how people found the practice and their experience. ROI calculations demonstrate marketing’s contribution to organizational financial health. These analyses guide ongoing optimization of marketing strategies and tactical adjustments to improve results. Regular reporting to leadership maintains accountability while demonstrating marketing’s value to the organization.

What Are Current Healthcare Marketing Trends?

May 19, 2025
Erik Kangas

Current healthcare marketing trends include personalized patient communications, digital engagement platforms, data-driven campaign optimization, telehealth promotion, wellness program marketing, and patient experience enhancement initiatives. Healthcare organizations are adopting advanced analytics, automation tools, and omnichannel strategies while maintaining HIPAA compliance and addressing changing patient expectations for convenient, accessible healthcare services. Healthcare marketing has undergone dramatic transformation as patient expectations align with consumer experiences in other industries. Organizations should aim to balance their marketing approaches with strict regulatory requirements while competing for patient attention in crowded digital spaces, using the newest healthcare marketing trends.

Digital-First Patient Engagement Strategies

Digital communication has become standard as patients increasingly access healthcare information through computers, smartphones and tablets. Healthcare organizations are optimizing email campaigns, patient portals, and appointment scheduling systems for mobile devices while maintaining security protections for PHI. Social media presence helps healthcare organizations build community relationships and share health education content while navigating privacy restrictions that limit patient-specific communications. Organizations can focus on general health information, provider expertise, and organizational culture rather than individual patient stories. Video content creation enables healthcare organizations to explain complex medical procedures, introduce providers, and demonstrate facility capabilities through engaging visual formats. These materials help patients make informed decisions while building trust and familiarity with healthcare teams.

Personalization and Targeted Communications

Behavioral targeting uses patient interaction and email engagement data to deliver relevant communications about services, appointments, and health management activities, to name a few. Healthcare organizations can analyze portal usage, appointment patterns, and communication preferences to customize their outreach while respecting privacy boundaries. Condition-specific messaging allows healthcare organizations to provide targeted education and support for patients with particular diagnoses or health concerns. These communications require careful authorization management while offering valuable resources that support patient care and engagement. Lifecycle marketing addresses different patient journey stages from initial awareness through ongoing care relationships. Healthcare organizations should develop communication strategies that recognize where patients are in their healthcare journey and provide appropriate information and support.

Healthcare Marketing Trends & Performance Measurement

Patient and customer journey mapping helps healthcare organizations understand how individuals interact with their services and products across multiple touchpoints including email, websites, patient portals, appointments, and in-person care delivery. This analysis informs communication strategies and identifies engagement opportunities. Predictive analytics enable healthcare organizations to identify patients who might benefit from specific services or who are at risk for care gaps. These insights support proactive outreach while requiring careful consideration of authorization requirements and appropriate use of clinical data. Campaign attribution tracking helps healthcare organizations understand which marketing activities drive patient engagement and care utilization. This analysis supports budget allocation decisions while maintaining patient privacy through aggregate reporting methods.

Telehealth and Virtual Care Promotion

Remote service marketing has expanded rapidly as healthcare organizations promote telehealth capabilities and virtual care options. Modern healthcare marketing trends capitalize on convenience, accessibility, and safety while addressing patient concerns about technology adoption and care quality. Technology education helps patients understand how to access and use virtual care services through instructional content, demonstration videos, and step-by-step guides. These materials reduce barriers to telehealth adoption while improving patient satisfaction with virtual encounters. Hybrid care communication explains how organizations integrate in-person and virtual services to provide comprehensive patient care. Marketing messages emphasize continuity, convenience, and personalized care delivery across different service modalities.

Wellness and Prevention Focus

Population health initiatives encourage people to engage in preventive care activities including screenings, vaccinations, and wellness programs. Healthcare organizations use educational content and targeted outreach to promote health maintenance while demonstrating their commitment to community well-being. Chronic disease management marketing helps patients with ongoing health conditions understand available support services, including care coordination, education programs, and monitoring tools. These communications often qualify as healthcare operations rather than marketing activities. Mental health awareness campaigns address growing recognition of behavioral health needs while reducing stigma and promoting available services. Healthcare organizations cover sensitive topics while providing valuable resources, deriving that value from the newest healthcare marketing trends.

Patient Experience Enhancement

Convenience-focused messaging emphasizes service features that improve patient experience including online scheduling, extended hours, multiple locations, and streamlined registration processes. Marketing communications highlight organizational efforts to reduce friction and improve access to care and new healthcare products. Transparency initiatives include clear pricing information, quality metrics, and provider credentials that help patients make informed healthcare decisions. These communications build trust while differentiating organizations from competitors who may not provide comparable transparency. Customer service excellence promotion showcases organizational commitment to patient satisfaction through testimonials, service guarantees, and responsiveness metrics. Healthcare organizations display their efforts to create positive patient experiences throughout the care journey.

Regulatory Compliance and Privacy Protection

Consent management sophistication has increased as healthcare organizations implement more granular authorization systems that allow patients to specify preferences for different types of communications. These systems support personalized marketing while maintaining strict compliance with privacy requirements. De-identification strategies enable healthcare organizations to conduct marketing analytics and population health research while protecting individual patient privacy. These approaches allow aggregate analysis of patient populations without exposing personal health information. Audit trail enhancement helps healthcare organizations demonstrate compliance with marketing regulations through comprehensive documentation of authorization processes, content approval, and campaign execution. These records support regulatory reviews and internal compliance assessments.

Healthcare Marketing Trends & Technology Integration

Marketing automation and email platforms designed for healthcare enable organizations to scale patient communications while maintaining compliance controls and personalization capabilities. These systems integrate with electronic health records and patient management systems to coordinate messaging across the care continuum. Artificial intelligence applications can help healthcare organizations optimize campaign timing, content selection, and communication channels while respecting patient preferences and authorization requirements. These tools enable more sophisticated marketing strategies while reducing manual administrative burden. Omnichannel or multichannel coordination ensures consistent messaging across email, text, portal communications, and other touchpoints while maintaining appropriate security protections for each channel.

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