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What are the Infrastructure Requirements For HIPAA Compliant Email?

HIPAA Compliant Marketing Automation Tools

Healthcare providers, payers, and suppliers increasingly rely on email communication for a wide variety of purposes pertaining to their patients’ and customer’s healthcare journeys. However, ensuring email messaging is both effective and HIPAA compliant requires the right infrastructure, including dedicated environments, high throughput and low latency, end-to-end encryption, scalability and compliance monitoring.

The Health Insurance Portability and Accountability Act’s (HIPAA) regulations mandate a series of data security and privacy requirements to safeguard the electronic protected health information (ePHI) contained in emails, which is a good place to start. At the same time, however, healthcare organizations must also consider deliverability best practices to ensure their messages successfully reach the intended recipients. 

With all this in mind, this post discusses the infrastructure requirements for HIPAA compliant email. We’ll explore the differences between transactional and marketing emails, as well as infrastructure and compliance considerations for each. 

What Are Transactional Emails?

Transactional emails are messages that correspond to a previous interaction between a healthcare organization and an individual. A patient or customer will trigger the delivery of a transactional email by taking a specific action – with the transaction email being confirmation of the action.  

Examples of transactional emails include:

  • Explanation of Benefits
  • Billing statements
  • Invoices
  • Appointment confirmations and reminders
  • Order updates and shipping notifications
  • Password resets and security notifications
  • Plan renewal confirmation 
  • Payment failure notifications
  • In-home care communications

Healthcare companies can also use transactional emails to communicate relevant instructions, next steps, or follow-up actions.

What Are Marketing Emails?

Marketing emails contain content designed to influence the recipient into taking a particular action, usch as ordering a new product or sign up for a new service. Subsequently, they often contain informational materials intended to educate the individual so they can make a more informed decision. 

Examples of marketing emails include:

  • New product or service launches
  • Promotional offers
  • Loyalty reward notifications 
  • Customer reviews and testimonials 
  • Educational materials or campaigns 
  • Preventative care outreach
  • Event Invitations
  • Re-engagement messages (e.g., “We Miss You!..”)

With the proper data safeguards and the effective use of ePHI, marketing emails can be personalized to be made more relevant to the recipient. This then allows patients or customers to be segmented into subgroups according to particular commonalities, e.g., age, gender, lifestyle factors, medical conditions, etc.

Opt-in Rules for HIPAA-Compliant Email Communication 

One significant difference between marketing and transactional emails is that recipients must explicitly opt-in to receive marketing emails. 

HIPAA requires explicit patient consent for marketing emails if they contain ePHI, requiring individuals to opt-in to receive email marketing communications from a healthcare organization. Neglecting to allow people to opt-in to your marketing communications leaves your company open to the consequences of HIPAA non-compliance, which include financial penalties and reputational damage. 

Conversely, healthcare organizations aren’t required to obtain opt-ins to send transactional emails, but these communications are still subject to other HIPAA regulations, such as encryption and audit logging. 

Additionally, marketing emails must comply with the CAN-SPAM Act: US legislation that governs commercial email communication and protects individuals from deceptive sales and marketing practices. The CAN-SPAM Act requires healthcare organizations to provide an opt-out mechanism in the event they no longer wish to receive marketing emails. Subsequently, you must always allow individuals to opt out of marketing emails to stay compliant.

Email Infrastructure Requirements For HIPPA-Compliance

As the vast majority of healthcare organizations need to send marketing and transactional emails, they must have the appropriate infrastructure to facilitate the optimal delivery of both types of emails. Consequently, for HIPAA compliant email, they need to establish the appropriate infrastructure configurations for each, according to their differing purposes, sending patterns, and compliance considerations. 

Let’s look at the infrastructure requirements for each email type in turn, before looking at considerations that pertain to both types of email.

Key Transactional Email Infrastructure Considerations

Transactional emails are sent to a sole patient or customer, with the information therein only intended for that specific individual. Additionally, they can be highly time-sensitive: for example, a password reset or similar emails related to logins and service use must be immediate, while order confirmations need to be delivered ASAP to reassure clients of a company’s reliability and trustworthiness. 

Accounting for this, the infrastructure requirements for transactional emails include: 

  • High Speed and Low Latency: servers that are optimized  for high IOPS (input/output operations per second) and minimal processing delays to ensure near-instant delivery
  • Dedicated IPs: this helps healthcare companies maintain a strong sender reputation to avoid blacklisting, being labelled as spam, etc. This is crucial for reliable, fast delivery. 
  • High Availability and Redundancy: this includes load balancers, failover servers, and geographically distributed data centers to ensure comprehensive disaster recovery and more robust business continuity protocols.  

Key Marketing Email Infrastructure Considerations

In contrast to transactional messages, marketing emails must often be sent out in high volumes, which could be as many as hundreds of thousands or millions per month. As a result, marketing email campaigns have different computational demands, i.e., CPU and storage, than transactional messages intended for a single person. 

Subsequently, the infrastructure requirements for marketing emails include: 

  • High Volume and Scalability: marketing messages require a larger throughput to facilitate the bulk delivery of email. Additionally, servers should scale easily to accommodate increasingly larger campaigns without suffering bottlenecks.
  • Queueing and Throttling: marketing email infrastructure must prevent sending surges that could trigger spam filters or overload recipient servers, which often results in blacklisting. 
  • Dedicated vs. Shared Infrastructure: it’s important to consider whether to opt for private versus shared infrastructure, depending on the size of your organization and the scale of your campaigns. Large senders often use dedicated IPs for better control, while smaller companies or campaigns might use shared pools with strict sender reputation management.

Key Infrastructure Considerations for Both Types of Email

Lastly, there are infrastructure requirements that apply to both types of email that will help facilitate their fast and reliable delivery, respectively. These include:     

  • Separate Infrastructure: consider hosting your transactional and marketing emails on separate servers. This benefits transactional emails in particular, as there are several factors inherent to marketing email campaigns, such as bounced emails and being flagged as spam, that affect an email IP’s reputation. Separate infrastructure maintains the integrity of a healthcare company’s IP address for transactional emails, ensuring they are delivered unimpeded. 
  • Encryption: the ePHI in all email communications must be encrypted in transit, i.e., when sent to individuals, and at rest, i.e., when stored in a database. This helps safeguard the patient data within the message, regardless of its nature. 
  • HIPAA Compliance Monitoring: remaining aware of what ePHI is included in email communications. This keeps data exposure to a minimum and mitigates the unintentional inclusion of patient data in email communications. 
  • Logging and Auditing: this not only allows you to track email activity, but you also can measure the efficacy of your email communications, who accessed ePHI, and what they did with it. This is an essential part of HIPAA compliance and will be subject to tighter regulation when the updates to HIPAA’s Security Rule come into effect in late 2025. 

HIPAA-Complaint Email Solutions From LuxSci

LuxSci offers HIPAA compliant email solutions designed to optimize the reliability and deliverability of both transactional and marketing emails.

LuxSci’s Secure High Volume Email solution offers:

  • Dedicated, high-performance infrastructure to ensure fast and reliable delivery.
  • Scalable infrastructure for high-volume email campaigns, ensuring reliability even as sent emails venture into the hundreds of thousands or millions.
  • Dedicated IPs and reputation management tools to prevent blacklisting and deliverability issues.
  • Logging, tracking, and audit trails for HIPAA compliance and security monitoring.

LuxSci’s Secure Email Marketing platform provides: 

  • Hypersegmentation for personalized patient and customer engagement.
  • Detailed tracking and reporting capabilities for performance monitoring and compliance auditing.
  • Automated campaign scheduling for reduced administrative overhead.
  • Opt-in and list management tools to ensure compliance with HIPAA and CAN-SPAM.

Discover how our solutions can meet your evolving email infrastructure requirements today.

Picture of Pete Wermter

Pete Wermter

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

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Most Popular LuxSci Blog Posts of 2025

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

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

1. Improve Email Engagement and Marketing Results with Automated Workflows

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

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

2. Healthcare Email Threat Readiness Strategies

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

Read the full post: Healthcare Email Threat Readiness Strategies

3. HIPAA Compliant Email — 20 Tips in 20 Minutes

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

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

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

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

Read the full post: Is SendGrid HIPAA-Compliant?

5. LuxSci Shines in G2 Winter 2026 Reports

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

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

Looking Ahead to 2026

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

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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.

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LuxSci G2 Spring Reports

LuxSci Earns 22 G2 Spring 2025 Badges, Including “Best Support” and “Best ROI”

We’re excited to share that LuxSci has once again been recognized by G2, the world’s largest and most trusted software marketplace, in its Spring 2025 Reports—this time earning 22 new badges across multiple email security and encryption categories. This recognition reflects not only our unwavering commitment to secure healthcare communications, but also the trust and satisfaction of our valued customers, many of whom have been with us for years.

Among the standout G2 accolades:
🏅 Best Support – A badge that means the world to us, as we pride ourselves on offering the smartest, most responsive support in the HIPAA compliant email and communications industry.
💰 Best Estimated ROI – Demonstrates how LuxSci helps organizations maximize value from their investment in HIPAA compliant email communications – with better results like 98% deliverability.
📈 Momentum Leader – Highlighting the rapid adoption and growing impact of our secure healthcare ommunication solutions across email, text, forms and marketing.

A Spring of Recognition for LuxSci’s Secure Healthcare Communications Suite

This season’s G2 recognition spans our Secure Email, Secure Email Gateway, and Secure Text products, which are part of the LuxSci Secure Healthcare Engagement suite of solutions. These achievements reflect real user feedback, aggregated through verified G2 reviews, and they reinforce our commitment to providing the most flexible, scalable, and secure communication tools tailored for the evolving needs of healthcare organizations.

Whether you’re looking to scale secure high-volume email, build personalized communications and marketing campaigns, or accelerate workflows with multi-channel healthcare journeys, LuxSci delivers best-in-class performance and a proven HIPAA compliant solution for a wide range of healthcare communications use cases.

Why This Matters

In today’s digital healthcare landscape, secure, HIPAA-compliant email and communications are critical. But security alone isn’t enough. Providers, payers, and suppliers also need tools that are high-performing, delivered with expert support, and designed to drive business outcomes—from patient engagement to operational efficiency.

That’s where LuxSci stands out. With more than 20 years of experience, MIT roots, and a singular focus on delivering Secure Healthcare Communications, we offer customers not just software, but a strategic partner in transforming the healthcare journey and keeping patient and customer data secure.

Our recognition by G2 in categories like Support, ROI, and Momentum speaks directly to this value. It also confirms that with LuxSci, you’re not just choosing security and compliance—you’re choosing performance, personalization, and long-term success.

Explore What’s Possible with LuxSci

We invite you to discover how LuxSci can support your organization’s email communications and compliance goals. Contact us to learn more about our HIPAA-compliant solutions for secure email, marketing, forms, and text messaging—and why healthcare organizations like Athenahealth, 1800 Contacts, Rotech Medical Equipment, Delta Dental and Eurofins all use LuxSci as their trusted secure communications partner.

HIPAA Compliance and Email Communications

How Does a Patient Engagement System Improve Healthcare Outcomes?

A patient engagement system is a digital platform that facilitates communication between healthcare providers and patients while enabling active patient participation in their care through appointment scheduling, secure messaging, educational resources, and health monitoring tools. These platforms empower patients to take ownership of their healthcare journey by providing convenient access to medical records, test results, treatment plans, and direct communication channels with their care teams. Modern patient engagement systems integrate with electronic health records and practice management software to create seamless workflows that enhance both patient satisfaction and clinical outcomes while reducing administrative burden on healthcare staff.

Why Healthcare Entities Need Patient Engagement Systems

Healthcare providers today recognize that engaged patients achieve better health outcomes, demonstrate higher satisfaction rates, and contribute to more efficient care delivery processes. Patient engagement systems serve as the bridge between traditional healthcare delivery models and modern patient expectations for convenient, accessible, and personalized care experiences. These platforms enable healthcare organizations to extend their reach beyond the clinical setting, maintaining connections with patients between appointments while providing tools and resources that support self-management of chronic conditions, medication adherence, and preventive care activities.

The shift toward value-based care models has made patient engagement systems essential for healthcare organizations seeking to improve quality metrics while controlling costs. When patients actively participate in their care through digital engagement platforms, they are more likely to follow treatment protocols, attend scheduled appointments, and proactively communicate with their healthcare teams about changes in their condition. This increased engagement translates into measurable improvements in clinical outcomes, reduced hospital readmissions, and better management of chronic diseases such as diabetes, hypertension, and cardiovascular conditions. Healthcare organizations implementing these systems systems also benefit from improved efficiency in care coordination, reduced phone call volumes for routine inquiries, and enhanced ability to track and measure patient satisfaction and health outcomes across their patient populations.

Features of Effective Patient Engagement Systems

Modern patient engagement systems incorporate multiple communication channels and self-service capabilities that accommodate diverse patient preferences and technology comfort levels. Secure patient portals provide authenticated access to personal health information, enabling patients to review lab results, medication lists, and visit summaries at their convenience. Appointment scheduling functionality allows patients to book, reschedule, or cancel appointments without calling the practice, reducing administrative workload while providing patients with flexibility to manage their healthcare appointments around their personal schedules.

Two-way messaging capabilities within patient engagement systems enable secure communication between patients and their healthcare teams, facilitating quick responses to medical questions, prescription refill requests, and follow-up care instructions. Educational content delivery through these platforms ensures patients receive relevant, personalized health information based on their specific conditions, treatment plans, and risk factors. Mobile applications extend engagement opportunities by sending appointment reminders, medication alerts, and health tracking prompts directly to patients’ smartphones, increasing the likelihood of sustained engagement with their care plans.

Telehealth integration within these systems has become increasingly important, particularly following the COVID-19 pandemic’s acceleration of virtual care adoption. These integrated platforms enable seamless scheduling of video consultations, secure document sharing before appointments, and follow-up communication after virtual visits. Patient engagement systems also support remote monitoring capabilities, allowing patients to share vital signs, symptom updates, and other health data with their providers between visits, enabling more proactive and personalized care management.

Implementation Strategies

Healthcare organizations implementing patient engagement systems need carefully planned rollout strategies that consider patient demographics, technology readiness, and workflow integration requirements. Successful implementations begin with thorough assessment of existing patient populations to understand their communication preferences, technology usage patterns, and specific engagement needs. Organizations serving older patient populations may require different implementation approaches compared to those serving younger, more technology-savvy demographics, necessitating customized training programs and support resources.

Staff training and workflow redesign represent critical components of successful patient engagement system implementations. Healthcare teams need education about new communication channels, response time expectations, and protocols for managing increased patient-initiated communications through digital platforms. Administrative staff require training on helping patients register for portal access, navigate system features, and troubleshoot common issues. Clinical staff need preparation for managing the increased volume and different types of patient communications that these systems generate.

Change management strategies help healthcare organizations overcome resistance to new engagement technologies while ensuring consistent adoption across all departments. This includes establishing clear policies for response times to patient messages, defining appropriate use cases for different communication channels, and creating escalation procedures for urgent patient concerns received through digital platforms. Healthcare organizations benefit from phased implementation approaches that gradually introduce system features, allowing staff and patients to become comfortable with basic functionality before adding more advanced capabilities.

Measuring Success with Patient Engagement Systems

Healthcare organizations implementing patient engagement systems need robust metrics and monitoring systems to evaluate the effectiveness of their investment and identify opportunities for improvement. Patient satisfaction scores provide valuable insights into how well engagement platforms meet patient expectations and preferences for communication and access to care. Usage analytics reveal which features patients find most valuable, helping organizations optimize their platforms and focus training efforts on underutilized capabilities that could provide additional benefits.

Clinical outcome measurements demonstrate the health impact of increased patient engagement facilitated by digital platforms. Metrics such as medication adherence rates, appointment no-show rates, emergency department utilization, and chronic disease management indicators help healthcare organizations quantify the return on investment for the systems . These measurements also support quality improvement initiatives and value-based care reporting requirements by providing data on patient engagement activities and their correlation with health outcomes.

Operational efficiency metrics capture the impact of patient engagement systems on staff productivity and practice workflows. Reduced phone call volumes for routine inquiries, decreased time spent on appointment scheduling, and improved care coordination efficiency demonstrate the administrative benefits of digital engagement platforms. Healthcare organizations can track staff time savings, patient portal adoption rates, and digital communication volumes to understand how patient engagement systems are transforming their operations and patient interactions.

Integration with Electronic Health Records

Seamless integration between patient engagement systems and electronic health record platforms creates unified workflows that benefit both patients and healthcare providers. When patient engagement systems connect directly with EHR systems, patient-generated data from remote monitoring devices, symptom tracking applications, and patient-reported outcomes automatically populate clinical records, providing physicians with more complete pictures of their patients’ health status between visits. This integration eliminates manual data entry requirements while ensuring that all patient interactions and health information are properly documented in the medical record.

Interoperability between patient engagement systems and EHR platforms enables real-time updates to patient information, ensuring that patients always have access to their most current lab results, medication changes, and care plan updates through their engagement platforms. Clinical decision support tools can leverage patient engagement data to provide physicians with alerts about medication adherence issues, concerning symptom reports, or gaps in preventive care that patients have reported through their engagement platforms. This integrated approach creates more efficient clinical workflows while supporting better-informed clinical decision-making.

When specialists, primary care physicians, and other healthcare team members all have access to patient engagement data within their familiar EHR interfaces, they can better coordinate care plans and ensure consistent patient communication. Integration also supports population health management initiatives by enabling healthcare organizations to analyze patient engagement patterns across different patient populations and identify opportunities for targeted outreach and intervention programs.

LuxSci HIPAA Compliant Marketing FAQs

HIPAA-Compliant Email Marketing FAQs

Email is an essential channel for most healthcare marketers, but HIPAA compliance requirements can make it challenging to execute effective engagement campaigns without violating patient privacy.

HIPAA is a complicated set of regulations that while offering a lot of guidance, does not mandate the use of any specific technologies to protect patient privacy. This ambiguity causes a lot of confusion for marketers looking to integrate email into their healthcare engagement campaigns.

With this in mind, this article addresses some frequently asked questions (FAQs) about HIPAA-compliant email marketing and offers advice for securing patient data and future-proofing your marketing.

Frequently asked HIPAA compliant email marketing questions

Do Generic Newsletters Need To Be Protected?

What Is An Email API?

Does HIPAA Allow Healthcare Providers To Send Unencrypted Emails With PHI To Patients?

Can Patients Exercise Their Right Of Access By Receiving PHI via Unencrypted Email?

Is Microsoft 365 Sufficient For Marketing Emails?

What Are Common Email Marketing Use Cases For Healthcare?

How Do I Find a HIPPA-Compliant Email Marketing Vendor?

 

Do generic newsletters need to be protected?

Some marketers assume newsletters from a healthcare provider or supplier do not contain health information and, therefore, do not fall under HIPAA requirements. This assumption, however, is often incorrect, with many surprised to learn that protected health information (PHI) can be implied from seemingly innocuous information.

As a result, many generic email newsletters often indirectly contain PHI due to the very fact that they are sent to lists of current patients or customers. This is because email addresses count as individually identifiable data and when combined with the message therein, it’s pretty simple to infer that they are patients or customers.

Let’s say, for example, that you send a newsletter to the patients of a dialysis clinic. An eavesdropper could infer that the recipients receive dialysis. Consequently, as the email reveals information about an individual’s health treatment, it contains PHI and should be secured in compliance with HIPAA regulations.

For the fundamental reason that it can be difficult to determine what classifies as PHI, it’s safer to skip the ambiguity entirely and use a HIPAA-compliant email marketing solution to ensure security.

What is an email API?

An Application Programming Interface (API) is a collection of protocols, or rules, that enable different applications to communicate with each other. APIs are a crucial aspect of modern applications – as they spare developers the considerable effort of creating application features from scratch – they can just connect to the API of an existing application.

For example, how many websites have you used that utilize Google Maps? This is because they have connected their site to the Google Maps API – integrating it into their application and providing another feature for their users.

In the case of an email API, it is a way for applications, such as customer relationship management (CRM) platforms, customer data platforms (CDP) and electronic health record (EHR) systems, to connect to email service providers. This then allows marketers to send emails through the application, using the ePHI (electronic protected health information) collected and stored within the application.

Additionally, marketers can view and further utilize campaign data through the powerful dashboards and analysis tools found in CRM systems and similar applications. Trigger-based transactional or marketing emails are ideal for sending with an email API, whereby emails are sent when pre-determined conditions in the application are met. Healthcare organizations may use email APIs to send appointment reminders using electronic health records system data about a patient’s upcoming appointments, check ups or treatments.

As invaluable as email APIs are, however, especially for streamlining and automation communication workflows, they are no substitute for a comprehensive email marketing platform. Email APIs do not include the contact management systems standard in most email marketing platforms, as all the data resides within the application they connect to. Additionally, email API tools do not typically include drag-and-drop editor tools and other design features that enable you to make your emails stand out and boost patient engagement.

Does HIPAA allow healthcare providers and companies to send unencrypted emails with PHI to patients?

Encryption is an addressable standard, i.e., it must be implemented by the organization unless a risk analysis concludes that implementation is not reasonable and appropriate, under the HIPAA Security Rule. This does not mean it is optional. The HIPAA Security Rule does not explicitly forbid unencrypted email. Still, it does state that “other safeguards should be applied to protect privacy reasonably, such as limiting the amount or type of information disclosed through the unencrypted email.”

In addition, the Department of Health and Human Services also states that “covered entities are permitted to send individuals unencrypted emails if they have advised the individual of the risk, and the individual still prefers the unencrypted email.” in response to this, some organizations use waivers to inform patients of the risks and acquire permission to send unencrypted emails.

However, we do not recommend this approach for several reasons:

  1. Keeping track of waivers over time and recording status changes and updates is challenging – and increases your administrative overhead.
  2. Signed waivers do not insulate you from the consequences of a HIPAA breach.
  3. Using waivers to send unencrypted emails doesn’t absolve you of your other HIPAA obligations, such as data retention and disposal. Subsequently, using a HIPAA-compliant email solution is more manageable and eliminates ambiguity.

Can patients exercise their right of access of receiving PHI voa unencrypted email?

Yes, but they must be fully informed of the risks and sign waivers acknowledging them; the caveats detailed in the above answer apply. Consequently, it’s always best to use an encryption tool to protect patient data.

Is Microsoft 365 with encryption sufficient for sending marketing emails?

Microsoft 365 can be configured with Office Message Encryption (OME) to comply with HIPAA. However, it is not well-suited for sending marketing emails. OME primarily relies on portal pickup encryption, in which the message is stored securely on a server and requires the recipient to log in to the portal to read the email. As a result, the portal adds friction to the marketing process that prevents optimal engagement and constrains ROI.

Marketing messages containing light-PHI, i.e. low-risk data, are best sent using Transport Layer Security (TLS) encryption. TLS-encrypted messages arrive in the recipient’s inbox just like a regular email and do not require them to complete an additional step.

Additionally, Microsoft 365 is not configured to send high volumes of email. If you plan on executing large scale marketing campaigns, you could unintentionally disrupt regular business communications by sending all the messages through the same infrastructure. Instead, you should separate your business and marketing email delivery activities to protect your IP reputation, i.e., the trustworthiness of your IP addresses and how likely it is your emails end up in a spam folder, and achieve your desired sending throughput.

What are the common email marketing use cases for healthcare?

Email marketing in healthcare is not restricted to boring general practice newsletters and other communications that fail to engage patients. When you successfully harness tools that enable you to use ePHI to better target and personalize your healthcare engagement campaigns – the sky is the limit. With consumer preferences shifting toward digital communications, marketers who know how to best utilize HIPAA-compliant email marketing – and tactics like segmentation and personalization – will prove more effective at reaching patients.

Examples of ways that healthcare marketers can use email include:

  • Lead generation campaigns
  • Promotions
  • Verifications
  • Order confirmations
  • Notifications
  • Upsell & cross-sell
  • Collecting data on the patient experience

How do I find a HIPAA-compliant email vendor?

Using popular email marketing platforms, such as Mailchimp, is not recommended. Many of these platforms were designed for  businesses, but are simply not secure enough to meet HIPAA requirements. We do not recommend using a solution not specifically equipped to meet the healthcare industry’s unique security and compliance needs. To determine if your email marketing provider is compliant, they must meet three broad criteria at a minimum.

  1. The vendor must sign a Business Associate Agreement (BAA) outlining how they plan to secure your data and what they will do in the event of a breach.
  2. Encrypt data at rest when it is stored in their systems.
  3. Encrypt data, i.e., email messages, in transit as sent to the recipients.

Not all vendors will be up to the task. Carefully vet your email marketing vendors to ensure they are taking steps to secure data and protect patient privacy.

Conclusion

Admittedly, HIPAA can be difficult to understand – but choosing the right tools and adequately vetting your vendors makes it far easier to successfully execute HIPAA-compliant email marketing campaigns.

As the most experienced HIPAA-compliant email provider, LuxSci specializes in providing secure and scalable communications for companies aiming to send hundreds of thousands – or millions – of emails. In light of this, we place security, compliance and personalization considerations front and center when building our solutions.

Interested in discovering how LuxSci’s secure healthcare communications solutions can transform your healthcare marketing and engagement efforts?

Contact us to learn more today!

HIPAA secure email

What Are the HIPAA Emailing Rules Healthcare Organizations Must Follow?

HIPAA emailing rules require healthcare organizations to protect patient information through encryption, access controls, and business associate agreements when transmitting protected health information electronically. The HIPAA Security Rule mandates that covered entities implement administrative, physical, and operational safeguards to ensure the confidentiality, integrity, and availability of electronic protected health information during email transmission. These regulations apply to all healthcare providers, health plans, and healthcare clearinghouses that use email to communicate about patients, making compliance with HIPAA emailing rules essential for avoiding regulatory penalties and protecting patient privacy.

Encryption Requirements and Data Protection Standards

Protected health information transmitted via email must be encrypted using current industry standards that render the information unreadable to unauthorized recipients. The Department of Health and Human Services does not specify particular encryption algorithms, but most healthcare organizations implement Advanced Encryption Standard (AES) 256-bit encryption to meet regulatory expectations. Transport Layer Security (TLS) protocols create secure connections between email servers during message transmission, preventing interception of patient data while communications travel across public internet networks. Message-level encryption protects email content even if transport security fails or messages are stored on intermediate servers during transmission delays. End-to-end encryption ensures that only intended recipients can decrypt and read patient communications, maintaining privacy protection throughout the entire communication process.

Digital signatures provide additional security by verifying sender authenticity and detecting any unauthorized modifications to email content during transmission. These authentication measures help recipients confirm that patient communications originated from legitimate healthcare sources and have not been tampered with by malicious actors. Certificate-based authentication systems ensure that only verified healthcare providers and authorized recipients can access encrypted patient information sent through email channels. Key management protocols protect the encryption keys that safeguard patient information while ensuring that legitimate healthcare providers can access necessary communications without delays that might interfere with patient care. Secure key storage systems prevent unauthorized access to encryption keys while maintaining backup procedures that prevent data loss if primary key storage systems experience failures. Healthcare organizations following HIPAA emailing rules must maintain documented procedures for key management that balance security requirements with operational necessity.

Access Control Implementation and User Authentication

Multi-factor authentication serves as the primary defense against unauthorized access to healthcare email systems containing patient information. Users must provide multiple forms of verification before accessing their email accounts, typically combining passwords with mobile device verification codes, hardware tokens, or biometric identification. Role-based permissions ensure that healthcare staff can only access patient communications relevant to their job responsibilities and patient care relationships. Physicians need different access levels compared to billing specialists or administrative staff, with granular controls preventing unauthorized viewing of patient information outside legitimate care activities. Access permissions should automatically adjust when staff members change positions within healthcare organizations or when their patient care responsibilities shift to different departments or specialties.

Session management controls protect against unauthorized access from unattended workstations by automatically logging users out of email systems after predetermined periods of inactivity. Session timeout configurations must balance security requirements with operational efficiency, allowing sufficient time for healthcare providers to compose thoughtful patient communications without creating security vulnerabilities. Login monitoring systems detect unusual access patterns and trigger security responses when potential account compromises occur. Password policies must enforce strong authentication credentials without creating excessive burden that encourages staff to write down passwords or reuse credentials across multiple healthcare systems. Healthcare organizations implementing HIPAA emailing rules benefit from password managers that help staff maintain unique, complex passwords while integrating with single sign-on systems that reduce authentication friction during busy clinical workflows.

BAA Requirements for HIPAA Emailing Rules

Business associate agreements establish the legal framework governing relationships between healthcare organizations and their email service providers. These contracts must specify exactly how providers will protect patient information, what security measures they will maintain, and detailed procedures for reporting security incidents to healthcare organizations. Agreement terms should cover data retention requirements, geographic restrictions on information storage, and procedures for returning or destroying patient data when business relationships terminate. Vendor security assessments verify that email service providers maintain appropriate technical safeguards and compliance programs before healthcare organizations entrust them with patient information. Due diligence evaluations should include reviewing provider security certifications, examining their data center facilities, and verifying their experience with healthcare compliance requirements. Insurance verification ensures that email providers maintain adequate cyber liability coverage to protect healthcare organizations from financial exposure during security incidents.

Audit rights enable healthcare organizations to verify that their email providers comply with business associate agreement terms and maintain appropriate security controls. These contractual rights should include access to security audit reports, penetration testing results, and compliance documentation relevant to patient data protection. Liability allocation clauses protect healthcare organizations from financial responsibility when email security incidents result from provider negligence or system failures. Contract terms should clearly define each party’s responsibilities for maintaining security controls and specify how costs will be allocated when security breaches require patient notification, credit monitoring, or regulatory penalties. Those mastering HIPAA emailing rules recognize that business associate agreements are the foundation for compliant email communication with third-party service providers.

Workflow Integration for HIPAA Emailing Rules

Staff training programs must educate healthcare workers about appropriate use of email for patient communications and help them understand when alternative communication methods are more appropriate than electronic messaging. Training should cover recipient verification procedures, encryption activation requirements, and any other HIPAA Emailing Rules for determining what health information is suitable for email transmission versus what requires telephone calls or secure patient portals. Healthcare staff need decision-making frameworks that help them evaluate the appropriateness of email communication for different types of patient information and clinical situations. Incident response procedures prepare healthcare organizations to handle security breaches involving patient information transmitted through email systems. Response protocols should include immediate containment measures, assessment of potential patient impact, and notification procedures for affected individuals and regulatory authorities. Documentation requirements ensure that incident response activities demonstrate compliance with breach notification requirements and provide evidence of appropriate remediation efforts.

Backup and disaster recovery procedures protect patient communications from data loss while maintaining the same encryption and access control standards as primary email systems. Recovery procedures should be tested regularly to verify that patient information can be restored quickly without compromising security protections. Archive systems must preserve encrypted email communications for required retention periods while maintaining searchability for clinical and legal purposes. Quality assurance monitoring verifies that email security measures function correctly and staff follow established procedures for protecting patient information. Audit procedures should review email usage patterns, verify encryption activation, and assess compliance with access control requirements. Entities implementing HIPAA emailing rules receive help from automated monitoring systems that detect potential security issues and generate alerts when unusual email activities occur that might indicate security incidents or policy violations.

Consent Procedures for HIPAA Emailing Rules

Patient consent requirements vary depending on the type of health information being transmitted and the communication preferences expressed by individual patients. While healthcare providers can generally communicate with patients about treatment, payment, and healthcare operations without specific authorization, organizations should obtain written consent before sending detailed medical information through email channels. Consent documentation should explain security measures while acknowledging that email communication carries inherent privacy risks despite protective technologies. Communication content guidelines help healthcare staff determine what patient information is appropriate for email transmission versus what requires more secure communication methods. Appointment reminders, general health education, and routine test results may be suitable for encrypted email communication, while psychiatric evaluations, substance abuse treatment records, or genetic testing results may require additional protections or alternative communication approaches. Staff need clear criteria for evaluating the sensitivity of patient information and selecting appropriate communication channels.