What Cloud is HIPAA Compliant?

HIPAA Email Marketing
Erik Kangas
December 13, 2024

No cloud platform is inherently HIPAA compliant without proper configuration and implementation. Major cloud providers including AWS, Microsoft Azure, Google Cloud, and Oracle Cloud can support HIPAA compliance when properly configured and covered by a Business Associate Agreement (BAA). Healthcare organizations must implement appropriate security controls, access restrictions, and monitoring regardless of which cloud they select. The HIPAA compliance of any cloud environment depends on both provider capabilities and how organizations configure their cloud resources.

Cloud Vendor Healthcare Capabilities

Leading cloud platforms offer services that support healthcare applications when properly implemented. Amazon Web Services (AWS) provides numerous HIPAA eligible services with appropriate security features and BAA coverage. Microsoft Azure includes healthcare-focused compliance frameworks and security implementations that align with HIPAA requirements. Google Cloud Platform lists HIPAA eligible services in their compliance documentation with clear guidance for healthcare implementations. Oracle Cloud offers capabilities for healthcare organizations building compliant environments. These providers maintain physical security for their data centers while providing tools for customers to implement logical security controls.

BAA Coverage and Responsibilities

Healthcare organizations must obtain a Business Associate Agreement from their cloud provider before storing protected health information in the cloud. These agreements establish the cloud provider as a business associate under HIPAA regulations. Each major provider offers standardized BAAs covering their services, though coverage varies between providers. Not all services from a provider fall under BAA coverage – organizations must verify which services qualify. The BAA establishes shared responsibility for securing protected healthcare information (PHI), with the cloud provider handling physical security and infrastructure while healthcare organizations remain responsible for application security and access management.

Implementing Cloud Security Measures

Creating a HIPAA compliant cloud environment requires several security implementations. Encryption for data at rest and in transit protects information from unauthorized access. Identity and access management controls restrict system access to authorized personnel. Network security measures include virtual private networks, firewall rules, and segmentation to isolate healthcare data. Logging and monitoring systems track user activities and system events. Backup and disaster recovery processes maintain data availability. Organizations must document these security implementations during audits or assessments to be considered fully HIPAA compliant.

Service Model Compliance Divisions

Different cloud service models affect how compliance responsibilities are divided between providers and healthcare organizations. Infrastructure as a Service (IaaS) gives organizations more control but also more responsibility for security implementation. Platform as a Service (PaaS) provides pre-configured environments with some security features built in. Software as a Service (SaaS) includes more provider-managed security but less customization. Healthcare organizations must understand where their responsibilities begin and end in each model. Documentation should clearly establish which security controls fall to the provider versus the healthcare organization based on the selected service model.

Healthcare-Optimized Cloud Solutions

Some providers offer specialized cloud environments designed for healthcare workloads. These environments include pre-configured compliance controls aligned with HIPAA requirements. Examples include AWS Healthcare, Microsoft Cloud for Healthcare, Oracle Cloud Infrastructure for Healthcare, and Google Cloud Healthcare API. These offerings often include healthcare-focused data models, integration capabilities, and security frameworks. While these environments simplify compliance efforts, organizations still must implement appropriate configurations and policies. The specialized nature of these offerings can provide advantages for healthcare-focused workflows and data handling requirements.

Maintaining Cloud Compliance

HIPAA compliance in cloud environments requires continuous management rather than one-time implementation. Organizations need processes for regular security assessments of their cloud configurations. Cloud security posture management tools help identify potential compliance gaps. Staff require training on cloud security practices and HIPAA requirements. Change management procedures should evaluate compliance impacts before implementing cloud configuration changes. Documentation must remain current as cloud environments evolve. These ongoing management practices help maintain HIPAA compliance throughout the lifecycle of cloud-based healthcare applications.

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LuxSci Earns 11 Badges in G2 Fall 2025 Reports, Including Best Support and Momentum Leader

September 10, 2025
Pete Wermter

We’re happy to share that LuxSci has once again been recognized for excellence in the G2 Fall 2025 Reports! Based entirely on verified customer reviews, LuxSci earned 11 G2 badges this season, highlighting our continued commitment to providing exceptional support, driving ROI for our customers, and delivering the best products.

From Best Estimated ROI to Momentum Leader, our performance on G2 is a direct reflection of the trust and success of our customers. Let’s take a closer look at what these new accolades mean and why they matter.

What Is G2 and Why Does It Matter?

G2.com is a trusted platform for peer-to-peer business software reviews. G2 publishes quarterly reports that analyze software companies based on verified customer feedback and real-world performance data. For the latest G2 reports, we’re honored to have earned 11 badges for Fall 2025.

Here’s What LuxSci Earned in Fall 2025

LuxSci was awarded a total of 11 badges across multiple categories. These honors reflect customer satisfaction, platform momentum, return on investment, and the quality of support we provide.

LuxSci’s G2 Fall 2025 Badges include:

Best Support (Secure Email Gateway)
Easiest Admin (Email Security)
Best Estimated ROI (Email Security)
Best Meets Requirements (Secure Email Gateway)
Momentum Leader (Multiple Categories)
High Performer (Email Encryption)
High Performer (Secure Email Gateway)
High Performer (Email Security)
Users Most Likely to Recommend (Secure Email Gateway)
Easiest To Do Business With (Email Encryption)
Easiest Setup (Email Encryption)

Why These Badges Matter

Let’s break down a few of the key categories and why they’re worth calling out:

Best Support

This badge shows we’re not just responsive—we’re reliable, helpful, and proactive. Our support team works around the clock to ensure customers feel heard and empowered. It’s a core part of our offering and overall customer experience.

Momentum Leader

This badge is awarded to companies showing significant growth in customer satisfaction, web presence, and employee growth. It means we’re not standing still—we’re scaling smartly, with our customers and partners in mind.

Best Estimated ROI

This one’s big. It means LuxSci offers exceptional value. Customers see real results that justify the investment. This includes secure email with 98% deliverability rates that truly drive better engagement for your healthcare communications and campaigns.

Built for Security and Compliance

At LuxSci, we don’t just build HIPAA compliant, enterprise-grade secure email and marketing tools—we build trusted relationships with our customers and partners. Our focus continues to be:

Protecting sensitive data with the highest levels of security and compliance
Building the best products, so customers have peace of mind
Providing unmatched customer support, every step of the way

We’re Not Slowing Down Anytime Soon

With security threats constantly evolving and compliance demands increasing, the need for secure, HIPAA compliant email and communications has never been greater. Whether you’re in healthcare, or regulated industries like financial services, LuxSci is here to ensure your communications stay secure, high-performing, and supported.

We’re proud to serve a growing base of professionals who rely on LuxSci every day to keep their sensitive data secure. Want to see what the buzz is about?

Explore LuxSci on G2

Understanding Business Associate Agreements (BAAs) and Shared Responsibility

September 9, 2025
Pete Wermter

Modern-day healthcare organizations rely on a growing array of partners and vendors to provide them with the tools they need to effectively serve patients and customers.

However, while new digital solutions and healthcare ecosystems often result in greater productivity and efficiency, they also increase the number of third parties a company must communicate with and share protected health information (PHI), requiring a business associate agreement (BAA). Unfortunately, this increases the risk of PHI being exposed, as it increases a healthcare organization’s supply chain network and the number of external organizations with access to their data, significantly raising the risk of a security breach.

This is where the concept of shared responsibility comes in.

In this article, we explore the shared responsibility model for data security, explaining the concept, the role of a BAA in shared responsibility, and why healthcare companies need to know how it works and where it factors into their HIPAA compliance efforts.

What Is The Shared Responsibility Model?

Shared responsibility is a core data security principle that divides the responsibility for protecting data between a company that collects the data and a vendor that supplies the infrastructure or systems used to process said data.

The shared responsibility model grew in prominence as more companies moved to cloud-based environments and applications. In the past, when companies kept their systems and data onsite, they had more control over who could access their data and, subsequently, a better ability to mitigate data security risks.

However, in adopting cloud-based infrastructure and applications, companies have to process and store their data in the cloud – often in shared infrastructure with other vendors using the same cloud – which consequently shifts some of the responsibility of information security to the cloud service provider (CSP) itself. This marked a profound shift in the way data was handled, transmitted, and stored – necessitating an evolved approach to data security.

This fundamental shift in the way companies consume infrastructure and use apps ushered in the shared responsibility model: Where the cloud vendor provides the infrastructure or application, including HIPAA compliant and high secure environments, but it’s still the responsibility of the client to configure and use it securely.

Business Associate Agreements (BAAs) and Shared Responsibility

By detailing the respective responsibilities of healthcare companies or Covered Entities (CEs) and their vendors or Business Associates (BAs) in securing PHI, a Business Associate Agreement is a prime example of shared responsibility.

For example, the Business Associate shoulders the responsibility of providing the data safeguards required by HIPAA to secure patient data, such as infrastructure, encryption, audit logging, and even physical onsite security.

The Covered Entity, meanwhile, is responsible for conducting risk assessments, defining access control policies and processes, configuring services accordingly, workforce training, and continuous monitoring.

Additionally, both parties have the obligation to report security incidents to each other, as well as being independently accountable to the U.S. Department of Health and Human Services (HHS).

Why Shared Responsibility Is Essential for HIPAA Compliance

For healthcare companies, having a firm grasp of the shared responsibility model for safeguarding and securing PHI, and how they fit within your overall security posture is essential (for two key reasons).

Security Gaps

Firstly, clearly understanding the shared responsibility decreases the likelihood of security gaps. If CEs are under the impression that the vendor handles all aspects of data security, they won’t be as vigilant. They’ll be less inclined to configure services, educate their staff accordingly, pay appropriate attention to vendor security alerts, etc.

But the same is also true for BAs: If they assume their client does most of the heavy lifting in securing the data disclosed to them, they could be remiss in their duties to protect it. Without shared responsibility, each side simply assumes the other is covering a safeguard, opening the door for security gaps that malicious actors can exploit.

Fortunately, by detailing both parties’ (CEs and BAs) responsibilities and liabilities regarding data protection, a BAA removes this ambiguity and, more importantly, reduces the risk of security gaps. It’s critical to know the details and work with vendors building products for compliance versus implementing a tick-box approach to compliance that places too much burden on the CE.

Covered Entities (CEs) Are Ultimately Accountable

Subsequently, the second reason why it’s essential for CEs to understand the shared responsibility model, and increase their cybersecurity readiness accordingly, is that it’s the CE that’s ultimately held accountable for data breaches.

Mistakenly thinking that a BAA automatically makes them compliant may result in healthcare companies underinvesting in training, monitoring, and incident response. Conversely, understanding that even with a BAA in place, they’re the ones primarily accountable for protecting PHI gives them a greater sense of urgency to properly implement HIPAA compliant security measures.

The Covered Entity’s Role Within Shared Responsibility

Let’s look at the ways that healthcare companies have to hold up their end in the shared responsibility model.

Choose Compliance-Conscious Vendors

First and foremost, companies have to choose the right vendors to supply them with HIPAA compliant services and solutions.

Look for companies that market themselves as HIPAA compliant and display a detailed understanding of HIPAA requirements, particularly the HIPAA Security Rule. Do your due diligence and perform deeper dives on potential vendors, researching their stated security features, reviews from existing clients, whether they have certifications like HITRUST – and if they’ve been involved in any data breaches.

Naturally, a core prerequisite of being a HIPAA compliant vendor is being willing to sign a BAA, so you can immediately rule out any vendors not willing to do so. For instance, some healthcare companies may assume they can use widely adopted solutions such as SendGrid, Mailchimp, but they don’t offer a BAA.

Once you’ve confirmed a vendor offers a BAA, look through it to establish its terms and determine if it covers the services you’re interested in.

Configuration

Another core component of shared responsibility is comprehensive configuration management. While the BA’s responsibility is to provide a secure solution that satisfies HIPAA requirements, it’s the CE’s responsibility to configure it securely to fit within their IT ecosystem.

Features that often require configuration include:

Access control: Role-based access, Zero Trust, Multi-Factor Authentication (MFA).
Encryption settings: Enabling encryption, choosing encryption type, enforcing forced TLS, enabling storage encryption.
Feature restrictions: Disabling default configurations that enable integration with non-compliant tools.
Audit logging: Enabling audit logging and configuring log formats.
Retention settings: How long to retain audit logs and who is permitted to review them.

Finally, establishing a patch management strategy, i.e., when and how your organization applies software updates, is an important element of configuration. While the vendor must release updates to fix security vulnerabilities discovered in their solutions, it’s up to healthcare companies to deploy the patches.

Training

Regardless of how many security features a vendor bakes into their solutions, once deployed by a healthcare company, the tool is only as secure as the practices of their least security-conscious employee. Consequently, companies must train their staff on how to properly use a solution to process protected health information and sensitive data. The more an employee is required to handle PHI, the more thorough and frequent their training should be.

Key aspects of comprehensive cybersecurity training include:

Common cyber threats: what the most prevalent cyber threats are and how to recognize them.
Incident response: how to report a suspected security incident, i.e., who to contact and when.
Specific solution training: how to securely use systems that process PHI
Scope awareness: knowing which services within your organization’s IT ecosystem are HIPAA-compliant and which are not

Reporting

Although both healthcare companies and BAs have notification obligations to the HHS in the event of a data breach involving PHI, it’s the CE that bears most of the investigative burden.

Firstly, while a BA may report a security incident, it’s the CE’s responsibility to conduct a risk assessment to determine the probability of compromise of PHI, assess risk, and determine whether an official notification of a breach to HHS is necessary.

Secondly, BAs must notify the CE without unreasonable delay and no later than 60 days after discovery. Although BAs often wait to complete internal investigations before notifying the CE, the CE’s 60-day clock starts upon the BA’s discovery, not upon the BA’s report. Therefore, BA delays can create compliance risks for the CE.

To prevent this, where possible, you can include stricter contractual reporting timelines in the BAAs. This constantly keeps your company in the loop, ensuring you have sufficient lead time to complete your own investigations and your HIPAA-regulated deadlines.

LuxSci – Secure Healthcare Communications

Developed specifically to fulfil the stringent regulatory and ever-evolving data security needs of the healthcare sector, LuxSci’s secure email, text, marketing and forms solutions help companies protect PHI and personalize communications.

Equally as importantly, instead of leaving you to “figure it out” – pushing additional responsibility back onto your company – LuxSci has a reputation for the best customer support in the business, offering onboarding, detailed documentation, secure default configurations, and ongoing support to help navigate the murky waters of HIPAA compliance, while getting best-in-class performance out of your solution.

Contact LuxSci today to learn more or get a demo.

Signing a BAA Does Not Automatically Make You HIPAA Compliant

August 26, 2025
Pete Wermter

For healthcare organizations, choosing the right product and service vendors is essential for achieving HIPAA compliance. One of the key prerequisites of a HIPAA-compliant vendor is the willingness to sign a Business Associate’s Agreement (BAA): a legal agreement that outlines both parties’ responsibilities and liabilities in securing protected health information (PHI).

However, despite what some healthcare organizations have been led to believe, simply signing a BAA with a vendor doesn’t guarantee your use of their product or service will be HIPAA-compliant. In reality, a BAA is just the beginning, and there are several subsequent actions both healthcare organizations and their supply chain partners must take to ensure the compliant use of PHI, especially over communications channels like email.

With this in mind, this post explores some of the reasons why signing a BAA on its own doesn’t ensure the security of PHI and protect your organization from HIPAA violations.

Business Associate Agreements (BAAs) Explained

As touched upon above, a BAA is a legally-binding document established between a covered entity (CE), i.e., healthcare organizations, and a business associate (BA), i.e, any company that handles PHI in providing a CE with products or services. For a BA to handle patient or customer data on behalf of a CE, following HIPAA regulations, there must be a BAA in place.

A BAA details:

Each party’s roles, responsibilities, and liabilities in securing PHI.
The permitted uses of PHI by the BA and, conversely, restrictions on any other use.
The BA’s responsibilities in implementing appropriate administrative, technical, and physical security measures to best protect PHI.
The BA’s obligations to report any unauthorized use, disclosure, or breach of PHI.
That the BA is required to assist with patient rights support, i.e., data access, amendments, and accounting of disclosures, when appropriate.
The BA’s obligations in making records available for audits or investigations.
The CE’s right to terminate the contract if the BA fails to fulfil their obligations in safeguarding PHI.

Additionally, if a BA employs a third-party company, i.e., a subcontractor, that will have access to a CE’s PHI, they are required to establish a BAA with that company. This then makes the subcontractor a “downstream BA” of the CE, and subject to the same obligations and restrictions placed on the original BA. This ensures the security protections mandated by HIPAA flow down the entire chain of custody for sensitive patient and customer data.

Compliance Considerations After Signing a Business Associate Agreement (BAA)

Now that we’ve covered what a BAA is and the role it plays in ensuring data privacy, let’s move on to exploring some of the key things you have to do following the singing of a BAA to ensure HIPAA compliance.

1. Both Parties Must Implement HIPAA-Required Data Risk Mitigation Measures

First and foremost, while a BAA details each party’s respective responsibilities in implementing measures to protect PHI, both still actually need to implement those required security features to achieve HIPAA compliance.

The measures required under HIPAA’s Security Rule, including encryption and access control, are designed to mitigate and minimize the impact of data breaches. So, if a company suffers a security breach and later audits show the required security policies and controls were not in place, they would be subject to the consequences of HIPAA violations, including fines and reputation damage.

Also, while a BAA stipulates that the BA is responsible for implementing the HIPAA-required safeguards for the PHI under their care, it doesn’t specify exactly which security measures they must implement. Subsequently, that’s left to the BA to interpret based on their understanding of HIPAA requirements, and how they conduct their required risk assessments.

For example, if you have a BAA with your email services provider, that alone may not be enough to keep your company or organization HIPAA compliant. That’s because the provider may not have the security measures your organization needs, and instead have a carefully worded BAA that will leave you vulnerable.

Let’s say your email marketing service provider is a “semi-HIPAA compliant” provider. In these cases, they may not offer email encryption, or the necessary access control measures your organization needs to send PHI and other sensitive information safely. The so-called HIPAA compliance may be limited only to data stored at rest on their servers only.

In short, although a BAA outlines each party’s commitment to securing data, both parties still have to follow through on implementing risk mitigation measures. Additionally, though a healthcare company has its BA’s assurances that they’ll have the appropriate safeguards in place, CEs often only have limited visibility into its ongoing security posture. As a result, asking the right questions and working with a proven HIPAA compliant provider are critical steps healthcare organizations must take to ensure full compliance.

2. CEs Must Stick to “In-Scope” Services

While a BA may provide a CE with a range of services, many limit the coverage of their BAAs to particular “in-scope” services. As a result, if a healthcare organization were to use a service outside the coverage of the BAA, i.e., an “out-of-scope” service, they’d risk exposing patient data and incurring HIPAA violations.

And, even when a service is in-scope, the BA is still required to configure it properly for it to be compliant. These configurations could include:

Enabling encryption
Establishing access control
Activating multi-factor authentication (MFA)
Turning on audit logging

With this in mind, it’s crucial to ensure that the “complete” service or tool – not just a part of it – is covered by a BAA before using it to process PHI. Similarly, check the terms of your BAA for configuration or security best practices that offer guidance on fully HIPAA compliant use, and make sure your responsibilities as a CE are 100% clear.

3. Staff Must Be Trained to Securely Handle PHI

Another key reason that signing a BAA doesn’t automatically result in HIPAA compliance is the likely need for both parties to educate their staff on how to securely handle sensitive data, such as PHI.

Firstly, as discussed above, only some of the services offered by a BA may be covered by its agreement. Subsequently, a healthcare organization’s employees need to be sufficiently trained on the use and disclosure of PHI, namely, the services in which they’re permitted to process PHI and which, in contrast, services are non-compliant.

By the same token, as well as implementing the stipulated safeguards, BAs are responsible for training their workforce on how to use and, where appropriate, configure them. This will help ensure the limited, correct use and disclosure of PHI as allowed by the BAA.

4. Reporting Requirements

A BAA stipulates that a BA must notify the CE in the event of improper or unauthorized use of PHI. More specifically, this includes:

Reporting immediately any use or disclosure not permitted by the terms of the BAA.
Notifying the CE of security incidents resulting in the potential exposure of PHI.

However, the commitment to reporting in the BAA and the ability to deliver on that commitment are two different things entirely. Firstly, the BA must implement the policies and infrastructure that allow for timely incident reporting. This includes conducting risk analysis, implemeting continuous monitoring, and developing a robust incident response plan.

Additionally, a key aspect of prompt, comprehensive reporting includes the BA ensuring that their staff are sufficiently trained to detect and report security events. As part of their training on the secure handling of PHI, a BA’s employees must be able to recognize common security issues and threats, such as improper email configurations and phishing attempts, and how to report them.

5. Subcontractor BAAs

While CEs must sign BAAs with their BAs for the compliant use and disclosure of PHI, they don’t have to sign such agreements with any subcontractors the BA may employ. Instead, it’s the responsibility of the BA to enter into their own business associate agreements with their subcontractors. As a result, the original security obligations are passed all the way down the data’s chain of custody.

While a CE can take certain measures to enforce this, such as requesting proof of subcontractor BAAs – or even the ability to review subcontractors before beginning engagement – ultimately, they have little control over their security postures. Ultimately, this means that they have to trust that the original service BA does their due diligence in selecting security-minded subcontractors, with the right PHI safeguards in place.

HIPAA Compliance Beyond a BAA with LuxSci

LuxSci’s secure healthcare communications solutions – including HIPAA compliant email, text, marketing and forms – are designed specifically with the stringent compliance requirements of the healthcare industry in mind.

LuxSci also provides onboarding, comprehensive documentation, and support to ensure your infrastructure configurations align with HIPAA requirements, so you can confidently include PHI in your healthcare engagement communications campaigns.

Contact LuxSci today to discover more about achieving compliance beyond obtaining a BAA.

How Hypersegmentation Drives Greater Healthcare Marketing Engagement

August 20, 2025
Pete Wermter

In healthcare marketing, effective engagement is crucial. It’s imperative that healthcare providers, payers, and suppliers know how to connect with their patients and customers, keeping them aware of all aspects of their healthcare journey – and empowering them to participate as much as possible.

This is where segmentation comes in.

Instead of sending out healthcare marketing email communications that appeal to as many people as possible, segmentation enables healthcare companies to appeal to specific individuals or groups. It opens the doors for scenarios in which patients and customers see a message in their inbox and think, ‘this message is for me’.

With that goal in mind, this post explores use cases and best practices in segmentation, why it’s so important for healthcare companies, and different ways that marketers can segment their audiences for optimal patient and customer engagement.

What is Segmentation?

Segmentation is the process of dividing your contact list, or audience, into smaller groups based on shared data, including protected health information (ePHI) characteristics. This could include demographics (age, gender, geographic location, etc.), medical conditions, risk factors, behaviors, and so on.

Why Segmentation is Essential in Healthcare Email Marketing

For healthcare organizations, segmentation is a highly effective, and essential, strategy for sending patients and customers personalized email messaging. Personalized emails are more relevant to the recipient, which greatly increases the chance of them capturing their attention and subsequent engagement.

This allows healthcare companies to successfully achieve the objective of their email campaigns, whether that’s reducing the number of appointment no-shows, increasing adherence to care plans, securing payments, or boosting sign-ups or sales. More importantly, patients and customers are more involved in their healthcare journey, staying on top of upcoming appointments, receiving applicable advice and recommendations, and becoming aware of products and services that may prove beneficial to their health, improving overall outcomes.

Additionally, dividing audiences into distinct groups gives healthcare organizations invaluable insights into the behaviour and needs of different segments at different stages of the healthcare journey.

For instance, an email campaign targeting a particular segment may reveal that they’re more likely to miss appointments than other groups. Similarly, segmentation may highlight that a certain high-risk group neglects to book recommended health screenings. Such insights enable healthcare providers, payers, and suppliers to improve their email engagement strategies, to drive more desirable outcomes and, ultimately more satisfied, loyal, and, above all, healthier patients and customers.

How Can Segmentation Aid HIPAA Compliance?

Another considerable benefit of segmentation for healthcare organizations is that it supports their HIPAA compliance efforts. Because segmentation necessitates setting precise rules that control which individuals receive particular emails, it greatly mitigates the risk of accidentally sending sensitive patient data to the wrong person.

Let’s say, for instance, that you want to conduct an email campaign targeting expectant mothers. By creating a segment comprised of pregnant patients or customers using the appropriate data field, you ensure that sensitive, pregnancy-related information is only sent to relevant parties. By reducing the likelihood of disclosing PHI to the wrong individuals, segmentation not only helps maintain regulatory compliance, but also preserves patient trust and confidence in your organization.

Different Ways to Segment Your Audience

Demographic Segmentation

This involves grouping individuals by shared demographic attributes such as:

Age
Gender
Location
Ethnicity
Education Level
Employment Status
Marital Status
Family Status
Socioeconomic Status (Income)
Spoken Languages / Preferred Language
Income
Insurance Coverage Type
Religious or Cultural Affiliations

Demographic information is a very powerful way to segment audiences to send them valuable, highly relevant information, for example:

Sending mammogram or prostate screening recommendations to women or men over a certain age.
Sending health alerts to people in a certain region or ZIP code in response to the emergence of a disease in their area (e.g., flu, a new COVID strain).
Making educational material easy to understand and informative.

Clinical Segmentation

Here, individuals are grouped according to medical criteria, such as:

Health conditions
Prescribed medications
Treatment plans
Recent surgeries or medical procedures
Recent lab test results
Hospitalization history
Vaccination status

This enables healthcare organizations to craft a wide range of specific communications that hone in on particular patients and customers, including:

Disease management and preventative care advice for people suffering from certain conditions, e.g, how diabetic patients can best monitor and manage their blood sugar.
Recovery guidance for post-operative patients.
Feedback requests for individuals on particular treatment plans, in an effort to optimize them.

Healthcare Journey Stage Segmentation

This divides individuals according to their position in their care journey within your organization.

For healthcare providers, new patients should receive onboarding materials, explanations of services and how to make the most of them, and similar materials that help them feel welcome and informed. Existing patients, meanwhile, can be further segmented into active, overdue (inactive), or high-risk groups – all of which have different needs and ways in which they should be communicated with:

Active patients: appointment reminders, educational materials, event and service recommendations, satisfaction surveys, etc.
Overdue and inactive patients: appointment or payment reminders, re-engagement communications, etc.
At risk patients: more frequent communications, care coordination messages, or support service referrals

Behavioral Segmentation

This method of segmentation is based on how recipients interact with emails or services, including:

How often they open emails.
If they click through on links.
If they use patient portals.
If they complete forms.
How often they attend scheduled appointments.

This segmentation empowers healthcare organizations to tailor the content type, frequency, and calls-to-action based on real engagement insights, and also carry out automated workflows based on each individual’s interaction with an email.

Supercharge Your Segmentation with LuxSci

LuxSci’s empowers healthcare organizations to effectively segment their contact lists into distinct target audiences for greater engagement in the following ways:

LuxSci Secure Marketing features powerful hypersegmentation capabilities for granular targeting that increase opens, clicks and conversions for your healthcare marketing campaigns.
LuxSci Secure High Volume Email enables companies to execute campaigns encompassing hundreds of thousands or millions of emails, targeting specific groups and audiences.
Easy integration with EHR, CDP, and CRM systems to leverages deeper levels data for highly targeting, highly personalized email campaigns.

Reach out today to learn how LuxSci can help you reach more patients and customers, drive more engagement and conversions, and improve overall outcomes.

12 Key Questions to Ask Before Sending HIPAA-Compliant Marketing Emails

October 30, 2024
LuxSci

So – you’ve just been told that your email marketing program is putting your company at risk of violating HIPAA.

Ok. What now?

If you want to continue your email-based patient engagement efforts – without the risk of the financial, operational, and reputational risk that accompanies the exposure of sensitive patient data, you must implement HIPAA compliant email marketing practices.

This is comprised of two components: becoming HIPAA-compliant, setting up the required systems and procedures to ensure your PHI (PHI) and EPHI (EPHI) are protected, and your marketing objectives, who you want to reach and what to communicate.

However, you don’t have to let your marketing objectives suffer for the sake of security.

Implementing a HIPAA-compliant marketing program can actually help you achieve better marketing results.

Asking yourself these 12 questions ensures your email marketing campaigns align with your business goals and are HIPAA-compliant.

———

HIPAA-Compliant Marketing Emails

1. Do you have security controls to protect access to your email marketing system?

2. Do you have a documented procedure to guide you HIPAA-compliant email marketing?

3. Can you send encrypted emails?

4. Do you have a complete understanding of your organization’s PHI and ePHI?

5. Do you have a required training process for anyone sending HIPAA-compliant marketing emails?

6. Do you have effective protection against malware?

7. Do you have valid Business Associate Agreements (BAA) in place?

8. Why am I sending this email?

9. Is my email’s subject line standing out?

10. What is the recipient’s brand and product awareness level?

11. Have I tested my message for readability?

12. Have I sent my message to a test email account?

HIPAA-Compliant Marketing Emails

If your organization requires HIPAA-compliant email, start by using these questions to inspect your email marketing for compliance. Note that while we can’t provide legal advice, the below questions will help you identify some of the most common points of vulnerability and non-compliance.

1. Do you have security controls to protect access to your email marketing system?

Email security is an essential component of being HIPAA-compliant. As a starting point, check your internal security processes for access restrictions. This includes:

A robust password policy, i.e., changed frequently (e.g., 30 days), has to contain a mixture of characters, etc.
Multi-factor authentication (MFA), i.e., users verifying their identity in multiple ways, e.g., username/password and sent number codes (text, email, key fob, etc.), biometrics, etc.
Role-based access controls, i.e., granting access to individuals based on the responsibilities of their job role.
Zero Trust Architecture (ZTA), i.e., “never trust, always verify” – where users are required to reconfirm their identity on a case-by-case basis, as opposed to once when logging on, which mitigates session hijacking and similar threats.

2. Do you have a documented procedure to guide you HIPAA-compliant email marketing?

“Winging it” simply doesn’t cut it when it comes to HIPAA-compliant email marketing; you must develop a comprehensive documented process detailing how you intend to safeguard PHI throughout your email marketing campaigns.

This should include:

Specifying the HIPAA-compliant email delivery service you’ll use to execute your marketing campaigns

The processes and controls you’ll use to encrypt data for ePHI at rest and in transit

The access and authentication controls you have in place

How you’ll implement data minimization: only using the minimum necessary PHI in communications – and not including sensitive PHI unless it’s essential.
How you’ll securely dispose of data: Implement a process for securely deleting emails containing ePHI once they’re no longer needed, to comply with retention policies.
Staff training: educating employees involved in email marketing on how to securely handle PHI and other HIPAA requirements.
Incident response plan, i.e., an additional documented plan for how you’ll respond to data breaches and other cyber attacks; this also includes notifying any affected parties as mandated by HIPAA.

If you’re starting from scratch, the information contained in the answers to the questions in this article provides a useful starting point for creating your first procedure.

3. Can you send encrypted emails?

If you are sending highly sensitive data or PHI in your emails, be aware that HIPAA requires the data to be encrypted a rest, i.e., the storage medium where it resides, and in transit, when being sent to recipients.

To the surprise of many healthcare organizations, most major email marketing providers, such as Mailchimp and Constant Contact are unable to provide encryption for data in transit and only protect data in their systems. To avoid falling foul of HIPAA regulations, ensure that the email delivery platform you use to transmit messages containing PHI offers end-to-end encryption.

4. Do you have a complete understanding of your organization’s PHI and ePHI?

Much of the time, when we, as well as healthcare providers, talk about PHI, we’re actually referring to electronic protected health information (EPHI). While PHI is a catch-all term to account for all sensitive health information, in truth, in the digital age, the vast majority is stored electronically in data centers – and the patient data handled is EPHI.

You can discover “PHI” and “ePHI” within the context of your organization’s context by identifying and categorizing the PHI and ePHI typically handled in your business. It’s an absolutely crucial tenet of data protection that you simply can’t protect what you’re not aware of.

Comprehensive PHI categorization will help your staff navigate HIPAA-compliant email requirements.

5. Do you have a required training process in place for anyone sending HIPAA-compliant marketing emails?

Your HIPAA compliance program, as with your company’s overall cybersecurity posture, is only as strong as your weakest link. In light of this, it’s essential to educate the staff within your company who are involved in your healthcare engagement campaigns on the secure use of ePHI and HIPAA-compliant marketing practices.

Additionally, this needs to be reflected in your onboarding process, so new hires are made familiar with HIPAA regulations, should their role require it.

6. Do you have effective protection against malware?

In the unlikely event you need any further encouragement to revisit your company’s anti-malware (viruses, ransomware, Trojans, etc.) measures, there are always HIPAA compliance requirements!

To better protect your sensitive customer data against a slew of increasingly sophisticated cyber threats, start with these three key considerations:

Do you have anti-malware protection running on all of your organization’s devices? Additionally, does this extend to your employee’s personal devices on which they handle PHI?
How frequently do you update your anti-malware solution?
Does your email marketing provider have sufficient protection malware mitigation measures in place, as per HIPAA requirements?

7. Do you have valid Business Associate Agreements (BAA) in place?

It’s normal to outsource activities like email marketing to a third party, but for the service they provide to be HIPAA-compliant, you must have a business associate agreement (BAA) in place.

A BAA documents how two organizations will share PHI and under what circumstances. A BAA also details the legal responsibilities of each party in the event of a serious issue. With a BAA being a core component of HIPAA compliance, failure to have one in place with your email service provider is an immediate HIPAA violation – and one that can result in serious consequences for a healthcare company.

Getting Better Results from HIPAA-Compliant Email Marketing

Now that you’ve confirmed your systems are HIPAA-compliant, let’s move on to making sure your email marketing strategy aligns with your overall business objectives.

In pursuit of this, the following questions serve as a handy “monthly review” for refining the effectiveness of your email-based patient outreach efforts .

8. Why am I sending this email?

First and foremost, for the best results, each email you send should have a single, clearly defined purpose.

I know what you’re thinking – “my customers and patients are smart, they can handle multiple points in a single message.” And while that’s true, at whatever point your email reaches a recipient, they’re already juggling several different priorities at once. While they’re capable of juggling multiple points in a message – they’re unlikely to want to; when it comes to email marketing, a single goal is the best way to go.

Similarly, it’s important to remember that your email is one of dozens – or hundreds – received by your patient that day. So, if your message is long and overly complicated, the reader will likely skip over or delete it.

9. Is my email’s subject line standing out?

Following on the above point, is your email subject line impactful enough to stand out amidst the pile of messages that will land in the patient’s inbox that day? The email subject line is the most important part of your email because it’s responsible for persuading the reader to open your message.

Despite this, many marketers still use terrible, ineffective subject lines and wonder why their emails are failing to produce results!

For the best results, write up three to ten subject lines for your next email, step away for 5-10 minutes, and then choose the headline you determine as best.

Consider these examples to check your understanding:

Ineffective Email Subject Lines

Blank (no subject): writing nothing in the subject line
Clinic Newsletter (tell them more, e.g., the subject or theme for the month)
Overusing exclamation marks!!!

Effective Email Subject Lines (examples based on a dental practice)

BRAND-NEW Dental Product Released Today
How to Cut Down on Your Health Insurance Paperwork
[Case Study] How We Helped 3 Ex-Smokers Get White Teeth

10. What is the recipient’s brand and product awareness level?

Whether promoting medical devices, new digital solutions technology, or any healthcare product or service, understanding the prospect’s awareness level is essential.

If your email is designed to introduce a brand-new product, stick to high-level features and benefits while avoiding technical jargon and granular product details. Conversely, if you’re writing an email to experienced, highly knowledgeable readers, going into greater depth makes sense.

Advanced list management and segmentation tools, as offered by Luxsci Secure Marketing, are key for ensuring the communications you send match the reader’s awareness level.

11. Have I tested my message for readability?

Do you know one of the reasons that Hemingway was popular? He was skilled at writing short phrases and phrases. Consequently, his writing was easy to understand and appealed to a wide variety of people. When in doubt, keep your writing short and free of jargon, abbreviations and “insider” terms.

When you’re deeply involved in the details of your business, it’s so easy to overlook just how much specialized jargon and language you frequently use. However, if you want your communications to engage with patients and customers, they need to be as accessible as possible.

Fortunately, there are simple solutions to this, with tools like the Text Readability Calculator that are designed to quickly enhance the readability of your emails.

12. Have I sent my message to a test email account?

Finally, if you’ve followed all of the above advice, you’re almost ready to hit SEND…there’s just one more thing you need to check.

Determine how your email will look to recipients, including its clarity, and readability by simply sending a test email to one of your own email accounts once it is received.

In particular, pay attention to how the subject line looks and test all the links in the email to ensure they take the reader through to the intended destination, such as a product or service page. A broken link will only frustrate the recipient – who was interested enough to click through, no less – and lower your conversion rate.

Better still, send the test email to a colleague somebody and ask for their opinion about the quality of the message and whether it creates the desired impression.

Demystifying HIPAA-Compliant Email Marketing

As the most experienced HIPAA-compliant email provider, LuxSci specializes in providing secure and HIPAA-compliant solutions for companies aiming to send hundreds of thousands – or millions – of emails. Our hypersegmentation tools allow you to precisely target an unlimited number of patient sub-populations to maximize the efficacy of your messaging.

Are you interested in discovering how LuxSci’s secure email marketing platform will streamline your healthcare engagement efforts?

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

April 9, 2025
Pete Wermter

Healthcare providers, payers, and suppliers: are you confident your email practices are fully HIPAA compliant—especially with major HIPAA Security Rule updates on the horizon?

HIPAA compliance is complex, and email remains one of the biggest areas of risk when it comes to protecting electronic Protected Health Information (ePHI). To help keep you up to date and on top of the latest threats, we’re pleased to share a quick on-demand webinar – HIPAA Compliant Email: 20 Tips in 20 Minutes – designed to give you the latest practical information and insider tips on HIPAA compliant email.

Why You Should Watch

Whether you’re a seasoned security, infrastructure or compliance pro or just beginning your journey into HIPAA compliant email communications, this webinar provides an easy-to-consume way to get up to speed on what matters most—without a massive time commitment.

LuxSci’s expert team breaks down 20 tips across the technical, legal and operational aspects of HIPAA compliant email to help healthcare organizations of all sizes get it right, and avoid the consequences of non-compliance. The webinar is packed with immediately useful guidance to help you tackle compliance with confidence, even as new HIPAA Security Rule updates loom in 2025.

What You’ll Learn

Here’s a sneak peek at just a few of the topics covered:

How to build a HIPAA compliant email infrastructure
From cyber risk assessments to data encryption in transit and at rest to secure portals, LuxSci walks you through the essentials of securing ePHI in your infrastructure.

The must-have email settings and policies
Understand why SPF, DKIM, DMARC, email archiving, retention rules, and secure gateways aren’t optional—they’re critical.

Empowering your staff as the first line of defense
Staff training, social engineering awareness, and multi-factor authentication go a long way toward compliance and peace of mind.

Upcoming changes to the HIPAA Security Rule
Get a preview of what’s coming later in 2025 and how you can prepare now to avoid scrambling later.

Why non-compliance is non-negotiable
Learn the real-world consequences of HIPAA violations—from steep fines and data breaches to loss of patient trust.

Why LuxSci?

LuxSci has more than 20 years of experience securing healthcare communications. With 20+ billion emails sent, 98% deliverability rates, and nearly 2,000 customers served, LuxSci is trusted by leading healthcare providers, payers, and suppliers for high performance, scalable, and flexible HIPAA compliant marketing solutions. Customers include Athenahealth, 1800 Contacts, Delta Dental, Lucerna Health, Rotech Medical Equipment, and Eurofins.

Click here to watch the free on-demand webinar now.

What Are HIPAA Compliant Hosting Requirements?

June 2, 2025
Erik Kangas

HIPAA compliant hosting requirements include administrative policies for workforce training and access management, physical controls for data center security and equipment protection, and information protections for data encryption, access controls, and audit logging. Healthcare organizations using hosting services must ensure providers implement appropriate business associate agreements, security measures, and compliance documentation that meet Privacy and Security Rule obligations for protecting electronic PHI. Healthcare organizations increasingly rely on cloud hosting and managed services to support their operations while reducing internal IT infrastructure costs. Outsourcing hosting responsibilities does not eliminate HIPAA compliant hosting requirements, requiring careful vendor selection and ongoing oversight.

Administrative Protection Standards

Workforce training requirements mandate that hosting providers educate their personnel about HIPAA obligations and PHI handling procedures. All staff with potential access to healthcare client data must understand privacy requirements and security protocols before gaining system access. Access management procedures ensure that hosting provider personnel receive appropriate permissions based on their job responsibilities and healthcare client needs. Role-based access controls limit employee exposure to PHI while enabling necessary system administration and support activities. Security officer designation requires hosting providers to appoint qualified individuals responsible for developing and implementing security policies that protect healthcare client data. Officers must have appropriate authority and expertise to ensure comprehensive compliance across hosting operations.

Infrastructure & HIPAA Compliant Hosting Requirements

Data center security controls must protect servers and network equipment from unauthorized physical access through multiple layers of security including perimeter controls, biometric access systems, and surveillance monitoring. These protections help prevent unauthorized individuals from accessing systems containing PHI. Equipment disposal procedures ensure that storage devices and servers containing healthcare client data receive appropriate destruction when they reach end of life. Hosting providers must implement certified data destruction methods that prevent PHI recovery from disposed equipment. Environmental protections including fire suppression, climate control, and power management help ensure that healthcare client data remains available and protected from physical threats. Systems of this nature support business continuity while maintaining data integrity and accessibility.

Control Measures for HIPAA Compliant Hosting Requirements

User authentication systems verify the identity of individuals accessing hosting infrastructure before granting permissions to view or modify healthcare client data. Multi-factor authentication provides additional security layers for privileged access to systems containing PHI. Unique user identification ensures that hosting provider activities can be traced to specific individuals through comprehensive account management and monitoring systems. These controls support accountability and enable investigation of potential security incidents involving healthcare client data. Emergency access procedures provide alternative authentication methods when normal access controls might delay urgent system maintenance or security response activities. These procedures must include enhanced monitoring and documentation requirements to maintain security while enabling necessary operations.

Audit Controls and Activity Monitoring

Comprehensive logging systems capture detailed records of all activities affecting healthcare client data including user access, system modifications, and data transfers. These logs must be protected from unauthorized modification and preserved for appropriate periods to support compliance demonstrations. Regular log analysis helps hosting providers identify unusual activity patterns that might indicate security threats or compliance violations. Automated monitoring tools can detect suspicious behavior and alert security personnel to potential incidents requiring investigation. Audit trail preservation ensures that activity records remain available for compliance reviews and incident investigations throughout required retention periods. Hosting providers must maintain secure log storage while providing healthcare clients with access to relevant audit information.

Data Integrity and Transmission Security

Encryption implementation protects healthcare client data during storage and transmission through approved cryptographic methods and key management practices. Hosting providers must maintain current encryption standards while ensuring that decryption capabilities remain available for legitimate access needs. Data validation procedures verify that healthcare client information maintains accuracy and completeness throughout processing and storage activities. These procedures help detect unauthorized modifications or corruption that could compromise data integrity or patient care. Backup and recovery systems maintain additional copies of healthcare client data while preserving security protections and access controls. Frequent testing ensures that backup systems function properly and can restore data without compromising compliance requirements.

Network Security and Communication Controls

Firewall configuration creates secure network boundaries that control traffic between healthcare client systems and external networks. These controls help prevent unauthorized access while enabling necessary communication for healthcare operations and patient care. Intrusion detection systems monitor network traffic for potential security threats and unauthorized access attempts involving healthcare client data. Automated alerting helps hosting providers respond quickly to potential incidents while maintaining comprehensive security coverage. Secure communication channels protect data transmission between healthcare clients and hosting infrastructure through encrypted connections and authenticated access methods. These channels help ensure that PHI remains protected during transfer and remote access activities.

Business Associate Agreement Obligations

Contractual requirements establish hosting provider responsibilities for PHI protection including specific security measures, incident response procedures, and compliance monitoring activities. These agreements must address all applicable HIPAA compliant hosting requirements while defining clear performance expectations. Liability allocation between healthcare organizations and hosting providers depends on their respective roles in PHI protection and which party controls different aspects of data security. Clear contractual provisions help define responsibility for various compliance obligations and potential violations. Termination procedures address how healthcare client data is handled when hosting relationships end including data return, destruction, or transfer requirements.

Compliance Monitoring and Vendor Oversight

Risk assessment procedures help healthcare organizations evaluate hosting provider security practices and identify potential vulnerabilities that could compromise PHI protection. These assessments should be conducted regularly and documented to demonstrate due diligence in vendor oversight. Performance monitoring tracks hosting provider compliance with contractual obligations and HIPAA requirements through security audits, incident reviews, and service level assessments. Healthcare organizations must maintain ongoing oversight rather than relying solely on initial vendor evaluations. Documentation requirements ensure that hosting providers maintain records demonstrating their compliance efforts including policies, training materials, audit results, and incident reports. Well kept records support healthcare client compliance demonstrations and regulatory reviews when requested.

What Are HIPAA Email Laws?

June 5, 2025
Erik Kangas

HIPAA email laws are federal privacy and security regulations that govern how healthcare organizations handle Protected Health Information (PHI) in electronic communications. The HIPAA Privacy Rule and Security Rule establish requirements for protecting patient information when transmitted via email, including encryption standards, access controls, and audit procedures. Healthcare organizations must implement appropriate safeguards to prevent unauthorized disclosure of patient information through email communications while maintaining compliance with federal regulations. Email communication in healthcare requires careful attention to privacy laws that protect patient confidentiality. Understanding HIPAA email laws helps healthcare organizations communicate effectively while avoiding violations and penalties.

How Do HIPAA Email Laws Protect Patient Information?

Patient information receives protection through strict limitations on email usage and disclosure requirements under federal privacy regulations. Healthcare organizations cannot freely share patient data via email without implementing security measures that prevent unauthorized access or interception. HIPAA email laws require covered entities to assess risks associated with email communications and implement safeguards appropriate to their operational environment. Encryption requirements form a cornerstone of email protection under HIPAA regulations, though the Security Rule treats encryption as an addressable specification rather than a mandatory requirement. Organizations must evaluate whether encryption is reasonable and appropriate for their email communications containing patient information. Most healthcare organizations implement email encryption to protect against data breaches and demonstrate compliance with federal security standards. Access control provisions limit who can send, receive, or access emails containing patient information within healthcare organizations. Staff members need unique user credentials and role-based permissions that restrict email access to information necessary for their job functions. Automatic logoff features prevent unauthorized access when devices are left unattended. Audit requirements mandate that healthcare organizations monitor and log email system activity to track potential security incidents or privacy violations. HIPAA email laws require documentation of who accessed patient information, when access occurred, and what actions were performed. Organizations must maintain these audit logs and review them for suspicious activity or compliance gaps.

What Email Practices Violate HIPAA Laws?

Sending unencrypted emails containing patient information to external recipients violates HIPAA security standards in most circumstances. Healthcare organizations cannot email lab results, treatment summaries, or other PHI to patients using standard email without encryption protection. External communications require additional security measures to prevent unauthorized interception during transmission. Using personal email accounts for work-related patient communications creates multiple compliance violations under HIPAA regulations. Healthcare workers cannot forward patient information to personal Gmail, Yahoo, or other consumer email accounts that lack appropriate security controls. Personal email usage also creates challenges for audit logging and organizational oversight of patient information handling. Sharing patient information with unauthorized recipients through email represents a serious privacy violation that can result in substantial penalties. Staff members cannot email patient details to family members, colleagues outside the care team, or external parties without proper authorization. Accidental disclosure through incorrect email addresses or reply-all mistakes can also constitute HIPAA violations. Inadequate access controls that allow broad email system access violate HIPAA requirements for limiting PHI exposure to minimum necessary levels. Organizations cannot provide all staff members with access to patient email communications regardless of their job responsibilities. Role-based restrictions must limit email access to information required for specific work functions.

How Can Healthcare Organizations Comply With HIPAA Email Laws?

Risk assessment procedures help healthcare organizations evaluate their email systems and identify compliance gaps that need attention. Organizations examine current email practices, security controls, and staff training to determine where improvements are needed. The assessment process guides development of policies and procedures that address specific risks identified within the organization’s email environment. Staff education programs ensure that healthcare workers understand their responsibilities under HIPAA email laws and know how to handle patient information appropriately. Training covers email security best practices, encryption requirements, and procedures for reporting potential violations.

Healthcare organizations need ongoing education to keep staff current with evolving regulations and technology changes. Technology implementation supports compliance through automated security features that protect patient information without requiring constant user intervention. Healthcare organizations can deploy email encryption systems, data loss prevention tools, and access management platforms that enforce HIPAA email laws. Automated systems reduce reliance on staff compliance and provide consistent protection for patient communications. Policy enforcement mechanisms ensure that HIPAA email laws are followed consistently across healthcare organizations. Clear policies define acceptable email practices, specify security requirements, and outline consequences for violations. Organizations need monitoring procedures to verify policy compliance and corrective action processes to address violations when they occur.