What is a SMART Objective in Healthcare Marketing?

Healthcare Marketing
Erik Kangas
March 13, 2025

Healthcare marketing objectives typically follow the SMART framework: Specific, Measurable, Achievable, Relevant, and Time-bound goals that guide marketing campaigns and patient outreach programs. These structured objectives help healthcare organizations track progress, measure success, and adapt strategies to meet defined targets within budget and regulatory requirements. Clear, well-defined objectives lead to effective resource allocation and higher returns on marketing investments. As a result, marketing teams use this framework to develop campaigns that deliver quantifiable results while maintaining healthcare industry standards and compliance requirements.

SMART Marketing Requirements

The SMART framework provides healthcare organizations with a structured method to develop marketing plans that deliver measurable results. Marketing teams design objectives that meet specific criteria for success, including detailed action plans and performance metrics. Each objective links to broader organizational goals while maintaining healthcare compliance standards. Teams consider market conditions, resource availability, and patient needs when setting these objectives. The framework ensures marketing plans remain focused on achievable outcomes rather than vague aspirations. To track results, organizations review their healthcare marketing objectives quarterly to validate alignment with business goals and adjust targets based on market changes. Marketing teams document their objectives in detail, including baseline metrics, target improvements, and measurement methods to track progress accurately.

SMART objectives help healthcare marketers directly connect marketing activities to measurable patient acquisition outcomes.
Cross-departmental collaboration improves when marketing and relevant teams set out clearly defined objectives.
Healthcare organizations using structured objectives can better demonstrate marketing value to leadership and stakeholders.
Well-documented SMART objectives create marketing accountability while supporting compliance with healthcare regulations.
The framework encourages more efficient resource allocation by requiring measurable outcomes for all marketing investments.

Target Markets and Patient Segments

Marketing teams use demographic data and healthcare utilization patterns to identify target patient populations. They analyze factors like age groups, insurance coverage, medical needs, and geographic location to create focused marketing objectives. This research shapes campaign messaging and channel selection for different patient segments. Teams track response rates across various demographics to refine their targeting strategies. Market segmentation helps organizations allocate marketing resources to the most promising patient groups and service lines. Research includes analyzing patient data from electronic health records, insurance claims, and market surveys to understand healthcare needs and preferences. Teams develop patient personas to guide marketing efforts and create relevant messaging for each segment. They study healthcare consumption patterns, referral sources, and patient journey maps to identify marketing opportunities within each segment.

Budget Planning and Resource Management

Healthcare marketing objectives should include detailed budget planning and resource allocation strategies. This means that teams develop cost projections for different marketing channels and campaign types. They track spending against expected patient acquisition costs and revenue generation. These financial objectives help organizations maintain profitable marketing operations while meeting growth targets. Budget planning includes staff time, technology costs, advertising and lead generation expenses, and marketing content production. Regular financial reviews ensure marketing activities stay within planned spending limits while delivering expected results. Marketing departments calculate return on investment for each campaign type and channel to optimize resource allocation. They maintain detailed cost tracking systems to monitor expenses across all marketing activities. Teams develop contingency plans for budget adjustments based on campaign performance and market changes.

Technology Integration and Digital Marketing

Marketing objectives dictate technology requirements for campaign execution and performance tracking. Teams set goals for website optimization, email deliverability and conversions, social media engagement, and digital ad campaign results. They also plan implementation schedules for new marketing technologies and patient communication tools. These objectives include metrics for online appointment scheduling, patient portal usage, email engagement, and digital content engagement. Organizations track technology adoption rates and return on digital marketing investments. Marketing teams continuously evaluate new healthcare marketing technologies and platforms to improve campaign effectiveness. For example, email marketing platforms that securely transmit protected health information (PHI) can enable greater personalization with more targeted and customized messages. Integration plans are developed for marketing automation tools, email marketing and campaign tools, customer relationship management systems, and analytics platforms. The technical requirements include the necessary data security measures, such as end-to-end encryption, to protect patient information and maintain HIPAA compliance across all digital marketing channels.

Marketing departments can also create automation objectives to nurture leads and improve operational efficiency. Email communication campaigns are created with targeted messages based on patient attributes, health conditions, interests and product needs. Marketing teams must establish protocols for using PHI to personalize patient outreach while maintaining compliance standards. Marketing automation tools help track patient interactions across multiple touchpoints and trigger appropriate follow-up communications. Organizations measure email engagement rates, deliverability, and conversion metrics to evaluate effectiveness. Their teams develop workflow automation systems that reduce manual tasks and improve campaign conversions and ongoing engagement. These automated processes help marketing departments manage larger email volumes while maintaining personalized patient and customer communications.

Campaign Execution and Timeline Management

Healthcare marketing teams create detailed implementation schedules for their objectives. They set specific dates for campaign launches, content creation, and performance reviews. Marketing calendars account for seasonal healthcare needs, annual testing, procedures and plan enrollments, and organizational updates. Teams coordinate marketing activities with other departments, including clinical departments, customer experience teams, operations, IT infrastructure and security, and administrative staff. Project management tools help track progress toward marketing objectives and maintain accountability. Regular timeline reviews allow teams to adjust schedules based on results and changing priorities. Campaign execution plans should also include content development schedules, media placement timelines, and coordination with external marketing vendors. The teams create workflow systems to manage multiple campaigns across different channels and patient segments, and an approval processes is established for marketing campaigns and materials to ensure compliance with healthcare regulations and brand standards.

Performance Analysis and Strategy Refinement

Successful healthcare marketing teams establish systems to measure marketing objective achievements, with their teams tracking key performance indicators through analytics platforms and robust reporting tools. They analyze patient acquisition data, lead generation and conversions, opportunities and revenue growth. This information helps marketing departments identify successful strategies and areas for improvement. Performance analysis includes comparing results against industry benchmarks and competitor performance, as well as their own historical performance. Regular strategy reviews ensure marketing objectives remain aligned with organizational goals and market conditions. Marketing teams should create monthly performance reports, tracking progress toward SMART objectives. The teams should also conduct quarterly reviews of marketing strategies to assess effectiveness and make necessary adjustments. Analysis includes patient satisfaction and engagement metrics, service and product line revenue growth rates, and marketing campaign response rates. Teams use this data to refine future marketing objectives and improve campaign performance.

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Why is High Email Deliverability Essential for Healthcare Companies?

June 30, 2025
Pete Wermter

With email communication playing a critical role in the customer engagement strategies of virtually every organization, high email deliverability rates are vital to success across all industries. In the healthcare sector, however, the stakes can be far higher. An undelivered email isn’t merely an inconvenience or a lost sales opportunity; it could mean a missed appointment, a delay in a prescription refill, or a failure to get a patient critical healthcare information. Or worse, the email could end up in the hands of an unintended recipient, including bad actors and cybercriminals.

With this in mind, this post details why high email deliverability is essential for healthcare companies, as well as how your organization benefits from reliable and rapid email delivery.

Speed and Efficiency

The primary reason that high email deliverability is crucially important to healthcare organizations is to best guarantee essential communications that directly impact an individual’s healthcare journey reach them promptly. These transactional emails can include appointment reminders, prescription renewals, product order confirmations, test results, explanation of benefits notices, payment reminders, and invoices. Administrative notifications related to software or systems that a patient might use, such as a password reset for an online portal, also fall under the category of transactional emails.

When transactional emails are delayed or fail to reach people altogether, they can compromise a patient’s ability to access care, adhere to treatment plans, stay informed on key facets of their healthcare journey, and, ultimately, achieve optimal health outcomes.

When a patient fails to receive an expected email, such as a prescription confirmation, for example, it can leave them feeling confused and unsure of what to do next. For individuals who are sick, elderly, or managing chronic conditions, this can cause unnecessary stress, anxiety, and even compromise adherence to care plans.

In contrast, high email delivery rates create the opposite effect, helping patients get the communications and information they need. This increases their trust in your company and gives them a firmer sense of control over their healthcare journey.

Compliance with HIPAA Regulations

While the above point stresses the importance of reliable email delivery for the patient’s and customer’s benefit, healthcare companies also have a vested interest in ensuring communications reach the intended recipient for regulatory and patient privacy reasons.

To comply with the Health Insurance Portability and Accountability Act (HIPAA), emails that contain sensitive patient data, i.e., electronic protected health information (ePHI), must be securely delivered to the intended recipient. If, on the other hand, a communication containing ePHI fails to reach the intended recipient patient, that represents a failure in secure communications and a potential HIPAA violation for your organization.

After all, where did the patient’s data go? Was it delivered to the wrong person? Was it blocked by a spam filter and is left sitting unencrypted on a server somewhere?

If you can’t answer these questions, you could be exposed to a data breach, and it could result in a HIPAA violation, meaning your organization incurrs the associated consequences, including financial penalties and reputational damage. Conversely, deploying a fully HIPAA compliant email solution, such as LuxSci, supported by a dedicated infrastructure and designed for high email delivery enables your organization to include patient data in communications with confidence and ensure you messages land in the recipient’s inbox.

Greater Levels of Personalization and Engagement

Finally, high email deliverability rates are essential for healthcare organizations because they help drive greater levels of engagement with patients and customers. Higher email deliverability means better inbox placement, leading to more emails being opened, more links being clicked, and more conversions for your communications and campaigns.

In the case of healthcare retailers, for example, this equates to converting more prospects into customers and, consequently, maximizing the ROI of email marketing campaigns, in some cases with up to 80% better results.

While healthcare marketers, understandably, focus most of their efforts on crafting attention-grabbing headlines, personalizing the message content, and the email’s design elements, these factors are rendered irrelevant if the message fails to reach the recipient in the first place! When you take this into account, high email deliverability is a crucial component in optimizing the ROI of email communications and campaigns, and an all too often overlooked component at that.

Get Your Copy LuxSci’s Achieving High Email Deliverability Best Practices Paper

To learn more about the importance and value of high email deliverability for healthcare companies, download your copy of LuxSci’s latest Best Practices Paper: How to Achieve High Email Deliverability in Healthcare. You’ll discover:

How to opitmize performance for the different types of healthcare emails.
Powerful strategies for increasing your company’s email deliverability rates.
How small increases in email deliverability can have considerable effects on your marketing ROI

Grab your copy of the report here, and learn how to enhance your email deliverability rates today.

What is a HIPAA Email API?

June 25, 2025
Ian Snipper

A HIPAA email API is a programming interface that allows healthcare applications to send secure emails containing protected health information while maintaining compliance with HIPAA regulations. These APIs provide developers with tools to integrate encrypted email functionality into healthcare software systems while automatically handling security requirements, audit logging, and PHI protection measures. Healthcare software development increasingly requires email capabilities for patient notifications, care coordination, and administrative communications. Standard email APIs lack the security controls and compliance features necessary for healthcare applications that handle sensitive patient data.

Technical Architecture and Security Framework

REST and SOAP protocols provide the foundation for most HIPAA email APIs, enabling healthcare applications to integrate email functionality through standard web service interfaces. These protocols support secure authentication and encrypted data transmission while maintaining compatibility with diverse healthcare technology environments. Message queuing systems help manage email delivery during high-volume periods while maintaining security controls throughout the transmission process. Healthcare applications can submit emails to secure queues where they receive encryption and compliance validation before delivery to recipients. Error handling mechanisms ensure that failed email transmissions do not compromise PHI security or leave sensitive data exposed in log files. HIPAA email APIs must provide detailed error information to developers while protecting patient information from unauthorized disclosure.

Authentication and Authorization Protocols

API key management provides secure access control for healthcare applications using email services. These keys must include appropriate permissions and expiration policies that prevent unauthorized access while enabling legitimate healthcare communications, allowing healthcare applications to authenticate users and obtain appropriate permissions for sending emails on their behalf. These protocols help ensure that only authorized personnel can trigger email communications containing PHI.

LuxSci supports three industry-standard authentication methods—alongside its proprietary LuxSci Secure option. These include:

OAuth 2.0 – The modern standard. Secure, flexible, and ideal for enterprise-scale integrations.
API Key – Simple and efficient. Ideal for server-to-server use when convenience matters most.
Basic Authentication – Straightforward, widely supported. Good for internal systems and quick testing.

For those who want the tightest possible control over API sessions—including HMAC signatures and session revocation—LuxSci Secure authentication remains the best option for customers.

Message Formatting, Template Management, and Security

MIME and S/MIME encoding support enables healthcare applications to send rich-text emails with attachments while maintaining encryption and security controls. These capabilities allow inclusion of medical images, test results, and formatted reports within compliant email communications. Template engines help healthcare developers create standardized email formats that include dynamic patient data while preventing inappropriate PHI disclosure. These systems can validate content against organizational policies before message transmission. Attachment handling procedures ensure that medical documents and images receive appropriate encryption and access controls when included in email communications. HIPAA email APIs must provide secure upload and transmission capabilities for healthcare file attachments.

Delivery Tracking and Status Reporting

Real-time delivery status updates help healthcare applications track email transmission progress and identify potential delivery issues. These status reports must provide actionable information without exposing PHI to unauthorized systems or personnel. Read receipt capabilities enable healthcare applications to confirm that recipients have accessed important medical communications. These features help care coordination while maintaining appropriate privacy protections for patient email interactions. Bounce management systems handle failed email deliveries appropriately while protecting PHI from exposure through error messages or automated responses. Healthcare applications need visibility into delivery problems without compromising patient privacy.

Compliance Logging and Audit Features

Automated audit trails capture detailed information about all email activities initiated through HIPAA email APIs. These logs must include sender identification, recipient information, transmission timestamps, and delivery status while protecting actual message content from unauthorized access. Compliance reporting features help healthcare organizations track their email usage patterns and identify potential policy violations. These reports can highlight unusual sending volumes, unauthorized recipient addresses, or messages that might violate PHI handling policies. Data retention controls ensure that API logs and message metadata comply with healthcare record-keeping requirements while managing storage costs and system performance. Healthcare organizations can configure retention periods based on their regulatory and operational needs.

Integration Patterns for Healthcare Applications

Electronic health record system (EHR), customer data platform (CDP), and Revenue Capture Management (RCM) platform integrations can enable automatic email messages and notifications to be sent based on clinical events like lab result availability or appointment scheduling changes. These integrations must respect minimum necessary standards while providing timely patient communications. Workflow automation allows healthcare applications to trigger email sequences based on patient care milestones or administrative requirements, tailoring communications based on user actions taken with each email. For example, healthcare organizations might send automated email reminders about upcoming appointments or medication refills. Batch processing capabilities enable healthcare organizations to send large volumes of patient communications efficiently while maintaining security controls and HIPAA compliance. These features support activities like appointment reminders, wellness newsletters, or billing notifications that affect many patients simultaneously.

Performance Optimization and Scalability

Rate limiting controls help healthcare organizations manage email volumes while preventing abuse or accidental bulk sending that might violate patient communication policies and damage your IP reputation. These controls can be customized based on organizational needs and user roles. Caching mechanisms improve API performance by storing frequently used templates and configuration data while maintaining appropriate security controls. These optimizations help reduce response times for healthcare applications without compromising PHI protection. Load balancing systems ensure reliable email delivery during peak usage periods when healthcare organizations send high volumes of patient communications. These systems must maintain security controls while distributing processing loads across multiple servers.

Testing and Development Support

Sandbox environments enable healthcare developers to test email functionality without exposing real patient data or sending communications to actual patients. These testing systems provide realistic API responses while using protected data that supports thorough integration testing. Documentation and code samples help healthcare development teams implement HIPAA email API functionality correctly while understanding security requirements and compliance obligations. These resources should include examples for common healthcare use cases and integration scenarios.

Finally, support services provide healthcare developers with technical assistance and compliance guidance during implementation and ongoing operations. API providers should offer expertise in both technical integration and healthcare regulatory requirements to ensure successful deployments.

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

June 24, 2025
Pete Wermter

Healthcare marketers and compliance professionals—this one’s for you.

LuxSci’s latest on-demand webinar, HIPAA Compliant Email Marketing: 20 Tips in 20 Minutes, delivers practical, fast-paced guidance to help you run secure, compliant, and results-driven healthcare email marketing campaigns.

Watch the Webinar

What You’ll Learn

The session is packed with actionable insights to help you safely navigate the world of HIPAA compliant email marketing, including:

How to leverage PHI safely and effectively for email personalization
Best practices for email messaging and content
Tips for segmenting and targeting audiences to boost engagement
How to stay HIPAA compliant
Automation and list-building strategies for smarter workflows
How to avoid common compliance pitfalls and reduce regulatory risk
Technical tips for email encryption, access protocols, and email retention and storage

Whether you’re leading digital strategy, building campaigns, or ensuring HIPAA compliance for your healthcare marketing efforts, this webinar provides timely and useful information on secure healthcare communications and what you need to know to keep you business safe and your patient data secure.

At LuxSci, we empower healthcare providers, payers, and suppliers to personalize their healthcare engagement efforts and better connect with patients and customers—securely, compliantly, and effectively.

Watch the Webinar

What Is a HIPAA Compliant Email API?

June 23, 2025
Ian Snipper

HIPAA compliant email API enables healthcare applications to send automated emails containing protected health information through secure programming interfaces that meet HIPAA Security Rule requirements. These APIs provide encryption, access controls, and audit logging capabilities while allowing developers to integrate email functionality into healthcare software without compromising patient privacy or regulatory compliance. Healthcare software applications increasingly need automated email capabilities for appointment reminders, test results, billing notifications, and care coordination communications. Standard email APIs lack the security features and compliance controls necessary for transmitting PHI, requiring specialized solutions designed for healthcare use cases.

API Authentication and Access Controls

HIPAA compliant email APIs implement robust authentication mechanisms that verify the identity of applications and users before allowing access to email services. These systems typically use API keys, OAuth tokens, or digital certificates to establish secure communication channels between healthcare applications and email services. Role-based access controls allow healthcare organizations to limit API functionality based on user privileges and business needs. Appointment scheduling systems might have permission to send calendar reminders while being restricted from accessing patient medical records or billing information. Rate limiting and usage tracking help prevent unauthorized bulk email sending and detect potential security threats. API providers monitor usage patterns and can automatically restrict access when they detect unusual activity that might indicate compromised credentials or malicious use.

Message Encryption and Security Features

Email messages sent through HIPAA compliant APIs receive automatic encryption during transmission and storage. These systems typically support multiple encryption standards including TLS for transport security and end-to-end encryption for message content protection. Message validation features help ensure that emails containing PHI meet compliance requirements before transmission. APIs can check for proper authorization, validate recipient addresses, and verify that message content follows organizational policies for PHI disclosure.

Secure message delivery tracking provides confirmation when recipients receive and access encrypted emails. This audit trail helps healthcare organizations demonstrate compliance with HIPAA requirements and provides documentation for potential breach investigations or regulatory audits.

Integration with Healthcare Workflows

HIPAA compliant email APIs connect seamlessly with electronic health record systems, practice management platforms, and other healthcare applications. These integrations enable automated patient communications that trigger based on clinical events, scheduling changes, or administrative milestones. Template management systems allow healthcare organizations to create standardized email formats that ensure consistent messaging while maintaining compliance controls. Templates can include dynamic content from patient records while preventing unauthorized PHI disclosure through automated formatting rules. Event-driven messaging capabilities enable real-time communications based on healthcare system activities. Laboratory systems can automatically send encrypted test results to ordering physicians immediately after completion, improving care coordination and reducing manual data entry requirements.

Audit Logging and Compliance Tracking

HIPAA compliant email APIs maintain detailed logs of all messaging activities including sender identification, recipient information, message content summaries, and delivery status. These logs provide the documentation necessary for compliance audits and breach investigations. Automated compliance reporting features help healthcare organizations track email usage patterns and identify potential policy violations. Reports can highlight unusual sending volumes, unauthorized recipient addresses, or messages that might contain inappropriate PHI disclosures.

Data retention policies ensure that API logs and message archives meet HIPAA requirements while managing storage costs and system performance. Healthcare organizations can configure retention periods based on their compliance needs and operational requirements.

Developer Tools and Documentation

API documentation provides healthcare software developers with detailed technical specifications, code samples, and integration guides for implementing HIPAA compliant email functionality. These resources help development teams understand security requirements and implement proper PHI handling procedures. Software development kits (SDKs) simplify API integration by providing pre-built libraries for common programming languages and frameworks. These tools handle encryption, authentication, and compliance features automatically, reducing the risk of implementation errors that could compromise PHI security. Testing environments allow developers to validate their integrations without exposing real patient data. Sandbox systems provide realistic API responses while using synthetic data that enables thorough testing of email functionality and error handling procedures.

Scalability and Performance Considerations

HIPAA compliant email APIs must handle varying message volumes without compromising security or compliance controls. Healthcare organizations experience different email patterns based on patient schedules, clinical activities, and administrative cycles that require flexible capacity management. Load balancing and redundancy features ensure reliable email delivery even during peak usage periods or system maintenance activities. API providers typically maintain multiple data centers and failover systems that prevent service disruptions from affecting patient communications.

Performance analytics help healthcare organizations optimize their email communications and identify potential bottlenecks in their workflows. Metrics include delivery speeds, error rates, and system response times that enable proactive performance management and capacity planning.

What is a HIPAA Compliant Email?

October 11, 2024
Erik Kangas

A HIPAA compliant email incorporates encryption, access controls, audit capabilities, and secure archiving to protect electronic protected health information during transmission and storage. Regular email services like Gmail or Yahoo Mail do not meet HIPAA requirements without enhanced security measures. Healthcare organizations must implement secure email platforms or security add-ons, establish proper usage policies, and obtain Business Associate Agreements from service providers to maintain HIPAA compliant email communications.

HIPAA Compliant Email Encryption Requirements

HIPAA compliant email services must encrypt messages containing protected health information during transmission and storage. Transport Layer Security (TLS) encryption protects messages while traveling between email servers, preventing interception by unauthorized parties. End-to-end encryption provides stronger protection by encrypting message content so only intended recipients can read it. Message-level encryption allows sending protected information to recipients who might not have secure email systems. Healthcare organizations implement gateway encryption solutions that automatically encrypt messages containing patient information. Without these encryption protocols, sensitive healthcare data remains vulnerable to access by unauthorized individuals during transmission across networks or while stored on servers.

Secure Access Control Mechanisms

Controlling who can access email accounts is an important aspect of maintaining HIPAA compliant email systems. Multi-factor authentication requires users to verify their identity through methods beyond passwords. Account lockout policies temporarily disable access after multiple failed login attempts. Password complexity requirements ensure users create strong credentials that resist guessing or cracking attempts. Session timeout features automatically log users out after periods of inactivity. Role-based access controls limit which staff members can send, receive, or view emails containing protected health information. When properly implemented, these access restrictions create multiple layers of protection that reduce the risk of unauthorized email access.

Audit and Monitoring Functions

HIPAA compliant email platforms include logging and monitoring capabilities that track message handling. Email systems record message sending, receiving, and access activities with user identification and timestamps. These logs create audit trails demonstrating who accessed what information and when these actions occurred. Email security gateways monitor outgoing messages for potential policy violations or unencrypted protected health information. Organizations review these logs to identify unusual patterns or potential security issues. Monitoring tools can alert administrators about suspicious email activities that might indicate compromised accounts. Regular auditing allows healthcare organizations to demonstrate compliance during regulatory reviews while providing essential information for investigating any potential security incidents.

HIPAA Compliant Email Retention and Archiving

Healthcare organizations must maintain HIPAA compliant email archives that preserve messages according to retention requirements. Email archiving solutions capture and securely store all messages, including those deleted from user inboxes. These archives maintain the encryption, access controls, and audit capabilities needed for protected health information. Retention policies determine how long different types of messages must be preserved based on regulatory and organizational requirements. Legal hold features prevent deletion of messages relevant to investigations or litigation. Archive search capabilities allow retrieving specific messages when needed for patient care or compliance verification. The combination of secure storage and retrieval functionality ensures healthcare communications remain available when needed while maintaining appropriate protections throughout the message lifecycle.

Business Associate Agreements

Healthcare organizations must obtain Business Associate Agreements from providers of HIPAA compliant email services. These agreements establish the email provider’s responsibilities for protecting healthcare information under HIPAA regulations. The BAA outlines security measures, breach notification procedures, and compliance documentation requirements. Organizations should verify exactly which components of the email service fall under BAA coverage, as some features might be excluded. Email providers offer standardized BAAs as part of their healthcare-focused services. Without properly executed agreements, healthcare organizations remain legally responsible for any compliance failures or data breaches occurring through their email service providers, potentially resulting in regulatory penalties.

Staff Training and Usage Policies

Technology alone cannot guarantee HIPAA compliant email without proper user behavior. Organizations must establish clear policies governing appropriate email usage for protected health information. Staff training covers what information can be included in emails, when encryption must be used, and how to verify message security before sending. Many healthcare systems implement visual indicators that help users identify when they’re composing secure versus standard emails. Regular reminders help maintain awareness as email threats and regulations evolve. Healthcare organizations require staff acknowledgment of email policies to document training completion. Even the most sophisticated email security technology can be undermined by simple human errors, making training and clear usage guidelines fundamental to maintaining compliant communications.

What is HIPAA-Compliant Email Marketing?

September 26, 2023
LuxSci

If you are one of the 92% of Americans with an email address, you are likely familiar with email marketing. It is a tried and true marketing strategy that delivers a superior return on investment compared to other digital channels. However, when healthcare organizations want to utilize these strategies, out-of-the-box solutions are not a good fit. Healthcare organizations must utilize email marketing platforms specifically designed to meet HIPAA’s unique privacy and security requirements.

When Do You Need a HIPAA-Compliant Email Marketing Platform?

Healthcare organizations are required to use a HIPAA-compliant email for HIPAA marketing because their messages often contain electronic protected health information (ePHI). This includes information that is both individually identifiable and relates to someone’s healthcare.

Individually identifiable information includes identifiers like a patient’s name, address, birth date, email address, social security number, and more. By default, every email marketing communication includes the patient’s email address and is, therefore, individually identifiable. Not only does the definition of ePHI cover people’s past, present, and future health conditions, but it also includes treatment provisions and billing details. This information is often contained in email marketing messages.

While the law does not cover anonymous health details or individual identifiers sent by themselves, you must be careful and abide by HIPAA regulations when the two are brought together. You will need a HIPAA-compliant email marketing service whenever you send ePHI. As we will see, even if you think an email may not contain ePHI, it is still best to be cautious.

Types of HIPAA-Compliant Email Marketing Communications

An excellent example of an email blast that must comply with HIPAA is a newsletter sent to a clinic’s cancer patients. At first glance, the email doesn’t contain any specific PHI. It doesn’t mention Jane Smith’s chemotherapy treatments, other specific patients, or their medical information. However, upon closer look, it may violate HIPAA regulations.

Every email in this campaign contains a personal identifier- the patient’s email address. In this example, only cancer patients received the newsletter, which also tells you personal medical information. A hacker could infer that anyone who received this email has cancer, which is ePHI and protected under HIPAA. If you use a medical condition to create a segment of email recipients, the email campaign must comply with HIPAA.

Sometimes, it can be challenging to identify if an email contains ePHI. If you sent the same practice newsletter to a list of all current and former medical clinic patients, it may or may not contain ePHI. Even if the newsletter contained benign info about the practice’s operating hours or parking information, if the practice is centered around treating a specific condition like cancer or depression, it may be possible to infer information about the recipients regardless of the message.

There are a lot of gray areas, and it can be difficult to determine if an email contains PHI. We recommend using HIPAA-compliant email marketing for any promotional materials to reduce the risk of violations.

The Benefits of Using a HIPAA-Compliant Marketing Platform

After reading this, you may think the answer is to avoid sending PHI in email campaigns. However, by keeping your communications bland, generic, and broadly targeted, you miss out on significant opportunities to engage your patients.

Using a HIPAA-compliant email marketing solution, you can leverage ePHI to send much more effective messages. In the above example, cancer patients actively receiving treatment at your clinic are much more likely to be interested in your business updates. Targeted emails receive much higher open and click rates than those sent to a general list.

Sending the right information to your patients at the right time is an effective patient engagement strategy. Think about it using an e-commerce example- when a retailer sends you product recommendations based on past purchases; they use your data to influence future purchasing decisions. By utilizing patient data to create highly relevant and personalized campaigns and offers, you receive a better return on investment in your efforts.

What is Required for HIPAA-Compliant Email Marketing?

Finding the right HIPAA-compliant email marketing platform can be challenging. Most of the common vendors aren’t HIPAA-compliant at all. Others claim compliance and will sign BAAs to protect your information at rest but still will not enable you to send PHI via email. Finding a provider that suits your business needs and protects the email messages requires careful vetting.

Generally speaking, a HIPAA-compliant email platform must meet three broad requirements:

The vendor will sign a Business Associates Agreement that outlines how they will protect your data and what happens in case of a breach.
The vendor protects the data at rest using appropriate storage encryption, access controls, and other security features.
The vendor protects messages in transit using an appropriate level of encryption with the proper ciphers.

Thankfully, LuxSci’s Secure Marketing email platform has been designed to meet the healthcare industry’s unique needs. Our platform was built with both security and compliance at the forefront. With Secure Marketing, organizations can send fully HIPAA-compliant email marketing messages to the right patients at the right time and receive a better return on their marketing investment.

Is Google Forms HIPAA Compliant?

December 2, 2024
Erik Kangas

Google Forms is not HIPAA compliant by default and cannot be used to collect protected health information (PHI) without additional measures. While Google Workspace can be configured for HIPAA compliance with a signed Business Associate Agreement (BAA), this agreement specifically excludes Google Forms from covered services. Healthcare organizations must use alternative form solutions designed for healthcare data collection to maintain HIPAA compliance.

Understanding HIPAA Requirements for Digital Forms

Digital forms used by healthcare organizations must meet specific security and privacy standards to comply with HIPAA regulations. Any platform collecting patient information needs encryption during transmission, access controls, audit logging, and secure data storage. Forms must include proper patient authorization language and maintain data confidentiality throughout processing. Google’s consumer products, including the standard version of Google Forms, lack many of these required security features. Healthcare providers who collect PHI through non-HIPAA compliant systems risk substantial penalties for HIPAA violations.

Google Workspace and Business Associate Agreements

Google offers a Business Associate Agreement (BAA) for its Google Workspace (formerly G Suite) business customers. This agreement establishes Google as a business associate under HIPAA and defines responsibilities for protecting healthcare information. However, Google explicitly excludes certain services from its BAA coverage, including Google Forms. The BAA typically covers Gmail, Google Calendar, Google Drive, and similar core services when properly configured. Healthcare organizations attempting to use Google Forms for PHI collection, even with a signed BAA, would violate their agreement terms and HIPAA regulations.

Security Limitations of Google Forms

Google Forms lacks several technical safeguards required for handling protected health information. The platform does not provide adequate access controls to limit form data visibility within organizations. Audit trail capabilities for tracking who has viewed or downloaded form responses do not meet HIPAA standards. While Google implements basic transport layer security, the form data storage and transmission methods were not designed for highly regulated healthcare information. The platform also lacks features for obtaining and documenting patient authorization as required under the HIPAA Privacy Rule.

Alternative HIPAA Compliant Form Solutions

Healthcare organizations have various compliant alternatives for collecting patient information electronically. Purpose-built healthcare form platforms include advanced security features like end-to-end encryption, detailed access logging, and healthcare-specific authorizations. These specialized systems integrate with electronic health records and secure messaging systems while maintaining compliance. Many vendors provide HIPAA compliant form solutions with documentation templates for common healthcare scenarios. Organizations can evaluate these alternatives based on factors like cost, ease of use, integration capabilities, and compliance certification.

Implementation Requirements for Compliant Forms

Regardless of the chosen platform, healthcare organizations must implement specific procedures when collecting patient information through electronic forms. Staff training on handling form data securely plays a crucial role in maintaining compliance. Organizations need documented policies for form creation, approval processes, and data retention schedules. Form systems require regular security assessments and updates to address emerging vulnerabilities. Compliance officers should review all form collection processes to ensure they meet current HIPAA requirements and organizational security standards.

Common Misunderstandings About Google Services and HIPAA

Many healthcare organizations misinterpret Google’s BAA coverage, incorrectly assuming all Google services become HIPAA compliant with a signed agreement. This misunderstanding leads to compliance violations when organizations use excluded services like Google Forms for patient information. Another common error involves using personal Google accounts rather than properly configured Google Workspace accounts with appropriate security settings. Organizations sometimes fail to recognize that collecting even basic patient information through non-compliant systems violates HIPAA when that information qualifies as protected health information under the regulations

LuxSci Welcomes Enterprise Software Executive Mark Leonard as New CEO

April 22, 2024
LuxSci

LuxSci is pleased to announce the appointment of Mark Leonard as CEO to fuel the company’s next phase of growth. Founder Erik Kangas continues as CTO to focus on product innovation and expansion.

Mark brings more than two decades of enterprise software experience to LuxSci, selling to both technical buyers and business users. He’s led sales, customer success and marketing teams at high-growth start-ups and scale-ups with a proven track record of success, including AI solution providers Cogito and Interactions, and insurance software provider Enservio. Mark’s unique executive leadership experience includes roles as Chief Revenue Officer, Executive Vice President of Customer Success and Chief Marketing Officer, bringing hands-on, real-world expertise in the full range of go-to-market activities to LuxSci.

“LuxSci has built an enterprise-class product and has established a leadership position in the market through sheer determination and an unmatched commitment to its customers’ success,” said Leonard. “I’m honored to join the team as we embark on LuxSci’s next phase of growth, and I want to especially thank founders Erik Kangas and Jeanne Fama, as well as Daan Visscher and the team over at Main Capital Partners, for this incredible opportunity.”

“It’s an exciting time! The addition of Mark to the LuxSci team marks an important milestone in the LuxSci journey, supporting our aspirations to be the leader in secure healthcare communications,” said Kangas. “We’re now positioned better than ever to understand our customers and the needs of the market to deliver solutions that make a real difference in today’s healthcare experience – from patients to providers, payers and suppliers.”

LuxSci in November received a majority investment from Main Capital Partners, one of Europe’s largest private equity firms. Main recently secured €2.44B in commitments for its latest fund, bringing its total assets under management to approximately €6B. With the financial strength and backing of Main, LuxSci has direct access to the firm’s market intelligence and performance excellence teams for data & research, best practices on go-to-market strategies, technology, financing and M&A – strongly positioning the company for continued innovation and future growth.

Today, LuxSci is used by nearly 2,000 customers for HIPAA-compliant email and marketing solutions across the healthcare industry, including Athena Health, 1800 Contacts, Delta Dental, Beth Israel Lahey Health, Hinge Health, and Rotech Healthcare.