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Why Should You Integrate CDPs and Email?

Why Should You Integrate CDPs and Email?

Growing numbers of healthcare organizations are turning to Customer Data Platforms (CDPs) to consolidate and leverage patient data (or electronic protected health information (ePHI) from electronic health record (EHR) systems, RCM platforms, CRM systems, websites, communications channels, and other various sources. 

CDPs enable healthcare providers, payers, and retailers to better understand each patient’s needs, health conditions, treatment schedules, ongoing care, and so on, enabling them to take the right actions, at the right time to improve engagement. This results in more patient participation, enhanced coordination with providers and companies, and, ultimately, improved patient outcomes.

Why Should You Integrate CDPs and Email?

Integrating the functionality of a CDP with a HIPAA compliant email platform, such as LuxSci, empowers you to put your data into action. This includes enabling you to better target your various segments using real-time communications data – such as email opens, clicks and conversions – as well as using PHI in secure messages for greater personalization – all while operating within the bounds of HIPAA (the Health Insurance Portability and Accountability Act) regulations. 

With this in mind, this post discusses the benefits of integrating your organization’s CDP solution with a HIPAA compliant email solution. We’ll explore the main benefits and how to integrate the two solutions, as well as several effective strategies for leveraging the valuable PHI stored within your CPD to increase patient and customer engagement.

Benefits of Integrating a CDP with HIPAA Compliant Email

Let’s begin by looking at the main advantages of pairing your CDP with a HIPAA compliant email platform.

Increased Protection of Customer Data

Above all, HIPAA compliant email platforms are specifically designed with the stringent data privacy and security requirements of the healthcare industry in mind. As a result, they contain a range of data security features, including encryption, access control, user authentication, and audit logging, that both better safeguard ePHI from unauthorized access and ensure HIPAA compliance. In short, HIPAA compliant email helps ensure that when valuable and sensitive CDP information is put into use, i.e. using it in patient emails and communications, it’s protected and safe both in transit and at rest.

Avoid the Consequences of HIPAA Violations

By opting for an email provider that meets the security requirements for HIPAA compliance – and better yet, HITRUST certification – your company can better mitigate the risk of data breaches, and the compliance violations that accompany them. The consequences of HIPAA compliance violations include: 

  • Financial penalties: this includes regulatory fines, legal fees and compensation to affected parties, and state-level fines (in certain cases). In the event that compliance officers can prove willful neglect, your company may even face criminal charges, incurring further damage.  
  • Operational disruptions: suffering a security breach requires healthcare organizations to spend time on containment and notifying and reassuring affected parties, as well as taking subsequent mitigation efforts – all of which take time away from running the day-to-day business.
  • Reputational damage: displaying an inability to safeguard sensitive data will cause patients and customers to lose trust in your organization and move to other providers or suppliers.

Enhanced Personalization in Engagement Efforts

With ongoing uncertainty around HIPAA regulations, healthcare companies are often reluctant to include PHI in their email communications and campaigns, missing opportunities to fully leverage your CDP to create more effective, more relevant messages, targeting highly segmented audiences. Safe in the knowledge that customer data derived from your CDP will be secured by your HIPAA compliant email provider or HIPAA compliant marketing solution, you can confidently include PHI in communications to craft more personalized – and potent – engagement opportunities.  

The data aggregated by CDPs can be used to divide, or segment, customers into smaller groups with particular commonalities, such as a health condition like diabetes, or users of a particular type of medical equipment. Healthcare marketers can use the shared needs and problems of each patient or customer segment to drive more effective and targeted campaigns that deliver more opens, clicks, and conversions.

Strategies for Leveraging Customer Data Through CDP and Email Integration

Having a better understanding of the benefits of CDP integration with your email communications, let’s move on to a few of the most effective ways to leverage your customer data through a HIPAA compliant, secure email services provider (ESP).

Segmenting Customers by Health Condition or Risk Profile

The first strategy, as alluded to above, is to use the health-oriented data stored in your CDP to group customers into segments that you can target with highly personalized messaging – using PHI to your advantage. Segmentation could be based on health conditions, such as demographics, location, or by a patient’s lifestyle risk factors, e.g., smokers. 

Having defined your segments, you can create personalized email campaigns for each, which are far more likely to drive engagement and actions versus messages designed to appeal to everyone or with limited information. Better still, you can create different email campaigns to fulfill different purposes with automated workflows based on how your patients respond, giving you a range of opportunities to reach out and connect. Using intelligence from your CDP, you can design your email campaigns to:

  • Educate: send patients and customers educational materials designed to increase their understanding of their state of health and the options available to them for creating the most favorable outcomes. 
  • Offer adherence advice: include information on how to best adhere to a prescribed care or treatment plan, resources on overcoming common challenges, where to go for support, etc. 
  • Provide preventive care tips: help patients who fit a particular risk profile, such as diabetes or heart disease, make better lifestyle choices, with the ultimate aim of avoiding the disease they’re at risk of. 

Lifecycle-Based Messaging

This is a variation on the above strategy that segments patients and customers based on how far along they are in their treatment lifecycle, for instance: 

  • Onboarding: messaging that introduces your services, explains how to access care, and covers other preliminary details; this stage is essential for setting expectations and establishing trust with your patients and customers.
  • Active Treatments: regular check-ins, medication reminders, preparation guides, and educational resources based on their condition or treatment plan; this messaging is designed to support adherence and improve healthcare outcomes.
  • Follow-Up and Recovery: personalized care instructions, satisfaction surveys, or information about next steps; this shows ongoing support and maintains consistent communication when a patient may be feeling most vulnerable. 
  • Preventive and Long-Term Care: triggering routine screening reminders, vaccine alerts, or wellness tips based on age, history, and risk factors; an integrated CDP and email system can track when patients are due for services and automate communication accordingly.
  • Re-engagement: sending patients who have been inactive for a while tailored prompts, e.g., “We haven’t seen you in a while…”; this encourages proactivity and helps highlight new services that may be of interest.

Behavior-Triggered Messaging

Integrating your CDP with a HIPAA compliant email platform enables you to automate email delivery and workflows based on a customer’s behavior and engagement patterns. This type of email is enabled by the CDP’s ability to monitor events and behaviors across multiple activities and locations, enabling you to create email campaign strategies and workflows accordingly. This approach allows for a range of timely and relevant engagement opportunities, including: 

  • Missed appointments: sending a message if a patient misses an appointment that encourages them to reschedule and assists them in how to do so. 
  • Periodic checkup reminders: similarly, if a patient is supposed to have regular checkups, follow-up appointments, a recommended health screening, etc., this data can be passed from the CDP to the email client to schedule automated emails that drive up appointment bookings.  
  • Unfilled prescriptions: if a patient hasn’t picked up their prescribed medication, you can automatically trigger an email reminder and automated workflow to get the prescription filled; this information can also be fed back to their healthcare providers if repeated reminders see the prescription remain unfilled. 
  • Patient portal inactivity: if a user hasn’t logged into a portal for a predefined time frame, this can prompt a re-engagement email encouraging them to check messages in their portal, view test results, etc. 
  • Form completion: after inputting data into a web form, an integrated CDP can help facilitate the delivery of a tailored email that offers guidance on next steps or the most relevant products or services based on given answers.

Implement Feedback Loops for Optimized Engagement

Finally, a key benefit of integrating a CDP with a HIPAA compliant email platform is that it enables you to close the loop between engagement and results. By feeding campaign performance data, such as email opens, clicks, conversions, and other key metrics, back into your CDP, you can continuously refine your email outreach strategies to enhance engagement, while developing a more complete data profile of patients and customers.

Put Your CDP into Action with LuxSci Secure Email

Integrating HIPAA compliant communications solutions like LuxSci with your healthcare organization’s CDP empowers you to securely harness your customer data in email communications for consistent, timely, and relevant engagement – for better health outcomes and better business. 

To learn more about LuxSci’s suite of secure HIPAA compliant communication solutions and how we seamlessly integrate with leading CDP solutions to improve engagement, contact us today!

Picture of Pete Wermter

Pete Wermter

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

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LuxSci Oiva Health

LuxSci and Oiva Health Combine to Form Transatlantic Healthcare Communications Group

Boston & Helsinki, February 12, 2026 – LuxSci, a provider of secure healthcare communications solutions in the United States, and Oiva Health, a Nordic provider of Digital Care solutions in social and healthcare services, today announced that the companies are joining forces. Backed by Main Capital Partners (“Main”), the combination brings together two complementary platforms and teams, forming a strong transatlantic software group focused on secure healthcare communications.

Founded in 1999, LuxSci is a U.S. provider of HIPAA‑compliant, secure email, marketing, and forms solutions. Its application and infrastructure software enable organizations to securely deliver personalized, sensitive data at scale to support a broad range of healthcare communications and workflows including care coordination, benefits and payments, marketing, wellness communications, after care and ongoing care. Certified by HITRUST for the highest levels of data security, LuxSci serves dozens of healthcare enterprises and hundreds of mid‑market organizations.

Founded in 2010, Oiva Health is a provider of digital care and communications solutions in the Nordics. Headquartered in Finland, with additional offices in Denmark, Norway, and Sweden, Oiva Health offers digital care and digital clinic solutions – including digital visits, secure messaging, online scheduling and appointments, and caregiver communications – serving the long-term care, especially elderly care, and occupational healthcare verticals. The company employs approximately 60 people and has recently expanded across the Nordic region, with a growing presence in Norway and Sweden.

The combination of LuxSci and Oiva Health creates a larger, cross Atlantic group with complementary solutions, serving the U.S. and European markets. Together, the companies offer healthcare providers, payers, and suppliers a comprehensive suite of tools to communicate securely and compliantly, spanning communications, workflows, and virtual care delivery.

Daan Visscher, Partner and Co-Head North America at Main, commented: “We are pleased to announce this cross Atlantic transaction, creating an internationally active secure communications player within the healthcare and home care space. The combined product suite enables healthcare organizations to drive much needed efficiency gains in healthcare provision addressing a global trend of rising costs, aging population, and increasing pressure on resources needed to provide high-quality care.”

Mark Leonard, CEO of LuxSci, said, “We are thrilled to join forces with Oiva Health and believe that together we can truly make a difference in healthcare coordination, access, and delivery. We see an exciting path forward with our customers benefiting from an end-to-end, secure and compliant approach to optimizing both healthcare communications and today’s frontline workers, which we need now more than ever.”

Juhana Ojala, CEO at Oiva Health, concluded, “We look forward to this new chapter together with LuxSci. We are very excited about the strong alignment between our solutions, which especially strongly positions us to expand our flagship Digital Care offering to the high-potential U.S. care market – from care coordination to care delivery to in-home and institutional care.”

Nothing contained in this Press Release is intended to project, predict, guarantee, or forecast the future performance of any investment. This Press Release is for information purposes only and is not investment advice or an offer to buy or sell any securities or to invest in any funds or other investment vehicles managed by Main Capital Partners or any other person.

[END OF MESSAGE]

About LuxSci

LuxSci is a U.S.-based provider of secure healthcare communications solutions for the healthcare industry. The company offers secure email, marketing, forms and hosting, delivering HIPAA‑compliant communication solutions that enable organizations to safely manage and transmit sensitive data. Founded in 1999, LuxSci serves more than 1,900 customers across healthcare verticals, including providers, payers, suppliers, and healthcare retail, home care providers, and healthcare systems, as well as organizations operating in other highly regulated industries. LuxSci is HITRUST‑certified with example clients being Athenahealth, 1800 Contacts, Lucerna Health, Eurofins, and Rotech Healthcare, among others.

About Oiva Health

Oiva Health is a Digital Care provider in the Nordics, offering a comprehensive Digital Platform for integrated health and care services to digitalize primary healthcare, social care, hospital healthcare and long-term care services. The company was founded in 2010 and currently employs approximately 60 people in Finland, Denmark, Norway, and Sweden serving domestic municipalities, customers and partners, such as City of Helsinki, Keski-Suomi Welfare Region, Länsi-Uusimaa Welfare Region in Finland, and Viborg municipality in Denmark with its Digital Care platform. Annually over 5 million customer contacts are handled digitally through Oiva Health’s Digital Care and Digital Clinic platforms.  

About Main Capital Partners

Main Capital Partners is a software investor managing private equity funds active in the Benelux, DACH, the Nordics, France, and the United States with approximately EUR 7 billion in assets under management. Main has over 20 years of experience in strengthening software companies and works closely with the management teams across its portfolio as a strategic partner to achieve profitable growth and create larger outstanding software groups. Main has approximately 95 employees operating out of its offices in The Hague, Düsseldorf, Stockholm, Antwerp, Paris, and an affiliate office in Boston. Main maintains an active portfolio of over 50 software companies. The underlying portfolio employs approximately 15,000 employees. Through its Main Social Institute, Main supports students with grants and scholarships to study IT and Computer Science at Technical Universities and Universities of Applied Sciences.

The sender of this press release is Main Capital Partners.

For more information, please contact:

Main Capital Partners
Sophia Hengelbrok (PR & Communications Specialist)

sophia.hengelbrok@main.nl

+ 31 6 53 70 76 86

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HIPAA Compliant Email

Rethinking HIPAA Compliant Email – Not Just a Checkbox

The compliance-only mentality is outdated.

Let’s be honest—when most healthcare organizations think about HIPAA compliant email, it’s usually in the context of avoiding fines or satisfying checklists. And while yes, compliance is critical, viewing it only through the lens of risk management is a missed opportunity.

In reality, HIPAA compliant email, when implemented properly, is one of the most powerful tools for patient and customer engagement. Why? Because it unlocks the ability to leverage protected health information (PHI) safely, enabling personalized, timely, and high-impact email communication that drives better engagement, satisfaction, and outcomes.

What Makes Email Truly HIPAA Compliant?

As a reminder, HIPAA compliant email requires that protected health information (PHI) is safeguarded both in transit and at rest. That means your email provider must:

  • Use encryption at all times
  • Be access-controlled
  • Include audit logs
  • Be stored and transmitted in a secure manner
  • Provide a Business Associate Agreement

Regular email services just don’t cut it. In fact, most consumer or marketing email platforms like Sendgrid or Constant Contact, while great at sending email, are not HIPAA compliant or have limitations when it comes to using PHI in your messages. Even when bolted-on encryption solutions are used, they often lack the flexibility, scalability, and automation needed for safe and effective healthcare email engagement.

LuxSci goes beyond the basics with policy-based encryption, secure TLS, PKI encryption and escrow/secure portal options. LuxSci’s SecureLine™ encryption technology dynamically selects the appropriate encryption method based on recipient capabilities and messaging context and can be configured to enforce secure delivery automatically according to organizational policies. LuxSci also provides the ability to enforce advanced multi-factor authentication. Every message is tracked with full audit trails—no guesswork, no loose ends.

The Real Opportunity – Secure, Personalized Email with PHI

Using PHI to Drive Personalized Messaging
Imagine sending a personalized reminder to a diabetic patient about an upcoming check-up. Or reaching out to new mothers with postnatal care resources tailored to their needs. Or sending automated email workflows to all your members to accelerate and increase new plan enrollments. Or email customer and prospects about a new product upgrade or new service offering. The list goes on. That’s the power of PHI-personalized email—when done securely.

Targeted Segmentation with Sensitive Data
With HIPAA compliant email solutions like LuxSci, you can segment your audience based on real health data with high levels of precision, such as chronic conditions, appointment history, insurance status, health risks, and more, without compromising patient trust or security.

Breaking the One-Size-Fits-All Approach in Healthcare Email
Generic email blasts are over. Modern patients expect personalization. With LuxSci, you can deliver highly targeted, highly secure emails with encrypted content, while staying HIPAA compliant.

Real Business Results from Secure Email

Here’s how secure, personalized email can drive improved results across a range of healthcare communications, including:

  • Increased Patient Appointments and Follow-ups – Sending encrypted, personalized appointment reminders and follow-up notices can reduce no-shows and boost overall appointment volume.
  • Boosting Preventative Care with Outreach Campaigns – Preventative campaigns (think flu shots or cancer screenings) sent securely to the right segments can lead to higher response rates, better health outcomes, and a lower cost of care.
  • Improving Health Plan Enrollments – Targeted email outreach during open enrollment, tailored by eligibility or plan type, and powered by automated workflows leads to higher enrollments and lower call center costs.
  • Driving Awareness and Sales of New Services or Products – Have a product upgrade offer, new wellness program or telehealth service? Send secure, PHI-informed HIPAA compliant email to the right audience for increased sales and faster adoption.
  • Optimize Explanation of Benefits Notices – Replace snail mail with email that’s fast, reliable and trackable, ensuring customers are informed and compliance is met.

The Healthcare Marketer’s Secret Weapon: Using PHI Responsibly

In a world moving away from third-party cookies, first-party data is more valuable than ever, and PHI is the most powerful form of it in healthcare. With secure HIPAA compliant email, PHI doesn’t have to be locked away. Marketers can safely use it to understand patient needs and send relevant, timely messages. PHI-driven segmentation lets you build hyper-targeted campaigns that speak to relevant conditions, unique needs and timely topics, increasing open rates, clicks throughs, and campaign conversions.

Meeting the Personalization Demands of Today’s Patients and Customers

HIPAA-compliant email is no longer just about checking a box. It’s about unlocking the full potential of your patient and customer data to drive better engagement, healthier outcomes, and measurable business results.

In closing, below are some final thoughts on how secure, HIPAA compliant email delivers long-term value for your organization and better connections with your patients and customers, including:

    • Future-Proofing Healthcare Engagement – Patients expect Amazon-level personalization. HIPAA-compliant tools let you meet those expectations securely.

    • Adapting to Data Privacy Regulations Beyond HIPAA – From GDPR to state-level privacy laws, secure communication is no longer optional, it’s foundational.

    • Building Trust Through Secure Communication – Each secure, personalized message sent is a trust-building moment with your patients and customers.

Why LuxSci? The Infrastructure Behind the Performance

With LuxSci’s secure email infrastructure and email marketing solutions, healthcare organizations can confidently personalize communication, reach patients more effectively, and fuel growth with PHI-safe segmentation, messaging, and email automation.

LuxSci takes data security and email performance to the next level by offering dedicated cloud infrastructure for each customer, which means your email campaigns aren’t slowed down by other vendors on shared cloud services and your attack footprint is much smaller. In short, you get higher delivery rates and throughput with proven HIPAA compliance and data security.

The future of healthcare engagement is personal, secure, and performance-driven—and it starts with HIPAA compliant email done right.

Reach out today with any questions or to learn more about LuxSci.

FAQs

1. Is HIPAA-compliant email necessary for marketing communications?
Yes—if your emails include or are based on PHI (like appointment reminders, condition-based messaging, or insurance info), you need HIPAA-compliant email and recipient consent to avoid legal risk and preserve patient trust.

2. Can PHI be used in marketing emails under HIPAA?
Yes, with proper consent and secure, HIPAA compliant infrastructure like LuxSci’s, PHI can be safely used in emails for personalized, segmented campaigns.

3. How does LuxSci ensure high email deliverability for healthcare messages?
LuxSci uses dedicated cloud servers for each customer, active email reputation monitoring, and best-practice configurations to ensure high deliverability rates for sensitive emails.

4. Is LuxSci only for marketing teams?
No—LuxSci supports marketing, clinical, operations, and IT teams by enabling secure, compliant email communication across the entire organization.

5. What types of PHI can I use to segment campaigns using LuxSci?
You can segment based on chronic conditions, visit history, insurance status, provider details, age, gender, location, and more—all while staying fully compliant.

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HIPAA compliant email

Most Popular LuxSci Blog Posts of 2025

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

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

1. Improve Email Engagement and Marketing Results with Automated Workflows

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

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

2. Healthcare Email Threat Readiness Strategies

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

Read the full post: Healthcare Email Threat Readiness Strategies

3. HIPAA Compliant Email — 20 Tips in 20 Minutes

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

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

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

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

Read the full post: Is SendGrid HIPAA-Compliant?

5. LuxSci Shines in G2 Winter 2026 Reports

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

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

Looking Ahead to 2026

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

Follow LuxSci on LinkedIn

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HIPAA compliant email

LuxSci Welcomes Angel Mazariegos as Head of Finance

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

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

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

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

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

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

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HIPAA Compliant Email

Signing a BAA Does Not Automatically Make You HIPAA Compliant

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.

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            HIPAA Compliant Workspace

            What is a HIPAA Compliant Workspace?

            A HIPAA compliant workspace combines physical, technical, and administrative precautions that protect patient information in healthcare environments. These workspaces include secure physical areas, configured computers and devices, appropriate access controls, and staff trained on privacy practices. Healthcare organizations implement these measures to maintain patient confidentiality while allowing employees to perform necessary work functions in accordance with HIPAA Privacy and Security Rules.

            Physical Workspace Requirements

            Healthcare organizations design physical workspaces to prevent unauthorized access to patient information. Office layouts position computer screens away from public view to prevent visual exposure of records. Secure areas with badge access or keypad entry restrict unauthorized personnel from entering spaces where protected health information is handled. Document storage includes locked cabinets for paper records when not in use. Clean desk policies ensure sensitive information isn’t left visible when workstations are unattended. Privacy screens on monitors prevent visual access from side angles in shared work environments. These physical controls work together to create the foundation for information privacy.

            Technical Elements of a HIPAA Compliant Workspace

            Computer systems in HIPAA compliant workspaces include security measures that protect electronic health information. Workstations require secure login procedures, with multi-factor authentication for accessing patient records. Automatic screen locking activates after short periods of inactivity. Encryption protects data stored on local devices and information transmitted across networks. Software includes current security patches and antivirus protection. Printers and fax machines receiving patient information reside in secure areas with output collection procedures. Organizations should implement standardized configurations across all workstations to maintain consistent security controls.

            Administrative Controls and Policies

            Policies guide how staff interact with protected health information in workspace environments. Authorization procedures determine which employees can access specific types of patient information based on job responsibilities. Training programs ensure staff understand privacy requirements and proper handling of health information. Workspace monitoring may include periodic walk-throughs to identify potential privacy issues. Document disposal procedures include shredding for paper records and secure deletion for electronic files. Healthcare entities should always document these administrative controls as part of their overall HIPAA compliance program.

            Remote Work Considerations

            Remote workspaces require extra considerations to maintain a HIPAA compliant workspace outside of traditional office environments. Home office setups need privacy measures to prevent family members from viewing patient information. Virtual private networks (VPNs) can create secure connections to healthcare systems when working remotely. Organizations often restrict downloading patient information to personal devices. Video conferencing tools for healthcare discussions must include appropriate security features. Remote work policies typically define acceptable work locations and security requirements. These measures help maintain compliance as healthcare work extends beyond traditional facilities.

            Mobile Device Management

            Mobile devices in HIPAA compliant workspaces require specific security controls. Smartphones and tablets accessing health information need encryption, passcode protection, and remote wiping capabilities. Mobile device management solutions help organizations enforce security policies on both organization-owned and personal devices used for work. Application controls limit which programs can access or store patient information. Policies typically address device usage in public settings to prevent unauthorized viewing.

            Workspace Compliance Documentation

            Healthcare organizations maintain documentation about their workspace security measures. Facility security plans outline physical safeguards and access restrictions. System security documentation describes technical controls for workstations and networks. Training records demonstrate that staff receive appropriate privacy instructions and education. Risk assessment reports identify potential workspace vulnerabilities and mitigation strategies. These documents show HIPAA compliant workspace efforts during audits or regulatory reviews. Regular updates are critical to keep documentation current as workspace environments and security requirements evolve.

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            Google Drive HIPAA Compliant

            Is Google Drive HIPAA Compliant?

            Google Drive can be HIPAA compliant when used with Google Workspace (formerly G Suite) under a Business Associate Agreement (BAA) and with proper configuration. Standard consumer Google Drive accounts do not meet HIPAA requirements. Healthcare organizations must implement specific security settings, access controls, and usage policies to maintain Google Drive HIPAA compliant status. These measures help ensure protected health information remains secure while benefiting from cloud storage capabilities.

            Google’s Business Associate Agreement

            Healthcare organizations must obtain a Business Associate Agreement from Google before storing any protected health information in Google Drive. This agreement establishes Google as a business associate under HIPAA regulations and outlines their responsibilities for protecting health data. Google offers this BAA as part of Google Workspace (formerly G Suite) business plans, but not for personal Google accounts. The agreement specifically covers Google Drive among other Google services. Organizations should review the BAA carefully to understand which Google services are covered and what responsibilities remain with the healthcare organization. This legal foundation is essential for any Google Drive HIPAA compliant implementation.

            Required Security Configurations

            Making Google Drive HIPAA compliant requires enabling several security features available in Google Workspace. Two-factor authentication adds an additional verification layer beyond passwords. Advanced protection program features defend against phishing and account takeover attempts. Drive access controls restrict file sharing to authorized users within the organization. Data loss prevention rules can identify documents containing patient information and apply appropriate protection policies. Audit logging must be enabled to track file access and modifications. Organizations need to configure these settings through the Google Workspace admin console rather than relying on default configurations.

            File Sharing and Access Controls

            Proper management of file sharing is a large aspect of Google Drive HIPAA compliant usage. Healthcare organizations should establish policies restricting how files containing protected health information can be shared. External sharing controls can prevent staff from accidentally exposing patient data outside the organization. Domain-restricted sharing limits file access to users within the organization’s Google Workspace account. Link-based sharing should be disabled for sensitive documents or carefully restricted with additional authentication requirements. Role-based access permissions ensure users can only view files necessary for their job functions. These access controls prevent both accidental exposure and unauthorized access to patient information.

            Encryption and Data Protection

            Google Drive HIPAA compliant implementation relies on proper encryption to protect healthcare information. Google provides encryption for data in transit between users’ devices and Google servers using TLS. Data at rest in Google Drive receives encryption with AES-256 bit keys. Organizations should use Google Workspace Client-side encryption for particularly sensitive files to maintain control of encryption keys. Staff should avoid downloading protected health information to local devices unless absolutely necessary and with appropriate security measures. Encryption serves as a fundamental protection layer that helps maintain confidentiality even if other security measures fail.

            Audit and Monitoring Capabilities

            HIPAA regulations require tracking who accesses protected health information. Google Workspace offers audit logging features that support HIPAA compliance. These logs record user activities including file access, sharing changes, and document modifications. Organizations should configure appropriate retention periods for these logs to support compliance verification. Security monitoring tools can analyze these logs to identify unusual access patterns or potential policy violations. Regular review of these logs helps identify potential security issues before they lead to breaches. These monitoring capabilities also provide documentation during compliance audits.

            Staff Training Requirements

            Technical controls alone cannot ensure compliance without proper staff education. Organizations using Google Drive HIPAA compliant configurations must train staff on appropriate usage policies. Training should cover what types of information can be stored in Google Drive, appropriate sharing practices, and security feature usage. Staff need to understand the risks of downloading sensitive information to personal devices. Regular refresher training helps maintain awareness as features and threats evolve. Documentation of this training provides evidence of compliance efforts during regulatory reviews. Even with robust technical controls, human behavior remains a critical factor in maintaining HIPAA compliance.

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            LuxSci Secure Texting Apps for Healthcare

            Secure Texting Apps for Healthcare: Are They Safe?

            As today’s healthcare patients demand more personalized and efficient care, secure communication tools have become a requirement for modern multi-touch engagement. With increasingly tech-savvy patients and customers, today’s providers, payers and suppliers are turning to secure texting apps for healthcare to open up new communications channels, enhance engagement, and improve overall health outcomes.

            Sounds great, right? Well, secure text must not only be efficient, but also secure and compliant with strict regulations, including HIPAA (Health Insurance Portability and Accountability Act).

            In this blog post, we’ll explore how secure texting can make healthcare more efficient, adding a new and commonly used channel to better connect with your patients and customers—and we’ll provide some useful tips for companies looking to bring secure text into their healthcare engagement strategies.

            The Value of Secure Texting Apps for Healthcare

            Healthcare providers, payers and suppliers often face the challenge of quickly sharing critical information with patients and customers, all while maintaining data privacy and securing protected health information (PHI). Traditional texting and SMS methods are inherently insecure, leaving sensitive health information vulnerable to breaches. Text messages have a number of widely known security vulnerabilities, including issues with confidentiality, only optional encryption, and inadequate authentication.

            In healthcare, a data breach isn’t just a technical issue—it can lead to severe consequences, including legal penalties and the loss of patient trust, as well as harming your brand and future business. Secure texting ensures compliance with HIPAA regulations, protecting patient data and safeguarding healthcare organizations and companies from fines.

            HIPAA Compliance Considerations for Secure Texting

            One of the key concerns when implementing secure texting in healthcare is HIPAA compliance. HIPAA mandates strict guidelines for the handling, transmission, and storage of Protected Health Information (PHI). Any communication containing PHI must be encrypted, auditable, and only accessible by authorized users. Here are some HIPAA compliance factors to consider:

            • End-to-End Encryption: Ensure that your secure texting app offers end-to-end encryption. This means that the email service provider (ESP) encrypts and transmits data using the TLS security protocol, securely stores data at rest, and data is never kept on a recipient’s device, preventing interception and access by unauthorized parties.
            • Audit Controls: HIPAA requires organizations to maintain an audit trail of all communications. Your secure texting solution should provide a record of when messages are sent, delivered, and read, as well as details on who accessed the information.
            • Access Controls: Only authorized personnel should have access to sensitive patient data or PHI. Secure texting apps for healthcare should offer user authentication features such as PINs, biometrics, or two-factor authentication to ensure the identity of the user. The safest approach is to not include PHI in your text message at all, but rather direct users to a secure communications platform via text message.
            • Remote Wipe Functionality: In the event that a device is lost or stolen, healthcare providers must be able to remotely wipe PHI from the device to prevent unauthorized access, if needed.

            Tips for Implementing Secure Texting in Healthcare

            If you’re a healthcare organization considering secure texting apps, here are some practical tips to ensure a smooth implementation:

            1. Choose the Right Platform: Not all secure texting apps are created equal. Look for platforms that are specifically designed for healthcare, as they are more likely to include features designed for HIPAA compliance. LuxSci Secure Text, for example, is built for healthcare environments, with encryption, audit trails, and other compliance tools integrated into the solution.
            2. Train Your Staff: Technology is only as secure as the people using it. Ensure that all staff members who will use the secure texting app are trained on best practices for handling PHI and following compliance protocols. Regular training sessions and refresher courses are a must to keep everyone up to date with the latest rules and regulations.
            3. Encourage Patient and Customer Adoption: Secure texting is a powerful tool for patient and customer engagement. Inform patients about the benefits of secure messaging and how it protects their privacy. Offer your patients and customers—especially those less likely to respond to other channels—the option to receive text messages as part of a multi-channel or omnichannel engagement approach.
            4. Integrate with Existing Systems: A seamless workflow is crucial for the success of any new technology. Ensure that your secure texting solution can integrate with your existing Electronic Health Records (EHR) system, CDP platform, and other healthcare engagement channels and portals, so communication between providers, payers, suppliers and patients is not siloed.
            5. Monitor and Review: After implementing secure texting, regularly review its usage and ensure compliance protocols are being followed. Monitor audit logs and address any potential security concerns promptly. Continuous improvement is key to maintaining both security and efficiency.

            Improving Personalization and Engagement with Secure Texting

            Beyond compliance and data protection, secure texting apps for healthcare can significantly enhance patient engagement and improve the overall healthcare experience. In fact, personalized, timely communication has been shown to improve health outcomes and boost patient satisfaction. Here’s how:

            • Appointment Reminders and Care Management: Send patients personalized appointment reminders, medication prompts, or follow-up instructions, reducing no-shows and improving adherence to treatment plans. For instance, sending a patient a personalized text reminder for their diabetes check-up or alerting them to the results of medical tests can improve and accelerate care management.
            • Product Offers, Renewals and Upgrades: Secure messaging enables healthcare providers and suppliers to reach out to patients and customers to remind them about a prescription renewal, to upgrade or offer a new product, or to drive plan renewals and new services.
            • Patient Education: Use secure texting to alert patients that new educational materials, such as care instructions, post-surgery protocols, or health tips tailored to the patient’s specific condition, are available. This not only empowers patients with more information but improves outcomes with better adherence to treatment plans and ongong care needs.

            How LuxSci’s Secure Text Works

            LuxSci Secure Text transmits its data with TLS protection, stores its information with 256-bit AES, and data is never kept on the recipient’s device. Recipients use password-based authentication to access the information and messages are securely stored in LuxSci’s databases and dedicated secure infrastructure.

            LuxSci’s Secure Text does not require the sender to install or use any new applications. Leveraging LuxSci’s SecureLine encryption service, the sender:

            1. Writes their message in either LuxSci’s WebMail email app or their preferred email program, including Google Workspace or Microsoft 365.
            2. In the address field, the sender enters a special email address that is based the recipient’s phone number. For example, an address of 2114367789@secure.text would send the message to a US recipient whose number is 211-436-7789. Once the sender is finished, they hit the send button.
            3. The recipient will receive a normal SMS that tells them a secure message is waiting for them. The message contains a link, which opens up their phone’s web browser:
            • If they have recently viewed another Secure Text message, the new message will immediately be displayed.
            • If the recipient has used Secure Text to view messages at an earlier date, they will need to enter their password before they can view the message.
            • If this is the recipient’s first Secure Text message, they will need to set up a password before they can view the message.

            With LuxSci, you do not include PHI in your text messages, helping to ensure the privacy and protection of patient and customer data at all times, and eliminating the inherent security risks of text and SMS messages.

            Learn More About Secure Texting Apps for Healthcare

            Today’s secure texting solutions are expanding the ways healthcare organizations communicate with patients and customers. With the right solution, you can ensure compliance with regulations like HIPAA, while enhancing personalization, engagement, and health outcomes. Secure texting can improve the end-to-end healthcare journey and create a more efficient, patient-centered healthcare experience.

            Are you ready to improve your patient engagement with secure text, while maintaining HIPAA compliance and securing PHI data?

            Contact us today to learn more about secure texting apps, healthcare-specific use cases, and how you can implement new secure communication channels to achieve better outcomes and grow your business.

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