Guide

Guide to HIPAA-compliant customer engagement 

Marketing in the healthcare industry demands not just strategic agility to meet KPIs, but also a steadfast commitment to safeguarding your customers' most sensitive information. With stringent HIPAA regulations governing the handling of Protected Health Information (PHI), it’s crucial to ensure compliance in every aspect of your messaging campaigns. An inadvertent or unlawful disclosure can lead to substantial financial penalties, costing your business thousands of dollars. However, the implications go far beyond legal obligations; patients place their trust in you to manage their data responsibly, and any perceived breach of privacy can prompt them to seek alternatives. This guide outlines best practices for creating data-driven campaigns that not only ensure HIPAA compliance but also foster enduring relationships with your patients.

Take a peek at what's inside:

  • Set up compliant operations. Learn how to ensure that every tool you use is HIPAA compliant, from messaging channels (social media, email marketing, SMS) to operational tools (like content management, web hosting, and CRMs).
  • Handle data with care. HIPAA requires you to use the minimum necessary amount of PHI to accomplish your marketing goals, so we’ll teach you how to collect, store, and use customer data safely.
  • Send messages people want. Engagement relies on delivering relevant and timely messages to patients. Find out how to get explicit permission and get tips for planning journeys that align with their needs and expectations.
  • Keep content compliant. Watch what you say and where you say it. Determining when and where to include sensitive info is essential for compliance.