HIPAA Marketing Essentials
Compliant
- • General health education content
- • Service descriptions without PHI
- • Authorized patient testimonials
- • Opt-in email newsletters
Violations
- • Patient info in marketing emails
- • Retargeting based on conditions
- • Unauthorized testimonials
- • Tracking pixels on patient pages
FAQs
Can I use patient testimonials in marketing?
Yes, but only with explicit written authorization from the patient. The authorization must specifically allow the testimonial use and can be revoked at any time. Never use identifiable patient information without documented consent that meets HIPAA authorization requirements.
Is email marketing HIPAA compliant?
Email marketing can be HIPAA compliant if: you use a platform with a signed Business Associate Agreement (BAA), you never include Protected Health Information (PHI) in marketing emails, and recipients opt-in to receive communications. General marketing emails don't require HIPAA compliance, but any email containing patient-specific information does.
What CRM is HIPAA compliant?
CRMs that offer HIPAA compliance with BAAs include: GoHighLevel (with HIPAA add-on), Salesforce Health Cloud, HubSpot (with HIPAA compliance features), and specialized healthcare CRMs like Kareo, PatientPop, and DrChrono. The platform alone isn't enough—you must configure it properly and sign a BAA.