Privacy First: Marketing Technologies That Prioritize HIPAA Compliance

Healthcare marketers must strike a balance between effective marketing strategies and strict privacy rules. Here's our list of HIPAA-compliant marketing technologies healthcare marketers can use to get their jobs done while still ensuring compliance.

Privacy First: Marketing Technologies That Prioritize HIPAA Compliance

Marketing in healthcare isn’t as straightforward as in other industries. After all, HIPAA compliance is front and center, and it has undergone several significant changes in the last year. Now more than ever, healthcare marketers need to walk a fine line between doing what’s needed in terms of marketing and adhering to highly important privacy rules. Since the release of an HHS bulletin in December of 2022 and FTC complaints against prominent providers, that line has become even finer.

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The good news? Marketing in a HIPAA world is still doable with the right tools in place. To help you, we’ve put together a list of marketing technologies that can be used in a HIPAA-compliant manner. However, it is important to recognize that these technologies often require additional configuration, and may not be compliant directly out of the box.



A crucial piece of this new puzzle for healthcare marketers is the BAA or Business Associate Agreement. A business associate agreement defines a legal relationship between HIPAA-covered entities, such as doctors and practices, and business associates (i.e., tech tools, software, etc.) that can potentially access PHI during the course of their work for a HIPAA-covered entity. This type of agreement is designed to ensure complete protection of a patient’s PHI. 

How do they make technology and apps HIPAA compliant? Well, a BAA alone doesn’t make a technology HIPAA compliant—it’s one component of a broader compliance strategy. Technology providers must also implement technical, administrative, and physical safeguards, including but not limited to data encryption, access controls, and audit controls.

It’s important to know that getting a BAA in place is not always easy, either. Some marketing technologies and ad platforms will not sign them (E.g., Facebook and Google Ads). Moreover, even if they are willing to sign, they may insist on their own agreement, rejecting your organization’s BAA. This often becomes a contentious issue for compliance teams, and reaching a compromise can become elusive.

While exploring HIPAA-compliant marketing tools, remember to independently investigate each technology, app, or platform. Signing a BAA is not a universal solution; evaluate their agreement, terms of service, and data management processes diligently.


Customer Database Platforms (CDPs)

What do you do when a marketing technology vendor won’t sign a BAA? You can consider implementing a CDP or Customer Database Platform. 

CDPs can help you protect patient health information and ensure the anonymity of your website users. It achieves this through several mechanisms.

  1. CDPs employ robust data encryption techniques to secure patient information during transmission and storage. This encryption ensures that the data remains protected even if it is intercepted or accessed by unauthorized individuals.
  2. CDPs often implement strict access controls, limiting data access to authorized personnel who require it for legitimate purposes. This prevents unauthorized individuals from viewing or manipulating patient health information. 

Additionally, CDPs use techniques like data anonymization or de-identification to remove personally identifiable information from the datasets. By anonymizing the data, CDPs help ensure that patient health information is stripped of identifying details, making it nearly impossible to link the data back to specific individuals. These measures collectively safeguard patient privacy, protect health information, and allow marketers to use other technologies in a HIPAA-compliant manner. With identifying information removed, marketers, for example, can pass information between data sources like Google Analytics and Google Ads. 

Rest assured, if you wish to retain your current technology stack and reporting solutions, implementing a CDP offers the simplest and most seamless solution. Once the CDP is successfully implemented, you can continue utilizing your existing tools, processes, and dashboards.

CDP Options:

Which CDPs should you consider? One option is Freshpaint, which offers a HIPAA mode to achieve compliance. Other options include Rudderstack, which offers HIPAA compliance with its Enterprise custom pricing, and Segment, which is willing to sign a BAA for managing PHI or PII that should be treated as PHI.


Using Non-HIPAA Compliant MarTech in a Compliant Manner

Just because a technology isn’t HIPPA compliant doesn’t mean it’s off-limits to you as a healthcare marketer. 

Remember, not every marketing tool captures PHI. To ensure that your solution is not capturing PHI, it’s important to understand what PHI is in the eyes of the HHS. 

According to the HHS, PHI is “individually identifiable health information,” including demographic data, that relates to:

  • the individual’s past, present, or future physical or mental health or condition,
  • the provision of health care to the individual, or
  • the past, present, or future payment for the provision of health care to the individual,
  • and that identifies the individual or for which there is a reasonable basis to believe it can be used to identify the individual. Individually identifiable health information includes many common identifiers (e.g., name, address, birth date, Social Security Number).

When implementing new technologies, ensure you fully understand how the tech will be used, what information is being captured, and where (and how) it’s being stored and sent. Train your marketing and operational team to understand data management best practices. 

As a counterexample, you never want anyone on your team uploading customer lists to an ad platform like Facebook or an email marketing platform that hasn’t signed a BAA! 

You will need to be especially vigilant with staff that comes to you from other industries, such as retail or CPG. They’ve been using marketing tech and customer data differently and may need special training to ensure that they understand how different the stakes are in healthcare.



HIPAA-Compliant Solutions by MarTech Category

With all of this in mind, what are the HIPAA-compliant solutions you can use as a healthcare marketer? Let’s walk through the most relevant technologies that most marketers use and explore the solutions that comply with HIPAA due to their data management processes and willingness to sign a BAA.

  • Call Tracking & Analytics Solutions 
  • Website Content Management Systems
    • Website Forms
    • Chatbots and Live Chat Solutions
    • Online Schedulers
  • SMS Marketing Platforms
  • Reputation Management Tools
  • Marketing Automation and Email
  • Customer Relationship Platforms (CRMs)


Call Tracking & Analytics Solutions

Call tracking and analytics is a vital technology in the healthcare marketing toolkit. It provides insights into where your leads are coming from, what they want, and if they ultimately book an appointment. The most innovative of today’s call-tracking solutions leverage AI to track and analyze phone calls and identify crucial data points, including patient sentiment, conversion barriers, lead quality, and more. With this data in hand, marketers can then identify which campaigns, keywords, and resources are generating calls and form fills, enabling them to allocate spend and optimize strategy more effectively.

While there are a number of options out there, we here at Cardinal see our clients use these call-tracking solutions:

Other options to consider? Check out Invoca and CallRail.

To learn more about call tracking and Liine, check out the podcast episode, Unleashing the Power of Call Analytics in Healthcare with Charlie Winn, Chief Revenue Officer at Liine.


Marketing Analytics & Data Visualization

Analytics tools in marketing can provide marketers with easy ways to access and analyze metrics that, in turn, provide insight into which marketing efforts are working and which are not. 

The go-to analytics solution for many marketing teams has long been Google Analytics. While a hugely popular and effective tool, it is not inherently HIPAA-compliant. Google places the onus directly on marketers, stating that users should not pass any data to Google “that Google could recognize as personally identifiable information (PII)” or that could be considered PHI.

Here’s why it’s so difficult for Google Analytics to remain compliant: Say a man in the Cincinnati area is looking for mental health treatment for a particular condition. After googling “treatment for [condition] Cincinnati,” that potential patient clicks on a link to your site on the results page. Google Analytics’ tracking tool will collect your page URL along with the IP address of the potential patient. These two pieces of information put together violate HIPAA regulations because a connection has been made between a piece of PII (the patient’s IP address) and your URL—potentially identifying the patient’s condition.

While a Customer Data Platform (CDP) can solve the problem, you can also use other analytics tools. 

When it comes to analytics solutions, we’ve seen our clients use the following, all of which will sign a BAA and offer a solid alternative to Google Analytics 4:


Secure & Compliant Website Technologies

Websites remain an essential first point of contact for patients, serving as the foundation of most patient acquisition strategies. For many, research into a condition and/or care starts online, and websites can serve as a way to continue research, evaluate providers, and, of course, schedule initial appointments. On the provider side, websites can include important tools for communicating directly with potential patients, including chatbots, forms, and live chat.

Now more than ever, however, healthcare marketers need to ensure that they are using secure and HIPAA-compliant tools with their websites.


Website CMS (Content Management Systems)

Chances are, if your site is doing its job, it will be “handling” PHI at some point. Whether patients are filling in forms, engaging in live chats, or just viewing condition web pages, there’s the opportunity to transmit PHI. For this reason, whatever CMS you use must be HIPAA-compliant or offer integrations and plugins to meet security and privacy requirements. 

Here are our recommendations, along with some details on how they address compliance:

WordPress: Making a WordPress site HIPAA-compliant is possible with the right tools and data management strategies. It involves implementing security controls and protocols that meet the requirements defined by the US Department of Health & Human Services (HHS). The HIPAA Journal recommends that you:

  • Host the website on a HIPAA-compliant host or with a hosting company willing to sign a BAA.
  • Ensure that any data uploaded to the website (via form) is through a HIPAA-covered plugin (see below).
  • Store electronic PHI separately from WordPress and ensure data encryption during transit and at rest.
  • Train all website users on privacy and security best practices.
  • Implement two-factor authentication for all website administrators and users.
  • Use security plugins like WordFence to conduct routine security scans and log CMS user access records. 

Joomla: Like WordPress, Joomla has a two-factor authentication plug-in available that can be used to protect HIPAA-controlled data and keep it secure.

Drupal: Things get a bit more complicated with Drupal, as it’s a platform that requires more sophisticated developers and customization. It can get the job done and achieve HIPAA compliance with add-ons.

Website Forms

Patients today want to take action on websites, and one of the main ways they do that is by filling in forms to book appointments. Often, healthcare groups will use these forms to collect PHI, raising the stakes when it comes to compliance. An open text field in a form asking “why are you contacting us” allows a user to enter PHI and exposes you to risk. As a precaution, we recommend limiting the information you’re collecting.

These options below offer HIPAA-compliant forms:

FormDr: Built for multi-location practices and offers the ability to direct form submissions to appropriate intake locations or providers.

Formstack: Offers mobile-friendly, HIPAA-compliant forms that include data encryption, user-level permissions, audit logging, and security maintenance.

Logiforms: HIPAA and PCI-certified form solutions include SSL, RSA encryption, and two-factor authentication.

MedForward: Submissions are encrypted in transit and at rest and are served over a protected SSL certificate.

Gravity Forms: You will need to use the HIPAA FORMS plugin to ensure that you are HIPAA-compliant.

JotForm: HIPAA-compliant forms are only available with JotForm’s Gold plan.

FormAssembly: HIPAA-compliant forms are only available with Enterprise and Government plans.

Chatbots + Live Chat

Patients have questions, and they want them answered as soon as possible. That’s where chatbots and live chat come in, providing healthcare groups and marketers with a way to engage patients when they want help.

What are the best options when it comes to these site tools? One chatbot solution is Smartbot360; it’s built specifically for healthcare.

Smartbot360 offers templates so providers can create chatbots easily and choose from numerous healthcare use cases and scenarios.

If you want live chat grouped with a chatbot solution, here are several options to consider:

LiveChat: HIPAA compliance is only available with an Enterprise account.

Freshworks: HIPAA compliance is only available with the standalone version of Freshchat.

TeamSupport: HIPAA compliance is only available through an add-on.

Online Schedulers

Today’s patients want the option of scheduling online; for that reason, many healthcare groups and their marketers turn to online schedulers, which allow patients to initiate the process themselves online. Looking for information is one thing— scheduling an appointment is another that can often capture PHI. 

When it comes to online schedulers, check out these options:


One thing to note: NexHealth passes data back to Google Ads so you can track campaign performance and train the algorithm on the leads that are converted into booked appointments. So not only are you giving patients a seamless booking experience, you’re gaining valuable insights to improve your campaign performance (all in a HIPAA-compliant manner). 


SMS Marketing Platforms

Patient no-shows and dropouts are always a concern in healthcare. SMS marketing and communication tools give practices and marketers an easy way to maintain contact with patients and remind patients of upcoming or follow-up appointments.

Here are the SMS solutions:


Reputation Management Tools

As patients research, they often look into a practice’s reputation online. Reputation management tools can help you stay on top of your online reputation by automating review solicitation, compiling reviews in one place, and allowing you to respond when not-so-great reviews come in.

We like:



Marketing Automation & Email Marketing

Ideally, patients and practices have ongoing, long-term relationships. One of the most effective ways to manage patient relationships in the long term is to leverage marketing automation and email marketing tools. You can use these solutions to keep patients up to speed on new services, push out promotions, and engage patients between appointments.

Top marketing automation and email marketing tools to consider:

HubSpot, a widely used marketing automation software platform, is not HIPAA compliant due to its terms of service, which explicitly prohibit users from collecting, storing, and transmitting sensitive health information. Despite this limitation, healthcare marketers can still use HubSpot by implementing effective data management strategies and third-party tools to prevent the platform from being exposed to PHI.


HIPAA-Compliant CRMs

CRMs or customer relationship management solutions serve as a database of patient actions and choices, giving you the information you need to improve patient outcomes and increased patient satisfaction.

Our clients in the healthcare space frequently use:



Never fear healthcare marketers; there is a way forward. With the right HIPAA-compliant marketing technologies in place, you can still do your job while protecting the reputation of your providers and ensuring that you are in line with regulations.

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