CRM
HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Run patient engagement, care coordination, and support workflows with confidence. Technical and contractual safeguards align to HIPAA requirements without adding friction for your teams.

A clean dashboard showing secure patient engagement forms and HIPAA-compliant care coordination workflows, ensuring confidence and ease of use.
CRM
HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Run patient engagement, care coordination, and support workflows with confidence. Technical and contractual safeguards align to HIPAA requirements without adding friction for your teams.

CRM
HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Healthcare-ready with HIPAA & BAA

Run patient engagement, care coordination, and support workflows with confidence. Technical and contractual safeguards align to HIPAA requirements without adding friction for your teams.
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Trust for clinical workflows

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Enable appointments, messaging, and intake while ensuring minimum necessary access and auditability. Security is a product feature, not a paperwork afterthought.

Safeguards and controls

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  • Encryption in transit and at rest with key rotation and TLS policy enforcement.
  • Fine-grained access controls, SSO/SCIM, IP restrictions, and session management.
  • Centralized audit logging with retention and export for compliance reviews.
  • Optional data residency and sub-processor transparency.
A secure patient engagement dashboard with messaging and appointment forms, showing HIPAA-compliant workflows.

Operational governance

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Policies & Training

Documented incident response, breach notification, and workforce training keep people and processes aligned.

Vendor Management

Sub-processor vetting with contract flow-downs and attestation tracking.

Run periodic risk assessments and remediate with clear owners and due dates.

A dashboard showing vendor risk assessments, policy documents, and training modules for operational governance.

PHI handling

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  • Purpose-of-use tagging and field-level protections for sensitive data.
  • Scoped integrations with tokenized identifiers.
  • Data minimization defaults and redaction tools.
A form with blurred-out sensitive data fields, indicating purpose-of-use tags and tokenized identifiers for PHI handling.

Contracts

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Standard BAA language with covered services enumerated, permitted uses defined, and breach responsibilities crystal clear.

A clean UI showing a contract form with clear sections for covered services, permitted uses, and breach responsibilities.

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Frequently asked questions

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