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

Trust for clinical workflows

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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Related features

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Consent & Audit (PHI)

Capture clinical consents and maintain immutable access logs mapped to purpose-of-use—built by reframing your existing forms, sensitive-data fields, and audit logging.
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Sensitive Data Protection

Store regulated data with enhanced privacy, governance, and access controls to reduce risk and protect trust.

Centralized Audit Log

Track every action taken by humans, automations, integrations, and AI for transparency and accountability.

Patient Portal

A secure patient hub for messages, intake, labs, and appointments—enabled by reframing the existing customer portal and layering HIPAA safeguards, consent, and audit.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.

SSL

Secure your content and lead data with standard SSL on all Hoop-hosted content.
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