The Most Informative Article About Hipaa Compliant CRM You'll Ever Read

The Most Informative Article About Hipaa Compliant CRM You'll Ever Read

Are you looking for a HIPAA-compliant CRM?

You're in luck! In this article, we'll go over the benefits of HIPAA-compliant CRMs and exactly how they help your company stay compliant. We'll also discuss what HIPAA is and why it's important that your business has one.

This blog post will cover everything that you need to know about HIPAA compliance and HIPAA-compliant CRMs so that you can make an informed decision on whether or not you should get one for your company.

What is HIPAA Compliant CRM?

HIPAA is the Health Insurance Portability and Accountability Act. This federal law, passed in 1996, seeks to protect personal health information (PHI) by outlining how it is used and disclosed by entities that handle it.

PHI can be anything from a patient's medical records, treatment details, billing information, or even their social security number. HIPAA requires businesses that collect this data to keep it confidential and secure or face stiff penalties.

The Department of Health and Human Services oversees HIPAA compliance and they have actively gone after companies for violations of this act:

In 2010, Cignet Health agreed to pay $4 million as part of a settlement with HHS for allowing employees to view patients' ePHI without authorization;

In 2011, Concentra Health Services agreed to pay $1.7 million for allowing employees to view medical records even if they didn't work there;

In 2012, Memorial Hermann Health System agreed to pay $2.4 million for knowingly disclosing the ePHI of more than 3,300 individuals;

HIPAA-compliant CRMs go a long way towards preventing this from happening by keeping both patients' data secure and company information safe.

HIPAA-Compliance at its Finest

A HIPAA-compliant CRM is an electronic record system which uses double-fencing and other measures to keep patient data separate from company data.

With a number of rules in place, a HIPAA-compliant CRM prevents employees from uploading any information about patients into the system without proper authorization.

In addition, these systems have strict authentication requirements that prevent people from accessing PHI even if they get hold of a registry ID or password.

In order for a HIPAA-compliant CRM to be considered as such, it must meet rigorous standards as set forth by the Office of Civil Rights.

In fact, there are three separate standards that all HIPAA-compliant CRMs must follow: Privacy, Security, and Breach Notification .

Why is it necessary?

HIPAA can be a bit complicated to understand, but the core of it is that patient privacy must be protected.

If you're dealing with PHI, then you must have a HIPAA-compliant CRM system in place. Otherwise, you could find yourself facing steep fines and legal trouble down the road.

What does a HIPAA Compliant CRM do exactly?

A HIPAA compliant CRM will help keep patients' data secure by doing three simple things: Preventing employees from uploading PHI without authorization; Restricting who can access records based on job role or organization and Making sure that all transactions are logged and audited for compliance issues .

These systems also go beyond just protecting your company's data to protect individual data as well.

For example, you can use these systems to allow patients to access and make updates to their own records such as updating a phone number or shipping address.

The Benefits of HIPAA-Compliant CRM Systems

HIPAA-compliant CRMs offer many benefits for both your company and your patients. Here are some reasons why everyone should have one:

  • For Patients

They are able to access their full medical records online at anytime from anywhere. This makes it easy for them to keep track of their health information without the need for bulky paper charts.

It also facilitates easier sharing of critical data with other providers which streamlines care coordination.

Additionally, HIPAA-compliant CRMs help patient outcomes by making it easy for them to keep track of their medications, allergies, immunizations and test results.

  • For Providers

It helps make a practice more efficient because there is no need for patients to come in every time they need a refill or have a question. This saves both time and money since no appointments are needed.

In addition, HIPAA-compliant CRMs help improve patient outcomes by making it easier to track all aspects of their care from lab results to medication compliance.

  • For Your Practice

It makes compliance reporting much simpler . With the right HIPAA-compliant system you can quickly and easily generate reports on key indicators such as how often PHI is accessed or if anyone tries to upload data without the authorization.

These systems also provide mechanisms to prohibit data access to unauthorized users and track all file transactions.

How Does a HIPAA-Compliant CRM System Actually Work?

An HIPAA-compliant system works by using both physical and digital barriers which prevent anyone from accessing PHI without the proper authentication (physical) or authorization (digital).

For example, an electronic fence only allows employees who are approved for certain patient charts to open them; if they try to open records that don't belong to their patients, then they won't be able to view the data within.

If you use this approach, it's important that you make sure your gatekeeper doesn't allow too much access since there may be times when nurses need access to multiple charts before handing them off to physicians.

The 11 Best HIPAA-compliant CRMs for 2021

It’s time for a change. Your company has grown and it is no longer as easy to keep track of information with the old CRM system you used years ago.

You need something new, HIPAA compliant CRM software that will give your next-generation workforce what they need in order to work efficiently while protecting patient data.

In this blog post, we’re going to go over the three best HIPAA-compliant CRMs that will meet your needs and come in at a price point you can afford.

1. Caspio

Caspio is an enterprise-class HIPAA compliant security and compliance software that allows you to manage your business from anywhere.

You can use it for a wide range of services, such as customer relationship management (CRM), human resources department (HR), or supply chain management. It’s cloud-based so there's no need to install it on your computer.

Caspio contains all the necessary features to run a business including intelligent data management, analytics and reporting, document storage with secure access control measures, email encryption and archiving, an integrated mobile app for managing tasks from anywhere in the world.

With Caspio you can automate any process across departments so that your business can operate more efficiently.

The Caspio software is integrated with Mailchimp, Salesforce, and Quickbooks Online so you don't need to worry about switching programs when your processes change in the future since it will all be handled by this one solution.

You'll also get a dedicated customer success manager to help guide the process for setting up your account.


PatientPop is an online healthcare and health insurance company that specializes in telehealth solutions. They offer services such as live video visits with doctors, 24/365 access to great medical care from anywhere you have internet service, and more.

Their goal is to make sure their customers always know where they can turn for help when they need it most.

The benefits of this type of technology are all around us, people who work from home get the best of both worlds by being able to stay connected remotely while maintaining a healthy lifestyle without having to worry about lack of professional time spent driving or commuting.

People on vacation can still use that mobile device you've been eyeing for those "just-in-case" moments because now they're not tethered to a desk.

Whether you're looking for an in-person doctor visit or would prefer a virtual consultation through the PatientPop app, they have your health needs covered.

With live video visits and 24/365 access to doctors from anywhere that has internet service, this telehealth company offers peace of mind like no other. It's time to get started with PatientPop today by signing up at their website now.

3.Enquire CRM

The following is a list of some key features that have made Enquire CRM the best choice for assisted living organizations.

  • Ease of use: From installing to training employees, this software was designed with simplicity in mind. The user interface has been redesigned from scratch so it's easy and intuitive to learn and manage your business on the go or behind your desk. With all information at hand, you can focus more on what matters most helping people live better lives.
  • Scalable: Whatever size your organization grows into overtime (or shrinks), we've built our product to scale along with you. Our system will always be there by your side as an extension of who you are and where you're going.
  • Secure: We've made it our mission to ensure that everything you do is safeguarded for both your and your residents' protection. Our data encryption, password security, two-factor authentication system, and automatic backups keep all information safe from any threat.
  • One app for everyone: Whether you're a caregiver or an administrator at the office, we believe in providing one centralized toolkit where every user can access their important tasks quickly and efficiently with no need to retype contact info or other crucial details.

With features like live chat integrated within our software suite, Enquire CRM has become the go-to solution of many assisted living organizations nationwide.

Enquire CRM Features That Make It The Best Choice For Assisted Living Organizations

4. NexHealth

When it comes to HIPAA compliance, there are lots of different ways that companies can make themselves vulnerable. Payment processing is one area where many people don’t think about the potential for a breach.

NexHealth streamlines and simplifies integrations with healthcare providers by providing a CRM-based payment processing solution that helps organizations comply with all privacy regulations from day one making them more efficient and less likely to suffer any significant downtime.

They have years of experience in helping hospitals, pharmacies, clinics, IVR services, and other medical establishments achieve their goals through seamless integration into an existing practice management system or as a standalone option for firms just starting out.

And they offer a range of solutions so no matter what financial needs you may have whether you're looking for a simple payment option like billing or you want to use them as your main point of sale they've got the right solution.

5. Salesforce Health Cloud

The Salesforce Health Cloud is our top pick for providers who need to take their work one step further with features like clinical research.

If you regularly do complex data modeling or other advanced analytics, the Salesforce Health Cloud may be your best bet.

This platform gives providers a robust set of tools that are hard to find elsewhere and can help drive higher quality care and more efficient processes potentially leading to better outcomes for patients too.

With this solution, doctors will be able to access real-time patient information via an intuitive dashboard from any device in order to make faster decisions about treatments.

Plus, they'll have automated dashboards that offer insights into specific populations (e.g., diabetes) so they can monitor trends and identify ways to improve care.

They'll also have a lot of access to clinical research data and can take part in real-time studies with other providers, which could lead to better outcomes for patients over time.

6. Zenefits

We know your time is valuable, and we want to make sure you're using it as efficiently as possible. This is why Zenefits doesn't need any installs you can be up and running in as little as five minutes with our one-click signup process.

Our design team has worked hard to create a HIPAA compliant CRM that's both easy to use along with being powerful enough for even the most experienced executives. All of this means you'll be able to focus more on what matters most - helping people live better lives.

Zenefits offers all of its products free so organizations can save money on licensing fees every month! And there are no hidden charges either because billing, time tracking, expense Zenefits?

In an industry where HIPAA compliance is the foundation for all decision making, it's important to make sure you have a tool that can help you protect patients' data.

That's why we use Zenefits as our HIPAA compliant CRM of choice because they're the only software company that offers a free solution with no hidden costs.

7. JotForm

JotForm gives you everything you need to build your HIPAA compliant website and forms in minutes.

We've also designed our software with security in mind so it adheres to the strictest standards for data protection, which means your organization will be safe from ever getting breached.

People love HIPAA compliant CRM for many reasons, but the most common responses are that they're easy to use and affordable.

This gives providers peace of mind knowing their data is secure, which leads to better outcomes overall. And no one wants to worry about losing money because of bad tech, so our software offers all organizations to your CRM is essential.

8. MedTrainer

MedTrainer offers organizations of all shapes and sizes the right CRM solution. If you're just starting your practice, we offer a flexible web-based platform designed with HIPAA compliance in mind to help protect patients' privacy so you can focus on what matters most delivering great care.

You wouldn't want your personal information getting out to hackers or other malicious third parties, so why should healthcare data be any different?

HIPAA compliant CRM solutions will encrypt and protect your sensitive patient information at every step of the way.

9. NeoCertified

NeoCertified is  pay more for your CRM if you don't have to - especially on a deadline?

HIPAA-compliant tools are designed with the latest features like clinical decision support, patient engagement, and more. And they're customizable too so you can meet any of your practice's unique needs.

The Best HIPAA Compliant CRM risk dealing with endless security breaches when you don't have to? Ensure your organization's data is secure and compliant by choosing the right HIPAA compliant CRM for your practice. And thankfully, there are many great solutions available that can help you do just that!

There are  any hidden costs and we'll help your practice save money in the long-term. Additionally, our software is easy to use and can actually help you generate more revenue for your business.

10. MOVEit

As a healthcare provider, you might have heard of HIPAA compliance before - but do you know why it's so important to your organization?

One reason is because pharmaceutical companies need to secure their data too. If there was any chance that private patient information got released through one choose PharmaVOICE for HIPAA compliant CRM?

Because our software is powerful enough to meet the strictest industry standards while also being easy enough for anyone to use.

Forget about endless security breaches and save money by choosing a HIPAA compliant CRM solution that you can trust. And you won't have to pay more than necessary.

11. Azalea Health

Healthcare providers take patient privacy very seriously, and for good reason. Security breaches often lead to fines, which can put a big strain on practice budgets. While HIPAA compliance is a long process that takes time and money, it's worth investing in the security of your data.

Because there are so many great risk dealing with endless security breaches when you don't have to? Ensure your organization's data is secure and compliant by choosing the right HIPAA compliant CRM for your practice. And thankfully, there are many great solutions available that can help you do just that!

If you're looking for a fast way to get started building HIPAA compliant forms without choose Azalea Health.

Why use HIPPA Compliant CRM

HIPAA compliant CRM provides the following benefits:

  • An easy and efficient way to manage customer data with a centralized location. This makes it easier for employees to have access to up-to-date client information.
  • Allows you easily identify potential new clients based on their interactions with your company's products or services, and provides a more personalized experience.
  • Only the information you want to share is visible for your customers and prospects so they feel safer, which in turn leads to increased customer loyalty.
  • HIPAA compliance is about far more than just meeting the minimum requirements. Get in touch with our team today for a free consultation to learn more about why we're the best choice for your healthcare business.
  • Assess your risk and get ahead of the curve by choosing a HIPAA-compliant CRM solution today!
  • ordant offers the most HIPAA compliant CRM solutions for your practice. And your patient's personal information will always be protected with features like encryption, accountability, and data loss prevention (DLP).
  • And you won't have to pay more than necessary.
  • With our software you can easily track client interactions and collect electronic signatures, which is greatordian Software.
  • HIPAA compliant CRM helps you efficiently manage customer information and stay in compliance with regulations to protect your business.
  • As a healthcare provider, you might have heard of HIPAA compliance before - but do you know why it's so important to your organization?
  • One reason is because pharmaceutical companies need to secure their data too. If there was any chance that private patient information got released through one security breach, lives could be at stake.
  • Forget about endless security breaches and save money by choosing a HIPAA compliant CRM solution that you can trust. And you won't have to pay more than necessary.


This last conclusion is a review of HIPPA control CRM and how it can be used to increase sales. One example of this would be by importing contacts from your social media pages into the system, which allows you to create groups based on demographics instead of having them all in one long list.

This also includes customer reviews for products or services they have received as well as contact information if desired. The ability to search these lists using different filters such as location provides an effective database tool that will allow businesses to reach out with more personalized messages building stronger relationships with customers and prospects alike.

CRM systems are not just about maintaining records anymore- but now there’s much more potential for personalizing communications through custom segmentation.

How to Remember: The CRM system can help you maintain records as well as personalize communications. Building stronger relationships with customers and prospects, using custom segmentation lists that are based on different demographics.

Running an agency?

Clientvenue is an all-in-one client portal and client requests management software.

Learn more