HIPAA Compliance Assessment
The 80-Point Audit That Could Save You $2.1M in Fines
The same assessment we use for $5,000+ convergence engagements
Where compliance converges with performance - discover your gaps and optimization opportunities in real-time
Assessment Progress
0/80
Your assessment updates in real-time as you check items
1 Foundation & Legal Structure
Business Associate Agreements (BAAs)
All marketing vendors or software tools with access to PHI have signed BAAs (email platforms, CRM, CDP, HIPAA-compliant analytics tools)
BAAs include specific breach notification timelines (within 60 days for 500+ individuals)
Regular BAA reviews and updates (annually or when services change)
Documentation of all third-party relationships that handle any form of patient data
Data Classification
Clear definition of what constitutes PHI in your marketing context
Inventory of all 18 HIPAA identifiers in your marketing database
Proper de-identification processes following Safe Harbor standards
Separation of marketing data from clinical data in your systems
2 Digital Marketing Compliance
Website & Analytics
HIPAA-compliant web analytics setup (no IP tracking of health-related pages)
Proper consent mechanisms for data collection on health-related content
Secure forms and data transmission (SSL encryption minimum)
Privacy policy specifically addressing marketing data use
Email Marketing
Encrypted email platforms for any PHI-containing communications
Explicit opt-in consent with clear explanation of data use
Secure unsubscribe processes that don't expose additional PHI
Separate lists for marketing vs. operational communications
Social Media
Clear social media policies preventing PHI disclosure in comments/posts
Staff training on responding to patient inquiries without revealing PHI
Monitoring systems for accidental PHI exposure in social interactions
Patient testimonial authorization processes with proper written consent
3 Paid Advertising Compliance
Google Ads
Healthcare policy compliance for all ad content and targeting
Proper conversion tracking that doesn't expose PHI in URLs
Compliant remarketing setup (if any health conditions are involved)
Landing page compliance with health claims and privacy standards
Meta/Facebook Ads
Understanding of health & wellness restrictions (especially post-January 2025)
Compliant custom audience creation using de-identified/hashed data
HIPAA-compliant tracking implementation that avoids sharing PHI/PII with ad platforms
Alternative optimization strategies for bottom-funnel events
Cross-Platform Integration
HIPAA-compliant Customer Data Platform (CDP) with signed BAA
Proper data hashing and anonymization before cross-platform sharing
Compliant audience syndication between Google and Meta
Attribution tracking that maintains privacy compliance
4 Data Security & Technical Safeguards
Access Controls
Role-based access permissions for marketing team members
Regular access reviews and updates (quarterly minimum)
Multi-factor authentication on all systems handling patient data
Audit logs for all PHI access and modifications
Data Storage & Transmission
Encryption at rest and in transit for all patient-related data
Secure cloud storage with HIPAA-compliant providers
Regular security assessments of marketing technology stack
Incident response plan for potential data breaches
Technical Infrastructure
Network security measures (firewalls, intrusion detection)
Regular software updates and patches for all marketing systems
Data backup and recovery procedures for marketing databases
Secure disposal procedures for old marketing data and devices
Vendor Management
Security assessments of all marketing vendors before engagement
Ongoing monitoring of vendor compliance and security practices
Contractual security requirements for all third-party integrations
Regular vendor risk assessments and compliance reviews
5 Training & Governance
Staff Training
Annual HIPAA training for all marketing team members
Specific training on PHI recognition in marketing contexts
Social media guidelines training for all staff
Documentation of training completion and regular updates
Policies & Procedures
Written HIPAA-compliant marketing policy with clear guidelines
Incident reporting procedures for suspected violations
Regular policy reviews and updates (annually minimum)
Clear escalation paths for compliance questions
6 Performance & Compliance Integration
Marketing Performance
Attribution models that maintain compliance while providing insights
Conversion tracking setup that doesn't compromise patient privacy
ROI measurement systems using de-identified or aggregated data
Performance optimization strategies within compliance constraints
Reporting & Analytics
Compliant reporting dashboards with no PHI exposure
Regular performance reviews that consider compliance alongside metrics
Client reporting systems that maintain patient privacy
Trend analysis capabilities using properly anonymized data
7 Emergency Preparedness
Breach Response
Written breach response plan with specific timelines and responsibilities
Contact information for legal counsel and compliance officers
Template notifications for patients, OCR, and media (if required)
Regular breach response drills and plan testing
Compliance Monitoring
Regular internal audits of marketing activities (quarterly)
Vendor compliance monitoring and periodic reviews
Regulatory update tracking for changes in HIPAA or advertising policies
Compliance dashboard for ongoing risk assessment
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