Which email platforms are HIPAA compliant?

Platforms that sign BAAs and have appropriate security controls include Paubox (designed specifically for healthcare email), HubSpot (with Business Associate Agreement), and Salesforce Health Cloud. We'll recommend the right platform based on your practice size and budget.

Can we automate post-appointment follow-up to collect reviews?

Yes — with careful implementation. Automated review requests must go out after a specific time delay (not immediately after a clinical encounter), avoid any reference to the nature of the visit, and use a HIPAA-compliant delivery mechanism. We've built compliant review automation for dozens of healthcare clients.

Marketing Automation

Marketing Automation for Healthcare

Healthcare marketing automation must balance patient communication best practices with HIPAA compliance — most standard automation tools are not HIPAA compliant and require specific configuration or replacement. We build patient communication systems that improve practice efficiency without creating compliance exposure.

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The Real Challenges Healthcare Face with Marketing Automation

Marketing Automation for healthcare providers, health tech, and wellness companies comes with industry-specific constraints that a generic agency won't anticipate.

1
Standard email platforms (Mailchimp, Klaviyo) are not HIPAA compliant — healthcare practices need BAAs and proper data handling before automating any PHI-containing communications
2
Appointment reminder automation reduces no-shows by 25–40%, but the implementation must comply with TCPA (for SMS) and avoid PHI in subject lines (which are unencrypted)
3
Patient reactivation campaigns must be carefully worded — the messaging for a patient who hasn't visited in 12 months is very different from a lapsed e-commerce customer
4
Review generation automation (asking patients to leave Google reviews) is high-value but must comply with platform policies and healthcare review regulations

Our Approach for Healthcare

We begin every healthcare automation engagement with a compliance audit — identifying which tools in the existing stack have BAAs and which don't. We replace non-compliant tools before building any automation that touches patient data.

Outcomes for Healthcare

No-show rates reduced 25–35% through multi-step appointment reminder sequences (email + SMS)
Patient reactivation campaigns recovering 8–15% of patients who haven't visited in 12+ months
HIPAA-compliant automation stack with BAAs from all vendors and full audit logging of patient communications

Deliverables

Email automation sequences
Lead scoring and segmentation setup
CRM workflow configuration
Landing page and form integration
Analytics dashboard and reporting

Questions from Healthcare

Which email platforms are HIPAA compliant?: Platforms that sign BAAs and have appropriate security controls include Paubox (designed specifically for healthcare email), HubSpot (with Business Associate Agreement), and Salesforce Health Cloud. We'll recommend the right platform based on your practice size and budget.
Can we automate post-appointment follow-up to collect reviews?: Yes — with careful implementation. Automated review requests must go out after a specific time delay (not immediately after a clinical encounter), avoid any reference to the nature of the visit, and use a HIPAA-compliant delivery mechanism. We've built compliant review automation for dozens of healthcare clients.

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Book a free strategy call. We'll scope your project and send a proposal within 24 hours.

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