Healthcare Technology Insights

HIPAA Training Requirements

The HIPAA training requirements are that “a covered entity must train all members of its workforce on policies and procedures […] as necessary and appropriate for the members of the workforce to carry out their functions within the covered entity” (§164.530(b)(1) of the HIPAA Privacy Rule). In addition, a covered entity or business associate must “implement a security awareness and training program for all members of its workforce including management”. (§164.308(a)(5) of the HIPAA Security Rule).

What are the HIPAA Training Requirements?

The first thing to be aware of with respect to the HIPAA training requirements is that not only HIPAA-Covered Entities are required to comply with the HIPAA Privacy Rule training standard. The Applicability standard at the beginning of the HIPAA Administrative Simplification Regulations (§160.102) states “Where provided, the standards, requirements, and implementation specifications adopted under this subchapter apply to a business associate”.

This means that if a HIPAA Business Associate provides a service for or on behalf of a covered entity that requires compliance with a HIPAA Privacy Rule standard, the business associate must also comply with the HIPAA Privacy Rule training standard. Both covered entities and business associates are required to comply with the HIPAA Security Rule training standard,  which applies to all members of the workforce regardless of whether they have access to PHI or not.

The HIPAA Privacy Rule Training Standard

To best explain the HIPAA Privacy Rule training standard, it is necessary to start with the “Policies and Procedures” standard of the HIPAA Privacy Rule’s Administrative Requirements. This standard states:

“A covered entity must implement policies and procedures with respect to protected health information that are designed to comply with the standards, implementation specifications, or other requirements of this subpart [the HIPAA Privacy Rule] and subpart D of this part [the Breach Notification Rule]. The policies and procedures must be reasonably designed, taking into account the size and the type of activities that relate to protected health information undertaken by a covered entity, to ensure such compliance.”

This standard requires HIPAA-Covered Entities (and HIPAA Business Associates “where provided”) to develop and implement policies and procedures for every area of their operations which may involve uses and disclosures of PHI – including how to react to unauthorized uses and disclosures. Thereafter, with the above standard in mind, the Training standard of Administrative Requirements states:

“A covered entity must train all members of its workforce on the policies and procedures with respect to protected health information required by this subpart and subpart D of this part, as necessary and appropriate for the members of the workforce to carry out their functions within the covered entity.”

The HIPAA Security Rule Training Standard

Compared to the HIPAA Privacy Rule training standards, the HIPAA Security Rule training standard appears straightforward. It states:

“Implement a security awareness and training program for all members of its workforce (including management).”

To guide covered entities and business associates with what should be included in HIPAA security awareness training, the standard has four addressable implementation specifications:

  1. Periodic security updates.
  2. Procedures for guarding against, detecting, and reporting malware.
  3. Procedures for monitoring login attempts and reporting discrepancies.
  4. Procedures for creating, changing, and safeguarding passwords.

However, the section of the HIPAA Security Rule in which the training standard appears (the Administrative Safeguards §160.308) commences with the line “A covered entity or business associate must, in accordance with §164.306”. Section §164.306 contains the General Requirements for the HIPAA Security Rule, which state state covered entities and business associates must protect against any reasonably anticipated uses or disclosures not permitted under the HIPAA Privacy Rule. This implies organizations should incorporate HIPAA Privacy Rule training into HIPAA security awareness training, but it is left to organizations to make this connection themselves. Many don’t.

Therefore, although the HIPAA Security Rule training standard appears more straightforward, it potentially has more issues than the HIPAA Privacy Rule training standard inasmuch as there are many more opportunities for gaps in HIPAA knowledge and avoidable HIPAA violations. For example, training business associate workforces on detecting malware, reporting discrepancies, and safeguarding passwords, does not explain why it is a violation of HIPAA to copy and paste PHI databases and email them to yourself. HIPAA Security Rule training that only focusses on the cybersecurity aspects of HIPAA security will therefore have the wrong focus. The focus on HIPAA security awareness training should be the use and protection of PHI, and any technical aspects of cybersecurity are in the context of PHI.

Organizations that do incorporate HIPAA Privacy Rule training into HIPAA security awareness training can benefit from delivering HIPAA Security Rule training in the correct context. But, to combine training in this way, organizations have to develop multiple training courses to accommodate (for example) members of a covered entity’s workforce with different functions, and members of a business associate’s workforce with no access to PHI who have to undergo security training to “tick the box”.

How Often is HIPAA Training Required?

According to the HIPAA Administrative Requirements, HIPAA training is required for “each new member of the workforce within a reasonable period of time after the person joins the covered entity’s workforce” and also when “functions are affected by a material change in policies or procedures”, again within a reasonable period of time. As well as providing HIPAA training to new staff as soon as possible, the best practice in the healthcare sector is to provide healthcare staff with annual HIPAA training.

The HIPAA Security Rule training standard implies that security and awareness training programs should be ongoing. HIPAA training should also be provided whenever there is a change in working practices or technology, whenever a risk assessment identifies a need for further training, or whenever new rules or guidelines are issued by the Department of Health and Human Services (HHS). In order to assess whether HIPAA training is required, HIPAA Privacy and HIPAA Security Officers should:

  • Monitor HHS and state publications for advance notice of rule changes. Ideally, this should involve subscribing to a news feed or other official communication channel.
  • When new rules or guidelines are issued, conduct a risk assessment to determine how they will affect the organization’s operations and if HIPAA training is required.
  • Liaise with HR and Practice Managers to receive advance notice of proposed changes in order to determine their impact on compliance with the HIPAA Privacy Rule.
  • Liaise with IT managers to receive advance notice of hardware or software upgrades that may have an impact on compliance with the HIPAA Security Rule.
  • Conduct regular risk assessments to identify how material changes in policies or procedures may increase or decrease the risk of HIPAA violations.
  • Compile a training program that addresses how any changes will affect employees’ compliance with HIPAA – not only the changes themselves.
  • Develop a HIPAA refresher training program that can be conducted at least annually if training is not provided for any other purpose.

Naturally, in the event of changes in working practices and technology, HIPAA training only needs to be provided to workforce members whose roles will be affected by the changes. As mentioned in our “Best Practices” section below, it is also advisable to include at least one member of senior management in the training sessions,  even if they are not affected by the new policies or procedures – as it shows the whole organization is taking its HIPAA training requirements seriously.

A potential issue with the frequency of training is that, if there are no material changes to policies and procedures, working practices, or technology, if no new rules or guidelines are issued by HHS, or if HIPAA security awareness training is only provided “periodically”, it can be a long time between training sessions, during which time members of the workforce may take shortcuts with compliance to “get the job done”. This is why the best practice in the healthcare sector is to provide healthcare staff with annual HIPAA training.

What Should be Included in a HIPAA Training Course?

The basic elements that should be included in a HIPAA training course are suitable as an introduction to HIPAA or can be used as the basis for am annual refresher course.

Recommended Content for HIPAA Compliance Training

The Role of the HIPAA Officers
This training should cover the roles of HIPAA Compliance Officer, HIPAA Privacy Officer, and HIPAA Security Officers, when to contact them, and how to use official reporting channels.

Definitions and Lexicons
This training should include clear definitions of PHI, ePHI, Minimum Necessary, Covered Entity, Business Associate, and Designated Record Set, with role-based examples.

The Main HIPAA Regulatory Rules
This training should cover the HIPAA Privacy Rule, HIPAA Security Rule, and HIPAA Breach Notification Rule and how each maps to day-to-day tasks.

HIPAA Compliance for Staff
This training should include core obligations for handling PHI/ePHI, documentation standards, and step-by-step incident reporting.

Why HIPAA Compliance is Important
This training should cover benefits to patients, the organization, and employees, emphasizing confidentiality as part of care quality.

The Consequences of HIPAA Violations and Breaches
This training should include personal and organizational impacts, the difference between violations and breaches, and why prompt reporting matters.

Preventing HIPAA Violations
This training should cover common error patterns and practical habits to avoid them, including mindful, permitted disclosures.

PHI Disclosure Guidelines
This training should include required vs. permitted disclosures, exceptions, professional discretion, identity verification, and escalation triggers.

HIPAA Rights for Patients
This training should cover patient rights (access, amendments, restrictions, confidential communications, accounting of disclosures) and routing requests correctly.

HIPAA Security Rule: Threats to Patient Data
This training should cover accidental, internal, external, and environmental threats—and the importance of quick reporting.

HIPAA Security Rule: Protecting Electronic PHI
This training should include shared responsibilities for ePHI safeguards (devices, credentials, email) and when to alert Security about insider risks.

HIPAA and Emergency Situations
This training should cover permitted disclosures during medical, manmade, and physical emergencies and conditions for OCR enforcement discretion.

Recent HIPAA Updates
This training should include summaries of recent and proposed changes, workflow impacts, and practical cautions to avoid impermissible or missed disclosures.

Additional HIPAA Training Required for New Technologies

Several important technologies emerged after the passing of the HIPAA law and the subsequence introduction of the HIPAA rules.

HIPAA Training for Email, Messaging, and Texting
This training for staff must cover using only approved, secure channels for PHI; applying the Minimum Necessary standard; verifying identity before sending; and documenting disclosures per policy. It must teach employees how to craft message content (no diagnoses in subject lines, limited details in voicemails/texts), handle misdirected messages (immediate recall/notification and escalation), and use safeguards such as encryption, access controls, and auto-lock on mobile devices.

HIPAA Training for Social Media
This training for employees must explain how casual posts, photos, or “anonymous” case descriptions can disclose PHI and trigger sanctions. It must teach employees that once content is online they lose control of further disclosure or manipulation, and that work stories, images from clinical areas, and patient details—even without names—are risky. It should reinforce a culture of caution: follow organizational policy, avoid posting about patients or workplaces, and ask questions to the HIPAA Privacy and HIPAA Compliance Officers.

HIPAA Training for Artificial Intelligence (AI) Tools
This training must teach employees what AI tools are used in healthcare, when they are approved, and how unapproved or untrained AI can cause impermissible disclosures or exceed HIPAA Minimum Necessary Rule. It must cover best practices: never paste PHI into non-approved AI tools, validate AI outputs before use, log interactions as required, and report anomalies or inaccurate results. It must also explain that employees should not use AI to answer HIPAA compliance questions because these tools are often inaccurate or out of date.

Best Practices for HIPAA Compliance Training

Because no detailed HIPAA training requirements listed in the legislation, we have put together a short series of best practices that HIPAA compliance managers may want to consider when compiling “necessary and appropriate” security awareness training, HIPAA training for employees at onboarding, and HIPAA refresher training programs. Our best practices for HIPAA compliance training are not set in stone and can be selected from as best suits each training program.

  • Do test trainees during the training because self-attestation does not work because staff will only pay attention if they know they are going to be tested.
  • Do cover everything required. While it might be tempting to omit some elements of HIPAA to reduce the number of work hours required for an organization, it is a false economy that will almost certainly cost more in the longer term with regard to HIPAA violations or HIPAA breaches.
  • Do include the consequences of a HIPAA breach in the training, not just the financial implications for the organization, but also the personal career implications for trainees and their colleagues, and of course the person(s) whose PHI has been exposed.
  • Do provide Continuing Education Units (CEUs) during HIPAA training because they provide motivation for staff to complete the training. Only use HIPAA training that provides CEUs.
  • Don’t quote long passages of text from the HIPAA guidebooks or the regulations. HIPAA compliance training not only has to be absorbed, but it also has to be understood and followed in day-to-day life.
  • Do include senior management in the training. Even if senior managers have no contact with PHI, it is essential they are seen to be involved with HIPAA compliance training. Knowing that the training is being taken seriously at the top will encourage others to take it seriously.
  • Don’t forget to document your training. In the event of an OCR investigation or audit, it is important to be able to produce the content of the training as well as when it was conducted, to whom, and how frequently. Trainees should sign attestations to confirm they have received training if progress is not monitored by a learning management system.
  • Do provide comprehensive security awareness training that combines HIPAA compliance training and general online security training to cover best practices such as using a password manager, reducing phishing susceptibility, and backing up data. This will help to build a security culture in your organization and reduce the risk of data breaches.  The HIPAA security training must be targeted at PHI and medical records, not generic IT security training.

Additional State Medical Privacy Law Training

State medical privacy laws often supplement and sometimes preempt HIPAA by imposing stricter or additional obligations on workforce members that require additional training in these states. Staff must follow HIPAA plus any stricter state rule, for example, tighter consent, shorter response timelines, expanded breach notice content, or added safeguards for automated tools. It is therefore important that in some states, the HIPAA training also includes the related and relevant additional privacy training.

Texas Medical Privacy and Data Security Laws

In Texas, requirements can exceed HIPAA under the Texas Medical Records Privacy Act (as amended by HB 300), with further duties shaped by the Texas Identity Theft Enforcement and Protection Act, the Texas Data Privacy and Security Act, and AI-related measures such as the Texas Responsible AI Governance Act and SB 1188 on AI and electronic health records.

California Medical and Data Privacy Laws

California likewise layers additional protections above HIPAA through the Confidentiality of Medical Information Act, the Patient Access to Health Records Act, Medi-Cal rules, and the California Consumer Privacy Act/Privacy Rights Act (including automated decision-making provisions), along with new Health and Safety Code provisions added by SB 81 (Patient Access and Protection).

Additional Federal Laws

HIPAA is a federal statute that applies to covered entities and business associates, but it is not the only legislation covering the privacy and security of healthcare data. HIPAA sets minimum standards for health information privacy and security, but there are circumstances in which other federal and state health information privacy laws preempt HIPAA. For example, federal agencies also have to comply with the Privacy Act, while teaching institutions have to comply with FERPA.

States may also implement more stringent privacy requirements that preempt HIPAA. When more stringent requirements exist, in addition to providing HIPAA training, training must also be provided to comply with state laws where the state laws – or areas of the state laws – preempt HIPAA. For instance, organizations in Texas and those serving Texas residents are required to provide training on Texas HB 300 and the requirements of the Texas Medical Records Privacy Act, which go further than the minimum standards of HIPAA.

Benefits of Online HIPAA Training - the hipaajournal.com

Targeted HIPAA Training

HIPAA Training Requirements for Employers

In most cases, the HIPAA training requirements for employers only apply to employers that are HIPAA-Covered Entities or business associates. Qualifying employers must provide HIPAA training to all members of the workforce regardless of their role within the organization as per the Administrative Safeguards of the HIPAA Security Rule.

If an employer is not a covered entity or a business associate but engages in HIPAA-covered transactions (for example, the employer administers a self-insured health plan), HIPAA training only needs to be provided to employees with access to PHI or ePHI. Further information about HIPAA training requirements for employers in these circumstances can be found in this article.

HIPAA Training for Employees

In addition to providing “necessary and appropriate” HIPAA training for employees, it is advisable to provide additional training that gives context to the training each employee receives. For example, when training employees on the HIPAA rules for PHI disclosures, it is recommended to also discuss the consequences of HIPAA violations.

Documenting the training provided to employees is a requirement of HIPAA. However, this has advantages inasmuch as, if material changes to policies or procedures occur and they impact only a specific area of HIPAA compliance, a record exists of who has been trained in that specific area of HIPAA compliance and who now needs refresher training.

HIPAA Training for Business Associate Staff

The HIPAA training requirements for business associates are often misunderstood because – notwithstanding the Applicability standard §160.102 – nowhere in the HIPAA Privacy Rule does it state HIPAA training for Business Associates is mandatory. However, the Administrative Safeguards of the HIPAA Security Rule (45 CFR § 164.308) state:

“A covered entity or business associate must … … implement a security awareness and training program for all members of its workforce (including management).”

While this could be interpreted as a general security awareness and training program rather than HIPAA awareness training for business associates, it makes sense for training to be HIPAA-related because if a violation of HIPAA occurs, and there is no evidence of appropriate HIPAA Business Associate training being provided, it will likely result in heavier sanctions for willful neglect.

Consequently, while Business Associates must comply with the HIPAA security standards relating to a security and awareness training program, it is advisable to train workforces on whichever elements of the Administrative Requirements, HIPAA Privacy Rule, and/or Breach Notification Rule are appropriate to individuals’ roles or which are stipulated in a Business Associate Agreement.

Business associate staff need HIPAA training because the Privacy Rule can apply to their roles in addition to standard security awareness. This training explains who is who (covered entities, business associates, subcontractors) and how PHI moves along the chain of custody, so employees understand their part of the workflow. It clarifies responsibilities under the HIPAA Security Rule, why safeguards exist, what a Business Associate Agreement (BAA) permits, and when to alert Security or Privacy if confidentiality, integrity, or availability could be at risk. Employees learn the limits on uses and disclosures tied to the BAA and the service provided, the Minimum Necessary principle for access, and the exact steps to take if a mistake exposes PHI. The program also sets expectations about consequences, sanctions, patient harm, and organizational costs, using case studies to keep compliance top of mind.

HIPAA Compliance Training for Students

The HIPAA Privacy Rule states that HIPAA compliance training should be provided to new employees “within a reasonable period of time of a new employee joining a covered entity’s workforce”; and while there may be justifiable reasons not to provide training before a new employee accesses PHI (for example, they have transferred from another healthcare facility and already have an understanding of HIPAA), that is not the case for healthcare students. The HIPAA training for healthcare students is different than regular HIPAA training because the students require extra training on some topics that are not relevant to regular healthcare professionals, such as using PHI in student assignments.

Healthcare students should be provided with HIPAA compliance training before they access PHI so they are aware of PHI disclosure guidelines when they start working with patients or when they use healthcare data to support reports and projects. With this in mind, an appropriate HIPAA compliance training course for healthcare students would consist of the elements listed above, plus further elements relevant to their education.

Electronic Health Record Access by Healthcare Students

During their training, healthcare students may be permitted to access EHRs under supervision. It is important students know what they can and cannot do with patient PHI under HIPAA, and also that it is a violation of HIPAA to use another person’s EHR login credentials to access patient PHI.

PHI & Student Reports and Projects

Students need to be aware that, when writing reports, preparing case studies, or giving presentations, they are unable to use PHI unless the patient has given their informed consent, or unless PHI is de-identified by removing any identifiers that make the health information “protected”.

Being a HIPAA Compliant Student

It is a student’s responsibility to understand the covered entity’s HIPAA policies and procedures and comply with them just as if they were a healthcare professional. They also need to know how to identify a violation of HIPAA and who to report the violation to.

HIPAA Training for Small Medical Practice Employees

Small medical practices have some unique circumstances that are different than, for example, hospitals. HIPAA training for small medical practice staff should prepare employees for real-world constraints: tight spaces, multitasking at a busy front desk, unfamiliar software, and working in close-knit communities where people ask about neighbors’ health. This training must teach employees to control the physical environment (screen privacy, clean desks, locked bins), manage interruptions without over-sharing, and use only approved systems for PHI, no personal email, texting, or ad-hoc tools. It should explain why copying shortcuts from others is risky, provide simple tech steps (strong passwords, MFA, logouts), and offer scripts to resist community pressure (“I can’t discuss patient information”). Employees must learn the difference between a violation and a breach, how to report incidents quickly, and what sanctions or external penalties can follow.

HIPAA Training for IT Professionals

While it is natural to assume HIPAA training for IT professionals should focus on IT security and protecting networks against unauthorized access, it is also important IT professionals receive training about the challenges experienced by frontline healthcare professionals operating in compliance with HIPAA.

This is so IT professionals design systems and develop procedures that streamline with healthcare professionals’ needs. If systems and procedures are too complicated or appear irrelevant to individuals’ roles, ways will be found to circumnavigate the systems – potentially placing ePHI at the risk of exposure, loss, or theft.

HIPAA Training for Medical Office Staff

Depending on the size of a medical office and the variety of roles filled by staff, HIPAA training for medical office staff is likely to be more comprehensive than for any other category of healthcare employee. This is because medical office teams can often deal with patients, their families, inquiries from third parties, suppliers, payment processors, and health care plans.

The range of scenarios medical office staff are likely to experience is one of the reasons HIPAA training needs to be memorable so it is applied in day-to-day life. With regards to HIPAA training for medical office staff, the more contextual it is the better, as it will help employees better understand the significance of HIPAA and why safeguarding ePHI is important.

 

Why HIPAA Training is Important- the hipaajournal.com

 

HIPAA Refresher Training

In addition to being provided regularly to prevent the development of cultural norms, HIPAA refresher training should be provided to staff whenever new threats to patient data are discovered. It is important employees know how to identify the threats and respond to them and delaying training of this nature until an annual refresher training day could result in an avoidable data breach.

As well as covering changes to policies and procedures, HIPAA refresher training also needs to go over old ground periodically in order to remind employees why HIPAA is important and what patients’ rights are – especially as changes to the HIPAA Privacy Rule have recently been proposed that will improve data sharing and interoperability, and prohibit information blocking.

 

HIPAA Training Requirements FAQ

What is HIPAA training?

HIPAA training is part of the training new members of a covered entity’s workforce receive when they start working for a covered health plan, healthcare clearinghouse, healthcare provider, or pharmacy. The training should include an explanation of terms such as Protected Health Information and why it is necessary to protect the privacy of individually identifiable health information.

Additionally, HIPAA training should consist of security awareness training such as password management and phishing awareness. This element of training should not only be provided for members of a covered entity’s workforce, but also to members of a business associate’s workforce regardless of the access to electronic Protected Health Information.

How long is HIPAA training good for?

HIPAA training is good for one year because best practice in the healthcare sector is to provide annual HIPAA training.

There are circumstances where additional HIPAA training is required, such as when the HSS issues new guidelines,  when members of the workforce are required to undergo HIPAA refresher training due to an internal company policy, when an empolyee receives a sanction for a non-compliant event, or when there is a Corrective Action Plan imposed by HHS.

As well as policy and procedure training, the HIPAA Security Rule stipulates that all members of the workforce are required to participate in a security awareness and training program. As the use of the term “program” implies security and awareness training is ongoing, HIPAA training of this nature has no specific expiry date. It is necessary to continue improving the workforce’s resilience against online threats.

How can you get HIPAA training?

In most cases, you get HIPAA training from your employer when you start working for a business required to comply with the HIPAA Privacy, Security, and/or Breach Notification Rules. However, if you have no previous knowledge of HIPAA, it can be beneficial to invest in an online HIPAA training course to better understand the basics of HIPAA before moving onto policy and procedure training.

When must new employees complete their HIPAA training?

New employees must complete their HIPAA training “within a reasonable period of time” according to the HIPAA Privacy Rule. However, some states and some organizations have fixed time limits. For example, new employees in Texas must complete their HIPAA training within 90 days, while personnel attached to the Defense Health Agency must complete their training within 30 days.

How often should HIPAA training be completed?

HIPAA training should be completed as often as is necessary to mitigate the risk of a HIPAA violation or data breach. For some members of the workforce, this may mean completing HIPAA training monthly or quarterly; while, for other members of the workforce, annual refresher training is often sufficient to maintain a compliant organization.

Is there a difference between HIPAA compliance training and other types of HIPAA training?

Although there is no official difference between HIPAA compliance training and other types of HIPAA training, some organizations refer to policy and procedure training as HIPAA compliance training while HIPAA rules and regulations training (i.e., security and awareness training) is referred to as HIPAA training.  The HIPAA Journal has designed its HIPAA training to provide comprehensive training on HIPAA rules and regulations.

How often do healthcare workers need to have HIPAA training?

Healthcare workers need to have HIPAA training as often as required to perform their roles in compliance with the HIPAA Privacy, Security, and Breach Notification Rules. Many healthcare workers only have HIPAA training when they start working for a new employer and when there is a material change to policies and procedures – and this is often not enough to ensure compliance.

How long must HIPAA security awareness training documents be maintained?

HIPAA security awareness training documents must be maintained for as long as policies or procedures related to the training (including sanctions policies) are in force plus six years. This is because documentation relating to policies and procedures have to be maintained for six years from the date they are last in force and, if training is based around the policies and procedures, the documents relating to the training must also be maintained for the same period of time.

How often does CMS require HIPAA training?

Although the Centers for Medicare and Medicaid Services (CMS) regulates compliance with Part 162 of HIPAA (relating to the operating rules for transactions, code sets, identifiers, etc.), CMS does not require HIPAA training. However, the agency does provide a series of web-based training courses on the Medicare Learning Network which cover a broad range of topics related to Part 162 compliance.

Who is in charge of HIPAA training?

The individual in charge of HIPAA training is the Privacy Officer or the Security Officer depending on whether the training relates to HIPAA policies and procedures or security and awareness training. Although in charge of training, neither Officer has to be present during a training session if – for example – a member of the IT team is demonstrating how a software solution works.

HIPAA requires specific training on what?

HIPAA requires specific training on the policies and procedures developed by the organization to protect the privacy of individually identifiable health information. Members of the workforce do not have to receive training on every policy and procedure – just those that are relevant to their roles (although it is also a good idea to provide general HIPAA training to all members of the workforce).

Where do I take HIPAA training for the army?

HIPAA training for the army is required for all Defense Health Agency military, civilian, and contractor personnel within 30 days of onboarding and annually thereafter. HIPAA training and Privacy Act training (also a requirement for Defense Health Agency personnel) is accessible via the Joint Training System on the Joint Chiefs of Staff website.

Are the training requirements under HB 300 any different from the HIPAA training requirements?

The training requirements under HB 300 are different from the HIPAA training requirements inasmuch as new members of a workforce subject to the Texas Medical Records Privacy Act must be trained on policies and procedures within 90 days. The HIPAA training requirements are that new members of the workforce are trained “within a reasonable period of time”, so the difference is that HIPAA does not stipulate a timeframe whereas HB 300 does.

It is worth noting that HIPA-Covered Entities are exempted from complying with the Texas Medical Records Privacy Act, but business associates are not. As a result, HB 300 applies to more types of organizations than HIPAA; and, while the training “requirements” do not differ a great deal, the number of organizations required to provide training is much higher.

Can Covered Entities be fined for not providing HIPAA training?

Covered entities can be fined for not providing HIPAA training if it transpires that a violation investigated by HHS’ Office for Civil Rights is attributable to a lack of training. Most often, rather than fine a covered entity, HHS’ Office for Civil Rights will require the covered entity to follow a Corrective Action Plan which includes monitored and documented training.

Is it necessary to have HIPAA refresher training whenever new technology is implemented?

It is necessary to have HIPAA refresher training whenever new technology is implemented if the new technology is being implemented to address a vulnerability or threat to the privacy and security of Protected Health Information. In most cases, the HIPAA element of the training will be incorporated into the technology element of the training to make both elements more understandable.

If a material change to a policy occurs, but it only affects a few people, is it necessary for everyone to undergo refresher training?

If a material change to a policy occurs, but it only affects a few people, it is not necessary for everyone to undergo refresher training unless the material change has a knock-on effect for other members of the workforce. For example, if a covered entity changes its policy for responding to PHI access requests, only those who respond to PHI access requests need to undergo refresher training, but public-facing members of the workforce will also need to know the policy has changed.

How much is the fine for failing to comply with the HIPAA training requirements?

The fine for failing to comply with the HIPAA training requirements – if a fine is imposed – varies according to the nature of a subsequent violation attributable to the training failure. Fines for failing to comply with the HIPAA training requirements can also be imposed when no subsequent violation has occurred if the training failure is identified during a compliance audit.

How does HHS’ Office for Civil Rights find out about HIPAA training violations?

HHS’ Office for Civil Rights can find out about HIPAA training violations in a number of ways. The agency can discover a training violation when investigating a complaint from a patient, when investigating a data breach, when investigating a tip-off from a member of the workforce, or when conducting a compliance audit.

Is it a requirement to provide HIPAA refresher training to the entire workforce when there is a material change to a policy or procedure?

It is not a requirement to provide HIPAA refresher training to the entire workforce when there is a material change to a policy or procedure unless the material change affects the entire workforce. For example, if there is a change to the content of Business Associate Agreements, only those members of the workforce that handle Business Associate Agreements will have to undergo HIPAA refresher training. However, if there is a material change to the organization’s HIPAA sanctions policy, all members of the workforce need to be trained on the implications of the change.

Why do all members of the workforce have to have HIPAA security and awareness training?

All members of the workforce have to have HIPAA security and awareness training because it is important that all members of the workforce are aware of cyber risks. Cybercriminals do not necessarily know who has access to PHI stored on a network, so will target every member of the workforce to try to infiltrate the network and move laterally until they find unprotected PHI.

Is there a benefit of HIPAA training packages offered by third-party compliance companies?

There is a benefit of HIPAA training packages offered by third-party compliance companies inasmuch as the packages provide a foundation of HIPAA knowledge. Trainees learn about the basics of HIPAA, why it exists, and what it protects to better prepare them for when they undergo policy and procedure training – which is subsequently more understandable.

For covered entities and business associates, the benefit of HIPAA training packages offered by third-party compliance companies is three-fold. The packages prepare new members of the workforce for more advanced policy and procedure training, put security and awareness training into context, and can also be used as the basis for periodic refresher training.

Who is responsible for organizing HIPAA training?

HIPAA compliance officers should be responsible for organizing HIPAA training for members of the workforce – although they don’t necessarily have to conduct the training themselves. If, for example, HIPAA security and awareness training involves how to compliantly use a new piece of software, it may be better for a member of the IT team to present the training – although the compliance officer should be in attendance at the presentation.

Should a Privacy Officer provide privacy training and a Security Officer provide security training?

While it would appear to make sense that a Privacy Officer provides privacy training and a Security Officer provides security training – as each Officer should be a specialist in their own field to answer questions – it is not necessary to divide training responsibilities. A lot of crossover exists between privacy and security in HIPAA, so both topics can often be covered together in a training session unless the session is about a specific privacy or security topic.

What is an example of a “material change to policies”?

An example of a material change to policies is when hospitals had to amend policies and procedures to accommodate the change from CMS’ Meaningful Use program to the Promoting Interoperability program. If the policy changes affect the way in which ePHI is managed, the personnel involved in managing data for the Promoting Interoperability program should undergo training to avoid there being gaps in their knowledge.

Which senior managers should be involved in HIPAA training?

All senior managers must be involved in HIPAA training – particularly security and awareness training. Additionally, while it is important all senior managers are aware of the impact HIPAA compliance has on operations, it is more practical to involve (for example) CIOs and CISOs in technology training, and CFOs in training that concerns interactions between healthcare organizations and health insurance companies.

What is the most important element of HIPAA training?

The most important element of HIPAA training should be determined by a risk assessment. Thereafter, the “most important element” of HIPAA training will vary on a case-by-case basis and likely vary according to workforce roles. However, it is important for personnel to understand why HIPAA is important and why they are undergoing training in a particular aspect of HIPAA compliance.

How long does HIPAA training take?

How long HIPAA training takes is subject to the amount of content included in the session, the number of people attending the session, and the volume of questions asked during and after the session. Online training modules generally take around five minutes each, so it would take around two hours to complete an online training course, but probably longer in a classroom environment.

How often do you have to do HIPAA training?

How often you have to do HIPAA training depends on factors such as material changes to policies and procedures, risk assessments, and OCR corrective action plans. In addition, as well as maintaining an ongoing security and awareness training program, it is recommended covered entities and business associates provide HIPAA Privacy Rule refresher training at least annually.

Why is HIPAA training important?

HIPAA training is important because – beyond the legal requirement to provide/undergo HIPAA training – it demonstrates to members of the workforce how covered entities and business associates protect patient privacy and ensure the confidentiality, integrity, and availability of PHI so members of the workforce can perform their duties without violating HIPAA regulations.

Who needs HIPAA training?

Everybody needs HIPAA training if they are a member of a covered entity’s or business associate’s workforce. This not only means employees have to be trained on HIPAA policies, but also volunteers, students, and contractors who may encounter Protected Health Information in visual, verbal, written, or electronic form. It is also a requirement of the HIPAA Security Rule that all members of the workforce – including senior managers – participate in a security and awareness training program.

When does HIPAA training expire?

HIPAA training does not expire – even though some training organizations issue time-limited certificates of compliance. No training provided in compliance with the HIPAA Privacy and Security Rules has an expiry date unless changes are made to policies and procedures, a risk analysis identifies a need for further training or an individual moves from one covered entity to another where different policies and procedures apply and the new employer has a legal obligation to provide HIPAA training on the different policies and procedures.

What kind of HIPAA training do I need to provide to new hires for HIPAA and HITECH?

The kind of HIPAA training you need to provide to new hires for HIPAA and HITECH depends on whether your organization is a covered entity or business associate.

If your organization is a HIPAA covered entity, you must train new hires on policies and procedures with respect to Protected Health Information and the Breach Notification Rule, and provide security and awareness training.

If your organization is a business associate for a covered entity, the training you need to provide for new hires varies according to the service provided to the covered entity. Breach notification training and security and awareness training are mandatory. However, it may be a condition of a Business Associate Agreement that your organization also provides HIPAA Privacy Rule training to new hires.

Why is documentation of HIPAA training necessary?

The documentation of HIPAA training is necessary for two reasons. First, it demonstrates a covered entity or business associate is complying with the HIPAA training requirements in the event of an audit, inspection, or investigation. Secondly, it records what training has been received by individuals to determine if additional training is required as a consequence of a risk analysis, a policy change, or a promotion.

What do you learn during HIPAA training?

What you learn during HIPAA training depends on the reason for the training being provided. HIPAA training for new employees will likely focus on the basics of HIPAA, policies, and procedures relating to PHI in the workplace, and how to respond to a breach of PHI. Security and awareness training will likely be more focused on best practices for accessing, using, and sharing ePHI online. There may also be occasions when HIPAA training focuses on specific issues identified in a risk assessment or prompted by a patient complaint.

What is a HIPAA training certificate?

A HIPAA training certificate is a third-party accreditation awarded to individuals who pass a HIPAA training course. Often the courses are designed to provide individuals with a basic knowledge of HIPAA so that subsequent training on (for example) policies and procedures or security and awareness is more understandable. HIPAA training certificates can also demonstrate to potential employers that a job candidate has an understanding of the HIPAA rules and regulations.

Who is responsible for training students about HIPAA?

The organization responsible for training students about HIPAA is the covered entity they are under the control of when first exposed to Protected Health Information. However, teaching institutions that do not provide medical services to the general public are not considered to be covered entities. Because of this, it may be the case a student does not receive any HIPAA training until after they have graduated and start working as an employee for a healthcare organization.

What HIPAA training is required?

What HIPAA training is required depends on the reason for the training. The basic HIPAA training requirements are that covered entities train members of the workforce on HIPAA-related policies and procedures relevant to their roles and that both covered entities and business associates provide a security awareness and training program. These requirements are not sufficient to prevent the most common types of HIPAA violations, and it is recommended all businesses supplement the minimum requirements with frequent refresher training.

The post HIPAA Training Requirements appeared first on The HIPAA Journal.

What is HIPAA Certification For Healthcare Vendors?

This post still to be written: HIPAA certification is the process in which an independent third party organization audits a vendor to certify and confirm that the physical, technical, and administrative safeguards required for HIPAA compliance have been met, with the award of a formal document that signals the completion of a HIPAA compliance process.

Certifying that an organization’s workforce is HIPAA compliant can have similar benefits to those discussed above inasmuch as a compliant workforce is less likely to violate HIPAA or make mistakes that could result in data breaches. Similarly achieving workforce HIPAA certification demonstrates a reasonable amount of care to abide by the HIPAA Rules in the event of an OCR investigation or audit.

For individual members of the workforce, HIPAA certification can help foster patient trust, support applications for promotion, and increase prospects in the job market. However, it is what workforce members learn during a certification program that can have the biggest impact on their professional lives, as this can help prevent unintentional violations that can have significant consequences.

Unintentional violations of HIPAA can be attributable to a lack of knowledge, shortcuts being taken “to get the job done”, or because a cultural norm of noncompliance has been allowed to develop. Whatever the reason, violations of HIPAA can result in sanctions ranging from written warnings to loss of professional accreditation – sanctions that can be avoided by applying the information learned during a certification program.

HIPAA training is not optional and “a covered entity must train all members of its workforce on policies and procedures […] as necessary and appropriate for the members of the workforce to carry out their functions within the covered entity” as stated in §164.530(b)(1) of the HIPAA Privacy Rule. All HIPAA covered entities must  “implement a security awareness and training program for all members of its workforce including management” as stated in §164.308(a)(5) of the HIPAA Security Rule.

Why Organizations Get Certified As Being HIPAA Compliant?

The first reason for getting certified is that, in order to achieve an accreditation, organizations will have to adopt best privacy practices and implement the administrative, technical, and physical safeguards of the HIPAA Security Rule. This in itself will reduce the likelihood of HIPAA violations and data breaches – leading to a reduction in patient complaints and OCR investigations.

If – despite achieving an accreditation – a violation still occurs that results in an OCR investigation, a certificate of HIPAA compliance demonstrates “a reasonable amount of care to abide by the HIPAA Rules”. This can be the difference between a HIPAA violation being classified as a Tier 1 violation (minimum penalty per violation $141) and a Tier 2 violation (minimum penalty per violation $1.424).

For business associates, and covered entities that act as business associates for other covered entities, HIPAA certification demonstrates an intention to operate compliantly – making an organization’s services more attractive and reducing the amount of due diligence required before a covered entity and business associate enter into a Business Associate Agreement.

HIPAA Certification Requirements for Covered Entities

In order for a covered entity to be certified as HIPAA compliant, third-party compliance experts will review seven areas of compliance:

  • Compliance with the administrative, technical, and physical safeguards of the HIPAA Security Rule. This includes (but is not limited to), an asset and device audit, an IT risk analysis questionnaire, a physical site audit, a security standards audit, a privacy standards audit, and HITECH Subtitle D privacy audit.
  • Remediation plans to address gaps identified in the above audits.
  • Policies and procedures to address HIPAA regulatory compliance and document a “good faith” effort towards compliance.
  • An employee training program that includes employee understanding of the above policies and procedures.
  • A documentation audit to ensure the documentation required by HIPAA is maintained and accessible.
  • Business Associate Agreement management and due diligence procedures.
  • Incident management procedures in the event of a data breach or reportable violation of HIPAA.

Because of the processes involved in auditing compliance with the HIPAA Security Rule, the HIPAA certification requirements cannot be fulfilled overnight. It is also impossible to put a timeframe on how long it may take to achieve HIPAA certification without knowing what gaps might be identified during the audit processes and the nature of the remediation plans required to address them.

HIPAA Certification Requirements for Business Associates

The HIPAA certification requirements for business associates are much the same as above but tailored to the nature of services provided for covered entities. One important point to note is that 45 CFR § 164.308 stipulates a security and awareness training program must be implemented for all members of the workforce – not just those involved in the provision of a service to a covered entity. It is common for potential business associates of HIPAA covered entities to undergo audits by third party HIPAA compliance companies in order to confirm that their products, services, policies, and procedures meet HIPAA standards. The audits are useful for covered entities’ peace of mind as they confirm HIPAA compliance at the time the audit was conducted.

However, for business associates unfamiliar with the far-reaching complexities of HIPAA, it is likely they will require help to become compliant. For this reason, it can be important to select a third-party HIPAA compliance company that not only offers HIPAA certification services, but also helps business associates implement effective HIPAA compliance programs.

HIPAA Certification FAQs

Why is HIPAA certification described as a “point in time” accreditation?

HIPAA certification is described as a “point in time” accreditation because HIPAA compliance is an on-going progress. A HIPAA certified organization may have passed a third-party company’s HIPAA compliance program and implemented mechanisms to maintain compliance, but that is no guarantee the organization will remain compliant in the future. HIPAA certification should be considered an initial objective and then an ongoing task.

Can software be certified as HIPAA compliant?

Software cannot be certified as HIPAA compliant because, while it is possible for software to have HIPAA compliant capabilities, the way the capabilities are used determines compliance with the HIPAA Rules. It is also important to note the distinction between HIPAA compliant software and HIPAA compliance software.

What does HHS say about HIPAA certification?

What HHS says about HIPAA certification is that there is no requirement in HIPAA for a covered entity or business associate or healthcare worker to be certified as compliant. The Department warns organizations to be aware of misleading marketing claims suggesting compliance programs or material is endorsed by HHS or the Office for Civil Rights (OCR).

What is the difference between a third party audit and an HHS audit?

The difference between a third party audit and an HHS audit is that a third party audit checks a covered entity´s HIPAA compliance and, if lapses in compliance are found, the covered entity has an opportunity to address them. If lapses in compliance are found during an HHS audit, the covered entity may be fined – even if there has been no unauthorized use or disclosure of PHI. Because of the risk of a financial penalty for non-compliance, the cost of a third party audit can be a sound investment.

What is the cost of a third party compliance audit?

The cost of a third party compliance audit depends on the size of the covered entity or business associate and the nature of activities. For example, the cost of a third party audit for a major healthcare group is going to be significantly more than the cost to a sole-trader insurance broker who handles a limited number of healthcare claims each year.

How long does HIPAA certification for covered entities and business associates last?

HIPAA certification for covered entities and business associates does not “last”. A HIPAA certification indicates that a covered entity or business associate has passed a third-party company´s HIPAA compliance program and “at that point in time” was HIPAA compliant. As soon as that point in time has passed, a HIPAA certification is no guarantee of compliance. As a result, HIPAA certification has no lifespan and it is a best practice is to conduct regular compliance audits.

How long does HIPAA certification for healthcare workers last?

How long HIPAA certification for healthcare workers lasts depends on whether the certification has been achieved independently or as part of an employer’s training program. If the former, the “point in time” principle applies. If the latter, the certification should be retained for six years in compliance with the HIPAA documentation requirements. It is also recommended refresher training is provided at least annually.

How does HIPAA certification help foster patient trust?

HIPAA certification helps foster patient trust because one of the most important elements of a patient/healthcare professional relationship is trust. When patients are confident their privacy is being respected, this will help foster trust – which contributes to the delivery of better care in order to achieve optimal health outcomes. Better patient outcomes raise the morale of healthcare professionals and result in more rewarding work experience.

Why might a healthcare professional lack knowledge of HIPAA?

A healthcare professional might lack knowledge of HIPAA because covered entities are only required to provide training relevant to a healthcare professional’s role. When a healthcare professional transfers to a new role – or is asked to substitute for a colleague in a different role – they may not immediately have the level of HIPAA knowledge relevant to the role they are performing, potentially resulting in unintentional HIPAA violations.

How are cultural norms of noncompliance allowed to develop?

Cultural norms of non-compliance are allowed to develop in the workplace because many covered entities lack the resources to monitor HIPAA compliance 24/7. It is not unusual for busy healthcare workers to take shortcuts with HIPAA compliance “to get the job done”; and, if the shortcuts become a regular occurrence, they develop into a cultural norm of noncompliance. This is why it is important for covered entities to provide refresher HIPAA training at least annually.

What does HIPAA certification signify?

HIPAA certification signifies that an organization has passed a HIPAA compliance audit. Although this may only be a point in time accreditation, the certification demonstrates the organization has effectively implemented HIPAA’s privacy provisions and security standards. Alternatively, a HIPAA certification for an individual can signify that a member of the workforce has achieved the level of HIPAA knowledge required to comply with the organization’s policies and procedures.

Is certification a requirement of HIPAA?

Certification is not a requirement of HIPAA. It is a voluntary process that organizations can undertake to validate their understanding and implementation of HIPAA’s regulations. Indeed, preparing for certification can help organizations fine-tune risk analyses to better identify gaps in compliance and make better informed decisions about how to fill the gaps.

What are the benefits of becoming HIPAA certified?

The benefits of becoming HIPAA certified include that the process of certification can help organizations adopt best privacy practices and implement the safeguards required by the HIPAA Security Rule. This can reduce the likelihood of HIPAA violations and data breaches. Also, if a violation does occur, certification may demonstrate “a reasonable amount of care” to abide by the rules, which could impact the severity of penalties.

How can HIPAA certification affect the penalties for HIPAA violations?

HIPAA certification can impact the penalties for HIPAA violations significantly if – for example – an organization that is certified experiences a HIPAA violation, and HHS’ Office for Civil Rights investigates the violation. A HIPAA certification demonstrates a good faith effort to comply with HIPAA. This could influence the decision about whether a violation is classified as a Tier 1 or Tier 2 violation, affecting the minimum penalty per violation – if a penalty is imposed at all.

Why might business associates find it beneficial to obtain HIPAA certification?

Business associates might find it beneficial to obtain HIPAA certification to demonstrate the intention to operate compliantly, making their services more appealing to prospective covered entities in a crowded marketplace. Also, if a business associate has achieved HIPAA certification, it may reduce the amount of due diligence required before a covered entity will enter into a Business Associate Agreement.

What are the key areas of compliance that are reviewed for a covered entity to be certified as HIPAA compliant?

The key areas of compliance that are reviewed for a covered entity to be certified as HIPAA compliant include adherence to the HIPAA Security Rule’s administrative, technical, and physical safeguards; remediation plans for gaps identified in audits; policies and procedures for regulatory compliance; employee training; documentation management; Business Associate Agreement management; and incident management procedures for data breaches or violations.

How do HIPAA certification requirements differ for business associates compared to covered entities?

HIPAA certification requirements differ for business associates compared to covered entities by being tailored to the services being offered to or on behalf of covered entities. A key point is that business associates must implement a security and awareness training program for all members of the workforce, not just those involved in services being offered to or on behalf of covered entities.

What are the benefits of HIPAA certification for healthcare workers?

The benefits of HIPAA certification for healthcare workers are that healthcare workers achieve a deeper understanding of HIPAA beyond the basic “policy and procedure” training provided by employers. This comprehensive education covers frequently violated standards like patients’ rights, the minimum necessary standard, and allowable uses and disclosures – helping to prevent unintentional violations due to lack of knowledge.

How long does it take to achieve HIPAA certification?

The length of time it takes to achieve HIPAA certification can vary widely and is difficult to predict without knowing the level of knowledge that each organization or individual is starting from, the gaps that might be identified during audit processes and the nature of the remediation plans required to address them. The process involves thorough several audits and tests, and cannot be completed overnight.

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Paubox Launches HIPAA Compliant Online Forms

Paubox, the market leader in HIPAA-compliant email, has added a new feature to the Paubox Email Suite that allows HIPAA-regulated entities to create secure, HIPAA-compliant online forms for collecting patient data.

Healthcare providers need to collect information from patients and the easiest and most efficient way to do so is by using an online form. Patients can be sent a link to a form that they can access on their mobile devices and can quickly and efficiently provide the required information. They can share files and attach images to help their provider better prepare for an appointment, which can shorten appointment times and allow providers to see more patients.

Online forms streamline information collection and can be used for getting feedback, arranging telehealth services, collecting insurance information, and obtaining consent. Before any online form can be used by a HIPAA-regulated entity, they must ensure that the forms are HIPAA-compliant and securely collect, store, and transmit patient data. The providers of online forms are classed as business associates and their forms must be covered by a business associate agreement.

Paubox is a HITRUST CSF-certified leader in HIPAA-compliant communication and marketing solutions for healthcare organizations and is trusted by more than 5,000 healthcare organizations worldwide, including AdaptHealth, CostPlus Drugs, Covenant Health, and SimonMed Imaging. The new Paubox Forms feature is covered by Paubox’s business associate agreement and can be used free of charge with existing Paubox Email Suite paid subscriber plans.

Paubox Forms includes an intuitive form builder that allows healthcare organizations to create forms for a variety of different healthcare needs, including customizable question types such as text fields, dropdowns, multiple-choice, signature collection, and secure file uploads. Paubox Forms integrates directly with Paubox Marketing and enhances the efficiency of patient communications and marketing and allows patients and staff to share information and files without the cumbersome need for portals or extra steps.

“With Paubox Forms, we’re setting a new standard for secure patient data collection in healthcare. Providers can gather essential information effortlessly while upholding the highest standards of HIPAA compliance and data protection. It’s our commitment to advancing healthcare communication with solutions that are secure and seamlessly integrated into daily workflows, empowering providers to deliver better care without compromising on privacy or efficiency,” Hoala Greevy, CEO of Paubox told The HIPAA Journal. “Paubox Forms was inspired by our commitment to innovation and customer feedback. We’ve created a solution that not only meets the current needs of healthcare providers but also paves the way for future advancements in secure healthcare communication.”

Early adopters of the forms have benefitted from the speed and efficiency of data collection. “As the landscape changes, remote clients need new workflows designed around them,” said Tony Cox, CIO at Henderson Behavioral Health, who has recently started using Paubox Forms. “The biggest advantage of an online form over paper is speed, getting the consent or Release of Information in before the client’s appointment, which allows us to be better prepared and see more clients.”

The post Paubox Launches HIPAA Compliant Online Forms appeared first on HIPAA Journal.

Increase Staff Productivity & Reduce No Shows With Better Patient Engagement

Healthcare organizations of any size can streamline workflows, increase staff productivity, maximize revenue and reduce no shows by up to 90% as benefits of patient engagement technology.

Benefits Of Patient Engagement TechnologyPatient-centric functionality enhances patient communications with automation, including appointment notification and reminders, online patient scheduling, waitlist management with last-minute cancellation fulfilment, patient experience surveys, and many other features. These can significantly enhance your patients’ perception and experience of your practice.

Typically, HIPAA compliant patient engagement systems integrate easily with all existing practice management software and have a fast return-on-investment.

Surveys Show Patients Appreciate Patient Engagement Technology

Healthcare providers have been slow to adopt communication technology, but according to an Accenture Survey, 60% of patients prefer to use technology for patient-provider communication. This is in part because the Covid crisis altered patient behaviors and expectations of technology usage in healthcare practices. Patients appreciated the more personalized interactions and faster response times that patient engagement technology brings.

Benefits Of Patient EngagementHighlighting the need to prioritize new patient acquisition and loyalty, an Actium survey** says 61% of patients want better patient engagement. 44% of respondents said they don’t regularly see their doctor and 30% said they don’t have a usual source of care, leaving the door open for organizations to register new patients.  The consumers interviewed also said that stronger patient engagement will help them go to clinics for preventive screenings and wellness checks.

Better Patient Experiences

By offering a better patient experience healthcare providers will bring patients into their clinics and keep them coming back. Adding patient engagement to practice management systems enables a clinic to connect with patients in a way that not only engages, but activates, them and makes the patient experience frictionless.

HIPAA compliant patient engagement can be easily added to any existing practice management system to enhance patient communication.

Benefits Of Patient Engagement To Healthcare Providers

  • Benefits Of Patient Engagement To Healthcare ProvidersReduce No Shows – Up to a 90% improvement in missed appointments.
  • Maximize Revenue – Patient engagement systems automatically fill empty schedule slots and encouraging annual wellness visits generates downstream revenue.
  • Improved Productivity & Focus On Patients – Streamlining and automating 24 x 7 communication reduces the burden on front desk, eliminates errors, and enable staff to spend more time on patient care.
  • More Patients – Healthcare providers who offer 24 x 7 interaction with the practice attract more patients. Recent studies show that younger patients in particular actively seek out and are willing to switch to healthcare providers that offer better digital interaction.
  • Patient Loyalty – Better communication fosters patient loyalty and trust. The added option of post-appointment surveys allow clinics to adapt to individual patients’ needs.
  • Works With Existing Practice Management Systems – A patient engagement solution integrates with all existing practice management systems meaning it is simple and fast to add.

Benefits Of Patient Engagement To Patients

Patient Engagement SystemsAnother Actium survey* highlighted two of the top reasons that patients don’t utilize preventive care as “Making appointments is too much of a hassle” and “I simply forget to make them”. They say 61% consumers surveyed report that they would like to hear more from their doctor.

Implementing a patient engagement system can have many benefits for patients, including:

  • Convenience – 24 x 7 self-scheduling is far more convenient for patients who don’t want to call the clinic when they are busy with work or personal business.
  • Self-Care – Automation encourages patients to set appointments and keep their healthcare on track.
  • Digital Registration & Forms – patients can fill out forms at their convenience before visits.

Features Of Patient Engagement Technology

Automated Appointment Notifications

  • Automatically sends reminders to patients as you or they book in appointments to reduce no-show rates.
  • Create a series of two-way customized automatic notifications to confirm and remind patients of upcoming appointments.
  • Works seamlessly with existing scheduling software and spreadsheets.
  • Integrates with EHRs and EMRs.
  • HIPAA compliant and encrypted.

Patient Self-Scheduling

  • Patients can book their own appointments 24 x 365.
  • Include ‘Schedule Now’ or ‘Request an Appointment’ links in specified notifications and reminders and on your website, social media pages and email newsletters.
  • The clinic has full control over when patients can book appointments and how long they need for each appointment type.

Waitlist Management

  • Detects cancellations in schedules and automatically fills these vacant spots with people on the waiting list.

Continuing-Care Notifications

  • Notifies patients when they are due continuing-care appointments using your scheduling and delivery preferences.

Patient Reactivation

  • Identifies patients who are overdue for appointments by monitoring visit history and recall schedules.
  • Automatically notifies them to set appointments and keep their healthcare on track.
  • Sends reminders to schedule overdue appointments.
  • Extra reminders demonstrate to patients you care about them and value their patronage. These reminders can have a significant impact on overall retention rates.

Auto Rescheduling

  • Automate the time-consuming task of rescheduling patients after appointment cancellations and no-shows. The auto-rescheduling feature detects these events and automatically contacts patients to get them rescheduled without relying on staff’ intervention.

Fill My Schedule Now

  • Maximize revenue by filling empty slots in your schedule. Fill My Schedule Now only contacts patients that match the exact parameters set by the clinic, and those patients can then easily self-book their own appointments.

Digital Registration Forms

  • Digital registration enables you to email or text patients a link to a registration form they can fill out at their convenience before visits.

Find Out More

Find out more about the Benefits Of Patient EngagementFind out more about the benefits of patient engagement solutions by filling in a form on this page. You will be contacted by a member of staff from Rectangle Health our page sponsor.

You can ask questions, request a demonstration, or arrange a no risk evaluation, all with no obligation.

Since 1983 Rectangle Health has been providing technology solutions exclusively for healthcare organizations. Their fully HIPAA compliant solutions are used by over 60,000 healthcare providers in the U.S and they process over $6 billion of patient payments annually.


 

The HIPAA Journal has arranged a 10% reader discount on Rectangle’s list price for their patient engagement solution.

By supporting one of our sponsors, you are helping The HIPAA Journal to continue to provide our news service free of charge.

The post Increase Staff Productivity & Reduce No Shows With Better Patient Engagement appeared first on HIPAA Journal.

Improve Patient Satisfaction With Enhanced Payment Options

Offering modern HIPAA compliant patient payment solutions provides a better customer experience for patients, encourages timely payment and is proven to bring financial savings and improved operational efficiency to any size of healthcare practice.

Adding multiple up-to-date payment options leads to improvements in satisfaction and retention levels. For example, making it convenient for patients to pay from their phones by automatically communicating balances and payment options by text and email, practice staff will spend on average 30% less time on payment collection and posting. Plus the practice will see a significant reduction in its accounts receivable numbers.

Non-Payment Is Bad For Both Patients And Healthcare Providers

Non-payment is known to be one of the main reasons why patients switch healthcare providers. Patients can become anxious when they owe money and frustrated if they find it difficult to make a payment.

Digital patient payment solutions that can be easily integrated with all existing practise management systems make it more convenient for patients to settle their medical bills. They also bring a wide array of benefits to the practice, such as improved cash flow, reduced AR rates, and staff efficiency.

Recent studies show that younger patients are open to switching healthcare provider to one that offers finance and convenient digital payments.

Features Of Patient Payment Solutions

If you don’t have digital payment options available, consider upgrading to add a variety of choices that make it easier for patients to pay their bills. Some examples include:

1. Contactless Payments

HIPAA Compliant Contactless Payments For PatientsContactless patient payment solutions are secure and can protect staff and patients’ health and safety by allowing patients to pay by touching their mobile device or card to a digital reader.

Offering contactless also means that if someone has forgotten their wallet, they can still make a payment with Apple Pay®, Google Pay™, SamsungPay® or a digital wallet.

Because contactless payments do not require patients to enter a PIN, swipe a card, or sign for a transaction, they decrease the time patients need to spend at the front desk, reducing queues and allowing your team to focus more of their valuable time on other tasks.

2. Patient Financing

Healthcare providers can encourage patients to seek medical care by offering patient financing as part of an upgraded payment solution.  The option of manageable monthly payments empowers patients to access the essential treatment they need.

Offer Patient Finance As A Payment OptionMultiple financing options are offered to patients just 30 seconds after applying, and the vast majority get approved.

Healthcare providers who offer patient financing will enhance their practice and are helping their patients who may otherwise pay surprise medical bills with expensive credit card debt.

Patient financing can strengthen cash flow and dramatically reduce accounts receivable numbers with zero risk to the practice, while at the same time increasing patient loyalty.

3. Online Payments

Online Patient Payment Solutions For HealthcarePart of a modern payment solution suite is a secure online payment gateway, allowing patients to pay online 24 x 7. Optimized for mobile devices, it also works with laptops and desktop computers, allowing patients to make payments from home or on the go.

A payment link can be added to your website, to emails, texts, and any other patient communications. This means patients will have a seamless and smooth payment experience.

Being fully integrated with your practice management software payments will be automatically posted to the patient ledger or electronic health records. This reduces errors and helps staff to monitor transactions.

4. Card On File

Card on file is functionality that allows a practice, with consent from the patient, to store their payment information securely and conveniently in a secure HIPAA compliant vault hosted in the cloud. 43% of patients say they are comfortable with automatic payments to avoid repetitive manual data entry of their debit or credit card.

Secure Online Vault For Payment SolutionsWhen patients leave a payment method on file, it means one less step during future checkouts. This can even be done ahead of visits when a patient fills out a digital registration form. The front desk can make the payment for the patient at checkout with no need to dig around for cards and a payment receipt will be automatically sent by email.

A card update feature checks stored card information and if anything has changed, the payment information is automatically updated in the vault. This saves staff time keeping up with payment information.

The healthcare organization is also protected from chargebacks or legal disputes with card on file agreements that are built in to the system and are kept on file with a patient’s record, and which can be emailed or printed for patients’ own records.

5. Subscription Payments

ubscription Payment Options For Healthcare ProvidersCard on file also enables healthcare providers to set up an automatically recurring payment to allow a patient to pay down a large out-of-pocket expense over several months. For many patients, having this interest-free option can make the difference between choosing to avail of medical care or not. This flexible payment option is a highly practical way for healthcare providers to receive more incoming payments and for patients to afford their treatment.

6. Increased Security & Fraud Prevention

With modern patient payment systems, data is never stored on the premises or servers of a healthcare provider.  Instead, the application stores all customer data in a secure, encrypted, electronic vault which is compliant with all relevant standards such as PCI, DSS, and HIPAA. The practice is also protected from the cost of fraud. Risk management experts monitor transactions and maximize security in order to detect attempts at fraud.

Summary Of Benefits To Healthcare Providers

Better Patient Payment SolutionsStreamlining your payment processes with a patient payment solution that seamlessly integrates with your existing practise management systems brings many business benefits while also providing an improved patient experience.

  • Reduced AR – Dramatically reduces accounts receivable numbers.
  • Stronger Cash Flow – Better payment options, including flexible financing means patients are able to pay medical bills immediately.
  • More Focus On Patients – Patient payment solutions bring greater staff efficiency allowing them to spend more time on patient care and less time on administration duties.
  • More Patients – Practices that offer digital payments bring in more new patients and have higher retention levels.
  • Increased Operating Margins – Practices that get paid more quickly and have less bad debts have lower accounting costs and higher margins.

Benefits Of Upgrading Payment Solutions For Patients

Empowering patients to pay bills from anywhere at any time with any internet connected device fosters patient loyalty and trust.

  • Empowerment – Flexible and varied payment options mean patients can confidently access the treatments they need.
  • Convenience – Multiple payment options provides a better, more convenient customer experience for patients.
  • Affordability – Spreading the cost with regular subscription payments or financing allows patients to receive the care they need and budget appropriately.

Find Out More About Patient Payment Solutions

Find out more about patient payment solutions by filling in a form on this page. You will be contacted by a member of staff from Rectangle Health our page sponsor.

Find out more about the Benefits Of Patient EngagementYou can ask questions, request a demonstration, or arrange a no risk evaluation, all with no obligation.

Since 1983 Rectangle Health has been providing financial technology solutions exclusively for healthcare organizations. Their fully HIPAA compliant solutions are used by over 60,000 healthcare providers in the U.S and they process over $6 billion of patient payments annually.


 

The HIPAA Journal has arranged a 25% reader discount on Rectangle’s list price for their patient payment solutions.

By supporting one of our sponsors, you are helping The HIPAA Journal to continue to provide our news service free of charge.

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