To: Infusionsoft Users
From: Matt Joseph, CIPP/US, Infusionsoft's Data Protection Officer
Date: October 5, 2016
Re: Infusionsoft is HIPAA Compatible
Infusionsoft is pleased to announce that our flagship CRM and marketing automation platform may now be used by HIPAA covered entities and business associates to lawfully store, transmit, and otherwise process protected health information (also known as "PHI").
To satisfy our growing community of healthcare users, Infusionsoft offers customers the opportunity to execute our standard Business Associate Agreement (or “BAA”) that satisfies the applicable subcontracting requirements under HIPAA and the HITECH Act.
Before using Infusionsoft in support of your HIPAA compliance, be sure to do the following:
- Configure your Infusionsoft app as a HIPAA app by enabling the HIPAA Security Controls. This setting is located in Admin > Settings > General, under the section labeled Privacy.
- Once the HIPAA Security Control is enabled, review the BAA below, complete all the required fields, and sign the BAA in accordance with the instructions.
- Be sure to confirm your email address after you sign. To do this, follow the instructions in the email you receive from Adobe® Sign. This verification email will be sent to the email address you specify when signing the Addendum. If you don't see the email in your inbox, be sure to check your spam folder.
- A fully executed copy of the BAA will then be emailed to both parties.
Please note that our GroSocial and CustomerHub applications are not included in Infusionsoft's HIPAA-compatible offering nor are they covered by Infusionsoft's BAA.
Contact Infusionsoft with questions:
USA Toll Free
+1 866 800 0004, option 2
Monday-Friday 6am - 5pm (Arizona Time)