Ensuring HIPAA Compliance With HighLevel: A Step By Step Guide

If your business handles sensitive patient information, you must follow strict rules to protect that data. These rules come from the Health Insurance Portability and Accountability Act (HIPAA). Non-compliance can lead to fines, security breaches, or even lawsuits. So, how can you make sure your business stays compliant? If you’re using HighLevel, there are steps you can follow to ensure everything is secure.
This blog will give you a complete, easy-to-follow guide on how to use HighLevel while staying HIPAA-compliant. We’ll explain what HIPAA is, why it’s important, and how to use HighLevel’s special HIPAA features to protect your patient data.
What is HIPAA?

What is HighLevel?

HighLevel is a popular platform for managing client relationships, marketing, and communication. It’s used by many businesses because it’s user-friendly and versatile. With its marketing automation tools, calendar scheduling, and messaging features, HighLevel helps businesses stay organised and grow their client base.
Many healthcare providers use High-level because it offers tools to handle patient communication securely. The platform allows you to schedule appointments, send reminders, and communicate with patients, all while keeping sensitive data organized. Plus, it offers HIPAA-compliant features for those who need it.
Is HighLevel HIPAA Compliant?

By default, HighLevel is not HIPAA-compliant. However, HighLevel offers a HIPAA compliance package, which you can subscribe to for an additional fee. This upgrade ensures that the platform follows HIPAA regulations for protecting patient information, such as encryption and tracking user activity.
To meet HIPAA requirements, businesses must sign a Business Associate Agreement (BAA) with any third-party service provider handling sensitive health data. HighLevel offers a BAA when you subscribe to their HIPAA plan. This agreement ensures that HighLevel will protect patient information and follow HIPAA rules.
Step-by-Step Guide to Ensure HIPAA Compliance With High-level

Set Up Secure User Permissions in High-level
HIPAA requires that only authorised personnel can access patient data. Limiting access to those who need it can greatly reduce the risk of a breach.
In HighLevel, you can assign specific roles and permissions to users. For example, you can give only healthcare staff access to sensitive patient records while limiting access for administrative or marketing staff. This keeps data secure by ensuring that only the right people can view or edit patient information.
Subscribe to HighLevel’s HIPAA Compliance Plan
HighLevel’s regular package does not meet HIPAA standards. You must subscribe to their HIPAA compliance plan, which costs an additional $297 per month.
Navigate to the ‘Agency Dashboard’ in HighLevel and select the HIPAA compliance option. Once you subscribe, HighLevel will automatically implement security features such as encryption and audit logs.
Enable Data Encryption in HighLevel
Encryption is essential for protecting sensitive data. It ensures that if someone unauthorised tries to access the information, they won’t be able to read it without a special key.
With HighLevel’s HIPAA-compliant packages, encryption is already built into the system. All your patient data, whether stored or transmitted, is automatically encrypted. This means data is scrambled into code and can only be decoded by authorised parties.
Enable Audit Logs for Tracking
HIPAA requires that you track who accesses or changes patient data. This creates a record, or "audit trail," which can be used to investigate any potential security issues.
In HighLevel, audit logs are automatically enabled for HIPAA-compliant accounts. These logs keep track of all actions taken on patient data, such as who viewed or edited it. Regularly reviewing these logs can help you identify any suspicious activity.
Review Permissions and Roles Regularly
As employees come and go or change roles, it’s essential to update who has access to sensitive data. Failing to do this could leave your data exposed to unauthorised users.
Periodically review your user roles and permissions in HighLevel. Make sure only current staff with a legitimate need for access can view patient data. If an employee leaves or changes jobs, update their permissions right away.
Train Your Team
Even with secure systems, human error can still lead to data breaches. Proper training helps prevent mistakes and ensures everyone understands how to handle sensitive data securely.
Educate your staff on HIPAA guidelines and how to use HighLevel securely. Make sure they understand how to manage patient information, avoid phishing attempts, and use encrypted communication tools.
Tips for Maintaining HIPAA Compliance With HighLevel

Use Strong Passwords
Regular Software Updates
Review Security Settings Regularly
It’s essential to review your security settings periodically. Even if everything is set up correctly initially, you need to make sure that no changes or new threats compromise your data protection.
Final Tips for HIPAA Compliance With HighLevel

Review Regularly
Work With a HIPAA Expert
If you’re unsure about any part of the process, consider consulting a HIPAA expert. They can help you audit your system and make sure you’re following all the necessary rules.
Conclusion
Using HighLevel to handle patient data can be safe and secure if you follow the right steps. From subscribing to HighLevel’s HIPAA plan to setting up user permissions and training your team, each action helps ensure that you stay compliant.
If you’re using HighLevel for patient data, make sure you subscribe to their HIPAA compliance plan today. Protecting patient information is not just a requirement; it’s your responsibility.
Founder & CEO @ Hubxpert. My goal is to make every company using HubSpot succeed in their marketing organisation and automation.

Ratul Rahman
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