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Is HubSpot HIPAA-Compliant for Senior Living Companies?

Discover Senior Living CRM powered by HubSpot

October 10, 2024


By Kira Renee

If you handle protected health information (PHI), the Health Insurance Portability and Accountability Act (HIPAA) is your guiding light for data sharing. HIPAA is designed to respect individuals’ rights over their health information, and without it, your organization runs the risk of fines and legal scrutiny. The people you serve should be your priority! HubSpot keeps track of all the moving pieces and safeguards PHI in one place. 

But is HubSpot HIPAA-compliant? As much as any marketing platform can be. The customer relationship management (CRM) software allows organizations to use HubSpot products in line with HIPAA regulations. HubSpot can streamline sales and marketing for healthcare entities such as senior living communities and help keep privacy intact. Read on to understand more about HubSpot’s HIPAA capabilities. Plus, take a peek at SmartBug’s latest initiative to supercharge senior living facilities.

Leveraging HubSpot’s Smart CRM for Senior Living

It’s best known for CRM capabilities in marketing, sales, and service, but HubSpot's new functionality allows healthcare, pharma, insurance, and senior living organizations to store sensitive data inside the platform. According to the HIPAA Journal, HubSpot is HIPAA-compliant for certain covered services that collect, store, process, and transmit PHI for Enterprise account subscribers who agree to HubSpot’s Business Associate Agreement. 

Sensitive Data Storage

For regulated industries such as senior living, the HubSpot Smart CRM enables users to securely store and manage confidential data, enabling workers to manage resident profiles, track health information, and communicate with healthcare providers. With the sensitive data storage feature, senior living organizations can encrypt and securely store residents' PHI, including their doctors, medications, diagnoses, and treatment notes.

Resident Profile Management with HubSpot Sensitive Data Storage for Senior Living

HIPAA Compliance

With security baked right in, you can share critical information with authorized personnel while remaining fully compliant with HIPAA regulations. HubSpot HIPAA-compliant data storage features ensure privacy protection and full compliance with regulations. Users can even access key tools for managing legal, security, and regulatory compliance, including:

  • Audit logging: Export activity related to user logins, security activity, and more.
  • Multifactor authentication: Log in securely via HubSpot and text message/authenticator app.
  • Inactive session timeout: Customize how long an account can be inactive—from hours to days—before the user is logged out
  • Account security recommendations: Protect confidential data and monitor security with sensitive data best practices.
  • Application-level encryption: Get an extra layer of platform encryption to secure confidential data.

Effective and Secure Marketing

Marketing-CampaignsHubSpot’s bread and butter is still its focus on marketing, and senior living facilities need to reach the right audiences, from seniors themselves to family caregivers. HubSpot HIPAA tools keep privacy requirements in check while optimizing marketing, sales, and service operations

Teams can take their efforts to the next level with personalized marketing campaigns, workflow automation, and closed-loop reporting. HubSpot now offers greater flexibility to achieve senior living marketing goals. Improve your lead generation by using sensitive data residents have specifically consented to share for marketing purposes, all while segmenting audiences to better target and automate marketing campaigns. 

Automate your deal management by simplifying processes that require sensitive data. HubSpot Smart CRM streamlines your efforts by personalizing prospecting to build connections that grow your pipeline with individual customer records for help desk reps to use to tailor service.

SmartBug’s Senior Living CRM

Senior Living CRM powered by HubSpot is tailored for senior living communities. SmartBug Media senior living clients with Hubspot Enterprise can use the CRM’s products in line with HIPAA regulations to store standard sensitive data within HubSpot.

Industry-Specific Pre-Configurations

The platform includes pre-configurations that streamline operations, integrating marketing automation, sales tracking, and customer service. 

  • Operations and occupancy management: Keep your facility moving with resident profile management, floor plans, and maintenance features.
    Senior living operations and occupancy management in HubSpot
  • Senior living marketing: Launch marketing campaigns, publish content, and streamline email marketing—plus, manage website needs and interactive content. 
    Senior Living marketing with HubSpot
  • Senior living sales: Communicate with your most engaged leads via sales sequences, live chat, and chatbots, and keep the ball rolling with task management and advanced reporting.Senior Living sales sequence built with HubSpot Sales Hub
  • HR and recruitment: Manage job postings, maintain visibility of your talent pool with applicant tracking and candidate management, and launch paid search and social media ads.

HR and recruitment in HubSpot - Candidate Management

Sensitive Data Storage Integration

Manage PHI simply and securely. Senior living communities can use data protection and Smart CRM features without extensive configuration. Senior Living CRM powered by HubSpot ensures full interoperability with accounting, electronic health record, and enterprise resource planning systems and supports sensitive data.

With sensitive data storage, turn your CRM into a security powerhouse. You can store HIPAA-protected documents with additional layers of encryption and set up CRM object properties labeled as sensitive data properties that store PHI. Create and organize lists based on sensitive data, and collect and protect sensitive data when users fill out forms. Senior Living CRM helps you manage your efforts holistically, from automated actions based on sensitive data in workflows to reports based on sensitive data—and more.

But it’s about more than marketing. Senior Living CRM’s data storage ensures HubSpot HIPAA compliance with robust protection of users' sensitive data, including health information.

Elevate Your HIPAA Compliance with SmartBug and HubSpot

As society has become digital-first, healthcare organizations should be able to leverage technology for convenience without sacrificing safety. The leading marketing automation CRM makes this a reality for senior living facilities, with HubSpot HIPAA-compliant data storage updates to securely support marketing, sales, and resident data management. 

Senior Living CRM powered by HubSpot brings together the best of HubSpot’s new Smart CRM and sensitive data storage to help you grow and advance your operations. Check it out in more depth now, and get in touch to discuss your needs.

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Topics: HubSpot, Senior Living