HIPAA requirement for email
What HIPAA Requires From Your Email System
Let’s break down the basics of what the HIPAA Security Rule demands from your email setup:
- Encryption — In transit and at rest (your messages + data storage must be secure)
- Access controls — Only authorized users can view emails with PHI
- Audit trails — You need to log access and track activity
- Data loss prevention (DLP) — Prevent emails with PHI from being accidentally sent
- Retention policies — Keep data stored securely for set periods
- Business Associate Agreement (BAA) — With Microsoft AND any other vendors involved
How to Make Microsoft 365 HIPAA-Compliant (Step-by-Step)
If you’re using Microsoft 365 — and you should be — it can absolutely meet HIPAA standards. But it takes some proactive steps:
1. Sign a Business Associate Agreement (BAA) with Microsoft
- This is required for HIPAA-covered entities
- Microsoft’s BAA is available in the Compliance Center
2. Enable Email Encryption
- Use Microsoft Purview to turn on message encryption
- Set rules to automatically encrypt messages with PHI (e.g., words like “patient,” “SSN,” etc.)
3. Set Up Multi-Factor Authentication (MFA)
- Adds a second layer of login security
- Meets HIPAA access control standards
4. Configure Data Loss Prevention (DLP) Policies
- Prevents sensitive information from being emailed or shared externally
- Helps catch user error before it causes a breach
5. Implement Audit Logs + Retention Policies
- Turn on logging for email, Teams, OneDrive, and SharePoint
- Retain communication records for legal and compliance needs (typically 6+ years)