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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)