How does Zoho CRM help organizations be HIPAA Complaint?

How does Zoho CRM help organizations be HIPAA Complaint?

At Zoho CRM, we allow organizations to be compliant with the HIPAA guidelines by providing the following options:

 

  1. Select modules that contain personal health data: All modules that contain protected health information must be selected. Both standard and custom modules can be selected. A total of 10 modules can be selected.

  2. Mark fields as containing personal health information: In a module, there may be only a few fields that contain personal health details of a customer. For example, surgical history, symptoms, medication details, etc. Marking these fields as personal health details will help the system identify and restrict access to these fields through API and prevent the export of these field values. A total of 25 fields in each module can be marked as personal health data containing fields.
    Note: Lookup, multi-select lookup, and autonumber fields cannot be marked as personal health data.

  3. Set restrictions for the data marked as PHI: There are four options for restricting personal data from being accessed outside Zoho CRM. Any of these options can be enabled depending on the org's requirements:

    1. Restrict data access through API: Other applications can connect with CRM using API and data can be transferred. You can ensure that personal health data of your customers is not shared in the process, by restricting transfer of personal health data to other applications via API.

    2. Restrict data export: While exporting data from the CRM account you may want to withhold personal health information from being exported by checking this option.

    3. Restrict data transfer to Zoho apps: If the CRM account is integrated with other Zoho applications like Desk, Campaigns, Projects etc. the data will flow from CRM to these applications. This option will prevent personal health data from being transferred to other apps. To check the data flow restrictions refer to the table.

    4. Restrict data transfer to third party apps: If your CRM account is integrated with third party applications for business related reasons there will be chances of data flow from CRM to these apps. This option will prevent personal health data from being transferred to other apps. To check the data flow restrictions, refer to the table.

  4. Encrypt PHI fields: Fields that contain personal health information can be encrypted for additional security. Though field encryption is not a mandatory step in Zoho CRM, we strongly recommend you enable encryption as it is the best practice to prevent unauthorized access to confidential data.

Read more to configure encryption and understand its limitations. Also, refer to the Zoho Encryption whitepaper to understand the encryption process and key management in detail.

    • Related Articles

    • How do I configure HIPAA Compliance in my CRM account?

      With more healthcare organizations using CRM to run their business smoothly and store customer information in a shared database, it is crucial that they can ensure the confidentiality of an individual's health information.  In Zoho CRM, we provide ...

    • How does Zoho manage personal health information fields to comply with HIPAA?

      The Health Insurance Portability and Accountability Act (HIPAA), which includes the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act), requires Covered Entities and Business ...

    • What kind of restrictions can be set for the PHI fields under HIPAA Compliance?

      A total of 25 fields in each module can be marked as personal health data containing fields. Once marked, there are certain restrictions that can be set to prevent unauthorized access to the sensitive values present in the fields. Note: Lookup, ...

    • HIPAA Compliance with Zoho CRM

      The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...

    • Does Zoho provide audit log as part of HIPAA compliance?

      As a covered entity it is your responsibility and best practice to export logs periodically and preserve them for the required period. To facilitate this we allow you to export data as and when required using the Export Audit Log option. In Zoho CRM ...