Important: HIPAApropriateness reviews, including their summaries, are for informational purposes only. They are neither consultation nor legal advice. Be aware that while we do our best to be thorough and complete, information may be missing or possibly even inaccurate. Products also change quickly, and the review may become out of date. By continuing to read, you agree to use the information in HIPAApropriateness reviews and their summaries at your own risk.

Vital Stats

HIPAA compliance with this product appears possible?: Yes.
We have not yet determined whether or not we can recommend this product.
This is a basic review. It does not contain a final recommendation, caveats, or usage notes. For many professionals, however, the basic information may be sufficient to make an informed choice about this product.

Relevant Product Characteristics

  • This product does not appear to have been designed specifically with healthcare in mind. Note that many products that are useful and appropriate for health care professionals are not designed specifically with health care in mind.
  • The features and/or settings for this product are different for health care customers as compared to general customers.
    • Often this means the product adjusts for health care customers in order to meet HIPAA requirements, and/or to offer features that are only useable by health care practices (e.g. Square only allows health care customers to run HSA and FSA cards.)

Our Progress Notes

Infusionsoft offers an e-mail marketing and sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce.

Infusionsoft offers “HIPAA Security Control” enabled accounts and will execute a BAA at all plan levels. Please see here for instructions for configuring accounts to enable the HIPAA Security Controls and executing a BAA. A BAA is available during the free trial period.

This product offers a free service tier or a free trial account:

We encourage all clinicians interested in this product to try out the free trial or experiment with the free tier to see if it suits your needs.

If you discover anything of concern that isn’t addressed in this review yet, please tell Liath about it at info@personcenteredtech.com.