Standard features of contact management software, such as storing and organizing contact details, do not automatically align with HIPAA's privacy and security requirements. While some contact management software may offer features that align with HIPAA compliance, it typically requires additional measures - such as configuring privacy settings, adding security layers, and training staff in compliant usage practices - to fully meet HIPAA standards.
Customer Relationship Management (CRM) systems and contact management systems serve similar foundational purposes but differ in their functionality. An Open Research Online study lent from the definition found in Hobbs to define contact management, “Although some use the term as a synonym for relationship marketing – Hobby (1999) for example defining it as “a management approach that enables organizations to identify, attract and increase retention of profitable customers by managing relationships with them."
At its core, a contact management system acts like a modern digital rolodex. It’s primarily focused on storing basic contact details such as names, phone numbers, addresses, and email addresses. The system is ideal for anyone who needs a centralized place to keep track of personal or business contacts, making sure all this information is organized and easily accessible.
CRM systems take this a step further by integrating a wider range of features designed to manage and enhance relationships with customers. A CRM doesn’t just store contact details, it tracks every interaction with a customer, from emails and phone calls to purchases and even social media engagement.
See also: What is CRM?
To meet the stringent standards of HIPAA, CRM systems in healthcare often incorporate specific functionalities and add-ons. These include
There are significant consequences for covered entities under HIPAA if they fail to use a HIPAA compliant business associate.
See also: Can software be partially HIPAA compliant?
Protected health information (PHI) includes any information in a medical record that can be used to identify an individual and that was created, used, or disclosed in the course of providing a healthcare service, such as diagnosis or treatment.
HIPAA compliance is required for covered entities such as healthcare providers, health plans, and healthcare clearinghouses, as well as for business associates that handle PHI on their behalf.
A business needs to assess whether the contact management software will store, process, or transmit PHI. If it does, then the software must meet HIPAA compliance requirements.