HIPAA Compliance in Bigin | Online Help - Bigin by Zoho CRM

HIPAA Compliance with Bigin

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 Associates to take certain measures to protect health information that can identify an individual. It also provides certain rights to individuals. Zoho does not collect, use, store or maintain health information protected by HIPAA for its own purposes. However, Bigin by Zoho CRM provides certain features (as described below) to help its customers use Bigin by Zoho CRM in a HIPAA compliant manner.
HIPAA requires Covered Entities to sign a Business Associate Agreement (BAA) with its Business Associates. You can request our BAA template by sending an email to legal@zohocorp.com

HIPAA compliance in Bigin

HIPAA compliance is applicable for the Contacts module in Bigin.
When a healthcare organization starts using Bigin to store customer information in a shared database, it is crucial that they ensure the confidentiality of an individual's health information. 
In Bigin, we provide ways for healthcare organizations to secure and restrict export of individuals' health information and stay compliant with HIPAA.
The Bigin admins can achieve the above by performing the following steps:

1. Marking fields that contain PHI (Personal Health Information)
In the Contacts 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 PHI will help the system identify and restrict access to these fields through API and prevent the export of these field values. A total of 30 fields can be marked as PHI fields.
Note: Lookup and auto number fields cannot be marked as PHI.
2. Setting restrictions for the data marked as PHI
There are four options for restricting PHI from being accessed outside Bigin. Any of these options can be enabled depending on the org's requirements:
  1. Restrict data access through API
    Other applications can connect with Bigin using API and data can be transferred. You can ensure that PHI 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 Bigin account you may want to withhold PHI from being exported by enabling this option.
  3. Restrict data transfer to Zoho Services
    If the Bigin account is integrated with other Zoho applications like Desk, Campaigns, Books etc. the data will flow from Bigin to these applications. This option will prevent PHI from being transferred to other apps. 
  4. Restrict data transfer to third party Services
    If your Bigin account is integrated with third party applications, there will be data flow from Bigin to these apps when the records are synced between Bigin and the third party services. This option will prevent PHI from being transferred to other apps.
3. Encrypting PHI fields
Fields that are marked as PHI can be encrypted for additional security. Though field encryption is not a mandatory step in Bigin, we strongly recommend you enable encryption as it is the best practice to prevent unauthorized access. 
Refer to the Zoho Encryption whitepaper to understand the encryption process and key management in detail.

To configure HIPAA compliance

  1. Go to Settings > Users and Controls > Compliance.
  2. Click the HIPAA Compliance tab.
  3. Enable the HIPAA Compliance button.
  4. In Personal Health Data Handling section, toggle any of the following options, as required:
    1. Restrict Data access through API
    2. Restrict Data in Export
    3. Restrict Data transfer to Zoho Services
    4. Restrict Data transfer to Third-party Services.

To mark fields that contain personal health data

  1. Go to Settings > Fields.
  2. In Contacts module, go to the desired field and click the Edit icon.
  3. Check the Contains Personal Health Data box.
    Remember that this option will only appear if HIPAA compliance is enabled in your Bigin account.

Disabling HIPAA compliance  

Once HIPAA compliance is disabled, the fields that have been marked as PHI will be unmarked. The admin can mark the fields again when they re-enable the HIPAA compliance. 

Viewing personal data of the records

All the fields that are marked as containing PHI will be listed in the record detail page. Under Data Privacy, in the Personal Data section, you can click the Health tab to view the fields that have PHI.

Kindly note that the content presented here is not to be construed as legal advice. Please contact your legal advisor to learn how HIPAA impacts your organization and what you need to do to comply with the HIPAA.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                            Zoho Marketing Automation

                              Zoho Sheet Resources


                                  Zoho Forms Resources

                                    Secure your business
                                    communication with Zoho Mail

                                    Mail on the move with
                                    Zoho Mail mobile application

                                      Stay on top of your schedule
                                      at all times

                                      Carry your calendar with you
                                      Anytime, anywhere

                                            Zoho Sign Resources

                                              Sign, Paperless!

                                              Sign and send business documents on the go!

                                              Get Started Now

                                                  Zoho SalesIQ Resources

                                                      Zoho TeamInbox Resources

                                                              Zoho DataPrep Resources

                                                                Zoho DataPrep Demo

                                                                Get a personalized demo or POC

                                                                REGISTER NOW

                                                                  Design. Discuss. Deliver.

                                                                  Create visually engaging stories with Zoho Show.

                                                                  Get Started Now

                                                                                          • Related Articles

                                                                                          • Manage Compliance

                                                                                            Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business.  Enable GDPR Compliance To enable GDPR compliance Click Setup > Users and Control > Compliance. In the Compliance page, toggle the button ...
                                                                                          • Delete your Bigin account

                                                                                            You can delete your Bigin account if you want to discontinue Bigin service. Deleting your Zoho Bigin account does not lock you out of all other Zoho services. After closing the Zoho Bigin account, you can still continue to access other Zoho services ...
                                                                                          • Telephony in Bigin

                                                                                            On a typical day, a salesperson will make a lot of calls to prospective customers, trying to sell them products. They also receive support calls from their customers. A salesperson who hasn't integrated their phone with Bigin will have to call each ...
                                                                                          • Sending Email from Bigin

                                                                                            You can send emails to your customers from Bigin account even without configuring your own personal email. However, the interactions will not be available inside your Bigin account. Once your email account is configured, email interactions with a ...
                                                                                          • Install the Bigin mobile app

                                                                                            Create contacts, manage your pipelines, and stay on top of your business activities with the Bigin Mobile app. The Bigin native app is available for iOS and Android phones. You can access important data from modules like Pipelines, Contacts, ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources