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