To mark fields that contain personal health data
Go to Setup > Customization > Modules and Fields.
Select a module and click the More icon to select the desired layout.
Alternately, you can click the More icon and select Edit Layout.
Go to the desired field and click the More icon.
Click Edit Properties and check the Contains Personal Health Data box.
Remember that this option will only appear if the module has been selected for HIPAA compliance.
To set restrictions on PHI fields
Go to Setup > Users and Controls > Compliance Settings.
Click the HIPAA Compliance tab.
Toggle the Enable HIPAA Compliance Settings button.
Select the modules from the dropdown list. You can select up to 10 modules.
In Personal Health Data Handling, toggle Restrict Data access through API, Restrict Data in Export, or both, as required.
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Make the most of Zoho CRM with these useful tips.