HIPAA Compliant CRM for Healthcare
Purpose-built security for organizations handling Protected Health Information. Trusted by assisted living facilities, home care agencies, and healthcare service providers.
14-day free trial. No credit card required. BAA available on request.
Built for Healthcare Service Providers
coreCRM understands the unique needs of organizations that manage patient and resident relationships.
Assisted Living
Manage resident relationships, family contacts, and care coordination with full HIPAA protection.
Home Care
Coordinate caregiver schedules, track client intake, and manage referrals while keeping PHI secure.
Healthcare Agencies
Manage provider relationships, referral pipelines, and patient engagement with enterprise-grade security.
Senior Care
Track inquiries, tours, and move-ins with a pipeline designed for senior care sales cycles.
Security That Meets the Highest Standards
Every feature in coreCRM's HIPAA mode is designed to protect PHI and meet the requirements of the HIPAA Security Rule.
AES-256 Encryption at Rest
When HIPAA mode is enabled, all sensitive contact data is encrypted using AES-256-CBC before being written to the database. Names, emails, phone numbers, addresses, and custom fields are all protected.
- Industry-standard AES-256-CBC cipher
- Per-tenant encryption keys — your key never leaves your account
- Data is unreadable at the database level without the key
- Transparent encryption — no workflow changes required
Multi-Factor Authentication
HIPAA requires that covered entities implement procedures to verify the identity of anyone accessing ePHI. coreCRM provides TOTP-based MFA that can be enforced organization-wide with a single toggle.
- Compatible with Google Authenticator, Authy, 1Password
- One-time recovery codes for backup access
- Enforce MFA for all users or specific roles
Complete Audit Logging
Every interaction with protected data is recorded in an immutable audit log. Know exactly who accessed what, when, and from which IP address. Logs are retained for the HIPAA-mandated minimum of 6 years.
- Record-level access logging — who viewed which contact
- Login attempts, logouts, and session activity tracked
- IP address, user agent, and timestamp on every event
- Exportable reports for compliance reviews
Automatic Session Timeout
In healthcare environments, shared workstations are common. coreCRM automatically locks inactive sessions after 15 minutes, preventing unauthorized access when staff step away from a shared computer.
- 15-minute inactivity timeout (configurable)
- Re-authentication required to resume
- Protects shared workstations in care facilities
Record-Level Access Controls
The HIPAA "minimum necessary" standard requires that workforce members only access the PHI they need to do their job. coreCRM enforces this at the data level — staff only see records assigned to them.
- Role-based access: CEO, Sales, Finance
- Record ownership — staff see only their assigned contacts
- Administrators retain full visibility for oversight
- Permission changes logged in the audit trail
| Permission | Staff | Manager | Admin |
|---|---|---|---|
| Own records | |||
| Team records | |||
| All records | |||
| Audit logs | |||
| HIPAA settings |
One-Click HIPAA Mode
No complex configuration. No consultants needed. Just flip a single toggle in your Settings panel, and all HIPAA security controls activate instantly across your entire organization.
- All protections activate with one toggle
- Existing data is encrypted automatically
- No interruption to your team's workflow
HIPAA Security Rule Compliance
coreCRM addresses the key technical safeguards required by the HIPAA Security Rule (45 CFR Part 164, Subpart C).
Access Controls
§164.312(a)Unique user identification, automatic logoff, and encryption/decryption of ePHI. coreCRM provides per-user logins, session timeouts, and AES-256 encryption.
Audit Controls
§164.312(b)Hardware, software, and procedural mechanisms to record and examine access to ePHI. coreCRM logs every access, modification, and login with full detail.
Integrity Controls
§164.312(c)Policies to protect ePHI from improper alteration or destruction. coreCRM uses encrypted storage and audit-logged modifications to ensure data integrity.
Person or Entity Authentication
§164.312(d)Procedures to verify identity before granting access. coreCRM supports password-based login with TOTP multi-factor authentication.
Transmission Security
§164.312(e)Guard against unauthorized access during transmission. coreCRM enforces TLS 1.2+ for all connections and HTTPS-only access.
Go HIPAA Compliant in 3 Steps
Getting started with HIPAA-compliant CRM has never been easier.
Enable HIPAA Mode
Navigate to Settings and toggle HIPAA Compliance Mode on. All security controls activate immediately across your organization.
Your Data Is Encrypted
Existing and new contact data is automatically encrypted with AES-256. Your team's workflow doesn't change — encryption is transparent.
Full Audit Trail
Every access is logged automatically. MFA is enforced, sessions time out, and access controls are in place. You're audit-ready from day one.
Frequently Asked Questions
Common questions about coreCRM's HIPAA compliance features.
There is no official "HIPAA certification" — the U.S. Department of Health and Human Services does not endorse or certify any software as HIPAA compliant. What matters is that the software provides the technical safeguards required by the HIPAA Security Rule. coreCRM provides encryption, access controls, audit logging, authentication, and transmission security as outlined in 45 CFR §164.312.
Yes. We execute Business Associate Agreements with all customers who require one. A BAA is available on request for any paid plan. Please contact our sales team to initiate the BAA process.
When HIPAA mode is enabled, all personally identifiable contact fields are encrypted at rest using AES-256-CBC. This includes names, email addresses, phone numbers, physical addresses, and any custom fields you add. Data is encrypted before being written to the database and decrypted only when accessed by an authorized user.
HIPAA mode is a per-tenant (organization) setting — when enabled, it applies to all users in your organization. This is by design: HIPAA compliance must be consistent across all access points to be effective. You cannot selectively exclude users from the security controls.
The encryption and decryption process adds minimal overhead — typically less than 5ms per request. Your team will not notice any difference in day-to-day usage. Audit logging runs asynchronously and does not block user interactions.
coreCRM data is hosted on infrastructure within the United States. All data transmission is encrypted via TLS 1.2+, and data at rest is encrypted with AES-256 when HIPAA mode is enabled. We do not transfer data outside the U.S.
Ready to Go HIPAA Compliant?
Start your free trial today and enable HIPAA mode in seconds. No complex setup, no consultants, no hidden fees.
14-day free trial. No credit card required. BAA available on any paid plan.
Disclaimer: The information on this page describes the technical safeguards available in coreCRM. HIPAA compliance is a shared responsibility between the software provider and the covered entity. This does not constitute legal advice. Consult with a HIPAA compliance attorney to ensure your organization meets all applicable requirements.