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Free resource · HIPAA checklist

The HIPAA checklist every clinic should run at least once a year.

A working list of 22 items: administrative, technical, physical, marketing and breach response. Tick them off as you go; progress saves in this browser. No email required.

A shield outline drawn in glowing orange particles holding a column of five ticked checkboxes, the last one teal
What a HIPAA-aware agency changes

Four things that move before any campaign launches.

Working with a HIPAA-aware agency is not about adding warnings to ad copy. It is about how data moves through your stack. This is what we change on every healthcare engagement, and the checklist below is how you verify it.

01 · Agreements

BAA included

We sign a Business Associate Agreement with every healthcare client. Not optional. It is the document that lets us legally handle anything that touches PHI.

02 · Tracking

Server-side tracking

Conversion tracking runs through server-side events with identifier stripping, so PHI never reaches Meta, Google or any platform pixel.

03 · Analytics

No session replay

Tools like Hotjar and FullStory are disabled on patient-facing pages. Even with consent, replay is too risky in a medical context.

04 · Reviews

Compliant review flows

Review request automation that respects patient privacy. No appointment data goes to a third-party review platform without written consent.

The checklist · 22 items

Five groups. Tick through them one at a time.

Start with the group that worries you most. The bar at the top follows you down the page, and each group keeps its own count.

0 / 22
items complete
Start here

Administrative safeguards

0 / 5

Technical safeguards

0 / 5

Physical safeguards

0 / 3

Marketing & website

0 / 6

Breach preparedness

0 / 3
Note: this checklist is a starting point, not legal advice. HIPAA compliance depends on your specific workflows, covered-entity status and state law. Work with qualified counsel before certifying your practice.

We’ll do a HIPAA-aware audit of your marketing stack, free.

Pixels, GTM, forms, session tools, BAAs. A 30-minute call, a short report, zero pitch. Bring the checklist and we’ll start from whatever is still unticked.

30-minute call • Short written report • No obligation