Healthcare privacy, PHI, and the BAA
Understand customer responsibilities, plan eligibility, and safe healthcare use.
The short answer
Healthcare organizations should use least privilege, employee notice, scoped manager access, retention controls, and a signed BAA where required. A BAA is available with the Compliance plan; the product alone does not make an organization HIPAA compliant.
01
Shared responsibility
WorkforcePilot provides technical controls such as role-based access, security-group scope, authentication, retention settings, and audit evidence. The customer remains responsible for lawful use, workforce notice, policy, access review, retention decisions, and incident handling.
A signed Business Associate Agreement is included only with the eligible Compliance plan. Contract status should be verified before protected health information is placed in scope.
02
Healthcare deployment checklist
- Document the business purpose and the minimum teams and devices required.
- Limit managers to the groups they lead and grant screen/PHI permissions separately.
- Choose retention settings consistent with policy and contractual requirements.
- Train managers to use trends and context rather than automated discipline.
- Review access, exports, and offboarding on a recurring schedule.
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