Table of Contents:

Applies to: Agency Students wishing to market within the healthcare niche

Article Overview:

This article aims to provide context around a healthcare compliance requirement known as HIPAA. This article is relevant to all experience levels of healthcare students, whether you know what HIPPA is, and need to become HIPAA compliant; or this is the first time researching HIPAA. 


Summary of actions

  • 1. Sign up with GHL.

  • 2. Contact Entresoft support for account transfer.

  • 3. Fill out GHL's HIPAA compliance form.

  • 4. Sign your BAA and await confirmation.

Frequently Asked Questions (FAQs):

Q: What is HIPAA and why is it important for healthcare marketing?

A: HIPAA, or the Health Insurance Portability Accountability Act, is a regulation designed to protect medical records and personal health information. It is crucial for any agency marketer considering working within the healthcare industry to understand HIPAA compliance. This compliance is essential for maintaining the confidentiality of personal health information when offering services like CRM solutions to healthcare providers.

Q: Which services need to meet HIPAA standards?

A: HIPAA compliance is a requirement across a broad range of health care services, from therapy and dental care to cosmetic surgery. For an exhaustive list of services that need to meet HIPAA standards, visit the official site here.

Q: How does a software become HIPAA compliant?

A: To be HIPAA compliant, a software like Entresoft must have specific policies and procedures for data management, including functionality that encrypts data to ensure privacy. This is crucial to mitigate potential liability risks associated with data breaches.

Q: What is a Business Associate Agreement (BAA)?

A: A BAA is a legal document that must be completed when a healthcare provider chooses to use a tool like Entresoft. It binds the service provider and the business associate, ensuring the protection of personal health information.

Q: Why is ENTRE not pursuing HIPAA compliance?

A: ENTRE has determined that we are not best suited to fulfill the obligations required by a BAA. Instead, we recommend our partners at GHL (Go High Level), who have dedicated resources and expertise in HIPAA compliance, to better serve these needs.

Q: How can I transition to a HIPAA-compliant service?

A: For those wishing to become HIPAA compliant, the process involves:

  • 1. Creating an account with GHL (Sign up here).

  • 2. Contacting Entresoft support at support@entresoft.com to request an account transfer. Use the provided email template, replacing [Bob’s Dental Agency] and [bob@bobsdentalmkting.com] with your account details.


  • “Hi Entresoft Support,

    I am interested in migrating my account to GHL as I’m pursuing HIPAA. The account I want to have transferred is called [Bob’s Dental Agency], and the email associated with it is [bob@bobsdentalmkting.com].

    Let me know if you require any additional information.

    Thank you”


  • 3. Requesting HIPAA compliance from GHL’s dedicated team through their form. Note the $297/month* charge for maintaining HIPAA compliance. 

  • 4. Signing your BAA within 24 hours of receipt and waiting for confirmation from GHL of your approval.

Q: What should I expect in terms of costs and commitments for HIPAA compliance?

A: Becoming HIPAA compliant with GHL involves a non-cancellable monthly charge of $297* for the lifetime of the account. This fee supports the maintenance of the necessary privacy and security measures to protect personal health information.

Q: How do I ensure a smooth transition to GHL for HIPAA compliance?

A: The Entresoft Support team is well-equipped to assist with transferring your account directly to GHL. This partnership between ENTRE and GHL has facilitated numerous successful transitions for users aiming to achieve HIPAA compliance.

*All costs associated with GHL's pricing are subject to change based on GHL. Just know in advanced there are costs associated with this decision, and they are outside ENTRE's stewardship.

Summary of Action Items:

  • 1. Sign up with GHL.

  • 2. Contact Entresoft support for account transfer.

  • 3. Fill out GHL's HIPAA compliance form.

  • 4. Sign your BAA and await confirmation.


Need Additional Support?

Email support at: support@entreinstitute.com or call: 844-552-8801 (available Monday - Friday 8am-5pm Mountain Time)