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How to obtain patient consent for email communication

How to obtain patient consent for email communication

For email communication in healthcare, covered entities must prioritize patient privacy, adhere to legal requirements, and respect patients' preferences. A fundamental aspect of this process is obtaining patient consent for email communication. 


Why HIPAA requires patient consent for email communication

HIPAA mandates that healthcare organizations obtain patient consent before sending emails containing sensitive medical information to balance effective communication and protected health information (PHI) protection. The consent process ensures patients are aware of the nature of email communication, promoting transparency and empowering patients to make informed choices while maintaining HIPAA compliant email communication.

RelatedHIPAA compliant email marketing: What you need to know


1. Transparent information

The first step in obtaining patient consent for email communication is providing patients with clear, concise, and easily understandable information about the nature of the email communication they will receive.

When explaining the purpose of email communication, outline the types of messages they can expect to receive, such as appointment reminders, test results, general healthcare updates, and even billing statements. Clarify that their privacy and confidentiality will be safeguarded at all times.


2. Opt-in approach

Instead of assuming patients are willing to receive emails, allow them to make an active choice. Patients should proactively express their desire to receive email messages from your healthcare organization. Opt-in forms or checkboxes on intake forms can be effective tools. Ensure that patients understand they can choose how they receive healthcare-related information and can always opt out if they change their minds.

Related: Understanding opt-in and HIPAA compliant email marketing


3. Secure electronic consent

When collecting patient consent for email communication, use secure electronic consent options that align with legal standards for authenticity and security, like HIPAA compliant subscription forms. Ensure that your electronic consent mechanisms are protected against unauthorized access.


4. Separate consent for email communication

Maintain precision and transparency in your consent process by keeping consent for email communication separate from other consent forms patients may encounter. The separation ensures that patients understand what they are consenting to and minimizes confusion. Distinguish email communication consent from other consents, such as consent for treatment or disclosure of medical records. That helps patients make informed decisions about their preferences regarding email communication.


5. Educate patients about revocable consent

Patients have the right to revoke their consent for email communication at any time. Educate patients about this revocable nature of consent and provide clear instructions on how to do so. Make the process for revoking consent straightforward and easily accessible. Consider including this information in your initial email communications or your healthcare organization's website. Reassure patients they will not face any negative consequences for choosing to stop email communication.


6. Ongoing communication and review

Obtaining patient consent for email communication is not a one-time effort but an ongoing process. Review and update your email communication procedures and consent forms to ensure they align with changing regulations and evolving patient preferences. Establish a mechanism for patients to update their communication preferences and remind them periodically of their right to revoke consent.

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