Outreach is a revenue orchestration and sales engagement platform for prospecting, deal management, forecasting, coaching, account management, and customer expansion. Outreach describes itself as an agentic AI platform for revenue teams that helps teams manage prospects, deals, forecasts, and account activity in one platform.

With Outreach, revenue teams can manage sales workflows, automate engagement, analyze conversations, coach sellers, and coordinate account activity across the sales process.

Is Outreach HIPAA compliant? Yes, Outreach is HIPAA compliant.

 

What changed this year?

As of July 2026, our review did not identify any publicly disclosed changes showing that Outreach stopped offering a business associate agreement or narrowed HIPAA availability. Outreach’s HIPAA compliance support article, modified April 23, 2026, states that Outreach “offers BAAs to customers who require them.”

 

Will Outreach sign a BAA?

Yes, Outreach will sign a BAA, which can be reviewed through Outreach’s HIPAA compliance documentation and customer contracting process. Outreach states that it can support customers in HIPAA-regulated environments “when a Business Associate Agreement (BAA) is in place” and when customers configure and use the platform according to that agreement.

 

What does the Outreach BAA cover?

Outreach’s public HIPAA documentation does not publish the full BAA text, so customers should review the executed agreement directly with Outreach before placing protected health information (PHI) in the platform.

The public HIPAA page states, “Outreach can support customers operating in HIPAA-regulated environments when a Business Associate Agreement (BAA) is in place and customers configure and use the platform in accordance with the terms of that agreement.”

Based on Outreach’s public documentation, its HIPAA-related coverage appears to apply to:

  • Customers that have executed a BAA with Outreach
  • HIPAA-regulated use cases that meet Outreach’s specific requirements
  • Platform-level safeguards and administrative tools that support compliant configuration
  • Customer-controlled data flows, permissions, retention settings, and access controls

What does the Outreach BAA exclude?

Outreach does not allow customers to store, process, or transmit PHI in the platform unless a BAA has been executed. Its HIPAA support article states, “Customers who have not executed a BAA are not permitted to store, process, or transmit protected health information (PHI) within the Outreach platform.”

Outreach also frames HIPAA compliance as a shared responsibility. Customers remain responsible for deciding whether PHI will be used in Outreach, configuring controls, managing user access and permissions, governing integrations and downstream vendors, monitoring incidents involving PHI, and determining their own HIPAA obligations.

It is a meaningful limitation because Outreach is not designed to be a primary PHI repository. Its public guidance says customers should “apply data minimization principles and avoid storing PHI in free-text fields, notes, emails, or recordings unless operationally necessary and contractually supported.”

 

Conclusion

Outreach is HIPAA compliant, but only when a customer has executed a BAA with Outreach and configures the platform according to the BAA, Outreach’s HIPAA guidance, and the customer’s own HIPAA compliance obligations.

See also: HIPAA Compliant Email: The Definitive Guide

 

FAQS

What is a BAA?

A BAA is a legally binding contract establishing a relationship between a covered entity under HIPAA and its business associates. The purpose of this agreement is to ensure the proper protection of PHI as required by HIPAA regulations.

 

What is HIPAA?

HIPAA sets national standards for protecting the privacy and security of certain health information.

HIPAA is designed to protect the privacy and security of individuals’ health information and to ensure that healthcare providers and insurers can securely exchange electronic health information. Violations of HIPAA can result in significant fines and penalties for covered entities.

 

Who does HIPAA apply to?

HIPAA applies to covered entities, which include healthcare providers, health plans, and healthcare clearinghouses. It also applies to business associates of these covered entities. These are entities that perform certain functions or activities on behalf of the covered entity.