
HIPAA & Data Compliance
PowerZone is designed to support therapists and coaches in building and scaling their business, including features that can be configured to support HIPAA compliance.
HIPAA-Enabled Accounts
HIPAA compliance is not automatically enabled on all accounts.
To use PowerZone in a HIPAA-compliant way:
You must ensure your account has HIPAA mode activated
A Business Associate Agreement (BAA) must be in place Read and sign the document here to be the HIPAA Complaint
You must follow proper handling of Protected Health Information (PHI)
If you are unsure whether your account is HIPAA-enabled, please contact support immediately.
Our Role
PowerZone operates as a Business Associate using secure infrastructure provided by HighLevel.
We have a signed BAA with our platform provider to ensure:
Secure handling of data
Appropriate safeguards
Compliance-ready infrastructure
Your Responsibility (VERY IMPORTANT)
Users are responsible for:
Ensuring HIPAA settings are enabled
Using the platform in a compliant manner
Managing how PHI is collected, stored, and shared
Ensuring email/SMS communications meet HIPAA requirements
Important Limitations
Not all communication channels are automatically HIPAA-compliant - including email, SMS, and certain automation workflows.
While PowerZone provides the infrastructure and tools to support HIPAA-compliant operations, compliance depends on how those tools are configured and used.
Email & SMS Communications
Standard email and SMS are not inherently secure or encrypted in a way that guarantees HIPAA compliance.
To use these channels compliantly, you must:
Obtain proper client consent where required
Avoid transmitting sensitive Protected Health Information (PHI) unless safeguards are in place
Ensure your workflows align with HIPAA privacy and security standards
Automation & Workflows
Automations (including follow-ups, reminders, and pipelines) must be configured carefully.
Improper setup may result in:
Unintentional sharing of PHI
Data being sent through non-secure channels
Breaches of client confidentiality
Account Configuration Matters
HIPAA compliance is only supported when:
HIPAA mode is properly enabled
Required agreements (such as a BAA) are in place
Security settings are correctly configured
If these are not set up correctly, your account should not be used to store or transmit PHI.
What PowerZone Does NOT Do
PowerZone does not:
Monitor or control how you use PHI
Automatically prevent non-compliant communication
Guarantee compliance based on platform access alone
Your Responsibility as the User
You are fully responsible for:
How client data is collected, stored, and shared
Ensuring your communication methods are compliant
Training your team (if applicable) on proper data handling
Following all applicable HIPAA regulations
The Reality (plain English)
PowerZone gives you the engine.
But if you drive it off-road with client data… that’s on you.
Business Associate Agreements
If you require a BAA for your practice, Read and sign the document here to be the HIPAA Complaint
Use this checklist to ensure you are operating your PowerZone account in a HIPAA-compliant way when handling client data.
Ensure HIPAA compliance is enabled on your account
Confirm a signed Business Associate Agreement (BAA) is in place
Look for the HIPAA icon inside your account dashboard
If you don’t see this, contact support before using any PHI
Only store Protected Health Information (PHI) when HIPAA mode is active
Avoid uploading unnecessary sensitive data
Keep records minimal and relevant
Do not send sensitive PHI via standard email or SMS without safeguards
Obtain client consent where required
When in doubt, keep messages general (no detailed personal health info)
Review all workflows, reminders, and follow-ups
Ensure no sensitive data is being sent automatically
Avoid including PHI in:
email sequences
SMS reminders
pipeline notifications
Only give access to authorized team members
Remove access immediately if someone leaves your team
Use strong passwords and secure logins
Understand what qualifies as PHI
Follow basic HIPAA privacy and security rules
Ensure anyone using your account knows what not to do
Regularly review stored data
Delete anything unnecessary
Keep your account organized and secure
PowerZone provides the tools to support HIPAA compliance.
But compliance depends on:
how you configure your account
how you communicate with clients
how you handle and store data
You are responsible for ensuring your usage meets HIPAA requirements.
If you wouldn’t feel comfortable sending it in a public email…
Don’t send it without proper safeguards.
*Not sure if you’re set up correctly? Contact us and we’ll verify your account is configured safely.


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