How to enable HIPAA compliance in BoldSign?

BoldSign allows organizations to enable HIPAA compliance to securely handle documents that contain Protected Health Information (PHI). To activate HIPAA mode, your organization must review and sign a Business Associate Agreement (BAA) with BoldSign.

Customers on eligible plans can enable HIPAA compliance directly from the Compliance page.

Who can enable HIPAA compliance?

HIPAA compliance can be activated only when the following requirement is met:

Eligible Plans

Your organization must be on one of the following plans:

• Business Yearly
• Premium Yearly

These plans allow you to review and sign the BAA directly from your account, with no support involvement required. Only Account Admins have permission to review and sign the BAA.
(HIPAA is not available on Trial or Monthly plans. Customers on custom plans may contact support to have the option to sign the BAA enabled.)

How to enable HIPAA compliance

Step 1: Open the Compliance Page

1. Log in to your BoldSign account.
2. Go to Settings and choose the Compliance option.
3. Look for the HIPAA Compliance card.
   
   

Step 2: Review & accept the BAA

1. Click Review & Accept BAA.

   • If you have a Business plan or a higher tier, the option to review & accept the BAA form will be active. Click it to access the BAA page and accept the terms to activate HIPAA compliance.
   
   • If you have a lower-tier plan (such as Growth plan), the Review & Accept BAA option will be inactive. You’ll need to upgrade to a Business or higher plan, or contact support for more information.

2. The Business Associate Agreement will open.
3. Review the terms, agree to them, and accept electronically.

Step 3: HIPAA mode is enabled
Once signed:

• HIPAA compliance is enabled immediately.
• You can view the accepted BAA agreement at any time. The agreement also includes details of the person who accepted it and the exact time of acceptance.

What changes after enabling HIPAA?

After activation:

• Certain features that are not HIPAA-compatible may be restricted. You can view the full list of restrictions and security guidelines here: HIPAA onboarding and security guidelines for BoldSign users

• All team members within your organization automatically operate under HIPAA.

These measures ensure PHI is handled safely and in compliance with HIPAA standards.

Can HIPAA Compliance Be Disabled Later?

• No. HIPAA mode cannot be turned off once enabled.