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May 21, 2026

Privacy Rule: PHI Handling & Patient Rights

Privacy Rule: PHI Handling & Patient Rights

This module covers the HIPAA Privacy Rule requirements relevant to our work as a Business Associate.

Permitted uses and disclosures

As a Business Associate, we may use or disclose PHI only as permitted by our customers' BAA and HIPAA:

Permitted internal uses:

  • Operating and improving the platform on behalf of the customer
  • Troubleshooting customer-reported issues (minimum necessary)
  • Generating audit and compliance reports for the customer
  • Backup, recovery, and business continuity operations

Permitted external disclosures:

  • To subprocessors under signed BAAs (see Subprocessor Registry)
  • As required by law (subpoena, court order — Privacy Officer notifies customer unless prohibited)

Prohibited uses — zero exceptions:

  • Marketing, fundraising, or sale of PHI
  • Research without explicit customer authorization
  • Sending PHI to public AI/LLM APIs (see LLM Routing Policy)

Minimum necessary standard

When accessing or disclosing PHI, limit it to the minimum required. Practically:

  • Access only records you need for the current task
  • Do not pull bulk PHI extracts without Privacy Officer approval
  • The audit log captures every PHI view

PHI in operational channels

  • Email: Never send PHI via unencrypted email. Use encrypted channels or the platform's messaging module.
  • Chat/Slack: PHI in Slack is generally prohibited. Escalate to the platform if a customer needs to share PHI.
  • Code & tests: Never include real PHI in source code, test fixtures, or documentation. Use synthetic data only.
  • Databases: Personal dev databases must not contain real PHI. Use the dev seed tool.

Attestation

Completing this module confirms you understand Privacy Rule requirements for PHI handling.


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