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Compliance

HIPAA Compliance With GHL Customer Care

Learn how HIPAA compliance works in GHL Customer Care, including BAA signing through GHL Customer Care Documents & Contracts, automatic activation, and secure document access.

7 min read1,529 words11 explained imagesUpdated Thu, 11 Jun at 3:34 AM
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On this page
  1. What is HIPAA Title II?
  2. Key Benefits of the HIPAA Compliance Package
  3. GHL Customer Care Compliance
  4. Security
  5. How to Subscribe to the HIPAA Compliance Package
  6. How to View and Download the Document.
  7. How to View, Edit, Sign, and Download the BAA
  8. How to Edit and Sign the BAA
  9. Frequently Asked Questions
  10. Related Articles

GHL Customer Care offers an optional, account-wide HIPAA add-on that enables encryption of ePHI, Business-Associate Agreements (BAAs), audit logging, and MFA enforcement. The add-on costs US$297 per month and cannot be disabled once purchased. This article explains how to subscribe to the HIPAA Compliance package in GHL Customer Care and manage your Business Associate Agreement (BAA) directly within GHL Customer Care.

Note: HIPAA compliance is a paid upgrade. GHL Customer Care accounts are NOT HIPAA compliant by default. Once HIPAA is purchased and enabled, it applies to all location accounts within your account and cannot be deactivated.

TABLE OF CONTENTS

What is HIPAA Compliance?

HIPAA stands for the Health Insurance Portability And Accountability Act of 1996, which is a United States legislation that provides data privacy and security provisions for safeguarding medical information.

The act, which was signed into law by President Bill Clinton on Aug. 21, 1996, contains five sections, or titles: 

  • Title I: HIPAA Health Insurance Reform
  • Title II: HIPAA Administrative Simplification
  • Title III: HIPAA Tax-Related Health Provisions
  • Title IV: Application and Enforcement of Group Health Plan Requirements
  • Title V: Revenue Offsets

In the context of online marketing, adhering to HIPAA Title II is what most people mean when they refer to HIPAA compliance.

What is HIPAA Title II?

Also known as the Administrative Simplification provisions, Title II includes the following HIPAA compliance requirements:

  • National Provider Identifier Standard: Each healthcare entity, including individuals, employers, health plans and healthcare providers, must have a unique 10-digit national provider identifier number, or NPI.

  • Transactions and Code Set Standard: Healthcare organizations must follow a standardized mechanism for electronic data interchange (EDI) in order to submit and process insurance claims.

  • HIPAA Privacy Rule: Officially known as the Standards for Privacy of Individually Identifiable Health Information, this rule establishes national standards to protect patient health information.

  • HIPAA Security Rule: The Security Standards for the Protection of Electronic Protected Health Information sets standards for patient data security.

  • HIPAA Enforcement Rule: This rule establishes guidelines for investigations into HIPAA compliance violations.

The two requirements that apply to the relationship between GHL Customer Care, a customer Agency, and the agency's client (the Practice) are the HIPAA Privacy Rule and the HIPAA Security Rule. The details of each of these rules can be found here:

Key Benefits of the HIPAA Compliance Package

  • Agency‑wide enablement: HIPAA safeguards apply to your entire agency once activated.

  • BAA included: A signed Business Associate Agreement is provided as part of the package.

  • Explicit consent at checkout: Mandatory confirmations reduce confusion and ensure intentional activation.

  • Transparent pricing: Clear confirmation of $297/month before payment.

  • Streamlined payment selection: Add or choose a payment method directly in the purchase modal.

  • Permanent activation: The package cannot be canceled, refunded, removed, or downgraded once enabled.

  • Editable BAA signer details: Update signer information directly within GHL Customer Care Documents & Contracts without contacting support.

  • Automatic HIPAA activation: HIPAA compliance is enabled automatically once the BAA is signed — no manual activation required.

GHL Customer Care Compliance

In the relationship between GHL Customer Care, a customer Agency, and the agency's client (the Practice); the Practice is considered "the HIPAA-covered entity" and GHL Customer Care and the Agency are considered "HIPAA Business Associates". 

GHL Customer Care has worked with The Compliancy Group consultancy to ensure that we are in full compliance with the HIPAA Privacy Rule and the HIPAA Security Rule so that we can enter into HIPAA Business Associate Agreements (BAA) with our customer Agencies. 

In order for the personal health record data of your client Practice's patients to be completely protected, however; your Agency must also be in full compliance with HIPAA Title II so that you can provide your client Practice with a HIPAA Business Associate Agreement as well. 

Please reach out to us if you would like the contact information of The Compliancy Group which can help you ensure that your Agency is fully compliant. 

Security

IMPORTANT: Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can subscribe to HIPAA compliance. 

Our database automatically encrypts all data before it is written to disk. No setup or configuration is required and no need to modify how you access the service. The data is automatically and transparently decrypted when read by an authorized user.

With server-side encryption, Google manages the cryptographic keys on your behalf using the same hardened key management systems that we use for our encrypted data, including strict key access controls and auditing. Each database object's data and metadata are encrypted under the 256-bit Advanced Encryption Standard, and each encryption key is itself encrypted with a regularly rotated set of master keys.

How to Subscribe to the HIPAA Compliance Package

  1. In the agency account, click on Settings.

    Step 1 of 8: In the agency account, click on Settings What this shows Step 1 of 8: In the agency account, click on Settings. What this shows Shows what to click for step 1 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 1 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you in the agency account, click on Settings. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to click on Compliance. Step 1 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 1 of 11 What to clickIn the agency account, click on Settings.
    Buttons and menus referenced SettingsComplianceBefore You BuyBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsHIPAAONUser Permissions
    Next stepClick on Compliance.
    All 8 steps in this procedure
    1. In the agency account, click on Settings. this image
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.

  2. Click on Compliance.
    Step 2 of 8: Click on Compliance What this shows Step 2 of 8: Click on Compliance. What this shows Shows what to click for step 2 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 2 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you click on Compliance. For context, this section explains: In the agency account, click on Settings. Click on Compliance. Read all the Before You Buy details. Click on the Buy HIPAA Package at $297 per Month button to proceed. Read the Note, Features and the Acknowledgement box carefully. Once you are ready, check the Acknowledgement Box and click on Pay…. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to read all the Before You Buy details. Step 2 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 2 of 11 What to clickClick on Compliance.
    Buttons and menus referenced ComplianceSettingsBefore You BuyBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsHIPAAONUser Permissions
    Next stepRead all the Before You Buy details.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance. this image
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
  3. Read all the Before You Buy details.
    Step 3 of 8: Read all the Before You Buy details What this shows Step 3 of 8: Read all the Before You Buy details. What this shows Shows what this covers for step 3 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 3 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you read all the Before You Buy details. For context, this section explains: In the agency account, click on Settings. Click on Compliance. Read all the Before You Buy details. Click on the Buy HIPAA Package at $297 per Month button to proceed. Read the Note, Features and the Acknowledgement box carefully. Once you are ready, check the Acknowledgement Box and click on Pay…. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to click on the Buy HIPAA Package at $297 per Month button to proceed. Step 3 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 3 of 11 What this coversRead all the Before You Buy details.
    Buttons and menus referenced Before You BuySettingsComplianceBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsHIPAAONUser Permissions
    Next stepClick on the Buy HIPAA Package at $297 per Month button to proceed.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details. this image
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
  4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    Step 4 of 8: Click on the Buy HIPAA Package at $297 per Month button to proceed What this shows Step 4 of 8: Click on the Buy HIPAA Package at $297 per Month button to proceed. What this shows Shows what to click for step 4 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 4 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you click on the Buy HIPAA Package at $297 per Month button to proceed. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to read the Note, Features and the Acknowledgement box carefully. Step 4 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 4 of 11 What to clickClick on the Buy HIPAA Package at $297 per Month button to proceed.
    Buttons and menus referenced Buy HIPAA Package at $297 per MonthSettingsComplianceBefore You BuyNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsHIPAAONUser Permissions
    Next stepRead the Note, Features and the Acknowledgement box carefully.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed. this image
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
  5. Read the Note, Features and the Acknowledgement box carefully.
    Step 5 of 8: Read the Note, Features and the Acknowledgement box carefully What this shows Step 5 of 8: Read the Note, Features and the Acknowledgement box carefully. What this shows Shows what this covers for step 5 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 5 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you read the Note, Features and the Acknowledgement box carefully. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe. Step 5 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 5 of 11 What this coversRead the Note, Features and the Acknowledgement box carefully.
    Buttons and menus referenced Note, Features and the AcknowledgementSettingsComplianceBefore You BuyBuy HIPAA Package at $297 per MonthcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsHIPAAONUser Permissions
    Next stepOnce you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully. this image
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
  6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    Step 6 of 8: Once you are ready, check the Acknowledgement Box and click on Pay… What this shows Step 6 of 8: Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe. What this shows Shows what to click for step 6 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 6 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location. Step 6 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 6 of 11 What to clickOnce you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    Buttons and menus referenced checkAcknowledgement BoxPay $297 & SubscribeSettingsComplianceBefore You BuyBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementAdvanced SettingsHIPAAONUser Permissions
    Next stepOnce the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe. this image
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
  7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    Step 7 of 8: Once the BAA is signed, the HIPAA Compliance Package is activated at… What this shows Step 7 of 8: Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. What this shows Shows what this covers for step 7 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 7 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. The next step is to enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off. Step 7 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 7 of 11 What this coversOnce the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    Buttons and menus referenced Advanced SettingsSettingsComplianceBefore You BuyBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeHIPAAONUser Permissions
    Next stepEnable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location. this image
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.

  8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
    Step 8 of 8: Enable HIPAA for each sub-account: After signing the BAA, go to… What this shows Step 8 of 8: Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA… What this shows Shows what to choose for step 8 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 8 of 8 in the "How to Subscribe to the HIPAA Compliance Package" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off. The navigation path used here is Sub-Accounts > Your Sub-Account > Advanced Settings. Step 8 of 8Path: Sub-Accounts > Your Sub-Account > Advanced SettingsImage 8 of 11 What to chooseEnable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off.
    Buttons and menus referenced HIPAAONSettingsComplianceBefore You BuyBuy HIPAA Package at $297 per MonthNote, Features and the AcknowledgementcheckAcknowledgement BoxPay $297 & SubscribeAdvanced SettingsUser Permissions
    All 8 steps in this procedure
    1. In the agency account, click on Settings.
    2. Click on Compliance.
    3. Read all the Before You Buy details.
    4. Click on the Buy HIPAA Package at $297 per Month button to proceed.
    5. Read the Note, Features and the Acknowledgement box carefully.
    6. Once you are ready, check the Acknowledgement Box and click on Pay $297 & Subscribe.
    7. Once the BAA is signed, the HIPAA Compliance Package is activated at the agency level. Agency Owners must then manually enable HIPAA for each sub-account in Advanced Settings to complete the final hardening step for that location.
    8. Enable HIPAA for each sub-account: After signing the BAA, go to Sub-Accounts > Your Sub-Account > Advanced Settings and turn the HIPAA toggle ON for each sub-account that requires HIPAA protection. Once enabled, this setting cannot be turned off. this image

Important:

Access to HIPAA settings may depend on the user’s assigned permissions. If a user cannot access the required settings, review their User Permissions.

How to View and Download the Document.

Please Note: All HIPAA-related documents are generated and stored directly within GHL Customer Care’s Documents & Contracts system. To view or download your signed Business Associate Agreement (BAA), navigate to Settings → Compliance, locate your signed BAA, click View Document to open it, and download the document directly from the interface. Support staff can also verify document status and download signed BAAs from the Employee Portal without accessing PandaDoc or the customer dashboard.
  1. After signing, your BAA will be available for viewing and download directly within the Compliance section. 
    Step 1 of 2: After signing, your BAA will be available for viewing and download… What this shows Step 1 of 2: After signing, your BAA will be available for viewing and download directly within the Compliance section. What this shows Shows what this covers for step 1 of 2 in the "How to View and Download the Document." section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 1 of 2 in the "How to View and Download the Document." section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you after signing, your BAA will be available for viewing and download directly within the Compliance section. The next step is to click on V iew Document button. Step 1 of 2Image 9 of 11 What this coversAfter signing, your BAA will be available for viewing and download directly within the Compliance section.
    Buttons and menus referenced Settings → ComplianceView DocumentView Document
    Next stepClick on V iew Document button.
    All 2 steps in this procedure
    1. After signing, your BAA will be available for viewing and download directly within the Compliance section. this image
    2. Click on V iew Document button.
  2. Click on View Document button.
    Step 2 of 2: Click on V iew Document button What this shows Step 2 of 2: Click on V iew Document button. What this shows Shows what to click for step 2 of 2 in the "How to View and Download the Document." section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 2 of 2 in the "How to View and Download the Document." section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you click on V iew Document button. For context, this section explains: Please Note: All HIPAA-related documents are generated and stored directly within GHL Customer Care’s Documents & Contracts system. To view or download your signed Business Associate Agreement (BAA), navigate to Settings → Compliance, locate your signed BAA, click View Document to open it, and…. Step 2 of 2Image 10 of 11 What to clickClick on V iew Document button.
    Buttons and menus referenced View DocumentSettings → ComplianceView Document
    All 2 steps in this procedure
    1. After signing, your BAA will be available for viewing and download directly within the Compliance section.
    2. Click on V iew Document button. this image

How to View, Edit, Sign, and Download the BAA

All HIPAA-related documents are generated and managed directly within GHL Customer Care’s Documents & Contracts system. Agency users can view, edit signer details, sign, and download the Business Associate Agreement (BAA) from the Compliance section.

How to Edit and Sign the BAA

  1. Navigate to Compliance Settings

    From the Agency view, go to Settings > Compliance.

    Step 1 of 6: Navigate to Compliance Settings From the Agency view, go to Settings >… What this shows Step 1 of 6: Navigate to Compliance Settings From the Agency view, go to Settings > Compliance. What this shows Shows where to go for step 1 of 6 in the "How to Edit and Sign the BAA" section of "HIPAA Compliance With GHL Customer Care". This screenshot accompanies step 1 of 6 in the "How to Edit and Sign the BAA" section of "HIPAA Compliance With GHL Customer Care". At this point in the walkthrough you navigate to Compliance Settings From the Agency view, go to Settings > Compliance. The navigation path used here is Settings > Compliance. The next step is to access the BAA In the BAA section, click View Details. Step 1 of 6Path: Settings > ComplianceImage 11 of 11 Where to goNavigate to Compliance Settings From the Agency view, go to Settings > Compliance.
    Buttons and menus referenced Navigate to Compliance SettingsSettings > ComplianceAccess the BAABAAView DetailsOpen the BAA DocumentView DocumentEdit the BAA, if requiredEdit DocumentUpdate ChangesSign the BAADownload the signed BAA
    Next stepAccess the BAA In the BAA section, click View Details.
    All 6 steps in this procedure
    1. Navigate to Compliance Settings From the Agency view, go to Settings > Compliance. this image
    2. Access the BAA In the BAA section, click View Details.
    3. Open the BAA Document Click View Document to open the BAA in the document modal.
    4. Edit the BAA, if required If any signer or business information needs to be updated, click Edit Document in the top-right corner of the document modal. Make the required changes, then click Update Changes to save the updated information.
    5. Sign the BAA Once the information is correct, proceed to sign the BAA directly within the same interface.
    6. Download the signed BAA After signing, the completed BAA can be viewed and downloaded from the Compliance section.

  2. Access the BAA

    In the BAA section, click View Details.

  3. Open the BAA Document

    Click View Document to open the BAA in the document modal.

  4. Edit the BAA, if required

    If any signer or business information needs to be updated, click Edit Document in the top-right corner of the document modal.

    Make the required changes, then click Update Changes to save the updated information.

  5. Sign the BAA

    Once the information is correct, proceed to sign the BAA directly within the same interface.

  6. Download the signed BAA

    After signing, the completed BAA can be viewed and downloaded from the Compliance section.


Frequently Asked Questions

Q: Can I cancel or remove the HIPAA Compliance Package later?

No. Once enabled, HIPAA is permanent for your agency and cannot be canceled, refunded, removed, or downgraded.

Q: Is the fee refundable if I change my mind after activation?

No. The subscription is non‑cancellable and non‑refundable.

Q: Who should enable HIPAA?

Agencies that handle PHI and require contractual and product-level controls (including a BAA).

Q. Can I transfer a HIPAA-compliant sub-account to my agency?

Yes, if both Agencies are HIPAA compliant, we can transfer one sub-account to another agency.

Q. Is the mobile app covered?

Yes, Conversations, Calendars and Contacts in the GHL Customer Care mobile app inherit the same encryption & MFA controls.

Q. Can I disable HIPAA later?

No. Because PHI cannot be “un-encrypted”, the add-on is permanent for that agency.

Q. What data types are included?

All objects that can store PHI: Contacts, Notes, Custom Fields, SMS/MMS, voice recordings, email bodies & attachments, form/survey submissions, calendars, invoices. (In short, everything the account has).

Q: Do I still need to use PandaDoc for HIPAA documents?

No. All HIPAA-related documents are now generated and managed directly within GHL Customer Care’s Documents & Contracts system.

Q: Do I need to manually enable HIPAA after signing the BAA?

Yes. After the BAA is signed, Agency Owners must manually enable HIPAA for each sub-account by going to Sub-Accounts > [Location] > Advanced Settings and turning the HIPAA toggle ON.

Q: Can I edit signer details on the BAA?

Yes. You can update signer details directly within the document without submitting a support ticket.

Q: Does HIPAA affect Reviews AI responses?

Yes. For sub-accounts with HIPAA enabled, Reviews AI-generated review responses follow HIPAA-compliant handling automatically.

Frequently asked questions

What is HIPAA Title II?
Also known as the Administrative Simplification provisions, Title II includes the following HIPAA compliance requirements: National Provider Identifier Standard: Each healthcare entity, including individuals, employers, health plans and healthcare providers, must have a unique 10-digit national provider identifier number, or NPI. Transactions and Code Set Standard: Healthcare organizations must follow a standardized mechanism for electronic data interchange (EDI) in order to submit and process insurance claims. HIPAA Privacy Rule: Officially known as the Standards for Privacy of Individually Identifiable Health Information, this rule establishes national standards to protect patient health information. HIPAA Security Rule: The Security Standards for the Protection of Electronic Protected Health Information sets standards for patient data security. HIPAA Enforcement Rule: This rule…

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