HIPAA

Patient outreach at scale — without gambling with PHI.

DialB brings HIPAA-ready controls to outbound calling: encryption, role-based access, audit logs, and consent-aware dialing — designed to support the compliance programs of healthcare and health-insurance teams.

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The problem

A generic dialer treats PHI like any other lead field.

The moment patient data enters an outbound workflow, ordinary dialer behavior becomes organizational risk. Three examples your compliance officer already worries about:

PHI is everywhere

Lead lists, call recordings, agent notes, dispositions — patient information flows through all of them. If the platform doesn’t control each one, your program has gaps it can’t see.

Access is all-or-nothing

Most dialers let anyone on the floor open any record or replay any call. Minimum-necessary access isn’t a feature they were built to enforce.

Consent isn't one rule

Appointment reminders and marketing calls carry different consent requirements. A dialer that can’t tell campaigns apart can’t enforce the difference.

HIPAA-ready controls

The safeguards your program expects, built into the dialer.

Concrete mechanisms — not a compliance badge. Each one maps to a control your privacy officer will recognize.

Encryption

Data protected in transit and at rest — lead records, recordings, and notes alike. Ask us for the full security overview.

Role-based access controls

Agents, supervisors, and admins each see exactly what their role requires — minimum-necessary access enforced by configuration, not convention.

Audit logging

Who accessed which record, recording, or report, and when — logged continuously and reviewable when your compliance team asks.

Retention controls

Recordings and records retained on your policy's schedule — kept as long as required, not a day past what your program allows.

Business Associate Agreement

The contractual foundation for PHI handling with any vendor — available on eligible plans. Bring your requirements and we'll walk through it with your compliance team.

Secure recording handling

Call recordings scoped by role, access-logged, and governed by the same retention and disclosure controls as the rest of your data.

Consent-aware dialing

HIPAA and TCPA meet on every patient call. DialB enforces both.

Healthcare outreach lives at the intersection of privacy rules and calling rules. DialB carries consent on every record and applies the right calling policy per campaign — so a reminder program and a marketing program never share the wrong rules.

Consent status, source, and scope tracked per contact record
Campaign-level policies keep treatment-related outreach and marketing calls separately governed
Quiet hours, frequency caps, and DNC enforced on patient calls like any other — including AI-placed calls
Every dial decision logged, so the program's discipline is provable

See the full TCPA toolkit

Use cases

Built for the calls healthcare actually makes.

From provider operations to insurance sales, the outreach programs that need scale and safeguards at the same time.

Appointment reminders

Reminder and recall campaigns that cut no-shows at scale — with voicemail strategies designed for patient privacy.

Health-insurance sales

Medicare and health-plan outreach with consent tracking, calling windows, and the audit trail regulated sales demands.

Patient follow-up

Post-visit, post-discharge, and care-gap outreach run by teams — or AI voice agents — inside the same guardrails.

Care programs

Ongoing program outreach — screenings, enrollment, adherence — where reach rates and privacy have to rise together.

See how teams like yours run it: Healthcare · Insurance

Why DialB

Most dialers were built for volume. This one was also built for scrutiny.

Almost no outbound platform takes HIPAA seriously in public. DialB pairs the TCPA toolkit high-volume teams expect with the PHI safeguards healthcare programs require — one platform your operations lead and your privacy officer can both sign off on.

FAQ

HIPAA and outbound calling, answered.

Is DialB HIPAA certified?

No vendor is — there is no such thing as an official HIPAA certification, and any dialer claiming one should worry you. What a responsible vendor provides is the technical safeguards HIPAA expects — encryption, access controls, audit logging, retention controls — plus the contractual framework your program requires. That's what DialB is built to provide.

Will DialB sign a Business Associate Agreement (BAA)?

A BAA is the contractual foundation for handling PHI with any vendor, and BAAs are available on eligible DialB plans. Talk to us about your requirements and we'll walk through the agreement and controls with your compliance team.

Can I use an autodialer to call patients?

Patient calls sit at the intersection of HIPAA and TCPA, and the rules differ between treatment-related communications (like appointment reminders) and marketing calls. Consent requirements, content limits, and frequency expectations vary by call type. DialB tracks consent per record and enforces your calling rules per campaign — but the program design belongs with your counsel. Not legal advice.

Who at my organization can hear call recordings?

Only the people you say. Role-based access controls scope recordings, lead data, and reports to the roles that need them, and every access is logged. Minimum-necessary access is a control in DialB, not a memo.

DialB provides controls designed to support HIPAA compliance programs; it does not make an organization HIPAA compliant by itself, and no vendor certification can. This page is not legal advice — design your outreach program with your counsel and privacy officer.

Talk to us about your HIPAA requirements.

Book a demo and bring your compliance lead — we'll walk through controls, agreements, and how your outreach programs would run on DialB.

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