Privacy: Storing PHI Offsite? Refer to This Checklist to Stay Compliant

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Note:  The following article synopsis was NOT provided by AAPC. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains practical compliance considerations for healthcare practices that store protected health information in cloud or online systems. It focuses on vendor evaluation, data protection, breach response, business associate agreements, oversight, policy updates, and self-auditing in the context of HIPAA and related privacy and security responsibilities. The piece is aimed at practices and compliance staff assessing whether a storage vendor and internal safeguards are appropriate for PHI.

Why This Topic Matters

Moving PHI to offsite storage changes a practice’s privacy and security risk profile and can trigger specific contractual, operational, and oversight obligations. This article helps readers understand the broad compliance areas they should review before and after adopting cloud storage.

Article Sections

  1. Evaluate the Vendor

    Introduces vendor-selection considerations for organizations handling regulated health information and cloud-based storage services.

  2. Check Out the Data Protection

    Covers general storage-security topics such as encryption and separation of client data within a vendor environment.

  3. Ensure Proper Breach Protocols

    Discusses breach monitoring, response planning, and how responsibilities may be divided between the practice and the vendor.

  4. Develop a BAA

    Addresses business associate contracting, required compliance language, and vendor assurances tied to privacy and security obligations.

  5. Monitor Compliance

    Describes ongoing oversight expectations and the broader compliance relationship between covered entities and business associates.

  6. Update Your Policies & Procedures

    Focuses on internal policy and procedure updates needed to reflect online storage activities and related safeguards.

  7. Audit Yourself

    Reviews self-audit, risk assessment, access-control, and documentation topics related to cloud-based PHI storage.

What You Will Learn

  • How cloud storage introduces privacy and security considerations for PHI
  • What areas to review when selecting an offsite storage vendor
  • Why written agreements and internal oversight matter for compliance
  • How policies, procedures, and self-audits support HIPAA-related readiness

Who Should Read This

  • Medical practices
  • Part B providers
  • Privacy officers
  • Security officers
  • Compliance staff
  • Healthcare administrators

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