Is monday.com HIPAA Compliant? BAA, Plans, and Security Requirements Explained

HIPAA Compliance Overview

If you handle Protected Health Information (PHI), you need more than basic security—you need a platform and a process that support HIPAA. monday.com can be used in a HIPAA-compliant manner when you enable the HIPAA-Compliant Enterprise Tier, execute a Business Associate Agreement (BAA), and configure the workspace to prevent PHI disclosure.

HIPAA compliance is a shared responsibility. monday.com provides enterprise-grade controls; you must apply those controls, limit access to PHI, and maintain policies for training, auditing, and incident response. Until your account is activated for HIPAA and governed by a signed BAA, you should not upload, store, or process PHI on the platform.

Business Associate Agreement Activation

The BAA is the legal foundation for using monday.com with PHI. It establishes monday.com as your Business Associate and sets each party’s obligations for safeguarding PHI, breach notification, and permitted uses and disclosures.

Typical activation flow includes: (1) requesting a HIPAA addendum and BAA, (2) completing legal review and countersignature, (3) account-level enablement of HIPAA controls by monday.com, and (4) administrator confirmation that HIPAA settings are live. Only after this activation should you migrate or create boards that contain PHI.

Keep the executed BAA with your compliance documentation and ensure downstream vendors or integrations that may touch PHI are also covered by BAAs or are otherwise removed from any PHI workflows.

Enterprise Plan Features

Core security and identity

• SSO/SAML and SCIM provisioning to centrally manage workforce access and deprovisioning.
• Granular permissions, private workspaces, and role-based access to limit PHI to a need-to-know basis.
• Encryption in transit and at rest, with secure file storage for attachments that may contain PHI.

Governance and oversight

• Audit and activity logs to trace who accessed, changed, or exported content.
• Admin policies that restrict public sharing, external guests, and risky exports.
• Enterprise support and controls aligned to the HIPAA-Compliant Enterprise Tier.

Together, these capabilities let you design secure workflows while maintaining usability for clinical, operational, and revenue-cycle teams.

PHI Protection Mechanisms

Access controls and least privilege

Segment PHI into private workspaces and restrict membership to a minimal set of users. Apply viewer vs. editor roles thoughtfully, and use groups to keep access aligned with job functions.

Data handling and PHI Disclosure Prevention

• Avoid placing PHI in board or item names, which appear in multiple contexts and may surface in notifications.
• Disable public links and restrict sharing to authenticated users only. Prohibit copying PHI to unmanaged tools.
• Limit email and push content for sensitive updates; keep PHI viewable in-app where authentication is enforced.

Monitoring and response

• Use audit logs to monitor downloads, exports, and permission changes involving PHI.
• Document procedures for suspected disclosure and rehearse incident-response steps with admins and legal.

Mobile App HIPAA Compliance

HIPAA Mobile App Compliance depends on two layers: account-level HIPAA enablement and device safeguards. When your account is activated for HIPAA, the iOS and Android apps inherit your access controls, authentication, and permissions.

Device and notification practices

• Enforce device encryption, passcodes/biometrics, and remote-wipe via MDM/EMM where applicable.
• Configure mobile OS settings so notification previews do not expose PHI on lock screens.
• Require SSO for app sign-in and set short session timeouts for shared or kiosk-style devices.

Train users to avoid capturing screenshots of PHI and to report lost devices immediately for remote wipe.

HIPAA Compliance Configuration Steps

Account Settings Configuration

1. Execute the Business Associate Agreement and confirm HIPAA activation on your account before storing any PHI.
2. Enable SSO/SAML and SCIM. Enforce multi-factor authentication and short session lifetimes.
3. Restrict sharing: turn off public or shareable links, dashboards to the web, and any anonymous access paths.
4. Set privacy defaults: create private PHI workspaces; use least-privilege roles and limit guest access.
5. Control data egress: limit board exports, redownloads, and email-based automations that could transmit PHI.
6. Review integrations: allow only HIPAA-ready services with BAAs; remove or scope others away from PHI boards.
7. Harden notifications: reduce PHI in emails/push alerts; keep sensitive details inside the app.
8. Enable monitoring: turn on audit logging, review reports regularly, and document change-management steps.
9. Validate and train: run sample workflows, verify controls, and train staff on proper PHI handling.

Security Restrictions and Limitations

• Broadcast Feature Restrictions: disable dashboard broadcast and any “publish to web” or public view links that could reveal PHI.
• External sharing limits: prohibit public board views and restrict guest access to vetted partners under BAAs.
• Export controls: lock down CSV/Excel exports for PHI boards and monitor attachment downloads.
• Integration boundaries: prevent automations that email PHI or sync data to non-BAA apps and destinations.
• Naming hygiene: avoid PHI in titles, groups, or tags to reduce incidental exposure across search and notifications.
• Mobile safeguards: require managed devices, hidden notification previews, and rapid remote-wipe for lost phones.

FAQs

What is required to activate HIPAA compliance on monday.com?

You must execute a Business Associate Agreement with monday.com and have your account enabled for HIPAA by monday.com. After activation, apply the recommended security settings—SSO/MFA, private workspaces, restricted sharing, and audit logging—before creating or migrating PHI boards.

Which monday.com plans support HIPAA compliance?

HIPAA support is available on the HIPAA-Compliant Enterprise Tier. This tier provides the administrative, security, and auditing capabilities required to configure and operate monday.com in a HIPAA-aligned manner.

How does monday.com prevent PHI disclosure?

Prevention relies on a combination of platform controls and your policies: disable public/broadcast links, restrict guest access and exports, use private workspaces with least privilege, limit PHI in notifications, and monitor activity with audit logs. Integrations that could send PHI to non-BAA services should be blocked or isolated.

Are the mobile apps fully HIPAA compliant?

The mobile apps inherit your account’s HIPAA controls when HIPAA is activated, but device hygiene is essential. Enforce passcodes, encryption, and remote wipe, and configure notification previews to avoid exposing PHI on lock screens. With these safeguards, you can use the apps as part of a HIPAA-aligned workflow.