Important: Do Not Include PHI in SalesMail Videos

Important: Do Not Include PHI in SalesMail Videos

At SalesMail, we take privacy and security seriously. To help protect your organization, your clients, and the individuals you serve, it’s important to understand what should not be recorded or shared in a SalesMail video.

SalesMail Videos Are Not Password Protected

SalesMail videos are designed to be easy to view and share. Because of this:

  • SalesMail videos are not password protected

  • Anyone who receives a video link can view it

  • A recipient could forward the video link to someone else

  • Anyone with the link could access the video

For these reasons, SalesMail should never be used to record or share Protected Health Information (PHI).


What Is PHI?

PHI (Protected Health Information) includes any information that can identify an individual and relates to their health or healthcare services, such as:

  • Patient or resident names tied to medical details

  • Diagnoses, conditions, or treatment information

  • Medical record numbers

  • Insurance details

  • Any other personally identifiable health information


What You Should Not Record

Do not record SalesMail videos that include:

  • Patient medical details

  • Health updates, diagnoses, or care plans

  • Insurance or billing information tied to an individual

  • Any sensitive or confidential health-related information

Even if the video is intended for a specific person, SalesMail videos should always be treated as shareable content.


What Is Appropriate to Record

SalesMail is ideal for:

  • General information and introductions

  • Tour follow-ups and scheduling messages

  • Educational or informational content that does not include PHI

  • Marketing, outreach, and relationship-building videos

  • Operational or non-medical communication


Best Practice Recommendation

If a message includes PHI or sensitive personal health information:

  • Use your organization’s HIPAA-compliant communication tools

  • Avoid recording or sharing that information via video

If you’re unsure whether something is appropriate to include in a video, it’s best to leave it out.

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