Designed for HIPAA-Compliant Use
The HIPAA-Compliant CRM Built for Medical Aesthetics
Aesthetix CRM is built for medical aesthetics, where marketing meets protected health information. Sign a Business Associate Agreement, configure your account properly, and run your lead follow-up and patient marketing on infrastructure designed for HIPAA-compliant use.
Trusted by Medical Aesthetics Practices Nationwide
How It Works
How Compliance Works at Aesthetix
HIPAA compliance is never automatic with any software. It comes from the right agreements, the right infrastructure, and the right configuration working together. Here is how that looks with Aesthetix CRM.
Sign Your BAA
Request your Business Associate Agreement with a quick e-sign flow, backed by a chain of BAAs between Aesthetix CRM and every infrastructure provider that handles your data.
Configure & Train
Set up user access controls and consent-aware workflows during onboarding, and align your team on their shared security responsibilities.
Market With Confidence
Run lead follow-up and patient campaigns on a platform where data is encrypted at rest and in transit and conversations are stored in a HIPAA-compliant manner.
Absolutely! We offer IV drips…
Is the Botox special still on?
Hi there! This is Natalie…
We charge $15 per unit for…
Can I reschedule my consult?
Thanks, see you Tuesday!
Secure Conversations
Patient Conversations, Stored Securely
SMS, email, and social messages land in one inbox and are stored in a HIPAA-compliant manner with encryption. Because standard channels like SMS have inherent transmission limits, Aesthetix supports the patient-consent framework practices use to text compliantly.
- Conversations stored with HIPAA-compliant encryption
- Patient communication-preference & consent framework
- Access controls over who sees which conversations
Consent-Aware Automation
Automation With Consent Built In
Nurture sequences, reminders, and campaigns run with opt-in consent and opt-out handling built into the workflow layer, including A2P-registered texting with compliant opt-in language.
- Opt-in consent captured at the form level
- Automatic opt-out handling across SMS and email
- A2P-registered texting for deliverability and compliance
Data Off Spreadsheets
Lead Management Without the Spreadsheet Risk
Patient and lead data stays encrypted, access-controlled, and auditable inside the platform instead of in exported spreadsheets, personal phones, and sticky notes.
- Data encrypted at rest and in transit
- Role-based access for staff accounts
- One system of record for lead and patient info
The BAA Chain
Compliance Through the Whole Stack
Your BAA with Aesthetix CRM is supported by BAAs between Aesthetix and each infrastructure provider that touches your data, so the compliance story holds from the form fill to the database.
- BAA chain across every infrastructure provider
- Server-side encryption with managed keys
- Attribution and reporting without exposing PHI
Your Compliant Growth Stack
Works With the EMRs Practices Trust
Aesthetix CRM is the marketing and communication layer beside your EMR: clinical records stay in the clinical system, while lead follow-up, campaigns, and attribution run on a platform designed for HIPAA-compliant use.
Zenoti
Boulevard
Mangomint
Meevo
AestheticsPro
Corral Data
ModMed
Nextech
PatientNow
4D EMR
DrChrono
CherryWhat Practice Owners Are Saying
Frequently Asked Questions
Is Aesthetix CRM HIPAA compliant?
Aesthetix CRM can be used in a HIPAA-compliant manner and is designed for this use. Compliance is conditional: it requires a signed Business Associate Agreement, proper account configuration, and your practice upholding its own security responsibilities. Our full HIPAA compliance overview covers the details.
Do you sign a Business Associate Agreement (BAA)?
Yes. If your practice is a Covered Entity and will process PHI in Aesthetix CRM, a signed BAA is required. Request one by emailing support@aesthetixcrm.com for an e-sign link. Your BAA is backed by a chain of BAAs between Aesthetix CRM and each infrastructure provider that handles your data.
Is texting patients through the CRM HIPAA compliant?
SMS, email, and social messages are standard (non-secure) communications: they're stored in the platform in a HIPAA-compliant manner, but the security of SMS transmission itself can't be fully guaranteed by any provider. Practices handle this by establishing patient communication preferences and consent. Aesthetix supports that framework, and our compliance overview includes consent guidance.
Are the AI features HIPAA compliant?
AI features are not approved for processing Protected Health Information. They're designed for productivity and communication assistance, and PHI should not be entered into AI chats or prompts. We maintain BAAs with our AI vendors and continually review safeguards as guidance evolves.
What is my practice responsible for?
HIPAA compliance is shared. Aesthetix CRM provides the infrastructure, encryption, and agreements; your practice is responsible for proper configuration, user access management, staff training, and using features consistent with your own policies. The compliance overview lists these responsibilities in full.
Full details, the patient-consent template, and the BAA process live in our HIPAA Compliance Overview and Data Processing Agreement. Exploring the whole platform? Start with the med spa software overview.
Talk Through Compliance on a Demo
Book a demo and we'll walk through the BAA, configuration, and how aesthetic practices run compliant lead follow-up and marketing on Aesthetix CRM.
