Healthcare Tools
Healthcare Tools

Is Smartsheet HIPAA Compliant?

May 28, 2025

Smartsheet is a popular tool for managing projects and tasks, but when it comes to handling sensitive information like patient health data, things can get a bit tricky. Many healthcare organizations wonder whether Smartsheet is up to the task when it comes to HIPAA compliance. In this article, we'll explore what HIPAA compliance entails, how Smartsheet fits into that picture, and what steps you might need to take if you're considering using it for healthcare-related tasks.

What Is HIPAA and Why Does It Matter?

Before we get into the specifics of Smartsheet, let's talk about HIPAA. The Health Insurance Portability and Accountability Act, or HIPAA, was enacted in 1996 to protect sensitive patient information. It sets the standard for how healthcare providers, insurers, and others must handle protected health information (PHI). If you're in the healthcare field, you know HIPAA is more than just a set of guidelines—it's a legal requirement that can have serious consequences if not followed properly.

HIPAA compliance is crucial for any organization that deals with PHI. This includes hospitals, clinics, and even third-party service providers who might come into contact with this type of information. Non-compliance can result in hefty fines, not to mention damage to your reputation.

So, what exactly does HIPAA require? At its core, HIPAA demands that PHI is kept confidential and secure. This means that organizations must implement both physical and electronic safeguards to protect this information. It also involves ensuring that anyone who might access PHI is properly trained and that appropriate agreements are in place with any third-party vendors.

Understanding Smartsheet's Functionality

Smartsheet is a versatile platform designed for work management and collaboration. It allows users to create spreadsheets, assign tasks, set deadlines, and track progress. It's particularly popular in project management and is used across various industries, from marketing and finance to education and healthcare.

But how does it work? Essentially, Smartsheet operates much like a spreadsheet, but with additional features that facilitate team collaboration. You can share sheets with team members, leave comments, set reminders, and automate workflows. It's a centralized hub that helps teams stay organized and on track.

Because of its flexibility, Smartsheet is appealing to healthcare organizations looking to streamline operations. Whether you're managing patient appointments, tracking medication inventory, or coordinating staff schedules, Smartsheet offers a range of tools to make these tasks more manageable.

However, with all these capabilities, one question remains: Is Smartsheet suitable for handling PHI under HIPAA regulations? Let's look at what Smartsheet says about its compliance with HIPAA.

Smartsheet's Stance on HIPAA Compliance

Smartsheet has been proactive about addressing HIPAA compliance concerns. According to their official resources, Smartsheet is not inherently HIPAA compliant. That means if you're planning to use it for managing PHI, you need to be cautious and take additional steps to ensure compliance.

Smartsheet does offer a HIPAA-compliant environment called Smartsheet Gov. This version is designed specifically for government and healthcare organizations needing to meet strict regulatory requirements. Smartsheet Gov provides enhanced security features and meets the necessary certifications to comply with HIPAA.

For most users, the standard version of Smartsheet does not automatically include the safeguards required for HIPAA compliance. This doesn't mean you can't use it in a healthcare setting, but it does mean you'll need to be diligent about how you use it and what data you choose to store.

Steps to Make Smartsheet HIPAA Compliant

If you're determined to use Smartsheet while adhering to HIPAA guidelines, there are several steps you can take to bolster its compliance:

  • Sign a Business Associate Agreement (BAA): A BAA is a contract that outlines how PHI will be handled and protected when shared with third-party vendors. Smartsheet offers BAAs for its Gov version, but you should verify this for your specific needs.
  • Limit PHI in Smartsheet: One straightforward way to reduce risk is to avoid storing PHI in Smartsheet altogether. Use it for tasks and information that don't involve sensitive patient data.
  • Implement Access Controls: Ensure that only authorized personnel have access to your Smartsheet account. This might involve setting up role-based permissions and regularly reviewing who has access.
  • Use Encryption: Encrypt data both at rest and in transit. Smartsheet provides options for encryption, but you'll need to ensure these are enabled and configured correctly.
  • Regular Audits and Training: Conduct regular audits of your Smartsheet usage to ensure compliance. Also, provide ongoing training for staff to ensure they understand HIPAA requirements and how to use Smartsheet safely.

By taking these steps, you can help reduce the risk of non-compliance and protect your patients' sensitive information.

Alternatives to Smartsheet for HIPAA Compliance

While Smartsheet can be adapted for HIPAA compliance with some effort, you might be wondering if there are alternatives better suited for healthcare environments. Fortunately, there are several other platforms designed specifically with HIPAA compliance in mind:

  • Microsoft 365: Microsoft's suite of tools includes options for secure data storage and collaboration, with full support for HIPAA compliance. Their cloud services come with BAAs and robust security features.
  • Box: Box is a cloud storage and collaboration platform that offers HIPAA compliance. It's particularly popular in healthcare for its ease of use and strong security measures.
  • Google Workspace: Formerly known as G Suite, Google Workspace is another option that provides a HIPAA-compliant environment with a signed BAA.

These alternatives might be worth considering if you're looking for a more straightforward path to HIPAA compliance without the additional steps required when using Smartsheet.

Real-World Example: Using Smartsheet in Healthcare

Let's take a look at a real-world scenario where Smartsheet might be used in a healthcare setting. Imagine a small clinic using Smartsheet to manage staff schedules and inventory, but not for storing PHI. Here's how they might go about it:

The clinic's administrator sets up a Smartsheet to track employee shifts and vacation days. They use color-coding to differentiate between different types of leave and set up automatic alerts to remind staff about upcoming shifts. This way, the clinic ensures smooth operations without touching any sensitive patient information.

For inventory management, the clinic uses Smartsheet to keep tabs on medical supplies. The administrator assigns tasks to staff members responsible for ordering new supplies and tracks the status of each order. Again, no PHI is involved, making it a safe and efficient use of the platform.

This example illustrates how Smartsheet can be a valuable tool in healthcare when used thoughtfully and with an understanding of HIPAA requirements.

Potential Pitfalls and Considerations

While Smartsheet can certainly be adapted for healthcare use, there are potential pitfalls to be aware of. For one, it's easy to fall into the trap of thinking that a business associate agreement alone is enough to ensure compliance. In reality, HIPAA compliance is an ongoing process that requires vigilance and dedication.

Another consideration is the risk of human error. Even with strict protocols in place, mistakes can happen. For example, an employee might accidentally enter PHI into a Smartsheet, or share access with unauthorized personnel. Regular training and audits can help mitigate these risks, but they're not foolproof.

Finally, it's important to consider the limitations of Smartsheet itself. While it's a powerful tool, it wasn't designed specifically for healthcare, and there may be scenarios where its capabilities fall short. In such cases, it might be worth exploring other options better suited to your specific needs.

Security Measures in Smartsheet

Smartsheet does offer a range of security features to help protect your data. These include encryption, access controls, and audit logs. However, it's crucial to ensure these features are properly configured and used consistently.

Encryption is a key component of data security, and Smartsheet provides options for encrypting data both at rest and in transit. This means your information is protected from unauthorized access, whether it's stored on Smartsheet's servers or being transmitted over the internet.

Access controls are another important aspect of security. Smartsheet allows you to set up role-based permissions, so only authorized users can access certain data. It's a good practice to regularly review these permissions and adjust them as necessary to maintain security.

Audit logs provide a record of who accessed what data and when. This can be invaluable in the event of a security incident, as it allows you to trace the source of the issue and take corrective action.

Balancing Convenience with Compliance

One of the challenges healthcare organizations face is balancing convenience with compliance. Tools like Smartsheet offer a lot of conveniences, but they also come with risks that need to be carefully managed.

It's important to weigh the benefits of using Smartsheet against the potential risks. In some cases, the convenience it offers might outweigh the extra steps needed for HIPAA compliance. In other cases, the risk might be too great, and alternative solutions should be considered.

Ultimately, the decision to use Smartsheet in a healthcare setting should be based on a thorough understanding of both the tool's capabilities and the specific needs of your organization. By taking the time to assess these factors, you can make an informed decision that best supports your goals while ensuring compliance with HIPAA regulations.

Final Thoughts

Navigating HIPAA compliance can be challenging, especially when using tools like Smartsheet that weren't specifically designed for healthcare. However, with careful planning and the right precautions, it's possible to use Smartsheet effectively while staying compliant. If your focus is on reducing administrative burdens without compromising security, consider Feather. Our HIPAA-compliant AI assistant helps streamline documentation and compliance tasks, letting you focus more on patient care. It's a practical solution for healthcare professionals looking to manage their workload efficiently and securely.

Feather is a team of healthcare professionals, engineers, and AI researchers with over a decade of experience building secure, privacy-first products. With deep knowledge of HIPAA, data compliance, and clinical workflows, the team is focused on helping healthcare providers use AI safely and effectively to reduce admin burden and improve patient outcomes.

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