How to Secure Your Microsoft Purview for HIPAA

Learn essential tips to secure Microsoft Purview for HIPAA compliance, safeguard patient data, and protect your healthcare organization.

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Reviewed by Content Team

Daniel Goren, Head of Content

Updated June, 19

Guide

How to Secure Your Microsoft Purview for HIPAA

 

How to Secure Your Microsoft Purview for HIPAA Compliance and Get the HIPAA Badge/Seal

 

Successfully securing your Microsoft Purview for HIPAA is vital if your organization stores, processes, or transmits protected health information (PHI) in Microsoft 365, Azure, or any connected Microsoft environment. Here’s a detailed, accessible breakdown of how to secure your Purview instance to meet HIPAA requirements, how to get the HIPAA badge or compliance seal, and what’s critical for passing HIPAA audits.

  • Understand HIPAA and Microsoft Purview
    HIPAA (Health Insurance Portability and Accountability Act) requires strict privacy and security controls over PHI. Microsoft Purview is a security and compliance suite that helps organize, monitor, and protect data across Microsoft services. Ensuring HIPAA compliance means configuring Purview so that PHI is always secure and auditable.
  • Core Steps to Secure Microsoft Purview for HIPAA
    • Access Controls and Identity Management: Set up strong user authentication with Azure Active Directory. Use Multi-Factor Authentication (MFA) for all users with access to PHI. Limit access to sensitive data using “least privilege” – only authorized personnel should be able to view or process PHI.
    • Data Classification and Labeling: Use Microsoft Purview’s classification features to automatically detect, label, and secure PHI across your environment. This ensures sensitive data is never accidentally shared or left unprotected.
    • Information Protection Policies: Apply Data Loss Prevention (DLP) and encryption policies for all PHI. DLP rules stop unauthorized sharing. Encryption at rest and in transit keeps data safe even if breached.
    • Audit Logs and Monitoring: Turn on detailed auditing in Purview. Set up automated alerts for any suspicious access to PHI. Retain logs securely for at least 6 years, as HIPAA requires.
    • Business Associate Agreement (BAA) with Microsoft: Make sure your organization has signed a BAA with Microsoft. This legal document is mandatory under HIPAA to process PHI in Microsoft cloud services.
    • Incident Response and Breach Notification: Have a clear incident response playbook in Purview. Test and rehearse breach scenarios so you know exactly how to react and notify if needed.
  • Documentation and Training
    • Document all policies, access controls, risk assessments, and incident plans as HIPAA requires.
    • Regularly train staff on handling PHI, using Purview security, and on what constitutes a data breach.
  • Getting the HIPAA Compliance Badge/Seal
    • Microsoft Purview is a tool, but compliance is your responsibility. After configuring security as above, request a HIPAA readiness assessment from a consulting specialist like OCD Tech. They can guide you in performing a ‘gap analysis’ and help fix any issues found.
    • Pass an external audit or attestation, which proves your configuration meets HIPAA’s Security and Privacy Rules. Consultants such as OCD Tech provide these readiness assessments and support.
    • A successful assessment or audit lets you formally claim HIPAA compliance and gives you the documentation to show regulators or business partners. They can help you with “how to get How to Secure Your Microsoft Purview for HIPAA badge/seal” steps in detail, ensuring every requirement is met.
  • Key HIPAA Audit Items in Purview
    • Evidence of restricted access controls and documented permissions for PHI
    • Records of data classification, labeling, and ongoing monitoring
    • Configurations showing encryption is active for all PHI
    • Up-to-date audit logs, incident response plans, and staff training proof
  • Why Consider a Consulting Partner for HIPAA Compliance?
    • Consulting firms like OCD Tech provide readiness assessments, policy templates, configuration reviews, and pre-audit checklists. Their guidance keeps you on track, saves time, and lowers risk of audit failure.

Achieve HIPAA on Microsoft Purview—Fast & Secure

Don’t let security gaps slow you down. Partner with OCD Tech’s seasoned cybersecurity experts to tailor a robust, framework-aligned protection plan for your Microsoft Purview. From uncovering hidden vulnerabilities to mapping controls against HIPAA, we’ll streamline your path to certification—and fortify your reputation.

What is...

What is HIPAA? Understand how HIPAA protects patient privacy. What is Microsoft Purview? Learn about Microsoft's solution for compliance and data governance.

What is Microsoft Purview

 

What is Microsoft Purview?

 

Microsoft Purview is a comprehensive data governance and compliance platform within Microsoft 365 that helps organizations discover, classify, manage, and protect sensitive data across cloud and on-premises environments. With deep integration into Azure and Microsoft 365, Purview empowers healthcare institutions to meet HIPAA compliance requirements through powerful capabilities like:

  • Automated data discovery and classification to identify PHI and other sensitive information.
  • Advanced data loss prevention and data labeling policies that safeguard information in transit and at rest.
  • Integrated audit and monitoring tools that give visibility into how data is accessed, shared, and managed—including for regulatory reporting.

What is HIPAA

 

What is HIPAA?

 

The Health Insurance Portability and Accountability Act (HIPAA) sets the standard for protecting sensitive patient health information in the United States. HIPAA compliance is critical for organizations handling electronic protected health information (ePHI), requiring them to implement necessary administrative, physical, and technical safeguards. Key points include:

  • Confidentiality: Ensuring ePHI is not disclosed to unauthorized individuals or entities.
  • Integrity: Protecting health data from being altered or destroyed in an unauthorized manner.
  • Availability: Guaranteeing that health information is accessible to authorized persons when needed.
  • Security Rule: A specific provision outlining requirements for securing ePHI, especially in cloud and hybrid environments like Microsoft Purview.

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Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

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