Who Must Be Trained Under the HIPAA Security Rule?

All workforce members of HIPAA covered entities and business associates who use, manage, support, supervise, approve, or have access to information systems that store, transmit, process, or support electronic Protected Health Information must receive HIPAA Security Rule training, including managers and other personnel who may not open patient records directly but can affect cybersecurity through email use, credentials, device access, software approvals, reporting decisions, workflow oversight, policy enforcement, or supervision of staff who handle regulated information.

HIPAA Security Rule Training Is Mandatory for All Staff in Scope

The HIPAA Security Rule states, “Implement a security awareness and training program for all members of its workforce (including management).” This language makes HIPAA security awareness training mandatory for the workforce of covered entities and business associates. It also expressly includes management. The inclusion of management matters because security risk does not only arise from staff who open patient charts or process claims. Managers approve workflows, authorize tools, supervise staff conduct, escalate incidents, and enforce policies.

The practical scope is broader than basic HIPAA Privacy Rule training. The HIPAA Privacy Rule is usually focused on staff whose work involves access to Protected Health Information. The HIPAA Security Rule applies to covered entities and business associates and requires security awareness training for all workforce members in the organization’s security environment. This is commonly applied to staff with access to any IT system, network, account, device, or workflow where electronic Protected Health Information is stored, transmitted, processed, or can be reached through connected systems. A maintenance employee who has no access to IT systems, no email account, no network credentials, and no ability to interact with systems storing electronic Protected Health Information would not ordinarily need HIPAA Security Rule training. A department manager who does not open patient records can still need training because the manager may use email, approve software, supervise staff who handle electronic Protected Health Information, receive security alerts, respond to incidents, or make decisions that affect secure workflows.

HIPAA Covered Entities and HIPAA Business Associates

Covered entities must train workforce members because they create, receive, maintain, or transmit Protected Health Information in care, payment, and healthcare operations. Hospitals, clinics, physician practices, dental practices, pharmacies, health plans, and healthcare clearinghouses may all have workforce members whose actions affect electronic Protected Health Information. Business associates must also provide HIPAA Security Rule training when their workforce members create, receive, maintain, or transmit electronic Protected Health Information on behalf of a covered entity. Billing companies, IT vendors, cloud service providers, managed service providers, consultants, law firms, accounting firms, claims processors, and other vendors may need training when their services involve electronic Protected Health Information. The HIPAA Security Rule is not limited to the clinical environment. A billing employee, help desk worker, account manager, software support employee, executive assistant, or supervisor at a business associate can create security risk through credentials, email, file transfer tools, messaging platforms, remote access, or unsafe handling of information.

Staff Who Need HIPAA Security Rule Training

HIPAA Security Rule training should be assigned to workforce members who use organizational email, log into applications, access shared drives, use workstations, handle mobile devices, approve technology, manage staff, support systems, process records, or interact with vendors that handle electronic Protected Health Information. Clinical employees need training because they access electronic Protected Health Information during patient care. Administrative staff need training because they use scheduling systems, billing systems, email, patient portals, forms, and document workflows. Managers need training because they supervise compliance with security policies and may influence decisions about devices, applications, reporting, and sanctions. IT and security personnel need training because they support access controls, audit logs, account management, incident response, and system configuration. Remote workers need training because home networks, personal spaces, mobile devices, and remote access tools create security concerns. Temporary workers and trainees need training when they receive access to systems or workflows that can affect electronic Protected Health Information. Contractors need training when they work under the direct control of the covered entity or business associate and interact with systems, devices, accounts, or information covered by the organization’s security policies.

Some workers may fall outside the practical training scope when they have no access to electronic Protected Health Information, no access to IT systems connected to electronic Protected Health Information, no organizational email account, no network credentials, no role in approving workflows, and no role in reporting or responding to security incidents.

Why HIPAA Security Rule Training Is Broader Than HIPAA Privacy Rule Training

HIPAA Privacy Rule training focuses on proper uses and disclosures of Protected Health Information. It is usually most relevant to staff who handle patient records, communicate with patients, process claims, manage authorizations, or make disclosure decisions. HIPAA Security Rule training has a wider operational reach because cyber risk can arise from any workforce member with access to systems that support electronic Protected Health Information. A staff member can expose credentials through phishing without opening a medical record. A manager can approve an unsafe messaging app without accessing a patient chart. An employee can introduce malware through a USB drive without intending to handle Protected Health Information. A remote worker can compromise access through an unsecured device or network. For this reason, the HIPAA Security Rule’s reference to “all members of its workforce (including management)” is treated as a broader workforce training obligation than training limited to people who directly use or disclose Protected Health Information.

Cybersecurity Training Focused on Medical Records

Cybersecurity training for healthcare staff should focus on the ways medical records are targeted, exposed, stolen, altered, or made unavailable. Medical records have value because they can support medical identity theft, tax fraud, Medicare fraud, fraudulent prescriptions, ransom demands, and resale. They also affect care delivery because unavailable or corrupted records can interfere with treatment decisions. The HIPAA Journal’s Cybersecurity Training for Healthcare Employees is suited to this requirement because it addresses healthcare specific threats rather than generic workplace cybersecurity. The course covers why healthcare records attract cybercriminals, how phishing and social engineering target staff, how business email compromise can spread through trusted contacts, how ransomware can disrupt access to patient information, and how staff conduct can prevent or worsen a security incident. The course also covers the operational behaviors tied to medical record security. Staff receive training on password security, personal devices, removable media, workstations, email, messaging, social media, technical safeguards, incident recognition, reporting duties, sanctions, and the consequences of data breaches. This focus gives covered entities and business associates a practical way to train employees who work around systems and workflows connected to electronic Protected Health Information.

PJ Murray

Author: PJ Murray

PJ Murray founded and is the publisher of The HIPAA Journal. He is committed to advancing the publication’s goal of promoting HIPAA compliance and safeguarding patient privacy by helping organizations and their employees better understand the regulations, as well as the importance of securing patient information and maintaining data security.  PJ has experience in software development, has earned an engineering degree, and specialises on the cybersecurity aspects of protecting medical records and training healthcare staff on HIPAA.