BAA guide

Is Smartsheet HIPAA compliant?

Plan by plan, from Smartsheet's own pages.

Only on a plan where the vendor signs a BAA. Smartsheet is not HIPAA compliant on its own. Enterprise Plan: Smartsheet says PHI is allowed only on PHI Eligible Services after a BAA is executed. Contact your account manager or Sales to sign one. Pro Plan: no BAA. Smartsheet lists the Pro Plan as a PHI ineligible service. Business Plan: no BAA. Smartsheet lists the Business Plan as a PHI ineligible service. Trials: no BAA. Smartsheet lists trials as a PHI ineligible service.

Checked against Smartsheet's own pages, linked in the table.

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Which Smartsheet plans sign a BAA

PlanBAAConditionWhat the vendor page says
Enterprise PlanBAA only if the condition is metSmartsheet says PHI is allowed only on PHI Eligible Services after a BAA is executed. Contact your account manager or Sales to sign one.Customers are only permitted to upload PHI into the Subscription Services if (1) using PHI Eligible Services and (2) they have executed a Business Associate Agreement (BAA) with Smartsheet.help.smartsheet.com
Pro PlanNo BAASmartsheet lists the Pro Plan as a PHI ineligible service.PHI ineligible services ... Smartsheet Trials, Pro Plan, Business Planhelp.smartsheet.com
Business PlanNo BAASmartsheet lists the Business Plan as a PHI ineligible service.PHI ineligible services ... Smartsheet Trials, Pro Plan, Business Planhelp.smartsheet.com
TrialsNo BAASmartsheet lists trials as a PHI ineligible service.PHI ineligible services ... Smartsheet Trials, Pro Plan, Business Planhelp.smartsheet.com

Rivvi

HIPAA BAA included

Rivvi's free organization plan (you and 2 colleagues) includes a HIPAA BAA, e-signed in the app before any patient data moves. The free personal plan is public information only.

Questions

Does Smartsheet sign a BAA?

Yes, for the Enterprise Plan. Smartsheet says Enterprise Plan customers in healthcare can use Smartsheet with certain types of PHI after executing a BAA with Smartsheet.

How do we get a BAA from Smartsheet?

Smartsheet says to contact your Smartsheet account manager or submit the Smartsheet for Healthcare form to reach its Sales team.

Can we use PHI on Smartsheet Pro or Business?

No. Smartsheet lists Trials, the Pro Plan, and the Business Plan as PHI ineligible services. It also lists EAP members on any plan and Brandfolder as ineligible.

Source: Smartsheet's own pages, linked in the table. Checked . Last updated . How Rivvi sources data. Spot an error? hello@rivvi.ai.

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