VaultStream — HIPAA-compliant marketing cloud

The CRM your compliance officer will approve.

Secure CRM, automated patient journeys, and two-way SMS and email in English and Spanish — all under a signed BAA, with PHI kept out of every ad platform. Built for FQHCs, STD and PrEP clinics, and urgent care across South Florida and the Southeast.

VaultStream console
BAA on file
Encrypted PHI
Audit log
Appointment reminders
EN / ES
No-show recovery
SMS + email
90-day re-test cadence
Automated
PHI never leaves the vault
15+
Clinics served across Florida and the Southeast
6
Integrated platforms in one connected stack
100%
HIPAA-compliant infrastructure, BAA included
What VaultStream does

One patient record. Every touchpoint. Nothing leaking out.

Most clinics run marketing on tools that were never designed to hold protected health information. VaultStream replaces the spreadsheet, the personal cell phone, and the consumer CRM with one system your privacy officer can actually sign off on.

🔐

Secure patient CRM

Encrypted contact records, visit history, and communication logs with role-based access. Front desk sees what front desk needs. Outreach sees what outreach needs.

🔁

Automated patient journeys

Appointment reminders, no-show recovery, PrEP refill nudges, and 90-day re-test cadences that run on their own instead of depending on whoever has a free minute.

💬

Two-way SMS and email, EN and ES

Patients reply in the language they speak and staff answer from one shared inbox. Every thread is logged against the patient record — not lost in someone's texts.

📝

BAAs and vendor controls

Signed Business Associate Agreements, documented access controls, and a clear record of which vendors touch which data — so an audit is a document request, not a scramble.

🛡️

PHI-safe advertising

Conversions are measured without pushing diagnoses, appointment types, or identifiers into ad platforms. You still get attribution. Meta and Google still get nothing they shouldn't.

📊

Reporting leadership can read

New patients, kept appointments, recovered no-shows, and channel performance in one view — the numbers your board and your grant reports actually ask for.

Journey: new PrEP patient
Day 0 — Intake confirmed
SMS
Day 1 — What to expect (ES)
Email
Day 6 — Reminder + directions
SMS
Day 8 — No-show recovery
Two-way
Logged to record
No PHI to ad platforms
How it works

Compliance sits underneath the marketing, not on top of it.

The usual failure is a clinic bolting a consumer CRM onto a healthcare workflow, then hoping nobody looks too closely. VaultStream is built the other way around: the data layer is locked down first, and the outreach tools are given only what they are allowed to see.

  • Patient records live in an encrypted store your team accesses by role, with every view and message written to an audit log.
  • Journeys trigger on operational events — booked, confirmed, missed, due for re-test — not on diagnosis fields that would turn a reminder into a disclosure.
  • Ad platforms receive de-identified conversion signals only, so you keep attribution without shipping PHI to Meta or Google.
  • Spanish is a first-class language, not an afterthought: templates, replies, and staff routing are bilingual from day one.
Launch

Live in 30 days, without a compliance fire drill.

You are not rebuilding your clinic around a new system. We migrate what you have, document what we touch, and turn journeys on one at a time.

  1. 1

    BAA and access review

    We sign the Business Associate Agreement, map who needs access to what, and document the vendors already touching patient data.

  2. 2

    Migration and cleanup

    Contacts come out of spreadsheets, personal phones, and legacy tools into one deduplicated record with consent and language preference attached.

  3. 3

    Journey build in EN and ES

    Reminders, no-show recovery, and re-test cadences are written for your service lines, reviewed by your team, and translated — not machine-dumped.

  4. 4

    Go live, then tune

    Journeys switch on in sequence so staff can absorb the reply volume. From there we review kept appointments and recovered no-shows every month.

Straight answers

The questions your privacy officer will ask first.

Is this actually HIPAA-compliant, or just “HIPAA-friendly”?

There is no certification body that blesses software as HIPAA-compliant, so treat that phrase with suspicion anywhere you see it. What we provide is the substance behind it: a signed BAA, encrypted storage and transport, role-based access, audit logging, and written documentation of how patient data moves between systems.

Can we still run Meta and Google ads?

Yes. What changes is what leaves your building. Instead of firing pixels that carry appointment types or identifiers, VaultStream reports de-identified conversion events. You keep cost-per-new-patient reporting; the ad platforms never receive protected health information.

What happens to the patient data we already have?

We inventory it first — including the spreadsheets and staff phones nobody lists on the org chart — then migrate, deduplicate, and attach consent status and language preference to each record. Anything we cannot establish consent for gets flagged rather than quietly mailed.

Are we locked into a long contract?

No. Engagements are month-to-month. If VaultStream is not producing kept appointments and recovered no-shows you can see in the reporting, you should not be paying for it.

Does our staff have to learn a whole new system?

Front-desk staff work out of one shared inbox for SMS and email in both languages. The automation runs behind it. Most teams are answering patient replies confidently within the first week of go-live.

Bring your compliance officer to the call.

Thirty minutes, no pitch deck. We will walk your current stack, show you where PHI is leaking today, and tell you plainly whether VaultStream is worth it for your clinic.