Last verified: October 22, 2026, against monday.com's BAA, trust center and pricing pages. General information, not legal advice.
Is monday.com HIPAA compliant? Only in one setup: an Enterprise-tier account with monday.com's HIPAA compliance feature switched on, which is the moment its business associate agreement (BAA) takes effect. On the Free, Basic, Standard and Pro plans the BAA doesn't apply, so patient information doesn't belong there. About 90 people a month in the US search this exact question, and advertisers pay around $20.09 a click to answer it (Google Ads Keyword Planner data via DataForSEO, US, 12-month average to Sep 2026).
Short answer from monday.com's own documentation
Short answer (verified October 2026): monday.com publishes a HIPAA Business Associate Agreement (opens in a new tab) subtitled "For Enterprise Plan with HIPAA Compliance Feature Enabled." It says the BAA "shall only apply to you if you are using the enterprise tier subscription and have enabled the HIPAA compliance feature on the Platform," and that it becomes effective on clicking "I Accept" when an admin enables that feature. No other plan is covered.
What we checked, and what we couldn't:
- The BAA page, last updated February 7, 2022. It is the only monday.com page that states the conditions.
- The trust center (opens in a new tab), which lists a "HIPAA Business Associate Agreement" among its privacy programs but adds no terms.
- The pricing page (opens in a new tab), which shows HIPAA as a feature of monday CRM's Ultimate tier and monday service's Enterprise plan.
- monday.com's HIPAA help-center article refused our request (HTTP 403), so this page doesn't describe the in-product HIPAA settings. Ask your account rep for that list before you go live.
What HIPAA requires before patient information goes in
HIPAA lets your practice allow a vendor to "create, receive, maintain, or transmit protected health information on its behalf" only after getting "satisfactory assurance" that the vendor will safeguard it (45 CFR 164.502(e) (opens in a new tab)). Those assurances must be in a written contract that meets 45 CFR 164.504(e) (opens in a new tab): limits on use, appropriate safeguards, breach reporting, the same terms for subcontractors, and return or destruction of data at the end. That contract is the BAA.
A BAA is the entry ticket, not compliance. It covers what monday.com does with the data. What your staff put on boards, who can see them and which apps are connected is still your job. Our guide to business associate agreements explains what a good one should contain.
monday.com's BAA spells out part of your side too. The practice must provide only the minimum PHI (protected health information) needed for a task, must have authority to bind the practice, and "if you do not agree to this BAA, please do not provide us or give us access to PHI."
The free marketing audit reads your public website and flags privacy risks such as ad pixels on patient forms.
Which monday.com plans a BAA can cover
| monday.com work management plan | Listed price (per seat, per month, billed annually) | BAA applies? |
|---|---|---|
| Free | $0, up to 2 seats | No |
| Basic | $9 | No |
| Standard | $12 | No |
| Pro | $19 | No |
| Enterprise | Custom quote | Yes, once the HIPAA compliance feature is enabled |
Prices from monday.com's pricing page, October 22, 2026.
The BAA defines the covered service broadly as "the cloud-based work operating system platform." It doesn't name monday work management, monday CRM or monday service separately. If you plan to use more than one product, have your rep confirm in writing that each one sits under your Enterprise BAA.
Activation, as the BAA describes it:
- Move the account to the Enterprise tier (quote through sales).
- Read the BAA. You may countersign the online version through DocuSign.
- An admin enables the HIPAA compliance feature and clicks "I Accept." That click is the effective date, even if you signed through DocuSign earlier.
- Save a dated copy of the accepted BAA with your other vendor agreements.
Using work-management boards for patient workflows
Boards make patient data easy to create without noticing. An item called "M. Lopez, post-op check, call re: incision" pairs an identifier with care, which makes it PHI. So does a file column holding a referral letter, or an update thread where staff discuss a patient's balance.
Integrations are the bigger gap. monday.com's BAA says its platform connects to third-party services "that may or may not be compliant with HIPAA," that those providers "are not business associates of monday.com," and that you are responsible for any PHI exchanged with them. An email, chat or automation integration on a patient board moves data outside monday.com's BAA.
Practical rules for an Enterprise account with the feature on:
- Keep patient boards in their own workspace, with membership limited to the staff who need them.
- Put the minimum on the board: a task and a reference back to the EHR, not the clinical story.
- Leave the chart in the EHR. A board is a to-do list, not the medical record.
- Turn off any integration on patient boards unless that third party has its own BAA with you.
Safe uses and unsafe uses for a practice
| Use | Plan | Verdict |
|---|---|---|
| Content calendar, ad campaigns, website redesign, no patient names | Any | Safe: no PHI |
| Staff onboarding, credentialing deadlines, equipment maintenance | Any | Safe if no patient details creep in |
| Prior-authorization or referral follow-ups listed by patient name | Free to Pro | Unsafe: no BAA |
| The same follow-ups, minimum detail, restricted workspace | Enterprise, feature on, BAA accepted | Workable with access controls |
| Website form submissions piped into a board by an automation tool | Any | Unsafe unless every tool in the chain is under a BAA |
| Lead tracker noting "asked about Botox" next to a name | Free to Pro | Unsafe: treat inquiries tied to a person as PHI |
Safer setup or alternatives
If monday.com is already your operations hub, the cleanest split is often by data, not by tool. Run marketing, hiring, facilities and projects on whatever plan suits you, and keep anything about a specific patient in the EHR or practice management system you already have a BAA with. Upgrade to Enterprise only if a real patient workflow needs a board.
Weighing other tools? Our Asana and Notion verdicts apply the same test, and the HIPAA and marketing software hub collects every tool we've checked.
Medfy doesn't sell or resell monday.com. It covers a narrower piece of the puzzle: patient information collected on your website. Medfy signs a BAA with each practice before any patient data flows, and form and chat submissions are kept in separate, encrypted HIPAA databases in the US or Canada rather than copied onto boards. Read how Medfy handles patient data.
This is general information, not legal advice. Confirm how it applies to your practice with a qualified advisor.
Frequently asked questions
Will monday.com sign a BAA?
Yes, for one configuration only. monday.com's published BAA applies to customers on the Enterprise tier who have enabled the HIPAA compliance feature, and it takes effect when an admin clicks "I Accept" while turning that feature on. You can also countersign the online version through DocuSign. On the Free, Basic, Standard and Pro plans the BAA does not apply. Verified October 2026.
Is the free version of monday.com HIPAA compliant?
No. monday.com's BAA applies only to Enterprise-tier subscriptions with the HIPAA compliance feature enabled, so the Free plan, which allows up to two seats, has no BAA. Without one, a practice can't put patient information into the account. The Free plan is fine for marketing calendars, staff projects and other work that never names a patient or describes their care.
Can a practice use monday.com without patient information?
Yes. If no protected health information goes in, HIPAA's business associate rules don't come into play, and any plan works. That covers content calendars, ad campaign tracking, website projects, hiring and equipment schedules. The risk is drift: a callback list with names and reasons, or an integration that copies form submissions into a board. Write a one-line rule for staff and spot-check boards every quarter.
What is a HIPAA-compliant alternative to monday.com?
No tool is compliant on its own; what counts is a BAA that covers your plan, plus careful setup and use. Many practices keep patient tasks in the EHR or practice management system they already have a BAA with, and use monday.com only for work that never involves patients. If you need a work-management tool for patient data, get the vendor's BAA in writing for your exact plan.