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HIPAA-Compliant Case Management Software

Protecting sensitive client data isn’t optional for nonprofits—it’s mission‑critical. Sumac is a PIPEDA & HIPAA‑compliant case management software designed specifically for nonprofits.

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Hipaa Compliant Case Management Software

Why HIPAA Compliance Matters for Nonprofit Case Management

If your organization works in healthcare, mental health, housing, or social services, you likely manage protected health information (PHI) and you may be considered a Covered Entity or Business Associate under HIPAA.
HIPAA compliance isn’t just a legal requirement—it’s critical for: 
Sumac plays a central role in meeting these obligations.

How Sumac Supports HIPAA Compliance

Instead of forcing nonprofits to piece together security tools, Sumac includes the safeguards organizations expect from HIPAA-compliant case management software.

Secure Data Storage & Transmission

  • Encrypted data at rest and in transit
  • Secure, professionally managed cloud infrastructure
  • Ongoing system monitoring and updates

Role-Based Access Controls

  • Custom user roles and permissions
  • Access limited by job function
  • Ability to restrict sensitive records and fields

Audit Trails & Accountability

  • Detailed logs of user activity
  • Tracking for record access and changes
  • Support for audits and compliance reviews

Data Integrity & Availability

  • Regular system backups
  • Data integrity safeguards
  • Reliable uptime and disaster recovery planning

From secure data storage to role‑based access controls, Sumac helps nonprofits confidently meet HIPAA requirements in the United States and PIPEDA obligations in Canada, without adding operational complexity.

Sumac HIPAA Compliant Case Management Software

Why Nonprofits Choose Sumac

Nonprofits don’t just choose Sumac because it is secure, HIPAA-compliant case management software, but because it’s:

Designed specifically for nonprofit case management

An all-in-one, customizable

Backed by top-rated, live support

Sumac lets your team focus on impact—without compromising data privacy or security.

PIPEDA Compliance for Canadian Nonprofits

For Canadian nonprofits, data privacy obligations fall under the Personal Information Protection and Electronic Documents Act (PIPEDA). Sumac supports PIPEDA compliance by helping organizations:

Protect personal information with strong security safeguards

Protect personal information with strong security safeguards

Limit access based on role and responsibility

Maintain data accuracy and integrity

Support transparency and accountability

Societ brings decades of experience supporting Canadian nonprofits’ unique regulatory environment.
Sumac is a great, safe platform that’s HIPAA-friendly, which helps us with the privacy of our clients.

Capterra Reviewer
West Coast Kids Cancer Foundation Case Study Sumac Nonprofit Case Management Software

Ready for Secure, Compliant Case Management?

If your nonprofit needs HIPAA‑compliant case management software (or PIPEDA-compliant), contact us today!

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HIPAA Compliance Checklists

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