Privacy and marketing · Updated October 4, 2026
Telehealth privacy and health-marketing checklist.
A branded telehealth funnel touches business, marketing, platform, and care systems. Before launch, map where information goes, which parties receive it, what marketing tools can see, and who is accountable for claims and disclosures.
01
Map data before choosing tools.
List every form, field, script, integration, inbox, dashboard, and destination. Identify whether information is ordinary business contact data or potentially sensitive health information, and keep the public commercial inquiry limited to business context.
HHS telehealth privacy guidance02
Limit access and define purpose.
Ask which people and systems need each data element, why they need it, how access is authorized, how activity is logged, and when information is retained or deleted. Avoid collecting information simply because a form makes it possible.
03
Separate acquisition analytics from care workflows.
Use marketing analytics for page and conversion events that do not contain patient names, medical histories, treatment questions, or other sensitive content. Design patient intake and care communications in systems intended for those purposes.
04
Evaluate the net impression of every health claim.
The FTC explains that both express and implied health claims must be truthful, not misleading, and adequately supported. Review headlines, visuals, testimonials, qualifications, and disclosures together rather than treating fine print as a repair for an overstated message.
FTC health-products compliance guidance05
Document approvals and incident ownership.
Define who approves marketing, who manages privacy questions, who responds to incidents, how partners notify one another, and which records demonstrate that the agreed process was followed.