Requirement guide · US federal
HIPAA training requirements: Privacy and Security Rules
Who needs it, what it must cover, how often, and what to document. Based on the Privacy Rule at 45 CFR 164.530(b) and the Security Rule at 45 CFR 164.308(a)(5).
The short answer
- Who
- All workforce members: employees, volunteers, trainees and others under your direct control, paid or not. Security training explicitly includes management
- When
- New workforce members within a reasonable period after joining, and affected staff within a reasonable period after a material policy change
- What
- Privacy Rule: your policies and procedures on protected health information. Security Rule: a security awareness and training programme
- How often
- No fixed annual interval in the current rules. The Security Rule also expects periodic security reminders
- Records
- Document that training happened and keep it for 6 years
Who needs the training
HIPAA applies to covered entities (health plans, healthcare clearinghouses, and healthcare providers that transmit health information electronically in connection with a HIPAA transaction) and their business associates. Inside those organisations, the duty is to train the workforce. Under 45 CFR 160.103 that means employees, volunteers, trainees and other people whose work is under your direct control, whether or not you pay them.
The Privacy Rule, 45 CFR 164.530(b)(1), requires a covered entity to train all members of its workforce. The Security Rule, 45 CFR 164.308(a)(5)(i), requires a security awareness and training programme for all members of the workforce "including management".
Business associates
Business associates must comply with the Security Rule directly (45 CFR 164.302), so the security awareness and training standard in 164.308(a)(5) applies to them and their workforce.
The Privacy Rule training standard in 164.530(b) is written for covered entities. A business associate's privacy obligations come mainly through its business associate agreement: where it carries out a covered entity's Privacy Rule obligation, it must meet the requirements that apply to the covered entity for that work (45 CFR 164.504(e)(2)(ii)(H)). Many agreements also require training directly, so check yours.
What the training must cover
Privacy Rule. Staff must be trained on your policies and procedures for protected health information, "as necessary and appropriate" for their job (164.530(b)(1)). So content should follow your own policies, and can differ by role. Typical topics: what counts as PHI, when it can be used or disclosed, the minimum necessary standard, patient rights and how to report a privacy incident.
Security Rule. Section 164.308(a)(5)(ii) lists four implementation specifications for the training programme:
- Security reminders: periodic security updates
- Protection from malicious software: guarding against, detecting and reporting it
- Log-in monitoring: monitoring log-in attempts and reporting discrepancies
- Password management: creating, changing and safeguarding passwords
All four are addressable. That does not mean optional. Under 164.306(d)(3) you must assess each one, implement it if reasonable and appropriate, or document why not and implement an equivalent alternative where reasonable and appropriate.
We publish separate templates for the Privacy Rule and for Security awareness, because the content is different.
How often
The Privacy Rule sets three points in time (164.530(b)(2)(i)):
- Every workforce member by the organisation's compliance date
- Each new workforce member within a reasonable period of time after joining
- Each workforce member whose functions are affected by a material change in policies or procedures, within a reasonable period after the change takes effect
Neither rule sets a fixed annual refresher. Many organisations train every year anyway, and some contracts require it. The Security Rule's "security reminders" specification also points to ongoing, periodic updates rather than a single session.
HHS proposed changes to the Security Rule in January 2025 (90 FR 898). It is still a proposal: no final rule had been published in the Federal Register when we last reviewed this page. Until a final rule takes effect, the current text applies.
Can it be done online?
The rules don't prescribe a format. Online, classroom or blended training can all work, as long as it covers your policies and procedures as they apply to each person's job and you can document that it was provided. A live Q&A session is a practical way to cover workplace-specific questions.
Who can deliver it
HIPAA doesn't require a certified trainer. You must designate a privacy official responsible for developing and implementing your privacy policies and procedures (164.530(a)(1)(i)) and a security official with the same role for security (164.308(a)(2)). In practice they own the training content, even if someone else delivers it.
What records to keep
You must document that Privacy Rule training was provided (164.530(b)(2)(ii)). Documentation must be kept, in written or electronic form, for six years from the date it was created or the date it was last in effect, whichever is later (164.530(j)(2)). The Security Rule sets the same six-year retention for its required documentation (164.316(b)(2)(i)).
A useful training record shows who was trained, when, on which version of your policies, and how. Keep the training materials too, since they show what was covered.
Sources
- 45 CFR 164.530, Administrative requirements (Privacy Rule training and documentation)
- 45 CFR 164.308, Administrative safeguards (security awareness and training)
- 45 CFR 164.306, Security standards: general rules (addressable specifications)
- 45 CFR 164.316, Policies and procedures and documentation requirements
- 45 CFR 164.302, Applicability of the Security Rule
- 45 CFR 164.504(e), Business associate contracts
- 45 CFR 160.103, Definitions (workforce)
- HIPAA Security Rule proposed rule, 90 FR 898 (6 January 2025)