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BAA Directory

Is Smartsheet HIPAA compliant? Does it sign a BAA?

The answer

Signs a BAA on specific plans

Yes, on the Smartsheet Enterprise plan. Smartsheet lets customers upload PHI only to PHI Eligible Services and only after signing a BAA with Smartsheet.

Automation and workspace. Checked on the vendor's own pages on .

Using Smartsheet on a healthcare site? Curve Compliance keeps your ad tracking HIPAA-compliant around it, under a BAA on every plan. Book a call

On this page

What Smartsheet says

“Customers are only permitted to upload PHI into the Subscription Services if (1) using PHI Eligible Services and (2) they have executed a Business Associate Agreement (BAA) with Smartsheet.”

Source: Smartsheet Help, Smartsheet and HIPAA, checked .

“Only Enterprise users have the ability to implement the Smartsheet features and functionalities necessary for you to meet your obligations under HIPAA.”

Source: Smartsheet Help, Smartsheet and HIPAA, checked .

What the BAA covers and excludes

Excludes or limits, in Smartsheet's words:

  • Smartsheet lists as PHI ineligible: "Smartsheet Trials, Pro Plan, Business Plan", "EAP Members on any plans", "Brandfolder" and "Smartsheet University, Community, and other Smartsheet Sites".
  • HIPAA features are "only available to Enterprise (excluding Legacy Enterprise) plan users". (Smartsheet HIPAA Implementation Guide)
  • "Please note that Add-Ons are NOT part of the underlying Subscription Service for purposes of the BAA or this guide and Smartsheet makes NO representations that implementation or use of Add-Ons is compliant with HIPAA." (Smartsheet HIPAA Implementation Guide)

What this means for ad tracking

Teams run intake trackers, referral logs and campaign plans in Smartsheet, and a row can tie a patient to the care they asked about.

A BAA with Smartsheet covers that data on the Enterprise plan. It does not cover add-ons or an ad platform, so a lead or booking you count as a conversion should reach Meta or Google with no health details.

Curve Compliance closes that gap: it sends the conversion itself server-side, under a BAA it signs on every plan, so your campaigns keep a conversion signal without a pixel carrying patient data. Book a call to see it on your own funnel.

A business associate agreement binds only the vendor that signs it, so each vendor that handles patient information for you needs its own.

How Curve helps

  • Keep Smartsheet for what it does well. Curve carries the conversion signal to your ad platforms separately, under its own BAA.
  • Server-side conversion tracking in place of pixels: conversions reach your ad platforms from Curve's server, not from the patient's browser.
  • A fixed field list per platform, so each ad platform receives only the fields set for it.
  • PHI-like pattern detection checks every event before it goes out, and neutral event names keep conditions and treatments out of what the platforms see.
  • When identifiers are enabled, Curve hashes them with SHA-256.
  • Consent management for your site, alongside the tracking.
  • A HIPAA-compliant setup done by Curve's team, with a BAA signed on every plan.

Book a call with Curve and Curve's team will walk through your tracking setup with you.

Frequently asked questions

Is Smartsheet HIPAA compliant?

Yes, on the Smartsheet Enterprise plan. Smartsheet lets customers upload PHI only to PHI Eligible Services and only after signing a BAA with Smartsheet. With a signed BAA, Smartsheet can handle patient information for you, set up the way the vendor describes. The BAA does not cover ad pixels or tags on the same pages, because they send data to other companies.

Does Smartsheet sign a BAA?

Yes, on the Smartsheet Enterprise plan. Smartsheet lets customers upload PHI only to PHI Eligible Services and only after signing a BAA with Smartsheet. In Smartsheet's words: “Customers are only permitted to upload PHI into the Subscription Services if (1) using PHI Eligible Services and (2) they have executed a Business Associate Agreement (BAA) with Smartsheet.” We checked Smartsheet's own pages on October 5, 2026.

Which Smartsheet plans include a BAA?

Smartsheet lists its Enterprise plan as PHI eligible, excluding Legacy Enterprise. Trials, Pro and Business plans, EAP members, Brandfolder and Smartsheet's community sites are not PHI eligible. To sign a BAA, contact your Smartsheet account manager or the Smartsheet for Healthcare team.

Does a BAA with Smartsheet cover my ad pixels?

No. A BAA covers the data Smartsheet handles for you. A pixel sends data from the visitor's browser straight to Meta, Google or TikTok, and none of those platforms is a party to your BAA with Smartsheet.

Does Curve Compliance sign a BAA?

Yes. Curve Compliance signs a BAA on every plan, and Curve's team does the HIPAA-compliant setup for you. Book a call to get started.

Sources

Last checked . Vendors change their plans and terms, so confirm the current terms with Smartsheet before you send it patient data.

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Track ad conversions under a BAA

Curve signs a BAA on every plan. Curve's team sets up HIPAA-compliant conversion tracking for you in about a week, sending conversions server-side in place of pixels.

Book a call