How we make this list: we compare pricing pages, product documentation and public user reviews. Rankite is independent; if a vendor ever pays for a featured spot, that listing is clearly labeled Partner.
Key takeaways
- The BAA is the whole game: monday.com, ClickUp, Smartsheet and Asana only sign one on Enterprise-tier plans, so the advertised starter price is not the HIPAA price.
- Jira is the cheapest BAA-covered option, signing a BAA from its Standard plan, and Microsoft Planner inherits the BAA already in your Microsoft 365 contract.
- Priority Matrix ships a dedicated HIPAA edition for health providers, and Birdview PSA runs its healthcare product on HIPAA-certified Azure infrastructure.
- For administrative projects that never touch patient data, the standard plans of Asana ($10.99), ClickUp ($7) and monday.com ($9) are fine and far cheaper.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
monday.com | Customizable healthcare operations and quality workflows | $9/seat/month billed annually (Basic plan) | Free trial |
ClickUp | Teams wanting tasks, docs and goals under one HIPAA BAA | $7/user/month billed annually (Unlimited plan) | Yes |
Smartsheet | Healthcare PMOs, portfolios and spreadsheet-style operations | $9/user/month billed annually (Pro plan) | Free trial |
Asana | Cross-functional clinical and administrative teams | $10.99/user/month billed annually (Starter plan) | Yes |
Wrike | Large health systems with controlled document workflows | $10/user/month (Team plan) | Free trial |
Jira | Hospital IT and digital health teams needing the cheapest BAA path | See website (plans quoted on Atlassian's pricing page) | Free trial |
Microsoft Planner | Healthcare organizations already standardized on Microsoft 365 | See website (bundled with Microsoft 365 plans) | No |
Priority Matrix | Clinics and labs wanting a purpose-built HIPAA edition | $12/user/month billed annually (Pro plan) | Free trial |
Birdview PSA | Healthcare portfolios needing forecasting and financial tracking | See website (plans quoted on Birdview's pricing page) | No |
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Project management software built for healthcare work
Picture the operations manager at a 200-bed hospital: Joint Commission survey in four months, a facilities renovation running behind, policy reviews due across six departments, and every update living in someone's inbox. Healthcare projects fail in the handoffs, and the handoffs are where patient information leaks into tools that were never cleared to hold it. The nine tools below are the ones healthcare teams actually use, each with its HIPAA position stated plainly so you know which plan keeps you compliant.
#1
monday.com
Best for: Customizable healthcare operations and quality workflows
Visit monday.com
Starting price$9/seat/month billed annually (Basic plan)
Free planFree trial
monday.com earns its place through flexibility. A quality team can build an accreditation tracker, a facilities team can run a renovation timeline, and leadership gets dashboards rolling it all up, all in one workspace. For PHI-adjacent work, monday offers HIPAA activation with an executed BAA on its Enterprise plan, which puts it in the compliant set for hospital operations.
The honest catch is the price jump. The BAA lives on Enterprise, not on the $9 Basic or $19 Pro tiers most teams evaluate, so the real cost of compliant use is an enterprise contract. Connected third-party apps also fall outside monday's BAA, which means each integration needs its own review. It fits health systems already buying enterprise software; smaller clinics should look at the cheaper BAA options below.
What we like- Highly customizable boards fit accreditation trackers, facilities projects and staffing workflows
- HIPAA activation available with a signed BAA on Enterprise
- Strong dashboards for executive reporting
Watch out for- BAA only on Enterprise, so the $9 starter price is irrelevant for PHI work
- Per-seat costs climb on enterprise contracts
- Third-party integrations need separate compliance review
#2
ClickUp
Best for: Teams wanting tasks, docs and goals under one HIPAA BAA
Visit clickup.com
Starting price$7/user/month billed annually (Unlimited plan)
Free planYes
ClickUp's argument is consolidation: one workspace for project tracking, documentation, goals and chat, covered by a single BAA on the Enterprise plan. For a digital health team or a hospital IT department, that reduces the number of vendors touching sensitive workflows. The standard plans remain excellent value for administrative projects that never carry patient data.
The trade-offs mirror monday's. The BAA is Enterprise-only, so budget for the top tier if PHI will enter the system. ClickUp's AI capabilities also need deliberate configuration to stay inside the BAA's boundaries. And the interface, powerful as it is, asks more of ward managers and facilities coordinators than simpler tools. It suits tech-comfortable teams; frontline clinical staff may prefer Asana or Planner.
What we like- Signs a BAA on the Enterprise plan
- Consolidates tasks, docs, whiteboards and goals so PHI-adjacent work stays in one system
- Generous free plan for non-PHI projects
Watch out for- BAA requires Enterprise, far above the $7 Unlimited tier
- AI features need careful configuration around PHI
- The interface can overwhelm non-technical clinical staff
#3
Smartsheet
Best for: Healthcare PMOs, portfolios and spreadsheet-style operations
Visit smartsheet.com
Starting price$9/user/month billed annually (Pro plan)
Free planFree trial
Smartsheet is the tool healthcare PMOs reach for when the work looks like rows: accreditation requirements, policy review cycles, equipment checklists, multi-facility rollouts. The BAA is available on Enterprise plans, and the platform's permissions, audit history and reporting fit the governance expectations of a hospital compliance office.
Two caveats matter. First, the BAA explicitly excludes Legacy Enterprise plans, so an older Smartsheet contract may not qualify; confirm with the vendor before migrating PHI-adjacent work onto it. Second, per-user pricing across hundreds of hospital staff adds up fast, which is why Smartsheet usually lands with the PMO and quality teams rather than the whole organization. For compliance-heavy project portfolios, it is one of the strongest options here.
What we like- BAA available on Enterprise plans for HIPAA-regulated work
- The grid format suits accreditation checklists and compliance trackers
- Portfolio reporting built for multi-project oversight
Watch out for- BAA excludes Legacy Enterprise plans, so confirm eligibility
- Per-user pricing gets expensive across a whole hospital
- The spreadsheet look can intimidate non-technical users
#4
Asana
Best for: Cross-functional clinical and administrative teams
Visit asana.com
Starting price$10.99/user/month billed annually (Starter plan)
Free planYes
Asana wins on adoption. Ward managers, quality leads and facilities coordinators can use it without a training program, which is the difference between a tool that gets used and a tool that gets circumvented. Portfolios give executives a cross-department view, and the workflow automation handles recurring accreditation and policy-review cycles.
The compliance story is Enterprise+ only: the BAA, HIPAA activation and the associated restrictions (disabled integrations, limited tokens) all live at the top tier. That makes Asana a tale of two products: an excellent, affordable operations tool on Starter for PHI-free work, and an expensive enterprise platform for regulated work. Many hospitals sensibly use it for the former and keep PHI in the EHR.
What we like- BAA available on Enterprise+ for regulated work
- The most approachable interface here for non-technical staff
- Portfolios and goals features suit multi-department initiatives
Watch out for- BAA requires Enterprise+, the top tier
- Integrations and personal access tokens are restricted under HIPAA activation
- Costs scale steeply with headcount
#5
Wrike
Best for: Large health systems with controlled document workflows
Visit wrike.com
Starting price$10/user/month (Team plan)
Free planFree trial
Wrike fits health systems that treat projects as document workflows: policy approvals, credentialing packets, facilities documentation. The platform's file handling, proofing and approval chains are stronger than the simpler tools here, and a BAA is available for regulated use. Team at $10 per user per month is a fair entry for the collaboration depth.
The watch-outs are procedural. Wrike requires the BAA to be executed before PHI enters the system, not after, and PHI is permitted only in the portions of the service Wrike designates. The interface also carries more complexity than Asana or Planner, so frontline adoption needs sponsorship. It suits large organizations with IT governance to match; small clinics will find it heavy.
What we like- BAA available for PHI-regulated use
- Strong document collaboration and approval workflows suit clinical policy work
- Workload and resource views for staffing projects
Watch out for- BAA requires a separate agreement before any PHI is uploaded
- The interface is dense for casual users
- Meaningful reporting needs the Business tier and above
#6
Jira
Best for: Hospital IT and digital health teams needing the cheapest BAA path
Visit atlassian.com
Starting priceSee website (plans quoted on Atlassian's pricing page)
Free planFree trial
Jira is the budget answer to the HIPAA question. Atlassian signs a BAA starting at the Standard plan, which makes it the cheapest compliant path among the general-purpose tools here. For hospital IT departments, digital health teams and EHR implementation groups, it is also the natural fit: issues, sprints and releases map directly onto technical project work.
Outside IT, it is a harder sell. The interface speaks in epics and story points, and a facilities coordinator tracking a renovation will find it alien. But for the teams it was built for, the combination of low BAA threshold and deep technical workflow support is unmatched. Price it against the Enterprise tiers of monday, Asana and Smartsheet and the gap is dramatic.
What we like- Signs a BAA from the Standard plan, the lowest BAA threshold on this list
- Built for technical teams running EHR and infrastructure projects
- Strong automation and audit trails
Watch out for- Built for software teams, so clinical and facilities staff face a learning curve
- The interface assumes agile vocabulary
- Non-technical project templates are thin
#7
Microsoft Planner
Best for: Healthcare organizations already standardized on Microsoft 365
Visit microsoft.com
Starting priceSee website (bundled with Microsoft 365 plans)
Free planNo
Microsoft Planner's entire case is administrative simplicity. If the organization runs Microsoft 365, Planner is already licensed, already inside Teams, and already covered by the existing BAA, which means IT, legal and compliance have nothing new to approve. For task tracking on PHI-adjacent work, that zero-friction path beats a better tool that needs a six-month procurement cycle.
The product itself is modest: kanban boards, basic checklists and Teams integration, without the timelines, portfolios or resource management of the tools above. It will not run a construction program or an accreditation portfolio. But for department-level task tracking where compliance matters more than features, it is often the right answer, and it is already paid for.
What we like- Covered by the BAA already in your Microsoft 365 contract, with no new vendor to vet
- Integrates with Teams, SharePoint and Outlook where staff already work
- No additional license cost for M365 customers
Watch out for- Far less capable than the dedicated tools here
- Reporting and portfolio views are basic
- Task management only, with no real project scheduling depth
#8
Priority Matrix
Best for: Clinics and labs wanting a purpose-built HIPAA edition
Visit appfluence.com
Starting price$12/user/month billed annually (Pro plan)
Free planFree trial
Priority Matrix takes a different approach from the enterprise platforms: instead of gating compliance behind the top tier, it ships a separate HIPAA edition designed for health providers. The infrastructure is separate, data stays on US soil, and the compliance controls (automatic logout, enforced single sign-on, no PHI in email notifications) are built in rather than configured. The Outlook and Teams integrations matter because clinical staff live in those apps.
The trade-off is scale and polish. This is a smaller company with a narrower product than monday or Smartsheet, and the interface shows it. But for a clinic, lab or small practice that wants compliance without an enterprise contract, the dedicated HIPAA edition at $12 per user per month billed annually is a compelling middle path.
What we like- A dedicated HIPAA edition built for doctor offices and labs, hosted on separate US infrastructure
- Deep Outlook and Teams integration for staff living in email
- Straightforward per-user pricing from $12 monthly billed annually
Watch out for- Smaller vendor with a narrower feature set than the platforms
- The interface prioritizes function over polish
- Advanced portfolio reporting lags Smartsheet and Wrike
#9
Birdview PSA
Best for: Healthcare portfolios needing forecasting and financial tracking
Visit birdviewpsa.com
Starting priceSee website (plans quoted on Birdview's pricing page)
Free planNo
Birdview PSA (formerly Easy Projects) targets the professional-services side of healthcare: consultancies, health IT implementers and hospital PMOs running portfolios with budgets attached. The platform combines task tracking with financial forecasting, resource planning and BI-style reporting, and the company states HIPAA compliance for its Azure-hosted infrastructure. The interactive Gantt chart handles drag-and-drop scheduling with critical path views.
The honest catch is fit and price. This is a PSA tool, not a simple task manager, so a small clinic will find it oversized; it belongs with PMOs managing multi-project portfolios. Pricing is quote-based, which slows down evaluation. For the right buyer, a healthcare PMO that needs project financials alongside schedules, it fills a gap none of the simpler tools address.
What we like- HIPAA-compliant infrastructure on Microsoft Azure
- Combines project tracking with forecasting, budgeting and resource planning
- Interactive Gantt charts with drag-and-drop scheduling
Watch out for- Quote-based pricing with no public entry price
- Professional-services focus may exceed what a clinic needs
- Implementation is heavier than the self-serve tools
How we chose
We started with the tools healthcare operations, quality and IT teams actually use, then filtered on the question that decides everything in this category: what does the vendor publicly say about HIPAA and the BAA. We checked each vendor's own trust, legal or help pages for BAA terms and the plan tier that qualifies, and recorded exactly what the vendor states rather than what third-party roundups claim. We compared permissions, audit trails, template support for recurring compliance work, and cost at realistic team sizes including the jump to the BAA-eligible plan. Public reviews on G2 and Capterra and practitioner discussion on Reddit informed the usability notes. We did not test any product hands-on, and BAA terms can change, so confirm the final scope with each vendor before uploading PHI.
What healthcare teams should demand before buying
The demo will show you boards and timelines. The contract decides whether you can legally use them. These are the checks that matter, in order.
Get the BAA terms in writing for your exact plan
A vendor "supporting HIPAA" means nothing until a BAA names your plan tier. monday.com, ClickUp, Smartsheet and Asana all restrict theirs to Enterprise-level plans; Jira starts at Standard; Microsoft 365 customers already have one. Ask for the BAA during the trial, not after rollout, and confirm which features and AI services it covers.
Price the BAA tier, not the advertised tier
The most common budgeting mistake in healthcare software is pricing the $9 starter plan and discovering the compliant plan costs five times more. Build the business case on the BAA-eligible tier from day one, including the per-user math at your actual headcount.
Check what the BAA excludes
BAAs routinely exclude third-party integrations, AI features and specific services. If your workflow pipes project data into Slack, a data warehouse or an AI assistant, each of those needs its own compliance review. The tools with the most integrations create the most review work.
Confirm audit trails and data export
Healthcare governance expects to know who changed what and when, and to take the data home when the contract ends. Verify the audit log depth, the export formats and the retention terms before committing, because these are painful to discover during an incident or a vendor switch.
The cheapest HIPAA strategy is architectural: do not put PHI in the project tool at all. Most healthcare projects, accreditation trackers, renovation timelines, staffing plans, policy reviews, never need patient names, dates of birth or record numbers. Reference the medical record number in the EHR and keep the project tool to tasks, owners and dates.
This approach has two benefits. First, it lets teams use the affordable standard plans of Asana, ClickUp or monday.com without BAAs or Enterprise contracts. Second, it shrinks the blast radius if the project tool is ever breached. Reserve the BAA-covered tiers for the workflows where PHI genuinely has to live alongside the project data, such as care coordination or case management projects, and keep everything else on the simpler plans. Your compliance officer will thank you, and so will your budget.
Frequently asked questions
What makes project management software HIPAA compliant?
The software itself is not certified; compliance comes from a signed Business Associate Agreement (BAA) with the vendor plus the right configuration. The BAA is a legal contract in which the vendor agrees to safeguard protected health information. Without it, no project tool should hold PHI, regardless of its security features.
Which project management tools will sign a BAA?
monday.com, ClickUp, Smartsheet, Asana and Wrike all offer BAAs on their Enterprise-tier plans. Jira signs a BAA from its Standard plan, making it the cheapest BAA path among general tools. Microsoft 365 customers are covered for Planner and related apps under their existing Microsoft BAA. Priority Matrix offers a dedicated HIPAA edition.
Can I use the free plan of Asana or ClickUp for healthcare projects?
Yes, for projects that never touch patient data: accreditation prep, facilities work, staffing schedules and marketing are all fine on standard plans. The moment PHI enters the picture, you need the BAA-covered tier. A practical rule many hospitals follow: PHI stays in the EHR, and the project tool references record numbers, never patient details.
How much does HIPAA-compliant project management software cost?
It depends on the BAA tier. Jira's Standard plan is the cheapest entry point to a BAA among the major tools. The Enterprise plans of monday.com, Asana, Smartsheet, ClickUp and Wrike are quote-based and priced for larger organizations. Microsoft 365 customers pay nothing extra for Planner under their existing contract. Always price the BAA-eligible plan, not the advertised starter.
What should a small clinic use instead of an enterprise plan?
Priority Matrix's HIPAA edition at $12 per user per month billed annually is built for exactly this buyer. Alternatively, keep PHI out of the project tool and run operations on the standard plans of Asana, ClickUp or monday.com. Microsoft 365-based clinics can use Planner at no extra cost under their existing BAA.
Sources we checked (13)
- https://monday.com/
- https://clickup.com/
- https://www.smartsheet.com/
- https://asana.com/
- https://www.wrike.com/
- https://www.atlassian.com/software/jira
- https://www.microsoft.com/en-us/microsoft-365/planner
- https://appfluence.com/
- https://birdviewpsa.com/
- https://work-management.org/project-management/top-5-hipaa-compliant-tools/
- https://www.breeze.pm/articles/project-management-software-for-healthcare
- https://www.capterra.com/resources/hipaa-compliant-project-management-software-products/
- https://www.g2.com/categories/project-management
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Request a listing
Shihab Mia · Founder, Rankite
Shihab has spent more than a decade helping SaaS and e-commerce brands grow through search. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.