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Rules for Using PHI in Patient Engagement

Friday, November 11th, 2022

As you know by now, we believe strongly in the benefits of using protected health information (PHI) to create highly targeted and personalized email campaigns. However, before you dive in and kick off your campaigns, you must be aware of the complex compliance requirements governing healthcare organizations’ marketing communications.

using PHI for patient engagement

Reminder: What is PHI?

PHI, or protected health information, is “individually identifiable protected health information.” Protected health information refers specifically to three classes of data:

  1. An individual’s past, present, or future physical or mental health or condition.
  2. The past, present, or future provisioning of health care to an individual.
  3. The past, present, or future payment-related information for the provisioning of health care to an individual.

For protected health information to be “individually identifiable,” the data can be linked to a specific individual (even if this is very indirect). There are 18 types of identifiers for an individual. Any one of these identifiers, combined with “protected health information,” would constitute PHI.

It’s often more complicated than it looks. For example, if you are running email campaigns, an email address is an individual identifier because it can be connected to a specific individual. That, combined with the email content, which often refers to the name of the provider, information about their health conditions, insurance coverage, or upcoming appointments, means that most communications from a healthcare practice could qualify as PHI.

HIPAA Rules for Using PHI in Patient Engagement

HIPAA regulates patient privacy. Healthcare organizations and their associates must obtain consent and implement technical safeguards before starting marketing campaigns.

HIPAA Privacy Rule

According to the U.S. Department of Health & Human Services, you must acquire consent to send marketing communications under the HIPAA Privacy Rule. It reads, “With limited exceptions, the Rule requires an individual’s written authorization before a use or disclosure of his or her protected health information can be made for marketing.”

The Privacy Rule defines “marketing” as “a communication about a product or service that encourages recipients of the communication to purchase or use the product or service.” This also applies to many patient engagement communications.  

Generally, if the communication is “marketing,” then the communication can only occur if the covered entity obtains an individual’s authorization. Organizations must keep track of who has consented to receive marketing communications and allow them to opt-out at any time. We further discuss the nuances of patient consent for marketing communications here.

HIPAA Security Rule

All covered entities and their Business Associates are subject to the HIPAA Security Rule. If you are working with a vendor (like a marketing consultant, email marketing platform, or ad agency) that will have access to PHI, you need to enforce a Business Associate Agreement.

The HIPAA Security Rule categorizes the necessary safeguards into three categories: Physical, Administrative, and Technical Safeguards. More details about the requirements for each can be found here. Any vendor you choose to work with must follow these regulations. Some basic requirements include the following:

  • Physically protecting data and where it is stored,
  • Training staff on handling PHI, and
  • Setting up technology to protect PHI properly.

Assuming your patient engagement campaigns are primarily occurring via email, at a minimum, you must ensure that the email marketing vendor will:

  • Protect data at rest and
  • Protect data in transmission.

This means utilizing encryption to ensure that PHI cannot be eavesdropped on. Many popular email marketing vendors do not encrypt PHI in transmission. It’s extremely important to choose a provider who can protect PHI following HIPAA regulations.

hipaa compliant applications

The Benefits of Using PHI for Patient Engagement

Once you have established the proper policies and procedures, signed a BAA, and put any technical requirements in place, you can start segmenting and personalizing emails using PHI. Here are some segmentation and personalization ideas to get started.

By applying these techniques and using PHI in your patient engagement strategy, you can:

  • Design targeted patient journeys
  • Deliver better patient outcomes
  • Improve ROI and reduce costs

Contact us today to learn more about how to securely engage patients using PHI.

Tags: business associate agreement, email marketing, ePHI, hipaa compliance, hipaa privacy rule, hipaa security rule, patient engagement, personalization, phi, quasi compliance, segmentation
Posted in Email Marketing
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4 Email Personalization Strategies for Member Engagement

Friday, November 4th, 2022

For many benefits administrators, it’s open enrollment season! During this period, individuals can make changes to their insurance coverage. It’s vital to engage members to educate them about their plans and benefits to increase satisfaction, retain members, and acquire new enrollees. This article presents four email personalization strategies for member engagement.

member engagement strategies

Insurance Information is ePHI

Before we get to strategies for improving engagement, it’s worth reflecting on the regulatory hurdles. According to the Department of Health and Human Services, healthcare payers, insurers, and benefits administrators are covered entities. This means they must abide by HIPAA regulations when transmitting and storing protected health information (PHI).

Emails about an individual’s insurance coverage and eligibility, plan types and offerings, health status, and financial information are considered PHI and must be protected accordingly. We’ve written extensively about the HIPAA requirements for email elsewhere, but in brief, this means that emails containing PHI need to be encrypted and archived appropriately. Do not proceed with the following strategies until a HIPAA-compliant email solution is implemented correctly.

 

4 Email Personalization Strategies for Member Engagement

Segmentation and personalization are the keys to crafting messages that appeal to your audience. Particularly when it comes to healthcare coverage, there is no one-size fits all approach. Personalization techniques allow marketers to create highly relevant emails that the audience will find beneficial.

Age-Related Changes

In the US health insurance market, insurance coverage is often tied to age. As individuals reach new stages of life, there is an opportunity for them to change their insurance coverage. For example, insurers and benefits administrators can create targeted messaging to:

  • 26-year-old individuals about to enter the healthcare marketplace and
  • 65-year-old individuals who qualify for Medicare

It would not make sense to send these messages to a sizeable non-segmented email list because they would be irrelevant to the majority of recipients. By segmenting your email list by age and creating targeted messaging, you will receive a better response and return on investment from your email campaigns.

Plan and Benefit Educational Opportunities

There are many different types of health insurance coverage and benefit plans. Educating enrollees on their plan benefits makes them more likely to utilize their coverage and be satisfied with their plan. For example, if eligible members are not taking advantage of a dental benefit, it may be wise to create an email campaign that educates them on what they can access with their benefits.

Geography-Specific Messaging

There are often differences in enrollment periods, eligibility, and benefits in the US market on a state-by-state basis. Creating personalized messages based on the recipient’s residence makes the messages more relevant. For example, sending recipients the accurate enrollment date based on their residence is essential to getting people to sign up!

Health Status Messaging

You can also use information you know about your members to craft messages that can help improve their health. For example, it may be possible to know who is overdue for an annual appointment, and email messages can help them reschedule care. Similarly, several standard preventative screenings are tied to age and gender, like annual mammograms for women at 40 years old. By sending an email to all members who meet that criteria reminding them to get screened, it can improve population health and reduce costs.

Conclusion

Today’s consumers prefer email communications from businesses and brands. Personalizing your approach can improve your campaign performance and deliver significant results. If you want help improving your enrollment outreach with HIPAA-compliant email, contact LuxSci.

Tags: benefits administration, email marketing, email personalization, ePHI, health insurance, hipaa compliance, hipaa marketing, patient engagement, personalization, segmentation
Posted in Email Marketing
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LuxSci and Compliancy Group Work Together to Transform Healthcare Communications

Wednesday, September 14th, 2022

Boston, MA- September 2022 – LuxSci, a provider of HIPAA-compliant email services, is pleased to announce a new partnership with Compliancy Group, a leading software solution for healthcare compliance. By partnering with LuxSci, Compliancy Group can offer best-in-class email security solutions to close technology gaps identified by their proprietary compliance platform.

“The way healthcare organizations communicate with patients is constantly evolving. These organizations often fail to realize that HIPAA regulates the ways in which providers can communicate with patients and the tools that they are permitted to use. As a forward-thinking email service provider, LuxSci has taken the steps required to meet HIPAA’s communication standards.” Kelly Koch, Director of Dental Relations, Compliancy Group.

The Covid-19 pandemic forced healthcare organizations to adopt new digital technologies quickly. Many turned to Compliancy Group to navigate the complex HIPAA compliance questions associated with new technologies like telehealth. Likewise, providers rapidly implemented digital tools, like LuxSci’s suite of HIPAA-compliant email solutions, to engage patients. The partnership allows LuxSci and Compliancy Group to help healthcare organizations address the difficult compliance questions that arise during digital transformation.

“Compliancy Group offers a vital service to healthcare organizations and vendors in these rapidly changing times. Their comprehensive compliance platform allows providers to navigate this heavily regulated environment with the confidence that they are complying with HIPAA. LuxSci is proud to partner with Compliancy Group to help their customers secure email communications and engage patients with HIPAA-compliant technology.” Heather Clark, Vice President of Strategic Partnerships, LuxSci.

Compliancy Group enables healthcare organizations and vendors serving the healthcare industry to achieve HIPAA compliance through an easy-to-use software platform and live guided coaching. The Guard, its proprietary compliance platform, covers all the necessary parts of the HIPAA regulation to protect organizations in case of an audit. Compliancy Group awards clients the HIPAA Seal of Compliance upon successful completion. The Seal can be used in marketing and proves they are dedicated to protecting patient information and have completed the steps required to satisfy the law.

LuxSci provides secure email solutions to help healthcare organizations meet compliance requirements and protect patient data. LuxSci’s SecureLine encryption technology helps healthcare providers reduce risk profiles while providing easy-to-use email tools. LuxSci’s top-rated US-based support team goes above and beyond to help organizations stay protected.

 

Tags: compliancy group, healthcare marketing, hipaa compliance, luxsci news, partnerships, patient engagement, press release
Posted in Affiliates & Resellers, Industry News
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Prevent Patient No-Shows with Automated Appointment Reminders

Tuesday, September 6th, 2022

Missed medical appointments are not only bad for your business, but they can also negatively impact patient health outcomes. You can improve attendance and health outcomes without adding to administrative overhead by automating appointment reminders and customizing them according to patient preferences.

auto appointment reminders

Why Implement Automated Appointment Reminders

There are many reasons to introduce automated appointment reminders. People are busy, and many rely on digital calendars to stay organized. Many businesses outside the healthcare industry use digital appointment reminders to improve attendance and make scheduling and rescheduling appointments as easy as possible.

Changing Consumer Preferences

Most (88%) of customers said receiving automated appointment reminders via phone and text is important to them, according to a CVS Health survey. The rapid digitization of the healthcare system due to the Covid-19 pandemic has led patients to expect a healthcare experience that fits into their lifestyles. Reminders for haircuts, car appointments, and other personal care services are extremely common, and people expect that from their healthcare providers. In addition, communication preferences are changing. Very few people answer phone calls from unknown numbers. Instead, the majority of patients prefer less intrusive email and text reminders.

Improved Health Outcomes for Patients

As the saying goes, “an ounce of prevention is worth a pound of cure.” Skipping appointments or delaying care puts patients at risk of developing more serious illnesses. Catching conditions like heart disease, diabetes, and cancer early drastically improves prognoses and allows for less expensive and intrusive interventions. Most people don’t intend to skip medical appointments, but life happens. Sending timely appointment reminders before the visit gives overbooked individuals an opportunity to reschedule without a potentially costly missed appointment.

Reduced Administrative Overhead

If your administrative staff members are tasked with making phone calls to confirm appointments, automated reminders can allow them to prioritize other tasks associated with patient care. Keeping the phone lines open to help care for patients with urgent questions improves the patient experience and keeps staff members engaged.

How to Implement Automated Appointment Reminders

Most automated reminders are sent via email, text messaging, or phone calls. We recommend surveying your patient population to find out which communication methods they prefer. By sending the message according to their preference, it increases the likelihood that they will see it and respond appropriately.

Once that is determined, use a tool like LuxSci’s Secure High Volume Email or Secure Texting to integrate with your CRM or EHR and set up trigger points and reminder templates that pull information from the database. For example, maybe you find that five business days before the appointment is the best time to send the reminder. Patients need to have enough time to read the notification and reschedule if necessary. When the appointment is five days away, a message is automatically sent to the patient reminding them of the appointment. Ideally, this message will also include rescheduling options.

One caveat- notice that we mentioned “secure” email and texting. Appointment reminders imply information about health conditions and are PHI that is protected under HIPAA regulations. These messages must be encrypted and follow other HIPAA requirements for access controls, audit logs, and more. Review our HIPAA Compliance Checklist for more information.

Tags: appointment reminders, digital health, digital transformation, high volume email, operational efficiency, patient engagement, secure texting, Transactional email
Posted in Business Solutions, Email Marketing
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Personalize Healthcare Communications to Improve the Patient Experience

Tuesday, August 16th, 2022

Recent survey results from CVS Health indicate that healthcare patients desire a more personalized healthcare experience. Over the last ten years, the online experience has become highly customized. Online vendors have more customer data and use it to extend personalized offers, reminders, and updates. Although people are concerned about online privacy, they are more likely to open and engage with relevant marketing communications.

As the healthcare industry has undergone digital transformation, more data is available in a digital format. But how and when can it be used? This article discusses how to use patient data to personalize healthcare communications without violating HIPAA requirements.

personalize healthcare communications

What is Healthcare Personalization?

Personalized health care places individuals at the center of the health care experience. Health care is a complex issue, and one system does not work for everyone. A person’s health status is influenced by many factors, including genetics, age, environment, social determinants, income, and countless others. A health care program that considers as many of these variables as possible can better address patient needs and increase access to care.

Why Personalize Healthcare Communications

Patients understand that their healthcare providers manage a lot of their personal data and want a personalized experience that respects their preferences. As audience segmentation and personalization techniques become more common in other industries like e-commerce and personal care, consumers expect the same experiences from their health care providers.

For example, say you order a jug of laundry detergent on Amazon. They can use common consumer data in combination with your last order date to estimate when you are likely to run out. Then, they can send an email reminder to encourage a reorder before you run out again. In a similar manner, healthcare providers should know when someone’s prescription is running low and could send a notification to let the patient they need to refill and help improve medication adherence.

A recent survey by CVS Health found that 85% of patients find personalized care to be important. In fact, 83% expect their primary care provider to be aware of their family medical history, genetics and inherited lifestyle habits. 71% of consumers said it was very or somewhat important to their health that they have customized alerts and reminders of screenings and checkups. This is even more common among patients under 40. The next generation of healthcare consumers expects their healthcare to fit seamlessly into their normal lives.

Ways to Personalize the Healthcare Experience

There are many ways to personalize the healthcare experience, but they all depend on the available data. An easy way to start is by asking for patient preferences. Some common ways to personalize healthcare communications include collecting information about patient preferences:

  • Communication methods: How do they prefer to be contacted? Ask patients their preferred channels- email, texting, phone, and paper notifications are standard options.
  • Language proficiency: Is English their first language? If not, send communications in the person’s primary language.
  • Patient status: Are they active patients or overdue for regular screenings and appointments?

Looking at these attributes can help craft messages that appeal to patient subgroups.

The next level of personalization uses protected health information (PHI) to deliver extremely customized healthcare communications. The possibilities are truly endless, but here are a few examples to spark some ideas:

  • Medical conditions: use information about patient medical conditions to send highly targeted communications about managing or preventing chronic conditions like depression, diabetes, and heart conditions.
  • Screening reminders: Remind patients when they are due for mammograms, colonoscopies, or other screenings that are ordered based on age or risk factors.
  • Patient retention and re-engagement: Did a patient skip their annual appointment or screening? Make it easy to reschedule by sending periodic reminders.
  • Insurance status: send relevant communications based on the patient’s insurance status. For example, letting healthcare marketplace insurance holders know about re-enrollment periods to ensure they don’t drop their coverage.

Personalization provides a customizable healthcare experience for patients that eliminates friction and barriers to care. Using personalization to create educational campaigns can also help improve health outcomes. See How to Use ePHI to Segment and Personalize Email Marketing Campaigns for more information.

HIPAA Considerations in Customizable Healthcare

One reason that healthcare has been slow to adopt personalization techniques is HIPAA. These guidelines protect sensitive medical information and govern how it can be used. To send personalized messages like the examples discussed above, HIPAA guidelines must be followed. Some of the core requirements for sending HIPAA-compliant emails include:

  • Encryption
  • Access Controls
  • Backups and Archival
  • Anti-Malware Defenses
  • Identity Authorization
  • Reporting Mechanisms
  • Review Procedures and Policies

See our HIPAA-Compliant Email Checklist for more information about the requirements.

LuxSci offers several solutions for sending HIPAA-compliant personalized messages. Contact us today to learn more about our Secure High Volume Email and Secure Marketing tools.

Tags: digital transformation, email marketing, ePHI, HIPAA email, patient engagement, patient experience, personalization, segmentation
Posted in Email Marketing
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