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Posts Tagged ‘segmentation’

Identity-Driven Engagement: The Next Generation of Patient Engagement

Wednesday, April 26th, 2023

A new tech buzzword has come to the healthcare industry: identity-driven engagement. This article explains what precisely identity-driven engagement is and how it applies to the healthcare industry’s patient engagement goals.

 

identity-driven engagement

 

What is Identity-Driven Engagement?

Identity-driven engagement is not a new concept. It has been used outside the healthcare industry for many years to describe how marketers personalize consumer experiences to build community and achieve better results. It relies on using customer or patient data to create relevant communications that speak to individuals where they are in their journeys.

 

Successful identity-driven marketing efforts require accurate and up-to-date data sources, as consumer needs and preferences can rapidly change. In some ways, the healthcare industry is at an advantage compared to retail and other B2C companies because of the data they have about their patients. However, electronic health records only tell part of the story. In order to execute patient engagement efforts, a customer data platform (CDP) or customer relationship management (CRM) system is often required to capture behavior occurring outside of the medical practice. Signals from other digital channels like social media activity, your website, and digital advertising can provide helpful information about what any patient wants at any particular moment.

 

Using identity-driven engagement techniques allows marketers to incorporate this data to create highly relevant messaging. You can expect better ROI from your marketing efforts by demonstrating that you know your users and their communities.

 

How to Incorporate Identity Into Your Patient Engagement Strategy

It can take time to set up the right systems to collect data before rolling out identity-driven engagement on a large scale. It’s best to start small by identifying one community in your patient population that isn’t engaging with your health system as expected.

 

For example, let’s say that in your community, 15% of people speak Spanish as their primary language. Yet, your patient population only contains 2% of this audience. How can you reach more of these people and educate them about your services? By adopting tenets of identity-driven engagement, you can create better messaging and content that speaks to their unique needs. Of course, using Spanish in these messages is vital. But the content should be more than just translations of the other messages you use for your English-speaking patients. This audience has unique needs regarding health concerns, insurance providers, and technology preferences. It’s up to you to learn about these needs and address them with unique messaging that is consistent across all platforms and locations.

 

Email and Identity-Driven Engagement

Email can be an excellent way to execute identity-driven engagement because it allows for trigger-based activity, audience segmentation, and personalization at scale.

 

First, emails can be triggered based on new patient activity to provide relevant and timely information. For example, when a patient visits the scheduling page on the website but exits without making an appointment, you can send them a follow-up email with links to complete the process. Suppose you know that the patient was viewing pages on dermatology. In that case, you can include helpful links to dermatologist profiles, related reviews, and other information that may be relevant as they decide where and when they want to visit.

 

Another core aspect of identity-driven engagement is audience segmentation. Every patient is unique, and it’s important to group patients with similar characteristics to deliver the most relevant messages. Including male patients in an email regarding breast cancer awareness month and the importance of receiving annual screenings doesn’t make sense. By sending the message only to relevant patients, it improves engagement and builds brand trust.

 

Furthermore, it’s possible to personalize the messages to improve their relevance without adding additional work. The same appointment scheduling reminder can be customized according to what you know about the patient. Do they prefer to talk to someone? Include the phone number prominently. Have they historically preferred morning time slots? Include a few available dates and times that are similar to their previous appointments. Making minor tweaks to the message contents can improve response rates and help your organization meet its goals.

Tags: audience segmentation, cdp, crm, customization, email marketing, email personalization, identity driven engagement, patient engagement, personalization, sdoh, segmentation, triggers
Posted in Email Marketing
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The PHI Difference in Healthcare Marketing

Wednesday, February 22nd, 2023

Healthcare marketers are facing complex challenges with serious stakes. Unlike in other industries, healthcare marketers share messages that can impact people’s health and livelihood. Creating the most effective messaging needs to be a priority for healthcare marketing teams. Using first-party data is one way to make a major difference in your marketing efforts. Marketers can craft highly targeted campaigns using protected health information (PHI) to deliver better results for patients. 

First-Party Data for Healthcare

In some ways, healthcare marketers are at an advantage because of the amount of first-party data they can access. First-party data is information a company collects directly from its customers. The company owns this data and can verify its authenticity. Marketers can use data like digital interactions, purchase history, and preferences to create experiences that cater to an individual’s interests. In the healthcare industry, first-party data goes way beyond digital interactions. Information about health statuses, diagnoses, and recent patient visits can all be incorporated into marketing campaigns to guide patients on their journey to better health. 

Marketers in other industries know that first-party data achieves the highest return on investment of any data type. In 2020, Google partnered with Boston Consulting Group to study how brands succeed with first-party data strategies. The report found that businesses using first-party data for key marketing functions achieved up to a 2.9 times revenue uplift and a 1.5 times increase in cost savings. In addition, as data privacy restrictions grow and third-party cookies are phased out, marketers need more control over their data sources to ensure compliance.

Why Use PHI in Healthcare Marketing?

When healthcare organizations use PHI to segment their email lists and personalize campaign content, they experience better results. Using a HIPAA-compliant email marketing solution allows marketers to leverage the data and information they have about patients to increase engagement. When using PHI, there are so many ways to customize email content that can deliver impressive results.

PHI in healthcare marketing stats

It makes intuitive sense. What would you prefer- frequent emails about products and services you don’t want, or consistent emails that relate to your goals and interests? It’s an easy decision. No one likes to be annoyed by pointless emails. Using information about your patients’ health statuses and goals to craft personalized messages increases patient satisfaction and retention, while also improving engagement.

email stats

As discussed above, healthcare patient data is an excellent source of first-party data that is more comprehensive than the information gathered in other industries. However, healthcare marketers face another hurdle. In addition to getting patient consent to use this data for marketing purposes, organizations are also strictly governed by HIPAA compliance regulations that restrict the use of PHI.

The Challenge: HIPAA Compliance Requirements

So what can healthcare marketers do to surmount this obstacle? First, they must understand the regulations surrounding the transmission of protected health information (PHI). Responsible healthcare marketers must comply with HIPAA when utilizing patient data in their marketing efforts.

Most marketers rely on some sort of email marketing software, CRM, or CDP to manage their marketing campaigns. However, not all platforms are able to meet HIPAA’s stringent requirements. A simple approach to evaluating marketing software for HIPAA compliance focuses on three crucial aspects:

  1. Sign a Business Associate Agreement (BAA)
  2. Securely Store Data
  3. Securely Transmit Data

healthcare marketing comparison

First, any third party with access to PHI must sign a Business Associates Agreement to govern how the information will be secured and what happens in case of a breach. If they will not sign a BAA, the software should not be used to store or process PHI.

However, signing a BAA alone is not enough. Understanding the terms of service and what the provider allows is essential. If their terms of service forbid you from sending PHI, it could put your organization at risk. It’s also important to review how the data will be secured at rest and in transit. When storing patient health data in a marketing application, consider how it will be protected. Simply put, you must ensure that all PHI is encrypted and can only be accessed by people with the appropriate keys.

If protected health information is transmitted outside of the database or application via email, encryption must also be used to protect the data in transmission. At a minimum, TLS encryption (with the appropriate ciphers) is secure enough to meet HIPAA guidelines. However, many applications do not offer transmission encryption that is secure enough to comply with HIPAA. You should only send communications containing PHI if they are encrypted.

Conclusion

Using PHI data in your marketing efforts can yield improved results. However, this approach requires careful vetting and planning by your marketing and compliance teams to ensure data is secured under HIPAA regulations. To learn more about HIPAA-compliant marketing solutions, contact LuxSci today.

Tags: email marketing, email personalization, healthcare marketing, patient engagement, patient retention, personalization, phi, segmentation
Posted in Email Marketing
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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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Retain Patients with Personalized Communications

Tuesday, October 11th, 2022

Expectations of healthcare providers have dramatically changed in the last decade. The introduction of technology and the widespread adoption of digital communications in other industries have increased the pressure on healthcare providers to provide a similar experience. In fact, a recent survey commissioned by Redpoint found a significant gap in the experience healthcare consumers expect to receive from their provider and what is actually provided. To improve the patient experience, a personalized communications approach is necessary.

Patients Want A Personalized Healthcare Experience

Healthcare providers manage a lot of patient data. As audience segmentation and personalization techniques become more common in other industries like e-commerce and personal care, consumers are beginning to expect the same experiences from their healthcare providers. For example, media streaming services make personalized recommendations for new shows based on what you have previously watched. People like these features because it helps them discover new content they may not know about. Patients are beginning to expect a similar personalized experience from their healthcare provider. If a patient wants to control their diabetes diagnosis, communications from a medical provider with helpful resources are not only desired but are starting to become expected.

patient preferences survey

Personalized Communications Affect Patient Retention

Unlike streaming services, healthcare is extremely personal. If a media company recommends a show you don’t like, it’s minorly irritating. On the other hand, if your practice sends irrelevant email communications, it impacts the patient experience and may cause patients to leave. To that end, the Dynata survey found that the patient experience and personalization were two of the top reasons that patients leave a healthcare practice.

patient satisfaction survey

What would you prefer- frequent emails about products and services you don’t want, or consistent emails that relate to your goals and interests? It’s an easy decision. No one likes to be annoyed by pointless emails. Using information about your patients’ health status and goals to craft personalized messages increases patient satisfaction and improves engagement.

How to Personalize the Patient Experience

Traditionally, HIPAA compliance requirements have made it difficult for healthcare providers to personalize email communications. When marketers use patient data to segment audiences and personalize content, the communications must be protected according to HIPAA regulations. Many email marketing tools cannot meet these stringent encryption and security requirements. By selecting tools that meet HIPAA’s technical requirements (like LuxSci’s Secure Marketing and Secure High Volume Email) and by properly training employees, healthcare marketers can employ the same segmentation and personalization techniques to reach their audience with relevant communications.

Conclusion

Personalizing email communications is just one way to improve patient marketing and retention. Contact us today to learn more about how to reach your patients with secure email communications.

Tags: email marketing, ePHI, hipaa compliance, personalization, segmentation
Posted in Email Marketing
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