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How Do You Market a Medical Product?

HIPAA Emailing Medical Records

Marketing medical products requires balancing regulatory compliance with effective promotion strategies. Healthcare marketers develop messaging that communicates product benefits while adhering to FDA guidelines and industry regulations. Successful medical product marketing includes regulatory review, targeted audience segmentation, clear evidence-based messaging, appropriate channel selection, and ongoing performance measurement to drive adoption while maintaining compliance with healthcare marketing rules.

Understanding Regulatory Requirements

Medical product marketing operates within regulatory frameworks that vary by product type and market. FDA regulations govern what claims manufacturers can make about drugs, devices, and other medical products. Marketing materials require appropriate risk disclosures and fair balance between benefits and potential side effects. Different product classifications face varying promotional restrictions that marketers must know. International markets have their own regulatory bodies with different requirements. Healthcare organizations implement review processes where legal and regulatory teams evaluate all marketing content before publication. This regulatory foundation influences every aspect of medical product marketing strategy.

Defining Target Audiences and Messages

Medical product marketing works best with precise audience segmentation based on who influences purchasing decisions. Campaigns typically target multiple stakeholders including healthcare providers, administrators, payers, and patients. Research reveals each audience’s needs, pain points, and decision factors. Message development addresses how the product solves clinical challenges or improves outcomes for each audience segment. Healthcare providers often respond to technical details and clinical evidence, while patients prefer clear explanations of benefits. Payers concentrate on economic value and comparative effectiveness. Well-crafted messages help various audiences understand how a product relates to their healthcare concerns.

Creating Evidence-Based Marketing

Medical product marketing relies on credible evidence supporting product claims. Clinical studies form the basis for marketing messages about efficacy and safety. Case studies show real-world applications and results. Health economic data helps present the financial case to payers and administrators. Marketing teams collaborate with medical affairs departments to ensure accurate presentation of research findings. Materials distinguish between established facts and emerging evidence. This approach builds credibility with healthcare audiences while adhering to regulatory compliance. Marketing departments document connections between promotional claims and supporting research.

Choosing Marketing Channels

Healthcare audiences respond differently to various communication channels based on how they prefer receiving information. Digital platforms include medical websites, professional networks, email campaigns, and virtual events for healthcare professionals. Print materials and journal advertising reach providers during clinical reading time. Conferences and trade shows allow direct product demonstrations. Patient education materials might include websites, videos, and print resources designed for easy consumer understanding. Marketing teams select channels considering audience media habits, message complexity, and regulatory factors. Using multiple channels often works well by reaching audiences through their preferred information sources.

Developing Sales Force Capabilities

Many medical products depend on sales representatives who talk directly with healthcare providers. These representatives learn both product details and regulatory boundaries for promotional discussions. All sales materials undergo compliance review to ensure appropriate claims. Medical science liaisons often support more technical conversations about research and clinical applications. Companies coordinate marketing campaigns with sales activities to reinforce important messages. Digital engagement now supplements traditional sales visits through virtual meetings and online presentations. This personal contact helps answer questions while developing relationships with healthcare decision-makers.

Evaluating Marketing Results

Medical product marketing needs clear performance metrics connected to business goals. Marketing teams monitor awareness indicators like website visits, material downloads, and event attendance. Engagement measurements track time spent with content, inquiries received, and follow-up requests. Conversion metrics show how marketing influences prescribing behavior, product orders, or contract decisions. Analytics tools help identify which channels and messages generate the best results. These measurements guide refinements to marketing strategies and resource allocation. Performance data demonstrates marketing return on investment to leadership teams.

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healthcare marketing

How Automated Workflows Boost Engagement for Healthcare Marketing Campaigns

Due to the fact that it’s simple, instantaneous, cost-effective, and nearly universally adopted, email is an essential part of all healthcare marketing engagement strategies. However, consistent, personalized email engagement – particularly at scale – can be challenging. 

 

Fortunately, Automated Workflows offer a solution, allowing healthcare companies to deliver the right messages to the appropriate individuals at the right time, based on their individual engagement with emails.. 

 

In this post, we’ll explore the concept of Automated Workflows, the considerable benefits they offer healthcare companies, and the variety of ways they can be used to increase engagement and result in greater satisfaction and better healthcare outcomes for your patients and customers.

What Are Automated Workflows?

An Automated Workflow is a sequence of actions, known as’ Steps’ in LuxSci Secure Marketing, that a Contact (i.e., a patient or customer) moves through over time, based on a series of pre-defined rules or triggers. 

 

Each Step is programmed to automatically perform a specific function, such as sending an email or updating a Contact, when certain conditions are in place. These conditions could include: 

  • A Contact opening a message.
  • A Contact clicking through on a link.
  • A specified amount of time having elapsed.. 
  • A data update via an API call

By evaluating conditions to initiate the appropriate Step, Automated Workflows facilitate more timely, consistent, and personalized communication with Contacts (patients and customers ). As a result, healthcare companies can effectively harness Automated Workflows to develop dynamic, personalized email engagement journeys that adapt according to your patients and customers’ needs and prior interactions.

What Are the Benefits of Automated Workflows?

Let’s look at the various advantages that Luxsci Automated Workflows offer. 

Reduced Administrative Workload

Arguably, the most significant benefit of Automated Workflows is the extent to which they lower the administrative burden of email engagement campaigns for healthcare organizations. 

 

First and foremost, Automated Workflows eliminate the need for an employee to manually send your Contacts messages. As well as the manual effort, it removes a great deal of thought from the process – as someone isn’t required to remember to send an email. 

 

By the same token, this reduces the scope for human error, preventing the possibility of an employee neglecting to send an important message, sending it to the wrong person, or worse, accidentally exposing patient data, i.e., electronic protected health information (ePHI). 

 

The effort that Automated Workflows reduce is typically repetitive work that staff are glad to be free of, giving them additional time to focus on tasks that provide greater value and better contribute to better patient care and/or the customer experience. 

Enhanced Scalability

The time saved by employing Automated Workflows increases with the size of your Contact List and the scale of your engagement campaigns. In fact, enterprise-scale campaigns, with volumes of hundreds of thousands to millions of emails, are only feasible through the use of automation. 

 

Similarly, Automated Workflows enable healthcare organizations to run differing, personalized email campaigns aimed at unique patient or customer segments.  As well as automatically sending each message at the appropriate time, they provide tracking capabilities to determine the outcome of each message. 

Increased Consistency in Communication

Because Automated Workflows remediate the risk of emails going unsent, they facilitate more timely and consistent communications with patients and customers. This makes healthcare providers, payers, and suppliers appear more reliable and consistent, building trust and greater levels of satisfaction from Contacts. More importantly, recipients are better able to track what’s happening with their healthcare and assume a more proactive role overall healthcare journey..

 

Finally, creating an Automated Workflow requires healthcare organizations to carefully consider how they communicate with different Contact segments. Namely, the likely journey, or communication path, different types of Contacts take, i.e., information they need to know at a particular stage in their healthcare journey, the optimal order in which information needs to be presented, etc. This allows healthcare companies to become more in-tune with their patients’ and customers’ needs, enabling them to craft more valuable email communications that boost engagement. 

Personalized Healthcare Engagement 

Perhaps the most significant benefit of Automated Workflows is that they enable adaptive, personalized engagement for healthcare marketing and communications campiagns. Instead of manually tracking where each Contact is in a given engagement sequence, or worse, merely having to guess, you know precisely where they are. Consequently, you’re acutely aware of their needs and the exact nature of the emails you need to send them next. 

 

This, in turn, enables more effective Contact nurturing, i.e, strengthening your organization’s connection with each individual. When at its most effective, this may allow you to anticipate your Contacts’ needs, enabling you to send them communications, such screening or testing recommendations, educational materials, or product and service suggestions, that support their healthcare journey and enhance their quality of care.

Automated Workflow Use Cases

Automated Workflows are a powerful tool for increasing healthcare marketing and communications engagement because they can be applied to a wide range of use cases. Let’s take a look at some of the most common and impactful ways email automation can be used by healthcare companies. 

  • New Product Announcements: keeping patients and customers in the loop on your company’s latest offerings, as well as improvements to existing products and services that are likely to be of interest, based on their data and past actions.
  • Personalized recommendations: suggesting products or services based on the recipient’s past purchases or engagement history.
  • Re-Engagement Campaigns: Automated Workflows can also be used to reconnect with Contacts with whom engagement has waned or was never completely established, sending them personalized messages to encourage specific actions or reignite interest.
  • New Member Onboarding: welcoming new patients or customers  with a structured series of emails that introduces your services, provides technical assistance (where applicable), details subsequent steps, and explains how to get the most value from your products or services. 
  • Appointment Reminers and Follow-Ups: sending reminders, care instructions, medication adherence advice, or details on how to book subsequent appointments, for instance, after a patient visit. 
  • Patient Education Campaigns: taking patients through a structured curriculum on managing their medical condition or required  lifestyle changes to improve their health..
  • Preventative Care Communications: proactively sending reminders for screenings, check-ups, vaccinations, etc., based on PHI such as a patient’s age, gender, health condition or lifestyle risk factors.
  • Milestone Communications: sending personalized messages to acknowledge birthdays, enrollment anniversaries, and other pertinent dates. These can also be combined with preventative care communications, to send recommendations or other advice, based on the contact’s age, for instance.  
  • Feedback Collection: acquiring patient and customer feedback by sending follow-up surveys a set amount of time after a visit, procedure, purchase, etc. 

How Automated Workflows Work in LuxSci Secure Marketing

To round off this post, let’s take a deeper look at how Automated Workflows work within LuxSci’s Secure Marketing solution. LuxSci’s Automated Workflows enhance your organization’s HIPAA compliant healthcare marketing and email campaigns by giving you complete control of:

 

  • When each email is sent
  • Which Contacts receive particular communications according to their behavior, needs, and other PHI-based attributes
  • Which engagement path or branch a Contact takes based on their email actions

Here’s a look at LuxSci’s Automated Workflows key capabilities in greater detail. 

Smart Event-Based Branching and Conditions

You can branch Workflows to trigger targeted messaging based on a Contact’s attributes or certain engagement events, resulting in more relevant and effective healthcare journeys  with more desirable outcomes.

  • User actions:
    • Mailing list sign-ups
    • Form completion
    • Downloading a resource.
  • Time-based triggers:
    • A set period after a visit or procedure 
    • A defined period of inactivity or lack of contact
    • Milestones, e.g., birthdays, anniversaries. 
  • Behavioral triggers:
    • Email opens
    • Clicking on links
    • Visiting particular pages on a site or 
    • A lack of engagement with previous emails.
  • Transactional triggers:
    • Purchasing a product or service
    • Signing up for an event
    • Order confirmations or shipping updates after a purchase.
  • API-triggered events
    • Lab results or similar correspondence becoming available
    • Changes to data in EHR systems, CDP platforms, or CRM systems.. 

Automated Segment Management 

Automated Workflows can be used to dynamically add Contacts to segments based on demographics, past behavior, purchase history, and similar events. This enables more precise targeting and email personalization as they progress through specific Steps in each Workflow. 

Navigation Across Steps

Automated Workflows are also capable of navigating Contacts across different Steps or completely different Workflows depending on engagement outcomes and updates to a Contact’s PHI. Better still, if a Step has already been visited, LuxSci Secure Marketing automatically prevents repetition and infinite loops.

Automate Your Healthcare Marketing and Engagement Efforts

LuxSci Secure Marketing is a HIPAA compliant healthcare marketing solution especially designed for the stringent security and regulatory requirements of the healthcare industry. Our solution enables healthcare organizations to confidently communicate with patients and customers at scale without risking compliance violations, driving increased engagement and boosting the ROI of their marketing campaigns in the process. 

 

The latest version of LuxSci’s Secure Marketing solution with Automated Workflow functionality streamlines your company’s outreach efforts, saving considerable time, reducing human effort, and facilitating intelligent Contact management. 

What’s more, LuxSci’s reporting capabilities empower you to carefully track the results of your healthcare engagement campaigns, gaining insights at every step, including:

  • Which Contacts received particular messages
  • Who engaged with email communication, and how
  • Precise points where drop-offs in engagement occur
  • The engagement achieved with each Step in the Workflow

To learn more about LuxSci’s Secure Marketing solution and how Automated Workflows boost engagement for your healthcare marketing and communications campaigns, contact us today.

 

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Healthcare marketing plan

How To Create a Healthcare Marketing Plan?

A healthcare marketing plan establishes strategic promotional activities, target audience identification, budget allocation, and compliance protocols to attract new patients while adhering to HIPAA privacy regulations and state advertising laws. Medical practices develop these documents to guide their promotional efforts across digital platforms, traditional media, and community outreach programs, ensuring all patient acquisition activities comply with healthcare privacy requirements and professional advertising standards.

Medical practices compete intensely for patient attention in saturated healthcare markets. Developing promotional strategies without proper planning leads to wasted resources, compliance violations, and missed opportunities to connect with patients who need specific medical services.

Target Audience in Healthcare Marketing Plan Development

Patient demographic research identifies age groups, geographic locations, insurance coverage types, and medical conditions that align with practice specialties and service offerings. Healthcare organizations analyze existing patient data to understand referral patterns, appointment scheduling preferences, and communication channel effectiveness for different population segments.

Competitor analysis reveals promotional strategies used by similar practices, pricing structures for comparable services, and market gaps that create opportunities for differentiation. This research helps practices position their services uniquely while avoiding oversaturated promotional approaches that fail to generate meaningful patient engagement.

Budget Allocation

Financial planning allocates resources across promotional channels based on expected return on investment, patient acquisition costs, and practice revenue goals. Digital advertising usually receives 40-60% of promotional budgets due to measurable results and targeted audience capabilities, while traditional media and community events receive smaller allocations.

Compliance costs including legal reviews, authorization management, and privacy training must be factored into promotional budgets to ensure all activities meet regulatory requirements. Practices that underestimate compliance expenses often discover their promotional activities violate privacy laws or professional advertising standards.

Digital Strategy to Drive Modern Patient Acquisition

Website optimization, search engine marketing, and social media presence are the core of contemporary promotional efforts outlined in every healthcare marketing plan. Practices invest in professional website design, patient portal integration, and mobile-responsive layouts to capture patients researching medical services online.

Content creation including blog posts, educational videos, and patient resources helps establish expertise while providing valuable information to potential patients. However, all content must avoid using patient information without authorization and cannot make unsubstantiated medical claims that violate advertising regulations.

Compliance Integration Protects Promotional Activities

HIPAA authorization procedures, business associate agreements with promotional vendors, and state advertising law compliance must be woven throughout every aspect of promotional planning. Healthcare marketing plan development includes legal review processes, privacy impact assessments, and staff training protocols to prevent violations.

Documentation requirements for promotional activities include consent forms, vendor contracts, and approval workflows that demonstrate compliance with healthcare privacy laws. Practices without proper documentation face significant penalties when regulatory investigations uncover promotional activities that violate patient privacy protections.

Community Outreach Builds Local Patient Relationships

Health fairs, educational seminars, and community partnerships create opportunities for practices to connect with potential patients through face-to-face interactions. These activities require planning to ensure patient privacy protection while maximizing promotional impact through relationship building and trust development.

Referral programs with other healthcare providers, local businesses, and community organizations can generate new patient leads when structured appropriately. Any financial incentives for referrals must comply with healthcare fraud and abuse laws to avoid legal complications.

Performance Measurement Guides Strategy Optimization

Patient acquisition metrics, appointment conversion rates, and promotional channel effectiveness data help practices evaluate their promotional success and adjust strategies accordingly. Healthcare marketing plan implementation includes tracking systems for website traffic, phone inquiries, and new patient appointments generated by different promotional activities.

Return on investment calculations compare promotional spending with revenue generated from new patients to determine which activities provide the best financial results. Practices use this data to reallocate budgets toward high-performing promotional channels while eliminating ineffective strategies.

Implementation Timeline

Monthly promotional calendars coordinate campaign launches, content publication schedules, and community event participation to maximize promotional impact while avoiding resource conflicts. Healthcare marketing plan execution requires detailed project management to ensure all activities launch on schedule and within budget constraints. Seasonal considerations including flu shot campaigns, wellness check promotions, and holiday health messaging opportunities require advance planning to capitalize on increased patient interest during specific time periods. Practices that plan these campaigns well in advance may achieve better results than those that react to opportunities without preparation.

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HIPAA Marketing Rule

What Does the HIPAA Marketing Rule Require?

The HIPAA marketing rule prohibits healthcare organizations from using protected health information for promotional communications without written patient authorization, defining promotional activities as communications that encourage patients to purchase products or services with financial benefit to the sender. Organizations can send treatment-related communications, appointment reminders, and health plan benefit descriptions without authorization, but any communication promoting third-party products, paid services, or revenue-generating activities requires explicit patient consent through properly executed authorization forms.

Healthcare providers regularly find themselves struggling with acceptable patient education and prohibited promotional activities. A simple newsletter about diabetes management becomes problematic when it includes advertisements for glucose monitors or pharmaceutical products that generate revenue for the practice.

The HIPAA Marketing Rule Authorization Framework

Patient authorization documents must contain sixteen specific elements including detailed descriptions of information to be disclosed, identification of recipients, expiration dates, and explanations of revocation rights. These forms cannot be combined with other consent documents and must use plain language that patients can easily understand. Healthcare organizations face penalties when authorization forms lack required elements or contain overly broad permission language.

Patients retain the right to revoke authorization at any time, forcing organizations to immediately cease all promotional activities involving that individual’s information. Organizations cannot condition treatment, payment, enrollment, or benefits eligibility on patients providing authorization for promotional purposes, creating clear separation between healthcare services and commercial activities.

Treatment Communications Bypass Marketing Restrictions

Healthcare organizations can discuss treatment alternatives, medication options, and care coordination services without obtaining separate authorization because these communications serve legitimate healthcare purposes rather than commercial interests. Appointment scheduling, test result notifications, and prescription refill reminders fall under treatment or healthcare operations exemptions from marketing regulations.

Face-to-face communications between providers and patients about treatment options is unrestricted, even when providers receive financial benefits from recommended treatments or services. Written materials distributed during these encounters may trigger authorization requirements if they promote specific products or services beyond the immediate treatment relationship.

Financial Incentive Distinctions Shape HIPAA Marketing Rule Compliance

Communications become subject to the HIPAA marketing rule when healthcare organizations receive financial remuneration from third parties for promoting their products or services. Pharmaceutical company payments for promoting medications, medical device manufacturer incentives, or referral fees from specialty services transform otherwise acceptable communications into restricted promotional activities.

Organizations must examine their financial relationships carefully to determine when communications cross from permissible healthcare operations into restricted promotional territory. Even nominal payments or gifts from third parties can trigger marketing authorization requirements for communications that mention or promote those parties’ products or services.

Business Associate Relationships Complicate Marketing Activities

Vendors creating promotional materials, managing patient outreach campaigns, or analyzing treatment data for commercial purposes need business associate agreements before accessing PHI. These relationships are difficult if the promotional vendors also provide healthcare services or when healthcare organizations share revenue from marketing activities with their business partners.

Organizations must negotiate appropriate contractual protections and ensure vendors understand their obligations under the HIPAA marketing rule before beginning any collaborative promotional activities. Liability for vendor violations remains with the covered entity, making careful partner selection and monitoring essential for maintaining compliance.

Digital Platforms & Modern Marketing Compliance Challenges

Social media advertising, email campaigns, and online retargeting involve sharing patient information with technology platforms that lack appropriate privacy protections. Healthcare organizations cannot upload patient contact lists, demographic details, or treatment information to advertising platforms without proper authorization and business associate agreements covering those platforms.

Website analytics, social media pixels, and advertising tracking technologies may inadvertently capture and transmit PHI to third-party platforms without appropriate protections. Organizations need controls to prevent accidental information sharing while still enabling effective digital marketing activities within compliance boundaries.

Enforcement Penalties Reflect Serious Violation Consequences

Recent Office for Civil Rights enforcement actions have resulted in multi-million dollar settlements for organizations that used patient information in marketing materials without authorization or shared PHI with advertising vendors without appropriate agreements. These cases highlight increasing federal scrutiny of healthcare promotional activities and willingness to impose substantial financial penalties.

Violations may stem from seemingly innocent activities like patient newsletters, social media posts, or website testimonials that inadvertently disclosed PHI without proper authorization. Organizations discover that good intentions cannot shield them from penalties when their marketing activities violate patient privacy protections under the HIPAA marketing rule.

Compliance Programs Minimize Violation Risks

Healthcare organizations benefit from establishing clear review processes for all promotional materials and patient communications before distribution. Designated privacy personnel can evaluate whether proposed communications require authorization, involve business associate relationships, or create other compliance risks under marketing regulations.

Staff training helps employees recognize the difference between permissible healthcare communications and restricted marketing activities. Education updates keep pace with new promotional channels, emerging technology platforms, and evolving interpretations of the rule’s requirements within changing healthcare and advertising landscapes.

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explanation of benefits

Why Healthcare Insurers Should Send Explanation of Benefits Statements Via Email

Explanation of Benefits statements or EOBs are mission-critical communications for health insurers because they ensure transparency, help detect billing errors or fraud, and most importantly, keep patients informed about their benefits and related payments.

 

However, the most conventional method of sending out EoBs, traditional mail, has several drawbacks that can prevent important information about healthcare coverage from reaching the intended recipient. This can leave policyholders in the dark about their healthcare coverage, which can lead to confusion and dissatisfaction with their insurance provider when they receive an unexpected medical bill. This can also drive up inbound calls into your claims department or contact center.

 

Because Explanation of Benefits statements contain the protected health information (PHI) of policyholders, insurers are bound by HIPAA (the Health Insurance Portability and Accountability Act) regulations to ensure their secure delivery. Consequently, the risks inherent to sending paper EoB statements in the mail not only have security implications but also potential consequences for non-compliance.

 

With all this in mind, this post discusses why healthcare insurers should send EoBs to their policyholders via secure email instead of traditional mail. We detail the various benefits of making the switch to electronic EoBs, which include enhanced security, better adherence to compliance regulations, and the opportunity to save millions of dollars per month.

 

Protecting Patient Privacy

The primary reason that insurance companies should shift to email EoBs as opposed to traditional mail is that it’s far more secure. Sending an EoB via email drastically decreases the risk of protected health information (PHI) getting into the wrong hands. When sent in paper form by mail, an EoB could be:

 

  • Lost, stolen or damaged in transit
  • Delivered to the wrong address
  • Not properly deposited in a letter or mailbox, then stolen
  • Intercepted within the intended address by another individual who lives at or has access to the residence. 

As detailed later in this post, email also allows for various controls and processes, which mitigate the risks of unsuccessful message delivery.

 

Most importantly, secure email provides data encryption, which safeguards the sensitive patient data within EoBs during transmission and when stored by rendering it unreadable to malicious actors who might intercept it. Physical mail, in contrast, offers no such protection, as someone who intercepts a paper EoB form can simply open it and freely read its contents.

 

Finally, secure email delivery platforms feature identity verification and access controls that enable healthcare insurers to restrict access to PHI to authorized personnel, limiting its exposure. They also provide auditing capabilities to track access to patient data, and quickly identify the source of security breaches.

HIPAA Compliance Benefits

Because sending an Explanation of Benefits statement via email is more secure, and better protects any patient data contained within them, this also reduces the risk of HIPAA compliance violations.

 

First and foremost, HIPAA regulations mandate that communications containing PHI, such as EoBs, must securely reach the intended recipient. By eliminating the risk of physical interception or non-delivery, and the compliance violations from a resulting security breach, insurers can better adhere to HIPAA regulations using email for sending EOBs. On a similar note, the security features built into a HIPAA compliant email platform, such as encryption, access controls, and audit logs, help insurers to satisfy the requirements of HIPAA’s Privacy and Security Rules in their compliance efforts.

 

Another considerable benefit of using secure email to send policyholders their EoBs, or, in fact, any communication containing PHI, is that it’s far easier to implement breach notification protocols. Email delivery platforms provide real-time tracking, so companies can pinpoint email message failures quickly and act accordingly. Similarly, intrusion detection systems and other cybersecurity measures that support email systems can enable faster detection and containment of data breaches.

 

In stark contrast, physical mail is far more difficult to track – and even those limited capabilities are reserved for more expensive delivery options. Consequently, security breaches via mail could go unnoticed for days or even weeks. If you’re unaware of a data breach, or have not yet contained or mitigated it, you’re then unable to inform all affected parties, resulting in further HIPAA violations.

Increased Deliverability Rates

By greatly mitigating the security risks presented by physical mail, i.e., the various ways an EoB could fall into the wrong hands, sending an EoB by email increases your ability to get more EOBs into the hands of policyholders, more quickly. At the same time, policyholders can make faster decisions regarding their healthcare.

The ability to track secure email gives you greater control over EOB deliverability, as it allows organizations to determine the cause of delivery failure and can also make subsequent attempts. Additionally, the process of determining the reason for the message delivery failures can also reveal security issues; the same process, however, is very difficult to achieve with traditional mail.

 

Here’s how the typical protocol for resending a secured email goes beyond what you can do with managing traditional mail delivery:

 

  • Determine the cause of non-delivery: verify that the intended recipient information is correct and check for issues like a full email inbox or security misconfigurations. 
  • Don’t automatically resend: to avoid exposing PHI to the wrong person, confirm the intended recipient’s email address through an alternative verified channel, e.g., phone call, secure SMS, etc. 
  • Log the incident: document the delivery failure, steps taken to determine its cause, attempts, etc.
  • Reattempt message delivery: if the investigation deems it safe, attempt message redelivery with the corrected information. 

In the event that subsequent delivery attempts fail, it’s best practice to contact the individual to arrange the most convenient and secure alternative to deliver their EoBs. 

Cost Savings 

Simply put, sending Explanation of Benefits statements via email instead of traditional mail saves health insurers money – potentially lots of it. Processing EOBs from start to finish can cost health insurers one to two dollars or more per EOB. That’s a lot. The biggest opportunity for cost reduction is tied to the money saved on printing and mailing paper EoB statements. Additionally, the cost of administering the delivery of EoB forms, ensuring their delivery, etc., is lowered when it’s done electronically. Not to mention, resending EoBs in the event of their non-delivery is much easier and cheaper via email.

 

In a broader sense, increasing the deliverability and the success rate of sending EoBs helps a larger number of policyholders better understand the details of their insurance coverage, i.e., how it works, which services and procedures it covers, etc. As a result of their policyholders being more informed, insurers won’t spend as much time explaining policy details and cost breakdowns to their members, allowing them to divert the otherwise required resources to other areas of the business.  

Reduced Carbon Footprint

Finally, it’s difficult to highlight the benefits of sending EoBs to policyholders by email without recognizing the positive environmental impact, too. Email EoBs cut down on paper, for both the forms themselves and the envelopes they’re mailed in. Then there’s the matter of the electricity and ink involved in printing them, the emissions produced in their delivery, etc. Opting to send EoBs via email reduces all these factors, which enables healthcare organizations to lower their carbon footprint and, where applicable, meet their sustainability obligations or goals. 

Deliver EoBs More Securely, Reliably, and at Lower Cost with LuxSci

LuxSci’s Secure High Volume Email Solution enables healthcare insurance companies to instantly send Explanation of Benefits statements to policyholders at a massive scale, extending into hundreds of thousands or millions per month.

 

Our HIPAA compliant email delivery platform features:

 

  • Dedicated IPs that isolate critical transactional messages, such as EoBs, from other email traffic, allowing LuxSci customers to reach deliverability rates of 98% or more. 
  • Real-time tracking for determining the delivery status of EoBs, as well as troubleshooting unsuccessful delivery attempts.
  • Flexible encryption through LuxSci’s proprietary SecureLine Technology, which automatically adjusts encryption settings according to the recipient to better ensure the protection of sensitive data.

Contact us today to learn more about how your organization can begin the transition to electronic EoBs.

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Email Deliverability

Why is High Email Deliverability Essential for Healthcare Companies?

With email communication playing a critical role in the customer engagement strategies of virtually every organization, high email deliverability rates are vital to success across all industries. In the healthcare sector, however, the stakes can be far higher. An undelivered email isn’t merely an inconvenience or a lost sales opportunity; it could mean a missed appointment, a delay in a prescription refill, or a failure to get a patient critical healthcare information. Or worse, the email could end up in the hands of an unintended recipient, including bad actors and cybercriminals.  

With this in mind, this post details why high email deliverability is essential for healthcare companies, as well as how your organization benefits from reliable and rapid email delivery. 

Speed and Efficiency

The primary reason that high email deliverability is crucially important to healthcare organizations is to best guarantee essential communications that directly impact an individual’s healthcare journey reach them promptly. These transactional emails can include appointment reminders, prescription renewals, product order confirmations, test results, explanation of benefits notices, payment reminders, and invoices. Administrative notifications related to software or systems that a patient might use, such as a password reset for an online portal, also fall under the category of transactional emails.

When transactional emails are delayed or fail to reach people altogether, they can compromise a patient’s ability to access care, adhere to treatment plans, stay informed on key facets of their healthcare journey, and, ultimately, achieve optimal health outcomes. 

When a patient fails to receive an expected email, such as a prescription confirmation, for example, it can leave them feeling confused and unsure of what to do next. For individuals who are sick, elderly, or managing chronic conditions, this can cause unnecessary stress, anxiety, and even compromise adherence to care plans.

In contrast, high email delivery rates create the opposite effect, helping patients get the communications and information they need. This increases their trust in your company and gives them a firmer sense of control over their healthcare journey. 

Compliance with HIPAA Regulations 

While the above point stresses the importance of reliable email delivery for the patient’s and customer’s benefit, healthcare companies also have a vested interest in ensuring communications reach the intended recipient for regulatory and patient privacy reasons.  

To comply with the Health Insurance Portability and Accountability Act (HIPAA), emails that contain sensitive patient data, i.e., electronic protected health information (ePHI), must be securely delivered to the intended recipient. If, on the other hand, a communication containing ePHI fails to reach the intended recipient patient, that represents a failure in secure communications and a potential HIPAA violation for your organization. 

After all, where did the patient’s data go? Was it delivered to the wrong person? Was it blocked by a spam filter and is left sitting unencrypted on a server somewhere?

If you can’t answer these questions, you could be exposed to a data breach, and it could result in a HIPAA violation, meaning your organization incurrs the associated consequences, including financial penalties and reputational damage. Conversely, deploying a fully HIPAA compliant email solution, such as LuxSci, supported by a dedicated infrastructure and designed for high email delivery enables your organization to include patient data in communications with confidence and ensure you messages land in the recipient’s inbox.  

Greater Levels of Personalization and Engagement

Finally, high email deliverability rates are essential for healthcare organizations because they help drive greater levels of engagement with patients and customers. Higher email deliverability means better inbox placement, leading to more emails being opened, more links being clicked, and more conversions for your communications and campaigns.

In the case of healthcare retailers, for example, this equates to converting more prospects into customers and, consequently, maximizing the ROI of email marketing campaigns, in some cases with up to 80% better results.  

While healthcare marketers, understandably, focus most of their efforts on crafting attention-grabbing headlines, personalizing the message content, and the email’s design elements, these factors are rendered irrelevant if the message fails to reach the recipient in the first place! When you take this into account, high email deliverability is a crucial component in optimizing the ROI of email communications and campaigns, and an all too often overlooked component at that. 

Get Your Copy LuxSci’s Achieving High Email Deliverability Best Practices Paper

To learn more about the importance and value of high email deliverability for healthcare companies,  download your copy of LuxSci’s latest Best Practices Paper: How to Achieve High Email Deliverability in Healthcare. You’ll discover:

  • How to opitmize performance for the different types of healthcare emails.
  • Powerful strategies for increasing your company’s email deliverability rates. 
  • How small increases in email deliverability can have considerable effects on your marketing ROI 

Grab your copy of the report here, and learn how to enhance your email deliverability rates today.

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device HIPAA compliant

What Makes a Device HIPAA Compliant?

No single feature makes a device HIPAA compliant, as compliance derives from a combination of security controls, administrative policies, and appropriate usage practices. Healthcare organizations must implement encryption, access restrictions, and monitoring capabilities to ensure devices handling protected health information meet regulatory requirements. While manufacturers may advertise “HIPAA compliant” products, the responsibility for maintaining HIPAA compliant status ultimately rests with the healthcare organization through proper configuration, management, and usage in clinical environments.

Physical Security Requirements

Healthcare technology requires physical protections to prevent unauthorized access to patient information. Organizations aiming to render a device HIPAA compliant should consider location restrictions that limit where equipment can be used or stored. Physical safeguards include screen privacy filters that prevent visual access from unauthorized viewers, device locks securing equipment to fixed objects, and controlled access to areas containing sensitive technology. For portable devices, theft prevention features like tracking software and remote wiping capabilities provide additional protection. These physical controls complement other measures to create more complete security for healthcare devices.

Data Encryption Implementation

Encryption is a requirement for becoming fully HIPAA compliant in healthcare settings. Organizations should implement full-disk encryption that protects all information stored on device hard drives or solid-state storage. For devices transmitting data across networks, communications encryption using current protocols prevents interception during transmission. Mobile devices particularly benefit from encryption since they face higher risks of loss or theft. Many healthcare organizations establish minimum encryption standards that all devices must meet before connecting to clinical systems or accessing patient information. Proper encryption key management ensures data remains accessible to authorized users while maintaining protection from unauthorized access.

Access Control Systems

Controlling who can use devices and access the information they contain forms an essential part of compliance. Healthcare organizations typically establish access policies supporting HIPAA compliant operations requiring unique identification for each user. Authentication methods range from passwords or PINs to biometric verification like fingerprint scanning or facial recognition. Automatic timeout features terminate sessions after periods without activity. Role-based permissions restrict what information different users can view based on their job functions. These layered access controls help prevent both external threats and inappropriate internal access to sensitive patient data.

Mobile Device Management

Mobile technology presents unique compliance challenges due to portability and varied usage contexts. An approach to HIPAA compliant management includes mobile device management (MDM) solutions that enforce security policies across smartphones, tablets, and laptops. These management systems can remotely configure security settings, install updates, and even wipe devices if lost or stolen. Application controls limit which programs can be installed or access protected health information. Many organizations implement container solutions that separate personal and clinical applications on the same device. These management capabilities provide consistency across diverse mobile platforms while adapting to healthcare workflows.

Audit and Monitoring Capabilities

HIPAA regulations require tracking access to protected health information, making monitoring important for device HIPAA compliant certification. Devices handling patient data should maintain logs recording user activities, data access, and system events. Security monitoring tools analyze these logs to identify unusual patterns that might indicate unauthorized access. Vulnerability scanning helps identify security weaknesses before they lead to data breaches. These monitoring capabilities not only help detect potential security incidents but also provide documentation of compliance efforts during regulatory reviews or audits.

Maintenance and Update Procedures

Maintaining device HIPAA compliant status requires ongoing attention to emerging security threats and vulnerabilities. Organizations should establish procedures for promptly applying security patches and updates to all devices accessing protected health information. Asset management systems track which devices need updates and verify completion. End-of-life policies ensure obsolete devices that can no longer receive security updates are removed from clinical use. Lifecycle planning addresses hardware and software obsolescence before it creates security gaps. These maintenance procedures help ensure that devices remain compliant throughout their operational lifespan in healthcare environments.

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Best Secure Email Hosting

What Is The Best Secure Email Hosting For Healthcare Organizations?

The best secure email hosting for healthcare organizations provides encrypted data storage, HIPAA-compliant infrastructure, redundant security measures, and reliable uptime guarantees that protect patient information while supporting clinical and administrative communication needs. Healthcare providers, payers, and suppliers require email hosting solutions that maintain data security during storage and transmission while offering the performance and reliability needed for patient care operations. Selecting the best secure email hosting involves evaluating infrastructure security, compliance certifications, data center locations, backup procedures, and technical support capabilities. Understanding how different hosting approaches address regulatory requirements and operational needs helps healthcare organizations choose platforms that protect patient data while maintaining efficient communication workflows.

Infrastructure Security And Data Protection Features

The best secure email hosting implements multiple layers of physical and logical security controls to protect healthcare email data from unauthorized access and cyber threats. Data center facilities feature biometric access controls, 24/7 security monitoring, and environmental protections that prevent unauthorized physical access to servers storing patient communications. Redundant power systems, climate controls, and fire suppression systems protect email infrastructure from environmental hazards and equipment failures. Server-level security includes hardened operating systems, regular security patches, and network segmentation that isolates email systems from other applications and potential attack vectors. The best secure email hosting uses enterprise-grade firewalls, intrusion detection systems, and anti-malware protection to prevent unauthorized network access and malicious software infections. Encrypted storage protects email data at rest using advanced encryption algorithms that render information unreadable even if storage devices are compromised.

Network security measures include secure transmission protocols, virtual private networks, and traffic monitoring that protect email communications during transmission between servers and user devices. Database encryption protects email metadata, user credentials, and configuration information from unauthorized access. Regular vulnerability assessments and penetration testing help identify and address potential security weaknesses before they can be exploited by attackers.

HIPAA Compliance And Regulatory Requirements

Good secure email hosting maintains comprehensive HIPAA compliance programs that address administrative, physical, and technical safeguards required for protecting electronic protected health information. Business associate agreements clearly define responsibilities for protecting patient data, incident reporting procedures, and audit requirements that support healthcare organization compliance efforts. Hosting providers maintain documentation of security measures, staff training programs, and compliance monitoring activities.

Audit logging capabilities track all access to email systems, including user logins, message access, administrative changes, and system maintenance activities. The best secure email hosting provides detailed audit reports that healthcare organizations can use to demonstrate compliance during regulatory reviews and investigations. Log retention policies ensure that audit information remains available for required periods while protecting stored data from unauthorized modification.

Risk assessment procedures evaluate potential threats to email systems and implement appropriate safeguards based on the likelihood and potential impact of security incidents. Regular compliance monitoring verifies that hosting infrastructure continues meeting HIPAA requirements as technology and regulations evolve. Incident response procedures address potential security breaches with notification protocols and remediation steps that minimize harm to patient information.

Data Center Locations And Backup Procedures

Geographic diversity of data centers provides redundancy and disaster recovery capabilities that ensure email availability during regional emergencies or infrastructure failures. The best secure email hosting maintains multiple data center locations with real-time data replication that enables rapid recovery from hardware failures or natural disasters. Load balancing distributes email traffic across multiple servers to prevent performance degradation during peak usage periods.

Backup procedures include automated daily backups, offsite storage, and regular restoration testing to verify data recovery capabilities. Backup encryption protects archived email data using the same security standards applied to active email systems. The best secure email hosting maintains multiple backup copies across geographically separated locations to protect against simultaneous failures at multiple sites.

Recovery time objectives define maximum acceptable downtime for email services, while recovery point objectives specify acceptable data loss limits during disaster recovery scenarios. Service level agreements guarantee specific uptime percentages and response times for addressing technical issues. Regular disaster recovery testing validates backup and restoration procedures to ensure rapid email service recovery when needed.

Performance Monitoring And Technical Support

Performance monitoring systems track email server response times, message delivery rates, and system resource utilization to identify potential issues before they affect user experience. The best secure email hosting provides real-time performance dashboards that healthcare organizations can use to monitor their email system status and identify usage patterns. Capacity planning ensures that email infrastructure can accommodate growing user bases and increasing message volumes.

Network monitoring detects connectivity issues, bandwidth constraints, and routing problems that could affect email delivery or access. Server monitoring tracks hardware health, software performance, and resource utilization to prevent system failures and optimize email performance. Database monitoring ensures that email storage systems maintain optimal performance and data integrity.

Technical support includes 24/7 availability, escalation procedures, and expertise in healthcare email requirements and HIPAA compliance issues. The best secure email hosting provides multiple support channels including phone, email, and online chat with guaranteed response times for different severity levels. Support staff receive training on healthcare privacy requirements and can assist with compliance questions and technical issues specific to medical communication needs.

Cost Analysis And Service Agreements

Pricing models for secure email hosting include per-user subscriptions, storage-based fees, and enterprise agreements that accommodate different organizational sizes and usage patterns. The best secure email hosting offers transparent pricing without hidden fees for security features, compliance support, or technical assistance. Cost comparisons should include hosting fees, implementation costs, ongoing support expenses, and potential savings from avoiding HIPAA violations.

Service level agreements define uptime guarantees, performance standards, support response times, and penalties for service failures. Contract terms should address data ownership, termination procedures, and data return or destruction requirements when hosting relationships end. The best secure email hosting provides flexible contract options that accommodate changing organizational needs and budget constraints.

Total cost of ownership calculations include hosting fees, technical support costs, compliance monitoring expenses, and staff training requirements. Return on investment analysis should consider improved email security, reduced IT infrastructure costs, enhanced disaster recovery capabilities, and decreased risk of data breaches. Long-term cost projections help healthcare organizations budget for email hosting services and plan for future scalability needs effectively.

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HIPAA Email Policy

What Are HIPAA Email Requirements?

HIPAA email requirements include implementing administrative, physical, and security protections for electronic protected health information transmitted through email communications. Healthcare organizations must establish policies, provide staff training, implement encryption measures, maintain audit trails, and execute business associate agreements when using email systems that handle PHI to ensure compliance with Privacy and Security Rule obligations. Email communication has become indispensable for healthcare operations, yet many organizations lack comprehensive understanding of specific HIPAA obligations that apply to electronic messaging. Clear knowledge of these requirements helps healthcare providers maintain compliance while utilizing email efficiency for patient care and administrative functions.

Administrative Protection Requirements

Written policies must govern how healthcare organizations use email for PHI communications, including procedures for patient authorization, encryption standards, and incident response protocols. These policies should address all aspects of email usage from initial setup through message retention and disposal. Privacy officer designation ensures that healthcare organizations have qualified personnel responsible for developing email policies, training staff, and monitoring compliance with HIPAA email requirements. This individual must have authority to implement changes and investigate potential violations. Workforce training programs must educate healthcare personnel about proper email usage, patient privacy rights, and security procedures for PHI protection. Training should be provided to all staff who use email systems and updated regularly to address new threats and regulatory guidance.

Physical Protection Standards

Workstation security controls prevent unauthorized individuals from accessing email systems containing PHI through unattended computers or mobile devices. Healthcare organizations must implement automatic screen locks, secure login procedures, and physical access restrictions for devices used to access patient information. Device controls help healthcare organizations manage smartphones, tablets, and laptops used for email communications containing PHI. These controls should include encryption requirements, remote wipe capabilities, and restrictions on personal use of organizational devices. Facility access restrictions protect email servers and network infrastructure from unauthorized physical access. Healthcare organizations must secure server rooms, network equipment, and backup systems that store or transmit PHI through appropriate access controls and environmental protections.

Information Access Management Controls

User authentication systems verify the identity of individuals accessing email systems before granting access to PHI. Healthcare organizations must implement strong password requirements, account lockout procedures, and regular access reviews to ensure that only authorized personnel can access patient information. Role-based access controls limit email functionality based on job responsibilities and PHI access needs. Administrative staff might have different email permissions than clinical personnel, ensuring that users only access information necessary for their specific duties within the healthcare organization. Account management procedures ensure that email access aligns with current employment status and job responsibilities. Healthcare organizations must promptly remove access when employees leave and update permissions when staff change roles to prevent unauthorized PHI access.

Audit Control and Accountability Measures

Activity logging systems must capture detailed records of email access, transmission, and modification activities involving PHI. These logs should include user identification, timestamps, and actions taken to support compliance monitoring and potential breach investigations. Regular log reviews help healthcare organizations identify unusual access patterns, potential security threats, and policy violations related to email usage. These reviews should be conducted by qualified personnel who can recognize indicators of inappropriate PHI access or disclosure. Accountability documentation helps healthcare organizations track individual responsibility for email activities involving PHI. Clear assignment of user accounts and regular certification of access needs ensure that email usage can be traced to specific individuals when necessary.

Information Integrity Protections

Data validation procedures help ensure that PHI transmitted through email remains accurate and complete during transmission. Healthcare organizations should implement controls that detect unauthorized modifications to email content or attachments containing patient information. Backup and recovery systems protect email data from loss due to system failures, security incidents, or natural disasters. These systems must maintain the same security protections as primary email systems while ensuring that PHI can be restored when needed for patient care or compliance purposes. Version control measures help healthcare organizations track changes to email policies, system configurations, and security settings that affect PHI protection. These controls support audit requirements and help ensure that security measures remain current and effective.

Transmission Security Standards

Encryption implementation protects PHI during email transmission between healthcare organizations and external recipients. Healthcare organizations must evaluate their email systems to determine appropriate encryption methods based on risk assessments and HIPAA email requirements. Network security controls protect email infrastructure from unauthorized access and cyber threats. These controls include firewalls, intrusion detection systems, and secure network configurations that prevent attackers from intercepting or modifying email communications containing PHI. Message routing procedures ensure that emails containing PHI follow secure transmission paths and reach intended recipients without unauthorized disclosure. Healthcare organizations should implement controls that prevent accidental misdirection of patient information to wrong email addresses.

Business Associate Management Obligations

Vendor evaluation processes help healthcare organizations select email service providers that can meet HIPAA email requirements and provide appropriate security protections for PHI. These evaluations should include security assessments, compliance audits, and reviews of vendor policies and procedures. Contract requirements ensure that business associates providing email services agree to protect PHI and comply with HIPAA obligations. Business associate agreements must specify security requirements, breach notification procedures, and audit rights that healthcare organizations need to maintain compliance. Monitoring procedures help healthcare organizations verify that business associates continue meeting HIPAA email requirements and maintaining appropriate PHI protections.

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