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Impact Of HIPAA On
       Your Social Media Strategy

Developing A Privacy Policy & Social Media
     Policy For Your Dental Practice



                              Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Founded In 2004
NASDAQ: RLOC
64 Offices Worldwide
Over 1,500 Employees




> 18,000 Online Campaigns For Dentists
> 400,000 New Patient Calls
> 2,000,000 Web Events


Art Ruiz, Jr.
Internet Marketing Consultant
10 Years+ Advertising Field
Expert In Web Presence Optimization, Search Engine
Marketing, Search Engine Optimization, & Social Media.




                           Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Art Ruiz, Jr. & ReachLocal, Inc. 2011 ©
HIPAA




        Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
HIPAA – Health Insurance Portability &
      Accountability Act (1996)


“The Intent Of This Act Is To Protect Clients,
Reduce Fraud, Improve Quality Of Health Care,
    & Set Strict Standards For How Private
 Information About Clients Is Transmitted.”*
                                      - Melissa Nicole Freeburg




                                Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
TITLE II Is Broken Down Into 5 Rules:

    
      The Privacy Rule
    
      The Transactions & Code Sets Rule
    
      The Security Rule
    
      The Unique Identifiers Rule
    
      The Enforcement Rule
                                    - 45 C.F.R. § 160.103.




                             Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Protected Health Information (PHI)

The Privacy Rule Protects All “Individually
Identifiable Health Information” Held Or
Transmitted By A Covered Entity Or Its
Business Associate, In Any Form Or Media,
Whether Electronic, Paper, Or Oral.
                                        - 45 C.F.R. § 160.103.




                                 Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Treatment, Payment & Operations (TPO)


 Treatment Is The Provision, Coordination,
 Or Management Of Health Care & Related
 Services For An Individual By One Or More
 Health Care Providers...
                                       - 45 C.F.R. § 164.501.




                                Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Treatment, Payment & Operations (TPO)


 Payment Encompasses Activities Of A
 Health Plan To Obtain Premiums, Determine
 Or Fulfill Responsibilities For Coverage &
 Provision Of Benefits...For Health Care
 Delivered To An Individual.
                                      - 45 C.F.R. § 164.501.




                               Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Treatment, Payment & Operations (TPO)
 Health Care Operations -
 Quality Assessment Including Case Management &
 Care Coordination, Provider Or Health Plan
 Performance Evaluation, Medical Reviews, Audits
 Or Legal Services, Fraud & Abuse Detection,
 Compliance Programs, Business Planning,
 Development, Management, & General
 Administrative Activities.
                                          - 45 C.F.R. § 164.501.




                                   Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Authorized Uses & Disclosures
Authorization -
A Covered Entity Must Obtain The Individual's
Written Authorization For Any Use Or Disclosure
Of Protected Health Information (PHI) That Is Not
For Treatment, Payment Or Health Care
Operations Or Otherwise Permitted Or Required
By The Privacy Rule.
                                           - 45 C.F.R. § 164.508.




                                    Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Authorized Uses & Disclosures

Marketing -
Is An Arrangement Between A Covered Entity &
Any Other Entity Whereby The Covered Entity
Discloses Protected Health Information, In
Exchange For Direct Or Indirect Remuneration...A
Covered Entity Must Obtain An Authorization To
Use Or Disclose Protected Health Information For
Marketing.
                                          - 45 C.F.R. § 164.508.




                                   Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Health Care Adoption Of Social Media




                          Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Social Media Policy for The Practice
• Clarify That Social Media Is Subject To HIPAA Regulations
    & It's Penalties

• Clarify That Work Comes First – Activity Should Not Interfere
    With Work Commitments

• Encourage Respectful, honest, & Valuable Social Media Activity
    (Sharing, Commenting, Liking, Etc. )

• Contact Information For Questions

• Editable Social Media Policy Word .doc Available Upon Request


                                             Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
It's In The Wording.
 Don't Offer Advice Or Consultations Online.
      – My Molar Is Really Sore, What Should I Do?
- “Hey Sally – I Would Try To Extract That Tooth First, Then See If That Feels Better.”
+ “Hey Sally – Give Us A Call At The Office To Schedule Some Time To Look At That.”


 Protect Your Patients' Privacy, Always.
      – Dr. Smith Is The Best Dentist Ever.
- “It Was Good To See You Today, Hope Your Dentures Fit Better This Time.”
       + “We Appreciate Your Feedback.


Honest Mistakes Are Still Your Problem.
      Our Patient Referral Winners For May: Mary Smith Dave Jones $100 (Tagged In Photos)
      - Are You Really Protecting Your Patients?
      + “Congratulations To Our May “Refer A Patient” Program Winners”. Each Winner received a
         $100 Gift Card To Chick Fil A.”



                                                                                     Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
It's In The Wording...
 When In Doubt, Take It Out! Period.
      – You Guys Run A Horrible Practice And Are A Bunch Of #@(#*@)!
- “You Are A Horrible Little Man That Needs To Be Slapped.”
+ Remove Or Delete The Comment. Remove User Or Block User From Posting Again.


 You Never Know Who Is Listening.
      – This Morning, We Just Treated The Worst Case Of Halitosis Ever, Hopefully He Will
        Brush His Teeth More & Floss More. His Son Complained About His Coffee Breath.
- Identifiable Information, Enough To Figure Out Who It Was?
      + “Here Is A Great Article We Found About Treating Coffee Breath.”


Get Authorization First, Then Post Responsibly.
      Isn't Little Suzie The Cutest Patient Ever? Practice Tagged Mom's Photo Of Kid.

      - Done Right, Maybe. Good Idea, Probably Not.
      + “Isn't This The Cutest Smile Ever?” No Tags, No Reference To Suzie's Name


                                                                                    Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
It's In The Wording...
 Never, Ever Promise Or Guarantee Results.
      – I Have Crooked Front Teeth, Do You Offer Free Consultations?
- Come In And See Us, We Promise To Make Your Smile Look Like This. (Picture Of Perfect Teeth.)
+ We Have Helped Hundreds Of Patients Get Great Smiles, Call Us At The Office To Set Up An Appointment.


 Be Respectful, Everyone's Watching & Reading
      Dr. Smith Is The Worst Dentist Ever.
            - ”We Just Asked You To Pay Your Bill On Time For Once.”
            + ”Please Call Us To Resolve Your Issue.”




Be Relevant, Or Don't Post Anything.
      Obama Dental Care Is Going To Hurt Everyone In The Long Run.
      - Never A Good Idea To Talk Politics, Religion, Sensitive Topics Online.
      + Informative, Positive, Engaging, Appropriately Humorous Content Is King.



                                                                                   Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Creating A Social Media Publishing
     Policy For Your Practice.




                         Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Why Is This Needed?
HIPAA Compliant
Reputation Management
Brand Management
Accountability
Expectations
Appropriate Sites
Appropriate Content



                        Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
What Should Go Into A Social Media Policy?


    Tie Policy To Current Personnel Handbook
    HIPAA Overview
    Limited To Professional Use
    Standardized Disclaimers When Posting To Blogs
    Professional Conduct To Always Be Followed




                                    Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
What Should Go Into A Social Media Policy?

    Content / Post Deletion Process
    Media Inquiry Procedure
    Patient Engagement Policy
    Approval Process For Social Content Calendar
    Use Of Copyright & Intellectual Property
        Proper Use & Citation Needed




                                     Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Proper Use Of Copyright & Intellectual Property


   Quotations: Credit The Author, Include The Link Where It
     Originated From, Re-purpose 10%-15% Of Article.
   Videos: Include Link From Where Video Originated
   Links: Always Include Link In Postings From Origination Of
     Content To Cite Author.
   Pictures: Credit Who Took Photo Or Website It's From.




                                           Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Content Calendar Best Practices
Dental Industry Articles
Comment On Or Provide Unique Insight On Article
Ask Questions
Top Dental Tips
Factoids
Videos
Infographics
Lists
Favorite Dental Resources
Office Updates, Birthdays, Anniversaries
Charity & Community Work

                                Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Importance Of Creating / Updating The
   Privacy Policy On Your Website.




                           Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
Privacy Policy For Your Website


Go To www.FreePrivacyPolicy.com
The Google Ranking Factor
Protecting Your Clients Regarding HIPAA
Good Business




                                 Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
What Elements Should Be In A Privacy Policy?


     What Information Do We Collect?
     What Do We Use Your Information For?
     How Do We Protect Your Information?
     Do We Use Cookies?
     Do We Disclose Any Information To Outside Parties?
     Third Party Links
     Online And / Or Office Privacy Policy Disclaimer
     Your Consent (CYA)



                                      Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©

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HIPAA Compliance and Your Social Media Strategy

  • 1. Impact Of HIPAA On Your Social Media Strategy Developing A Privacy Policy & Social Media Policy For Your Dental Practice Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 2. Founded In 2004 NASDAQ: RLOC 64 Offices Worldwide Over 1,500 Employees > 18,000 Online Campaigns For Dentists > 400,000 New Patient Calls > 2,000,000 Web Events Art Ruiz, Jr. Internet Marketing Consultant 10 Years+ Advertising Field Expert In Web Presence Optimization, Search Engine Marketing, Search Engine Optimization, & Social Media. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 3. Art Ruiz, Jr. & ReachLocal, Inc. 2011 ©
  • 4. HIPAA Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 5. HIPAA – Health Insurance Portability & Accountability Act (1996) “The Intent Of This Act Is To Protect Clients, Reduce Fraud, Improve Quality Of Health Care, & Set Strict Standards For How Private Information About Clients Is Transmitted.”* - Melissa Nicole Freeburg Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 6. TITLE II Is Broken Down Into 5 Rules:  The Privacy Rule  The Transactions & Code Sets Rule  The Security Rule  The Unique Identifiers Rule  The Enforcement Rule - 45 C.F.R. § 160.103. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 7. Protected Health Information (PHI) The Privacy Rule Protects All “Individually Identifiable Health Information” Held Or Transmitted By A Covered Entity Or Its Business Associate, In Any Form Or Media, Whether Electronic, Paper, Or Oral. - 45 C.F.R. § 160.103. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 8. Treatment, Payment & Operations (TPO) Treatment Is The Provision, Coordination, Or Management Of Health Care & Related Services For An Individual By One Or More Health Care Providers... - 45 C.F.R. § 164.501. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 9. Treatment, Payment & Operations (TPO) Payment Encompasses Activities Of A Health Plan To Obtain Premiums, Determine Or Fulfill Responsibilities For Coverage & Provision Of Benefits...For Health Care Delivered To An Individual. - 45 C.F.R. § 164.501. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 10. Treatment, Payment & Operations (TPO) Health Care Operations - Quality Assessment Including Case Management & Care Coordination, Provider Or Health Plan Performance Evaluation, Medical Reviews, Audits Or Legal Services, Fraud & Abuse Detection, Compliance Programs, Business Planning, Development, Management, & General Administrative Activities. - 45 C.F.R. § 164.501. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 11. Authorized Uses & Disclosures Authorization - A Covered Entity Must Obtain The Individual's Written Authorization For Any Use Or Disclosure Of Protected Health Information (PHI) That Is Not For Treatment, Payment Or Health Care Operations Or Otherwise Permitted Or Required By The Privacy Rule. - 45 C.F.R. § 164.508. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 12. Authorized Uses & Disclosures Marketing - Is An Arrangement Between A Covered Entity & Any Other Entity Whereby The Covered Entity Discloses Protected Health Information, In Exchange For Direct Or Indirect Remuneration...A Covered Entity Must Obtain An Authorization To Use Or Disclose Protected Health Information For Marketing. - 45 C.F.R. § 164.508. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 13. Health Care Adoption Of Social Media Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 14. Social Media Policy for The Practice • Clarify That Social Media Is Subject To HIPAA Regulations & It's Penalties • Clarify That Work Comes First – Activity Should Not Interfere With Work Commitments • Encourage Respectful, honest, & Valuable Social Media Activity (Sharing, Commenting, Liking, Etc. ) • Contact Information For Questions • Editable Social Media Policy Word .doc Available Upon Request Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 15. It's In The Wording. Don't Offer Advice Or Consultations Online. – My Molar Is Really Sore, What Should I Do? - “Hey Sally – I Would Try To Extract That Tooth First, Then See If That Feels Better.” + “Hey Sally – Give Us A Call At The Office To Schedule Some Time To Look At That.” Protect Your Patients' Privacy, Always. – Dr. Smith Is The Best Dentist Ever. - “It Was Good To See You Today, Hope Your Dentures Fit Better This Time.” + “We Appreciate Your Feedback. Honest Mistakes Are Still Your Problem. Our Patient Referral Winners For May: Mary Smith Dave Jones $100 (Tagged In Photos) - Are You Really Protecting Your Patients? + “Congratulations To Our May “Refer A Patient” Program Winners”. Each Winner received a $100 Gift Card To Chick Fil A.” Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 16. It's In The Wording... When In Doubt, Take It Out! Period. – You Guys Run A Horrible Practice And Are A Bunch Of #@(#*@)! - “You Are A Horrible Little Man That Needs To Be Slapped.” + Remove Or Delete The Comment. Remove User Or Block User From Posting Again. You Never Know Who Is Listening. – This Morning, We Just Treated The Worst Case Of Halitosis Ever, Hopefully He Will Brush His Teeth More & Floss More. His Son Complained About His Coffee Breath. - Identifiable Information, Enough To Figure Out Who It Was? + “Here Is A Great Article We Found About Treating Coffee Breath.” Get Authorization First, Then Post Responsibly. Isn't Little Suzie The Cutest Patient Ever? Practice Tagged Mom's Photo Of Kid. - Done Right, Maybe. Good Idea, Probably Not. + “Isn't This The Cutest Smile Ever?” No Tags, No Reference To Suzie's Name Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 17. It's In The Wording... Never, Ever Promise Or Guarantee Results. – I Have Crooked Front Teeth, Do You Offer Free Consultations? - Come In And See Us, We Promise To Make Your Smile Look Like This. (Picture Of Perfect Teeth.) + We Have Helped Hundreds Of Patients Get Great Smiles, Call Us At The Office To Set Up An Appointment. Be Respectful, Everyone's Watching & Reading Dr. Smith Is The Worst Dentist Ever. - ”We Just Asked You To Pay Your Bill On Time For Once.” + ”Please Call Us To Resolve Your Issue.” Be Relevant, Or Don't Post Anything. Obama Dental Care Is Going To Hurt Everyone In The Long Run. - Never A Good Idea To Talk Politics, Religion, Sensitive Topics Online. + Informative, Positive, Engaging, Appropriately Humorous Content Is King. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 18. Creating A Social Media Publishing Policy For Your Practice. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 19. Why Is This Needed? HIPAA Compliant Reputation Management Brand Management Accountability Expectations Appropriate Sites Appropriate Content Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 20. What Should Go Into A Social Media Policy? Tie Policy To Current Personnel Handbook HIPAA Overview Limited To Professional Use Standardized Disclaimers When Posting To Blogs Professional Conduct To Always Be Followed Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 21. What Should Go Into A Social Media Policy? Content / Post Deletion Process Media Inquiry Procedure Patient Engagement Policy Approval Process For Social Content Calendar Use Of Copyright & Intellectual Property Proper Use & Citation Needed Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 22. Proper Use Of Copyright & Intellectual Property Quotations: Credit The Author, Include The Link Where It Originated From, Re-purpose 10%-15% Of Article. Videos: Include Link From Where Video Originated Links: Always Include Link In Postings From Origination Of Content To Cite Author. Pictures: Credit Who Took Photo Or Website It's From. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 23. Content Calendar Best Practices Dental Industry Articles Comment On Or Provide Unique Insight On Article Ask Questions Top Dental Tips Factoids Videos Infographics Lists Favorite Dental Resources Office Updates, Birthdays, Anniversaries Charity & Community Work Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 24. Importance Of Creating / Updating The Privacy Policy On Your Website. Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 25. Privacy Policy For Your Website Go To www.FreePrivacyPolicy.com The Google Ranking Factor Protecting Your Clients Regarding HIPAA Good Business Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©
  • 26. What Elements Should Be In A Privacy Policy? What Information Do We Collect? What Do We Use Your Information For? How Do We Protect Your Information? Do We Use Cookies? Do We Disclose Any Information To Outside Parties? Third Party Links Online And / Or Office Privacy Policy Disclaimer Your Consent (CYA) Art Ruiz, Jr. & ReachLocal, Inc. 2012 ©