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Ohio
                                             State Medical
                                               Association
                                              The power of many. The voice of one.




                  Social NetworkiNg aNd
                   the Medical Practice
                    GuidelineS fOr PhySiciAnS, Office StAff And PAtientS




         The usefulness of online social networking is undeniable and it’s no surprise that physicians
         are embracing it. But…these tools present a minefield of legal and professional hazards for
         medical professionals who don’t take the utmost care in how, what and where they post.
                                                          - E. Berkman, Massachusetts Medical Law Report

           This memorandum was developed for general informational purposes only. It is not meant to be a comprehensive
           guide, nor should it be construed as authoritative legal advice. This memorandum was developed by the OSMA
           Legal Services Group with the assistance of Anjenette Santelli, Capital Law School Intern.

     Surveys show that 35 percent of American adults have a profile on a social networking site. Seventy-five percent of facebook
     users admit to checking their facebook at work, on company time and company-owned equipment. in 2004, more than 10 per-
     cent of employees spent more than half of a day on email (86 percent of which is personal), and more than one in five employers
     (21 percent) had employee email and instant messages subpoenaed in the course of a lawsuit or regulatory investigation. One
     hundred percent of information placed on the Web is never really “erased” completely (Pew internet Project, 2008).

     times have changed. companies embrace social media to market products and services, and the healthcare field is no excep-
     tion. hospitals such as Kaiser Permanente® and the Mayo clinic® are utilizing social media platforms for the benefit of patients,
     employees and practitioners.

     While the growing popularity of social media use is mind-boggling (for example, 56,796,060 facebook users in March of 2009,
     and 114,190, 780 users in March of 2010), the increase in legal and ethical concerns surrounding social media use are over-
     whelming, fluid and unclear. here is a roadmap to help guide your course.

© 2010 Ohio State Medical Association
It Is Only a RIght tO WRIte.                                              yOu shOuldn’t Be “FRIends”
     the ‘right’ to express yourself on a social networking page does          WIth eveRyOne.
     not mean freedom from consequences. remember, you are just
     as accountable for what you write as you are for what you say,            On most social networking sites, “accepting” friends or followers
     and not surprisingly, the same rules apply to both. consider the          is what creates the illusion of confidentiality. for example, many
     following scenario:                                                       facebook users set their accounts so that only “friends” can see
                                                                               their information, and they have to accept the request to be friends.
     •	 A	 physician	 shares	 a	 general	 narrative	 of	 a	 recent	 patient	   Similarly, most blogs and twitter accounts have followers. take
        communication	on	his	personal	Facebook	page,	or	on	a	med-              time to consider who might read your post, blog or comment. even
        ical-oriented	page,	like	Sermo.		                                      if you are careful about who you “accept” as a friend, your friends
          • go ahead: if the information that is shared is generic enough      can pass on your post to their friends, etc., etc. consider the fol-
            that nobody can identify a patient in the course of reading        lowing scenario:
            (Berkman, Massachusetts Medical law report, Social net-
                                                                               •	 A	 physician’s	 “friend”	 on	 Facebook	 asks	 a	 health-related	
            working 101 for Physicians, 2009), the post is permitted and
                                                                                  question,	and	the	physician	responds	with	a	form	of	advisory	
            is a valuable tool for physicians to share information and
                                                                                  answer.	
            skills with other physicians faster than ever before.
          • stop and think: edited articles in peer reviewed publica-              • Caution: this seems like just a physician being helpful. he
            tions are not instantaneous. Publishing a status update on               is offering the same type of response one might offer a fam-
            facebook takes seconds.                                                  ily friend one runs into at the grocery store. it might be the
                                                                                     same question and the same response.
     What does this mean: the easier it is to publish something, and               • Warning: the physician most likely has created an elec-
     the less peer review there is, the more opportunities there are to              tronic record of an exchange that could be construed as a
     make mistakes.                                                                  physician-patient relationship.
     What to do: Be mindful of the laws and regulations that apply
     to everyday work, as a physician, an employer or an administra-           What does this mean: All the risks associated with physician-
     tive assistant and create office policies accordingly. for example,       patient relationships might apply, such as malpractice, patient
     require posts on business-hosted blogs to be proofread by a peer          abandonment and hiPAA.
     before being published. the laws that apply in person will apply          What to do: Be careful about who may access your social net-
     within any social media. Some examples include:                           working accounts. if you wish to take advantage of the benefits of
                                                                               social media, create a personal page, and a secondary page that
     •	 Title	 VII	 of	 the	 Civil	 Rights	 Act – prohibits discrimination     represents your practice, allowing patients to become fans of only
        based on race, color, sex, national origin or religion. this           the latter (Berkman, Massachusetts Medical law report, Social
        federal law covers private employers, state and local govern-          networking 101 for Physicians, 2009). Keep your personal social
        ments and educational institutions with at least 15 employees.         networking pages personal.
        Protections have been extended to include discrimination on
        the basis of pregnancy, sex stereotyping and sexual harass-
        ment.
                                                                               emplOyees shOuld nOt assume emplOyeR-OWned
     •	 Americans	with	Disabilities	Act	of	1990	(ADA) – prohib-                emaIl aCCOunts, telephOnes, COmputeRs and
        its employment discrimination based on disability. employers           InteRnet aCCess aRe pRIvate.
        may not inquire about disability prior to an offer of employ-
        ment and must make reasonable accommodations to persons                Personal internet use on the job is a reality. how much will you
        with disabilities.                                                     allow and how will you enforce it? As email communication grows,
     •	 Health	 Insurance	 Portability	 and	 Accountability	 Act	 of	          so does the written record of those conversations. the record rests
        1996 - requires the establishment of national standards for            as a sort of electronic dnA forever. employers may want to check
        the security and privacy of electronic health care transactions        out what their employees do online. consider the following sce-
        and national identifiers for providers and employers.                  nario:

     •	 General	Tort	Principles – this includes defamation, slander,            •	An	 employee	 receives	 a	 forwarded	 chain	 email	 from	 a	 co-
        libel, intentional infliction of emotional distress, etc. Be mind-        worker	 that	 is	 comical,	 but	 somewhat	 inappropriate.	 	As	 she	
        ful that most tort laws have criminal counterparts.                       chuckles	a	little,	she	decides	another	co-worker	certainly	has	
                                                                                  the	 sense	 of	 humor	 to	 appreciate	 this,	 and	 forwards	 it	 on	 to	
                                                                                  her.		Later,	after	finding	out	their	employer	was	monitoring	their	
                                                                                  emails,	both	employees	are	fired.		(Arace	v.	PNC	Bank,	2005).
© 2010 Ohio State Medical Association
• go ahead: it hardly needs to be stated. in the workplace,             in	relation	to	their	employment.		One	subscriber,	a	fellow	em-
             email is great. it has become one of the most common                  ployee	of	the	restaurant,	gave	her	personal	password	to	man-
             vehicles for communication. in 2010, the typical corpo-               agement,	who	checked	the	site	and	later	fired	the	site	creator	
             rate user sends and receives about 110 messages daily.                and	another	employee. What is right and what is wrong? It
             further, worldwide email traffic was estimated to total 247           depends on the perspective in this one:
             billion messages per day in 2009 (the radicoti Group,
             email Statistics report, 2009-2013 Press release, 2009).              • What is right from employee’s perspective: the Stored
             for employees, it has become as ubiquitous as chit-chat                 communications Act (and many state versions of it), make
             around the water cooler.                                                it an offense to access stored communications intentionally
                                                                                     without authorization to do so. further, under the national
           • stop: Sending an email with an inappropriate joke is much               labor relations Act, employers are prohibited from disciplin-
             like saying it around the water cooler...while the boss is fill-        ing employees who engage in “concerted activity” for the
             ing his/her glass.                                                      purpose of improving the terms and conditions of employ-
                                                                                     ment.
     What	does	this	mean: the general rule is that employers can
     check email that is written on the company property, or that used             • What is right from the employer’s perspective: the pri-
     the company’s email account. So any emails sent at work on com-                 vacy of the site was fictional. While employees argued it was
     pany-owned computers, or using a company email account, can                     only accessible by invitees, the creators and writers did not
     be checked by the employer. this usually goes for telephone con-                have a reasonable expectation of privacy in the group.
     versations, voice mails, instant messages and text messages, too.
                                                                                What	does	this	mean: employers may violate the Stored commu-
     What	 to	 do: establish guidelines that address privacy expecta-           nications Act if they access information that requires a password
     tions. While the majority of courts hold that privacy issues of elec-      not affiliated with the business. On the other hand, employees
     tronic transmittals at work should be handled on a case-by-case            should save such colorful writings to formats with a reasonable
     basis (making it difficult to predict the outcomes), courts have pro-      expectation of privacy, and be careful of who might be reading
     vided factors they have considered when determining whether an             their posts.
     employee had an expectation of privacy in emails generated at the
     workplace:                                                                 What	 to	 do: if you have strict policies on internet behavior, be
        • Whether the company maintains a policy banning personal or            explicit and plan to enforce them. however, don’t go beyond the
          objectionable use,                                                    public domain in order to regulate employee compliance with those
        • Whether the company monitors the use of the employee’s                policies (Pietrylo v. hillstone restaurant Group, 2009).
          computer or email,
        • Whether third parties have a right of access to the computer
          or emails, and
                                                                                WatCh yOuR endORsements.
        • Whether the company notifies its employees, or was the em-            Many companies spend hundreds of thousands of dollars on mar-
          ployee aware, of the company’s use and monitoring policies            keting each year. Social media platforms serve as less costly mar-
          (in re Asia Global crossing, ltd., 2005).                             keting vehicles. however, still be wary of people willing to endorse
                                                                                your product or service for free. consider the following scenario:
     Businesses should also develop record retention policies and en-
     force them. Keep only what is required or necessary for business            •	 A	physician	browses	on	a	rate-your-practice	website	and	finds	
     purposes and set time frames for deletion and destruction of rou-              that	a	customer	has	attacked	the	practice	the	physician	works	
     tine, unnecessary information, both paper and electronic.                      at,	or	perhaps	even	a	colleague	within	that	practice,	for	their	
                                                                                    atrocious	bedside	manner	and	lack	of	empathy.		The	physician	
                                                                                    completely	disagrees,	and	says	so	in	a	response	to	the	cus-
     emplOyeRs shOuldn’t “gO phIshIng”!                                             tomer:	“You	don’t	know	what	you’re	talking	about.		Dr.	Smith	
                                                                                    is	the	best	family	physician	I’ve	ever	seen.”
     “Phishing” refers to the process of acquiring sensitive information           •    go ahead: employees are allowed to endorse the com-
     sent electronically, for example, usernames, passwords and social                  pany they work for, their co-workers and products or ser-
     security numbers. though an employer may not go to this extent,                    vices provided. further, some of the best advertising can
     consider the following scenario:                                                   be from your own employees and co-workers.
     •	 Employees	 at	 a	 local	 restaurant	 decide	 to	 create	 a	 personal	      •    But stop and think: if the employee’s identity is not dis-
        invite-only	blog	in	which	the	subscribers	could	air	their	work-                 closed in an endorsement, it is deceptive, and may violate
        related	gripes	about	the	company,	the	employers	and	any	gen-                    the federal trade commission’s Guides concerning the
        eral	critiques,	professional	or	unprofessional,	they	might	have	                use of testimonials and endorsements (“Guides”).

© 2010 Ohio State Medical Association
What	does	this	mean:	A company can be held liable if their em-                  Twitter	account,	videos	on	YouTube,	a	Facebook	page	as	well	
     ployees are less than honest and a consumer relies on an em-                    as	a	member-protected	Community	area	on	our	website.	Even	
     ployee’s comments to his/her detriment. the Guides define an en-                patients,	not	subject	to	HIPAA,	can	blog	freely	about	specific	
     dorsement as “any advertising message that consumers are likely                 details	 of	 various	 disorders,	 ailments,	 symptoms	 and	 treat-
     to believe reflects the opinions, beliefs, findings or experiences of           ments.	If	you	aren’t	keeping	up	with	the	trend,	you	are	falling	
     a party other than the sponsoring advertiser.” further, “any ma-                behind.		
     terial connection between a person endorsing a product and the                 • go ahead: from a business perspective, it is beneficial to
     company selling the product must be fully disclosed.” Material is                market to a willing audience. here, that willing audience
     defined as “a relationship that might materially affect the weight or            might consist of hundreds, even millions, of people on the
     credibility of the endorsement.”                                                 other side of that computer screen. So, engaging in social
     What	to	do: Make sure all employees understand the risks of de-                  media can further a business purpose.
     ceptive endorsements. employees should take responsibility for                 • Caution: General agency principles apply, and an employer
     their postings. if statements are in any way related to the company,             may be liable for the postings of its employees or posts on a
     its products and services or a competitor, the employee should                   site sponsored by the business.
     disclose their identity and employment relationship with the com-
     pany. further, employees should state whether their views are their         What	does	this	mean: remember that an employer is liable for
     own or whether they speak on behalf of the employer, such as,               the conduct of his employee if the conduct occurred within the
     “the views and opinions expressed here are not necessarily those            scope of his employment. if a business hosts a website in which
     of [Business] and they may not be used for advertising or product           employees are allowed, and perhaps encouraged to post informa-
     endorsement purposes.” (Kane, fichman, Gallaugher, and Glaser,              tion, current events, policy changes, etc., the employer could be
     community relations, harvard Business review, 2009.)                        liable if the employee posts something inappropriate.
                                                                                 What	 to	 do: Without question, have a social media policy, and
                                                                                 enforce it. employers should train employees on how, what, and
     IF yOu Can’t Beat them, jOIn them.                                          when to write, and then monitor all posts. employers might limit
     despite the risks, social media can be a helpful tool for your prac-        who may post on behalf of the practice or may require prior ap-
     tice. Patients are consumers, and they are using social media for           proval by a supervisor on some or all posts. Beyond the standard
     anything from shopping to chatting with relatives in other coun-            restrictions or prohibitions on social media within the office, if a
     tries. consider the following:                                              business wishes to reap the benefits of a business-hosted site, the
                                                                                 business should provide a Best Practices guide for employees who
       •	 Hospitals	have	joined	the	social	media	wave,	posting	videos	           might be entrusted with posting information on a company-hosted
          on	 YouTube	 to	 spread	 heartwarming	 patient	 stories,	 physi-       site. Many company social media policies are posted on company
          cians	 have	 used	 Sermo,	 a	 social	 media	 site	 exclusively	 for	   websites for your review. remember that these policies are very
          doctors,	to	rally	for	or	against	various	legislation.	The	OSMA	        specific to the culture of the company. Make sure your policy has
          has	 also	 developed	 several	 social	 media	 tools,	 including	 a	    the tone which works with your practice’s existing culture.




                                        tOOls and ResOuRCes
     sOCIal medIa ResOuRCes and tOOls                                            helpFul sOCIal medIa WeB ResOuRCes
     the OSMA has developed the following templates for use in your              1.	 Healthcare	Blogger	Code	of	Ethics	
     practice. Keep in mind that these are provided as examples only.                http://medbloggercode.com/
     1.          Best Practices                                                  2.	 Social	Media	Business	Council	Resources
     2.          Sample Policy: Prohibited use at Work                               http://www.socialmedia.org/resources/
     3.          Sample Policy: restricted use at Work
                                                                                 3.	 Medicine	and	Web	2.0
                                                                                     http://med20course.wordpress.com/
                                                                                     Mayo	Clinic	Center	for	Social	Media
                                                                                     http://socialmedia.mayoclinic.org/
                                                                                 4.	 Social	Media	Governance	–	numerous	social	media	
                                                                                     policies	posted
                                                                                     http://socialmediagovernance.com/policies.php
© 2010 Ohio State Medical Association
Best pRaCtICes
     it is easy for social media users to forget that what is posted on-     2.	 Monitor	 Internet	 Behavior	 that	 is	 conducted	 on	 behalf	
     line is rarely anonymous, it is almost always permanent, and easily         of	 the	 company,	 and	 have	 disciplinary	 actions	 in	 place	
     searchable and replicable. Add these to the sense of a seem-                for	 misuse. create and organize supervisors of sites that
     ingly invisible audience, and questionable web behavior begins to           are hosted by the company. have those supervisors ensure
     form and permeate an otherwise satisfactory office social dynamic.          that employees’ writings reflect the concepts above. estab-
     When considering a social media policy, here are some sugges-               lish processes for screening third-party content based on the
     tions on how to proceed.                                                    expected usage and frequency of third party posts. remove
                                                                                 content that is potentially harmful, deceptive, disrespectful
     1. have an explicit policy in an employment manual that ad-
                                                                                 and illegal, or content that does not further the purpose of
        dresses the following concepts:
                                                                                 the website and the mission of the practice. if a user violates
           a.	 Accountability	and	Accuracy.	Posts should be factual.             the terms of the social media policy, implement a disciplinary
               employees should be responsible for their postings, and           procedure to address it. limit employee access to company-
               should distinguish between their own opinions and that of         hosted sites as well as access to the internet generally. if an
               the employer’s. (Kane et al, community relations, har-            employer ignores damaging material, an employer’s lack of
               vard Business review, 2009). if posting on a site that            action could be perceived as negligent.
               is not employer-hosted or sponsored, employees should         3.	 Be	Collaborative. include employers and employees in for-
               not make any reference to their employer or the busi-             mulating a written policy. employees will be more apt to follow
               ness. if there is any reference to an employer, an em-            a policy if they had a hand in creating it. After gathering infor-
               ployee should clarify somewhere on the site that “these           mation from different perspectives, do a cost/benefit analysis
               statements reflect my own opinions and/or beliefs and/or          of the various opinions. ernest employee would like to be able
               statements and not that of my employer’s.”                        to visit social networking sites on his lunch break, but Susan
           b.	 Honesty	 and	 Transparency. identify yourself. Advise             Supervisor is concerned about the time it will take to monitor
               employees that any statement must reflect good stan-              her supervisees. can they both be happy? if not, which be-
               dards of conduct, judgment, and common sense. if an               comes more important?
               employee posts a statement that is related to the com-        4.	 Contact	your	liability	insurance	representative. first, if it
               pany or the company’s product or service, the employee            is a practice-hosted site, check and see if your malpractice
               should disclose their identity and affiliation (employment        insurance covers social media. Many insurance policies do
               relations today, 2010).                                           not cover emotional distress, which is a fairly common claim in
           c.	 Respect. Advise employees not to post any derogatory,             social media suits. if it is a personal site, check your personal
               defamatory, or inflammatory content about others for any          insurance coverage. Some umbrella policies cover social me-
               reason.                                                           dia claims. your insurance company may have their own sug-
           d.	 Lawfulness. train employees so they understand the                gestions, if not requirements, for best practices regarding so-
               basic legal and professional framework that governs the           cial media. if your business uses extensive media platforms,
               company’s policies. What is illegal or unethical offline is       consider a media insurance policy.
               most likely illegal or unethical online, too. employees’      5.	 Add	Value. Provide worthwhile information and perspective.
               posts may result in civil liability and other legal conse-        A company’s services are best represented by customers and
               quences. Posts by employees have served as catalysts              employees, and what your employee shares with others may
               for claims of defamation, sexual harassment, fraud, mis-          reflect (positively or negatively) on the company.
               representation, deceptive endorsements and breach of
               confidentiality and privacy policies.
           e.	 Management. notify employees that the company will
               monitor a broad scope of media, including email and web
               usage. conduct in violation of the social media policy is
               subject to discipline, up to and including termination of
               employment, and may give rise to legal liability. (hodgson
               & Sanders, federal regulations update, employment re-
               lations today, 2010)


© 2010 Ohio State Medical Association
sample pOlICy: pROhIBIted use at WORk
     puRpOse
     the purpose of this policy is to provide [Business] employees with requirements for participation in social media, including [Business]-hosted
     social media, and non-[Business] social media in which the employee’s [Business] affiliation in known, identified or presumed.
     [Business] provides to its workforce access to one or more forms of electronic business tools, including email accounts, computers, voice
     mail, cellular phones, and/or internet use. [Business] encourages the use of these tools to better serve our patients. the tools provided by
     [Business] to employees are to assist them solely in the performance of their jobs. All users employed by [Business] have the responsibility to
     use these resources in a professional, ethical and lawful manner. these tools are property of [Business] and may only be used for authorized
     business purposes.

     pROhIBIted use
     use of [Business]’s computers, telecommunications systems or other electronic software for any of the following activities is prohibited:
     1. Sending, receiving, displaying, printing or otherwise disseminating:
         a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory;
         b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary
             agreements,
         c. commercial or personal advertisements, solicitations, promotions, destructive programs and viruses or religious or political material;
         d. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act
             (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal,
             state or local privacy laws; and
         e. email or online communications that are solely personal and not in further support of [Business].
     2. using any technology owned and/or operated by [Business] for any personal use, including but not limited to playing online games, visit-
        ing chat rooms, shopping online, or engaging in any type of illegal activity, checking personal email or participating in any social media
        sites;
     3. Violating any state, federal or international law governing intellectual property (e.g., copyright, trademark and patent laws) and online
        activities;
     4. Violating any license governing the use of software;
     5. Procuring or attempting to procure a password, access a file or retrieve any stored communications without explicit authorization.
     6. endorsing [Business]’ products or services or otherwise advertising (including verbal statements, demonstrations or depictions of the
        name, signature, likeness or other identifying personal characteristics or the name or seal of [Business]) that consumers are likely to
        believe reflects the opinions, beliefs, findings or experiences of a party other than the sponsoring advertiser, even if the views expressed
        by that party are identical to those of the sponsoring advertiser. this is applicable to personal sites as well.

     sOCIal medIa Best pRaCtICes
     Personal websites and weblogs have become prevalent methods of self-expression in our culture. [Business] respects the rights of employ-
     ees to use these mediums during their personal time. the purpose of this policy is to provide requirements for employees of [Business] who
     participate in social media, in which the employee’s [Business] affiliation is known, identified, expected or presumed. Social Media includes
     but is not limited to, sites that allow an individual or group to share user-generated content, running logs of events and personal insights with
     online audiences (blogs), online collaboration and publishing systems that are accessible to internal and external audiences (e.g., wikis) and
     social networking sites (e.g., facebook, MySpace and twitter).
     • employees are personally responsible for the content they publish on blogs, wikis, social networking sites or any other form of user-
       generated media.
     • do not disclose any information that is confidential or proprietary to [Business] or to any third party that has disclosed information to the
       company. consult the company’s confidentiality policy for guidance about what constitutes confidential information.
     • uphold [Business]’ value of respect for the individual and avoid making any defamatory, disrespectful or harassing statements about other
       employees, members, partners and affiliates of [Business].
     • if an employee chooses to identify him or herself as a [Business] employee on a website or weblog, he or she must adhere to the [Busi-
       ness]’ Best Practices below:
       º [Business] employees are personally responsible for the content they publish on blogs, wikis, social networks or any other form of
           user-generated media. Be mindful that what you publish will be public indefinitely.

© 2010 Ohio State Medical Association
º identify yourself. include your name and when relevant, your role at [Business]. Make it clear that you are speaking for yourself and
            not on behalf of [Business].
          º Abide by all applicable confidentiality laws and policies. do not disclose any individually identifiable information regarding a member,
            business affiliate, client or patient of [Business].
          º respect copyright, fair use and financial disclosure laws.
          º company-hosted blogs must focus on subjects related to the organization.
          º employees should seek approval from their supervisor before setting up a [Business]-hosted blog or other social media site or forum.
          º do not disclose any of [Business]’ confidential or other proprietary information.
          º Be respectful. do not use ethnic slurs, personal insults, obscenity or engage in any conduct that would not be acceptable in [Busi-
            ness]’ workplace.
          º correct mistakes.
          º use citations when appropriate.
          º Add value. On a professionally hosted blog, provide worthwhile information and perspective. [Business]’ mission is best fulfilled by
            its employees and members.

     WaIveR OF pRIvaCy
     the electronic business tools are the sole property of [Business]. As such, all passwords, usernames, messages and other communications
     are the property of [Business]. the federal electronic communications Privacy Act creates a right for [Business] to access and disclose all
     electronic communications, and [Business] reserves such right to monitor, inspect, copy, review and store at any time and without notice
     any and all usage of the electronic tools, including any and all files, information, software and any other content created, sent, received,
     downloaded, uploaded, accessed or stored in connection with employee usage and conducted on business-owned property. employees have
     no reasonable expectation of privacy with respect to business and/or personal use of business-owned property and employees affirmatively
     consent to management or supervisory personnel accessing and monitoring any and all material employees create, send, receive, download,
     upload, access or store. Any failure of [Business] to enforce these rights does not constitute a waiver of such right.

     vIOlatIOns and enFORCement
     Violations of this policy may result in disciplinary action, including possible termination of employment, legal action and criminal liability.




      emplOyee aCknOWledgement
      i have read, understand and agree to comply with the foregoing policies, rules and conditions governing the use of all property of [Business]
      and all work and conduct completed on or with the assistance of [Business] property. further, i agree to abide by the Social Media Best
      Practices when using social media sites on my personal time and when my affiliation with [Business] regarding those sites is known, identi-
      fied, expected or presumed.


      Name:



      Signature:                                                                                                Date:




                                                                       Ohio
                                                 State Medical
                                                   Association
                                                 The power of many. The voice of one.




        3401	Mill	Run	Drive		•		Hilliard,	OH	43026		•		P	(800)	766-6762		•		P	(614)	527-6762		•		F	(614)	527-6763		•		www.osma.org
© 2010 Ohio State Medical Association
sample pOlICy: RestRICted use at WORk
     puRpOse
     the purpose of this policy is to provide [Business] employees with requirements for participation in social media, including [Business]-hosted
     social media, and non-[Business] social media in which the employee’s [Business] affiliation in known, identified, expected or presumed.
     [Business] provides to its workforce access to one or more forms of electronic business tools, including email accounts, computers, voice
     mail, cellular phones and internet use. [Business] encourages the use of these tools to better serve our patients, and to facilitate more ef-
     ficient and effective distribution of information to co-workers, patients, vendors and other customers for the support and benefit of [Business].
     All users of such equipment are responsible for using these resources in a professional, ethical and lawful manner.
     to ensure that all employees are responsible and accountable for their usage, the following guidelines and philosophies have been estab-
     lished to assist users when operating or using any electronic business tools.

     pROhIBIted use
     USAGE	On	COMPAny	PROPERTy/[BUSInESS]-	HOSTED	SOCIAL	MEDIA
     use of [Business]’s computers, telecommunications systems, or other electronic software for any of the following activities is prohibited:
     1. Sending, receiving, displaying, printing or otherwise disseminating:
         a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory;
         b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary
              agreements,
         c. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act
              (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal,
              state or local privacy laws; and
     2. using technology owned and/or operated by [Business] to engage in any type of illegal activity;
     3. Violating any state, federal or international law governing intellectual property (e.g., copyright, trademark and patent laws) and online
         activities;
     4. Violating any license governing the use of software;
     5. Procuring or attempting to procure a password, access a file or retrieve any stored communications without explicit authorization.

     usage On peRsOnal pROpeRty/nOn-[BusIness] sOCIal medIa OF emplOyee
     use of personal computers, telecommunications systems, social networking or other social media sites and any other electronic software for
     any of the following activities is prohibited:
     1. Sending, receiving, displaying, printing or otherwise disseminating:
         a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory against any other person
              employed by [Business];
         b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary
              agreements,
         c. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act
              (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal,
              state or local privacy laws; and
     2. endorsing [Business]’ products or services or otherwise advertising (including verbal statements, demonstrations or depictions of the
         name, signature, likeness or other identifying personal characteristics or the name or seal of [Business]) that consumers are likely to
         believe reflects the opinions, beliefs, findings or experiences of a party other than the sponsoring advertiser, even if the views expressed
         by that party are identical to those of the sponsoring advertiser.




© 2010 Ohio State Medical Association
Best pRaCtICes
     RestRICted use
     All electronic equipment, media and services are provided and maintained by [Business], and are primarily for business use and within
     the scope of an employee’s job responsibilities. limited, occasional or incidental use of electronic equipment or media for personal, non-
     business purposes is understandable and acceptable, provided such usage is in accordance with the above prohibitions, does not detriment
     the company, is responsible and ethical, and is not abused. [Business] reserves the right to revoke such privilege at any time.

     sOCIal medIa Best pRaCtICes
     Personal websites and weblogs have become prevalent methods of self-expression in our culture. [Business] respects the rights of em-
     ployees to use these mediums during their personal time. the purpose of this policy is to provide requirements for employees of [Business]
     who participate in social media, including professionally-hosted sites as well as personally-hosted sites in which the employee’s [Business]
     affiliation is known, identified, expected or presumed. Social media includes technology tools and online platforms for integrating and shar-
     ing user-generated content, in order to engage others in conversations and/or allow them to participate in or discover new content. Social
     Media includes but is not limited to, sites that allow an individual or group to share a running log of events and personal insights with online
     audiences (blogs), online collaboration and publishing systems that are accessible to internal and external audiences (e.g., Wikis) and social
     networking sites (e.g., facebook, MySpace and twitter).
     •     employees are personally responsible for the content they publish on blogs, wikis, social networking sites or any other form of user-
           generated media.
     •     do not disclose any information that is confidential or proprietary to [Business] or to any third party that has disclosed information to the
           company. consult the company’s confidentiality policy for guidance about what constitutes confidential information.
     •     uphold [Business]’ value of respect for the individual and avoid making any defamatory, disrespectful or harassing statements about
           other employees, members, partners and affiliates of [Business].
     •     if an employee chooses to identify him or herself as a [Business] employee on a website or weblog, either professionally hosted or
           personally hosted, he or she must adhere to the [Business] Best Practices below:
           º [Business] employees are personally responsible for the content they publish on blogs, wikis, social networks or any other form of
              user-generated media. Be mindful that what you publish will be public indefinitely.
           º identify yourself. include your name, and when relevant, your role at [Business]. Make it clear that you are speaking for yourself and
              not on behalf of [Business].
           º Abide by all applicable confidentiality laws and policies. do not disclose any individually identifiable information regarding a member,
              business affiliate, client or patient of [Business].
           º respect copyright, fair use and financial disclosure laws.
           º company-hosted blogs must focus on subjects related to the organization.
           º employees should seek approval from their supervisor before setting up a [Business]-hosted blog or other social media site or forum.
           º do not disclose any of [Business]’ confidential or other proprietary information.
           º Be respectful. do not use ethnic slurs, personal insults, obscenity or engage in any conduct that would not be acceptable in [Busi-
              ness]’ workplace.
           º correct mistakes, and use citations when appropriate.
           º Add value. Provide worthwhile information and perspective. [Business]’ mission is best fulfilled by its employees and members.


     WaIveR OF pRIvaCy
     the electronic business tools are the sole property of [Business]. As such, all passwords, usernames, messages and other communications
     used in connection with the electronic property of [Business] are the property of [Business]. the federal electronic communications Privacy
     Act creates a right for [Business] to access and disclose all electronic communications, and [Business] reserves such right to monitor, in-
     spect, copy, review and store at any time and without notice any and all usage of the electronic tools, including any and all files, information,
     software and any other content created, sent, received, downloaded, uploaded, accessed or stored in connection with employee usage and
     conducted on business-owned property. employees have no reasonable expectation of privacy with respect to business and/or personal use
     of business-owned property, and employees affirmatively consent to management or supervisory personnel accessing and monitoring any
     and all material employees create, send, receive, download, upload, access or store. Any failure of [Business] to enforce these rights does
     not constitute a waiver of such right.




© 2010 Ohio State Medical Association
vIOlatIOns and enFORCement
     Violations of this policy may result in disciplinary action, including prohibiting an employee from accessing any electronic tools or equipment,
     possible termination of employment, legal action and criminal liability.




     emplOyee aCknOWledgement
     i have read, understand and agree to comply with the foregoing policies, rules and conditions governing the use of all property of [Business]
     and all work and conduct completed on or with the assistance of [Business] property. further, i agree to abide by the Social Media Best
     Practices when using social media sites on my personal time and when my affiliation with [Business] regarding those sites is known, identi-
     fied, expected or presumed.


     Name:



     Signature:                                                                                               Date:




                                                                      Ohio
                                                State Medical
                                                  Association
                                                The power of many. The voice of one.




        3401	Mill	Run	Drive		•		Hilliard,	OH	43026		•		P	(800)	766-6762		•		P	(614)	527-6762		•		F	(614)	527-6763		•		www.osma.org

© 2010 Ohio State Medical Association

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Healthcare Social Media Policy

  • 1. Ohio State Medical Association The power of many. The voice of one. Social NetworkiNg aNd the Medical Practice GuidelineS fOr PhySiciAnS, Office StAff And PAtientS The usefulness of online social networking is undeniable and it’s no surprise that physicians are embracing it. But…these tools present a minefield of legal and professional hazards for medical professionals who don’t take the utmost care in how, what and where they post. - E. Berkman, Massachusetts Medical Law Report This memorandum was developed for general informational purposes only. It is not meant to be a comprehensive guide, nor should it be construed as authoritative legal advice. This memorandum was developed by the OSMA Legal Services Group with the assistance of Anjenette Santelli, Capital Law School Intern. Surveys show that 35 percent of American adults have a profile on a social networking site. Seventy-five percent of facebook users admit to checking their facebook at work, on company time and company-owned equipment. in 2004, more than 10 per- cent of employees spent more than half of a day on email (86 percent of which is personal), and more than one in five employers (21 percent) had employee email and instant messages subpoenaed in the course of a lawsuit or regulatory investigation. One hundred percent of information placed on the Web is never really “erased” completely (Pew internet Project, 2008). times have changed. companies embrace social media to market products and services, and the healthcare field is no excep- tion. hospitals such as Kaiser Permanente® and the Mayo clinic® are utilizing social media platforms for the benefit of patients, employees and practitioners. While the growing popularity of social media use is mind-boggling (for example, 56,796,060 facebook users in March of 2009, and 114,190, 780 users in March of 2010), the increase in legal and ethical concerns surrounding social media use are over- whelming, fluid and unclear. here is a roadmap to help guide your course. © 2010 Ohio State Medical Association
  • 2. It Is Only a RIght tO WRIte. yOu shOuldn’t Be “FRIends” the ‘right’ to express yourself on a social networking page does WIth eveRyOne. not mean freedom from consequences. remember, you are just as accountable for what you write as you are for what you say, On most social networking sites, “accepting” friends or followers and not surprisingly, the same rules apply to both. consider the is what creates the illusion of confidentiality. for example, many following scenario: facebook users set their accounts so that only “friends” can see their information, and they have to accept the request to be friends. • A physician shares a general narrative of a recent patient Similarly, most blogs and twitter accounts have followers. take communication on his personal Facebook page, or on a med- time to consider who might read your post, blog or comment. even ical-oriented page, like Sermo. if you are careful about who you “accept” as a friend, your friends • go ahead: if the information that is shared is generic enough can pass on your post to their friends, etc., etc. consider the fol- that nobody can identify a patient in the course of reading lowing scenario: (Berkman, Massachusetts Medical law report, Social net- • A physician’s “friend” on Facebook asks a health-related working 101 for Physicians, 2009), the post is permitted and question, and the physician responds with a form of advisory is a valuable tool for physicians to share information and answer. skills with other physicians faster than ever before. • stop and think: edited articles in peer reviewed publica- • Caution: this seems like just a physician being helpful. he tions are not instantaneous. Publishing a status update on is offering the same type of response one might offer a fam- facebook takes seconds. ily friend one runs into at the grocery store. it might be the same question and the same response. What does this mean: the easier it is to publish something, and • Warning: the physician most likely has created an elec- the less peer review there is, the more opportunities there are to tronic record of an exchange that could be construed as a make mistakes. physician-patient relationship. What to do: Be mindful of the laws and regulations that apply to everyday work, as a physician, an employer or an administra- What does this mean: All the risks associated with physician- tive assistant and create office policies accordingly. for example, patient relationships might apply, such as malpractice, patient require posts on business-hosted blogs to be proofread by a peer abandonment and hiPAA. before being published. the laws that apply in person will apply What to do: Be careful about who may access your social net- within any social media. Some examples include: working accounts. if you wish to take advantage of the benefits of social media, create a personal page, and a secondary page that • Title VII of the Civil Rights Act – prohibits discrimination represents your practice, allowing patients to become fans of only based on race, color, sex, national origin or religion. this the latter (Berkman, Massachusetts Medical law report, Social federal law covers private employers, state and local govern- networking 101 for Physicians, 2009). Keep your personal social ments and educational institutions with at least 15 employees. networking pages personal. Protections have been extended to include discrimination on the basis of pregnancy, sex stereotyping and sexual harass- ment. emplOyees shOuld nOt assume emplOyeR-OWned • Americans with Disabilities Act of 1990 (ADA) – prohib- emaIl aCCOunts, telephOnes, COmputeRs and its employment discrimination based on disability. employers InteRnet aCCess aRe pRIvate. may not inquire about disability prior to an offer of employ- ment and must make reasonable accommodations to persons Personal internet use on the job is a reality. how much will you with disabilities. allow and how will you enforce it? As email communication grows, • Health Insurance Portability and Accountability Act of so does the written record of those conversations. the record rests 1996 - requires the establishment of national standards for as a sort of electronic dnA forever. employers may want to check the security and privacy of electronic health care transactions out what their employees do online. consider the following sce- and national identifiers for providers and employers. nario: • General Tort Principles – this includes defamation, slander, • An employee receives a forwarded chain email from a co- libel, intentional infliction of emotional distress, etc. Be mind- worker that is comical, but somewhat inappropriate. As she ful that most tort laws have criminal counterparts. chuckles a little, she decides another co-worker certainly has the sense of humor to appreciate this, and forwards it on to her. Later, after finding out their employer was monitoring their emails, both employees are fired. (Arace v. PNC Bank, 2005). © 2010 Ohio State Medical Association
  • 3. • go ahead: it hardly needs to be stated. in the workplace, in relation to their employment. One subscriber, a fellow em- email is great. it has become one of the most common ployee of the restaurant, gave her personal password to man- vehicles for communication. in 2010, the typical corpo- agement, who checked the site and later fired the site creator rate user sends and receives about 110 messages daily. and another employee. What is right and what is wrong? It further, worldwide email traffic was estimated to total 247 depends on the perspective in this one: billion messages per day in 2009 (the radicoti Group, email Statistics report, 2009-2013 Press release, 2009). • What is right from employee’s perspective: the Stored for employees, it has become as ubiquitous as chit-chat communications Act (and many state versions of it), make around the water cooler. it an offense to access stored communications intentionally without authorization to do so. further, under the national • stop: Sending an email with an inappropriate joke is much labor relations Act, employers are prohibited from disciplin- like saying it around the water cooler...while the boss is fill- ing employees who engage in “concerted activity” for the ing his/her glass. purpose of improving the terms and conditions of employ- ment. What does this mean: the general rule is that employers can check email that is written on the company property, or that used • What is right from the employer’s perspective: the pri- the company’s email account. So any emails sent at work on com- vacy of the site was fictional. While employees argued it was pany-owned computers, or using a company email account, can only accessible by invitees, the creators and writers did not be checked by the employer. this usually goes for telephone con- have a reasonable expectation of privacy in the group. versations, voice mails, instant messages and text messages, too. What does this mean: employers may violate the Stored commu- What to do: establish guidelines that address privacy expecta- nications Act if they access information that requires a password tions. While the majority of courts hold that privacy issues of elec- not affiliated with the business. On the other hand, employees tronic transmittals at work should be handled on a case-by-case should save such colorful writings to formats with a reasonable basis (making it difficult to predict the outcomes), courts have pro- expectation of privacy, and be careful of who might be reading vided factors they have considered when determining whether an their posts. employee had an expectation of privacy in emails generated at the workplace: What to do: if you have strict policies on internet behavior, be • Whether the company maintains a policy banning personal or explicit and plan to enforce them. however, don’t go beyond the objectionable use, public domain in order to regulate employee compliance with those • Whether the company monitors the use of the employee’s policies (Pietrylo v. hillstone restaurant Group, 2009). computer or email, • Whether third parties have a right of access to the computer or emails, and WatCh yOuR endORsements. • Whether the company notifies its employees, or was the em- Many companies spend hundreds of thousands of dollars on mar- ployee aware, of the company’s use and monitoring policies keting each year. Social media platforms serve as less costly mar- (in re Asia Global crossing, ltd., 2005). keting vehicles. however, still be wary of people willing to endorse your product or service for free. consider the following scenario: Businesses should also develop record retention policies and en- force them. Keep only what is required or necessary for business • A physician browses on a rate-your-practice website and finds purposes and set time frames for deletion and destruction of rou- that a customer has attacked the practice the physician works tine, unnecessary information, both paper and electronic. at, or perhaps even a colleague within that practice, for their atrocious bedside manner and lack of empathy. The physician completely disagrees, and says so in a response to the cus- emplOyeRs shOuldn’t “gO phIshIng”! tomer: “You don’t know what you’re talking about. Dr. Smith is the best family physician I’ve ever seen.” “Phishing” refers to the process of acquiring sensitive information • go ahead: employees are allowed to endorse the com- sent electronically, for example, usernames, passwords and social pany they work for, their co-workers and products or ser- security numbers. though an employer may not go to this extent, vices provided. further, some of the best advertising can consider the following scenario: be from your own employees and co-workers. • Employees at a local restaurant decide to create a personal • But stop and think: if the employee’s identity is not dis- invite-only blog in which the subscribers could air their work- closed in an endorsement, it is deceptive, and may violate related gripes about the company, the employers and any gen- the federal trade commission’s Guides concerning the eral critiques, professional or unprofessional, they might have use of testimonials and endorsements (“Guides”). © 2010 Ohio State Medical Association
  • 4. What does this mean: A company can be held liable if their em- Twitter account, videos on YouTube, a Facebook page as well ployees are less than honest and a consumer relies on an em- as a member-protected Community area on our website. Even ployee’s comments to his/her detriment. the Guides define an en- patients, not subject to HIPAA, can blog freely about specific dorsement as “any advertising message that consumers are likely details of various disorders, ailments, symptoms and treat- to believe reflects the opinions, beliefs, findings or experiences of ments. If you aren’t keeping up with the trend, you are falling a party other than the sponsoring advertiser.” further, “any ma- behind. terial connection between a person endorsing a product and the • go ahead: from a business perspective, it is beneficial to company selling the product must be fully disclosed.” Material is market to a willing audience. here, that willing audience defined as “a relationship that might materially affect the weight or might consist of hundreds, even millions, of people on the credibility of the endorsement.” other side of that computer screen. So, engaging in social What to do: Make sure all employees understand the risks of de- media can further a business purpose. ceptive endorsements. employees should take responsibility for • Caution: General agency principles apply, and an employer their postings. if statements are in any way related to the company, may be liable for the postings of its employees or posts on a its products and services or a competitor, the employee should site sponsored by the business. disclose their identity and employment relationship with the com- pany. further, employees should state whether their views are their What does this mean: remember that an employer is liable for own or whether they speak on behalf of the employer, such as, the conduct of his employee if the conduct occurred within the “the views and opinions expressed here are not necessarily those scope of his employment. if a business hosts a website in which of [Business] and they may not be used for advertising or product employees are allowed, and perhaps encouraged to post informa- endorsement purposes.” (Kane, fichman, Gallaugher, and Glaser, tion, current events, policy changes, etc., the employer could be community relations, harvard Business review, 2009.) liable if the employee posts something inappropriate. What to do: Without question, have a social media policy, and enforce it. employers should train employees on how, what, and IF yOu Can’t Beat them, jOIn them. when to write, and then monitor all posts. employers might limit despite the risks, social media can be a helpful tool for your prac- who may post on behalf of the practice or may require prior ap- tice. Patients are consumers, and they are using social media for proval by a supervisor on some or all posts. Beyond the standard anything from shopping to chatting with relatives in other coun- restrictions or prohibitions on social media within the office, if a tries. consider the following: business wishes to reap the benefits of a business-hosted site, the business should provide a Best Practices guide for employees who • Hospitals have joined the social media wave, posting videos might be entrusted with posting information on a company-hosted on YouTube to spread heartwarming patient stories, physi- site. Many company social media policies are posted on company cians have used Sermo, a social media site exclusively for websites for your review. remember that these policies are very doctors, to rally for or against various legislation. The OSMA specific to the culture of the company. Make sure your policy has has also developed several social media tools, including a the tone which works with your practice’s existing culture. tOOls and ResOuRCes sOCIal medIa ResOuRCes and tOOls helpFul sOCIal medIa WeB ResOuRCes the OSMA has developed the following templates for use in your 1. Healthcare Blogger Code of Ethics practice. Keep in mind that these are provided as examples only. http://medbloggercode.com/ 1. Best Practices 2. Social Media Business Council Resources 2. Sample Policy: Prohibited use at Work http://www.socialmedia.org/resources/ 3. Sample Policy: restricted use at Work 3. Medicine and Web 2.0 http://med20course.wordpress.com/ Mayo Clinic Center for Social Media http://socialmedia.mayoclinic.org/ 4. Social Media Governance – numerous social media policies posted http://socialmediagovernance.com/policies.php © 2010 Ohio State Medical Association
  • 5. Best pRaCtICes it is easy for social media users to forget that what is posted on- 2. Monitor Internet Behavior that is conducted on behalf line is rarely anonymous, it is almost always permanent, and easily of the company, and have disciplinary actions in place searchable and replicable. Add these to the sense of a seem- for misuse. create and organize supervisors of sites that ingly invisible audience, and questionable web behavior begins to are hosted by the company. have those supervisors ensure form and permeate an otherwise satisfactory office social dynamic. that employees’ writings reflect the concepts above. estab- When considering a social media policy, here are some sugges- lish processes for screening third-party content based on the tions on how to proceed. expected usage and frequency of third party posts. remove content that is potentially harmful, deceptive, disrespectful 1. have an explicit policy in an employment manual that ad- and illegal, or content that does not further the purpose of dresses the following concepts: the website and the mission of the practice. if a user violates a. Accountability and Accuracy. Posts should be factual. the terms of the social media policy, implement a disciplinary employees should be responsible for their postings, and procedure to address it. limit employee access to company- should distinguish between their own opinions and that of hosted sites as well as access to the internet generally. if an the employer’s. (Kane et al, community relations, har- employer ignores damaging material, an employer’s lack of vard Business review, 2009). if posting on a site that action could be perceived as negligent. is not employer-hosted or sponsored, employees should 3. Be Collaborative. include employers and employees in for- not make any reference to their employer or the busi- mulating a written policy. employees will be more apt to follow ness. if there is any reference to an employer, an em- a policy if they had a hand in creating it. After gathering infor- ployee should clarify somewhere on the site that “these mation from different perspectives, do a cost/benefit analysis statements reflect my own opinions and/or beliefs and/or of the various opinions. ernest employee would like to be able statements and not that of my employer’s.” to visit social networking sites on his lunch break, but Susan b. Honesty and Transparency. identify yourself. Advise Supervisor is concerned about the time it will take to monitor employees that any statement must reflect good stan- her supervisees. can they both be happy? if not, which be- dards of conduct, judgment, and common sense. if an comes more important? employee posts a statement that is related to the com- 4. Contact your liability insurance representative. first, if it pany or the company’s product or service, the employee is a practice-hosted site, check and see if your malpractice should disclose their identity and affiliation (employment insurance covers social media. Many insurance policies do relations today, 2010). not cover emotional distress, which is a fairly common claim in c. Respect. Advise employees not to post any derogatory, social media suits. if it is a personal site, check your personal defamatory, or inflammatory content about others for any insurance coverage. Some umbrella policies cover social me- reason. dia claims. your insurance company may have their own sug- d. Lawfulness. train employees so they understand the gestions, if not requirements, for best practices regarding so- basic legal and professional framework that governs the cial media. if your business uses extensive media platforms, company’s policies. What is illegal or unethical offline is consider a media insurance policy. most likely illegal or unethical online, too. employees’ 5. Add Value. Provide worthwhile information and perspective. posts may result in civil liability and other legal conse- A company’s services are best represented by customers and quences. Posts by employees have served as catalysts employees, and what your employee shares with others may for claims of defamation, sexual harassment, fraud, mis- reflect (positively or negatively) on the company. representation, deceptive endorsements and breach of confidentiality and privacy policies. e. Management. notify employees that the company will monitor a broad scope of media, including email and web usage. conduct in violation of the social media policy is subject to discipline, up to and including termination of employment, and may give rise to legal liability. (hodgson & Sanders, federal regulations update, employment re- lations today, 2010) © 2010 Ohio State Medical Association
  • 6. sample pOlICy: pROhIBIted use at WORk puRpOse the purpose of this policy is to provide [Business] employees with requirements for participation in social media, including [Business]-hosted social media, and non-[Business] social media in which the employee’s [Business] affiliation in known, identified or presumed. [Business] provides to its workforce access to one or more forms of electronic business tools, including email accounts, computers, voice mail, cellular phones, and/or internet use. [Business] encourages the use of these tools to better serve our patients. the tools provided by [Business] to employees are to assist them solely in the performance of their jobs. All users employed by [Business] have the responsibility to use these resources in a professional, ethical and lawful manner. these tools are property of [Business] and may only be used for authorized business purposes. pROhIBIted use use of [Business]’s computers, telecommunications systems or other electronic software for any of the following activities is prohibited: 1. Sending, receiving, displaying, printing or otherwise disseminating: a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory; b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary agreements, c. commercial or personal advertisements, solicitations, promotions, destructive programs and viruses or religious or political material; d. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal, state or local privacy laws; and e. email or online communications that are solely personal and not in further support of [Business]. 2. using any technology owned and/or operated by [Business] for any personal use, including but not limited to playing online games, visit- ing chat rooms, shopping online, or engaging in any type of illegal activity, checking personal email or participating in any social media sites; 3. Violating any state, federal or international law governing intellectual property (e.g., copyright, trademark and patent laws) and online activities; 4. Violating any license governing the use of software; 5. Procuring or attempting to procure a password, access a file or retrieve any stored communications without explicit authorization. 6. endorsing [Business]’ products or services or otherwise advertising (including verbal statements, demonstrations or depictions of the name, signature, likeness or other identifying personal characteristics or the name or seal of [Business]) that consumers are likely to believe reflects the opinions, beliefs, findings or experiences of a party other than the sponsoring advertiser, even if the views expressed by that party are identical to those of the sponsoring advertiser. this is applicable to personal sites as well. sOCIal medIa Best pRaCtICes Personal websites and weblogs have become prevalent methods of self-expression in our culture. [Business] respects the rights of employ- ees to use these mediums during their personal time. the purpose of this policy is to provide requirements for employees of [Business] who participate in social media, in which the employee’s [Business] affiliation is known, identified, expected or presumed. Social Media includes but is not limited to, sites that allow an individual or group to share user-generated content, running logs of events and personal insights with online audiences (blogs), online collaboration and publishing systems that are accessible to internal and external audiences (e.g., wikis) and social networking sites (e.g., facebook, MySpace and twitter). • employees are personally responsible for the content they publish on blogs, wikis, social networking sites or any other form of user- generated media. • do not disclose any information that is confidential or proprietary to [Business] or to any third party that has disclosed information to the company. consult the company’s confidentiality policy for guidance about what constitutes confidential information. • uphold [Business]’ value of respect for the individual and avoid making any defamatory, disrespectful or harassing statements about other employees, members, partners and affiliates of [Business]. • if an employee chooses to identify him or herself as a [Business] employee on a website or weblog, he or she must adhere to the [Busi- ness]’ Best Practices below: º [Business] employees are personally responsible for the content they publish on blogs, wikis, social networks or any other form of user-generated media. Be mindful that what you publish will be public indefinitely. © 2010 Ohio State Medical Association
  • 7. º identify yourself. include your name and when relevant, your role at [Business]. Make it clear that you are speaking for yourself and not on behalf of [Business]. º Abide by all applicable confidentiality laws and policies. do not disclose any individually identifiable information regarding a member, business affiliate, client or patient of [Business]. º respect copyright, fair use and financial disclosure laws. º company-hosted blogs must focus on subjects related to the organization. º employees should seek approval from their supervisor before setting up a [Business]-hosted blog or other social media site or forum. º do not disclose any of [Business]’ confidential or other proprietary information. º Be respectful. do not use ethnic slurs, personal insults, obscenity or engage in any conduct that would not be acceptable in [Busi- ness]’ workplace. º correct mistakes. º use citations when appropriate. º Add value. On a professionally hosted blog, provide worthwhile information and perspective. [Business]’ mission is best fulfilled by its employees and members. WaIveR OF pRIvaCy the electronic business tools are the sole property of [Business]. As such, all passwords, usernames, messages and other communications are the property of [Business]. the federal electronic communications Privacy Act creates a right for [Business] to access and disclose all electronic communications, and [Business] reserves such right to monitor, inspect, copy, review and store at any time and without notice any and all usage of the electronic tools, including any and all files, information, software and any other content created, sent, received, downloaded, uploaded, accessed or stored in connection with employee usage and conducted on business-owned property. employees have no reasonable expectation of privacy with respect to business and/or personal use of business-owned property and employees affirmatively consent to management or supervisory personnel accessing and monitoring any and all material employees create, send, receive, download, upload, access or store. Any failure of [Business] to enforce these rights does not constitute a waiver of such right. vIOlatIOns and enFORCement Violations of this policy may result in disciplinary action, including possible termination of employment, legal action and criminal liability. emplOyee aCknOWledgement i have read, understand and agree to comply with the foregoing policies, rules and conditions governing the use of all property of [Business] and all work and conduct completed on or with the assistance of [Business] property. further, i agree to abide by the Social Media Best Practices when using social media sites on my personal time and when my affiliation with [Business] regarding those sites is known, identi- fied, expected or presumed. Name: Signature: Date: Ohio State Medical Association The power of many. The voice of one. 3401 Mill Run Drive • Hilliard, OH 43026 • P (800) 766-6762 • P (614) 527-6762 • F (614) 527-6763 • www.osma.org © 2010 Ohio State Medical Association
  • 8. sample pOlICy: RestRICted use at WORk puRpOse the purpose of this policy is to provide [Business] employees with requirements for participation in social media, including [Business]-hosted social media, and non-[Business] social media in which the employee’s [Business] affiliation in known, identified, expected or presumed. [Business] provides to its workforce access to one or more forms of electronic business tools, including email accounts, computers, voice mail, cellular phones and internet use. [Business] encourages the use of these tools to better serve our patients, and to facilitate more ef- ficient and effective distribution of information to co-workers, patients, vendors and other customers for the support and benefit of [Business]. All users of such equipment are responsible for using these resources in a professional, ethical and lawful manner. to ensure that all employees are responsible and accountable for their usage, the following guidelines and philosophies have been estab- lished to assist users when operating or using any electronic business tools. pROhIBIted use USAGE On COMPAny PROPERTy/[BUSInESS]- HOSTED SOCIAL MEDIA use of [Business]’s computers, telecommunications systems, or other electronic software for any of the following activities is prohibited: 1. Sending, receiving, displaying, printing or otherwise disseminating: a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory; b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary agreements, c. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal, state or local privacy laws; and 2. using technology owned and/or operated by [Business] to engage in any type of illegal activity; 3. Violating any state, federal or international law governing intellectual property (e.g., copyright, trademark and patent laws) and online activities; 4. Violating any license governing the use of software; 5. Procuring or attempting to procure a password, access a file or retrieve any stored communications without explicit authorization. usage On peRsOnal pROpeRty/nOn-[BusIness] sOCIal medIa OF emplOyee use of personal computers, telecommunications systems, social networking or other social media sites and any other electronic software for any of the following activities is prohibited: 1. Sending, receiving, displaying, printing or otherwise disseminating: a. material that is fraudulent, harassing, embarrassing, sexually explicit, obscene, intimidating or defamatory against any other person employed by [Business]; b. confidential, proprietary business information or trade secrets in violation of company policy, employee contract and/or proprietary agreements, c. confidential information or Personal health information (Phi) in violation of the health insurance Portability and Accountability Act (hiPAA) or the health information technology, economic and clinical health Act of 2009 (hitech), or any other applicable federal, state or local privacy laws; and 2. endorsing [Business]’ products or services or otherwise advertising (including verbal statements, demonstrations or depictions of the name, signature, likeness or other identifying personal characteristics or the name or seal of [Business]) that consumers are likely to believe reflects the opinions, beliefs, findings or experiences of a party other than the sponsoring advertiser, even if the views expressed by that party are identical to those of the sponsoring advertiser. © 2010 Ohio State Medical Association
  • 9. Best pRaCtICes RestRICted use All electronic equipment, media and services are provided and maintained by [Business], and are primarily for business use and within the scope of an employee’s job responsibilities. limited, occasional or incidental use of electronic equipment or media for personal, non- business purposes is understandable and acceptable, provided such usage is in accordance with the above prohibitions, does not detriment the company, is responsible and ethical, and is not abused. [Business] reserves the right to revoke such privilege at any time. sOCIal medIa Best pRaCtICes Personal websites and weblogs have become prevalent methods of self-expression in our culture. [Business] respects the rights of em- ployees to use these mediums during their personal time. the purpose of this policy is to provide requirements for employees of [Business] who participate in social media, including professionally-hosted sites as well as personally-hosted sites in which the employee’s [Business] affiliation is known, identified, expected or presumed. Social media includes technology tools and online platforms for integrating and shar- ing user-generated content, in order to engage others in conversations and/or allow them to participate in or discover new content. Social Media includes but is not limited to, sites that allow an individual or group to share a running log of events and personal insights with online audiences (blogs), online collaboration and publishing systems that are accessible to internal and external audiences (e.g., Wikis) and social networking sites (e.g., facebook, MySpace and twitter). • employees are personally responsible for the content they publish on blogs, wikis, social networking sites or any other form of user- generated media. • do not disclose any information that is confidential or proprietary to [Business] or to any third party that has disclosed information to the company. consult the company’s confidentiality policy for guidance about what constitutes confidential information. • uphold [Business]’ value of respect for the individual and avoid making any defamatory, disrespectful or harassing statements about other employees, members, partners and affiliates of [Business]. • if an employee chooses to identify him or herself as a [Business] employee on a website or weblog, either professionally hosted or personally hosted, he or she must adhere to the [Business] Best Practices below: º [Business] employees are personally responsible for the content they publish on blogs, wikis, social networks or any other form of user-generated media. Be mindful that what you publish will be public indefinitely. º identify yourself. include your name, and when relevant, your role at [Business]. Make it clear that you are speaking for yourself and not on behalf of [Business]. º Abide by all applicable confidentiality laws and policies. do not disclose any individually identifiable information regarding a member, business affiliate, client or patient of [Business]. º respect copyright, fair use and financial disclosure laws. º company-hosted blogs must focus on subjects related to the organization. º employees should seek approval from their supervisor before setting up a [Business]-hosted blog or other social media site or forum. º do not disclose any of [Business]’ confidential or other proprietary information. º Be respectful. do not use ethnic slurs, personal insults, obscenity or engage in any conduct that would not be acceptable in [Busi- ness]’ workplace. º correct mistakes, and use citations when appropriate. º Add value. Provide worthwhile information and perspective. [Business]’ mission is best fulfilled by its employees and members. WaIveR OF pRIvaCy the electronic business tools are the sole property of [Business]. As such, all passwords, usernames, messages and other communications used in connection with the electronic property of [Business] are the property of [Business]. the federal electronic communications Privacy Act creates a right for [Business] to access and disclose all electronic communications, and [Business] reserves such right to monitor, in- spect, copy, review and store at any time and without notice any and all usage of the electronic tools, including any and all files, information, software and any other content created, sent, received, downloaded, uploaded, accessed or stored in connection with employee usage and conducted on business-owned property. employees have no reasonable expectation of privacy with respect to business and/or personal use of business-owned property, and employees affirmatively consent to management or supervisory personnel accessing and monitoring any and all material employees create, send, receive, download, upload, access or store. Any failure of [Business] to enforce these rights does not constitute a waiver of such right. © 2010 Ohio State Medical Association
  • 10. vIOlatIOns and enFORCement Violations of this policy may result in disciplinary action, including prohibiting an employee from accessing any electronic tools or equipment, possible termination of employment, legal action and criminal liability. emplOyee aCknOWledgement i have read, understand and agree to comply with the foregoing policies, rules and conditions governing the use of all property of [Business] and all work and conduct completed on or with the assistance of [Business] property. further, i agree to abide by the Social Media Best Practices when using social media sites on my personal time and when my affiliation with [Business] regarding those sites is known, identi- fied, expected or presumed. Name: Signature: Date: Ohio State Medical Association The power of many. The voice of one. 3401 Mill Run Drive • Hilliard, OH 43026 • P (800) 766-6762 • P (614) 527-6762 • F (614) 527-6763 • www.osma.org © 2010 Ohio State Medical Association