Texting and E-mail with Patients: Patient Requests and Complying with HIPAA

Recorded Webinar | Jim Sheldon Dean | From: May 26, 2021 - To: Dec 31, 2021

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This session will focus on the rights of individuals to communicate in the manner they desire, and how a medical office can decide what is an acceptable process for communications with individuals.

The session will explain how to discuss communications options with individuals so that you can best meet their needs and desires while preserving their rights under the rules.

  • With the new HIPAA random audit program now getting underway, and increases in enforcement actions following breaches, now is the time to ensure your organization is in compliance with the regulations and meeting the e-mail and texting communication needs and desires of its providers and patients. You need the proper privacy protections for health information, and the necessary documented policies and procedures, as well as documentation of any actions taken pursuant to your policies and procedures. Your policies and procedures will probably need major revisions to maintain compliance in areas such as individual access of records, accounting of disclosures, and breach notification. And, of course, you will need to train your staff in all the new policies and procedures
  • An E-mail has long been a staple of people's lives, but as we move into the new digital age, it seems everyone is moving to a new smartphone and wants to use it in all the incredible ways it can be used for health care purposes, including the use of e-mail and texting. Doctors are finding that texting is far more flexible, convenient, and effective than paging, and patients want to be able to use short message texting for handling appointments, updates, and the like, where even e-mail or the telephone would seem inconvenient
  • In order to integrate the use of e-mail and texting into patient communications, it is essential to perform the proper steps in an information security compliance process to evaluate and address the risks of using the technology. This session will describe the information security compliance process, how it works, and how it can help you decide how to integrate e-mail and texting into your organization in a compliant way. The process, including the use of information security risk analysis, will be explained, and the policies needed to support the process will be described
  • But the process must also include consideration of various patient access requirements in the HIPAA Privacy Rule. There are new requirements to provide patients electronic access to electronically held PHI which raise new questions of how that access will be provided and how the information will be protected during and after access. And there has long been a HIPAA requirement for covered entities to do their best to meet the requests of their patients for particular modes of communication, and using e-mail or texting is no exception
  • The stakes are high - any improper exposure of PHI may result in an official breach that must be reported to the individual and to the US Department of Health and Human Services, at great cost and with the potential to bring fines and other enforcement actions if a violation of rules is involved. Likewise, complaints by a patient if they are not afforded the access they desire can bring about HHS inquiries and enforcement actions, so it is essential to find the right balance of access and control
  • HHS compliance audit activity and enforcement penalties are both increased, especially in instances of willful neglect of compliance, if, for instance, your organization hasn't adopted the complete suite of policies and procedures needed for compliance, or hasn't adequately considered the impact of e-mail or texting on your compliance
  • The session will discuss the requirements, the risks, and the issues of the increasing use of e-mail and texting for patient and provider communications and provide a road map for how to use them safely and effectively, to increase the quality of health care and patient satisfaction. In addition, the session will discuss how to be prepared for the eventuality that there is a breach so that compliance can be assured.

Areas Covered in the Session:-

  • Find out the ways that patients want to use their e-mail and texting to communicate with providers, and the ways providers want to use e-mail and texting to enable better patient care
  • Learn what are the risks of using e-mail and texting, what can go wrong, and what can result when it does
  • Find out about HIPAA requirements for access and patient preferences, as well as the requirements to protect PHI
  • Learn how to use an information security management process to evaluate risks and make decisions about how best to protect PHI and meet patient needs and desires
  • Find out what policies and procedures you should have in place for dealing with e-mail and texting, as well as any new technology
  • Learn about the training and education that must take place to ensure your staff uses e-mail and texting properly and does not risk exposure to PHI
  • Find out the steps that must be followed in the event of a breach of PHI
  • Learn about how the HIPAA audit and enforcement activities are now being increased and what you need to do to survive a HIPAA audit.

Why you should Attend:-

  • Now that requirements for allowing patients electronic access to their health information are in effect, and as patients increasingly come to depend on electronic communications, there are new demands for communication via e-mail and texting. Patients don't want to bother with secure Website-based solutions, they just want to use the tools they already use for communication, and they have a right to communicate how they wish
  • How can HIPAA requirements for privacy and security be reconciled with patient requests for information provided by e-mail and text messages? This session will discuss the differences between professional communications and patient communications, and how they must be treated to best serve patients, most efficiently enable communications, and remain within the bounds of HIPAA compliance
  • The HIPAA Omnibus Update rules contain numerous changes to HIPAA Privacy, Security, and Breach Notification rules that affect communication with patients and clients of health care services, who often ask to communicate with health care offices via e-mail or text message. Many of the policies and procedures in place at every healthcare-related organization will need to be reviewed and updated to meet the new requirements. Organizations need to understand the various ways that health care communications can take place, and how patient communications fit in with the HIPAA rules. They need to design and implement a patient communication policy and plan and train their staff on it, or they may face significant new fines for noncompliance
  • E-mail and texting present new challenges to health care providers, as there are simultaneously new requirements to share information with patients, and a new enforcement effort to ensure the privacy and security of Protected Health Information (PHI). Meeting both challenges requires careful consideration of all the regulations and technologies, as well as patient preferences and workflow
  • Most HIPAA-covered entities now face difficult choices between compliance and ease of communication. Most organizations haven't updated their information security risk analysis or policies and procedures and run the risk of breaches, rule violations, and fines in the event of mishandling of PHI using these new technologies.

Who Will Benefit:-

  • Compliance Director
  • CEO
  • CFO
  • Privacy Officer
  • Security Officer
  • Information Systems Manager
  • HIPAA Officer
  • Chief Information Officer
  • Health Information Manager
  • Healthcare Counsel/Lawyer
  • Office Manager

Jim Sheldon Dean

Jim Sheldon-Dean is the founder and director of compliance services at Lewis Creek Systems, LLC, a Vermont-based consulting firm founded in 1982, providing information privacy and security regulatory compliance services to a wide variety of healthcare entities.  He is a frequent speaker regarding HIPAA, including speaking engagements at numerous regional and national healthcare association conferences and conventions and the annual NIST/OCR HIPAA Security Conference.  Sheldon-Dean has more than 18 years of experience specializing in HIPAA compliance, more than 36 years of experience in policy analysis and implementation, business process analysis, information systems and software development, and eight years of experience doing hands-on medical work as a Vermont certified volunteer emergency medical technician.  Sheldon-Dean received his B.S. degree, summa cum laude, from the University of Vermont and his master’s degree from the Massachusetts Institute of Technology