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Partner Chat Webinar
Selling to Medical Clients:
Anchor and HIPAA
Agenda
• Introductions
• What is HIPAA?
• Requisites for selling to medical vertical
• Pitching and selling to medical clients
• Choosing products and vendors
• Q&A
© 2014 eFolder, Inc. All Right Reserved.2
Introductions
© 2014 eFolder, Inc. All Right Reserved.3
Introductions
© 2014 eFolder, Inc. All Right Reserved.4
200 clients / ~1,000 end-users
Founded in 2004
Chicago area
30 clients in the medical vertical
40 employees
What is HIPAA?
© 2014 eFolder, Inc. All Right Reserved.5
Health Insurance Portability and Accountability Act (1996)
HIPAA protects any combination of a patient’s name (or other identifier)
with information about medical diagnoses or treatment
Can be written, verbal, or electronic
On any device or in the cloud
Businesses, including IT providers, that have access or store electronic
Protected Health Information (ePHI) must comply with HIPAA
What is HIPAA?
© 2014 eFolder, Inc. All Right Reserved.6
HIPAA deadline Sep. 23, 2013
$150,000 Resolution Agreement with Adult & Pediatric
Dermatology, P.C. of Massachusetts – lost flash drive
$1.5M Massachusetts provider
settles HIPAA case – lost laptop
$1.7M Alaska DHSS settles HIPAA
security case – lost hard drive
Requisites for selling to medical vertical
© 2014 eFolder, Inc. All Right Reserved.7
What you have to do to comply with HIPAA
• Learn HIPAA
• Implement HIPAA-specific policies and procedures
• Do a HIPAA Risk Analysis
• Train your workforce
• Perform and document ongoing HIPAA-compliant services
• Select HIPAA-compliant vendors, such as eFolder
Requisites for selling to medical vertical
© 2014 eFolder, Inc. All Right Reserved.8
Mike Semel, Semel Consulting
December 2014 HIPAA Rapid Compliance VARs/MSPs – Virtual Workshop
• Includes three 2-hour webinars
• Compliance materials, including customized policies, procedures,
agreements, checklists, templates
• 1:1 personal consulting
Webinar attendees can take advantage of a $300 discount
www.semelconsulting.com/eFolder-Anchor
Promo code: eFolder
Pitching and selling to medical clients
© 2014 eFolder, Inc. All Right Reserved.9
1 Elevate security and privacy
Story: Prosthetics and orthotics office is using
Dropbox to store patient photos and videos
Takeaways:
- Educate the client and present risk scenarios
- Exceed expectations (features matter)
- Ease-of-use and security are not exclusive
Pitching and selling to medical clients
© 2014 eFolder, Inc. All Right Reserved.10
2 Ensure uptime and continuity
Story: Blizzard knocks out medical office,
including power, internet, firewall
Takeaways:
- Remember the human factor
- Be prepared to triage clients during disaster
- Emphasize resiliency and reliability
Pitching and selling to medical clients
© 2014 eFolder, Inc. All Right Reserved.11
3 Fit rather than force
Story: Pharmacy has an electronic prescription
subscription service that is cumbersome
Takeaways:
- Understand business and applications
- Not always necessary to rip and replace
- Match wants/needs of multiple stakeholders
Pitching and selling to medical clients
© 2014 eFolder, Inc. All Right Reserved.12
4 Be the expert
Story: Clients choosing wrong software or
hardware solutions for cost or ease of use
Takeaways:
- Train HIPAA internally with staff
- Choose scalable solutions for you and clients
- Remember why they chose you
Choosing products and vendors
© 2014 eFolder, Inc. All Right Reserved.13
Any business or vendor that accesses or stores electronic Protected Health
Information (ePHI) is a Business Associate and must comply with the Health
Insurance Portability and Accountability Act (HIPAA)
As a result…
• You must comply with HIPAA
• Your vendors must comply with HIPAA
• Your vendors must sign a Business Associate (BA) Agreement
• Your should trust your vendors to deliver secure and reliable services
Choosing products and vendors
© 2014 eFolder, Inc. All Right Reserved.14
eFolder Anchor now complies with HIPAA
Offer your medical clients a business-grade file sync service
Profit
eFolder will sign Business Associate (BA) agreements
Backup BDR Sync
Choosing products and vendors
© 2014 eFolder, Inc. All Right Reserved.15
Key features of eFolder Anchor
- Business-grade file sync, enabling secure file access from any device
- Secure and easy sharing, empowering user collaboration
- Backup and restore features, preventing data loss
- Administrative features and integrations, delivering security and control
- Military-grade encryption, exceeding industry standards
“You get what you pay for”
Choosing products and vendors
© 2014 eFolder, Inc. All Right Reserved.16
60-80%
BSSi2 gross margin on
eFolder Anchor service for
medical clients
Q&A
© 2014 eFolder, Inc. All Right Reserved.17
www.efolder.net
678-888-0700
Thank you!
www.efolder.net
678-888-07000

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eFolder Partner Chat Webinar: Selling to Medical Clients — Anchor and HIPAA

  • 1. Partner Chat Webinar Selling to Medical Clients: Anchor and HIPAA
  • 2. Agenda • Introductions • What is HIPAA? • Requisites for selling to medical vertical • Pitching and selling to medical clients • Choosing products and vendors • Q&A © 2014 eFolder, Inc. All Right Reserved.2
  • 3. Introductions © 2014 eFolder, Inc. All Right Reserved.3
  • 4. Introductions © 2014 eFolder, Inc. All Right Reserved.4 200 clients / ~1,000 end-users Founded in 2004 Chicago area 30 clients in the medical vertical 40 employees
  • 5. What is HIPAA? © 2014 eFolder, Inc. All Right Reserved.5 Health Insurance Portability and Accountability Act (1996) HIPAA protects any combination of a patient’s name (or other identifier) with information about medical diagnoses or treatment Can be written, verbal, or electronic On any device or in the cloud Businesses, including IT providers, that have access or store electronic Protected Health Information (ePHI) must comply with HIPAA
  • 6. What is HIPAA? © 2014 eFolder, Inc. All Right Reserved.6 HIPAA deadline Sep. 23, 2013 $150,000 Resolution Agreement with Adult & Pediatric Dermatology, P.C. of Massachusetts – lost flash drive $1.5M Massachusetts provider settles HIPAA case – lost laptop $1.7M Alaska DHSS settles HIPAA security case – lost hard drive
  • 7. Requisites for selling to medical vertical © 2014 eFolder, Inc. All Right Reserved.7 What you have to do to comply with HIPAA • Learn HIPAA • Implement HIPAA-specific policies and procedures • Do a HIPAA Risk Analysis • Train your workforce • Perform and document ongoing HIPAA-compliant services • Select HIPAA-compliant vendors, such as eFolder
  • 8. Requisites for selling to medical vertical © 2014 eFolder, Inc. All Right Reserved.8 Mike Semel, Semel Consulting December 2014 HIPAA Rapid Compliance VARs/MSPs – Virtual Workshop • Includes three 2-hour webinars • Compliance materials, including customized policies, procedures, agreements, checklists, templates • 1:1 personal consulting Webinar attendees can take advantage of a $300 discount www.semelconsulting.com/eFolder-Anchor Promo code: eFolder
  • 9. Pitching and selling to medical clients © 2014 eFolder, Inc. All Right Reserved.9 1 Elevate security and privacy Story: Prosthetics and orthotics office is using Dropbox to store patient photos and videos Takeaways: - Educate the client and present risk scenarios - Exceed expectations (features matter) - Ease-of-use and security are not exclusive
  • 10. Pitching and selling to medical clients © 2014 eFolder, Inc. All Right Reserved.10 2 Ensure uptime and continuity Story: Blizzard knocks out medical office, including power, internet, firewall Takeaways: - Remember the human factor - Be prepared to triage clients during disaster - Emphasize resiliency and reliability
  • 11. Pitching and selling to medical clients © 2014 eFolder, Inc. All Right Reserved.11 3 Fit rather than force Story: Pharmacy has an electronic prescription subscription service that is cumbersome Takeaways: - Understand business and applications - Not always necessary to rip and replace - Match wants/needs of multiple stakeholders
  • 12. Pitching and selling to medical clients © 2014 eFolder, Inc. All Right Reserved.12 4 Be the expert Story: Clients choosing wrong software or hardware solutions for cost or ease of use Takeaways: - Train HIPAA internally with staff - Choose scalable solutions for you and clients - Remember why they chose you
  • 13. Choosing products and vendors © 2014 eFolder, Inc. All Right Reserved.13 Any business or vendor that accesses or stores electronic Protected Health Information (ePHI) is a Business Associate and must comply with the Health Insurance Portability and Accountability Act (HIPAA) As a result… • You must comply with HIPAA • Your vendors must comply with HIPAA • Your vendors must sign a Business Associate (BA) Agreement • Your should trust your vendors to deliver secure and reliable services
  • 14. Choosing products and vendors © 2014 eFolder, Inc. All Right Reserved.14 eFolder Anchor now complies with HIPAA Offer your medical clients a business-grade file sync service Profit eFolder will sign Business Associate (BA) agreements Backup BDR Sync
  • 15. Choosing products and vendors © 2014 eFolder, Inc. All Right Reserved.15 Key features of eFolder Anchor - Business-grade file sync, enabling secure file access from any device - Secure and easy sharing, empowering user collaboration - Backup and restore features, preventing data loss - Administrative features and integrations, delivering security and control - Military-grade encryption, exceeding industry standards “You get what you pay for”
  • 16. Choosing products and vendors © 2014 eFolder, Inc. All Right Reserved.16 60-80% BSSi2 gross margin on eFolder Anchor service for medical clients
  • 17. Q&A © 2014 eFolder, Inc. All Right Reserved.17 www.efolder.net 678-888-0700