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Features of eFolder Anchor
SaaS or Private Cloud
Deployments
Built for IT service providers, MSPs, and VARs
Profitable Partners:
Selling File Sync to Medical Clients
September 10, 2015 Sponsored by:
Your Host
Ryan Morris
Principal Consultant
Morris Management Partners
rmorris@morrismp.com
@ryanmorris303
Please Welcome
Ted Hulsy
VP of Marketing
eFolder
@TedseFolder
@eFolder
Dan Edwards
President and CEO
Pact One Solutions
@PACT_ONE
Pact One Solutions
Founded in 2003
Started in Las Vegas area;
offices now in California,
Arizona, Utah, and Nevada
33 employees
Clients in legal, accounting,
and medical verticals
• 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?
$4.8M New York-Presbyterian Hospital and Columbia
University Medical Center – leaked datahttp://www.hhs.gov/news/press/2014pres/05/20140507b.html
$150,000 Resolution Agreement with Adult & Pediatric
Dermatology, P.C. of Massachusetts – lost flash drive
http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/apderm-agreement.html
$1.5M Massachusetts provider settles
HIPAA case – lost laptop
http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/meei-agreement.html
$1.7M Alaska DHSS settles HIPAA
security case – lost hard drive
http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/alaska-agreement.html
What is HIPAA?
Requisites for selling managed services to medical clients
What you have to do to comply with HIPAA:
•Learn HIPAA
•Implement HIPAA-specific policies and procedures
for your clients
•Conduct a HIPAA Risk Analysis
•Train your workforce
•Sign BAA agreements with vendors and clients
•Deploy services from vendors that are HIPAA-
compliant, such as eFolder
Introducing eFolder Anchor
Features of eFolder Anchor
SaaS or Private Cloud
Deployments
Built for IT service providers, MSPs, and VARs
Partner Testimonial: Selling File
Sync to Medical Clients
Dentist with Multiple Locations
Before: Dentist using consumer-grade file sync to keep files in sync
Dentist with Multiple Locations
Before: Dentist using consumer-grade file sync to keep files in sync
After: Dentist securely syncing patient images between multiple offices
and a central lab using Anchor
Central lab
Oral Surgery Practices
Before: Oral surgery practices using consumer-grade file sync and email to
share ePHI with third parties
Oral Surgery Practices
Before: Oral surgery practices using consumer-grade file sync and email to
share ePHI with third parties
After: Dentists and orthodontists provided with secure guest accounts for
sharing x-rays with oral surgeons
Dental Consultant
Before: Sensitive patient data inconsistently synced across different devices
Dental Consultant
Before: Sensitive patient data inconsistently synced across different devices
After: Seamless & secure syncing across multiple devices and elimination
of data siloes
How can partners get their foot in the door
with medical clients?
What challenges have you had to overcome
when selling to medical clients?
What recommendations do you have for
partners when approaching medical clients?
Tips and Tricks
Choosing Products and Vendors
67%
Pact-One’s gross margin
on eFolder Anchor
• Business-grade file sync
• Secure and easy sharing
• Backup and restore features
• Administrative features and integrations
• Military-grade encryption
Key Features of eFolder Anchor
Choosing Products and Vendors
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
Pricing for profits
Flexibility and support
• Month-to-month payments, no long-term
contract
• Support and maintenance
• Dedicated account manager
• Sales, marketing and technical training
Free trial
• Free 21 day trial of eFolder Anchor
• Visit anchorworks.com/download
• Choose between SaaS or Private Cloud
Ask the Experts
Ted Hulsy
VP of Marketing
eFolder
@TedseFolder
@eFolder
Dan Edwards
President and CEO
Pact One Solutions
Thank You!
September 10, 2015
Sponsored by:

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eFolder webinar — Profitable Partners: Selling File Sync to Medical Clients

  • 1. Features of eFolder Anchor SaaS or Private Cloud Deployments Built for IT service providers, MSPs, and VARs
  • 2. Profitable Partners: Selling File Sync to Medical Clients September 10, 2015 Sponsored by:
  • 3. Your Host Ryan Morris Principal Consultant Morris Management Partners rmorris@morrismp.com @ryanmorris303
  • 4. Please Welcome Ted Hulsy VP of Marketing eFolder @TedseFolder @eFolder Dan Edwards President and CEO Pact One Solutions @PACT_ONE
  • 5. Pact One Solutions Founded in 2003 Started in Las Vegas area; offices now in California, Arizona, Utah, and Nevada 33 employees Clients in legal, accounting, and medical verticals
  • 6. • 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?
  • 7. $4.8M New York-Presbyterian Hospital and Columbia University Medical Center – leaked datahttp://www.hhs.gov/news/press/2014pres/05/20140507b.html $150,000 Resolution Agreement with Adult & Pediatric Dermatology, P.C. of Massachusetts – lost flash drive http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/apderm-agreement.html $1.5M Massachusetts provider settles HIPAA case – lost laptop http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/meei-agreement.html $1.7M Alaska DHSS settles HIPAA security case – lost hard drive http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/alaska-agreement.html What is HIPAA?
  • 8. Requisites for selling managed services to medical clients What you have to do to comply with HIPAA: •Learn HIPAA •Implement HIPAA-specific policies and procedures for your clients •Conduct a HIPAA Risk Analysis •Train your workforce •Sign BAA agreements with vendors and clients •Deploy services from vendors that are HIPAA- compliant, such as eFolder
  • 10. Features of eFolder Anchor SaaS or Private Cloud Deployments Built for IT service providers, MSPs, and VARs
  • 11. Partner Testimonial: Selling File Sync to Medical Clients
  • 12. Dentist with Multiple Locations Before: Dentist using consumer-grade file sync to keep files in sync
  • 13. Dentist with Multiple Locations Before: Dentist using consumer-grade file sync to keep files in sync After: Dentist securely syncing patient images between multiple offices and a central lab using Anchor Central lab
  • 14. Oral Surgery Practices Before: Oral surgery practices using consumer-grade file sync and email to share ePHI with third parties
  • 15. Oral Surgery Practices Before: Oral surgery practices using consumer-grade file sync and email to share ePHI with third parties After: Dentists and orthodontists provided with secure guest accounts for sharing x-rays with oral surgeons
  • 16. Dental Consultant Before: Sensitive patient data inconsistently synced across different devices
  • 17. Dental Consultant Before: Sensitive patient data inconsistently synced across different devices After: Seamless & secure syncing across multiple devices and elimination of data siloes
  • 18. How can partners get their foot in the door with medical clients? What challenges have you had to overcome when selling to medical clients? What recommendations do you have for partners when approaching medical clients? Tips and Tricks
  • 19. Choosing Products and Vendors 67% Pact-One’s gross margin on eFolder Anchor
  • 20. • Business-grade file sync • Secure and easy sharing • Backup and restore features • Administrative features and integrations • Military-grade encryption Key Features of eFolder Anchor
  • 21. Choosing Products and Vendors 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
  • 22. Choosing Products and Vendors Pricing for profits Flexibility and support • Month-to-month payments, no long-term contract • Support and maintenance • Dedicated account manager • Sales, marketing and technical training
  • 23. Free trial • Free 21 day trial of eFolder Anchor • Visit anchorworks.com/download • Choose between SaaS or Private Cloud
  • 24. Ask the Experts Ted Hulsy VP of Marketing eFolder @TedseFolder @eFolder Dan Edwards President and CEO Pact One Solutions
  • 25. Thank You! September 10, 2015 Sponsored by:

Editor's Notes

  1. Dan’s bio: Dan has worked in the technology industry for almost 20 years and has a passion for providing optimized technology solutions for businesses. He sees value in hiring the best team to better serve his clients and also enjoys giving back to charities such as “Give Kids a Smile”, “TeamSmile” and “Mission of Mercy.” While not in the office, he spends time with his family, plays golf and travels.
  2. Cite all statistics