Live Chat Accessibility And The ADA

Digital accessibility today

Digital accessibility across the web and websites are becoming increasingly popular and necessary. For one thing, we are in the digital age. Brick and mortar businesses are moving to the web at a furious pace. But that’s not the only reason to keep accessibility top of mind.

Supporting accessibility is even more important from a social standpoint, as broadening businesses scope and reach strengthens company brands. SnapEngage is committed to serving the needs of all types of demographics, including users with disabilities.

Chat opens the door to more powerful customer relationships, and is known as the channel with the highest customer satisfaction rate across the web. Users with disabilities can be empowered to experience greater access to the internet.

We strive to meet the most current guidelines for compliance, including the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. By addressing and believing in these access standards, SnapEngage is delivering greater value to all users, including our clients’ users.

What is digital accessibility?

Let’s break this term down. Accessibility is about making things friendlier and more accessible to all people, whether they have a disability or not. Digital refers to anything related to the internet, which today, is everything.

Put the two together and see a world where the web is accessible to everyone, including those with disabilities. Guidelines can be put into place to ensure anyone using digital tools and platforms are able to have a pleasant experience.

Why are we hearing about this now?

Digital accessibility may be a newer concept to some industries, but for others it has been top of mind for quite some time. One reason is because digital accessibility lawsuits are on the rise. Ask Domino’s pizza. Now is the time when ordering a pizza, planning a vacation, paying bills, and checking package statuses all happen on one device, all without talking to a single person. The SnapEngage visitor experience (what customers experience when they are chatting) has been designed to follow the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA to assist you in overall web presence compliance.

3 important aspects to consider when discussing accessibility

SnapEngage is built to be accessible. Serving a larger community, including community members with disabilities, should not be an afterthought. With that in mind, here are three aspects to consider for your business.

1. Any business using chat for support or to provide a service must make chat equally available to disabled persons under the law. 

2. A disability, like hearing, visual, and color-blindness, should not keep anyone from participating in a web conversation. 

3. Software accessibility can require a lift from both the provider and the business. Take care to do your due diligence.

Web accessibility best practices

There are many tools available today, and we recommend checking out the Web Content Accessibility Guidelines for in-depth details. From the SnapEngage side, we have a few suggestions.

Keyboard navigation Every component of the chat can be accessed using a keyboard without requiring a mouse or trackpads.
Outlined elements Actionable elements (like button choices) can be outlined with a border.
Color contrast Create high-contrast color schemes palettes in the Design Studio so all text is clearly visible.

Communicating with all visitors

Accessibility needs to cover the entire website, including extra site tools like live chat. Chat enables engagement throughout the entire customer journey and is the quickest way for customers to get in touch with you.

Accordingly, chat should be a top accessibility priority.

Continuing to make your online site accessible will ensure that the internet as a whole becomes more welcoming. For more ways to improve communication, reach out to us.

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HIPAA Compliant SMS Opens New Markets

Extend Your Reach and Efficiency with HIPAA Compliant SMS Messaging

HIPAA compliant SMS offers benefits to healthcare organizations across the board — from new patient acquisition and care to administrative and marketing.

Text messaging is increasingly becoming the preferred method of communication. Americans exchanged over 2 trillion text messages in 2018, a nearly 16% increase year-over-year. Mobile texting has become an expected platform for customer service. Why should healthcare be any different? To attract new patients, you must go to where they are. 

Give your patients a text number so they can text you with questions and scheduling. Update patient information using secure forms, cutting down on the time that patients spend in waiting rooms updating current information, and decreasing front office procedures. SnapEngage HIPAA compliant messaging can get you there with a few simple tools.

Enhanced communication reaches broader patient markets

 

Goal: 10% more value delivered via HIPAA compliant SMS
How: Remove communication hurdles with a HIPAA compliant SMS line. Patients will feel secure and comfortable throughout their conversation, and younger target groups will feel empowered to reach out more frequently.
Outcome: Appeal to new and more diverse patient markets. Improve staff efficiency with streamlined patient onboarding.


Quickstarter toolkit

  1. Stay secure and compliant with HIPAA compliant SMS. No cumbersome passwords or portals needed. Patients can save the number in their phone and reach you at their convenience.
  2. Securely request patient data using Audit Logs without the need for an external email service. Patients appreciate a new and innovative way to provide information all in one place. Patients can even send you photos when helpful as your team is trained in HIPAA compliance best practices. Patient information is kept secure, and agents cannot send data or images back to the patient. The process stays within SnapEngage.
  3. Advertise your text number on your website, patient mails, behind patient login and anywhere else patients have access.and provide innovative value requiring minimal effort from patients. Make it easy for patients to reach you. 

Sample workflow

Tools for efficient communication recap

Modernize the patient experience with HIPAA compliant SMS 
Request confidential information using Audit Logs and give patients peace of mind with secure data transfer
Free advertising of the HIPAA compliant SMS number

 

Reach patients where they are

In fact, let them reach you in their single most preferred method of communication — texting. SnapEngage makes it easy for you to stay in front of communication trends with HIPAA compliant SMS. SnapEngage’s suite of HIPAA compliant tools humanizes the patient experience, enhances front office efficiency, and extends your reach to fresh, diverse markets. 

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Improve Patient Acquisition Rate with Healthcare ROI Tools

How to Get the Most out of Your Marketing Campaigns

Your marketing team has spent time and effort creating targeted campaigns to increase web traffic. More website traffic is always great, but increased patient acquisition is better. Do you know your patient acquisition cost? 

SnapEngage Live Chat allows you to recognize and record where visitors are coming from. So, not only can you give website visitors responding to a specific campaign a more customized experience than anyone else on your site, you can accurately measure the return on your investment.

The only way to improve your marketing campaigns is to know where you stand with your current campaign performance. Whether measuring product conversion or new patient acquisition rate, having accurate data is a critical component in evaluating whether your campaign is effective at meeting measurable goals. 

With a few tools in your toolkit, you can collect that data while rolling out the red carpet with exceptional prospective patient engagement 24/7.

Record where they came from and send them where they need to go

Goal: Report on exact metrics from marketing campaigns and increase patient acquisition rate.
How: Qualified site visitors will receive VIP treatment on their very first visit.
Outcome: Reap the benefits of your targeted campaigns with contextual messaging. Capture ROI metrics and offer a 24/7 seamless chat experience to enhance the results of your marketing efforts.

 

Quickstarter toolkit

  1. Recognize where site visitors are coming from and trigger a chat with contextual messaging for each specific visitor with Proactive Chat. New visitors to your website are looking for valuable information and to schedule an appointment. 53% of visitors are more likely to do business with an organization that provides chat functionality. Guide them through this process with a strong proactive chat strategy
  2. Capture prospective patient information, even when chat agents are offline or maxed on chats, you’ll never miss a new patient opportunity with Info Capture Bot. Provide the best possible experience while supplementing your chat agent team. All prospect information left with the Info Capture Bot will be automatically sent to your integration for follow-up providing you with valuable ROI metrics and patient acquisition leads.
  3. Have the right agents online at the right time to provide a seamless chat experience and route your prospects where they need to go using Priority Tiers. As your chat requests increase, the system will always scale up to the next tier of agents making them available when they are needed most. Tiers also serve to maximize chat agent skill sets —  The second tier of chat agents can be specialists, engaging with only the most qualified site visitors. 

 

Sample workflow

Tools for ROI recap

Provide high-touch messaging with Proactive Chat settings
Never miss another connection. Info Capture Bots are an extension of your business.
Provide more cohesive new patient support with Priority Tiers

 

Build your live chat toolkit

Data measurement helps tie campaign success to your overall business bottom line. You can get your money’s worth from advertising campaigns by converting more patient leads from paid campaigns. With a few simple SnapEngage tools, you can correctly attribute which patients came from where and engage with them contextually so you meet their needs immediately. Tiers with a chatbot mean that chats will only route to the bot when no one is online — essentially providing customized service 24/7/365.

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How SnapEngage Supports Inclusivity

A letter from our CEO to the team at SnapEngage

As we face unprecedented waves of social and economic turbulence, I urge all of us to use this moment as an opportunity to inspire positive change in our communities and in ourselves.

So long as racism remains a stain on our collective humanity, we cannot call ourselves truly human. SnapEngage supports the global peaceful protests and calls for reform.

A commitment to diversity is not new for us, it is a core value. We have always been a diverse, international team and we reject any form of racism. SnapEngage was founded on diversity by two foreigners who came to the United States. We are happy we built a team with people from all over the world, regardless of their nationality, skin color, religion, or sexual orientation. Promoting cultural exchanges and creating community within SnapEngage has been a core value for us from the beginning.

In the light of recent events around George Floyd’s murder and protests all around the world (the Black Lives Matter movement is supported by protests across our Boulder, Colorado and Berlin, Germany offices), we need to reinforce our core values. There are a couple things we could act on right away, and there are things that we must continue to have at the heart of our company: Respect, Open mindedness, Willingness to support each other as equals. When we do this, we each do our part in making our world a little better. 

Here is what we are doing to support the cause:

 

1. We will be reaching out and offering our software for free to the following organizations: 

https://www.code2040.org/

https://www.blackgirlscode.com/

https://www.hackthehood.org/

2. Charitable contributions. We will set up an annual budget to donate to one of these charitable organizations. Even in trying times (COVID-19) and even though we are a small company, our contribution will make a difference.

3. We are encouraging our teams to take advantage of an important company benefit: Service Days. For example, Black Girls Code and Hack The Hood look for experienced coders who want to mentor underrepresented youth of color. We will also look to volunteer at upcoming opportunities in Denver.

4. The leadership team will recommit to driving real results around diversity, inclusion, open communication, and tolerance. Not just at SnapEngage, but in our communities as well.  

If you are looking to support the community, here is another idea: support Black businesses. Your money is powerful. Where you spend and how you spend could help change the tide.

Here is a list of Black-owned businesses near our Boulder, Colorado office.

Here is a growing list of Black and Brown businesses near our other office location Berlin, Germany. The map is provided by a website called Black Brown Berlin.I am inspired to see so many people around the world exercise their constitutional and civil freedoms to stand up for what is right.

Thank you,
Sofia Rossato
SnapEngage CEO

 
 
Sofia Rossato, SnapEngage CEO

Curious about the organizations mentioned above? Learn more here: 

1. https://www.code2040.org/
Code2040 is a nonprofit activating, connecting, and mobilizing the largest racial equity community in tech to dismantle the structural barriers that prevent the full participation and leadership of Black and Latinx technologists in the innovation economy.  

2. https://www.blackgirlscode.com/ 
Black Girls Code has a vision to increase the number of women of color in the digital space by empowering girls of color ages 7 to 17 to become innovators in STEM fields, leaders in their communities, and builders of their own futures through exposure to computer science and technology. To train 1 million girls by 2040. 

3. https://www.hackthehood.org/about.html 
Hack the Hood serves under-resourced youth of color, ages 16-25, who are interested in pursuing tech-related careers, but who do not yet have access to the resources they need to succeed.  

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Connectivity: SnapEngage’s Response To The COVID-19 Pandemic

Remote worker

 

Like all of you, we have been closely monitoring the evolving COVID-19 pandemic. We’ve always been a global company, with employees working from home part of the time each week. Our teams work to foster connectivity to deliver the most value to our clients, even as we practice social distancing.

Many of our clients are facing the sudden transition to different ways of working. This is happening while shouldering the emotional and physical impact of COVID-19. We are doing what we can to offer our resources and aid as we transition to a new reality. For example, we’ve introduced a COVID-19 Symptom Checker chatbot designed to help healthcare providers triage incoming traffic. We hope the resources below help you stay connected to each other, your clients, and your community.

Stay connected, build relationships

1. How to reduce Coronavirus business impact  

2. How our remote teams use Team Chat to drive connectivity A well-structured knowledge base can resolve a high percentage of common questions. Don’t have a current knowledge base? Google Custom Search allows any website to become a knowledge base. 

3. Automate important messages with Proactive Chat Answer Bot is extremely customizable. Enable the bot to be the first line of defense for clients, or strictly as backup when live agents are busy or offline. Provide 24/7/365 support to eliminate client wait times and boost overall client satisfaction. 

4. Instantly direct visitors to the right location with Guide Bot 

5. Set up a COVID-19 Symptom Checker bot (we’ve already built it for you!) 

Sincerely,
Sofia Rossato
CEO at SnapEngage

Sofia Rossato, SnapEngage CEO 

Release Notes May 22nd: Bot API improvements, Analytics improvements, Bugfixes

Hello SnapEngagers,

here is an update what the development team has been working on in the last weeks:

Updates

Bots

  • We have removed the limit of 10 concurrent chats per Bot – this applies for the Bot API, Answer Bot and Guide Bot as well.
    Clients who configured multiple front line bots in the same tier to deal with a high surge in customer demand can now use just one bot instead.
  • We have added a ‘context ID’ parameter to the Bot API options. The contextId can be useful when free text input is expected. In this case there is no buttonId to identify where in the process of a multi-step dialogue the visitor currently is, so a contextId comes in handy (you can find the documentation here)

Other Updates

  • We have updated the Analytics Report > Visitor Environment -> Pages report to not cut off URLs at 80 characters anymore.
  • We improved the UI of the Chat Agents tab > Add existing Agent option to better display the list of available agents.

 

Resolved Issues

  • Hub: Fixed an issue where the Facebook page the visitor was chatting from did not appear in the ‘From URL’ field.
  • Fixed an issue in the Analytics Report > Queue Time where chats form visitors that closed the chat while in the queue did not appear in the report.
  • Fixed an issue where the admin dashboard would not load in Internet Explorer 11
  • Fixed an issue where the Logs CSV export showed “chat responded” as false for responded chats, when data was deleted after it was sent to the destination
  • Fixed an issue where the Admin Dashboard appeared to ‘flicker’ when a banner was showing while scrolling down.
  • Visitor Chat:
    • Fixed an issue when sending Secure Data Transfer before accepting the chat resulted in the visitor being unable to reply
    • Fixed an issue where the minimize and close buttons were not clickable in the Edge Legacy browser
    • Fixed an issue where messages with special characters like Kanji were not truncated properly

 

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What is the HIPAA Privacy Rule During Covid-19? (FAQs)

 

Many healthcare organizations may be confused about the HIPAA Privacy Rule during Covid-19. To be clear, the HIPAA Privacy Rule — which protects patients’ protected health information (PHI) — is not waived because of the Covid-19 pandemic. 

However, the Office of Civil Rights (OCR) is aware that during an infectious disease outbreak — such as Covid-19 — it may be necessary to disclose a patient’s PHI without their written permission in order to treat them or protect the public health.

Therefore, certain provisions of the HIPAA Privacy Rule during Covid-19 regarding the disclosure of patients’ PHI without their written authorization can be waived without sanctions or penalties in specific instances — because Covid-19 is a national Public Health Emergency. 

Let’s unpack this to answer the most common questions healthcare organizations about the HIPPA Privacy Rule during Covid-19. When can a patient’s PHI be disclosed without their written authorization during the Covid-19 Public Health Emergency?

What is the HIPAA Privacy Rule?

The HIPAA Privacy Rule protects the security and privacy of peoples’ Personal Health Information (PHI). When a patient’s Personal Health Information is in electronic form, it’s called ePHI. 

The HIPAA Privacy Rule provides the standards for healthcare companies to completely protect any PHI or ePHI that’s collected, processed, transmitted, or stored, and make sure that patients can access it and amend if it is incorrect or has become corrupted due to identity theft or errors. 

If your organization has contact with PHI in any way, you have to develop privacy procedures and policies that adhere to the privacy rule and use authorizations as instructed by the HIPAA. Otherwise you risk a HIPAA violation which can subject you to fines and penalties.

Can we disclose PHI without patient authorization for treatment purposes?

Yes. Covered entities and business associates are allowed to disclose PHI if it’s necessary to treat the patient — or any other patient — without a patient’s authorization. 

Treatment includes:

  • Coordination and management of healthcare services by one or more healthcare providers
  • Consultation between healthcare providers
  • Referral of patients for treatment

See 45 CFR §§ 164.502(a)(1)(ii), 164.506(c), 164.501.

Can we disclose PHI without patient authorization to public authorities?

Yes. Covered entities and business associates may disclose PHI without written authorization to public health authorities such as any local or state health department, the CDC, a foreign government agency that is collaborating with a public health authority, or any person or entity who has been granted authority from or is under contract with a public health agency.

See 45 CFR §§ 164.501 and 164.512(b)(1)(i)

Can we disclose PHI without patient authorization to someone who might have COVID-19?

Yes. If state law or any other relevant law permits, covered entities can disclose PHI without written authorization to anyone who may have been exposed to Covid-19 or is at risk of contracting or spreading Covid-19. They may also disclose PHI to anyone who they believe can prevent or reduce a serious health threat to a person or to the public by receiving the PHI in question.

See 45 CFR §§ 164.512(b)(1)(iv).

Can we disclose PHI without patient authorization to family and friends?

Yes. Covered entities and business associates are allowed to share PHI without written authorization with family, relatives, friends, or any other person involved with the patient’s care. They can also share PHI if they need to when trying to find and notify family members, guardians, or people responsible for the patient — to inform them about a patient’s location, condition, or death. This can even include the police, the press, or public at large if it’s necessary in an emergency situation.

Covered entities should at least try and get verbal permission from patients or be able to reasonably infer that a patient wouldn’t object. But if a patient is incapacitated or not available, covered entities can share PHI if they believe it’s in the patient’s best interest. 

See 45 CFR §§ 164.510(b).  

Can we disclose PHI without patient authorization to the media or public at large?

No. Unless excepted as outlined above, information about an identifiable patient e.g. tests, test results, or illness details, cannot be disclosed to the media or public at large without the patient’s written authorization, or the written authorization of the person legally authorized to make healthcare decisions for the patient.

However, if a patient hasn’t specifically objected to the release of PHI, a covered entity may release limited facility directory and basic information about a patient’s condition, such as “critical, stable, deceased, or treated and released.” 

See 45 CFR §§ 164.510(a)

Are there any other HIPAA restrictions or changes we should be aware of?

HIPAA Security Rule 

Covered entities and business associates must continue to apply the administrative, physical, and technical safeguards of the HIPAA Security Rule to electronic protected health information (ePHI) to protect patient information against intentional or unintentional impermissible uses and disclosures — except as permitted by the HIPAA telehealth penalty waiver for healthcare providers. 

Covid-19 HIPAA Telehealth Penalty Waiver for Healthcare Providers

Healthcare providers — specifically — won’t be subject to sanctions or penalties if they violate certain HIPAA Privacy, Security, and Breach Notification Rules when providing telehealthcare in good faith during the COVID-19 nationwide Public Health Emergency.

Minimum Necessary Requirements 

Covered entities and business associates still need to be careful to comply with HIPAA’s minimum necessary requirements. PHI disclosure should only be the minimum amount of information required to accomplish the purpose of the disclosure. But minimum necessary requirements do not apply to disclosures to healthcare providers for treatment purposes.

Other Applicable State and Federal Laws 

There may be other state or federal laws that apply to the disclosure waiver granted under a public health emergency. All covered entities and business associates governed by the HIPAA Privacy Rule should make sure they are up to speed on relevant local laws that may restrict disclosure of PHI during the Covid-19 pandemic.

Real-time OCR Announcements Related to Covid-19

Healthcare providers who are covered under HIPAA need to be aware of ongoing announcements related to HIPAA, Civil Rights, and Covid-19 on the HHS website as we run up against potential Civil Rights challenges while navigating our way through this pandemic. 

Contact SnapEngage to learn how we can help you stay HIPAA compliant during and after Covid-19

SnapEngage’s HealthEngage is the world’s first HIPAA compliant live chat. Our Covid-19 Coronavirus Symptom Checker Bot offers a sequence of questions and answers to help patients understand their options and staff to answer questions quickly. Download our Guide to HIPAA-Compliant Chat and ensure that your business is compliant with the HIPPA Privacy Rule during Covid-19, and beyond.

 

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What are the HIPAA Telehealth Rules for COVID-19? (FAQs)

Virtual doctor visit with telemedicine

Since the Office of Civil Rights (OCR) released its Notification of Enforcement Discretion for Telehealth Remote Communications in March, healthcare organizations want to know what it means to provide HIPAA compliant telehealthcare during the Coronavirus crisis. These FAQs answer the most common questions about the HIPAA telehealth rules for healthcare organizations during COVID-19.

Which HIPAA telehealth rules are affected by COVID-19?

HIPAA Privacy, Security and Breach Notification Rules — HIPAA covered healthcare organizations won’t be subject to sanctions or penalties if they violate HIPAA Privacy, Security, and Breach Notification Rules when providing telehealthcare in good faith during the COVID-19 nationwide Public Health Emergency.

Which HIPAA covered entities qualify for the telehealth enforcement discretion during COVID-19?

Healthcare providers only — The HIPAA telehealth Enforcement Discretion applies to all healthcare providers that are covered by HIPAA and provide telehealth services during the emergency or transmit any health information in electronic form (ePHI) in connection with a transaction.

Under HIPAA, healthcare providers are those organizations that provide medical or health services, bill for healthcare services, and are paid for health care in the normal course of business. 

Examples of healthcare providers under HIPAA are:

  • Clinics
  • Hospitals
  • Pharmacists
  • Laboratories
  • Physicians
  • Nurses
  • Home Health Aids
  • Therapists
  • Mental Health Professionals
  • Dentists
  • Any other person or entity that provides healthcare

Which HIPAA covered entities do not qualify for the telehealth enforcement discretion during COVID-19?

Health insurance companies — Health insurance companies that pay for telehealth services but do not provide them are not considered covered entities for the telehealth Enforcement Discretion. Covered entities are healthcare providers only.

What patients can healthcare organizations treat under the telehealth enforcement discretion for COVID-19?

Any patient — HIPAA covered health care providers can treat any patients they normally service using telehealth or telemedicine — with no limitations. This includes both COVID-19 and non-COVID-19 related telehealthcare services. 

It also includes both patients that receive Medicare or Medicaid benefits and patients that don’t. (Any telehealth restrictions imposed by Medicare or Medicaid do not limit the HIPAA Notification of Enforcement Discretion regarding COVID-19 and remote telehealth communications.)

What is telehealth according to the HHS?

The HHS defines telehealth as the use of “electronic information and telecommunications technologies to support and promote long-distance clinical health care, patient and professional health-related education, and public health and health administration.” 

This includes technology such as:

  • The internet
  • Video conferencing software
  • Streaming media
  • Storage and forwarding of images
  • Landline communication
  • Wireless communications — audio, text, imaging, video.

But this doesn’t mean that healthcare providers can jump on any platform. The OCR specifically states that providers must use non-public facing applications.

What are non-public facing applications?

Non-public facing communications mean communications platforms that are designed to only allow specific parties into the telehealth conversation. Non-public facing communications should use end-to-end encryption and support individual user accounts and log in credentials.

Examples of non-public facing remote communication platforms with end-to-end encryption:

  • WhatsApp
  • Telegram
  • Facetime
  • iMessage
  • Signal
  • Facebook Messenger Secret Conversations  (iPhone, iPad, and Android only)
  • Skype Private Conversation
  • SnapeEngage LiveChat

Examples of non-public facing remote communication platforms without end-to-end encryption:

  • Google Hangouts
  • Facebook Messenger
  • Skype

 

What are public facing applications?

Public facing applications are not allowed under the Notification of Enforcement Discretion for Telehealth. Public facing technologies are open to the public and are not considered private. Examples of public facing communications are:

  • Facebook
  • TikTok
  • Slack

What are HIPAA compliant telehealth vendors?

HHS also notes that healthcare providers who want additional telehealth privacy should seek out technology vendors who are already HIPAA compliant technology vendors and are willing to enter into a business associate agreement (BAA) with covered entities. 

The HHS website lists some technology vendors that may have HIPAA compliant communication products. But OCR has not reviewed them. Nor does it certify or recommend them — or any other specific technology.

Even though the OCR assures covered healthcare providers that they will not be penalized for using less secure tech communication products during the Public Health Emergency, it advises telehealthcare providers that they should make an effort to use end-to-end encrypted technologies and inform patients of privacy risks when they can’t.

How long will the HIPAA telehealth rules for COVID-19 last?

The Notification of Enforcement Discretion for Telehealth will last as long as the declared Public Health Emergency during COVID-19 lasts. A Public Health Emergency lasts until the HHS Secretary determines that the Public Health Emergency is over. He can extend it for additional 90-day periods, but ultimately, the protection against HIPAA penalties for telehealth ends when the Secretary says it does.

What happens if the Public Health Emergency officially ends, but healthcare providers still need to use telehealth?

This is a situation that all HIPAA covered healthcare providers should be aware of. 

While the HHS Secretary may declare a national Public Health Emergency terminated, healthcare providers may still find that they are dependent on telehealth and telemedicine in their regional areas to service patients — coronavirus related or not. 

Healthcare providers who are dependent on non-HIPAA compliant technologies to service their patients may find themselves in a grey zone when it comes to HIPAA sanctions or penalties

The best way to prepare for this is by integrating HIPAA compliant technology today with a Business Associates Agreement in place. Otherwise you may find yourself scrambling when the telehealth Enforcement Discretion is terminated.

Contact SnapEngage to learn how we can help you stay HIPAA-compliant through COVID-19 and beyond

ShapEngage’s HealthEngage is the world’s first HIPAA compliant chat. We’re set up to address your needs through COVID-19 and beyond. For example, our COVID-19 Coronavirus Symptom Checker Bot offers a sequence of questions and answers to help patients understand their options and staff to answer questions quickly. 

Get set up with the leading HIPAA compliant conversational platform designed for healthcare today, and you won’t have to worry about continuing to provide exceptional service while staying HIPAA compliant tomorrow.

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Live Chat for Marketers: Examples and Use Cases to Try in 2021

We cover the following topics in this article:

Live chat for marketing is a secret weapon. Most marketers just haven’t figured it out yet.

In the customer support world, live chat has been a breath of fresh air in the recent years. The need for personalized interactions seems higher than ever. Live chat has one of the highest customer satisfaction rates at 83%.

In this guide, I’ll show you why live chat is so loved by consumers, how it fits into your marketing, and how you can use it to maximize all your existing marketing assets (with examples and copy/paste message examples you can use).

Why is live chat such a powerful marketing tool?

A direct line of communication with people in your target audience is extremely valuable—no doubt about that. But you’re already on top of your emails and phone calls. These channels seem as close to real-time conversations as possible, and they’ve worked well for you.

So why should you focus on live chat? To answer that question, let’s look at some live chat stats that 99firms and G2 have collected.

Live chat is fast and efficient

Speed is important to your potential customers. Consumers expect a response time under 10 minutes, and 79% of them prefer live chat for exactly that reason—because it offers instant responses.

A study by McKinsey found that slow response times are buyers’ top complaint.

Live Chat After Hours

You could even say that live chat often plays the role of a store assistant in a physical shop. For the shopper, it creates the feeling that the answer to any questions they have is only a few moments away—no waiting in uncertainty.

As it turns out, that’s how many companies feel, too: 87% of them adopted live chat specifically to connect with their website visitors in real-time.

Live chat is convenient

Let’s just get this out of the way real quick. Most shoppers don’t want to talk to sales. At least not right away. The perfect happy medium is live chat. This allows businesses to answer critical questions fast and efficiently.

We are now living in a world where global commerce is happening remotely, due to COVID-19. Think about industries like retail – where shopping has transitioned from brick and mortar, to digital. As companies are shifting their sales and support teams to become a fully connected remote workforce, live chat becomes even more critical.

As many as 42% of consumers say they prefer live chat over other customer support channels because they don’t have to wait on hold, and 51% of them prefer it because it allows them to multitask.

On top of that, 51% of consumers say a business needs to be available 24/7 for support.

These numbers confirm a simple, but powerful assumption: they want to talk to you on their terms. If they can’t, chances are they’ll look for an alternative solution.

Live chat lets you be proactive

If you can anticipate your customer’s needs, you can win. Some 48% of consumers favor companies with proactive support, and the best live chat software will let you do exactly that.

Proactivity works: more than one-third of initiated proactive chats got a response. Showing up with the right message at the right time could drive your customer experience through the roof.

Live chat fuels customer retention and increases revenue

If you picture 100 people that come to your website, about 95 to 99 of them aren’t ready to take an action you want them to (like subscribing and purchasing). That’s based on the average website conversion rate of 1.84% to 3.71% for e-commerce and 2.23% to 4.31% for B2B.

No matter how good your marketing strategy is, it may take a while to convert your website visitors. The good news is that 63% of consumers who used live chat on a website are likely to return to that site.

To top that off, 22% of companies recorded a 5-10% increase in revenue thanks to live chat. Live chat is a long game, and it pays off.

4 ways live chat can support your marketing

Live chat is about timeliness, relevancy, and efficiency. For it to work, you need to deliver the right message, at the right time, to the right person.

Of course, this is true for every channel you use in your marketing. However, unlike social media posts, whitepapers, or even emails, live chat feels personal, direct, and instant. For the person receiving your message, the expectations might be higher than you’re used to.

Here are the four main ways live chat will support your marketing efforts, which will in turn give your sales team a consistent stream of quality sales opportunities.

Supercharge your content promotion

When you publish a new piece of content, you probably already have a standard promotion process, such as sharing on social media, emailing your subscribers, and posting on relevant forums.

If you haven’t considered live chat for content promotion yet, you’ll love this. Based on what your website visitors are already reading (i.e. the blog pages they’ve visited), you can set up a rule-based chat message that pops us and invites your visitor to check out your other piece of content.

You’ll see the best results with this if you make the recommended piece of content hyper-relevant and related to what they’re already reading.

Generate leads, even when you’re offline

Remember the statistic that said people want you to be available 24/7? Here’s how you can make the most out of that expectation, while also driving lead generation.

Let’s say someone visits your website and looks at your products and your pricing page. They want to talk to a live person, but it’s after your office hours. While they’re on the pricing page, they get a chat prompt that invites them to ask any questions they may have about pricing.

When they do that, a chatbot answers their question. It’s exactly what they were looking for, but they know that there are no chat agents online right now. They get a prompt to leave their information so you can look after them the first thing tomorrow.

And just like that, you’ve generated a qualified lead—literally in your sleep!

Cross-sell and upsell

Attracting and nurturing new visitors is just one of your goals as a marketer. The other big one sits deeper in the sales funnel, and it includes recommending the right products or services at the right time.

This is another big area where live chat can help. You can send contextual messages based on the specific product page the visitor is viewing. Based on their answers, you can upsell them to a product you know fits their needs better, or cross-sell a complementary product.

For Amazon, cross-selling and product recommendations contribute up to 35% of their revenue. Whether you’re launching new products or just promoting your existing ones, timely recommendations with live chat can be an impactful strategy.

Create a fully integrated user experience

People crave consistent experiences, and online behavior is no different. A report from PWC revealed that the number of companies investing in the omnichannel experience jumped from 20% to more than 80% over the last decade.

A great live chat service will give you the advantage of integrating all your systems for full context about a lead or a customer at any moment.

For example, by integrating your live chat with your CRM, you can quickly get all relevant information about a contact, such as previous conversations, purchases, and more. You’ll never have to ask them to repeat something they’ve already told you, and the process of buying from you will feel seamless on their end.

8 use cases and examples for live chat in your marketing

I’ve outlined eight use cases for proactive, rules-based live chat messages. They will help you start conversations at the right moment, nurture your potential customers, and increase sales.

  1. Recommend other blog posts with live chat.
  2. Recommend a lead magnet upgrade with live chat.
  3. Start a conversation on any product page.
  4. Start a conversation on the pricing page.
  5. Offer campaign specific support.
  6. Reduce cart abandonment on checkout pages.
  7. Ask an open ended question on the homepage.
  8. Welcome back a returning visitor.

Use case #1: Blog post > Recommend other blog posts

When someone lands on your blog post, it means the headline resonated with them and they wanted more.

If they stick around and indicate they’ve actually read the blog post, that’s gold. For example, they’ve stayed on the blog post for at least 45 seconds, or they’ve scrolled to a certain depth. This is where you can send them a live chat message such as:

  • Like what you’re reading? Dive deeper on [topic] in our newest blog post [add link here].
  • If this post is useful, you’ll love our most popular blog post on [topic]! Check it out here [add link here].

Use case #2: Blog post > Recommend a lead magnet

This is a particularly great use case for your returning blog readers. If your live chat software allows you to track such information, tailor messages specifically to those visitors that read your content often.

Instead of recommending another blog post, suggest a highly related lead magnet. It will ideally be in the same category. This will not only feel extremely relevant, but it will also help your sales reps customize their conversations in the future!

Use one of these messages:

  • Are you looking to take your [topic] to the next level? Grab your copy of [checklist, whitepaper, etc.] for hands-on tips [add link here].
  • You like reading about [topic]. We like that. If you want to learn even more, get our tried and tested tips in the latest [ebook, cheatsheet, etc.]. Get it here [add link]!

Use case #3: Product page > Start a conversation

Your visitors might be on your product pages for many reasons. Maybe they’re researching various price ranges between you and your competitors. They might be looking into specific features and looking for the best option. The level of their interest may vary by a lot.

However, the longer they stay and the more product-specific options they look at, the higher the chances they’re considering buying from you. This is why it’s good to start a conversation.

You can use simple messages such as:

  • Hey! What can we help you with? We’re only a message away.
  • You’ve been browsing for a while. Any questions we can answer for you?

You can make this an open-ended prompt, or offer a few options that lets them click on one of them:

  • Option 1: No, I’m just browsing
  • Option 2: I need help choosing a product
  • Option 3: Something else

These can then return automated replies, as well as allow the visitor to ask for a real-time chat with a sales rep or a support agent.

A real-life example of how this all works can be found on Nextiva’s Cloud PBX page. In the example below, a live chat has started during “after hours.” What initially began as a feature question, soon escalated to pricing info. The agent asked for a name, phone number and email address so that the sales department could reach out with specific pricing info.

Live Chat Response

Use case #4: Pricing page > Ask if they need support

For service providers, software products, and other companies that offer tiered pricing, visitors on the pricing page are often some of the most purchase-ready ones.

Use a similar approach as in the previous use case. If they come to the pricing page multiple times within, say, a week, or if they’ve spent more than 90 seconds on it, you can ask any of these questions:

  • Do you have questions about our pricing? We’re online right now, so let us know how we can help.
  • What do you want to know about our pricing?

Use case #5: Campaign-specific landing page > Offer campaign-specific support

Are you driving traffic from an email campaign or a paid ad on search or social media? The benefit of doing that is having a dedicated landing page.

With a campaign-specific landing page, you can get even more specific about the messaging that’s triggered. For example, if you’ve launched a new product, you can designate a number of chat agents that will specifically support visitors from this campaign.

You can use any of the appropriate messages from earlier use cases, or you can simply indicate to these visitors that live chat is available if they need real-time support.

These support agents are prepared for that particular campaign, so they can have more specific conversations about your new launch, bring deeper value to the visitor, and ultimately increase sales.

Use case #6: BOFU pages > Offer support to lower churn/cart abandonment

There are other bottom of the funnel pages—pages close to the end of the decision-making process—that aren’t pricing or product pages.

This includes pages that cover shipping and returns, subscription cancellation, and any page in the checkout process.

If customers get stuck on any of these pages, or if they keep returning to it, it signals that you might be losing them. To help them solve these pain points, you can send them a chat message such as:

  • What do you want to know about our shipping/returns policy?
  • What brings you here (i.e. cancellation page)? Let us know if there’s an issue with your subscription.
  • Is everything you wanted in your cart? Let us know if we can help.

Use case #7: Homepage > Ask an open-ended question

This is an easy, low-effort way to welcome a new visitor to your website if they’ve landed on your homepage.

When the homepage is the starting point, it’s hard to know why they’re here. So feel free to ask them a simple question:

  • Welcome! What brings you to our website today?

You can either leave it open-ended, or you can offer clickable answers such as:

  • Option 1: I want to learn about [topic]
  • Option 2: I’m researching [your product]
  • Option 3: I’m just browsing

As they pick their option, an automated reply can serve the right link, or simply let the visitor browse.

Use case #8: Returning visitor > Welcome them back

Finally, if someone keeps returning to your website without taking action, they might simply need a small nudge to take action.

Welcome them back with one of these messages:

  • Welcome back! What can we help you with?
  • You’re back! Are you ready to get started with [your product]?

If you choose the second one, offer some options they can choose from. For example:

  • Option 1: Yes, I’m ready!
  • Option 2: Yes, but I have some questions first
  • Option 3: No, just browsing

Streamline your marketing with live chat

With these examples and use cases, you can quickly start making the most out of the marketing assets you’ve already created.

Start by listing a few pages that show high intent from the visitor, such as landing pages and product or purchase-specific pages, and use these messages as a starting point. From there, you can expand to more pages, get more specific with behavioral triggers, and test the impact of live chat.

Remember to analyze the results, rinse, and repeat when you find what works best!

About the Author:

Gaetano DiNardi is the Director of Demand Generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter – he’s worked with major artists like Fat Joe, Shaggy and loves making music to stay turbocharged. To get in touch, follow him on LinkedIn.

About Nextiva:

Nextiva is a cloud communications company that enables businesses to work from anywhere. Think of Nextiva like a business phone system with superpowers. 

Social Links:

LinkedIn – https://www.linkedin.com/in/officialg/

Twitter – https://twitter.com/gaetano_nyc

Quora – https://www.quora.com/profile/Gaetano-DiNardi

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Your customers have questions

Did you know that up to 80% of customer questions are routine? Many customers prefer chatbots for simple queries. Customers who have no choice but to ask routine questions to support agents can create a frustrating experience for both parties, leaving agents less time to focus on more complex issues.

Clients deserve the best answers quickly. Customer service agents should spend more time on difficult cases rather than answering routine questions. Deliver a delightful experience to customers and quickly provide helpful answers all without involving a human.

Answer Bot is the key to providing efficient answers, all while relieving demand on agents by deflecting incoming chats. Scaling your support team just got easier and more cost-effective. Clients can continue to get the instant help they require, agents are kept free for more difficult questions, and all customer service bot conversations are saved and stored like any other chat.

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More cost effective, more conversations

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Resolve issues before you can say, “Welcome to SnapEngage!”  

Connect Answer Bot to an existing knowledge base and it will automatically pull a number of answers relating to the client question into the chat conversation. The client can choose from any article on the suggested list. 

A well-structured, well-written knowledge base can resolve a high percentage of common questions. Don’t have a current knowledge base? Google Custom Search allows any website to become a knowledge base.

Bonus: Answer Bot stores all queries, making it easier to identify content gaps in your existing documentation.

Answer Bot is extremely customizable. Enable the customer service bot to be the first line of defense for clients, or strictly as backup when live agents are busy or offline. Provide 24/7/365 support to eliminate client wait times and boost overall client satisfaction.

Scale customer support teams for a fraction of the cost 

50%-80% of routine questions can be resolved through automation. Offer clients valuable educational information and triage other requests accordingly. Uncover the reason for chatting in, prioritize the most urgent issues, and route conversations to the right people. As customer service bots work to provide faster resolutions, chat agents will feel more productive and focused on the most important issues.

By deflecting routine inquiries like, “How do I reset my password?” or “What is your office address?”, agents can spend more time focusing on high-value inquiries that require more time and hands-on support.

Business needs change quickly and chatbots can pivot to fit any direction that you are headed. Chat and chatbots combined handle business complexities with ease.