Chat Benefits Patients During Severe Flu Season

Chat Benefits Patients During Severe Flu Season

Chat Offers Welcome Alternative to In-Office Visits During Brutal Flu Season

When the yearly flu vaccine cannot compete with the dominant strains of the flu, incredibly high numbers of individuals come down with various forms of influenza. It’s important to realize that some of this flu spread occurs directly within doctor’s offices, despite precautions that offices take. The flu requires vigilance and quarantining in order to truly curb its spread, and HIPAA-compliant chat can be a major method for giving medical information without increasing the risk of the flu spreading.

The Aggressive Flu of 2017-2018

After the flu season began in the fall of 2017, doctors, other medical professionals, and hospital networks began to notice that the rates of flu-like symptoms were astronomical. By February, according to Fortune, 4000 Americans were dying of influenza per week and the number of cases were as high as the 2009 swine flu epidemic.

These statistics form a healthcare provider’s nightmare: after careful preparation and stocking of a flu shot, the people in their care are still getting sick and sometimes dying. With complications like pneumonia possible and likely, many otherwise able-bodied adults choose to try to soldier through their illness without rest, which is resulting in more deaths among the typically hardiest segment of the population. Since the flu has sent more people to the hospital than in any recent years according to The Hill, hospitals are strained to be able to care for everyone who is in need of medical care while still providing all their typical kinds of care.

In addition to being especially virulent, the flu can sometimes linger in populations for longer than the typical 16-week flu season. According to the NY Times, the spike in cases and hospitalizations has been precipitously higher than other years, especially at the end of January and beginning of February. All of these factors remind hospitals and medical providers that illnesses can be unpredictable and flexible systems are essential to be able to cope with this uncertainty.

One way that new cases of flu-like illness are being treated now is through chat solutions that allow sick patients to reach a doctor or nurse directly from the provider’s website. Doctors and nurses can evaluate the state of the patient via a real-time chat conversation before giving advice and transmitting electronic prescriptions through to the patient’s pharmacy.

Advantages of HIPAA-Compliant Chat

When aiding those who need medical care for flu symptoms, it is often best for them to rest, drink fluids, and perhaps take a medication like Tamiflu. Getting these simple items taken care of can be the difference between a few sick days and a serious medical complication, like a pneumonia infection.

These life-giving, simple treatments are all items that can be explained and prescribed via HIPAA-compliant chat services online. Telemedicine delivers valuable care for mildly to moderately ill people who will, in the end, only visit the doctor’s office to verify their flu symptoms and receive a medication prescription. If flu victims can stay home, rest, and have someone who is well fetch their medicine, the risk of others becoming infected goes down dramatically.

Even intake procedures can be done on a computer without making someone take a trip to the doctor’s office. Live chat features can provide the rigorous security required to protect medical information by the HIPAA laws while scaling to the amount of clients that a particular healthcare provider needs. Features like live chat allow offices to minimize wasted downtime while maximizing their total patients treated and healed, all in the context of a personalized solution that fits with their particular demographics.

Severe Flu Cases Benefit from Chat, Too

You may be wondering whether live chat is helpful in more critical flu cases. After all, the most severe flu cases require constant monitoring and attention from doctors, and there have been substantially more hospitalizations from the flu this year than in an average year of the flu season. These patients need to be seen quickly by a doctor, given life-saving treatment, and receive treatment if flu leaves them susceptible to other complications and illnesses.

The existence of HIPAA-compliant live chat is actually helpful even for these cases. When someone with severe symptoms goes to the doctor or hospital, they often face enormous lines of others who need help or they have trouble getting an appointment. With live chat, the line time goes down: after all, more mild cases will be seen quickly and easily by whichever nurse or doctor on the line can take some quick time to greet them, without them ever having to wait in a germ-filled waiting room.

These time-saving solutions make it possible for severe symptom cases to be seen more promptly in person. If someone isn’t sure about their symptoms, they can save money and time by using live chat first, and a doctor or nurse can quickly determine if their case merits a visit to the office or hospital. This means that the entire system flows better if mild cases are quickly resolved with online chats rather than office visits.

End of this Road, Preparation for the Next

Many doctors and hospitals are breathing a heavy sigh of relief as the CDC declared that cases and deaths from flu have eased in recent weeks. However, on the heels of this good news come the worries: how to make sure that offices and hospitals are prepared when a new widespread illness brings many contagious people to the office waiting room? Forward-thinking doctors and nurses are choosing to incorporate a live chat telehealth component because they know that it can save lives.

When people with compromised immune systems visit the doctor, it is to their benefit if only a few others are there at a given time, with most contagious but non-severe illnesses contained at home in a form of self-quarantine.

Not only does telemedicine allow people to recuperate with a minimum of disruption, they also keep more severely ill people out of contact with their viruses. The flu varies in its levels of virulence, but medical professionals are more equipped to stop its spread when HIPAA-compliant chat services are offered.

Telehealth Nursing Receives Boost from Messaging Solutions

Telehealth Nursing Receives Boost from Messaging Solutions

History of Telephone Triage and Telemedicine

Telehealth nursing has grown in popularity with the growing reliability of both video chat and instant internet chat options, despite having existed as a telephone-based service since 1989 formally. In the past 30 years, phone lines where nurses could help diagnose simple conditions and give patients advice for non-life-threatening issues were practical: rather than going to the trouble and expense of going to the doctor’s office or hospital, nurses saved themselves and the patients time by confirming whether or not the symptoms merited a visit. HIPAA-compliant messaging solutions are becoming more popular among generations that spend more time typing conversations via phone or computer than physically talking on the phone.

With the addition of new technology options, substantial benefits are being realized and popularity is growing. In a world where people are generally short on time and where doctors offices are often booked months in advance, a telehealth live chat is becoming the most convenient and valuable way to handle common illnesses and minor injuries.

Benefits of Modern Telehealth Nursing

The new video and live chat features for telehealth nursing increase some of the options available for remote triage. The obvious benefits of telemedicine begin with some simple truths:

  • Diagnosis from home means that an ill person need not venture out, exert themselves, and possibly spread a contagious condition.
  • Diagnosis is possible without the expense of getting to a medical facility and can be queued up from home rather than in a waiting room.
  • Nurses can be in any location, allowing them to work from home or take calls when they are between other tasks at a work facility.
  • Patients whose conditions require rest and perhaps pain relief but no other intervention are calmed quicker and reassured that they are correctly managing their injury or illness.

The new technology adds new features that increase the range of conditions in which a nurse line is valuable, while giving them tools and connections that wouldn’t be possible otherwise.

  • Video chat gives a greater range of information, from readouts on heart monitors to examination of injuries, than a simple phone call can offer.
  • Live chat can retain a record of a conversation that would not be possible with a typical phone call.
  • Internet systems allow nurses to mark whether they are available or unavailable to take a call and can route new video and live chats to the next available nurse, cutting down on wait times and on necessary operator intervention.
  • Internet connections can streamline the process of sending prescriptions from the same hub that offers a telemedicine line, and often these systems also allow for an email of the nurse’s recommendations to be sent to either a caregiver or the patient themselves.

Common Use Cases for Chat for Telemedicine

Nurse triage lines have been very commonly used in relation to on-the-job injuries: if a non-serious injury seems like it merits some advice, a telehealth call may be all that is necessary to get advice on how to elevate, ice, or bandage an injury and move on with the work that must be done. It saves valuable hours for both workers and employers, while ensuring that workers who have been injured do not further injure themselves by returning to work too early. Telemedicine is offered as a part of a medical insurance package at times in order to prevent costly visits and long waits at hospitals and doctor’s offices. A telehealth nurse can give instructions for bed rest and can recommend over-the-counter medications for those who are ill with a contagious but not life-threatening disease, minimizing the time they spend outside spreading the illness.

For bedridden or otherwise remote clients who need evaluation of their vital signs, it is possible to have someone on-site gather information like glucose levels and blood pressure and have a remote nurse make decisions about how the patient is faring and whether a change needs to be made in their daily regimen. On the other hand, crisis situations where getting the patient to a medical facility can also benefit from telemedicine. Using a video call, a nurse can help to diagnose the severity of an issue and can help with dispatching emergency help while also keeping onlookers calm and helping to walk them through emergency care for a person who is inaccessible at the moment, such as a hiker in a remote location. The widespread availability of robust mobile data plans has increased the amount of area in which physically remote locations can still receive instant access to health advice.

HIPAA Compliance in Live Chat

When HIPAA (U.S. Health Insurance Portability and Accountability Act of 1996) went into effect, it became essential that all Protected Health Information be shared only with need-to-know health providers in a very specific way on computers that ensured data security. Many solutions offer live chat and video chat features but are not HIPAA compliant. For this reason, telehealth providers must seek out HIPAA-compliant messaging solutions and other technology that meets their stringent security requirements. If patients are transmitting sensitive PHI (protected health information) and health insurance over the internet, they must also be assured of the security of that information.

Incorporating a New Telehealth Tool

Though many resources exist, not all of them work for all telehealth providers. When you are looking at incorporating a new technology, it is important for it to be compliant but also personalized to the needs of your services. Personalized assessments are a must before choosing a new live chat option to provide valuable information and resources for your clients and for the nurses who will be working a telehealth chat feature. Messaging solutions are increasingly diverse in their implementation, and avoiding penalties for non-compliance with HIPAA make it well worth the effort to understand the needs for your system. Download our Guide to HIPAA-Compliant Chat to learn more about choosing a secure, compliant messaging solution.

HIPAA Series: Why HIPAA Compliance Matters to Your Patients

HIPAA Series: Why HIPAA Compliance Matters to Your Patients

Protecting patient information is of the utmost importance for healthcare organizations

If you are partially or fully responsible for managing a business in the healthcare industry, you are no doubt aware of the importance of protecting your patients’ information. HIPAA laws have serious implications when broken, but it is not just the legal aspect you should be concerned with.

Patients care about their information being safeguarded even when they don’t fully understand everything involved with HIPAA legislation. Here are 2 reasons why HIPAA compliance matters to your patients:

1. Patients want their medical history and problems to stay confidential.

Although patients may have close friends and/or family that they share other information with, they generally don’t want them knowing their full medical history.

Of course, an individual’s privacy is always important. However, patients may care even more about their records staying confidential when their medical history involves one or more of the following:

  • Emotional or mental illnesses
  • A history of abuse (whether physical, sexual, emotional, etc)
  • Pregnancy, miscarriage, etc
  • STI’s or other infections and/or communicable diseases that may impact relationships with others
  • A history of drug/substance abuse or other addictions
  • Diagnosis or symptoms of a terminal illness that hasn’t yet been disclosed to loved ones, professional colleagues, etc

A patient’s medical records being made known to others could result in damaged relationships, embarrassment to the patient, and/or in extreme cases even jeopardize someone’s safety (such as with instances where an individual experienced abuse).

2. Patients need to trust that any PHI (Protected Health Information) they provide will not be compromised.

While the medical history portion of a patient’s file needs to stay secure, so does any additional PHI they provide. This includes such things as a person’s date of birth, social security number, home and mailing address, phone number, marital status, payment information, and even employment information. If a staff member were to let it slip that a specific person is a patient, that could in itself be a violation of HIPAA legislation if the individual this is told to hasn’t been listed on the patient’s information release form.

When it comes to conversations between staff and other individuals, (including other patients that receive medical services,) patients should never have to worry that their name, information, or records will be mentioned.

Additionally, a patient should have peace of mind that any physical or electronic records are secure and will be kept that way. Both patients and medical providers have legitimate reasons to be concerned about this.

Data breach is more common than you may think

For instance, according to the website for the US Department of Health and Human Services- Office for Civil Rights, there are currently over 300 medical companies in the US alone being investigated for breaches reported in the last 2 years.

What may surprise you is that many of these breaches under investigation were not the result of information being intentionally released. For several of these, the type of breach is listed for reasons such as theft, hacking, and/or IT incidents, some of which compromised thousands of patients’ data.

It is possible in some of these cases that the individual(s) responsible for stealing information were after patients’ personal (not medical) information and they could even intend to scam individuals using data they accessed.

Unfortunately, it would be reasonable to conclude that in addition to known violations, there are likely many more healthcare companies who have experienced breaches that have not been reported.

Regardless of what information is accessed by unauthorized individuals or the exact reason why, patients definitely don’t want to worry about their information being ‘out there.’

3 Tips for Protecting Your Patients’ PHI

We discussed a couple of reasons why HIPAA matters to patients. Now you want to do your part to keep their protected health information safe. Here are 3 things you can do.

1.) Make sure any electronic records have maximum security.

This may involve not only encryption/passwords, but also things such as not leaving computers or devices that have access to patient info unattended or in an insecure location. You may also want to find a good IT company to work with and ensure your website/system is under a secure firewall to protect against hacks.

2.) Make sure patients are aware of their rights and that they understand HIPAA-related forms they sign.

Some healthcare facilities now have the ability to use electronic signatures for forms patients need to sign. If your company is one of them, you want to make sure that staff is adequately explaining to individuals what they are signing, instead of just saying, “alright, I need 3 signatures on the pad.”

Patients should never have to ask what they just signed. Additionally, they should be offered a physical copy of any HIPAA-related forms they sign electronically, especially the first time they are asked to sign it. (Of course, when using physical forms, you likewise want to make sure patients clearly comprehend what they are filling out.)

It’s important to have a legal HIPAA release form on file for patients to list physicians, family members, or other individuals they permit their information to be released to. Make sure they understand what this release form entails in terms of what information can be released, how it can be released, and to whom it can be released.

For example, you want patients to understand that by listing their doctors, you are able to send these physicians relevant records, or that by listing their spouse, you can speak with them on the phone about your patient’s test results, etc. If possible, it’s good to specify on the form itself how information can be released.

If patients don’t fully understand the role of a HIPAA release form they fill out, they may inadvertently give permission for you to release their information to someone they actually wouldn’t want to access it.

3.) Make sure staff is fully educated on HIPAA policies, and provide ongoing training and reminders.

Employees won’t follow HIPAA guidelines if they don’t thoroughly understand them and take them seriously. In order to properly train your staff, you will first need to make sure you completely understand how HIPAA laws affect your unique healthcare practice. It is also paramount to understand how HIPAA laws affect the types of technology solutions your organization uses, such as chat software. A personalized assessment with HIPAA-compliant chat specialists will help you better evaluate your HIPAA-compliance needs when it comes to messaging solutions.

By providing additional training to your employees from time to time, you can keep them updated on any changes to the HIPAA Privacy Rule that affect your company as well as remind employees of proper procedures. Companies also have the option to enroll employees in HIPAA training programs facilitated by third-party training services.

You’ll also want to make sure staff is doing their part to keep physical and electronic records secure and that they promote a work environment that protects patient information.

By staying informed, by educating your staff and patients, and by taking proper precautions, you can succeed in keeping your medical business HIPAA-compliant.

Release Notes February 15th: Zendesk ticket creation on behalf of agent, File uploads for Salesforce integration, map who ended the chat, Ban button fix

Hello SnapEngagers,

there’s a lot going on these days here in SnapEngage, here’s some of what our dev team has been working on the last weeks:

Updates:

  • The Zendesk integration will from now on create tickets on behalf of the agent who had the chat instead of the administrator, if the agent mapping is enabled.
  • The Salesforce integration is now receiving files uploaded through SnapEngage directly attached to the ticket.
  • We have added an option to map how the chat ended in the Integrations -> Custom Mappings section. (the values can be: agent, visitor, timed_out,  no_agents_found).
  • HIPAA Update: We have deactivated the ‘Channels’ tab to connect Facebook or SMS on HIPAA enabled accounts to guarantee compliance with this framework.

Resolved Issues:

  • Fixed an issue causing the ban button not to work anymore. Here the ban cookie was not called anymore while the \banip command to ban the IP address was still functional.
  • Fixed an issue with Proactive chats causing certain integration mappings not to work.
  • Fixed an issue with adding drop-down selectors to the Design Studio

10 Data Security Tips for Chat Agents

Security is critical for live chat agents

Note: This article is for informational purposes only and provides general recommendations. Please consult with your organization’s Information Security Officer to ensure that your chat program meets organization-specific security protocols.

Live chat support has officially swept the business world as an essential tool for B2B and B2C segments. More than just a passing trend, companies keen on increasing conversion rates, driving KPIs, and reducing cost-per-interaction have incorporated chat into their overarching customer engagement strategies.

Live chat is one of the most convenient, easy to use customer service channels and many online consumers now prefer using chat instead of email or phone. However, no matter how great live chat service is, like any online customer support channel, certain security procedures must be followed by every chat agent to keep customers, companies, and team members safe.

1) Keep Multi-Chats Separate

The most efficient way to offer live chat support is to have multiple chat windows open at once, dealing with two to five customers at a time depending on your multi-tasking ability and the difficulty of their problems. However, when you’re communicating with several people concurrently, it’s vital that you keep their information separate as well. Never type or copy-paste a customer’s data or a revealingly detailed response into the wrong chat box.

2) Ensure that Your Chat Software is Secure

The next step to live chat security is to know exactly how secure your chat channels are. The ideal chat channel is encrypted from both ends, is secured against intrusion and vulnerabilities, and follows other in-depth security best practices. It’s of the utmost importance to ensure that your chat solution adheres to standard security protocols by using double-layer SSL encryption (communications between web client and server are encrypted in transit and at rest), network security controls, secure authentication, reputable hosting services, and more.

3) Never Send Private Information Over an Insecure Channel

Personal/private information could put your company or client at risk if you’re not careful about how you transmit it. Ensure your organization chooses a solution that offers features such as HIPAA compliance, PCI compliance, secure data transfer, and more.

Private Information Includes

  • Payment card and account numbers
  • Payment card expiration date and security code
  • Passwords and security question answers
  • Customer home address and phone numbers
  • Security Codes (that don’t expire)
  • Social security numbers
  • Personal information like health records

4) Report Abuse Immediately

Almost no customer is perfect but, as every customer service agent knows, some situations prove to be quite difficult. If a customer yells at you, threatens you, or makes inappropriate comments during your chat, report the abuse to your supervisor immediately and make sure the chat log saves even if you don’t normally save chat logs. This is for your own protection more than cyber-security but is still very important. Reporting abuse quickly and keeping evidence can protect you from future abuse and potential lawsuits.

5) Watch Out for Scammers

Another form of chat abuse involves scammers. This might be a hacker pretending to be a preexisting client, hoping to get some unauthorized information for fraud or con-artistry later or it could be a real client trying to scam the company out of a refund, free items, or discounts. Always keep an eye out for suspicious behavior and facts that don’t line up. Once again, report immediately.

6) Never Open an Un-Scanned File

Some chat programs will allow files to be sent by the customer or customers might try to send you emails with attachments containing private information. While this can be completely legitimate, opening unscanned files from unconfirmed sources is the fastest way to infect a company with malware known to the hacking community. Hackers love chat support, so don’t get phished or scammed. Scan all documents before opening or use a safe virtual document sharing platform.

7) Don’t Give Out Personal Contact Information

No matter how much you’ve enjoyed chatting with a customer (or how sorry you are for making a mistake), never ever give out your personal contact information. With permission from your supervisor, you might share your work email to keep in touch on a long-term solution for a customer, but your private email, address, full name, and so on should never be shared.

8) If You Keep Chat Logs, Encrypt Them

Chat logs are incredibly useful both for customer service research and improvement and for maintaining a continuous relationship with existing customers. However, your chat logs can also contain sensitive information and identifying data that could be used against either you or the customers involved. If you save chat logs and have any control over the storage method, make sure they’re encrypted so that if your company is malware-breached, they won’t be able to read anything.

9) Be Very Careful About Screen Sharing

Screen sharing is by far one of the most effective ways to figure out what’s going on with a customer’s system or to show a visually-inclined customer how to perform a sequence of desktop troubleshooting steps. However, if sharing your screen, make sure the customer doesn’t see the content of your other chats, sensitive customer information on your CRM, or anything else that might reveal information that doesn’t relate to them.

10) Always Lock the Screen When You Leave Your Workstation

On a final note, your access to the live chat platform and any pending conversations with customers are private and your responsibility to protect. If you need to get up from your workstation either to go on break or ask a coworker across the office for assistance, always lock your screen or log out completely. This way, no unauthorized coworkers (or visitors in the office) can access your interface, read private information, or hold conversations with customers in your name.

Live chat may seem super casual and is an incredibly convenient way to connect customers with company support, but there are very real security concerns involved. Protect your customer’s data from hackers, your company network from malware, and your own job security by following these ten chat security guidelines.

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Release Notes January 22: Minimized Chat Improvements, HIPAA security update, Legacy Gtalk / Skype agent cleanup

Here are some updates of what our dev team has been working on in the last weeks:

Updates:

  • We have improved the minimized chat notification to keep the message preview visible when the visitor browses to new page or refreshes the page.
  • Accounts that have a BAA with SnapEngage for HIPAA compliance will no longer have access to the  ‘Channels’ tab messenger integrations. This restriction is required as Facebook, SMS or WeChat are not compliant with the HIPAA framework.
  • We have cleaned up the widgets where legacy agent accounts were still set up with a Gtalk or Skype ID, since these systems have not been supported for a while now. Former Gtalk accounts can be easily converted to Chat Portal agent accounts by just saving in the Chat Agents tab once.

Resolved Issues:

  • Fixed an issue in the Chat Agents tab where existing agents could not be added to new widgets.
  • Fixed an issue in the Integrations tab where new custom mappings were not saving in the Hubspot integration.
  • Fixed an issue where the minimized view of the chat looked very small on non-responsive websites.
  • Fixed an issue with the Salesforce configuration workflow, where the system tried could have tried to re-use an expired token when re-using the configuration of another widget.

HIPAA Series: Learn the Basics of HIPAA

HIPAA Series: Learn the Basics of HIPAA

How Technology Affects HIPAA Regulations

With the advent of the internet, privacy concerns about confidential information are front and center. No one wants his or her private information spread across the internet, especially when it comes to health information. This is one reason why HIPAA laws were enacted and why their policies are so important to businesses. People want to know their information is secure when dealing with any institution. Furthermore, businesses who don’t follow HIPAA regulations are subject to hefty fines. Exchanging information over the internet is a common way that companies conduct business. Whether it’s healthcare providers or insurance companies, protecting your communications with clients is a top priority. Companies that are HIPAA compliant and use HIPAA compliant software will ensure their customers’ privacy and rights.

What exactly is HIPAA?

HIPAA stands for the Health Insurance Portability and Accountability Act. It contains a series of laws that were passed in 1996 that outlines how companies must transfer healthcare information. It also states that health care coverage should follow a person when they change from one job to a new job. The HIPAA laws did not occur all at once; new additions were implemented over several years. The initial law was enacted in 1996. Within the HIPAA statute, there are five titles. However, for the purposes of this introductory article, we will only be mentioning the first two and focusing primarily on Title II.

Title I

This section is entitled “Health Care Access, Portability, and Renewability.” This part of the law enables insured members to carry their health coverage when leaving one job and going to another. It also provides specific laws concerning pre-existing conditions.

Title II

This section is entitled “Preventing Health Care Fraud and Abuse” and it includes the privacy and protection laws for patients. Title II is also sometimes referred to as “HIPAA Administrative Simplification” and it consists of five separate laws that were enacted at different times. These laws include the Privacy Rule, Transactions and Code Sets Rule, Security Rule, Unique Identifiers or National Provider Rule, and the Enforcement Rule. To understand the implications and necessity of HIPAA for organizations within the healthcare vertical, let’s take a brief look at its history.

History of HIPAA

In 1996 the Health Insurance Portability and Accountability Act was enacted, however several additions were made to the law in the following 20 years. Besides making health insurance more portable (meaning employees could take health insurance with them to their next job), the other main goal of this law was to simplify the “administration of health insurance.” The latter portion is where the additional privacy and security laws came into play. The procedures enacted to simplify the administration of health insurance helped lead to the computerization of medical records. Before this time, patient records were in paper format, which means they stayed contained in one location.

Whereas once patient health records were transferred to electronic form, they could be potentially spread across the world and accessible to virtually anyone if protective measures were not put in place. It was obvious that additional laws were needed to ensure patient privacy and security. In 2003, the HIPAA Privacy Rule was signed into law. The set of rules established under this law affected healthcare providers, health insurance companies, health clearinghouses, and health billing departments. The Privacy Rule ensures patients have certain rights as it pertains to their healthcare information. These rights involve who is allowed to access or view their healthcare records. Healthcare professionals must put guidelines in place in order to ensure they adhere to the rule. Guidelines may include:

  • Developing internal privacy methods to make sure the patient’s information is safe.
  • Training employees on how to use the methods and educating them about what the rules are.
  • Providing patients with their privacy information rights.
  • Securing patient records containing health information.

In 2005 the HIPAA Security Rule was enacted. The security rule is similar to the privacy rule in that it keeps the patient’s information safe from those who should not have it. The security rule is a set of standards that ensures a patient’s information is protected electronically. Institutions must take measures to ensure the electronic security of the records they handle. Some of the technical safeguards that companies use to ensure they are abiding by the HIPAA Security Rule include:

Why is HIPAA so important?

For institutions, HIPAA compliance is critical because violations can be costly and severely problematic for your company. The fines can range in the thousands of dollars and some people even face imprisonment if they willfully disregard the law. People who discover their privacy was violated may file a formal complaint, which is then investigated. In addition, the Office of Civil Rights conducts comprehensive audits. Here is a look at the HIPAA violations chart from least offensive to most offensive:

  • The person did not know they were in violation of HIPAA.
  • The person did not willfully violate HIPAA.
  • The person willfully neglected the HIPAA rules but did make corrections in time.
  • The person willfully neglected the HIPAA rules and did not correct it.

The fines range from $100 to $50,000 for each violation. As more and more records become electronic, institutions that work with these records will need to develop a system that protects the sensitive digital information. According to the HIPAA violation’s chart, ignorance is not an acceptable excuse. The fine may be smaller, but it’s still counted as a violation and fined accordingly. Keeping patient information safe remains a top priority for all businesses handling healthcare records and other sensitive PHI (protected health information).

Many providers prefer to use messaging services as a tool for patient engagement and to relay information. Using a messaging service with live chat availability is convenient, yet it’s paramount to ensure the chat software is HIPAA compliant. SnapEngage proudly offers a HIPAA compliant messaging solution that makes live chat secure for healthcare organizations and other businesses that handle PHI. Our secure messaging service will keep your organization HIPAA compliant while you boost your patient communication efforts. For more information about incorporating SnapEngage HIPAA solutions into your growth strategy and to receive a personalized assessment, please contact us.

Release Notes January 8: Additional status check on button click, Microsoft Dynamics Lookup Data Field Support, Bugfixes

Hi SnapEngagers,

welcome to 2018! Here’s what our dev team has been working on between the years:

Improvements:

  • There is now an additional status check when the website visitor clicks on the online/offline button on the page to open SnapEngage. This will alleviate issues where unexpected offline cases were created.
  • We now support the “Lookup” data type for MS Dynamics integration custom data mapping. The types of lookup fields we support are:
    • Account
    • Contact
    • Customer
  • Added an option to the MS Dynamics Integration that allows the chat agent overriding JavaScript Variables under Custom Mappings with Operator Variables
  • We added the ability to hit enter on the keyboard to search the intelligent pre-chat.

Resolved Issues:

  • Fixed an issue where the name/alias was cutoff from the chat box for the visitor on FireFox and IE10
  • Fixed a problem where the embedded Dashboard was not working in the Chat Portal.
  • Fixed an issue where the SnapEngage.sendTextToChat() API showed as visitor comment instead of agent comment to the visitor.
  • Fixed an issue for when the visitor is being redirected by the agent to another page, the message they have already written persists in the message input area.
  • Fixed an issue where the Analytics Widget Selection Filter did not allow proper scrolling to the bottom.
  • Fixed an ‘overriding’ warning where there was no ability to save Hubspot integration if different widgets use same integration.

Lessons for Effectively Negotiating Online Sales Interactions

Lessons for Effectively Negotiating Online Sales Interactions

The success of sales departments relies in part on chat agents’ ability to connect with website visitors

 

Did you know 53% of customers say they would rather use online chatting before actually calling a company? Furthermore, 62% of customers expect chat functions to be available when they contact a company from their smartphone. According to research, chat leads the way for people to communicate with companies online, that is when compared to email and social media contact with businesses. It’s no wonder the chat agent’s role is becoming more relevant and more critical than ever.

Businesses now realize that in many cases, the success of their sales department depends on the chat agent’s ability to connect with customers. The chat agent must successfully negotiate customer transactions in order to make sure the business excels. How the agent conducts the chat session may determine several things such as:

  • Does the person go on to make a purchase or not?
  • Does the person disconnect satisfied or discontent?
  • If the person was a current customer, did they get their issue resolved?
  • If the person was a current customer, will they refer new people based on their experiences?

If the chat session becomes negative, the website visitor may disconnect and seek out a competitor’s product and/or services. In addition, they may take their business associates and personal contacts with them. Current clients could become frustrated and take others with them, too.

A chat agent’s position may encompass many roles, including:


Assisting the customer
This could be anything from answering simple questions about a product to helping a current customer understand how to operate a product.

Solve problems: This usually involves current customers who have a problem with some product or service. Maybe the main office is closed and they want some immediate answers or feel more comfortable contacting via chat first. Either way, problem-solving requires a different type of skill set.

Connect with the customerAlong the way, chat agents must connect with the customer in some way or another. Some customers want to connect more than others. The agent who makes the connection personable will stand out in the customer’s mind.

Make a new sale or maintain an existing customerThis may be the most important aspect of the job. Closing the deal and turning the lead into a sale is a skill that requires a careful reading of the person with whom you’re communicating.

A chat agent’s role may evolve from assisting a prospect to closing a sale, that’s why every aspect of their job is so important. Connecting with the customer in an emotional sense will yield a more positive outcome. For one thing, the visitor took the first step in contacting your business so you have an interested lead coming directly to you. Secondly, we know emotional connections are relevant to business. According to Harvard Business Review, humans have the ability to bond with businesses emotionally. Businesses can use this human psychology to their advantage.

So, how can chat agents ensure they are connecting with the people they communicate with every day?

Make sure the customer has an overall positive experience

Agents who communicate via chatting do not have the benefit of using their tone of voice to convey emotion. However, they also don’t have to worry about their tone being misinterpreted. If you chose your words properly, the person on the other end can have a positive experience. When communicating, phrase things positively. For example, instead of saying, “this product is not offered in yellow” say “the product is offered in red, blue, and green.” It may seem like a small change, but it switches the atmosphere to one that remains positive.

Provide the customer with a quick response
People are generally in a hurry and are short on time. If we thought life was rushed in the past, multiply that by at least 2 now. When people interact with a chat agent, they want it to go quickly. Sometimes agents need to look up information before they can respond appropriately. What should they do then? Give a response that simply lets the person know the problem is being addressed. This provides the person with a quick response and still allows the agent time to gather the information.

Take your time
While this may seem to contradict having a quick response, it doesn’t. You want to respond to their needs quickly, but never make them feel rushed. There’s nothing worse than a customer feeling like the agent needs to move on to something or someone else. The customer should be made to feel as if they are the only person with whom the agent has to deal.

Use the customer’s name for a personal touch
Address the person by their first name. This may seem like a given, but can be easy to forget. It provides a personal touch and makes the consumer feel important or recognized in some small way.

Offer additional suggestions or options
Sometimes people contact the business without concrete direction. They need more guidance as to what product or service is best for their need or situation. A good chat agent will notice this and offer suggestions when appropriate without being pushy. In addition, when customers have problems, agents can offer solutions or alternatives for resolving the problem. This type of customer service will go a long way for the business.

The role of a chat agent is fast-paced and filled with responsibility. With the right techniques, agents have the opportunity to make important connections on behalf of businesses and better serve their clients.

Eight Etiquette Tips for Live Chat Agents

Client interactions speak volumes about a business

Working live chat support, things can get deathly dull or incredibly hectic depending on the number of people who need help at any given moment. In these stop and go situations, it can be tempting to get a little casual, to make jokes across your desk to coworkers, and perhaps even become a little careless with customers (especially when the queue is packed).

However, whether you’re feeling overstressed or particularly playful, it’s important to remember the basic etiquette rules of chat support. While some of the rules stem from etiquette established by the early instant messenger crowd, what’s most important to remember is how to stay professional.

1) Respond Promptly

We know that chat agents often work more than one chat conversation at once, which can be hectic and very distracting until you get the hang of it. However, no matter how engaged you are with another client, do your best to never leave another chat client hanging. If one of your clients has made a comment or asked a question, do your best to give at least a preliminary answer promptly. This helps the customer not feel as though they’ve been forgotten or abandoned during any long pauses on your part. The quick response is especially important for your first chat message in order to prevent clients from feeling ignored. Instead, answer promptly and welcome them to the chat conversation, then get back to your other client interaction.

2) Introduce Yourself

To the customer, you’re not just an avatar in their chatbox. You’re a real human who will be able to assist them in real-time and that matters a lot, especially if the client is frustrated or confused. Make sure to introduce yourself in a friendly and personable manner. If you have a preferred nickname (i.e. “Will” instead of “William”), inviting the customer to call you by it can create the feeling of a more personal connection and make it easier for the customer to open up about their problems. State your name clearly and make it clear that you’ll be taking care of all the customer’s needs today. Make sure to ask the customer’s name if it is not already apparent, then address them by their name throughout the conversation to build a stronger rapport.

3) Avoid Hard “No”s

Sometimes a customer will need something that you can’t provide either because you don’t have the authority, you would need a different department, or sometimes because the request simply is not possible. Even if it’s the latter reason, do your best to find solutions and alternatives instead of always giving a hard “no”. Gently let the client know that you might not be able to help them with that particular task but would be happy to help them find another solution. Offer a few alternatives or to transfer them to someone who is more knowledgeable about their situation. This way, the customer is never let down by your support because you are continuing to try your best to help them.

On the flip side, don’t drag out a situation with a client if you and your team are certain that their specific request cannot be accommodated. In these situations, it’s best to communicate clearly to set proper expectations so that clients fully understand what is and is not possible.


4) Check In During Long Pauses
A long pause in chat can mean a lot of things. Worst-case scenario, the customer has been pulled away and the chat may disconnect while the best case scenario is that the customer is compiling many details about their troubles from which you can glean useful troubleshooting information. Either way, if you don’t have a visitor typing indicator UI element (such as the SnapEngage Sneak Peek feature), checking in to make sure everything is OK during a long pause is a great way to show that you’re keeping track of the customer and care about the outcome of your support conversation.


5) Don’t Use ‘Chatspeak’
This can be a big challenge for almost any chat agent used to informal language, especially those born after 1990. For some, chatspeak is effectively their native tongue and they’ve been speaking it since texting required thumbs on a real number keyboard. Have no doubt, some of your clients will absolutely ask for technical or customer support in chatspeak, but it’s best not to answer in kind. It may be tempting, fun, and convenient to chatspeak with your clients but it isn’t professional. Instead, carefully watch your spelling, grammar, and punctuation to maintain the professional appearance of your company.

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6) Stay Friendly, Even When the Customer Isn’t

Unfortunately, sometimes it’s tempting to match the client phrase for phrase in an entirely different way. Every now and then you will encounter a truly angry or mean customer who’s ready to fight anything and everything. This sour mood is often a result of technical issues, the reason they contacted you in the first place, yet it has overtaken their good sense to the point of name calling a humble chat agent. Try your best not to respond in kind no matter how rude a client becomes.

“Try not to respond in kind no matter how rude a customer becomes. The best way to either diffuse or endure […] difficult encounters is to stay perfectly polite and cheerful.”

The best way to either diffuse or endure these difficult encounters is to stay perfectly polite and cheerful. If it helps, take their bad mood as a dare that you can’t keep your composure, then win it. If the chat was really tough, reward yourself later on for keeping your cool. Don’t forget that your teammates are great allies in situations like this. Whether you need a colleague to step in and continue a difficult conversation or just need to vent about the woes of the day, it’s ok to lean on your team for support.

7) Know When to Call for Backup

It’s great to be able to handle absolutely every call, chat, and email ticket on your own, but in reality, you will find this dream to be unrealistic. Every now and then someone will need something you simply can’t provide. Whether they need help from a different department or their problem is beyond your ability to solve, there will come a time when you’ll need help from a manager, a technician, or even just a more experienced chat agent. When this happens, the best way to complete your interaction successfully is to stay positive and work closely with your colleagues to quickly find a resolution for the client. After all, that’s what the company support infrastructure is there for. Take notes about how your colleague assists the client and use these situations as learning opportunities for the next time around.

8) Thank the Customer

Always end conversations on a positive note. If they don’t log out immediately after you find a solution (clients often do this, they are a busy bunch!), remember to thank them for contacting you through live chat support and let the customer know that they’re welcome back if they ever need anything else. This is a warm way to close the encounter and will leave your customers feeling appreciated and welcomed.