HIPAA HOORAY!

THE HEALTH INSURANCE PORTABILITY AND ACCOUNTABILTY ACT…AND YOU!!

FUNDRAISERS!!

What’s Tightened

• Must provide “clear and conspicuous” opt-out in all fundraising communications

• I.e., if there’s an ask, has to be an opt-out

• Have to offer opt-out for all channels, not just “Direct Mail”

What’s Expanded

• Used to have with no permission:• Basic Demographic • Dates of Service• Health Insurance status

• Now, all above, PLUS:• Treating physician• Department of Service• General Disposition

NOW YOU CAN ASK:

HAS SO-AND-SO BEEN A PATIENT?• Research Team has limited, compliant view of

EPIC• EPIC goes back to 2010 (full records)• Researchers will document why they looked at

the EPIC record in Raiser’s Edge• Can’t look at every “Jane Smith”• Best to have child’s name

NOW YOU CAN ASK:

ARE MY PROSPECTS COMING IN SOON?• Sharepoint: RE, EPIC, Wealth Screening data• Seema & Travis use to plan visits• They and DB team have access• Updates daily and goes out 90 days in future• Will eventually go back to 2010• Includes info from all locations: Main, West,

Clinic

NOW SEEMA CAN ASK:

DID THAT TEST GET DONE?•Seema “full boat” EPIC access•Cannot look in EPIC at all w/out Authorization•Will always keep you in the loop•Must obey “minimum necessary” guidelines

NOW YOU CAN ASK:

WHO HAS BEEN TREATED BY TCCC?•Contact Shavon for patient lists•Consider parameters: e.g, no CHIP, not deceased•OK to have general area, just not specific diagnosis•Doc can’t pick through either

NOW WE HAVE TO:

Provide a way to opt-out on all solicitations

Current:If you need additional information please call 832-824-XXXX. To have your name removed from our lists, call the previous number or e-mail optout@texaschildrens.org.

NOW WE HAVE TO:

Provide a way to opt-out on all solicitations

Moving forward:

If you need additional information please call [either 1-800 or 832-824-XXXX]. To modify your communication preferences, or to have your name removed from our lists, call 1-800-xxx-xxxx or visit www.texaschildrens.org/preferences.

THE GOOD NEWS:

Channel Choices

• Type of channel• Amount of communications per channel

• Tracked by solicit code in RE• Front-line staff will be trained – more to come