Features of eFolder Anchor

SaaS or Private Cloud Deployments

Built for IT service providers, MSPs, and VARs

Profitable Partners:Selling File Sync to Medical Clients

September 10, 2015 Sponsored by:

Your Host

Ryan MorrisPrincipal ConsultantMorris Management Partners rmorris@morrismp.com @ryanmorris303

Please Welcome

Ted HulsyVP of MarketingeFolder @TedseFolder @eFolder

Dan EdwardsPresident and CEOPact One Solutions @PACT_ONE

Pact One Solutions

Founded in 2003

Started in Las Vegas area; offices now in California, Arizona, Utah, and Nevada

33 employees

Clients in legal, accounting, and medical verticals

• Health Insurance Portability and Accountability Act (1996)

• HIPAA protects any combination of a patient’s name (or other identifier) with information about medical diagnoses or treatment

• Can be written, verbal, or electronic

• On any device or in the cloud

• Businesses, including IT providers, that have access or store electronic Protected Health Information (ePHI) must comply with HIPAA

What is HIPAA?

$4.8M New York-Presbyterian Hospital and Columbia University Medical Center – leaked data

http://www.hhs.gov/news/press/2014pres/05/20140507b.html

$150,000 Resolution Agreement with Adult & Pediatric Dermatology, P.C. of Massachusetts – lost flash drivehttp://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/apderm-agreement.html

$1.5M Massachusetts provider settles HIPAA case – lost laptop

http://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/meei-agreement.html

$1.7M Alaska DHSS settles HIPAA security case – lost hard drivehttp://www.hhs.gov/ocr/privacy/hipaa/enforcement/examples/alaska-agreement.html

What is HIPAA?

Requisites for selling managed services to medical clients

What you have to do to comply with HIPAA:

•Learn HIPAA•Implement HIPAA-specific policies and procedures for your clients•Conduct a HIPAA Risk Analysis•Train your workforce•Sign BAA agreements with vendors and clients•Deploy services from vendors that are HIPAA-compliant, such as eFolder

Introducing eFolder Anchor

Features of eFolder Anchor

SaaS or Private Cloud Deployments

Built for IT service providers, MSPs, and VARs

Partner Testimonial: Selling File Sync to Medical Clients

Dentist with Multiple Locations

Before: Dentist using consumer-grade file sync to keep files in sync

Dentist with Multiple Locations

Before: Dentist using consumer-grade file sync to keep files in sync

After: Dentist securely syncing patient images between multiple offices and a central lab using Anchor

Central lab

Oral Surgery Practices

Before: Oral surgery practices using consumer-grade file sync and email to share ePHI with third parties

Oral Surgery Practices

Before: Oral surgery practices using consumer-grade file sync and email to share ePHI with third parties

After: Dentists and orthodontists provided with secure guest accounts for sharing x-rays with oral surgeons

Dental Consultant

Before: Sensitive patient data inconsistently synced across different devices

Dental Consultant

Before: Sensitive patient data inconsistently synced across different devices

After: Seamless & secure syncing across multiple devices and elimination of data siloes

How can partners get their foot in the door with medical clients?

What challenges have you had to overcome when selling to medical clients?

What recommendations do you have for partners when approaching medical clients?

Tips and Tricks

Choosing Products and Vendors

67%Pact-One’s gross

margin on eFolder Anchor

• Business-grade file sync

• Secure and easy sharing

• Backup and restore features

• Administrative features and integrations

• Military-grade encryption

Key Features of eFolder Anchor

Choosing Products and Vendors

Any business or vendor that accesses or stores electronic Protected Health Information (ePHI) is a Business Associate and must comply with the Health Insurance Portability and Accountability Act (HIPAA).

As a result…

•You must comply with HIPAA

•Your vendors must comply with HIPAA

•Your vendors must sign a Business Associate (BA) Agreement

•Your should trust your vendors to deliver secure and reliable services

Choosing Products and Vendors

Pricing for profits

Flexibility and support• Month-to-month payments, no long-term

contract• Support and maintenance• Dedicated account manager• Sales, marketing and technical training

Free trial

• Free 21 day trial of eFolder Anchor• Visit anchorworks.com/download• Choose between SaaS or Private Cloud

Ask the Experts

Ted HulsyVP of MarketingeFolder @TedseFolder @eFolder

Dan EdwardsPresident and CEOPact One Solutions

Thank You!September 10, 2015

Sponsored by: