TWEETING, FACEBOOK FRIENDING & BLOGGING: HOW TO DEAL WITH THE SOCIAL MEDIA REVOLUTION? Ann T. Hollenbeck, Esq. Honigman, Miller Schwartz and Cohn, LLP 660 Woodward Ave. 2290 First National Building Detroit, MI 48226-3506 (313) 465-7680 ahollenbeck@honigman.com American Health Lawyers Association Legal Issues Affecting Medical Centers and Other Institutions January 27, 2012 Ann N. James, Esq. Stanford University Bldg. 170 3FL Stanford, CA 94025-2038 (650) 736-1554 anjames@stanford.edu 1 OVERVIEW The Explosion of Social Media Generally and in Health Care in Particular Tweeting, Posting and Friending… Legal Implications for Health Care Providers Employment Law Considerations Making Social Media Work for Your Organization 2 1 What is Social Media/ Social Networking? The Explosion of Social Media Allows anyone to create and share information, ideas and experiences through the Web, in the form of a conversation, often unfiltered. Ease and rapidity of use, low cost, transparency and extremely broad access is both a benefit and a burden. Enables companies of any size to engage customers economically, efficiently and effectively. 3 What is Social Media/ Social Networking? Recent Examples of the Impact of Social Media Firing of Gilbert Gottfried for Twitter Posting The protests in Egypt The Chrysler piece featuring Detroit and Eminem during the Superbowl Gabby Giffords tragedy Delta Assist Twitter account; Bio: “We’re listening round the clock, 7 days a week. We try to answer all tweets but if you require a response please visit www.delta.com/talktous or call 800-221-1212”. 4 2 What is Social Media/ Social Networking? Recent Examples of the Impact of Social Media THE ROYAL WEDDING • • • • • Official Royal Wedding website (www.officialroyalwedding2011.org) British Monarchy Flickr account (www.flickr.com/photos/britishmonarchy) Twitter (@ClarenceHouse) (for sending the couple a message: hashtag#rw2011) Royal Channel on YouTube (www.youtube.com/the royal channel) British Monarchy Facebook page (www.facebook.com/TheBritishMonarchy) 5 What is Social Media/ Social Networking? Examples of Information sharing sites and their usage • • • • • • Facebook (more than 800 million active users) (700 billion minutes per month) You Tube (About 3 billion views per day) (48 hours of video uploaded per minute) Twitter (200 million registered users and about 200 million tweets per day) LinkedIn (Over 135 million members in 200 countries and territories) Four Square: Site tracks location of friends who “check in” to report the places they frequent. Frequent users earn points and badges and various venues can claim their listing, which lets them manage it Others: MySpace; Friendster; Wikis; Flickr; Podcasts; Blogs 6 3 Social Media/Social Networking: Health Care Statistics As of October 9, 2011, at least 1,229 Hospitals have social media accounts • • • • • • 575 have YouTube accounts 814 have Twitter accounts 1068 have Facebook accounts 566 have LinkedIn accounts 946 have Four Square accounts 149 have blogs In Michigan, of 60 Hospitals reporting, at least: • • • • • • 31 have YouTube accounts 35 have Twitter accounts 48 have Facebook accounts 20 have LinkedIn accounts 49 have Four Square accounts 4 have Blog accounts 7 Social Media & Social Networking: Applications In Health Care The question today isn’t whether your organization will engage in social media; the question is when, to what extent and for what purposes: • • • • • • • • To engage health care stakeholders To market and brand services and help interested patients locate you To manage public relations To engage in crisis management/ communications To perform professional training and recruitment To solicit research subjects To divert valuable resources to focus on the manner in which people are increasingly spending their time and making their health care decisions To determine what patients say about you or your competitors 8 4 Social Media & Social Networking: Applications In Health Care Social Network sites continue to grow • • People with chronic conditions share stories and seek emotional support and clinical knowledge through online communities (e.g.,PatientsLikeMe.com; Inspire.com; MedHelp.org; CureTogether.com; DailyStrength.org) Doctors or other health care providers meet online to share information about challenging cases and solutions that work (e.g., Sermo.com; doc2doc.bmj.com; Within3.com;RNChat (twitter)). 9 Social Media & Social Networking: Applications In Health Care Social Network sites continue to grow • • Researchers come together with patients to learn about side effects in real-time to improve therapeutic regimens, to recruit subjects or to post information regarding clinical research (e.g., “ALS-lithium experiment” and PatientsLikeMe.com) Collaborative planning site for public health emergency (e.g., HHS’s YouTube and iTunes “Mommycast”; CDC’s @CDCEmergency (twitter); Fluwikie.com; American Red Cross) 10 5 Social Media & Social Networking: Examples Clinical Applications • St. Luke’s Hospital in Cedar Rapids also tweeted about a patient’s hysterectomy and uterine prolapse surgery for educational purposes and to keep patient’s family informed. • Raritan Bay Medical Center performed knee surgery while a high school student watched and tweeted about the procedure to fellow high school medical club students. • Aurora Health Care (St. Luke’s Medical Center) in Milwaukee tweeted about a temporal lobectomy. Followers saw messages from the doctors and patient as well as photos of the surgery. 11 Social Media & Social Networking: Examples Clinical Applications - Others • Ohio State University Medical Center tweeted about a minimally invasive knee replacement procedure (MAKOplasty) and broadcasted a live video feed of the surgery. Purpose was to publicize the availability of its MAKOplasty procedure to patients and referring physicians and to educate OSU Medical Students. • Rex Hospital in North Carolina tweeted about a hysterectomy using two smart phones; photos of the procedure were also provided. 12 6 Social Media & Social Networking: Examples Mayo Clinic is a clear leader in social media use • Facebook, YouTube and Twitter o • • Established Mayo Clinic for Social Media and hosting first major event next month for those interested in social media applications in health care SharingMayoClinic o • Enables Mayo representatives to socialize with customers, potential customers and professional experts to answer questions, post testimonials, upload professional and informative videos, and discuss relevant topics. Utilizes recordings such as a video to highlight the healing power of music, or a video featuring a patient undergoing her last round of chemo for breast cancer. Social Media Policies o o o Employees Participation Guidelines Comment Policy 13 Social Media & Social Networking: Examples Hospital Executive “blogging” • Paul Levy’s – “Running A Hospital” blog o o o Former CEO of Beth Israel Deaconess Medical Center (“BIDMC”) in Boston. Used social media (blogging) as a management tool. One of the earliest Hospital CEOs to write his own blog. Believes social media is useful in managing hospital public relations. Builds trust and credibility with health care stakeholders (e.g., patients and consumers). o o • Humanized the hospital through the blog. Addressed end of life matters and advocated transparency of clinical outcomes through the blog. Paul Levy’s – “Not Running a Hospital” blog o Post-CEO role - continues to blog about patient care issues and transparency of clinical outcomes. 14 7 Social Media & Social Networking: Crisis Communications Hospitals and healthcare providers can utilize social media networks to provide real-time updates to the general public and those directly affected by a crisis. Mark Kelly tweeting real time updates on Gabby Gifford’s condition and progress. Fort Hood shootings • Scott & White Healthcare used Twitter to provide up-to-theminute news. Hospital provided updates on emergency room access and hospital operation status, re-tweeted news from Red Cross and communicated with news organizations. 15 Social Media Legal Issues/Challenges: HIPAA, Privacy & Confidentiality May expose professionals/organizations to liability under state laws for violation of privacy. Health Insurance Portability and Accountability Act (HIPAA) as modified by the HITECH Act: • • Governs the permitted use and disclosure of protected health information (PHI) by covered entities (including hospitals, physicians and other health care providers). Amended by HITECH Act to provide breach notification requirements, expand various requirements to business associates and generally strengthen various privacy and security requirements regarding PHI. 16 8 Social Media Legal Issues/Challenges: HIPAA, Privacy & Confidentiality Civil and criminal penalties for violation vary based on nature of violation and resultant harm. • Civil fines can range from $100 per violation to an annual maximum of $1.5 million, depending on the violation. • Criminal penalties may include monetary fines and imprisonment (prison terms can range from one year to ten years). 17 Social Media Legal Issues/Challenges: HIPAA, Privacy & Confidentiality Use of Social Media/Social Networking may pose risks under HIPAA & HITECH for health care professionals or organizations that share PHI. • • • • • The issues raised are not new but they are arising in a different medium. Physician with Facebook account and profile showing that he is an ER doctor at XYZ hospital unilaterally posts an x-ray of a patient he saw with a screwdriver embedded in his hand. Tweeting information during surgery beyond what was authorized by the patient. HIPAA requirements can restrict ability to respond to disgruntled patients who post negative comments but consider whether a negative or inaccurate comment creates an opportunity to solve a problem or correct misinformation without disclosing PHI. Blogging by medical students, residents and trainees may disclose PHI unless carefully monitored 18 9 Social Media Legal Issues/Challenges: HIPAA, Privacy & Confidentiality University Medical Center employee “resigned” in December 2009 following hospital determination that a tweet she sent to Mississippi Governor Haley Barbour violated HIPAA. • • Governor’s tweet: “Glad the Legislature recognizes our dire fiscal situation. Look forward to hearing their ideas on how to trim expenses.” After learning that the governor previously had a check up at the hospital clinic during off hours with specially arranged staffing, the employee tweeted a response: “Schedule regular medical exams like everyone else instead of paying UMC employees overtime to do it when clinics are usually closed.” 19 Conflicts between Electronic Activity and Employment Obligations Entrepreneurial web sites are offering “second opinions” through web-based interactions • National in scope • Licensure and jurisdictional issues • Violation of commitment for exclusive practice of medicine by faculty, employed physicians • But, can you effectively “just say no”? 20 10 Social Media Legal Issues/Challenges: Litigation Information sharing through social networking may lead to or impact the course of litigation. • • • • Plaintiff may review a surgeon’s tweets during surgery for a potential malpractice claim. Unanticipated result during surgery being tweeted may be treated as an admission against interest against a physician or hospital. On-line communications during surgery or otherwise may become discoverable during litigation and are subject to e-discovery rules. Defense counsel may discredit Plaintiff’s allegations by the Plaintiff’s posts on social media sites. 21 Social Media Legal Issues/Challenges: Litigation • • • • Online communications can give rise to potential libel and defamation claims and may shift leverage or force less desirable settlements. Married ER resident and nurse in PhD program recently each contributed to a personal blog detailing the labor and delivery of their first child including several scathing criticisms of the very hospital and staff at which they are being trained. Civil or criminal liability also can arise under the U.S. Copyright Act for posting third party content information subject to copyright protection. Digital Millennium Copyright Act requires internet service providers to remove infringing content upon notice from copyright owner. 22 11 Social Media Legal Issues/Challenges: Ethics Other potential liability to patients: • • • • Health care reform embraces telemedicine (which often collides with state licensure requirements) and electronic health records and online communications are becoming part of the doctor patient relationship. It is important to define the boundaries between personal and professional communications between physicians and “friends” on Facebook, as well as personal/work e-mail. Record of electronic communications may support existence of physician-patient relationship and create exposure to claims of medical malpractice or patient abandonment. Potential licensure implications if doctor “practices medicine” via online communications with patients in other states. 23 Social Media Legal Issues/Challenges: Ethics • • • Enabling communication may support patient expectation that professionals are constantly monitoring their health information online. Failure to check website regarding a patient’s medical history and medication allergies may give rise to a malpractice claim. Does scope of coverage under medical malpractice insurance policy include social media interactions? Under what circumstances? Other Legal/Ethical Considerations: • • What duty does a nurse or physician have who is “friends” with a colleague on Facebook and learns from a post the colleague has a massive hangover on the morning he is scheduled to perform open heart surgery? How does that post impact your brand and reputation? 24 12 Social Media Legal Issues/Challenges: Marketing Compliance with Federal Trade Commission (FTC) rules regarding endorsements and testimonials in advertising. • • • Requires disclosure of “material connections” for product/service endorsements. Applies to endorsements made using “new media” (e.g. blogs, and social networking sites). Liability against organizations whose employees comment on company products or services without disclosing employment relationship with the endorsed organization. 25 Social Media Legal Issues/Challenges: Marketing Other Potential Exposure for Tax Exempt Organizations • 501(c)(3) organizations cannot support candidates in political campaigns or engage in certain other philanthropy. • Employees must understand scope of permitted and prohibited activities. 26 13 Recent Statistics According to recent studies: • 25% of US companies investigated exposure of confidential/proprietary information via blogs/message boards – o o 24% disciplined an employee for violation of blog policy within the last 12 month. 11% terminated employee for violation. 27 Recent Statistics 20% of US companies investigated exposure of confidential/proprietary information via social networks – • 20% disciplined employee for violation of social network policy within last 12 months. • 7% terminated employee for violation. 28 14 Recent Statistics 18% of US companies investigated exposure of confidential/proprietary information via video/audio sharing services – • • • 21% disciplined employee for violation of media sharing/posting policy within last 12 months. 9% terminated employee for violation. These statistics demonstrate that the use of social media is clearly creating issues for employers, including but certainly not limited to, exposure of confidential/proprietary information on the world wide web. 29 Can You Discipline Employees For Engaging in Social Media? Maybe. But be careful. If in doubt, seek counsel. What should you consider first? • Title VII and Anti-Discrimination Laws • First Amendment Rights 30 15 Title VII and Anti-Discrimination Laws Title VII could protect employees disciplined for online activity if that activity reveals a protected characteristic. • e.g. blog about religion or racial issues. • Or if discipline is applied differently based on different protected class. 31 Title VII and Anti-Discrimination Delta “Queen of the Sky” case. • • • Good case regarding application of policies without regard to protected class. In this case a flight attendant for Delta started a blog entitled “Diary of a Flight Attendant” at www.queenofsky.net. She posted photographs of herself in suggestive poses wearing her Delta uniform. She was discharged for posting inappropriate photos while wearing her Delta uniform. 32 16 “Queen of the Sky” case Flight attendant sued alleging claims under Title VII for gender discrimination among others. She claimed that male employees who posted pictures of themselves on web sites while wearing Delta pilot, flight attendant and mechanic uniforms were not discharged. Although this case never went to trial, it demonstrates the issue – policies must be applied consistently. 33 Employment Decisions Employers more and more are using the internet to learn more about potential job candidates. Why is this a problem? Because you may have to prove that what you learned did not influence your decision and violate Title VII and other state law protections. Job applicants often have information posted on Facebook and other similar sites that is off limits for making employment decisions such as religion, marital status, pregnancy, age, etc. 34 17 Gaskell v. Univ. of Ky. In this case, the University was seeking candidates for the director of the University observatory. The search committee was considering seven candidates but had sent e-mails stating that Gaskell was the leading candidate – stating that he is “clearly the most experienced.” However, during the search process, one of the committee members researched Dr. Gaskell on the Internet and found an article and notes from a lecture – both on “Modern Astronomy, the Bible and Creation.” In his complaint, Dr. Gaskell stated that he was asked about his religious beliefs and it was stated that his religious beliefs and his “expression of them would be a matter of concern.” The search committee recommended someone else for the position. 35 Gaskell v. Univ. of Ky. This case just recently settled for $125,000 and demonstrates the care that must be taken in searching the internet and social media sites when considering a job applicant. Although it may provide helpful information, it may also provide protected characteristics of the applicant that you’re better off not knowing. Only allow someone who will not be involved in any way in making the hiring decision to consult social media sites and then ensure only relevant information is relayed to decision makers. Also don’t view social media profiles without authorization. Employees should never ask a third party to give access to someone else’s site or misrepresent their identity to get access to someone’s site. (Pietrylo v. Hillstone Restaurant Group) 36 18 First Amendment Rights You’ve heard people say, “I can say whatever I want. After all this is America. I can write whatever I’m thinking on my Facebook (myspace, etc.), my employer can’t stop me from exercising my first amendment rights.” Right? 37 First Amendment Rights Many who have personal websites or engage in blogging believe they are protected in what they say by the First Amendment. However, generally, the First Amendment offers no protection from termination by private employers. 38 19 First Amendment Rights With public employees, the First Amendment provides some protection. But even here, the protection is limited to employee’s comments regarding matters of public concern or importance. • The more the employee’s comments focus on matters of personal concern, the less such constitutional protection may apply. 39 Social Media Guidelines & Recommendations In addition to determining your social media goals, message and strategies, it is important to establish clear policies, covering both internal and external communications. 40 20 Social Media Guidelines & Recommendations Be proactive in planning and addressing social media/social networking. • • • • To what extent does your organization wish to engage in social media and for what purposes? How does your organization want to regulate the use of social media by its employees and staff for work purposes? How will such concerns as stalking and harassing others on such a site be addressed? To what extent can an organization regulate social media used by employees and staff inside and outside the work environment? Develop a social media policy that aligns with your culture, current policies and that complies with Federal and State laws. 41 Social Media Guidelines & Recommendations HIPAA and Privacy • • • • Policies should focus on protecting PHI and maintaining patient privacy. Existing policies may need to be modified to encompass social media use (e.g., obtaining consent for online communications) and disclosure of PHI. Obtain patients’ informed consent in writing before sharing any PHI beyond uses otherwise allowed by HIPAA. Make sure informed consent form covers all contemplated uses. Consider obtaining a separate informed consent for certain social media uses (e.g., tweeting from the Operating Room). Include the use or disclosure of PHI via social media as part of your Notice of Privacy Practices. Where consent is required and not obtained, any information shared must be generic enough or de-identified so that patients are not identified online. 42 21 Social Media Guidelines & Recommendations Professional Liability • • • Policies should remind employees and staff that online communications are not private and may be discoverable in litigation. Policies should clearly define the parameters of the relationships between healthcare professionals and other social media users. Professionals should be aware of the pros and cons of making patients their Facebook “friends”. o o o Distinguish between personal/social relationships versus doctor/patient relationships. Be aware of risks of “practicing medicine online”. It is generally unwise to establish doctor/patient relationships online; however, with proper consents and disclaimers, it may work well with patients with whom an existing doctor/patient relationship exists. 43 Social Media Guidelines & Recommendations • • • • Professionals should monitor their social media/ networking sites regularly. Consider adding broad disclaimers such as a statement that your organization does not give medical advice via your website or social media sites and that users seeking specific medical advice should contact a physician or contact 911 in the event of an emergency. American Medical Association’s Social Media Policy urges use of privacy settings, self monitoring of postings to ensure accuracy and appropriateness, appropriate patient/physician relationship boundaries, protection of privacy and confidentiality, separate personal and professional content, recognition of potential for negative impact of certain content on reputations and careers. Medical professionals may encounter boundary issues with social media interaction with patients and the limits on care and communication should be established by policy. 44 22 Social Media Guidelines & Recommendations Marketing • Employees advocating for a particular product, procedure or service must identify their relationships to the health care organizations for which they are marketing. • Employees must post accurate, factual comments. 45 Social Media Guidelines & Recommendations Policies should incorporate “User Agreements” for employees, patients and other users of the websites. • • • • • • • Specifying privacy policy and general terms and conditions for use or participation. Reserving the right to take any actions necessary to comply with all federal and state laws and exercise that right. Covering all online activity, including postings, photography, tweets, etc. Prohibiting use of site for illegal purposes, or in violation of law. Reserving right to remove communications that violate user agreement and exercising that right. Consider adding a statement that posting information in a public forum constitutes consent to public discussion regarding the post. Be transparent about how your organization engages in social media; do you delete posts? Under what circumstances? Do you respond to all negative posts? 46 23 Company Policies – Can They Help? Be Proactive Not Reactive • • • Even if your employees don’t use or access computers at work, they most likely do at home – and may be talking about work. Nearly every employer in every work environment should consider how social media could impact their workforce or company. What steps should be taken now to avoid problems down the road. 47 Company Policies How are your current policies affected by your employees’ use of social media? • • • • • • Sexual and other harassment policies. Confidentiality & Non-Compete. Trade Secrets Right to Privacy Off Duty Conduct Anti-Discrimination 48 24 Company Policies - Developing a Social Media Policy What is your objective in having a social media policy? A few thoughts o o o o o o To stop employees from wasting time at work. To protect confidential/trade secret information from dissemination outside the company. To protect employer violations of FTC guidelines. To address impact of off-duty conduct. To notify employees regarding the expectation of privacy at work. To accept the reality of social media within professional as well as personal exchanges and to manage that reality in a reasonable way 49 The Policy It can be a stand alone policy or part of a handbook. Should have an acknowledgement, or be part of the current handbook acknowledgement. Be sure the policy is clear about which uses of social media are not allowed during work hours or using company equipment. Set clear rules regarding what company-related and client-related information may and may not be discussed or disseminated online. This may simply require an extension of policies already in place regarding confidential information, trade secrets, etc. 50 25 The Policy Plan a strong and effective educational effort to assure that all aspects of the medical and academic community understand the policy. The policy should be consistent with other company policies. Remind employees that they are personally and solely responsible for any legal liability arising from or relating to the content of their personal blogs or websites. Employees should be prohibited from disclosure of the employer’s confidential, proprietary and/or trade secret information. 51 The Policy Employees should be reminded that unless specifically authorized, any time spent blogging or on personal social media sites cannot interfere with the employee’s job duties and must be conducted on off-duty time unless its done for the company’s benefit. Remind employees not to use the company’s logo or trademark without permission. 52 26 Issues To Consider After Developing a Social Media Policy Who will monitor your social media activity? Use automated resources such as Google Alerts or have IT sources assist you to determine other resources available to monitor social media activity that may be impacting your company. Whose job will it be to monitor violations? How will you discipline violators and ensure that discipline is handled consistently? [Note that tenure for faculty is an additional challenge for discipline in academic medical centers. 53 The Other Issues To Consider Along With a Social Media Policy Be careful about disciplining employees who report illegal activities and exercise freedom of speech. Conduct an investigation and maintain documentation. Provide training for employees/faculty/trainees regarding the social media policy and areas such as privacy, trade secret infringement, etc. Re-evaluate on a regular basis. Social media is developing and changing quickly. Your attitudes and expectations regarding social media will likely change overtime – be sure your policies keep up. 10041444 54 27 The Other Issues To Consider Along With a Social Media Policy Do you have insurance coverage? • • If you get sued as a result of social media activity will your insurance cover it? Identify the areas of greatest risk and then check with your carrier – such as o o o o Invasion of Privacy Leaks of credit or other personal information (health information - PHI) Copyright and trademark liability Defamation 55 28