how hfma teams can use social media to be more effective

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HOW HFMA TEAMS CAN USE SOCIAL MEDIA TO BE MORE EFFECTIVE Lisa Crymes, Director Product Management Emdeon 2010-2011 Social Media Committee Chairperson 2010-2011 Education Content Committee Joint Chairperson September 2010

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Page 1: How hfma teams can use social media to be more effective

HOW HFMA TEAMS CAN USE SOCIAL

MEDIA TO BE MORE EFFECTIVE

Lisa Crymes, Director Product Management Emdeon

2010-2011 Social Media Committee Chairperson

2010-2011 Education Content Committee Joint Chairperson

September 2010

Page 2: How hfma teams can use social media to be more effective

GE

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Document

Objective

I. Rationale

II. Plan

III. Execution

HFMA Georgia Chapter Proposed Social Networking Strategy

Document Content: The purpose of this document is to highlight the rationale and strategy for developing and executing a social networking strategy.

This session will provide:

Rationale

An Overview of Social Networking, including what is it and why you should be listening

Examples of how HFMA national and others are effectively using social media

Plan

Execution plan and recommendations

Guidelines

Which Social Media tools are there, which ones are best to use

Personal and Professional uses for social networking

Execution

How Georgia Chapter Teams can use Social Media to extend their outreach

Page 3: How hfma teams can use social media to be more effective

MY NAME IS LISA CRYMES, AND I’M A GEEK

@lisacrymes

http://www.linkedin.com/in/lisacrymes

http://www.facebook.com/lisacrymes

You can also follow me on

Foursquare

Blogger

Digg

Google Buzz

Page 4: How hfma teams can use social media to be more effective

SOCIAL NETWORKING RATIONALE:

AN OVERVIEW OF SOCIAL NETWORKING,

INCLUDING WHAT IS IT AND WHY YOU SHOULD BE

LISTENING

Page 5: How hfma teams can use social media to be more effective

GEORGIA CHAPTER’S MARKETING/SOCIAL

NETWORKING HISTORYSTRONG HISTORY OF LEADERSHIP AND EXCELLENCE

Where we Succeed

Georgia Chapter leads in many areas across HFMA today Volunteer participation

Quality of Programs

CPAR

..and much more!

Chapter has made great progress in Marketing/Communication efforts Website – Update to date, Great

layout

Email Blasts delivery announcements

Scroll

Launched Facebook Group (2008-09) Over 100 members

Launched LinkedIn Group (2009-2010) Over 160+ members

Communication Council Focus for 2010-2011

Coordination and consistency of messages and updates

Develop standards (branding, etiquette, etc)

Perception throughout Healthcare Financial industry in Georgia that the chapter has access and provides up to date information on industry news, position on legislation, etc. Institutes, Scroll and Website is not current enough

Page 6: How hfma teams can use social media to be more effective

SOCIAL MEDIA OPPORTUNITIES TO EXCEL

Recent National leadership presentation on using Social

Networking

Only 32% of attend chapters attending call (160

registered) are actually using LinkedIn

Only approx 20% are using Facebook

4% Twitter

Expanding our networking both personal and professional

relationships

Are we reaching all members? What about non-members?

Growing membership

Page 7: How hfma teams can use social media to be more effective

THE NEW WORLD OF SOCIAL NETWORKING

Page 8: How hfma teams can use social media to be more effective

RATIONALE:

WHO USES SOCIAL NETWORKING?HOSPITALS USING SOCIAL MEDIA TOP 4: YOUTUBE, TWITTER, FACEBOOK, BLOGS

300 hospitals = 6% of all

hospitals

Page 9: How hfma teams can use social media to be more effective

RATIONALE:WHY SHOULD WE USE SOCIAL NETWORKING? HOW CAN THE CHAPTER

BENEFIT FROM USING?

Marketing /Communications

“Free” Marketing tool.

Use to strengthen existing relationships.

Promote Chapter Events and education regarding chapter and

resources.

Membership

Recruit new members. Market Chapter Events and education

regarding chapter and resources.

Networking

Informal outreach blends the personal and professional

relationships.

Build new relationships

Bottom-line is we want to continue to Step Up and prove “We’ve

Got Your Back”!

Page 10: How hfma teams can use social media to be more effective

Execution Plan

Page 11: How hfma teams can use social media to be more effective

PL

AN

Plan: Chapter

Social

Networking

Plan - allows

for consistency

and leads to

success

Plan Details

2010-2011 Social Networking Committee Formed (Communications Council)

Objective: New Team is responsible for driving social networking strategy by using the social media tools and promoting and education use among the chapter and councils.

Consistency

Logo, branding, guidelines

Education

Educate chapter and teams on value of using and participating

Participation

Get members and teams to participate. Assign certain members to an area (events, discussions, etc)

Post events

Participate in discussions

Link website to social media sites

Stream data from sites to website

Divide and conquer (but be consistent)

Track metrics

Advertise (Website, Scroll, Blasts, other social media sites)

Monitor

Establish monitor/facilitator for each social media tool and assign tasks

Page 12: How hfma teams can use social media to be more effective

GE

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Objective is to

define standards

that will be used

across all of the

chapters social

media networks.

Georgia Chapter Social Networking Guidelines

i. Description of Chapter: The Georgia Chapter HFMA is the

professional resource of choice for the healthcare financial industry in

Georgia. The group allows members to excel in healthcare financial

management by promoting personal and professional development

with education, information, networking and leadership. For more

information, please visit http://www.georgiahfma.org/.

ii. List current leadership, names and titles and contact information

iii. Establish and Post Etiquette Rules: (LinkedIn and Facebook)

We encourage everyone to participate in this group, but keep in

mind proper etiquette. This group is moderated and users who

abuse their membership will be blocked/banned from the group.

Group discussion spam should be avoided

Unsophisticated sales pitches in the group discussion or status

sections.

Unprofessional responses or discussions in the open forums

Post any job advertisements in the LinkedIn Group Jobs board

section.

iv. Use Chapters approved logo (on National Site)

v. Chapter should be listed as Georgia Chapter HFMA

i. Designate monitor/facilitators(s) : Purpose of facilitators is to monitor

Sites, start discussions, approve requests, post updated events, and

information

ii. Controlling access: HFMA National, allows anyone into their groups

based on the guideline that exposing non-members to our

organization only works to increase participation. The discussion

boards are a great place to converse about chapter events, industry

news, or other potential topics. Recommendation is that Georgia

Chapter follows the same principals.

Page 13: How hfma teams can use social media to be more effective

APPROVED LOGO’S

Download from Leadership Tools - HFMA.org

Page 14: How hfma teams can use social media to be more effective

SCOPE: WHICH TOOLS SHOULD WE USE?

Initially focus on the following social media tools

Facebook

http://www.facebook.com/#!/pages/HFMA-Georgia-

Chapter/204488509104?ref=ts

LinkedIn

http://www.linkedin.com/groups?mostPopular=&gid=19

15731

Twitter

@georgiahfma

Page 15: How hfma teams can use social media to be more effective
Page 16: How hfma teams can use social media to be more effective

WHICH SOCIAL MEDIA TOOLS ARE THERE, WHICH

ONES ARE BEST TO USE

Page 17: How hfma teams can use social media to be more effective

FA

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Best for:

Facebook is a

social networking

site dedicated to

non-business

relationships. It

has recently,

however, launched

Facebook Pages,

which were

designed for small

businesses.

Facebook Strategy

i. Follow established guidelines and make changes as needed

ii. Moved from a Page to a Group

Benefits:

Give you status update potential

Pages don’t reflect the administrators personally

Can be more easily modified

Somewhat tougher security

iii. Build a fan base: Get more members to become fans.

iv. Assign a moderator/facilitator

Meghan Lynch - Primary

Lisa Crymes - Secondary utilize your status updates

Enable message boards, photo, and video sharing and wall posts

Add applications, Twitter feed

Create events and keep updates current

Scholarship opportunities are perfect for Facebook

Engage other members to post Anyone can post!!

Page 18: How hfma teams can use social media to be more effective

FACEBOOK – GETTING STARTED

Join

Create a Profile

Use Facebook

privacy

especially if you are

using professionally

and personally

Teams

Post events

Post pictures

Start discussions

Send announcements

Page 19: How hfma teams can use social media to be more effective

CURRENT PAGE

Page 20: How hfma teams can use social media to be more effective

LIN

KE

DIN

–G

ET

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RT

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IDE

Best for: LinkedIn is the professional social network where users post online resumes and establish business relationships. It allows you to create groups, which is ideal for an HFMA chapter.

The group functions allow for posting of discussions, news, and jobs. You can even create subgroups for certain committees. This tool allows everyone in the chapter to communicate remotely and asynchronously.

LinkedIn Strategy

i. Follow established guidelines and make

changes as needed

ii. Education and encourage participation

iii. Consider using Subgroups (Patient Access,

Revenue Cycle, CFO or chapter business)

iv. Moderator/facilitator

Lisa Crymes

i. Facilitate discussions and look for any

misuse

ii. Approve invitations

iii. Move post to the appropriate location (jobs

to job board)

iv. Keep information current

v. Consider creating experts to monitor “forums”

– similar to National.

Page 21: How hfma teams can use social media to be more effective

TIPS FROM NATIONAL ON

HOW TO USE LINKEDIN

Brand it with your chapter logo

Use the news feed

Start discussions related to chapter

events/publications

Post events and link to them via news

Page 22: How hfma teams can use social media to be more effective

LINKEDIN FOR PROFESSIONAL

NETWORKING

Page 23: How hfma teams can use social media to be more effective

POWER OF LINKEDIN NETWORK

Page 24: How hfma teams can use social media to be more effective

GROUP DISCUSSIONS

Relevant

Can be sent to your email

Keeps you connected

Join the discussion to

build relationships

Page 25: How hfma teams can use social media to be more effective
Page 26: How hfma teams can use social media to be more effective

ATTEND EVENTS

Many group’s events

only

promoted now

through

social media

Informative way to

learn

new information

outside

the four walls of your

office

Page 27: How hfma teams can use social media to be more effective

OTHER THINGS YOU CAN DO

Job Searches Research Companies

Page 28: How hfma teams can use social media to be more effective

RESEARCH

Research:

- Job Candidates

- Vendors

- Potential Speakers

Page 29: How hfma teams can use social media to be more effective

LINKEDIN GROUPS

How to get started and how to manage

Page 30: How hfma teams can use social media to be more effective

GETTING STARTED

Personal Profile

Build Profile

Additional Tips:

http://mashable.com/2

009/07/27/linkedin-

personal-brand/

Invite connections

Join Groups

Setup subgroup

(Can be a subgroup to

HFMA group, or a new

group)

Decide if it is open or

closed

Setup

messages/templates

Check on a regular basis

Be consistent with

updates

Page 31: How hfma teams can use social media to be more effective

SEARCH

Click on JOIN GROUP

Page 32: How hfma teams can use social media to be more effective

CREATING A GROUP - HOW DO I CREATE A

GROUP?

To create a group (of which you will be the owner) take

the following steps:

Click on "Create a Group" from the "Groups"

dropdown menu (found in the top navigation bar of

the home page).

Follow the instructions to browse and upload a

group logo.

Enter your official group name.

Choose your group type from the drop down list.

Alumni Group - membership often composed of

former members of schools, universities,

fraternities or sororities.

Corporate Group - membership often composed

of current or past employees from the same

company.

Conference Group - membership often

composed of people attending the same (or

similar) trade shows or conferences.

Networking Group - membership often

composed of people with networking as one of

its primary goals.

Non-Profit Group - membership often composed

of people in support of a similar cause or value.

Professional Group - membership often

composed of people with similar industry

interests.

Other - groups that fall outside of one of the

above group types.

Enter a brief summary of your group and its purpose for display in the Groups Directory. Information here is limited to 300 characters and will be visible by group and non-group members.

Enter a full description of your group for display on the group page. Information here is limited to 2000 characters and will be visible by group and non-group members.

Enter the website for your group.

Enter the group owner email address which may be used for potential members to contact you.

Check the box if you would like to display your group in the Groups Directory.

Check the box if you would like group members to be able to display the group logo on their profiles.

Check the Location box if your group is based in a single geographic location.

Check the box to confirm you have read and accept the Terms of Service.

Click on 'Create Group' to complete

Page 33: How hfma teams can use social media to be more effective

CREATE A SUBGROUP-HOW DO I CREATE A

SUBGROUP?

A subgroup is a more tightly focused arena for professional discussion and interaction within and for the members of an existing LinkedIn group. Managers of groups can create subgroups by following these steps: Click on "Groups" found in the top navigation bar of the

home page. This will take you to the "My Groups" page.

All Group managers can setup subgroups

From the "Go to" list under the appropriate group, select "Manage" (only managers and owners have this option).

Click on "Create a Subgroup" in the left navigation section under "Manage Group".

Choose the information and settings you want for this subgroup and click the "Create" button.

Page 34: How hfma teams can use social media to be more effective

SUBGROUPS

TIPS

• Provide an overview of the group (objective/purpose)

• List key contacts

Page 35: How hfma teams can use social media to be more effective

MANAGING GROUPS

Page 36: How hfma teams can use social media to be more effective

MANAGING GROUPS - TEMPLATES

Welcome message

informs potential

members of chapter

and how to join but

also states etiquette or

rules

Page 37: How hfma teams can use social media to be more effective

SETTING UP TEMPLATES

Page 38: How hfma teams can use social media to be more effective

MANAGING GROUPS/SUBGROUPS

Page 39: How hfma teams can use social media to be more effective

NEWS FEEDS

RSS feeds:

Blogs, News articles,

Twitter lists, etc

Page 40: How hfma teams can use social media to be more effective

LINKEDIN GROUP TIPS

Should group(s) be

private?

Page 41: How hfma teams can use social media to be more effective

TW

ITT

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–G

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Best for: Twitter is a popular short-form social networking site where authors post updates 140 characters at a time. This can work as a sort of news feed for associations and help you disseminate information quickly. Its web site is easy to use and its compatibility with mobile devices gives you extra accessibility.

“As a social network, Twitter revolves around the principle of followers. When you choose to follow another Twitter user, that user’s tweets appear in reverse chronological order on your main Twitter page.” Source: Time Magazine http://mashable.com/2009/06/04/time-magazine-twitter

Twitter Recommended Strategy

@georgiahfma

Why?

National is already there!

Other Chapters starting to explore (TN, FL)

It’s Free Marketing/PR

Moderator/facilitator

Lisa Crymes - Primary

Meghan Lynch - Secondary

Facilitate discussions and look for any misuse

Approve invitations

Move post to the appropriate location (jobs to job board)

Keep information current

Follow industry leaders

Block spam

Answer messages

Tweet Events or important news or information

FYI: Visitors to your Twitter feed don’t have to be signed up to the site, but to be official followers (who receive each of your updates on their Twitter page), they will have to sign up.

Page 42: How hfma teams can use social media to be more effective

WARNING!! WARNING!!

Socialtis?!

Avoid the overload

Learn out to disconnect

Listen only

Page 43: How hfma teams can use social media to be more effective

NEXT STEPS

Get started

Ask for help

Reports on if Social Media working for us? –

statistics, growing members, etc.

Page 44: How hfma teams can use social media to be more effective

THANK YOU

MY NAME IS LISA CRYMES, AND I’M A GEEK

Twitter @lisacrymes

http://www.linkedin.com/in/lisacrymes

http://www.facebook.com/lisacrymes

Foursquare

Blogger

Google Buzz

Mobile 678.428.4454

[email protected]

[email protected]

Page 45: How hfma teams can use social media to be more effective

ADDITIONAL RESOURCES

Page 46: How hfma teams can use social media to be more effective

RESOURCES

Official HFMA Groups on LinkedIn: HFMA Group

HFMA CFO Forum Group

HFMA Revenue Cycle Forum Group

HFMA Healthcare Compliance Forum Group

HFMA Managed Care Forum Group

HFMA Medicare Payment Forum Group

HFMA Physician Alignment Forum Group

HFMA Student & Faculty Network

Resources/Additional Reading

http://mashable.com/

Facebook

http://mashable.com/2009/08/14/facebook-networking/