1 achieving software automation success · transitioning any process to a new or enhanced software...
TRANSCRIPT
1
Lori IntravichitCEO
ACHIEVING SOFTWARE AUTOMATION SUCCESSYOU HAVE A GENIE, RIGHT?
Learn how to be prepared for the
constantly changing environment of
Healthcare Administration including
the implementation of new software.
2SOFTWARE AUTOMATION SUCCESS | WHY
Many hospitals, free standing surgery centers and
medical clinics pursue software conversions to:
✓ Enhance system interface
✓ Improve workflow efficiencies
✓ Gain tools to manage a more complex financial
environment
Mismanaged conversions can have severe financial
consequences that limit an organization's capacity to
function.
WHY PURSUE SOFTWARE
CONVERSIONS?
Coordinating a conversion that involves
transitioning any process to a new or enhanced
software system must include specific cultural
and operational considerations early in the
preparation process.
Doing so avoids:
✓ Work redundancy
✓ Disgruntle staff
✓ Reduced productivity
3SOFTWARE AUTOMATION SUCCESS | PREPARATION
PREPARING FOR CONVERSION,
NO SMALL TASK
REALISTIC EXPECTATIONS
Having realistic expectations of how a
conversion will affect day-to-day processes
can help revenue cycle leaders take initiative
to mitigate financial risk.
In today’s working environment staff often
revert to their manual processes in addition to
the new software provided. It is not
uncommon for the staff to do double work
after the software is installed. A proactive
approach can avoid this.
4SOFTWARE AUTOMATION SUCCESS | EXPECTATIONS
The promise to evaluate and assist your
automation transition by the software vendor
often falls short of the needed transformation
of your business office and staff.
The software vendor can provide workflows
and process that will fit their program, however
the need to adjust internal polices and get
staff buy in falls squarely on the Revenue
Cycle Management.
5SOFTWARE AUTOMATION SUCCESS | PREPARATION
SOFTWARE VENDOR PROMISES
5 STEPS
TO COMPLETE
BEFORE SELECTING
A SOFTWARE
OR BEFORE CONVERSION
6SOFTWARE AUTOMATION SUCCESS | 5 STEPS
• In many cases it is advisable to bring an outside
Consultant to manage the project. Having fresh eyes
whose objective review will focus on the need for change
rather please the status quo can help create successful
change.
Find a project
manager to
dedicate their time
to the review of
current processes
7SOFTWARE AUTOMATION SUCCESS | PROJECT MANAGER
01.
Project Manager:
The need to review and revise the current policies and
procedures along with staff integration is vital to any
successful transition to new software. It is important to
include all areas of the organization that are affected in the
review process.
✓ Update policy and procedures as needed.
✓ Remove any manual processes as possible.
✓ Remove any unnecessary or redundant steps in the
departments daily work flow.
8HEALTH COVERAGE INSURANCE SUPPORT | REVIEW
Make sure to
review all policies
and procedures02.
Review:
• The training of the staff should include their
suggestions and guidance. The actual day to day
workflow is in the hands of your staff and their cooperation
is vital to your organizational success. It is important to
relay to the staff the actual goal of the process review
while maintaining a firm dedication to the organizational
transformation.
9SOFTWARE AUTOMATION SUCCESS | TEAM
Training and
getting buy-in of
staff on new
processes
03.
Team:
• Complete a review for documented process changes
for at least 90 days. Report to current management for
any follow up training required and/or process adjustment
needed. In our constant changing environment, continued
review of all processes every 6 months is a good
practice to implement in your organization.
10SOFTWARE AUTOMATION SUCCESS | CHECK BACK
Follow-up review to
assure all process
changes are in
place and working
04.
Check Back:
• Now you can be sure the policies and procedures
accurately reflect what is currently being done in your
work place. In fact, you will find that the removal
of redundant processes will create added efficiency even
before the new software is rolled out.
11SOFTWARE AUTOMATION SUCCESS | COOPERATION
Work with software
implementation
team
05.
Cooperation:
Revenue Cycle Prerequisites
for Automation Transformation
12SOFTWARE AUTOMATION SUCCESS | PANEL DISCUSSION
Panel Discussion:
13SOFTWARE AUTOMATION SUCCESS | CLOSING THOUGHTS
THANK YOU
READY FOR NEXT STEPS?
LORI INTRAVICHITSUNLITCOVEHEALTHCARE.COM
(727) 576-2903
It's clear that achieving software automation
success can have a big impact on your bottom
line. However, it may be difficult to know
where to start. We hope that this information
gives you a good starting point to develop your
plans.
Remember to include your employees and
bring in outside help when things get tough
– it will save you a lot of time and
headache.
Closing Thoughts: