phreesia the leader in patient check-in

PhreesiaThe Leader in Patient Check-in

Enterprise Implementation Approach

Texas Tech University Medical Center

October 27, 2015

2014 Phreesia Confidential Information

AgendaI. Team IntroductionsII. Product DemonstrationIII. Project ScopeIV. Phreesia’s Implementation

Approach V. Proposed TimelineVI. Keys to Success

2015 Phreesia Confidential Information

Team Introductions

• Brent Magers: Executive Associate Dean, SOM

• John Berry: Senior Clinical Department Administrator

• Scott Smith: CBO Director

• Natalie Bryant: Director of Practice Development

• Erica McDonald: Department of Pediatrics

TTU Team

2015 Phreesia Confidential Information

• Practice Administrators:– Dermatology Kathleen McPherson– Ophthalmology Sandra Owen– Neurology Evelyn Silvas– Internal Medicine Lindsey Tubbs– OB/GYN Juanita Minnick– Urology Bowie McGinnis– Family Medicine Juli McCauley– Surgery Matt Driskill– Orthopaedic Surgery Abby McEwen

TTU Team

2015 Phreesia Confidential Information

• Phreesia Team– Jamie McCarthy: Executive Sponsor – Sandra Schittone: Vice President Strategic Accounts– Jen Nelson: Associate Director of Implementation– Sue Ann White: Enterprise Project Manager– Candia McNeal: Implementation Consultant– Brad Barnhorst: Integration Analyst

• EHRis Team– Craig Luce: President, Executive Sponsor– Tim Rahaim: EHRis Interface Analyst

Phreesia/EHRis Team

2015 Phreesia Confidential Information

2015 Phreesia Confidential Information

Product Demonstration

2015 Phreesia Confidential Information

Project Scope

• PHASE I – PhreesiaPad/Dashboard: Pediatrics and Orthopaedics

– Full Dashboard capabilities: all other departments

– Check eligibility, alert on high deductible, automate payment plans, credit card on file, display patient responsible balance, improve end of day reconciliation

• PHASE II– PhreesiaPads: post Phase 1 or with written confirmation to

extend PhreesiaPads to other departments

Goal: All sites live prior to March 2016!

Overview of Project Scope

2015 Phreesia Confidential Information

• Speed up throughput & improve workflow– Gain efficiency with the patient updating their own

information– Improve adoption of a best practice workflow

• Increase Collections– Improve copay collections– Automate payment plans & “Card on File” applications to

improve A/R >120 days currently not being fully collected– Improve AR hold buckets by confirming eligibility at every visit

• Improve Patient Satisfaction– Patients engage in meaningful interviews that correlate to

their visit• Increase Employee Satisfaction

– Staff can focus on higher level tasks & remove the stress of the “money conversation”

TTU’s Objectives

2015 Phreesia Confidential Information

2015 Phreesia Confidential Information

Phreesia’s Implementation Approach

• Experienced implementation team that understand clinic operations

• Onsite and remote services to meet TTU’s needs

• Follow train-the-trainer model

• We configure 90% of the application for you

• Workflow consultation and transformation

The Phreesia Way

2014 Phreesia Confidential Information

Our team of experts is with you every step of the way!

Phreesia’s Approach

2014 Phreesia Confidential Information

Planning ✓ Kick-off call✓ Project Planning✓ Data Gathering✓ Product &

Integration Configuration

✓ Super-User Training

Build & Validation

✓Workflow design✓ Core group training✓ Configuration

Finalization ✓ Test & Approval

Go Live✓ End-user Training✓ Customized

Deployment Plan✓ Remote & onsite

support✓ Fine-tune workflow

Optimization✓ Fine-tune workflow✓ ROI✓ Provide onsite &

Remote Support✓ Transition to dedicated

Account Manager

Training Approach

2014 Phreesia Confidential Information

The Train the Trainer model is designed to prepare the Core Group and designated Super Users with the product knowledge, resources, and skills

needed to train end users and optimize workflow

Identify the Trainers

Understand the Strategy

Communicate

ExpectationsExecute Training

Measure User

Competency

2015 Phreesia Confidential Information

Project Timeline

TTU Project Timeline

2014 Phreesia Confidential Information

WeekDraft Timeline (Aggressive)

1 2 3 4 5 6 7 8 9 10

11

12 13 14 15 16 17 18 19

20 21 22 23

Stage 1: Project Planning (10/5-11/2)Stage 2: Discovery & Build(10/22-12/4)

Stage 3: Testing & Validation(11/9-12/8)

Stage 4: Training & Go Live Prep(11/2-12/11)

Stage 5: Go Live Dashboard & Pads (2 locations)(12/15-12/18)Stage 6: Optimization(12/21-12/31)

Stage 7: Closure(1/4-1/15)

Stage 8: Phase II(1/18 – 2/29)

2015 Phreesia Confidential Information

Keys to Success

• Define and communicate customer goals throughout the organization

• Project team and trainers identified early and committed

• Thoroughly test configuration, interface, workflow and connectivity

• Support the clinic staff and be open to workflow changes

Keys to Success

2014 Phreesia Confidential Information

2014 Phreesia Confidential Information

Increase cash flow

Save staff time Maximize patient engagement

Your patients expect a seamless, automated experience from other industries. Why should your front office be any

different?

Thank You!Leading healthcare organizations choose Phreesia.