Migrate from Paper to Electronic Health Records

Margot WeiglDirector Vertical Marketing

Kofax

Successful for more than 20 years• Helping customers to optimize/automate their mission critical,

document driven business processes.• Acknowledged market leader in information capture, the foundation of

our business process automation platform, by leading analysts.

Global presence• 1200 employees in 33 countries• Global professional services organization• Global support organization• Development and product management in the US, Europe, Asia

Global partner ecosystem• Value added resellers• System integrators, application providers, BPOs

Proven track record • Across industries, around the globe

Slide 2

Healthcare Administration Today

•Costs for management and storage of physical documents

•Document retrieval costs and effort•Regulatory compliance, records

retention• Improving self-service capabilities•Securing patient information and

data

Why Migrate from Paper to Electronic Health Records

•Access to and optimized processing of patient and health information is key to improve health care quality• Data and information are today siloed and often locked in paper files • Need to be digitized and entered into HIM, ERP and other back-end

systems for immediate access by patients, insurance providers, hospitals, clinics and doctors at the point of care

•Pressure from health care payers• Transparency• Cost reduction

•Capitalizing on savings potential• Avoid wrong and/or double payments

•Getting your share of Medicare and Medicaid incentives• Meaningful use of EHR and EHR technology• 17.2 billion announced within ARRA/HITECH act for 2011-2015

How to Migrate to Electronic Health Records

• Capture all patient and health data at point of entry• Distributed• Any format• Scan at top quality

• Transform them into process-ready information• Classification and indexing• Data extraction• Validation

• Route them to relevant workflows and systems• In a secure and compliant way• Fast and in high quality

Capture

•Widest range of document scanners•Scales from 1 to >1,000 scanners•Deploy in remote sites•Centrally managed•Alternative input sources:

• MFP• E-mail• Fax

•Full traceability from scan to release•Flexible and customizable client UI

Slide 6

Capture Documents at Any Location

Branch Offices• MFPs/Digital Copiers• Scanners

Electronic Capture• E-Transactions• E-Mail• Fax

Back Office/Mailroom• Production Scanning

Transform

• Identifies documents• Index or meta data extracted

automatically•Separates folders into documents•Provides advanced recognition

technologies• OCR• ICR• OMR

•Customizable validation and correction•Reporting on key performance metrics•Highly scalable

Slide 7

Transform Any Document Type

Automatic Classification • Eliminates Sorting

Separation of Multipage Documents

Data Extraction • OCR, IMR, OMR• Eliminates Keying

Conversion of Data to PDF

Deliver

•Over 100 Export Connectors•Export to multiple connectors/releases

simultaneously•Tightly integrated with leading ECM

systems•Full reporting and traceability•Scalable to accommodate low to high

volumes•Customizable•More documents are processed by Kofax

Capture than any other vendor•Confirmation of successful release

Slide 8

Deliver to Any Channel

e-Mail

Fax

SMS

Network

Database

100+ Connectors• ECM• Workflow• LOB Applications

Kofax Platform ArchitectureCapture Documents

at Any LocationTransform

Any Document TypeDeliver

to Any Channel

Branch Offices• MFPs/Digital Copiers• Scanners

Electronic Capture• E-Transactions• E-Mail• Fax

Back Office/Mailroom• Production Scanning

Monitor and Manage at the Process or Document Level for Complete TransparencyReporting: SLA Metrics • Historical Performance • Tracking

Automatic Classification • Eliminates Sorting

Separation of Multipage Documents

Data Extraction • OCR, IMR, OMR• Eliminates Keying

Conversion of Data to PDF

e-Mail

Fax

SMS

Network

Database

100+ Connectors• ECM• Workflow• LOB Applications

Slide 9

Migrating from Paper to Electronic Health Records

Patients Capture & Digitize

Postal Service

Fax

E-mail

Scanner

EOB

Correspondence

LABInvoice

MRI, X-RayEtc.

Admission FormsInsurance Forms

Channels E H R

Point of CarePhysicians

DoctorsNurses

Administration

HIMInbox

Fax Server Classification& Extraction

Spectrum Health

Challenges• Handles 60,000 inpatients, 200,000 emergency room patient visits, 143,000 urgent care visits and

34,000 outpatient surgeries annually• Inpatient charts are structured in 1,400 different formats• 10% of the forms do not have barcodes and require advanced OCR to identify type of documentSolution• Kofax Capture, Kofax Transformation Modules (KTM)• High quality scanning of large volume of documents• Data quality, ingestion and routing in compliance with government regulations• Automation and streamlining of medical records processing and document classification for

inpatientsResults• Significant improvements in document classification accuracy, efficiency and productivity• Can now process 10.5 million documents annually• Enormous increase in document processing has not required additional employees• Physicians now have immediate access to patient records

Industry: Health CareLocation: Grand Rapids, MichiganSize: $2 Billion# of Employees: 14,000

Recommendations

• Moving from health records to electronic health records is no longer an option – it’s a must

– Health records are high volume, and mainly paper-based– Majority of patient data still locked in paper based departmental systems

• There is a need today – to get ready for EHR– to improve efficiency– Improve data completeness and accuracy– to be compliant– to process EOBs– to process invoices

• A time window from 2011-2015 – for Medicare/Medicaid funding for adoption to EHR

• Solutions exist today for providers to get started!

Marketing Team Meeting 12

Kofax Delivers

•One platform to streamline processes around capturing, transforming and routing medical records• Outstanding data quality• Accelerated information availability at the point where needed• Decision support for high quality health care

• Increase of efficiency • Physicians can see more patients per day • Higher processing volume of claims and/or payments per day

•Significant cost reduction • Automation of health care records capture and entry• Elimination of paper storage and paper mailing

•Fast ROI•Proven track record

Completeness of Offer

•Patient / Health Records Management• Convert complex forms, test reports, prescriptions, health payer

documentation, patient inquiries and images like MRT or X-Rays into high quality digital information,

• Route it to a database, ECM or HIS system, and• Integrate it into key processes in the quickest possible time,• All in a secure and auditable manner.

•Medical Claims Processing for Health Care Payers•EOB and Payment Processing

• Quicker reconciliation of payments, more accurate financial reporting and better cash management through powerful OCR technology, data extraction and separation.

•Accounts Payable / Invoice Processing•Order Processing

Thank you

Margot Weiglmargot.weigl@kofax.com

+49 151 1616 1844