phreesia the leader in patient check-in
DESCRIPTION
2014 Phreesia Confidential Information Agenda Team Introductions Product Demonstration Project Scope Phreesia’s Implementation Approach Proposed Timeline Keys to Success I will cover Phreesia’s Implementation Approach, review Customer and Phreesia Team, what we find leads to success and a sample timeline. 2014 Phreesia Confidential InformationTRANSCRIPT
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.