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Patient Intake ManagementJamie McCarthy, Business Development Director, Phreesia
Systems Your Practice Relies On Digitize patient medical recordsClinical SystemsRevenue CycleManagement Exchange clinical information with providers Automate billing and claims submission Track A/R Schedule appointmentsPractice Management Manage patient accounts
Think About Your Patient Intake Management ProcessWhat steps need to happen for every patient every time inorder to Capture a complete patient recordGenerate a profit for your practiceProvide a best-in-class patient experience2015 Phreesia Confidential Information3
Audience Poll: Are These Steps Part of Your Process?Capture a complete patient recordGather or confirminsurance informationConfirm patientidentity matchespractice recordConfirm patientinformation matchespractice recordPatient arrivesCapture patientaddress, phonenumber, and emailCapture and scorerisk assessmentsCapture past medical,family, and surgicalhistoryCapture meaningfuluse dataEnsure HIPAA policy formis signed and up-to-datePatient goes to exam room2015 Phreesia Confidential InformationPost-visit4
Audience Poll: Are These Steps Part of Your Process?Generate a profit for your practiceSet up and manage patient paymentplan and card-on-fileCalculate and collectpatient copayVerify insurance eligibilityand benefitsPatient arrivesSend monthly billingstatementsValidate and collectingoutstanding balanceSend end of day paymentremindersCapture signature forpractice policies, includingfinancial policyPatient goes to exam room2015 Phreesia Confidential InformationPost-visit5
Audience Poll: Are These Steps Part of Your Process?Provide a best-in-class patient experienceCollect patient emailsDirect patients toyour portalTrack and report who isreferring your patientsGreet and interact withyour patientsPatient arrivesEmail newsletter andannouncements to yourpatientsSurvey your patients on theirexperiencePatient goes to exam room2015 Phreesia Confidential InformationPost-visit6
This Is Hard to Do for Every Patient, Every TimeCapture a complete patient recordGenerate a profit for your practiceProvide a best-in-class patient experienceCalculate and collectpatient copayValidate and presentGather or confirm insuranceoutstanding balanceinformationConfirm patient identitymatches practice recordSet up / manage patientpayment plan and card-on-fileCollect patient emailsDirect patients toCapture and score riskEmail newsletter andVerify insurance eligibilityyour portalassessmentsannouncements to yourand benefitspatientsCapture patient address,phone number, and email Capture signature for practice policies,Greet and receive yourincluding financial policypatientsTrack and report who is referringSurvey your patients on theiryour patientsSend monthly billingCapture past medical, family,experiencestatementsand surgical historyConfirm patient informationSend end of day payment remindersmatches practice recordPatient arrivesPatient goes to exam room2015 Phreesia Confidential InformationPost-visit7
Adding Support Staff Leads to Rising CostsSource: MGMA Cost Survey for Hospitals and Integrated Delivery Systems: 2014 Report Based on 2013 Data
Patient Intake Management Is Best PracticeA single tool to manage the patientintake processPatient IntakeManagement Automate and digitize patient intake tasks Track key financial and operational metrics
What Can You Gain From Patient Intake Management?Operational efficiency and accountabilityIncreased profitabilityImproved patient satisfaction
Operational Efficiency and Accountability Reduce manual front-office tasks and streamlinecheck-in workflow Gather all relevant clinical information, score clinicalassessments, and push to patient chart in EHR beforethe patient sees the clinician Automate data transfer from check-in process to PMand EHR system Track check-ins and payments collected by each staffmember
Increased Profitability Confirm all patient demographics and insuranceinformation is correct to reduce denied claims Gather relevant information to meet meaningful userequirements Capture a card on file for patients and a signedauthorization to charge it up to a specified amount Offer patients payment plans to pay off outstandingbalances Ask for payment on copays and balances at everyvisit
Improved Patient Satisfaction Provide an efficient and private check-in processfor patients Measure and track patient satisfaction throughpost-visit surveys Gather patient email addresses forcommunication outside the office
What To Look For in a Patient Intake Management SolutionIntegrationReportingPatient IntakeManagementSelfServicePayments
Data Flows Automatically Into GE Centricity Practice Solution PMPatient IntakeManagement
Import from Centricity Practice SolutionAppointmentDemographicsInsurance Appointment Date Name (first, middle, last) Insurance Provider Appointment Time Name (suffix) Insurance ID Appointment Type Home Address Line 1 Insurance Group Number Appointment Resource Home Address Line 2 Primary Relationship ToHolder City, State, ZipFinancial Patient Balance Primary/Home Phone Work Phone Email Preferred Methodof Contact Gender DOB Marital Status SSN Race Primary Holder First name Primary Holder Middlename Primary Holder Last Name Primary Holder Date ofBirth Primary Holder Gender Secondary Insurance Secondary Policy ID Secondary Group Number Ethnicity Language2015 Phreesia Confidential Information16
Export to Centricity Practice SolutionDemographicsAppointment Appointment Check-in Name (first, middle, last) Name (suffix)Document Attachment Documents linked to chart orpatient registration Home Address Line 1Financial Payment Posting (copaysposted to current date’s visit;balances posted to oldestbalance first) Home Address Line 2 City, State, Zip Primary/Home PhoneAuthorization Update Work Phone Release of InformationConsent Date Email Privacy Policy Date Preferred Method of Contact Benefits Assignment Date Gender DOB SSN Race Ethnicity Language2015 Phreesia Confidential Information17
What To Look For in a Patient Intake Management SolutionIntegrationReportingPatient IntakeManagementSelfServicePayments
Track KPIs by Staff Member or Location
Monitor Collections Trends
Monitor Real-time Patient Satisfaction Scores Monitor patient satisfaction internally, or see how you compare withother practices or CAHPS benchmarks Use detailed patient feedback to fine-tune your operations andmaximize patient satisfaction
What To Look For in a Patient Intake Management SolutionIntegrationReportingPatient IntakeManagementSelfServicePayments
Patients Can Check-in Using Self-service Patients in the waiting roomare an untapped resource Patients can update their data,sign consent forms, and makea payment with littleinvolvement from your frontoffice staff
It’s a Self-service WorldPost OfficeBankGrocery StoreAirlinesRestaurants
Consumers Expect and Prefer Self-servicePrivateExchanges about health conditions and payments are notbroadcast to the waiting roomSecureProtected health information and credit card data aretransmitted securely and not written on paperEfficientOnly relevant questions and forms are presented andexisting data is available to confirm
What To Look For in a Patient Intake Management SolutionIntegrationReportingPatient IntakeManagementSelfServicePayments
Ask Patients For Payment Every TimeFamily Practice Self-service tools canautomatically presentpatients with copay andoutstanding balance atcheck-in Advanced paymentfeatures can include cardon file, payment plans, andonline payments
Phreesia Is the Patient Intake Market LeaderStop by our Booth at CHUGRated #1 bycustomers1Engages 2 millionpatients per monthIncreases cash flow by anaverage of 10%21“2013Saves 1.5M paperforms per weekSaves front-office staff 3-5minutes per patientBest in KLAS: Software and Services” report. KLAS is an independent research firm whose mission is to improve healthcare technology delivery byhonestly, accurately and impartially measuring vendor performance.2Based on industry averages and historical calculations in the Phreesia network.
Practice Management Schedule appointments Manage patient accounts Digitize patient medical records . Data Flows Automatically Into GE Centricity Practice Solution PM Patient Intake Management . Import from Centricity Practice Solution 2015 Phreesia Confidential Information 16
