Fall Forum
November 10-11, 2010
Orlando, FL
Antitrust Meeting Guidelines
Participation is voluntary –
Participants should not discuss:

www.smisupplychain.com




Current or future prices or costs of any product
Future bids or upcoming specific business
opportunities
Current or future strategic plans or marketing efforts
or pricing policies
Specific Provider/Industry Partners or specific
Provider requirements; data to be discussed should
be in composite form to conceal the identity of any
specific member
The meaning of any price, cost or partner/IDN
specific data
www.smisupplychain.com
What’s New at SMI

New Members

SMI In the News

Speaking and Leadership

Advocacy Update

Forum Focus

Board Update
New Members - 2010



www.smisupplychain.com






Advocate Health Care
Children’s Hospital of
Philadelphia
Fairview Health
Services
FMOL Health System
Kaiser Permanente
Lifespan
Sanford Health
Texas Children’s
University of Southern
California










Abbott Laboratories
AtPar, Inc.
BravoSolution
BSN Medical, Inc.
Cook Medical
MediClick, Inc.
Seneca Medical, Inc.
TECSYS
VUEMED, Inc.
W.L. Gore & Associates
SMI in the News
www.smisupplychain.com

HPN Column on the spring Forum
SMI in the News
www.smisupplychain.com

AHRMM Supply Chain Strategies
publications (summer & fall) – 2 part
series on “Supply Chain Integration
with Clinicians” (from an SMI Deeper Dive
Team)

Modern Healthcare, July issue –
Dennis Orthman quoted on data
standards adoption challenges
www.smisupplychain.com
Speaking and Leadership

John Gaida (Texas Health Resources) and
Tom Hughes (SMI) delivered an educational session entitled
Creating Continuous Joint Value with Measuring Effective Relationships.

In a separate session Brent Johnson (Intermountain Healthcare),
Keith Kuchta (Kimberly-Clark), and Dennis Orthman (SMI)
spoke on Creating Strategic Partnerships.

The following SMI members also presented at AHRMM 2010:
Dennis Black (BD)
Karen Conway (GHX)
Phil Pettigrew (Denver Health)

Michael Louviere (Baptist Health System)
Jean Sargent (USC Health Sciences)
John Cunningham (Universal Health System)
Several other SMI member organizations were represented on the agenda as
well including BJC HealthCare, Department of Defense, Johns Hopkins, North Shore
Long Island Jewish, Novant Health, The Ohio State University Medical Center,
Sisters of Mercy (ROi), Texas Children’s Hospital, and University Kentucky
Healthcare.
Speaking and Leadership
Dennis Orthman representing SMI…


www.smisupplychain.com






Pennsylvania Statewide Materials Management
Association Conference 2010
CIHL Projects Oversight Committee
CIHL’s Gap Analysis between Retail and Healthcare
Projector Advisory Board
GS1 Healthcare US Leadership Team
2011 GHX Supply Chain Summit Advisory Board
World Congress Supply Chain Leadership
Conference Advisory Board
Stonehill College guest lecture on Supply Chain
Innovations
Stonehill College Supply Chain Curriculum Advisory
Committee
Speaking and Leadership

AHRMM’s George R. Gossett
Leadership Award goes to…
www.smisupplychain.com
Jean Sargent – Director, Supply Chain
USC Health Sciences
Speaking and Leadership
Bellwether League - 2010 Award Recipients




www.smisupplychain.com











Ted Almon
Carter F. Blake
Br. Ned Gerber
George R. Gossett
Frank Kilzer
Michael Louviere
Robert Majors
Franklin J. Marshall
Daniel E. Mayworm
Foster G. McGaw
Mark McKenna
G. Gilmer Minor III
Curt M. Selquist
Donald G. Soth
Louis Vietti
Speaking and Leadership
www.smisupplychain.com

Joe Sheil, Director of Contracting at Beth
Israel Deaconess Medical Center, named on
the “Ten People to Watch” by Journal of
Healthcare Contracting
Speaking and Leadership
www.smisupplychain.com

OSUMC named runner-up in HPN’s Supply
Chain Department of the Year
Speaking and Leadership
Multiple SMI members named to the
Gartner Top 25 Supply Chains selections
committee
www.smisupplychain.com





Carol Stone, Bard
James Olsen, Carolinas
Florence Doyle, CHE
Tom Egan, Medline
Tom Harvieux, Sanford Health
SMI’s Advocacy Program
Advocacy efforts initiated based on
SMI Member feedback Spring 2009
Actions To Date:
1. June 2009 – Formed Advocacy Committee:
www.smisupplychain.com






2.
3.
Carl Manley
Steve Gundersen
Nancy LeMaster
Charlie Colpo
Tom Hughes
Dennis Orthman
Engaged legal counsel – Ed Corriea
Focus on data standards adoption
SMI’s Advocacy Program
Actions To Date (cont):
www.smisupplychain.com
4.
August 2009 Letter to ONCHIT Blumenthal
 Industry improvement via data standards is clear.
 EHR value enhanced with supply data
 SMI Members represent critical mass for
adoption
 Requested meeting.
SMI’s Advocacy Program
www.smisupplychain.com
Actions To Date (cont):
5.
June 2010
 White Paper
submitted to CMS
6.
July 21, 2010
Meeting in Washington DC with Jonathan D.
Blum, Deputy Administrator and Director,
Center for Medicare
Meeting topics:
 accelerating industry’s adoption of standards
 UDI’s impact on manufacturers
 creative funding possibilities


SMI’s Advocacy Program
Actions To Date (cont):
7.

www.smisupplychain.com

8.


September, 2010
Follow-up email includes invitation to attend SMI
Fall 2010 Forum
CMS declines invitation
October, 2010
CMS contacts SMI, requests follow-up meeting
Second meeting scheduled for December in
Washington DC with leadership from CMS
Focus on our Fall Forum ’10
 SMI’s
Got Talent
www.smisupplychain.com
 Forum
Guests
 Special
 Agenda
Thanks
Forum Guests
www.smisupplychain.com
Collaborators
 Kris Russell – HPN
 Sarah Oaks – AHRMM
 Eric O’Daffer - AMR/Gartner
 Dewey Freeman – CIHL
 Manuel Rosetti, UARK
 Matt Rowan – HIDA
 Brad Pedrow – GS1 Healthcare
US
Guest Speakers
 Jamie Orlikoff – Orlikoff &
Associates
 Frank Trembulak - Geisinger
 Josh Feldstein –Marcom Group
International
 Christina Vernon - Cleveland
Clinic
 Lisa Molgren - UHS
Others
 Ed Correia – Correia &
Associates
 Michael Sykucki
Forum Guests


www.smisupplychain.com




Tom Nash – Ministry Health Care
David Hargraves – University of Pittsburgh
Medical Center
Mary Beth Lang – University of Pittsburgh
Medical Center
Larry Strauss – Boston Scientific
Pete Castagna –Fisher Healthcare
John Abele – Professional Hospital Supply
Special Thanks
www.smisupplychain.com
Member Forum Participants

Deborah Petretich Templeton – Geisinger
Health System

Brent Johnson – Intermountain Healthcare

Tony Johnson – Novant Health

Joe Sheil – Beth Israel Deaconess Medical
Center

John Cunningham – Universal Health
Services
Agenda – Day 1, November 10
8:00 – 8:30
Welcome – Tom Hughes, SMI
What‘s New at SMI?
8:30 – 10:00
Keynote ~ Futurist (Jamie Orlikoff)
10:00 – 10:30
Break
10:30 – 11:45
Taking on Reform – Frank Trembulak,
www.smisupplychain.com
Executive Vice President and COO & Deborah
Petretich Templeton, Vice President, Supply Chain
Services – Geisinger Health System
11:45 – 12:00
Strategic Discussion Rounds Overview
12:00 – 2:00 pm
Strategic Discussion Rounds – What can SMI do to
Help Members with the Challenges of Healthcare Reform?
2:00 – 3:15 pm
Value Based Purchasing: Health Economics IS a
Strategic Decision – Josh Feldstein
3:30 – 5:00 pm
Initiative/Project Breakout Sessions
Recall Management
Healthcare Supply Chain Uniqueness
Accountable Care Organizations
Comparative Effectiveness
SMI New Member Orientation
6:30 – 10:00 pm
Reception / Dinner
Agenda – Day 2, November 11
www.smisupplychain.com
6:45 – 7:45 am
8:00 – 9:30 am
Breakfast
SMI2U Breakout Sessions (choose one)
Green Initiatives – Christina Vernon, Senior Director, Sustainability and Environmental
Strategy, Cleveland Clinic
Developing Strategic Relationships - Brent Johnson, Vice President Supply Chain and
Imaging Services, Chief Purchasing Officer, Intermountain Healthcare
Leveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President, Chief
Supply Chain Officer, Novant Health
Sustaining Superior Cost Performance Across the Organization - Joe Sheil, Director
of Contracting, Beth Israel Deaconess Medical Center
A Clinically Integrated Supply Chain - John Cunningham, Vice President and Lisa
Molgren, Corporate Director, Universal Health Services
10:00 a – 12:00 p
10:00 – 11:00
General Session
Initiative/Project Updates
> Recall Management
> Healthcare Supply Chain Uniqueness
> Accountable Care Organizations
> Comparative Effectiveness
11:00 – 11:20
11:20 – 11:30
Recap of Strategic Discussion Rounds
Summation / Adjournment – Tom Hughes, SMI
Board Update
www.smisupplychain.com
Board Changes

Exiting Board Members
 Charlie Colpo, Owens & Minor
 Keith Kuchta, Kimberly-Clark
 Gary Wagner, The Methodist Hospital System

Incoming Board Members
 Keith Lohkamp, Lawson
 Carol Stone, C.R. Bard
 Deborah Petretich Templeton, Geisinger Health System

Executive Committee
 Chair – John Gaida, Texas Health Resources
 Treasurer – Steve Gundersen, BD
 Secretary – Jim Francis, Mayo Clinic
 Immediate Past Chair – Carl Manley, Sentara Healthcare
 Nominating Committee – Susan Schuette, Hill-Rom
 Membership – Armin Cline, Covidien
Strategic Discussion Rounds
Who is SMI?

Founded and driven by our members


Senior-level healthcare supply chain executives
www.smisupplychain.com


Non-profit corporation established in 2005
Representing providers and healthcare supply chain
industry partners including manufacturers and
distributors of medical/surgical supplies,
pharmaceuticals, major equipment, IT companies and
service providers
United by our vision to:



Influence positive change
Shape future directions
Advance the healthcare marketplace through internal
efficiencies and improvements
Vision and Mission

Vision:
United in shaping an improved, more efficient healthcare
supply chain
www.smisupplychain.com

Mission:

Convene innovative leaders within the healthcare industry

Create a neutral, balanced, developmental, and mutually
beneficial environment

Develop solutions through small, intimate work groups

Produce results that solve real industry problems

Work for the benefit of the entire healthcare supply chain
SMI Goals
www.smisupplychain.com
Create
opportunities
for the best
exchange of
innovative ideas
Understand
and
appreciate
risks
and
challenges
Introduce and
learn from
nonhealthcare
methods
Define and
develop
memberdriven
solutions
Deliver tangible
results and
demonstrate
improvement
Raise the bar for healthcare supply chain standards
What can SMI do about Healthcare Reform?
www.smisupplychain.com
Session Outline

Breakout discussion groups

2 hours

Provider & Industry Partners and
guests

Board member facilitators

What can SMI do to Help Members
with the Challenges of Healthcare
Reform?
SMI Uniqueness
Non-profit organization
 Board equally comprised of provider and
industry partners
 Committed to the industry at large - work for
the benefit of the entire healthcare supply
chain (not limited to members only)
 Provide SMI developed tools/outcomes to the
industry free of charge
 All members pay annual dues
 Convene select group of innovative leaders
and seasoned executives from within the
healthcare supply chain
www.smisupplychain.com

SMI Uniqueness

www.smisupplychain.com






Employ interactive meeting process with
blend of general sessions, roundtable
discussions, and small group work teams
Balance the needs of both providers and
suppliers
Afford all members a distinct voice
Committed to transformational change
Member dues are only source of revenue
Work teams are self-selected and selfdirected by members
Member speaker bureau (SMI2U)
SMI Uniqueness

www.smisupplychain.com





Produce solutions to real problems within the
industry
Collaborative effort between transactional
trading partners from the various segments of
the healthcare supply chain (providers,
manufacturers & distributors, and service
businesses)
Action-oriented Forums (not mere attendees)
Provide full transparency to membership
Recognize healthcare supply chain as a
competitive advantage
Provider and industry partners work together
to successfully lower expenses associated
with the healthcare supply chain
www.smisupplychain.com
Session Fundamentals

Remain targeted on SMI uniqueness
– our ability to make a difference

Focus on tools and solutions

Be engaged…think freely and openly

Focus on the “what”…not the how –
what impact can we have?

Suspend judgment until appropriate
Process Flow
Step 1
Brainstorm issues / challenges of healthcare reform on the supply chain
(20 – 30 minutes)
Step 2
Revisit each idea; is there something SMI might be able to do? yes / no
If yes, what?
(20 – 30 minutes)
www.smisupplychain.com
Step 3
Rank top 5
(5 – 10 minutes)
Step 4
For the top 5, determine:
- if it would fit within the SMI vision-mission-goals
- if it would be unique to SMI
(5 – 10 minutes)
Step 5
Recap sheet to Teri Gallagher
General Session Resumes at 2:00 pm
www.smisupplychain.com
Process Documentation
Process Timeline
12:15 – 12:30 Moderator Intro/Overview
12:30 – 1:00
Brainstorming - identify issues/challenges
www.smisupplychain.com
of reform on the supply chain
1:00 – 1:30
1:30 – 1:45
What can SMI do?
Rank Top 5
- fit within the SMI vision-mission-goals?
- be unique to SMI?
2:00 General Session Resumes
www.smisupplychain.com
Altogether…
Help ensure that SMI is THE
Healthcare Supply Chain place to be!
www.smisupplychain.com
Strategic Discussion
Rounds - Luncheon Sessions
 Group
A
Yellowtail A
(LL)
 Group
B
Yellowtail B
(LL)
 Group
C
Anemone
 Group
D
Labrid
 Group
E
Damselfish
 Group
F
Fantail
(L2)
(L2)
(L2)
(L2)
Breakout Sessions
1. Product Recall
2. Uniqueness/Differences
3. Accountable Care
Organizations
4. Comparative Effectiveness
5. SMI Orientation
Product Recall Initiative
Team Leader :
Steve Huckabaa, Kettering Health Network
www.smisupplychain.com



Spring 2010 : FDA proposed creation of a
joint workgroup of SMI, FDA, and HL7
professionals to explore/design the UDI
database’s potential to address recall
notification content and speed issues.
TODAY: Team completing standard
template for notifications and will move to
adoption.
Future FDA collaboration is hoped for.
Industry Uniqueness/Differences
Team Leaders:
1.
2.
Refined initiative scope and mission
 Prioritized supply chain focus areas
 Methodology via structured interviews
 CIHL “retail” project heavily engaged
 TODAY: Working to finalize interview
questions and to establish healthcare
baseline
 Help is needed to engage with other industry
supply chain professionals

www.smisupplychain.com
Rosalind Parkinson, OSUMC
Keith Johnson, Coloplast
Accountable Care
Organizations Initiative
NEW
Team Leader:
 Deborah
Templeton, Geisinger Health
 Industry Partner leader to be determined


www.smisupplychain.com



Will launch via breakout session
Voted by SMI membership
Approach here is to keep SMI and its
members at forefront of reform changes to
the industry
External expertise to be sought
Could result in multiple updates to members
and the industry.
Comparative Effectiveness
Initiative
NEW
Team Leader:
 John
Cunningham, Universal Health Services
 Industry Partner leader to be determined


www.smisupplychain.com



Will launch via breakout session
Voted by SMI membership
Approach here is to keep SMI and its
members at forefront of reform changes
External expertise to be sought
Could result in multiple updates to members
and the industry.
SMI Orientation
NEW
Designed for New members
 All about SMI

History
 Mission, Vision
 Governance
 How We Operate
 Collaborators
 Accomplishments
 Member Engagement
 SMI2U
www.smisupplychain.com

Breakout Sessions

Recall Management
Labrid, level 2

Healthcare Supply Chain Uniqueness
Anemone, level 2
www.smisupplychain.com

Comparative Effectiveness
Fantail, level 2

Accountable Care Organizations
Damselfish, level 2

SMI Orientation
Yellowtail B, lobby level
Thursday Morning
8:00 – 9:30 am
www.smisupplychain.com
Breakfast in Oceans 5, lobby level, back
6:45 – 7:45 am

Green Initiatives – Christina Vernon, Senior Director, Sustainability and
Environmental Strategy, Cleveland Clinic
Labrid, lobby level, back

Developing Strategic Relationships - Brent Johnson, Vice President Supply
Chain and Imaging Services, Chief Purchasing Officer, Intermountain
Healthcare
Oceans 1, lobby level, back

Leveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President,
Chief Supply Chain Officer, Novant Health
Oceans 3, lobby level, back

Sustaining Superior Cost Performance Across the Organization - Joe Sheil,
Director of Contracting, Beth Israel Deaconess Medical Center
Oceans 4, lobby level, back

A Clinically Integrated Supply Chain - John Cunningham, Vice President and
Lisa Molgren, Corporate Director, Universal Health Services
Oceans 2, lobby level, back
General Session – 10:00 am
Project Updates
and
Initiative Breakout
Sessions
SMI Web Site Update
Key Statistics
www.smisupplychain.com continues to serve as
key resource for our industry.
www.smisupplychain.com
Volumes by Month
SMI Web Site Update
Key Statistics
www.smisupplychain.com
www.smisupplychain.com
24 downloadable
resources are
now available at
no charge on the
web site.
3
2
2
2
1
3
2
2
4
2
1
Connection From
Direct/Bookmark
71.60%
Search Engines
23.40%
Collaborators/Others*
4.80%
*(GHX, AHRMM, others)
Country Breakdown - October 2010
USA
76%
Unknown
11%
Canada
5%
Europe
1%
Greece
1%
Japan
1%
Others
5%
SMI Web Site Update
Primary Distribution Vehicle
www.smisupplychain.com
2977
SMI Tools and Solutions
distributed since June 2008
Who will
be the.
3000th ?
GS1 Healthcare US and
SMI and Data Standards
Data Standards
www.smisupplychain.com

SMI is an
official GS1
Healthcare
US Advocate
SMI and Data Standards
GLN
Readiness Feedback Project
www.smisupplychain.com
•All SMI members received request for participation in June 2010.
•Feedback via structured phone interview by KAS Consulting.
•Participation was 72 of 86 (84%) SMI members.
53
SMI and Data Standards
Question: Will you meet/have you met the
sunrise date for GLNs of Dec. 31, 2010?
www.smisupplychain.com
Two out of three members surveyed reported that
they will meet the sunrise date for GLN, December
31, 2010.
54
SMI GLN Implementation
SMI and Data Standards
Workshop



Response to member feedback project.
Focus is on the details of “how-to”
Organized into three sections:
1.
2.
www.smisupplychain.com
3.


Enumeration
Transactions (MMIS companies)
Hands-On/Ask The Experts
No registration fee. Attendees pay own travel.
Faculty from:
OSUMC
Sisters of Mercy/ROi
O&M Inc.
Lawson
McKesson
Peoplesoft
GHX
GS1 US
SAP
Industry-Wide GLN SMI and Data Standards
Implementation Workshop


www.smisupplychain.com


Partnership between SMI, AHRMM, and
GS1 US Healthcare.
SMI session acting as pilot
Objective is “mass adoption”
Planning currently underway:
1.
2.
3.
March 2011 is one target. Possibly others.
Central USA location – Dallas or Chicago,
Will include MMIS experts and handson/Ask The Experts emphasis
Breakout Sessions
1. Product Recall
2. Uniqueness/Differences
3. Accountable Care
Organizations
4. Comparative Effectiveness
5. SMI Orientation
Initiative Update
Product Recall Initiative
Team Leader :
Steve Huckabaa, Kettering Health Network
www.smisupplychain.com



Spring 2010 : FDA proposed creation of a
joint workgroup of SMI, FDA, and HL7
professionals to explore/design the UDI
database’s potential to address recall
notification content and speed issues.
TODAY: Team completing standard
template for notifications and will move to
adoption.
Future FDA collaboration is hoped for.
Initiative Update
Industry Uniqueness/Differences Initiative
Team Leaders:
1.
2.
Refined initiative scope and mission
 Prioritized supply chain focus areas
 Methodology via structured interviews
 CIHL “retail” project heavily engaged
 TODAY: Working to finalize interview
questions and to establish healthcare
baseline
 Help is needed to engage with other industry
supply chain professionals

www.smisupplychain.com
Rosalind Parkinson, OSUMC
Keith Johnson, Coloplast
New Initiative
NEW
Accountable Care Organizations Initiative
Team Leader:
 Deborah
Templeton, Geisinger Health
 Industry Partner leader to be determined

www.smisupplychain.com




Will launch via breakout session
Voted by SMI membership
Approach here is to keep SMI and its
members at forefront of reform changes to
the industry
External expertise to be sought
Could result in multiple updates to members
and the industry.
New Initiative
NEW
Comparative Effectiveness Initiative
Team Leader:
 John
Cunningham, Universal Health Services
 Industry Partner leader to be determined

www.smisupplychain.com




Will launch via breakout session
Voted by SMI membership
Approach here is to keep SMI and its
members at forefront of reform changes
External expertise to be sought
Could result in multiple updates to members
and the industry.
SMI Orientation
NEW
Designed for New members
 All about SMI

History
 Mission, Vision
 Governance
 How We Operate
 Collaborators
 Accomplishments
 Member Engagement
 SMI2U
www.smisupplychain.com

Project Updates
and
Initiative Breakout
Sessions
SMI Web Site Update
Key Statistics
www.smisupplychain.com continues to serve as
key resource for our industry.
www.smisupplychain.com
Volumes by Month
SMI Web Site Update
Key Statistics
www.smisupplychain.com
www.smisupplychain.com
24 downloadable
resources are
now available at
no charge on the
web site.
3
2
2
2
1
3
2
2
4
2
1
Connection From
Direct/Bookmark
71.60%
Search Engines
23.40%
Collaborators/Others*
4.80%
*(GHX, AHRMM, others)
Country Breakdown - October 2010
USA
76%
Unknown
11%
Canada
5%
Europe
1%
Greece
1%
Japan
1%
Others
5%
SMI Web Site Update
Primary Distribution Vehicle
www.smisupplychain.com
2977
SMI Tools and Solutions
distributed since June 2008
Who will
be the.
3000th ?
GS1 Healthcare US and
SMI and Data Standards
Data Standards
www.smisupplychain.com

SMI is an
official GS1
Healthcare
US Advocate
SMI and Data Standards
GLN
Readiness Feedback Project
www.smisupplychain.com
•All SMI members received request for participation in June 2010.
•Feedback via structured phone interview by KAS Consulting.
•Participation was 72 of 86 (84%) SMI members.
68
SMI and Data Standards
Question: Will you meet/have you met the
sunrise date for GLNs of Dec. 31, 2010?
www.smisupplychain.com
Two out of three members surveyed reported that
they will meet the sunrise date for GLN, December
31, 2010.
69
SMI GLN Implementation
SMI and Data Standards
Workshop



Response to member feedback project.
Focus is on the details of “how-to”
Organized into three sections:
1.
2.
www.smisupplychain.com
3.


Enumeration
Transactions (MMIS companies)
Hands-On/Ask The Experts
No registration fee. Attendees pay own travel.
Faculty from:
OSUMC
Sisters of Mercy/ROi
O&M Inc.
Lawson
McKesson
Peoplesoft
GHX
GS1 US
SAP
Industry-Wide GLN SMI and Data Standards
Implementation Workshop


www.smisupplychain.com


Partnership between SMI, AHRMM, and
GS1 US Healthcare.
SMI session acting as pilot
Objective is “mass adoption”
Planning currently underway:
1.
2.
3.
March 2011 is one target. Possibly others.
Central USA location – Dallas or Chicago,
Will include MMIS experts and handson/Ask The Experts emphasis
Future Forums
www.smisupplychain.com
2011
May 10-12
Dallas
November 8 – 10
Orlando
2012
May 15 – 17
Dallas
November 6 – 8
Phoenix
www.smisupplychain.com
Summation

Please complete your evaluation and turn it in
as you exit, or leave it on the table – your
feedback is important to us!

Future Forums
 May 10-12, 2011 in Dallas
 November 8-10, 2011 in Orlando
 May 15-17, 2012 in Dallas
 November 6-8, 2012 in Phoenix

Comments / Questions?