Bruce Lieberthal, Vice-President and General Manager 1 Welcome: MicroMD User Conference 2014 Theme: Learn + Connect • We’re 100% dedicated to your success Success in a sea of regulatory change • Creating a great customer experience • eSERVICES from MicroMD, Partners "Some men see things as they are and say why? I dream things that never were and say why not?" ― George Bernard Shaw, Robert F. Kennedy 2 Our Parent Company: Henry Schein, Inc. History and Vision • Started 82 years ago by Henry Schein, NYC pharmacist • Today: Largest global distributor of medical, dental and companion animal health products and services to office-based practitioners • Dedicated to providing virtually everything doctors need and helping them build their practices while expanding access to care. Size and Breadth • 400 divisions in 190 countries; Global sales ~$10B • #296 on Fortune 500; #89 on Barron’s 500; Member of NASDAQ 100 ® • #1 in Fortune’s Worlds Most Admired Company in Healthcare • #1 in its industry in social responsibility, global competitiveness • Ranked by Ethisphere as one of the World’s Most Ethical Companies Organization • 3 Global Verticals (Medical, Dental, Animal Health) + Global Technology, including Global Practice Solutions. • MicroMD: The medical software PM, EMR and technology services division reporting to our Global Practice Solutions vertical. “I'm a success today because I had a friend who believed in me and I didn't have the heart to let him down.” ― Abraham Lincoln 3 Drivers MicroMD: Laser-focused on What Matters To You Key Initiatives for 2014… • Pervades all we do • Brings us closer • Better products & services • Profitability • Connectivity • Integrated Product • Quality • Innovation • Industry Requirements Customer Service eSERVICES • • • • Voice of Customer Access Response Quality Flexibility "Your attitude, not your aptitude, will determine your altitude." ― Zig Ziglar 4 Client Experience Project Optimizing Our Approach To You Improve your satisfaction with us, our products/services Improve your clinical and business success: Higher revenues, lower costs, stress Focus on “Big Rocks” Product, Client Services, Sales, Marketing/Messaging The single most important thing to remember about any enterprise is that there are no results inside its walls. The result of a business is a satisfied customer." ― Peter Drucker 5 Client Experience Project: Client Services Access / Quality / Infrastructure Metrics 1 • Visibility to KPIs • Improving quality 2 3 Phone, Comm. Tech. • Installed 11/2013; • Improves access, flexibility Tighter Processes • Interdepartmental comm. • Escalation Protocols • Etc. "Insanity: doing the same thing over and over again and expecting different results." ― Albert Einstein 6 Client Experience Project: Client Services Modern new telecommunications systems and software Enables us to understand, adjust to peaks/valleys, team performance Systems Optimizes call center’s ability to get to you faster Provides us with RT, other metrics on queue time, abandon rate, first-call close, etc. "There cannot be a crisis next week. My schedule is already full." ― Henry Kissinger 7 Client Experience Project: Client Services "There cannot be a crisis next week. My schedule is already full." ― Henry Kissinger 8 Client Experience Project: Client Services Tighter, faster communications between support, other departments, external organizations. Sensitize management by mandating: • Visits to customers • Listening to calls Processes Processes to escalate critical issues Daily review meetings Team Training, accountability Daily management reviews of all open tickets "Coming together is a beginning. Keeping together is progress. Working together is success." - Henry Ford 9 Client Experience Project: Technology • Monthly releases to Release eradicate defects 9.0.4 Maintenance Release • Deep “scrubbing” of • Regularly scheduled maintenance release all MicroMD technology 9.0.5 Maintenance Release • Regularly scheduled maintenance release • Development, QA Development team processes that 9.0.6 Maintenance Release QA ensure• quality Release focused on some regulatory requirements • 2014 UDS requirements • Certified coder Surescripts involved in• v.10 tests Formulary and Benefit version update • Additions to Women’s Health Module 10.x.x Major Release • • • Release Date 4/24/2014 6/26/2014 •Focus on user requests, optimizing 8/19/2014 workflow • eSERVICES, regulatory changes • Streamlined custom reporting/interface processes 12/17/2014 ICD-10 Critical usability and workflow enhancements Performance enhancements TBD 2015 11.x.x Major Release "For changes to be of any true value, they've got to be lasting and consistent." ― Tony Robbins 10 Client Experience Project: Technology • Expanding Cloud offerings to ease your upgrades • Assistance upgrading Hardware/network, when needed IT •Self-service Cloud services: Unlock account, PW reset Register at MicroMDCloud.com • Expanded, faster network and IT assistance when you call support. Computers are like Old Testament gods; lots of rules and no mercy. ― Joseph Campbell 11 MicroMD Cloud-Based PM + EMR Hosting: Keep the Software, Lose the Hassle, Lower Cost • One affordable price / month for software and all services 2 1 3 Software runs on our servers alleviates hardware upgrades/maintena nce/Set-up/Security When MicroMD changes, we just update our servers • 24x7x365 secure, HIPAA-compliant, anytime, anywhere access • Complete disaster recovery Upgrades Hardware Access The day I made that statement, about the inventing the Internet, I was tired because I'd been up all night inventing the Camcorder. ― Al Gore 12 Client Experience Project: Sales, Finance Simpler, streamlined pricing, order processes Restructuring of sales team under new management Sales • Single monthly bill • Flexible auto and online payment options • eSERVICES, bundles optimize your practice • Account management services. "A nickel ain't worth a dime anymore." ― Yogi Berra 13 Client Experience Project: Sales, Finance Monthly Recurring Charges: One Consolidated Invoice Support Billed Monthly Saves You Money •1% support discount – CC auto-pay •2% support discount – ACH auto-pay •Register at: MicroMD.com/Help You don't get paid for the hour. You get paid for the value you bring to the hour. ― Jim Rohn 14 Client Experience Project: Training • MU Training Program Bundle: Training, services, attestation assistance • In-Program (“snippet”) Videos • MicroMD Lounge Tutorials (MicroMD.net) Training • ICD-10 Transition Services • Flexible Training Services: On-site, Internet, At MicroMD Recently, I was asked if I was going to fire an employee who made a mistake that cost the company $600,000. No, I replied, I just spent $600,000 training him. Why would I want somebody to hire his experience?” ― Thomas Watson, IBM 15 Client Services: ICD-10 Transition Services •Bottom Line: • We’re ready; Gov’t. is not • v.10 will be held: • Adding features, focus on user requests • Services ready include: • ICD-10-ready PM + EMR software (v.10) • Web + in-person ICD-10 education sessions • PM + EMR software training programs • PM + EMR documentation, video tutorials + self help tools • MicroMD Upgrade Team • MicroMD Transition Guide Politics is supposed to be the second oldest profession. I have come to realize that it bears a very close resemblance to the first. — Ronald Reagan 16 Client Services: ICD-10 Transition Services • Our Recommendations: • DON’T STOP – Stay on your upgrade path • Rework your transition plans with the new date (10/1/15?) in mind • Make sure we have your e-mail address for ICD-10 Operational Communications (Stop by eSERVICES booth) • This User Conference: • Will still provide focus on ICD-10 transition • We’re here to answer your questions and help guide you Perseverance is the hard work you do after you get tired of doing the hard work you already did. ― Newt Gingrich 17 Client Services: ICD-10 Transition Services • Documents, guides, communications • Training, webinars, 3rd-party tools • Educational Sessions - Best practices for your practice outside of the program - Includes workflow changes, documentation audits and preparation of new protocols) • PM/EMR Live Webinars - In depth look into MicroMD changes to support ICD-10 - How to transition current codes, templates, etc. Spectacular achievement is always preceded by unspectacular preparation. ― Robert H. Schuller 18 Client Services: ICD-10 Transition Services ICD-10 Transition Guide Step-by-step guidance on ICD-10 milestones to prepare your administrative, billing and clinical staff for the transition with MicroMD. • • • • What to plan for Timing guidance Contacts Resources + tools Will be updated with new ICD-10 deadlines and available on the MicroMD Lounge for clients continuing to work on their transition plans: ICD-10 Resources folder “It's hard for me to get used to these changing times. I can remember when the air was clean and sex was dirty.” ― George Burns 19 Client Experience Project: Marketing, PM Regular client surveys • Provides us needed feedback on our products and services Usability and workflow studies and recommendations Marketing PM Communications: • Alerts, web updates, regulatory • eSERVICES promotions Voice of Customer: • MyVoice • Advisory Board • Cross-team meetings • Visiting customers "Don’t try to tell the customer what he wants. If you want to be smart, be smart in the shower. Then get out, go to work and serve the customer!" ― Gene Buckley, Sikorsky Aircraft 20 Client Experience Project: Marketing, PM Customer Insights + Transparency Better Solutions 01. MyVoice for MicroMD www.micromd.uservoice.com 03. Advisory Board Your colleagues advise us on priorities, workflow, Etc. 02. User Group Meeting Interaction between you and our team We see our customers as invited guests to a party, and we are the hosts. It's our job every day to make every important aspect of the customer experience a little bit better. ― Jeff Bezos, CEO of Amazon 21 Client Experience Project: eSERVICES Cloud-based clinical and business technologies from MicroMD and handpicked partners. Tightly woven into MicroMD and each other. Provide important extended solutions integrated into your workflow improving patient care and profitability. “Just as energy is the basis of life itself, and ideas the source of innovation, so is innovation the vital spark of all human change, improvement and progress” ― Ted Levitt 22 Client Experience Project: eSERVICES AutoRemind Integrated SMS (text), email, voice reminders MicroMD ePayments Credit/Debit card services Also integrated with portal and e-Statements Demandforce Integrated webbased reputation management, marketing, communications “Never before in history has innovation offered promise of so much to so many in so short a time.” ― Bill Gates 23 Client Experience Project: eSERVICES MedicScan Easy, convenient OCR scanning of patient identification directly into MicroMD. InterFAX Web-based sending, receiving of Fax transmissions integrated into MicroMD. MicroMD eStatements Integrated print + electronic statement processing, delivery; integrated with ePayments; number of valuable related services There are no dreams too large, no innovation unimaginable and no frontiers beyond our reach. ― John S. Herrington 24 Client Experience Project: eSERVICES Topaz eSignature Electronic signature capture integrated into MicroMD EMR Secure Chart Patient portal fully integrated into MicroMD EMR Features 2-way patient-topractice communications Transworld Systems Integrated Collections and Pre-Collections services “The main thing is to keep the main thing the main thing.” ― Stephen Covey 25 Client Experience Project: eSERVICES dashboardMD Excellent, easy to read but sophisticated, colorful dashboard with benchmarking and analytics reporting integrated into MicroMD. Medbank Websites Robust, yet easily customizable websites, including patient education components and information about your practice and specialty PDR Network FREE Real-time medication information, drug interactions, drug alerts integrated into MicroMD EMR’s electronic prescription services We must become the change we want to see. ― Mahatma Ghandi 26 Client Experience Project: eSERVICES Surescripts eRx The premier electronic prescription service integrated into MicroMD EMR. Includes RxHub and connectivity to almost all US pharmacies. Surescripts Clinical Interoperability Network HIE interoperability Hub fully integrated with MicroMD EMR Dragon Medical Practice Edition The premier voice-to-text engine with sophisticated, yet easy-tomanage dictation to MicroMD EMR MicroMD eBackup Safe, fast, reliable, secure, HIPAAcompliant cloud-based backup. Innovation distinguishes between a leader and a follower. ― Steve Jobs 27 Client Experience Project: eSERVICES Claims, Eligibility, ERAs, more… Practice Insight One of MicroMD’s 4 preferred EDI partners ECP One of MicroMD’s 4 preferred EDI partners Availity (RealMed) One of MicroMD’s preferred EDI partners A leader is one who knows the way, goes the way, and shows the way. ― John C. Maxwell Gateway EDI One of MicroMD’s 4 preferred EDI partners 28 Client Experience Project: eSERVICES User Conference Exclusive eSERVICES purchased at this User Conference each come with a: $50 support credit Fine Print: Hardware purchases (scanners, etc. are excluded) “I have not failed. I've just found 10,000 ways that won't work.” ― Thomas Edison 29 Client Experience Project: eSERVICES Flexible, Valuable, Customizable Theme-based packaging of valuable services • Business Success • Online Success •MU Bundle •Accessories Much more than just upgrades and support. • Silver • Gold • Platinum • Diamond “A lot of times when a package says Open Other End, I purposely open the end where it says that” ― George Carlin 30 Client Experience Project: eSERVICES MicroMD + MDeverywhere: A comprehensive PM + EMR + RCM + Credentialing Solution + The Solution adds RCM + Credentialing services to MicroMD "Once you say you're going to settle for second, that's what happens to you in life." ― John F. Kennedy Drastically lower cost, higher and faster PAID CLAIMS 31 Client Experience Project: eSERVICES + Free Practice Assessment Henry Schein MicroMD and MDeverywhere have teamed up to offer MicroMD clients complimentary practice assessment services from MDeverywhere. Visit MDeverywhere Booth 2 to schedule your assessment or get more details. 32 Henry Schein MicroMD Management Team Kristen Heffernan Director Product Management and Marketing Heather Ansell National Director of Sales Glen Hall Finance Manager Carrie Ambrose Manager Client Services Heather Clevinger Manager Product Management Shawn Kelley Manager IT Services Tina Prestas Manager Product Development and Quality Assurance Steven Klis - Group President, Global Practice Solutions, Henry Schein Corporate (New York) • Henry Schein MicroMD team members throughout the conference center • If there is something that we can do to make your time with us more comfortable, just ask one of us and we’ll be happy to help. 33 Thank You Exhibitors PLATINUM EXHIBITOR GOLD EXHIBITOR ADDITIONAL EXHIBITORS • • • • • • • • • AutoRemind MedicScan by Card Scanning Solutions dashboardMD Demandforce ECP Trizetto Provider Solutions MedBank Websites MDeverywhere Availity 34 Thank You Conference Sponsors Thank you for sponsoring the MicroMD Lab Thank you for sponsoring Lunch 35 Our Time Together… • Thank you again for coming • The MicroMD team is happy and proud to be your partner. • We’re excited to tell you about all that is new… • We hope that you will enjoy our agenda of breakout sessions and learn something that you didn’t know before. • We’re excited to hear about your challenges and how we can evolve our company, products and services to serve you better. 36 Q & A time ”Today you are you! That is truer than true! There is no one alive who is you-er than you!" ― Dr. Seuss 37 Bill Davidson 38 Here from the beginning Bill Davidson started in April 1992 under the former Microsys name. Bill is one of the original employees hired by founder Ajit Kumar. Starting as the first Sales Representative, Bill has also held the positions of ‘Demo Dog’ and the go to person for special upgrades and lead generation. During his 22 year career he has been an integral part of the Sales team. 39 Bill the Volunteer • During his tenure at Henry Schein Bill has been a volunteer for Henry Schein’s Relay for Life team. With his assistance and that of others over $10,000 was raised in 2013. 40 We will miss his morning greeting and smile 41 Appreciating Bill Davidson • • • • From: "Prestas, Tina" <Tina.Prestas@henryschein.com> Date: April 9, 2014 at 4:53:10 PM EDT To: "Spinelli, Linda" <Linda.Spinelli@henryschein.com> Subject: RE: Confidential- Bill Davidson • My Bill story… • • If it wasn’t for Bill I would not be a Henry Schein employee. I was working in sales at Circuit City and had applied for a position at Microsys Computing, Inc., back when they did business sales. Bill came to secret shop me to investigate my sales skills by pretending he was interested in purchasing a camcorder. Although I did not make that sale, I apparently did a good job impressing him because I was offered the position at Microsys Computing all those years ago. I quickly moved from business sales into a software development position, which is what I was going to school for. I exited the company on a short hiatus and returned to Henry Schein a few years back. Upon my return I told Bill this story and he chuckled and had completely forgotten this had ever happened. I want to say thanks Bill for making me a part of this team and I wish him well on this new chapter of his life. 42 Appreciating Bill Davidson • From: Tasker, Celeste Sent: Thursday, April 10, 2014 12:54 PM To: Spinelli, Linda Subject: Bill story • • Bill sold MicroMD to a client of ours. The client said she told that she didn’t need to use her mouse, she could put it in the drawer. When I went to train this client and ask her where her mouse was, she told me it was in her drawer. I asked her to take it out and she said Bill told her to put it in the drawer because she wouldn’t need it. I had to laugh and tell her that a lot of MicroMD functionality was keyboard driven but she still needed her mouse for some tasks. The lady got mad at Bill for telling them that and it has been a joke between he and I for years 43