BUSINESS INTELLIGENCE (BI) IN HEALTHCARE Wisconsin HIMSS – December 11th, 2013 Presented By: Rich Temple, National Practice Director, Beacon Partners Kevin Underwood, Manager of Enterprise Reporting, Aurora Health Care Agenda for Tonight’s Presentation • What is BI? • What makes healthcare unique as it relates to BI? • How can healthcare organizations derive real ROI from BI investments? • Aurora Health Care’s experience with BI and where it is looking to go in the future • People, process, and governance – key building blocks to success with BI • Questions / discussion BI: Definition from www.businessdictionary.com from en.wikipedia.com BI in Healthcare – What Makes It Different? • Healthcare is slow to embrace new technology, in general • Many disparate systems across different niches of the healthcare system that need to be “normalized” (departmental, financial, supply chain, clinical, quality, revenue cycle, hospital, physician, HIE, etc.) • Many different nomenclatures and coding structures • No easy common identifier for individuals (patients) • Different variables can impact one another in unique ways ̵ Example: medications and allergies, this sort of contraindication is not nearly as pervasive, if present at all, in other industries Why The Particular Interest Now? • Providers having to do more with less ̵ Affordable Care Act (ACA) reimbursement carrots and sticks ̵ Value-Based Purchasing (VBP) ̵ Tighter enforcement of regulatory mandates • New healthcare business models eating into traditional sources of revenue ̵ ACOs ̵ Bundled payment ̵ Penalties for sub-par quality or excess re-admissions Areas of Tangible ROI Utilizing BI • • • • • Cash collection tracking and trending productivity and staffing • Denials management • Optimize Coordination of care, case Correlate quality, complications, and • DNFB management management., physician profiling) multiple operational • toArray revenue tools • of Tracking qualitytracking indicators and • readmissions ACO/PCMH/CQM reporting – cycle variables • Implementing costbottom reduction financial line strategies for possible detailed dive and targeted Identify patient (including flow chokepoints that cost unit ofPCMHs, service costs and or ACOs, acquisitions, interventions money and decrease patient particular cost outliers and units and collaborations • you Population management (e.g.,reducing wait intocare physicians these outliers) • Coordination - clinical • satsifaction Readmissions within 30contributing daystimes and of EDreturns and ancillary areas) administrative overhead resource utilization, physician to• theReducing ED within two days in on late OR starts or underutilized • Overall supply chain management (unit profiling, LOS tracking • Zero Infections surgical time blocks costs,• inventory group Service management, line management purchasing) 6 AURORA HEALTH CARE’S BI JOURNEY Who is Aurora Health Care • Aurora Health Care is an integrated not-for-profit health care provider serving communities throughout eastern Wisconsin and northern Illinois. • 15 Hospitals • 159 Clinics • 70 Retail Pharmacies • Lab • Home care • 30,000 employees (1500 employed physicians) • 1.2 million unique patients a year • 93,000 IP Adult Discharges • 6 million patient visits • $4B+ annual revenue Aurora IT • Recently completed a 3 year rollout of Epic EHR system wide • Previously used Cerner EHR for 10+ years • 14 Hospitals at HIMSS EMRAM Stage 6 • Aurora Pyschiatric Hospital is not eligible • Most Wired Hospitals Award winner for 10 straight years • Recently redesigned Patient Portal • Multiple years into Meaningful Use Attestation • 700+ IT Employees Aurora BI – Where We Are • Multiple IT Teams Managing Data • Multiple Tools / Access Points to Data • Struggle with Data Governance – Managed by Multiple Parties • Lack of Self Service Options / High Demand for Data • High Number of Distributed Reports / Often Duplicating Data Aurora BI – The Good • Recent Successes: • AIM (Aurora Information Management) system • Aurora Daily Flash – Standardization • Aurora Report Steering Committee • Core Reporting Aurora BI – Struggles (Industry) • Industry Struggles • Healthcare Spending on IT • Slow Adoption • Lower by Percentage of Revenue than Most Private Industries • Focused on EHR Spending (Meaningful Use) • Reduced Reimbursement Rates / Cost Cutting • ROI - Difficult to Calculate Early / Guarantee • Complexity of Data • Patient Data (Labs/Vitals/Problems/Previous Diagnosis) • Standards / Definitions • ICD-9 (10), LOINC, SNOMED, etc… exist • Meaningful Use Aurora BI – Struggles (Internal) • Aurora Standards • Large System – Fast Growth • Diverse System (Hospital Size, Locations) • Changes in IT Leadership • Focus on Infrastructure / Technology • Changes in EHR systems • Business Focus • Executive Leadership / Sponsorship • Difficulty in Prioritization / Changing Focus • Business Commitment Needed (High) Aurora – Where We are Going • Technologies / Platforms Change – Fundamentals Do Not • Single Reporting Steering Committee • Provide Executive Sponsorship • Define Vision • Data Governance • Collaboration and Cooperation Across IT • Standardization • Core Reports to Drive Business • Self Service Data – In a Controlled Format Where Healthcare BI is Going • Population Management / ACO • Cost Reduction / Responsible Use of Resources • Disease Management / Treatment and Outcome • Meaningful Use • Research PEOPLE, PROCESS AND GOVERANCE Key Building Blocks to BI Success Enterprise – Wide Vision Lay Groundwork for Success Immediately • Leadership comes together to identify organization-wide vision • Identify benefits to the organization • Need for detailed data to survive and thrive • Unambiguous data sources of truth • Commit the time and resources necessary to ensure success • Identify non-IT project sponsors • Begin process of identifying subject-area workgroups to help identify needs and explore ideal BI solutions. Start Messaging Campaign on Day One • Communicate, communicate, • • • • communicate… to EVERYBODY Commitment to soliciting feedback from EVERYBODY at all steps in the process Reinforce that BI is now an essential component of long-term survival for the organization BI is not “Big Brother” – but rather a way to allow everyone to achieve clinical and financial excellence Engage leadership in ongoing report-outs, town halls and ongoing electronic communications • Use Marketing as a major tool to accomplish this Engage Stakeholders Directly • Interview both leaders and line staff • Ask about current-state pain points and perceived needs to optimally perform tasks • Partner operational leadership, IT staff and analytics staff so that communication challenges can be bridged immediately • Consciously seek to build enthusiasm and involvement among all stakeholders • You want all stakeholders to feel as though it is their system and they have a stake in its success Address Basic BI Concepts from Day One • Data governance • Who owns what data and how is it to be rendered • Duplicative, potentially conflicting data across multiple systems • Data validation / normalization • Data visualization • Begin the process of identifying and prioritizing BI “use cases” (“roadmapping”) Developing an Enterprise BI Roadmap • Provide the resources to design, build, validate, deploy, and maintain the BI infrastructure • Establish a formal governance structure for the project • Assurance that workflows across the enterprise are restructured to fully utilize the new BI tools • Leadership meetings should have the BI tools as their agreed-upon basis for metrics • Be prepared to embark on true organizational transformation to have meetings and accountability be based on agreed-upon data points from the BI tool High-Level Education on BI Concepts • Customized dashboards • Access rights • Drill-downs • Data governance • Filters • Data validation/normalization • Alerts • Trending over time • Scorecards • Benchmarks • Predictive modeling • Textual searching and analyses Engage Stakeholders Directly Putting the Pieces Together • Steering Committee to review information gleaned from • • • • • • the discovery process Roadmap to be driven by specific end-user use cases Based on need and technical challenge, prioritize when use cases will be deployed and offer modifications as needed Process in place where alternate suggestions can be offered Governance structure that can review and sign off on the BI Roadmap PITCH THE BI ROADMAP to the entire organization Offer opportunities for last-minute revision based on enduser feedback Final Thought • NOT an IT project!!! • IT does play a major role in deploying and maintaining, but the project must be sponsored and overseen at the highest (non-IT) levels of the organization • Make sure all necessary staff is dedicated to this effort • Solicit input aggressively but take a hard line that people have to use the system when it is fully ready for deployment DIALOGUE / Q & A Thank You Rich Temple, National Practice Director, Beacon Partners rtemple@beaconpartners.com Kevin Underwood, Manager of Enterprise Reporting, Aurora Health Care Kevin.underwood@aurora.org