Phreesia
The Leader in Patient Check-in
Enterprise Implementation Approach
Texas Tech University Medical Center
October 27, 2015
Agenda
I.
II.
III.
IV.
Team Introductions
Product Demonstration
Project Scope
Phreesia’s Implementation
Approach
V. Proposed Timeline
VI. Keys to Success
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Team Introductions
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TTU Team
• 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
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TTU Team
• Practice Administrators:
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Dermatology
Ophthalmology
Neurology
Internal Medicine
OB/GYN
Urology
Family Medicine
Surgery
Orthopaedic Surgery
Kathleen McPherson
Sandra Owen
Evelyn Silvas
Lindsey Tubbs
Juanita Minnick
Bowie McGinnis
Juli McCauley
Matt Driskill
Abby McEwen
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Phreesia/EHRis Team
• 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
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Product Demonstration
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Project Scope
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Overview of 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!
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TTU’s Objectives
• 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”
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Phreesia’s Implementation Approach
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The Phreesia Way
Our team of experts is with you every step of
the way!
• 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
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Phreesia’s Approach
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
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Optimization
✓ Fine-tune workflow
✓ ROI
✓ Provide onsite & Remote
Support
✓ Transition to dedicated
Account Manager
Training Approach
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
Expectations
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Execute
Training
Measure User
Competency
Project Timeline
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TTU Project Timeline
Draft Timeline (Aggressive)
Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
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)
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Keys to Success
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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
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Thank You!
Leading healthcare organizations choose Phreesia.
Your patients expect a seamless, automated experience from other
industries. Why should your front office be any different?
Increase cash
flow
Save staff time
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Maximize patient
engagement