© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 1
TM
Performance Improvement Overview &
System Training
D...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 2
TM
Learning Objectives
• onFocus Value Proposition
• Sy...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 3
TM
The OnFocus Value Proposition
OnFocus helps provider...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 4
TM
Integration and Automation Drive Better Results
Prov...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 5
TM
onFocus Hardwires Execution Success
onFocus integrat...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 6
TM
Key Terminology
• Goals are the critical strategic p...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 7
TM
Key Terminology (Cont.)
• KPIs document the progress...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 8
TM
Login Screen
Gives the User options to retrieve thei...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 9
TM
Forgot Password
Upon submission, the user will recei...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 10
TM
Help & Support Tab
Gives the User ability to change...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 11
TM
Plans Include Multiple Tracking Levels
The Plan sec...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 12
TM
Sample of Scored Plan
Efficient view of action plan...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 13
TM
Scoring an Action Step – “My Plans” View
Users are ...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 14
TM
Creating An Action Step
Selecting the Add button wi...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 15
TM
Note Icons
The Note Icon indicates a Note is attach...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 16
TM
Attachment Icons
The Attachment Icon indicates a fi...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 17
TM
Attaching a KPI (metric) to a CSF
Removes
selected ...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 18
TM
Saving Your Work
Whenever you are working in the on...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 19
TM
Scoring an Action Step – “My Focus” View
Score acti...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 20
TM
Plan Specific Roles
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 21
TM
onFocus Scorecard
Authorized Users may create Score...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 22
TM
onFocus Scorecard – Drill-down functions
The Scorec...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 23
TM
Drill-down functions (cont.)
The Scorecard includes...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 24
TM
Example of a Trended Scorecard Report
Select to exp...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 25
TM
Example of a Comparison Scorecard
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 26
TM
Detail and Summary Reports can be Filtered
Use the ...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 27
TM
Reminder Alerts
Reminders inform Leaders when their...
© 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 28
TM
For questions, please contact:
support@onfocushealt...
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Embassy on focus user training presentation

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Embassy on focus user training presentation

  1. 1. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 1 TM Performance Improvement Overview & System Training Designated by Gartner healthcare IT research as a “Cool Vendor for Healthcare Providers for 2013”
  2. 2. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 2 TM Learning Objectives • onFocus Value Proposition • System “Plan” Layout • Key Terminology • Login/Password • My Plans Navigation  Action Steps  Notes/Documents  KPIs • My Focus • Review of Privileges • Viewing a Scorecard • Review of Reports and Alerts
  3. 3. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 3 TM The OnFocus Value Proposition OnFocus helps providers automate their performance management processes so they can successfully plan, execute and sustain enterprise-wide performance improvement: Create realistic, results-oriented strategic and operational plans with clear performance criteria and unambiguous accountability Ensure Operational Excellence Assure Strategy Execution Drive Productivity & Cost Reduction Create Culture Facilitate Communication Track progress, identify and instantly address performance variances, delays and gaps before they become a problem Focus and align the organization on achieving key objectives and targets in less time, with fewer resources and greater impact on the bottom line Increase internal discipline and create a culture of accountability, execution and follow-through across the entire organization Quickly track and communicate performance, progress and activities for critical goals, initiatives and key performance targets at any level of the organization
  4. 4. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 4 TM Integration and Automation Drive Better Results Providers have plans, data and people… …what’s needed is a “real-time” EPM solution that allows all the plans, data, resources, communications and tracking mechanisms to work together, in one place, to continuously assure execution, accountability and collaboration on critical results throughout the entire enterprise. A Real-Time, High-Performing Health System
  5. 5. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 5 TM onFocus Hardwires Execution Success onFocus integrates plans, data, people, communications and tracking mechanisms in one place – to ensure better employee focus, accountability and execution on critical results across your entire enterprise. PLAN Focus Employee Engagement Clarity/AlignmentAccountability Goals CSFsAction Steps Progress Tracking • Corporate • Facility • Service Line • Department Link to key performance measures: • Financial • Operational • Clinical • Satisfaction Clear step-by- step work plans focused on achieving the critical success components of a goal • Goal, CSF & Action Step progress tracking • Scorecards • Analytical reports • Automated alerts
  6. 6. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 6 TM Key Terminology • Goals are the critical strategic priorities for achieving vision and/or long-term objectives. This currently includes (as an example):  Improve Financial Performance  High Performing Workforce • CSFs are the major areas of work whose completion ensures the success of each Goal. Every CSF has an assigned Leader, a set of key metrics and Action Steps to be completed. An example CSF:  Decrease Incurred Losses by 10%
  7. 7. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 7 TM Key Terminology (Cont.) • KPIs document the progress of CSFs. Beyond the corporate metrics already set up, there will be additional KPIs you use such as:  Incurred Losses  Turnover % • Action Steps are a chronological series of discrete activities that ensure delivery of a CSF. Each Action Step has a Leader, a Start Date and a Target Date. Action Steps are the “heart” of a strong strategic and operational plan
  8. 8. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 8 TM Login Screen Gives the User options to retrieve their password
  9. 9. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 9 TM Forgot Password Upon submission, the user will receive their password by email.
  10. 10. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 10 TM Help & Support Tab Gives the User ability to change their password
  11. 11. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 11 TM Plans Include Multiple Tracking Levels The Plan section is comprised of 3 Tiers: • Goal • CSF • Action Step This arrow hides and expands the organization navigation pane
  12. 12. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 12 TM Sample of Scored Plan Efficient view of action plan execution across the enterprise, goals, and CSFs. Action Step execution rolls up to CSFs, which roll up to the goals, and finally to the State and System levels for Executive Level Monitoring
  13. 13. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 13 TM Scoring an Action Step – “My Plans” View Users are required to score Action Steps at least every 30 days, using a linear progression scale. Email reminders can be sent for immediately pending or past due Action Steps. Click the status circle next to the Action Step or double click the Action Step to open the Wizard. • The General tab provides overall information • The Scores tab shows the scoring model and scoring history • Notes can be added on the Notes tab • Attachments can be uploaded using the Documents tab.
  14. 14. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 14 TM Creating An Action Step Selecting the Add button will open the Action Step Wizard to create a new Action Step. Note: the Achievement Indicator is currently a required field. It is used to specify the scope of the Action Step but can be populated with an “N/A” or “TBD”. Multiple Leaders: Leaders can be assigned to action items. However, only the Primary Leader has the ability to score and edit the item.
  15. 15. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 15 TM Note Icons The Note Icon indicates a Note is attached to a goal, CSF, or Action Step. Click the Notes Icon to view Notes that are attached to an item at any level. Send Notes to users via email by selecting this icon
  16. 16. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 16 TM Attachment Icons The Attachment Icon indicates a file is attached to the Goal, CSF, or Action Step. Click the Attachment Icon to view any Documents that are attached to an item and to attach new documents.
  17. 17. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 17 TM Attaching a KPI (metric) to a CSF Removes selected KPIs from CSFs Attaches selected KPIs to CSFs KPI Tab KPIs are attached to Critical Success Factors and document their progress.
  18. 18. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 18 TM Saving Your Work Whenever you are working in the onFocus application, always click the “Save” button to ensure that all of the items you have entered or changed have been saved. If you want to close the window without saving, click the “Cancel” button.
  19. 19. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 19 TM Scoring an Action Step – “My Focus” View Score action steps by selecting the step and then clicking on the stoplight icon My Focus Or score items by clicking the status icon. Double click the Action Step to add notes, upload attachments, etc.
  20. 20. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 20 TM Plan Specific Roles
  21. 21. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 21 TM onFocus Scorecard Authorized Users may create Scorecards based on KPIs within individual plans. • Scorecards allow tracking of multiple KPIs by Area of Focus, KPI Category, or a Custom Group. • Trend Lines, CSF Progress, KPI Targets and Actuals display for current and historical dates. • Users may select up to two historical periods to view at one time.
  22. 22. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 22 TM onFocus Scorecard – Drill-down functions The Scorecard includes drill-down functionality for each KPI and supporting Action Plan. • The CSF Execution Progress bar is a link to a report of related CSFs and Action Steps. • The “>” icon displays the organizations (sub plans) below that contain the same KPI. • Select the sub plans to display via this dropdown box. • Select the periods to display (up to two) using these drop down boxes. The status bar becomes colored as the KPI is attached to a CSF and the CSF is scored. The number in the status bar represents how many CSFs a KPI is assigned to. A WHITE status bar means the KPI is not attached to any CSFs.
  23. 23. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 23 TM Drill-down functions (cont.) The Scorecard includes drill-down functionality for each KPI and supporting Action Plan. • The View Plans icons (next to the KPI name) will display an interactive schedule of CSFs and Action Plans associated with a given KPI. • The KPI name is a link to a report of related CSFs and Action Plans. • The sparkline is a link to a detailed trend line report and data table. • This icon accesses standard and custom Scorecard reports (see example on next slide).
  24. 24. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 24 TM Example of a Trended Scorecard Report Select to export via email, PDF, Excel, etc.
  25. 25. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 25 TM Example of a Comparison Scorecard
  26. 26. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 26 TM Detail and Summary Reports can be Filtered Use the Reports tab to generate Summary Reports and filter results by Leader, Functional Area, Goal Status, etc. Note: Reports can be scheduled to run automatically and be sent to users periodically via e-mail.
  27. 27. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 27 TM Reminder Alerts Reminders inform Leaders when their items are past due or need to be updated. Reminders are sent via email to the Leader with a summary report of items which may be viewed in “My Focus”.
  28. 28. © 2013 onFocus Healthcare, Inc. All rights reserved.CONFIDENTIAL 28 TM For questions, please contact: support@onfocushealthcare.com (800) 899-0021 Thank You!

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