The document discusses a voice-based heart health program called HEARTPartner that provides daily risk assessments, education, and support for patients with chronic heart conditions. It integrates data from electronic medical records and devices to personalize the patient experience. The program qualifies doctors to bill Medicare, with the potential to generate substantial revenue. It has won several awards for its innovation and success in engaging patients. The company seeks partnerships with organizations like Novartis to expand its expertise in digital patient engagement and voice technologies.

1. your best daily five minutes on your heart health journey

2. We helps old people be great at shitty
diseases, and get doctors paid to let us do it.
seniors build core health skills
for chronic conditions for by Medicare
10SECONDSTORY

3. BELIEFS ACTIONSPATIENT/PRODUCTMODEL
Patients don’t forget about their
CHF, motivation is much more
complex
Driving the data capture check list
does not meet the patient’s core
support needs
It’s hard to change motivation. We work
to make the protocol adherence tasks
easier and put triggers into place to
make them happen [BJ Fogg]
If a digital program is not in the
doctor/patient flow, it’s impossible to
become a core part of the journey
Voice-based programs break down
tech-phobia, native language and
literacy barriers to participation in
patient programs
Education, social support, skill
development and connectivity
address the complete patient
We integrate directly with EMRs.
Priorities come from the provider, data
returned in ‘context’ of the condition
Use sophisticated conversation
development AI to fight “voice
fatigue”. Maybe also be a little funny

4. Alexa, check in with heart partner
HEARTPartner leads the patient through daily
risk assessment including guided evaluations
and feedback (i.e., important changes)
Third party passive data collection is integrated
into the assessment and put into the “context”
of the patient journey (e.g., fitbit steps translated
to minutes physical activity)
Count with me to 15 and we’ll
see how many breaths you
need to complete the exercise
I see a new BP reading from
your Omron 7 Series…
The adherence/assessment experience is
supplemented by an individualized education
program including all comorbidities
I have a great article here on 3
questions to ask in a restaurant
during the holidays
We have experience integrating with the
“operations” of condition management
$

5. TAILWIND For the past 24 months we have been
operating a coordinated care service
supporting diabetes
Provider-facing EMR
integration, care opportunity
dashboard and patient
performance metrics
Primary patient
experience through
mobile application
24/7 nursing support
and outbound patient
engagement team
Full care team access to
complete health record
We are in the final stages of launching
a voice enabled service for diabetes

6. LIGHTHOUSE Voice Command Structure
KNOWLEDGE DATAOPERATIONSPROGRESS
Check-In
Priorities
Record
Set/Check
Goals
Move
Remind
Inspire
Eat
Learn/Read
Guides
Reference
Add Content
Save/Clip
Send
Refill
Buy
Help
Language
Profile
Setup
Connect
Share
History
Privacy
Print
We will be implementing the full LIGHTHOUSE command structure for
HEARTPartner Voice for both voice and video platforms
Would you like me to
talk you through a
foot exam?

7. Message Stack
INTRO
DETAIL
GOODBYE
Variant 3
Variant 2
Variant 2
Vocalization
Required
Engagement
Index
1 2 3 4 5
THEDISRUPTThe experience risk in high-frequency, voice-based patient experiences is
voice fatigue – talking too much or saying the EXACT SAME THING every
day. Our magic is how we build up even the simplest sentence…
SECRET SAUCE
1. Our internal ENGAGEMENT
INDEX sets message length
and tone guidelines for each
patient
2. Data from EMRs and 3rd
party standards of care drive
education content selection
3. Five factor “personality” is
laid over the dialog
4. Component-based sentence
development = 125 ways to
say each sentence
5. Every sentence is classified
for security, privacy and pass
phrase requirement
6. FRESH ENGAGING SPEECH
6

8. 8
PROGRAMECONOMICS TRUTHS
OUR EXPERIENCE
UNIT ECONOMICS
ECONOMIC LEVERS
• A patient-paid program grows
slowly and is crushed by churn
• Physician-paid programs are
DOA, they don’t pay
• The only thing better than
CMS-billable is insurance-paid
• HEARTPartner qualifies
physicians to bill CMS between
$42-$65 every month
• In July 2018 we billed CMS for
8,700 patients
• Rapidly growing the initial CMS
billings (and physician rev
share) is the #1 driver of
sustained revenue growth
• A 50/50 split with a provider delivers $20/patient/
month
• A typical GP has 14% eligible of a 3,000 patient panel
for a potential practice value of ~$100K/year
• A Cardiologist has 62% eligible of 2,200 patient panel
for an inherent practice opportunity of ~$325K/year
•
• Practice exploitation — both in-office conversion rate
and out-of-office engagement and enrollment
• Nursing costs — inherently non-scalable until (like us)
you work with CMS to turn 1 nurse minute into 15
billable minutes (and growing)
• Indirect sales channels — patient-led, volunteer led,
alternative platform

9. 9
AWARDS HEARTPartner takes first place for best
direct integration and physician experience
1st place – voice and face emotional
analysis, 1st place health, 1st place overall
1st place
1st place - best use of data to create
patient value
Top recognition for leadership in
patient-centric design
1st place, best diabetes voice-based
patient experience, $150K, patient pilot

10. 10
VOICETEAM VOICE + WEARABLES
Team Lead
FOUNDER/CEO
Hansen Medical, Medtronic,
Guidant, serial entrepreneur
Northwestern University CompStud,
Yahoo!, American Express, serial
entrepreneur
Kay Custis Dave Vockell

11. 11
PARTNERSHIP
Digital patient engagement is
in its infancy, especially voice
Voice is a critical long term patient touch point and we
both need to develop expertise and interaction and
influence models
We have complementary
expertise and access
Novartis has a deep patient pool and we can directly
engage physicians
Our destination is the same Thriving in a world of value-based-care is on both
of our 2025 success requirements — as Novartis
explores the patient relationship beyond the PILL,
we can accelerate that journey
The right patient-facing pilot could benefit both of us and
accelerate our digital patient understanding