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Practice Fusion
Brand guidelines for decks
Guidelines and rules of thumb
2
Use this guide to create well-designed and
on-brand presentations.
+ Fonts…………………………………………………………….4
+ Color…………………………………………………………….5-9
+ Composition…………………………………………………... 10
+ Graphics ………………………………………………………..11-24
 General rules……………………………………………….. 11-16
 Screenshots and photos………………………………...….17-18
 Charts………...…………………………………………….. .19-24
+ Content and copy……………………………………………....25-27
+ Animation…………………………………………………….....28-20
+ Sample slides and best practices…………………………….30
Introduction
3
+ This template uses only Arial. Avoid using any
other fonts in your slides.
+ Use Bold headlines only to distinguish from other
surrounding copy.
+ Also consider changing color (using a “theme
color”) instead of bolding copy.
Fonts
4
There are four color palettes based on Practice
Fusion's "theme colors". Pages 6 and 7 outline the
range of colors and uses for different applications.
+ Use only the provided colors.
+ Use a single supporting color to call attention, or
define sub-headers on a slide. Other slides can use
different supporting colors.
+ Use color only when needed to call attention or
differentiate.
Color
5
+ Be mindful of the order of colors. Never create a
"rainbow" color sequence.
+ Mainly use the Primary and Secondary color
palettes. If they lack in conveying the idea, then
resort to using colors from the Extended palette.
+ Limit the use of the Aqua and Orange colors.
Color
6
+ Primary (for headers, background colors)
Color
7*The Aqua used in this PowerPoint has been modified to be slightly darker for legibility purposes
Sky Purple
#00aaff
r0 g170 b255
#46008c
R70 g0 b140
#002266
r0 g34 b102
Dark navy
Sky Purple
#00aaff
r0 g170 b255
#46008c
R70 g0 b140
#002266
r0 g34 b102
Dark navy Aqua Orange
#4dcba8
r77 g203 b168
#ff9326
r255 g147 b38
#e61e19
r230 g30 b25
Red Gray Black
#949494
r148 g148 b148
#000000
r0 g0 b0
#262626
r38 g38 b38
Dark gray
#045EA5
r4 g94 b165
Navy White
#ffffff
r255 g255 b255
+ Secondary (for emphasizing text, data in graphs,
supporting text)
+ Extended palette (tints of Primary and Secondary
colors for data in graphs)
Color
8
Sky Purple
Navy Purple
#00aaff
r0 g170 b255
#1280e2
r18 g128 b226
#2355c6
r35 g85 b198
#352ba9
r53 g43 b169
#46008c
R70 g0 b140
#045ea5
r4 g94 b165
#15479f
r21 g71 b159
#252f99
r37 g47 b153
#361892
r54 g24 b146
#46008c
R70 g0 b140
Red Purple
#e61e19
r230 g30 b25
#be1636
r190 g22 b54
#960f53
r150 g15 b83
#6e086f
r110 g8
b111
#46008c
R70 g0 b140
Sky Aqua
Dark navy Aqua
#00aaff
r0 g170 b255
#13b2e9
r19 g178 b233
#27bbd3
r39 g187 b211
#3ac3be
r58 g195 b190
#4dcba8
r77 g203 b168
#002266
r0 g34 b102
#134c77
r19 g76 b119
#277687
r39 g118 b135
#3aa198
r59 g161 b152
#4dcba8
r77 g203 b168
#e61e19
r230 g30 b25
#33a0d9
r236 g59 b28
#33a0d9
r243 g89 b32
#33a0d9
r249 g118 b35
#ff9326
r255 g147 b38
Red Orange
Tip: To apply a color to your object, click on the desired color, press the "paintbrush" icon in your toolbar then click on the desired location.
+ Colors to show progression (for infographics.
Example on pg. 9)
Examples of infographics using colors that
show progression.
Color
9
Tier 1
Tier 2
Tier 3
Tier 4
Escalation
Implementation
Specialist
Customer Success
Representatives
Technical Support Specialist
Technical Support Specialist
Technology Operations
Adopt
EHR
Collect and
centralize data
Drive provider
behavior
Engage
patients
+ Aim to communicate a single idea on a slide. Your
title and subtitle should help clarify what the big
idea is. Be sure the rest of the content you include
directly supports the main point.
+ Avoid creating series of slides that all have the
same formatting approach (series of bullet lists,
sets of the same graphics, repeating charts).
Varied formatting tells a better story; if your
content “requires” the same treatment, consider
what you can adjust and still be accurate.
Composition
10
+ Do not use drop-shadows on graphic elements;
they are distracting.
+ Avoid scaling up images. Use a higher resolution
image if the one you want to use isn’t large
enough. Scaling down is preferable.
Graphics: General rules
11
Avoid using clip-art. It looks unprofessional and
breaks our visual style. Use basic shapes, circles,
boxes, lines or photos to communicate visually.
Graphic illustrations should be flat, single color
icons or vector art. If you need custom graphics,
contact the Design Team.
Graphics: General rules
12
Clip art looks cheesy Flat vector art is
visually sophisticated
Use simple shapes and our theme colors for
diagrams. Complex shapes are harder to understand.
Graphics: General rules
13
Shapes are too complex and does
not follow brand colors
Simple shapes keep focus on the content
Keep charts or other diagrams in a consistent visual
style. Use the same shapes, corners and styles.
Graphics: General rules
14
The different styles distract and poorly
represent the brand
Shared styles make it easier to learn the
visual language and focus on the content
Tier 1
Tier 2
Tier 3
Tier 4
Escalation
Implementation
Specialist
Customer Success
Representatives
Technical Support Specialist
Technical Support Specialist
Technology Operations
Customer Success
RepresentativesTier 1
Tier 2
Tier 3
Tier 4
Escalation
Implementation
Specialist
Technical Support Specialist
Technical Support Specialist
Technology Operations
Align images to the edges of text or center in the
space, don’t let them bleed to the edge of the slide.
Graphics: General rules
15
Image aligned to the title Images horizontally centered in the space
r
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
Week Ending
PatientFusion.com
Appts…
Scale graphics proportionately (drag from the
corner while holding shift)
Graphics: General rules
16
Image scaled incorrectly and appears
“squished”/ unprofessional
Image is scaled proportionately and
displays correctly
Tier 1
Tier 2
Tier 3
Tier 4
Escalation
Implementation
Specialist
Customer Success
Representatives
Technical Support Specialist
Technical Support Specialist
Technology Operations
Graphics: Screenshots and photos
17
+ Use a maximum of two
graphics per slide, to avoid
cluttering the space.
+ Do not overlap screenshots
and photos on top of one
another.
+ You can frame screenshots
or photos with a thin gray
border using 0.15 thickness
at (RGB 219 219 219) to
subtly separate them from
the rest of the content.
Do not overlap screenshots
Screenshots should show realistic data and
situations where a user has largely completed a
task. Don’t show screens with empty fields.
Graphics: Screenshots and photos
18
With no information filled in, it is hard to
understand the capabilities of the feature
With the data completed it is much easier to
understand how the feature works
+ Purpose of a charts is to quickly convey complex
data and relationships.
+ Imagine someone else trying to quickly
understand the chart.
 Is it easy to read?
 Are labels clear and not overlapping graphics?
 Are the colors distinct enough from one another?
 Is there enough contrast between different data
types?
 Is the chart trying to show too much?
Graphics: Charts
19
+ What's the big takeaway?
+ Is the chart effectively and efficiently communicating
the big idea?
Graphics: Charts
20
This chart fails to quickly convey the main idea. It includes too
much ancillary information.
Graphics: Charts
21
+ When using color to distinguish different types of
data, make sure the contrast is strong enough to
easily distinguish the data.
+ Thick lines that are close together are hard to
distinguish. Aim for 1.25 line thickness.
Poor distinction Good distinction
50
70
90
110
130
150
170
190
210
230
250
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
50
70
90
110
130
150
170
190
210
230
250
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
Graphics: Charts
22
+ Avoid complex layering where visuals and
numbers collide.
+ Choose a chart style that supports graphically
distinct numbers and graphics.
Visuals and numbers collide Visuals and numbers work together
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Denied Pending Approved
Denied Pending Approved
50%
15%
35%
30%
5%
65%
35%
55%
10%
40%
10%
50%
45%
10%
45%
30%
5%
65%
32%
3%
65%
30%
5%
65%
30%
7%
63%
23%
10%
67%
16%
8%
74%
23%
15%
62%
26%
10%
51%
17%
18%
65%
Graphics: Charts
23
+ Use solid lines; they are easier to see and track.
+ Vertical lines help viewers easily and quickly
locate today relative to the data on the chart.
Harder to track and unclear locating
present time
Easier to track and “today” is clearly marked
50
70
90
110
130
150
170
190
210
230
250
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
Invites Sent Sign Ups
50
70
90
110
130
150
170
190
210
230
250
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
Invites Sent Sign Ups
Tables of numbers turn to visual noise without
something to focus and anchor attention. Help direct
attention with color and highlighting.
Graphics: Charts
24
Channel Timing Audience
• Email • Bi-monthly • Existing customers
• Blog • 10/10
• Weekly
• Non-users
• Customers
• practicefusion.com • November • Existing users
• Potential users
• Health IT industry
• Press release • Health IT
• Potential users
No clear place for eye to focus Clear row that helps the eye target
Channel Timing Audience
Email Bi-monthly Existing customers
Blog 10/10
Weekly
Non-users
Customers
practicefusion.com November Existing users
Potential users
Health IT industry
Press release Health IT
Potential users
+ Title each slide descriptively and use the subtitle
to clarify the overall conclusion or theme of the
slide.
+ If you must create a slide with bullet lists, keep the
list to under five items. If you have more than five,
try to combine or reframe the content.
+ Introduce bullets one-at-time so that the audience
doesn’t read ahead.
+ Try to include an appropriate visual example for
bullet-heavy slides to offset the list items.
Content and copy
25
Content and copy
26
+ Bold copy only to distinguish it from other
surrounding copy, also consider changing color
instead of bolding.
+ Use sentence case for copy (not initial caps or
ALL CAPS). It improves readability and
comprehension.
+ Avoid orphans and widows.
+ Detailed info on guidelines: Written stylistic
guidelines
+ Always include source attribution for “quotes,” it
makes them real and conveys authority.
+ If the quote is three lines or less, use the
centered aligned option to make it feel bold
(example on pg. 46)
+ If the quote is more than three lines, use the left
aligned option; it is easier to read and better use
of space (example on pg. 47)
Content and copy
27
+ Introduce bullet points one-at-a-time so that
people don’t read ahead. Keep the animation
simple, such as Fade.
+ Animation should be used only to control the
timed appearance of information on screen. Don’t
use to “call attention.”
+ Think of animation as a way of keeping the pace
of your presentation quick and to the point.
Animation
28
Avoid most animation options.
Animation
29
Practice Fusion
Sample slides and best practices
User growth updates
July 2013
31
+Leads from Invite-a-Friend have declined steadily
since its launch.
Past program performance
32
50
70
90
110
130
150
170
190
210
230
250
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
Apr-11 Jun-11 Aug-11 Oct-11 Dec-11 Feb-12 Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13 Jun-13
Invite-a-Friend Leads Over Time
Invites Sent Sign Ups
That’s less than 1% of total
monthly leads.
Currently ~ 50 leads come in via
this channel per month.
Past program performance
33
Industry structure
Imaging channel
34
 Fragmented: 7,000
licensed centers
 No 800 lb gorillas –
largest player has
<$700M in revenue
 ~900 chains  Two thirds
of capacity
 Higher price points /
greater operating
leverage vs. labs
Practice Fusion MD
usage
 80% of all MDs on PF
regularly order imaging
studies
 Typical doctor orders
25 – 30 per month
(similar to labs)
 Digitized radiology results
requirement, MU Stage 2
(like lab results for MUS1)
Channel status
 5 contracts signed
 Tiered rate cards
 $80-100 per MD
connection per month,
on average
 ~450 active partner
conversations in sales
pipeline
Patient Fusion site traffic bounces back after a slow
holiday week.
PatientFusion.com
35
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul
Appointments
Visits
Week Ending
PatientFusion.com
Appts requested Visits
Visits up 41% and appointments
requested up 32% compared to the
previous week.
PatientFusion.com
36
Patient Fusion site traffic bounces back after a slow
holiday week.
PatientFusion.com
37
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul
Weekly Appointment Status
Denied Pending Approved
Last week, 48% of appointments
were booked via email; the week
prior was 58%.
PatientFusion.com
38
Position Practice Fusion as a source of knowledge
and Meaningful Use.
Meaningful Use certification
39
Timing Audience Medium Message CT
Email Bi-monthly Existing customers
MU Checkups
Dashboard report cards
Stay on track for meaningful use
Learn about new feature
Learn more
(blog post)
Blog
10/10
Weekly
Non-users
Customers
Product Blog
Guarantee of Stage 2
Preparing for Stage 2
Reporting progress/Attestation
Attend webinar
View our MU Center
practicefusion.com November
Existing users
Potential users
Health IT industry
Updated MU Center
Updated nav.
Understand Meaningful Use
Get started today Sign up (doctors)
Press release Monthly
Health IT
Potential users
Pitch story
Largest physician community on
MU2 certified product
Sign up
Webinars Weekly
Existing users
Potential users
Achieving MU
Stage 2 overview (mid-
Nov)
Achieving MU w/ PF is easy
Prepare for Stage 2 before
1/1/14
Sign up (non-users)
External banners Ongoing Potential users
Webinar(s)
MU Center
Guaranteed 2014 certification
Meaningful Use money
(continue)
Sign up
Channel
Lead volume has not grown Y/Y as projected;
market saturation, reduced effect of eRx deadline
to blame.
Quality improvement
40
5,000
6,000
7,000
8,000
9,000
10,000
J F M A M J J A S O N D
Goal Actual
Month 10%
YTD 4%
+ Meaningful Use
+ Pay-for-performance reimbursement contracts
+ Generational shifts
+ Connected services create feedback loop
 Connected pharmacies, lab connections
imaging centers, ACOs
Multiple drivers for EMR adoption
41
1042
234
11
1280
486
23
0
200
400
600
800
1000
1200
1400
High cholesterol in hx CAD/IHD Prior MI
Rateper10,000patients
Female Male
Practice Fusion data confirms expectations and
also reveals surprising patterns.
Early findings
42
Plansource
Benefits, policies, and demos
43
+Tools
▪ Logging in
▪ Addresses, SS, birthday
▪ Paystub and W2
▪ PTO
▪ Benefits
• Medical
• Dental
• Wellness
2013 Q3 Activation Funnel
44
Sign-Up (Qualified)
100%
Experience(1st login)
75%
Explore (2nd login)
50%
Activate
18%
Evaluate (3rd login)
100%
High friction
Poor engagement
-25%
-25%
-20%
-12%
Electronic health records
Practice Fusion
45
- Leonard Kish
“Patient engagement is
the blockbuster drug of
the century.”
46
- Forbes
“Practice Fusion boasts one of
the largest platforms in health
care, with 100,000 medical
personnel actively using its
web-based electronic health
record and 75 million patients.”
47

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Standard guidelines april

  • 2. Guidelines and rules of thumb 2
  • 3. Use this guide to create well-designed and on-brand presentations. + Fonts…………………………………………………………….4 + Color…………………………………………………………….5-9 + Composition…………………………………………………... 10 + Graphics ………………………………………………………..11-24  General rules……………………………………………….. 11-16  Screenshots and photos………………………………...….17-18  Charts………...…………………………………………….. .19-24 + Content and copy……………………………………………....25-27 + Animation…………………………………………………….....28-20 + Sample slides and best practices…………………………….30 Introduction 3
  • 4. + This template uses only Arial. Avoid using any other fonts in your slides. + Use Bold headlines only to distinguish from other surrounding copy. + Also consider changing color (using a “theme color”) instead of bolding copy. Fonts 4
  • 5. There are four color palettes based on Practice Fusion's "theme colors". Pages 6 and 7 outline the range of colors and uses for different applications. + Use only the provided colors. + Use a single supporting color to call attention, or define sub-headers on a slide. Other slides can use different supporting colors. + Use color only when needed to call attention or differentiate. Color 5
  • 6. + Be mindful of the order of colors. Never create a "rainbow" color sequence. + Mainly use the Primary and Secondary color palettes. If they lack in conveying the idea, then resort to using colors from the Extended palette. + Limit the use of the Aqua and Orange colors. Color 6
  • 7. + Primary (for headers, background colors) Color 7*The Aqua used in this PowerPoint has been modified to be slightly darker for legibility purposes Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Aqua Orange #4dcba8 r77 g203 b168 #ff9326 r255 g147 b38 #e61e19 r230 g30 b25 Red Gray Black #949494 r148 g148 b148 #000000 r0 g0 b0 #262626 r38 g38 b38 Dark gray #045EA5 r4 g94 b165 Navy White #ffffff r255 g255 b255 + Secondary (for emphasizing text, data in graphs, supporting text)
  • 8. + Extended palette (tints of Primary and Secondary colors for data in graphs) Color 8 Sky Purple Navy Purple #00aaff r0 g170 b255 #1280e2 r18 g128 b226 #2355c6 r35 g85 b198 #352ba9 r53 g43 b169 #46008c R70 g0 b140 #045ea5 r4 g94 b165 #15479f r21 g71 b159 #252f99 r37 g47 b153 #361892 r54 g24 b146 #46008c R70 g0 b140 Red Purple #e61e19 r230 g30 b25 #be1636 r190 g22 b54 #960f53 r150 g15 b83 #6e086f r110 g8 b111 #46008c R70 g0 b140 Sky Aqua Dark navy Aqua #00aaff r0 g170 b255 #13b2e9 r19 g178 b233 #27bbd3 r39 g187 b211 #3ac3be r58 g195 b190 #4dcba8 r77 g203 b168 #002266 r0 g34 b102 #134c77 r19 g76 b119 #277687 r39 g118 b135 #3aa198 r59 g161 b152 #4dcba8 r77 g203 b168 #e61e19 r230 g30 b25 #33a0d9 r236 g59 b28 #33a0d9 r243 g89 b32 #33a0d9 r249 g118 b35 #ff9326 r255 g147 b38 Red Orange Tip: To apply a color to your object, click on the desired color, press the "paintbrush" icon in your toolbar then click on the desired location. + Colors to show progression (for infographics. Example on pg. 9)
  • 9. Examples of infographics using colors that show progression. Color 9 Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Adopt EHR Collect and centralize data Drive provider behavior Engage patients
  • 10. + Aim to communicate a single idea on a slide. Your title and subtitle should help clarify what the big idea is. Be sure the rest of the content you include directly supports the main point. + Avoid creating series of slides that all have the same formatting approach (series of bullet lists, sets of the same graphics, repeating charts). Varied formatting tells a better story; if your content “requires” the same treatment, consider what you can adjust and still be accurate. Composition 10
  • 11. + Do not use drop-shadows on graphic elements; they are distracting. + Avoid scaling up images. Use a higher resolution image if the one you want to use isn’t large enough. Scaling down is preferable. Graphics: General rules 11
  • 12. Avoid using clip-art. It looks unprofessional and breaks our visual style. Use basic shapes, circles, boxes, lines or photos to communicate visually. Graphic illustrations should be flat, single color icons or vector art. If you need custom graphics, contact the Design Team. Graphics: General rules 12 Clip art looks cheesy Flat vector art is visually sophisticated
  • 13. Use simple shapes and our theme colors for diagrams. Complex shapes are harder to understand. Graphics: General rules 13 Shapes are too complex and does not follow brand colors Simple shapes keep focus on the content
  • 14. Keep charts or other diagrams in a consistent visual style. Use the same shapes, corners and styles. Graphics: General rules 14 The different styles distract and poorly represent the brand Shared styles make it easier to learn the visual language and focus on the content Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Customer Success RepresentativesTier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Technical Support Specialist Technical Support Specialist Technology Operations
  • 15. Align images to the edges of text or center in the space, don’t let them bleed to the edge of the slide. Graphics: General rules 15 Image aligned to the title Images horizontally centered in the space r - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Week Ending PatientFusion.com Appts…
  • 16. Scale graphics proportionately (drag from the corner while holding shift) Graphics: General rules 16 Image scaled incorrectly and appears “squished”/ unprofessional Image is scaled proportionately and displays correctly Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations
  • 17. Graphics: Screenshots and photos 17 + Use a maximum of two graphics per slide, to avoid cluttering the space. + Do not overlap screenshots and photos on top of one another. + You can frame screenshots or photos with a thin gray border using 0.15 thickness at (RGB 219 219 219) to subtly separate them from the rest of the content. Do not overlap screenshots
  • 18. Screenshots should show realistic data and situations where a user has largely completed a task. Don’t show screens with empty fields. Graphics: Screenshots and photos 18 With no information filled in, it is hard to understand the capabilities of the feature With the data completed it is much easier to understand how the feature works
  • 19. + Purpose of a charts is to quickly convey complex data and relationships. + Imagine someone else trying to quickly understand the chart.  Is it easy to read?  Are labels clear and not overlapping graphics?  Are the colors distinct enough from one another?  Is there enough contrast between different data types?  Is the chart trying to show too much? Graphics: Charts 19
  • 20. + What's the big takeaway? + Is the chart effectively and efficiently communicating the big idea? Graphics: Charts 20 This chart fails to quickly convey the main idea. It includes too much ancillary information.
  • 21. Graphics: Charts 21 + When using color to distinguish different types of data, make sure the contrast is strong enough to easily distinguish the data. + Thick lines that are close together are hard to distinguish. Aim for 1.25 line thickness. Poor distinction Good distinction 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000
  • 22. Graphics: Charts 22 + Avoid complex layering where visuals and numbers collide. + Choose a chart style that supports graphically distinct numbers and graphics. Visuals and numbers collide Visuals and numbers work together 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Denied Pending Approved Denied Pending Approved 50% 15% 35% 30% 5% 65% 35% 55% 10% 40% 10% 50% 45% 10% 45% 30% 5% 65% 32% 3% 65% 30% 5% 65% 30% 7% 63% 23% 10% 67% 16% 8% 74% 23% 15% 62% 26% 10% 51% 17% 18% 65%
  • 23. Graphics: Charts 23 + Use solid lines; they are easier to see and track. + Vertical lines help viewers easily and quickly locate today relative to the data on the chart. Harder to track and unclear locating present time Easier to track and “today” is clearly marked 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups
  • 24. Tables of numbers turn to visual noise without something to focus and anchor attention. Help direct attention with color and highlighting. Graphics: Charts 24 Channel Timing Audience • Email • Bi-monthly • Existing customers • Blog • 10/10 • Weekly • Non-users • Customers • practicefusion.com • November • Existing users • Potential users • Health IT industry • Press release • Health IT • Potential users No clear place for eye to focus Clear row that helps the eye target Channel Timing Audience Email Bi-monthly Existing customers Blog 10/10 Weekly Non-users Customers practicefusion.com November Existing users Potential users Health IT industry Press release Health IT Potential users
  • 25. + Title each slide descriptively and use the subtitle to clarify the overall conclusion or theme of the slide. + If you must create a slide with bullet lists, keep the list to under five items. If you have more than five, try to combine or reframe the content. + Introduce bullets one-at-time so that the audience doesn’t read ahead. + Try to include an appropriate visual example for bullet-heavy slides to offset the list items. Content and copy 25
  • 26. Content and copy 26 + Bold copy only to distinguish it from other surrounding copy, also consider changing color instead of bolding. + Use sentence case for copy (not initial caps or ALL CAPS). It improves readability and comprehension. + Avoid orphans and widows. + Detailed info on guidelines: Written stylistic guidelines
  • 27. + Always include source attribution for “quotes,” it makes them real and conveys authority. + If the quote is three lines or less, use the centered aligned option to make it feel bold (example on pg. 46) + If the quote is more than three lines, use the left aligned option; it is easier to read and better use of space (example on pg. 47) Content and copy 27
  • 28. + Introduce bullet points one-at-a-time so that people don’t read ahead. Keep the animation simple, such as Fade. + Animation should be used only to control the timed appearance of information on screen. Don’t use to “call attention.” + Think of animation as a way of keeping the pace of your presentation quick and to the point. Animation 28
  • 29. Avoid most animation options. Animation 29
  • 30. Practice Fusion Sample slides and best practices
  • 32. +Leads from Invite-a-Friend have declined steadily since its launch. Past program performance 32 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Apr-11 Jun-11 Aug-11 Oct-11 Dec-11 Feb-12 Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13 Jun-13 Invite-a-Friend Leads Over Time Invites Sent Sign Ups
  • 33. That’s less than 1% of total monthly leads. Currently ~ 50 leads come in via this channel per month. Past program performance 33
  • 34. Industry structure Imaging channel 34  Fragmented: 7,000 licensed centers  No 800 lb gorillas – largest player has <$700M in revenue  ~900 chains  Two thirds of capacity  Higher price points / greater operating leverage vs. labs Practice Fusion MD usage  80% of all MDs on PF regularly order imaging studies  Typical doctor orders 25 – 30 per month (similar to labs)  Digitized radiology results requirement, MU Stage 2 (like lab results for MUS1) Channel status  5 contracts signed  Tiered rate cards  $80-100 per MD connection per month, on average  ~450 active partner conversations in sales pipeline
  • 35. Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 35 - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Appointments Visits Week Ending PatientFusion.com Appts requested Visits
  • 36. Visits up 41% and appointments requested up 32% compared to the previous week. PatientFusion.com 36
  • 37. Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 37 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Weekly Appointment Status Denied Pending Approved
  • 38. Last week, 48% of appointments were booked via email; the week prior was 58%. PatientFusion.com 38
  • 39. Position Practice Fusion as a source of knowledge and Meaningful Use. Meaningful Use certification 39 Timing Audience Medium Message CT Email Bi-monthly Existing customers MU Checkups Dashboard report cards Stay on track for meaningful use Learn about new feature Learn more (blog post) Blog 10/10 Weekly Non-users Customers Product Blog Guarantee of Stage 2 Preparing for Stage 2 Reporting progress/Attestation Attend webinar View our MU Center practicefusion.com November Existing users Potential users Health IT industry Updated MU Center Updated nav. Understand Meaningful Use Get started today Sign up (doctors) Press release Monthly Health IT Potential users Pitch story Largest physician community on MU2 certified product Sign up Webinars Weekly Existing users Potential users Achieving MU Stage 2 overview (mid- Nov) Achieving MU w/ PF is easy Prepare for Stage 2 before 1/1/14 Sign up (non-users) External banners Ongoing Potential users Webinar(s) MU Center Guaranteed 2014 certification Meaningful Use money (continue) Sign up Channel
  • 40. Lead volume has not grown Y/Y as projected; market saturation, reduced effect of eRx deadline to blame. Quality improvement 40 5,000 6,000 7,000 8,000 9,000 10,000 J F M A M J J A S O N D Goal Actual Month 10% YTD 4%
  • 41. + Meaningful Use + Pay-for-performance reimbursement contracts + Generational shifts + Connected services create feedback loop  Connected pharmacies, lab connections imaging centers, ACOs Multiple drivers for EMR adoption 41
  • 42. 1042 234 11 1280 486 23 0 200 400 600 800 1000 1200 1400 High cholesterol in hx CAD/IHD Prior MI Rateper10,000patients Female Male Practice Fusion data confirms expectations and also reveals surprising patterns. Early findings 42
  • 43. Plansource Benefits, policies, and demos 43 +Tools ▪ Logging in ▪ Addresses, SS, birthday ▪ Paystub and W2 ▪ PTO ▪ Benefits • Medical • Dental • Wellness
  • 44. 2013 Q3 Activation Funnel 44 Sign-Up (Qualified) 100% Experience(1st login) 75% Explore (2nd login) 50% Activate 18% Evaluate (3rd login) 100% High friction Poor engagement -25% -25% -20% -12%
  • 46. - Leonard Kish “Patient engagement is the blockbuster drug of the century.” 46
  • 47. - Forbes “Practice Fusion boasts one of the largest platforms in health care, with 100,000 medical personnel actively using its web-based electronic health record and 75 million patients.” 47

Editor's Notes

  1. All opportunity, not in the model
  2. Pay-for-performance reimbursement contracts ~500 Medicare Shared Savings programs already established UnitedHealth channeling $50B in reimbursement through P4P Generational shifts Young doctors are universal adopters; expect modern UX Patients expect digital access & provider communications Connected services create feedback loop eRx-enabled pharmacies, electronic lab connections, etc add value to EMR usage beyond charting Meaningful Use Two-thirds of office-based MDs see Medicare/Medicaid patients Bonuses through 2015, then escalating penalties
  3. ----- Meeting Notes (7/11/13 11:44) ----- 1. Screenshot/offering - Must be a great campaign - Must have data 2. Market size/opportunity 3. Performance - historical + projected - rate