Presented By:
Valora Smith Gurganious, MBA CHBC
Partner & Senior Management Consultant
DoctorsManagement, LLC
How to Build a 5-Star Practice
with a Patient-Centered
Approach
Safe
Harbor
The information in this presentation is confidential and proprietary to Kareo® and may not
be disclosed without the permission of Kareo. This presentation is not subject to your license
agreement or any other service or subscription agreement with Kareo. Kareo has no obligation
to pursue any course of business outlined in this document or any related presentation, or to
develop or release any functionality mentioned therein.
This document, or any related presentation and Kareo’s strategy and possible future
development, product, and/or platform direction and functionality are all subject to change
and may be changed by Kareo at any time for any reason without notice. The information on
this document is not a commitment, promise, or legal obligation to deliver any material, code,
or functionality. This document is for informational purposes and may not be incorporated into
a contract. Kareo assumes no responsibility for errors or omissions in this document.
• Welcome & Introductions
• How Practices Attract Patients in the
New Digital World
• How Technology Can Improve the Patient
Experience
• How Providers Deliver More
Personalized Care Using Technology
• How Technology Can Boost Efficiency,
Profitability and Patient Satisfaction
• How Kareo Can Help
• Q&A
linkedin.com/company/kareo
Twitter
Facebook
LinkedIn
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twitter.com@GoKareo
Kareo and PAHCOM
Supporting Your Professional Development
• PAHCOM has approved 1 CEU credit
• You’ll be asked at the end of the webinar if you
want a CEU certificate
• Certificates will be emailed within the next few
days
• Attendees must be logged into the webinar to
receive credit
Valora Smith Gurganious, MBA, CHBC
Partner & Senior Management Consultant
DoctorsManagement, LLC
• 12 years of Practice Management and Consulting Experience
• 8 years of Investment Management Experience
• Past Vice-Chair of a multiple-campus not-for-profit Health System Foundation
• MBA – Harvard Business School
• BA – Vanderbilt University
• Certified Healthcare Business Consultant (NSCHBC)
• Board of Directors – National Society of Healthcare Business Consultants
• Lean Six Sigma “Champion”
Practice Startup
Operations Improvements
Practice Growth & Transition
Billing & Coding Audits
Tax Planning & Preparation
Value Calculation
Regulatory
OSHA, HIPAA, & CLIA
HR Management
Compliance Solutions
Strategic Consulting
Financial Solutions
DoctorsManagement, LLC
DoctorsManagement simplifies the business of
medicine so that you can focus on caring for
patients and controlling the future of your
business.
Building a 5-Star Practice with a
Patient-Centered Approach
Using Technology to Improve
Patient Engagement and Practice Efficiency
Building a 5-Star Patient-Centered Practice
Technology is impacting EVERY aspect of healthcare continuum, including
helping practices to:
• attract more patients
• improve the patient experience
• deliver more personalized care
• engage with patients outside of the office
• boost practice efficiency and profitability
This Photo by Unknown Author is licensed under CC BY-SA
How Practices Attract Patients
In the New Digital World
How Do Patients Find Their Doctors?
Previously, patients talked with friends, co-
workers or neighbors.
Now, most start with ONLINE research from their
personal device
* Search engine (i.e. Google) key words
* Social media (i.e. Facebook)
* Reputation review sites (i.e. Healthgrades)
* Practice website
This Photo by Unknown Author is licensed under CC BY-NC-ND
How Can a Practice Optimize Its Visibility Online?
The picture can't be displayed.
• Registering with search engines
• Create a “responsive” mobile design
• Provide links to your social media pages
• List insurances that practice accepts
• List Services, photos and bios of providers
• Include a Map, phone (in header) and fax numbers
This Photo by Unknown Author is licensed under CC BY-NC
This Photo by Unknown Author is licensed under CC BY
THE Most Important Factors Patients Look
For OnlineSurvey by Scorpion, 2018
Before booking a
doctors’ appointment….
Components of an Effective, Professional
Practice Website
• Pro-actively seek and post-patient reviews
• Include a “call to action” button throughout the site
(“CLICK HERE to request an appt.) or book thru ZocDoc
• Use larger font
• Make navigation simple and intuitive
• Include downloadable new patient forms
• Allow patient to create a SECURE New Patient Portal
Login (obtain SSL Certificate)
• Complete demographic and medical history
• Sign HIPAA, consent, financial policy forms
• Insurance information
• Method of payment for co-pays and balances
This Photo by Unknown Author is licensed under CC BY-NC-ND
Saving 8-minute phone call into the
practice ($2 of staff time)
Data is entered directly into EHR,
where it becomes part of the patient
record (saving $1 of MA time)
Since demographic,insurance and
payment info have been collected in
portal, check-in/out is accelerated!
Patient Performs Admin Tasks
Eliminates Staff Transcription
Speeds Patient Check-in and
Check-out
This Photo by Unknown Author is licensed under CC BY-SA
Use Website Analytics to Attract and Better
Understand Your Website Visitors
Facebook, Google Paid Ads,
Organic Searches?
How many returning visitors?
Where Are Your Visitors
Coming From?
How many hits per day?
Which posts/ads garnered
the most “likes”?
Which Pages are They
Visiting Most?
Review “Click Through” or
“Call Now” rates to
measure ROI
Are They Following
Through and Booking?
This Photo by Unknown
Author is licensed under
CC BY-NC
Website, Social Media & Digital Marketing are
Initial Touch Points to Engage Patients---Make Them
Count!
• Build an effective, professional digital presence
• Make your website work FOR you
• Patient portal can engage patients and offload work
from staff (telephone, scanning and transcribing
data)
• Portal can accelerate office throughput times at
check-in/out, medical history and patient collections
• Solicit text message reviews and post them to boost
rankings and measure patient satisfaction
This Photo by Unknown Author is licensed under CC BY-NC
How Technology Can Improve
The Patient Experience
You Can Now Provide Care Where & When Patients Demand It
In response to the
Public Health Emergency…
CMS accelerated adoption
of TELEHEALTH
to improve access to care
and to limit the spread
The COVID-19 Crisis Illuminated the Benefits of
Telehealth for Patients
Patients who live in rural
areas, work during the day,
have mobility or
transportation problems can
check-in with their provider
from home/work
Convenience &
Flexibility
Reduce Exacerbation
of Chronic Problems
Reduce Transmission Patients Get Access to
Specialists
Patient can speak with
provider and determine if a
prescription or further tests
are needed
Trip to doctor’s office, urgent
care or hospital could put
patient at risk
Involve experts in the
patient’s care without the
patients having to travel
CMS made Medicare and Medicaid patients eligible
to receive telehealth medical and behavioral health
services, sped up provider enrollment
During the pandemic, CMS removed the
distinction between in-person and
telehealth visit
TEMPORARILY did not require bi-directional
(audio & video) communication,
recognizing that broadband was not always
available
More Patients & Providers Eligible for
Telehealth
Parity in Reimbursement
Removed technology requirementsThis Photo by Unknown Author is licensed under CC BY-ND
Summary of Medicare Telehealth Guidelines
How Providers Deliver More Personalized
Care Using Technology
E-Health Keeps Patients Engaged in the Own Care
Getting patient “buy in” to self-care is a constant
challenge.
• Keeping up with follow-up appointments
• Taking their Medications
• Monitoring heart rhythms, blood sugar or BP
• Exercising
Emerging Technology Improves
Patient Engagement and Compliance
This Photo by Unknown Author is licensed under CC BY-NC-ND
Wearables
Lead to
Better
Outcomes
Glucose
monitors
with no
finger stick
Reminder
apps (take
meds, appt,
walk or drink
water)
Fitbit to
track heart;
blood
oxygen
Home sleep
monitors to
detect apnea
Smart
clothing
monitors
EKG and EEG
Expert Monitoring and Early Intervention Using
Telehealth Saves Lives
Glucose levels automatically
integrate to physician EHR;
Decreased mortality by 6.5%
Gestational Diabetic
Pregnant Women
Patients suffering depression and
anxiety can connect with a therapist
or counselor during a crisis using
Talkspace, Betterhelp or Psycom.net.
Acts of suicide or violence are cut in
half with teletherapy
Mental Health
Senior citizens with comorbidities
who live alone are susceptible to
hip fractures and death after a
fall. 90% survive with fall
detection devices
Fall Detection
Virtual Reality Health
Insurance has now approved at-home, drug-free
VR Health Services via services (like VRPhysio)
 Well-suited to exercise, physical therapy and
rehabilitation
 No computer needed, only a downloadable to a
headset (like Oculus) from provider to stream
 Visualization and relaxation techniques in VR are
beneficial for treatment of depression, addiction,
trauma and other behavioral health conditions
 Providers can monitor patient progress in real-time This Photo by Unknown Author is licensed under CC BY-SA-NC
How Technology Can Boost
Efficiency, Profitability and Patient Satisfaction
Tech has become relatively inexpensive and easy to implement
Attracting
Patients
Website
Social media
Reputation
e-Appointment requests
Patients can find you online
Affirm that your practice is best for them
Able to book directly
Patient can request waitlist
Immediate post-visit patient reviews
Attracting
Patients
Website
Social media
Reputation
e-Appointment requests
Patients can find you online
Affirm that your practice is best for them
Able to book directly
Patient can request waitlist
Immediate post-visit patient reviews
Expand Care
Delivery and
Compliance
Telehealth
Virtual
Wearables
Provider can monitor in real-time
Intervene early
Avoid hospitalization
Improve health status
Attracting
Patients
Website
Social media
Reputation
e-Appointment requests
Patients can find you online
Affirm that your practice is best for them
Able to book directly
Patient can request waitlist
Immediate post-visit patient reviews
Expand Care
Delivery and
Compliance
Telehealth
Virtual
Wearables
Provider can monitor in real-time
Intervene early
Avoid hospitalization
Improve health status
Benefit
Practice
Operations
Text reminders
Patient registration
Check-in
Bill payment
Fewer no-shows, fewer missed revenues
Text balance notification speeds collections
Automated patient recalls automatically books annual visits,
check-ups
Conclusion
Technology has created a cost-effective opportunity to:
• increase access to care for patients
• enhance the quality of care
• improve efficiency of practice operations
• reduce costs
• boost practice profitability
Awards and Rankings
May I answer your questions?
Valora Smith Gurganious, MBA CHBC
Partner & Senior Management Consultant
DoctorsManagement, LLC
www.doctors-management.com
800-635-4040
© 2 0 2 0 K a r e o I n c . A l l R i g h t s R e s e r v e d .

How to Build a 5-Star Practice with a Patient-Centered Approach

  • 1.
    Presented By: Valora SmithGurganious, MBA CHBC Partner & Senior Management Consultant DoctorsManagement, LLC How to Build a 5-Star Practice with a Patient-Centered Approach
  • 2.
    Safe Harbor The information inthis presentation is confidential and proprietary to Kareo® and may not be disclosed without the permission of Kareo. This presentation is not subject to your license agreement or any other service or subscription agreement with Kareo. Kareo has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and Kareo’s strategy and possible future development, product, and/or platform direction and functionality are all subject to change and may be changed by Kareo at any time for any reason without notice. The information on this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. This document is for informational purposes and may not be incorporated into a contract. Kareo assumes no responsibility for errors or omissions in this document.
  • 3.
    • Welcome &Introductions • How Practices Attract Patients in the New Digital World • How Technology Can Improve the Patient Experience • How Providers Deliver More Personalized Care Using Technology • How Technology Can Boost Efficiency, Profitability and Patient Satisfaction • How Kareo Can Help • Q&A
  • 4.
  • 5.
    Kareo and PAHCOM SupportingYour Professional Development • PAHCOM has approved 1 CEU credit • You’ll be asked at the end of the webinar if you want a CEU certificate • Certificates will be emailed within the next few days • Attendees must be logged into the webinar to receive credit
  • 6.
    Valora Smith Gurganious,MBA, CHBC Partner & Senior Management Consultant DoctorsManagement, LLC • 12 years of Practice Management and Consulting Experience • 8 years of Investment Management Experience • Past Vice-Chair of a multiple-campus not-for-profit Health System Foundation • MBA – Harvard Business School • BA – Vanderbilt University • Certified Healthcare Business Consultant (NSCHBC) • Board of Directors – National Society of Healthcare Business Consultants • Lean Six Sigma “Champion”
  • 7.
    Practice Startup Operations Improvements PracticeGrowth & Transition Billing & Coding Audits Tax Planning & Preparation Value Calculation Regulatory OSHA, HIPAA, & CLIA HR Management Compliance Solutions Strategic Consulting Financial Solutions DoctorsManagement, LLC DoctorsManagement simplifies the business of medicine so that you can focus on caring for patients and controlling the future of your business.
  • 8.
    Building a 5-StarPractice with a Patient-Centered Approach Using Technology to Improve Patient Engagement and Practice Efficiency
  • 9.
    Building a 5-StarPatient-Centered Practice Technology is impacting EVERY aspect of healthcare continuum, including helping practices to: • attract more patients • improve the patient experience • deliver more personalized care • engage with patients outside of the office • boost practice efficiency and profitability This Photo by Unknown Author is licensed under CC BY-SA
  • 10.
    How Practices AttractPatients In the New Digital World
  • 11.
    How Do PatientsFind Their Doctors? Previously, patients talked with friends, co- workers or neighbors. Now, most start with ONLINE research from their personal device * Search engine (i.e. Google) key words * Social media (i.e. Facebook) * Reputation review sites (i.e. Healthgrades) * Practice website This Photo by Unknown Author is licensed under CC BY-NC-ND
  • 12.
    How Can aPractice Optimize Its Visibility Online? The picture can't be displayed. • Registering with search engines • Create a “responsive” mobile design • Provide links to your social media pages • List insurances that practice accepts • List Services, photos and bios of providers • Include a Map, phone (in header) and fax numbers This Photo by Unknown Author is licensed under CC BY-NC This Photo by Unknown Author is licensed under CC BY
  • 13.
    THE Most ImportantFactors Patients Look For OnlineSurvey by Scorpion, 2018 Before booking a doctors’ appointment….
  • 14.
    Components of anEffective, Professional Practice Website • Pro-actively seek and post-patient reviews • Include a “call to action” button throughout the site (“CLICK HERE to request an appt.) or book thru ZocDoc • Use larger font • Make navigation simple and intuitive • Include downloadable new patient forms • Allow patient to create a SECURE New Patient Portal Login (obtain SSL Certificate) • Complete demographic and medical history • Sign HIPAA, consent, financial policy forms • Insurance information • Method of payment for co-pays and balances This Photo by Unknown Author is licensed under CC BY-NC-ND
  • 15.
    Saving 8-minute phonecall into the practice ($2 of staff time) Data is entered directly into EHR, where it becomes part of the patient record (saving $1 of MA time) Since demographic,insurance and payment info have been collected in portal, check-in/out is accelerated! Patient Performs Admin Tasks Eliminates Staff Transcription Speeds Patient Check-in and Check-out This Photo by Unknown Author is licensed under CC BY-SA
  • 16.
    Use Website Analyticsto Attract and Better Understand Your Website Visitors Facebook, Google Paid Ads, Organic Searches? How many returning visitors? Where Are Your Visitors Coming From? How many hits per day? Which posts/ads garnered the most “likes”? Which Pages are They Visiting Most? Review “Click Through” or “Call Now” rates to measure ROI Are They Following Through and Booking? This Photo by Unknown Author is licensed under CC BY-NC
  • 17.
    Website, Social Media& Digital Marketing are Initial Touch Points to Engage Patients---Make Them Count! • Build an effective, professional digital presence • Make your website work FOR you • Patient portal can engage patients and offload work from staff (telephone, scanning and transcribing data) • Portal can accelerate office throughput times at check-in/out, medical history and patient collections • Solicit text message reviews and post them to boost rankings and measure patient satisfaction This Photo by Unknown Author is licensed under CC BY-NC
  • 18.
    How Technology CanImprove The Patient Experience You Can Now Provide Care Where & When Patients Demand It
  • 19.
    In response tothe Public Health Emergency… CMS accelerated adoption of TELEHEALTH to improve access to care and to limit the spread
  • 20.
    The COVID-19 CrisisIlluminated the Benefits of Telehealth for Patients Patients who live in rural areas, work during the day, have mobility or transportation problems can check-in with their provider from home/work Convenience & Flexibility Reduce Exacerbation of Chronic Problems Reduce Transmission Patients Get Access to Specialists Patient can speak with provider and determine if a prescription or further tests are needed Trip to doctor’s office, urgent care or hospital could put patient at risk Involve experts in the patient’s care without the patients having to travel
  • 21.
    CMS made Medicareand Medicaid patients eligible to receive telehealth medical and behavioral health services, sped up provider enrollment During the pandemic, CMS removed the distinction between in-person and telehealth visit TEMPORARILY did not require bi-directional (audio & video) communication, recognizing that broadband was not always available More Patients & Providers Eligible for Telehealth Parity in Reimbursement Removed technology requirementsThis Photo by Unknown Author is licensed under CC BY-ND
  • 22.
    Summary of MedicareTelehealth Guidelines
  • 23.
    How Providers DeliverMore Personalized Care Using Technology E-Health Keeps Patients Engaged in the Own Care
  • 24.
    Getting patient “buyin” to self-care is a constant challenge. • Keeping up with follow-up appointments • Taking their Medications • Monitoring heart rhythms, blood sugar or BP • Exercising Emerging Technology Improves Patient Engagement and Compliance This Photo by Unknown Author is licensed under CC BY-NC-ND
  • 25.
    Wearables Lead to Better Outcomes Glucose monitors with no fingerstick Reminder apps (take meds, appt, walk or drink water) Fitbit to track heart; blood oxygen Home sleep monitors to detect apnea Smart clothing monitors EKG and EEG
  • 26.
    Expert Monitoring andEarly Intervention Using Telehealth Saves Lives Glucose levels automatically integrate to physician EHR; Decreased mortality by 6.5% Gestational Diabetic Pregnant Women Patients suffering depression and anxiety can connect with a therapist or counselor during a crisis using Talkspace, Betterhelp or Psycom.net. Acts of suicide or violence are cut in half with teletherapy Mental Health Senior citizens with comorbidities who live alone are susceptible to hip fractures and death after a fall. 90% survive with fall detection devices Fall Detection
  • 27.
    Virtual Reality Health Insurancehas now approved at-home, drug-free VR Health Services via services (like VRPhysio)  Well-suited to exercise, physical therapy and rehabilitation  No computer needed, only a downloadable to a headset (like Oculus) from provider to stream  Visualization and relaxation techniques in VR are beneficial for treatment of depression, addiction, trauma and other behavioral health conditions  Providers can monitor patient progress in real-time This Photo by Unknown Author is licensed under CC BY-SA-NC
  • 28.
    How Technology CanBoost Efficiency, Profitability and Patient Satisfaction Tech has become relatively inexpensive and easy to implement
  • 29.
    Attracting Patients Website Social media Reputation e-Appointment requests Patientscan find you online Affirm that your practice is best for them Able to book directly Patient can request waitlist Immediate post-visit patient reviews
  • 30.
    Attracting Patients Website Social media Reputation e-Appointment requests Patientscan find you online Affirm that your practice is best for them Able to book directly Patient can request waitlist Immediate post-visit patient reviews Expand Care Delivery and Compliance Telehealth Virtual Wearables Provider can monitor in real-time Intervene early Avoid hospitalization Improve health status
  • 31.
    Attracting Patients Website Social media Reputation e-Appointment requests Patientscan find you online Affirm that your practice is best for them Able to book directly Patient can request waitlist Immediate post-visit patient reviews Expand Care Delivery and Compliance Telehealth Virtual Wearables Provider can monitor in real-time Intervene early Avoid hospitalization Improve health status Benefit Practice Operations Text reminders Patient registration Check-in Bill payment Fewer no-shows, fewer missed revenues Text balance notification speeds collections Automated patient recalls automatically books annual visits, check-ups
  • 32.
    Conclusion Technology has createda cost-effective opportunity to: • increase access to care for patients • enhance the quality of care • improve efficiency of practice operations • reduce costs • boost practice profitability
  • 33.
  • 36.
    May I answeryour questions? Valora Smith Gurganious, MBA CHBC Partner & Senior Management Consultant DoctorsManagement, LLC www.doctors-management.com 800-635-4040
  • 37.
    © 2 02 0 K a r e o I n c . A l l R i g h t s R e s e r v e d .