Dr. Tonmoy Sharma, Chief Executive Officer (CEO) of national behavioral health provider Sovereign Health shares his presentation from the 2016 State of Recovery Conference. The presentation will guide viewers on how to identify the systems and processes required to help them build and expand their practices, treatment facilities or behavioral health systems, and how to create a sustainable infrastructure. Dr. Sharma will also define the challenges of operating a residential behavioral health organization in the current health care climate and provide an overview of how these challenges have traditionally been met. Dr. Sharma's leadership has earned Sovereign Health a spot in the Inc.5000 fastest growing companies list for the past two years.

1. 24/7 Admissions Helpline
866-594-3271www.sovcal.com
Improving Outcomes Increasing Value
through Institutional Development
Dr. Tonmoy Sharma
Chief Executive Officer
Sovereign Health

2. The Sovereign Way
• “Sovereign Health is known for following an effective plan when treating
individuals recovering from mental health disorders, addiction and co-occurring
conditions. Our philosophy known as The Sovereign Way follows a commitment
to individualized, clinically driven and evidence-based treatment for our patients.
Sovereign uses cutting-edge technology and high-quality treatment methods to
provide each member of our many programs with the tools needed for a lasting
recovery.”

3. Sovereign’s Treatment Services
• Substance Use/ Dual Diagnosis
• Mental Health
• Cognitive Impairment
• Eating Disorder
• Chronic Pain
• Nutritionally Assisted Detox

4. Patients Served
Gender Specific Treatment Programs
• Adolescents (12 to 17 years old)
• Adults (18 years and older)
• Older Adults (Men 55 years and older)

5. Treatment Services- Market Differentiators
• Facilities Dually Licensed
• Substance Use / Dual Diagnosis
• Mental Health (no substance use)
• Joint Commission Gold Seal Certification
• Cognitive Impairment -
• Broad Continuum of Care (Detox / Residential / PHP / IOP)
• Geographically Dispersed Facilities

6. •Who We Serve

7. Behavioral Health Patients & Treatment Services

8. Sovereign’s Rapid Launch and Expansion
• Mental Health Patients represent 2/3 of all Behavioral Health patients
• Mental Health Treatment Options in short supply
• Sovereign Facilities with Dual Licensing gave us accelerated exposure
– still does
• Substance Use / Dual Diagnosis = 65% of Sovereign’s Patients
• Mental Health (no substance use) = 35% of Sovereign’s Patients

9. •Sovereign Expansion

14. Inc. 5000
• What is the Inc. 5000?
Every year since 2008, Inc. Magazine
has published a list of America’s 5,000
fastest growing private companies.
• Sovereign was included in:
2014
2015
• Growth Rate Data
The 2015 rankings placed Sovereign
Health in the top 23 percent of all the
ranked companies. Sovereign has
compiled an impressive three-year
growth rate of 365 percent. In all, the
company added 440 jobs increasing its
total workforce to 540.

15. How Did Sovereign Do It
The Three P’s
• People – Sovereign Staff – Take care of them first – they take care of their patients
• Patients – Provide quality care & customer service to the people we serve
• Profits – with sufficient attention to your staff and patients, with proper financial
management, profits will follow
• Corporate Structure
• Developing a corporate structure this is: robust, scalable, and nimble enough to
accommodate rapid growth and change is vital

16. •The Sovereign Franchise Model

17. The Franchise Model
• Shared Mission & Treatment Philosophy
• Common Treatment Programs
• Common Staffing Plan
• Well defined Policies & Procedures

18. The Franchise Model
• Shared Services
• Information Technology (IT)
• Human Resources (HR)
• Admissions
• Marketing / Public Relations / Corporate Communications
• Outreach
• Learning Management System
• Purchasing
• The purpose of these elements and services is to increase your quality
of care and treatment outcomes

19. Improving Outcomes
• Measurement Based Assessment and Care
• Focus on Delivering Quality Treatment Services
• Accurate Diagnosis and Assessment
• Multi-disciplinary team
• Detailed Assessment of Psychopathology
• Cognitive Testing
• Trained Medical Staff – Addiction Psychiatry
• Trained Clinical Staff

20. • Institutional Development

21. Institutional Development
• Clearly define business goals and
objectives
• Detailed Operation Policies and
Procedures
• Enterprise Level IT Infrastructure
• Robust and scalable
• Patient Information Management
System (PIMS)
• The OROP concept: One Record
One Patient Integrated with
your:
• CRM (Customer
Relationship Management
software)
• Admissions
• Finance
• Electronic Medical Records
• Select a therapist
• Schedule patient appointments
• Biopsychosocial (BPS)
• Individual Sessions
• Group Sessions
• Authorized Utilization Review (UR)
Forms
• Patient Advocate
• Discharge Plans
• Operations
• Customizable Reports

22. Institutional Development – Shared Services
• Marketing
• Strategy
• Messaging
• Marketing Events
• Conferences
• Continuing Education (CE)
• Continuing Medical Education (CME)
• Continuing Legal Education (CLE)
• Networking Events
• Webinars
• Digital Media
• Websites
• Branded Sites
• Microsites
• Social Media
• Distribution Platforms
• Computer
• Mobile
• Search Engine Optimization (SE)
• Public Relations Services
• National / Regional / Local
• Government Relations
• Business Associations
• PR Campaign Design and Execution
• Corporate Communications
• Employee Engagement
• Corporate Newspaper
• Content Development
• U.S Team (San Clemente)
• Managers / Editors
• Medical Writers / Staff Writers
• India Team
• Manager / Editors
• Staff Writers
• Production Services
• Video Studio & Control Room (San
Clemente)
• Editing (2 US / 2 India)
• Motion Graphics (Outsourced)
Communications

23. Institutional Development – Shared Services
• Human Resources
• Hiring
• Performance Reviews
• Personnel Issue Resolution
• Talent Acquisition and Development
• Employee Advocates
• Personal Development Plans
• If not the right fit…. Realize early
• Engaged Employees
• Hire for the WHY
• In most cases you can teach them the ‘how’ and the ‘what’

24. Delivering Excellence
Legacy to Inspire

25. Sovereign Health Group Innovations
• Information technology has made significant contributions to
medical Industry , where innovation plays a crucial role in sustaining
holistic well being of the patient.
• The scope of these emerging technologies is breathtaking and may
sound futuristic , but , Sovereign Health Group has developed and
brought these Enterprise level Innovations into its widespread use , a
game changer in behavioral health sector.

26. We’re losing the relay race
Hirotaka Takeuchi and Ikujiro Nonaka,
“The New New Product Development
Game”, Harvard Business Review,
January 1986.
“The… ‘relay race’ approach to
product development…may conflict with
the goals of maximum speed and
flexibility. Instead a holistic or ‘rugby’
approach—where a team tries to go the
distance as a unit, passing the ball back
and forth—may better serve today’s
competitive requirements.”

27. • Scrum is an agile process that allows us to focus on
delivering the highest business value in the shortest
time.
• It allows us to rapidly and repeatedly inspect actual
working software (every two weeks to one month).
• The business sets the priorities. Teams self-organize
to determine the best way to deliver the highest priority
features.
• Every two weeks to a month anyone can see real
working software and decide to release it as is or
continue to enhance it for another sprint.
Scrum in 100 words

28. Scrum has been used by:
•Microsoft
•Yahoo
•Google
•Electronic Arts
•High Moon Studios
•Lockheed Martin
•Philips
•Siemens
•Nokia
•Capital One
•BBC
•Intuit
•Intuit
•Nielsen Media
•First American Real Estate
•BMC Software
•Ipswitch
•John Deere
•Lexis Nexis
•Sabre
•Salesforce.com
•Time Warner
•Turner Broadcasting
•Oce

29. Scrum has been used for:
• Commercial software
• In-house development
• Contract development
• Fixed-price projects
• Financial applications
• ISO 9001-certified
applications
• Embedded systems
• 24x7 systems with 99.999%
uptime requirements
• the Joint Strike Fighter
• Video game development
• FDA-approved, life-critical
systems
• Satellite-control software
• Websites
• Handheld software
• Mobile phones
• Network switching applications
• ISV applications
• Some of the largest
applications in use

30. Characteristics
• Self-organizing teams
• Product progresses in a series of month-long “sprints”
• Requirements are captured as items in a list of “product
backlog”
• No specific engineering practices prescribed
• Uses generative rules to create an agile environment for
delivering projects
• One of the “agile processes”

31. Putting it all together

32. A sprint burndown chart
Hours

33. What is Agile
• A set of software best practices strung into an official set of principles
in 2001 as the Agile Manifesto.
• Principles of Agile:
• Individual and interactions over processes and tools
• Working software over comprehensive documentation
• Customer collaboration over contract negotiation
• Respond to change over following a plan

34. Unique Feature of PIMS
 Works on the concept of OROP (One Record One Patient) and
provides user friendly single page feature.
 Integrated with Salesforce – Information flows from Salesforce to
PIMS automatically.
 Integrated with GPS enabled chauffeur mobile application
 Has unique feature of daily update of patient i.e. EOSR,
Medication Audit Log, Incident Reports and infraction/rewards
details like features.
 Report generation feature for senior management.

35. Patient Information Management Services (PIMS)
The Patient Information Management System is a customizable and robust software system that can
manage multiple users involved in direct/indirect care of patient by capturing real time information
about the patient .

36. 1
2
3
Active Patient
Scheduler
Reports
Activity
Dashboard
4

37. Logins in PIMS :
• Client Care Specialist
• Intake
• Clinician
• Clinician Supervisor
• Utilization Review ( UR)
• Case Manager
• House Manager
• Finance
• Patient Advocate
• Re- admit

38. Intake : Appointment Scheduling
• Step 1 : Select the clinician

39. Step 2: Book an appointment

40. Step 3: View appointments for all locations – Centralized Scheduling

41. Intake : Bed Booking

42. Clinician Login : Filling the BPS/CR – Approval by Supervisor

43. UR login : Authorize the BPS/CR

44. UR Form :

45. Daily Update of Patient by Case Manager/House Manager

46. Finance Login / Patient Advocate Login

47. Report Generation :

48. Bed Availability Report

49. Innovations at Sovereign Health Group
PIMS
Chauffeur’s mobile app

50. Patient Information Management Services (PIMS)
The Patient Information Management System is a customizable and robust software system that can
manage multiple users involved in direct/indirect care of patient by capturing real time information
about the patient .

51. 1
2
3
Active Patient
Scheduler
Reports
Activity
Dashboard
4

52. Chauffeur's Mobile Application
• Ensures patient is safely Picked & Dropped
• Intimate both, Family and Facility at real time about the
Pick & Drop through GPS tracking and SMS alert
• Real time Information flow about the transportation for
the patient
• Enables the Chauffer to manage the Pick and Drop

53. Chauffeur's Application Flow

54. How Chauffeur’s mobile application works

55. Innovations in pipeline …………………………………
• Sovereign Interactive Portal – Referring Physician
• Appointment Scheduling mobile application
• Customized Sovereign Electronic Medical Record system.
• Sovereign Lead Generation system

56. Summary
• Mission – Driven by our WHY
• Clearly Defined:
• Business Goals & Objectives
• Policies and Procedures
• Measurement Based Assessment and Care
• Evidence based Care
• Enterprise level IT Infrastructure
• Shared Services
• Project Management Based approach to Health Care
• Franchise Model
• Excellence in Care
• Our PEOPLE

57. Never Forget The Three P’s

58. Thank You

59. For More Information
• CALL:
•800.637.1031
• OR VISIT:
•www.sovhealth.com