This action might not be possible to undo. Are you sure you want to continue?
• • • • • •
Who is Jackson Clinic? What problems were they facing? What Wh t was th i existing BI capabilities? their i ti biliti ? Jackson Clinic BI Solution Review What are the results? What s What’s next?
g . and Milan . Controller . Humboldt. . Huntingdon. McKenzie.One of the largest of its kind • Located in Jackson.Who is Jackson Clinic? • A multi specialty physician group practice multi-specialty • Established in 1950 . TN with facilities in Jackson. • Carl Rudd. Administrator . • Over 130 physicians in 25 specialties and subspecialties • Steve Batchelor.
Jackson Clinic Systems Diagram Dynamics GP Misys Vision Old Patient Acctg System Excel Files Data Warehouse ` ` Analysis from y Steve Batchelor Distribution to Physicians ` .
Analysis and Reporting Challenges • Many disparate systems • New patient accounting system with no conversion of history • Only lagging financial indicators • Lengthy physician incentive calculations • Little visibility by p y y y physicians to performance throughout the year • Multiple versions of the truth .
Many Disparate Systems • Microsoft Dynamics GP • Psi-Med – Old Practice Management System • Misys – New Practice Management System implemented i 2005 S t i l t d in • Electronic Medical Records • Many Excel files .
New Practice Management System – No Conversion • Reports are difficult to generate over periods of time that span both systems • Lookup values are different between 2 systems • D t is t k d at diff Data i tracked t different levels of d t il tl l f detail .
Robert Kaplan . “The Balanced Scorecard”.Lagging Financial Indicators • Gross Revenue $ High g • Little visibility to overall profitability or other key operational metrics • Always looking back to previous month’s financial numbers “They are lagging indicators that fail to capture much of the value that has been created or destroyed by managers’ actions in the most recent accounting period ” period.
Year-End Physician Incentive Calculations • Complex calculations • Requires large volume of data… difficult to work with • Many spreadsheets… manual calculations • Time consuming to produce .
different systems using period (or “cut off”) dates cut-off ) • Different filtering techniques • Different people tracking their own spreadsheets .Multiple versions of the truth • Many Excel files • Multiple reports.
Production and Patient d P ti t demographics hi • Steve Batchelor – Produced reports manually .Existing BI Capabilities • Excel Spreadsheets • Source Application Reports • C Cognos P PowerPlay cubes f G Pl b for General l Ledger. Payroll/HR.
Jackson Clinic BI Timeline • Cognos PowerPlay – 2003 • Misys Implementation .2005 • P ti t Accounting Data Warehouse – Patient A ti D t W h Completed December 2006 .
Cognos BI Implementation • Built a foundation • Software too complicated for most nonanalytical end users • Source data difficult to parse. many business rules calculated i cube b ildi b i l l l t d in b building process .
Data Warehouse Implementation • Provided visibility to data in new ways • Needed front-end access to DW by physicians • Moving toward one version of the truth • Allows data from multiple patient accounting systems to be combined • Business rules are built into the data layer .
A new day dawned… Dynamics GP Misys Vision Psi-Med (Old System) Excel Files Data Warehouse ` SQL Server 2005 Analysis Services SharePoint Access via Web Browser ` .
Jackson Clinic Physician Dashboard • Dept and PhysicianLevel Dashboard • Physician Productivity • CMS National Data Comps • AMGA Comps • Top Referring Providers .
Technology used in Physician Dashboard • Microsoft SQL Server 2005 Analysis Services • Microsoft SharePoint Services • Decision Support Panel • Microsoft SQL Server 2005 Reporting Services .
Microsoft Windows SharePoint Services • • • • • Collaboration Organization Foundation f b ildi web-based apps F d ti for building bb d Robust administration Integration with Microsoft Office System .
p • Web Parts provide business card-sized.com/sites/ds pdemosite/default. dynamic.dspanel. • http://demo. • One-click access to integrated analysis tools.Decision Support Panel (DSP) Overview • Links information stored in data warehouses to corporate portals portals. graphical overviews of information.aspx pdemosite/default aspx Download Video from Web .
Decision Support Panel (DSP) Overview .
Results of Dashboard Positive • Moved from monthly to daily view – very helpful to physicians • Established platform for the future • Physicians starting to catch the BI vision • Most often requested analysis items are available every day with meaningful comparisons to LY. by Dept. Negative • Lots of software changes in last 12 months . etc.
Lessons Learned • You need more than a cube or set of reports • Deliver right information to the right people • One version of the truth is essential (data warehouse) .
What’s Next • Expand dashboard to nurse practitioners • Clinical data warehouse (EMR) • E h Enhanced reporting / i t d ti interactive analysis ti l i capabilities • Additional BI training for providers .
The future of BI at Jackson Clinic EMR Dynamics GP Misys Vision Psi-Med (Old System) Excel Files Data Warehouse ` SQL Server 2005 Analysis Services SharePoint Access via Web Browser ` .
Call to Action • Free 2 hour DW / BI Project Assessment 2-hour -OR• Free 2-hour High-Level Data Readiness Analysis Ken Raetz email@example.com 615-309-2433 615 309 2433 .
Thank You For Attending Please remember to fill out your Conference y Questionnaires.com 615-309-2433 .com http://www lbmctechnologyconference com Ken Raetz firstname.lastname@example.org. This PowerPoint presentation will be available for download after the conference at: http://www.