Business Intelligence Case Study with Jackson Clinic

Transcription

1 Business Intelligence Case Study with Jackson Clinic

2 Session Agenda Who is Jackson Clinic? What problems were they facing? What was their existing BI capabilities? Jackson Clinic BI Solution Review What are the results? What s next?

3 Who is Jackson Clinic? A multi-specialty physician group practice Established in One of the largest of its kind Located in Jackson, TN with facilities in Jackson, Humboldt, Huntingdon, McKenzie, and Milan Over 130 physicians in 25 specialties and subspecialties Steve Batchelor, Controller Carl Rudd, Administrator

4 Jackson Clinic Systems Diagram Dynamics GP Misys Vision Old Patient Acctg System Excel Files Data Warehouse ` ` Analysis from Steve Batchelor Distribution to Physicians `

5 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 physicians to performance throughout the year Multiple versions of the truth

6 Many Disparate Systems Microsoft Dynamics GP Psi-Med Old Practice Management System Misys New Practice Management System implemented in 2005 Electronic Medical Records Many Excel files

7 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 Data is tracked at different levels l of detail

8 Lagging Financial Indicators Gross Revenue $ High 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. The Balanced Scorecard, Robert Kaplan

9 Year-End Physician Incentive Calculations Complex calculations Requires large volume of data difficult to work with Many spreadsheets manual calculations Time consuming to produce

10 Multiple versions of the truth Many Excel files Multiple reports, different systems using period (or cut-off off ) dates Different filtering techniques Different people tracking their own spreadsheets

11 Existing BI Capabilities Excel Spreadsheets Source Application Reports Cognos PowerPlay Pl cubes for General Ledger, Payroll/HR, Production and Patient t demographics Steve Batchelor Produced reports manually

12 Jackson Clinic BI Timeline Cognos PowerPlay 2003 Misys Implementation P ti t A ti D t W h Patient Accounting Data Warehouse Completed December 2006

13 Cognos BI Implementation Built a foundation Software too complicated for most non- analytical end users Source data difficult to parse, many business rules calculated l in cube building process

14 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

15 A new day dawned Dynamics GP Misys Vision Psi-Med (Old System) Excel Files Data Warehouse SQL Server 2005 Analysis Services Access via Web Browser ` SharePoint `

16 Jackson Clinic Physician Dashboard Dept and Physician- Level Dashboard Physician Productivity CMS National Data Comps AMGA Comps Top Referring Providers

17 Technology used in Physician Dashboard Microsoft SQL Server 2005 Analysis Services Microsoft SharePoint Services Decision Support Panel Microsoft SQL Server 2005 Reporting Services

18 Microsoft Windows SharePoint Services Collaboration Organization Foundation for building web-based b apps Robust administration Integration with Microsoft Office System

19 Decision Support Panel (DSP) Overview Links information stored in data warehouses to corporate portals. Web Parts provide business card-sized, dynamic, graphical overviews of information. One-click access to integrated analysis tools. pdemosite/default.aspxaspx Download Video from Web

20 Decision Support Panel (DSP) Overview

21 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, etc. Negative Lots of software changes in last 12 months

22 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 One version of the truth is essential (data warehouse)

23 What s Next Expand dashboard to nurse practitioners Clinical data warehouse (EMR) Enhanced reporting / interactive ti analysis capabilities Additional BI training for providers

24 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 Access via Web Browser ` SharePoint `

25 Call to Action Free 2-hour DW / BI Project Assessment -OR- Free 2-hour High-Level Data Readiness Analysis Ken Raetz [email protected]

26 Thank You For Attending Please remember to fill out your Conference Questionnaires. This PowerPoint presentation will be available for download after the conference at: com Ken Raetz