Today and Tomorrow. Copyright 2011 Allscripts Healthcare Solutions, Inc.

Transcription

2 Markets Evolve We Must Evolve PM Business Systems EHR Clinical Systems What s Next? Connectivity Analytics No one Care Coordination Performance Mgmt made this IDX Misys Medical Manager transition Allscripts Epic Cerner Who will lead? Who will make McKesson Nextgen the transition? Meditech Eclincal Copyright 2011 Allscripts Healthcare Solutions, Inc. 2

3 Lesson Learned Change yourself or someone else will do it for you.

9 $4,000 $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 Allscripts Market Capitalization ($MM) July Present Allscripts Value ~$4.0 BB $0 Allscripts Value ~$300 MM Oct-10 Jul-09 Apr-08 Jan-07 Oct-05 Jul-04 Apr-03 Jan-02 Oct-00 Jul-99 $500 Market capitalization reflects shares outstanding multiplied by price per share. Copyright 2010 Allscripts Healthcare Solutions, Inc.

18 Sony vs. Apple Performance optimization through traditional line of business strategies Sony Ericsson Phones Sony Playstation Sony Pictures Entertainment Sony VAIO Computers Telecommunications Consumer Electronics Media Tech Market convergence Innovation through convergence Mac iphone Tech Telco ipod itunes & Apple Store CE Media Copyright 2011 Allscripts Healthcare Solutions, Inc.

19 Allscripts 1 vs. Allscripts 2 Performance optimization through traditional line of business strategies Ambulatory Acute Post Acute Community Market convergence Innovation through convergence Core Clinical/ Financials Analytics/ Insights Care Coordination/ Connectivity Patient Consumer/ Engagement Copyright 2011 Allscripts Healthcare Solutions, Inc.

23 The Broad Landscape of Trends in Healthcare CONFIDENTIAL Government/ Regulatory Payers & Reimbursement Technology Provider Consumer Employer MU Stage 2 delay likely EHR regulation expanding, starting to include mobile medical apps ICD-I0 on target for 2013 Fee for Value vs. Fee for Service Payers positioning as key source of coordinated care Stimulus Incentives ANSI 5010 Readmissions, Recovery Audit Payers acquiring HIT vendors Consumer marketing to attract new customers through Health Insurance Exchanges Outlines for Accountable Care Organizations, Medical Homes Tablet computing Clinical + financial data combined to fuel analytics and business intelligence Cloud has not transitioned from images to clinical data yet Medical device connectivity into EHR Hospital and practice consolidation Coordinated care for disease management IT budgets increasing relative to other departments Payers purchasing providers Rise in influence of CFO Capacity constraints push more care to alternative venues urgent care, homecare Tepid response to initial CMS ACO guidelines Experiences in other markets affecting expectations for healthcare Smartphone use increasing demand for connectivity with providers Social media informing and influencing choice of providers and treatments Empowered to manage health with remote and mobile apps More aggressive in pushing for preventative care & compliance Shift from employersponsored plans to Health Insurance Exchanges Copyright 2011 Allscripts Healthcare Solutions, Inc

26 Payment Structures are Changing Quickly Nation s Largest Private Insurer: Sam Ho, the insurer's chief clinical officer, says the plan "is not just an exercise or a pilot," noting that it "represents a significant change in the architecture of our compensation models for doctors and hospitals." Between 50% and 70% of UnitedHealth's 26 million commercially insured members could be covered by valuebased contracts by 2015 Copyright 2010 Allscripts Healthcare Solutions, Inc. 26

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28 How do you move to a better tomorrow? Today +2.2% Tomorrow v1 Tomorrow v2 +4% Shifting payer mix Deteriorating case mix Decelerating price growth -17% Continuing cost pressure Copyright 2011 Allscripts Healthcare Solutions, Inc. 28

32 For Accountable and Value-Based Care: Making the Shift VOLUME VALUE Four Critical Questions: How to I put the right core systems in place? How do I coordinate care and connect key stakeholders? How do I engage patients/consumers? How do I use analytics to turn data into insights? Copyright 2012 Allscripts Healthcare Solutions, Inc. 32

34 One Example: Brown & Toland Allscripts Accountable Care Components Core EHR System (Allscripts Enterprise EHR) EHR Deployment to Community Physicians (MyWay + Community Sales Initiative) Health Information Exchange (Allscripts Community Record) Patient/Provider Integration (Allscripts Patient Portal) Clinical Analytics and Population Health (Humedica) Copyright 2012 Allscripts Healthcare Solutions, Inc. 34

36 For each MSA: Evaluate, Profile, Prioritize, Attack Status Approach Green We have an Anchor Account (Ambulatory, Acute or Both) that we are using to drive the MSA Leverage this Hub to Connect the Community (cross-sell solutions, add other provider groups, sell outsourcing and rev cycle services, layer in HIE (dbmotion) Yellow No Anchor Account yet (Ambulatory, Acute or Both) but Anchor prospects in the pipeline that we can use to drive the MSA Win Anchor Account (even as loss leader if necessary) Sell Surround Solutions into Competitive Accounts Red No Anchor Pipeline and Region not a Target /Strategic Priority or Realistic Possibility Sell Surround solutions into Competitive Accounts Copyright 2010 Allscripts Healthcare Solutions, Inc. 36

37 Change the language CHANGE THE TRIBE 37

38 Evolving to Value-Based/Accountable Care Readiness for Value-Based/ Accountable Care Patient/Consumer Engagement Analytics/ Insights Connection/ Care Coordination Core Systems Time Copyright 2012 Allscripts Healthcare Solutions, Inc. 38

42 Evidence Based Recommendations Delivered to the Point of Care Red icon indicates high severity active recommendations Orange icon indicates active recommendations of low or medium severity Gray icon indicates only ignored/excluded recommendations exist for this patient Copyright 2012 Allscripts Healthcare Solutions, Inc. 42

44 Pretty soon things change new markets will emerge. Information & Analytics: $16 Billion Revenue Cycle Services: $5 Billion Transformation Services: $5 Billion Connectivity & Care Coordination: $5 Billion Copyright 2012 Allscripts Healthcare Solutions, Inc. 44