42
CRM in Healthcare: the path forward for engagement Dave Johnson, VP , Inspira Health Network, Innovations Center Jeff Fisher, Product and Client Strategy, Intraprise Health DVHIMSS 2018

CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

  • Upload
    others

  • View
    6

  • Download
    0

Embed Size (px)

Citation preview

Page 1: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

CRM in Healthcare: the path forward for

engagement

Dave Johnson, VP, Inspira Health Network, Innovations Center

Jeff Fisher, Product and Client Strategy, Intraprise Health

DVHIMSS 2018

Page 2: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Digital Healthcare Consumer Paradox

Confidential Intraprise Health, LLC © 2018

Secure with Vigilance™

Health Information Security Services

Certified HITRUST Assessor since 2011

Engage with Insight™

Enhanced Care Coordination

Digital Ecosystems for Service Line Acceleration

RESOLVED.

Page 3: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Health Network

• Southern New Jersey

• 3 Hospitals & 2 Health Centers

• 150+ care access points

• 1,100+ member medical staff

• Key systems • Cerner Millennium

• Soarian Financials

• InFor

• Microsoft (Office, AD, Azure, Dynamics)

Page 4: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

The Inspira Promise

Our promise is to deliver high quality care in a completely safe environment while using all of Inspira’s resources and

capabilities to exceed patient expectations.

Page 5: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

WOW Me Go beyond

expectations

Heal Me Provide high quality outcomes

Don’t Hurt Me Provide safe care

Delivering the Inspira Promise

Page 6: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Guiding Principle

Page 7: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Pressing need

In-source customer service function branded as

Healthcare Concierge – 1-800-INSPIRA

Own every touchpoint with the consumer

Page 8: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Opportunity Opportunity HIS Traditional Reach

The Case for CRM Health Consumer Journey

Awareness Consideration Purchase Service Loyalty

Marketing Information Access Choice Delivery of Care Repeat Customer?

Health+ PRM Customer Svc

Page 9: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

How else can we leverage CRM toward the creation of an Engagement Ecosystem?

Page 10: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Proliferation of Ideas Emphasis on technologies experienced outside of Healthcare

Examples include: Apps, Home Assistants, Beacons, and Bots

Page 11: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Development of Approach Focus centered on Patient Engagement

Ride the wave with other key systems’ initiatives (Cerner)

Features and capabilities must be compelling and align with digital natives’ expectations

Understand data needs and where data should live

Page 12: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Strategic Evaluation Understanding of fit with overall roadmap

Vendor solutions assessed according to “plug-ability” into ecosystem

Are they architected to support web services integration?

Are they willing and able to federate identity?

Can user engagement with their platform be instrumented? How else will we measure ROI and solution efficacy?

Page 13: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Deeper Collaboration with Marketing and Operations

Technology

Operations Marketing

Technology Operations Marketing

What can and should set us apart from our competitors?

How does consumerization and engagement contribute to marketing?

How does innovative engagement technology intersect with operations?

Page 14: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Multi-channel Engagement

Options to engage across all demographics Meet consumers where they are in the “digital journey”

BotsMillennials

AppsGeneration X

WebsitesBaby Boomers

TelephonesPost-War

Page 15: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Prioritize Security and Privacy

- Health Consumer Paradox - Multiple consumer “entry points” introduces privacy and security risk

Mitigate risk by unifying consumer identity and controlling vendor platform access through common framework

Page 16: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Instrument, Inform, Repeat

Record and analyze all health consumer engagement

Inform future initiatives with insights

Create a third Decision Support dimension

Page 17: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Services

Infrastructure

Data Management

Engagement Event Logging

Workflow Processing

CRM Functions

User Channels

Engagement Access Experience Accountability Transparency Operations

Platform

Security, Privacy, & Compliance

Management

Operations & Engagement Decision

Support

App & Vendor

Management

Identity

Management

Instrumentation

Management

Consent

Management

Page 18: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Innovation Center

&

Inspira Health+

Page 19: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Innovation Center

Page 20: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement
Page 21: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement
Page 22: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Engagement Ecosystem

• Access Center Customer Service

• Physician Relationship Management

• Service Line Orchestration

• <HR Customer Service>

• My Inspira app

• Inspira Compass app

• InspiraHealthNetwork.org

• Inspira FB Messenger Chatbot

• Inspira Alexa Skill

Internally-facing Consumer-facing

Page 23: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

User Channels

Curated Solutions

Identity & Authentication

Page 24: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

User Channels

Curated Solutions

Identity & Authentication

Page 25: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Access Center Customer Service

Page 26: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Physician Relationship Management

Page 27: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

PRM - Manager Dashboard

Page 28: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Health+ Initiative – Health Actions

Page 29: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement
Page 30: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

My Inspira App - UCC check-in

Page 31: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

My Inspira App - Health Actions

Page 32: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

awareness consideration choice - event service loyalty

Applicability Readiness Cost - Insurance

Consult

Mandatory Education Psych Eval Prep Tasks

Act - Prepare

Navigation Family updates Comfort & Clarity

Surgery

Follow-up Accountability Recovery Support Adherence Support

Post-Surgery Marketing

Campaigns Word of Mouth Referrals

Service Line Orchestration – Bariatrics @ Woodbury

Pre-surgery Class

Assign Welcome Health Action

Record interactions “Prescribe” My Inspira

Bariatric Coordinator

My Inspira Wearables Health Action

Attestation

Bariatric Patient

Campaigns

Marketing List Candidate Tracking Education and Nudging

Marketing

Education Classes

Event Attendance Tracking Intervention and Nudging SMS / Email / Phone

Bariatric Navigator

Post-Surgery

Page 33: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Compass App * Currently in app stores as “Inspira Compass”

Page 34: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Messenger Chatbot

Microsoft Bot

Framework

Page 35: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Findings • Inspira Health+ Initiatives

• Urgent Care Volume

• Referral Insights

Page 36: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Lessons Learned

• Serves as introduction and foundation for wearables

• High potential for service lines

• Health Actions have ubiquitous value

• High touch path required for chronic and co-morbid patients

Page 37: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Increased Urgent Care Volumes

10/8/2018 PROPRIETARY AND CONFIDENTIAL INFORMATION OF INTRAPRISE SOLUTIONS, INC.

Copyright © 2017 – ALL RIGHTS RESERVED

2016

2016

2016

2017

2017

2017

Oct

Nov

Dec

Patient Volume Increase: 153%

Page 38: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement
Page 39: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Inspira Call Center Referral Insights

Compare to Definitive Healthcare

Stats for Pain Management ~ 1%

Page 40: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Referral Average Travel Distance

Page 41: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Key Takeaways

• CRM is a key component of an ecosystem for healthcare consumer engagement

• Measure engagement to yield actionable insights and inform future engagement initiatives

• Take steps to resolve the Healthcare Consumer Paradox

Page 42: CRM in Healthcare: the path forward for engagementdv.himsschapter.org/sites/himsschapter/files/ChapterContent/dv/presentations/AC2018...CRM in Healthcare: the path forward for engagement

Questions