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PAGE 1 KAREO | @GoKareo; #KareoTip PAGE 1 KAREO | CONFIDENTIAL Patient Engagement, Meaningful Use & More

Kareo - Patient Portals And Your Practice

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Practices that have invested time and money in choosing, implementing, and converting to electronic health records are ready to reap the benefits—and patients portals are an important key to success. A well-implemented patient portal will help you achieve Meaningful Use incentives AND improve patient engagement and compliance while also simplifying time-consuming office tasks like reporting lab results and medical records requests. In addition to the financial and workflow benefits, patients are actually eager to connect with their physicians electronically. You just need to know how to make it all happen! In this webinar, Laurie Morgan will share strategies to help you: • Successfully implement your patient portal • Improve patient engagement, compliance, and outcomes • Meet some requirements to attest for Stage 2 of Meaningful Use

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Page 1: Kareo - Patient Portals And Your Practice

PAGE 1 KAREO | @GoKareo; #KareoTip PAGE 1 KAREO | CONFIDENTIAL

Patient Engagement, Meaningful Use & More

Page 2: Kareo - Patient Portals And Your Practice

PAGE 2 KAREO | @GoKareo; #KareoTip

Your Hosts Today…

Laurie Morgan Senior Consultant & Partner,

Capko & Morgan

Lea Chatham Content Marketing Manager, Kareo

Page 3: Kareo - Patient Portals And Your Practice

PAGE 3 KAREO | @GoKareo; #KareoTip

Our Schedule for Today…

1 Introduction & Welcome Laurie

2 Patient Portal: Meaningful Use, Engaged Patients & More

3 Discover Kareo’s Role

4 Answer Questions

Page 4: Kareo - Patient Portals And Your Practice

PAGE 4 KAREO | @GoKareo; #KareoTip

Participate via Social

Facebook.com/GoKareo

Twitter.com/GoKareo

Linkedin.com/company/Kareo

We’ll be live tweeting during today’s webinar! How to participate:

1. Follow @GoKareo on Twitter

2. Join the conversation using #KareoTip

3. Join Building Best Practices group on LinkedIn

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PAGE 5 KAREO | @GoKareo; #KareoTip

Laurie Morgan

Practice management and healthcare consultant

Focus on revenue growth, operational excellence and start-up strategy

Author of Management Rx e-book series: Get the Best From Your Medical Billing Service and Patient Flow Mistakes Smart Practice Manager Make – and How to Avoid Them

Laurie has an MBA from Stanford University

[email protected]

[email protected]

www.capko.com

Page 6: Kareo - Patient Portals And Your Practice

PAGE 6 KAREO | @GoKareo; #KareoTip

Our Schedule for Today…

1 Introduction & Welcome Laurie

2 Patient Portal: Meaningful Use, Engaged Patients & More

3 Discover Kareo’s Role

4 Answer Questions

Page 7: Kareo - Patient Portals And Your Practice

PAGE 7 KAREO | @GoKareo; #KareoTip

What the Heck is Patient Engagement?

NIH Center for Advancing Health (2010): “Actions individuals must take to obtain the greatest benefit from the health services available to them”

CMS: “the active participation of patients and their families in the process of making medical decisions”

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PAGE 8 KAREO | @GoKareo; #KareoTip

Why the Time is Now for Engagement

Shorter hospital stays – “quicker and sicker”

Better treatments for management of chronic illnesses – if self-managed

Early data show that engaged patients have better outcomes

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PAGE 9 KAREO | @GoKareo; #KareoTip

But What Does it Mean for Practices?

Payers are interested in the possibility of improved quality, lower costs

Programs already in place, and more to come, include engagement as a component

Tools that increase engagement—like portals—have direct benefits for practices, too!

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PAGE 10 KAREO | @GoKareo; #KareoTip

Patient Activation: Measuring Engagement

New: “Patient Activation Measure” or PAM

Find patients (40%+) who are uninformed, under-confident

U of O research, used by Wellpoint, Roche

The point: better outcomes, lower costs

Source: WSJ

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PAGE 11 KAREO | @GoKareo; #KareoTip

PCMH and PCSP

PCMH standards that

emphasize portals:

Enhanced access and continuity

Care planning and management

Self-care support, resources

Not just primary care

NCQA: www.ncqa.org/pcmh

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PAGE 12 KAREO | @GoKareo; #KareoTip

Meaningful Use Stage 2: Highlights

“CMS believes that EPs…are in the best position to encourage the use of health IT by patients to further their own health care.”

Higher level of utilization and demonstrated engagement.

Stage 2 emphasizes secure messaging and electronic transmission and access to patient information.

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PAGE 13 KAREO | @GoKareo; #KareoTip

Meaningful Use Stage 2: Portal Impact

New core objective: Use secure electronic messaging to communicate with patients on relevant health information

More than 5% of patients seen by the EP

New patient access objective: Allow patients to view online, download and transmit their health information within four days of its availability to the EP

More than 5% of patients seen by the EP

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PAGE 14 KAREO | @GoKareo; #KareoTip

Beyond MU: Other Benefits for Practices

Preventive care compliance=regular recurring revenue

– Parents using PHR were 2.5x more likely to meet child’s well-check schedule

– Children who missed more than half their well visits were more than 2x likely to be hospitalized

IntuitHealth study: 73% would pay online

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PAGE 15 KAREO | @GoKareo; #KareoTip

Beyond MU: Other Benefits for Practices

Portal access can enhance physician reputation1

– Patients who had used a portal were more satisfied with their physicians

– Some patients more loyal to a physician and/or health system after having access to

a portal

Portal access is becoming an important marketing tool

2/3 of patients would consider switching from a physician who didn’t offer a portal to one who did2

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PAGE 16 KAREO | @GoKareo; #KareoTip

Beyond MU: Other Benefits for Practices

Online scheduling allows for programmatic rules such as offering next available appointment first

Secure text and email allow patient reminders via more channels, and according to preference

Online labs and prescriptions save staff time

Patients may be more tolerant about EMR (laptop) use during the visit—since it is directly related to a benefit

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PAGE 17 KAREO | @GoKareo; #KareoTip

Does Your EMR Have an Integrated Portal?

Eliminates integration anxiety

May be faster and cheaper

EHR vendors aiming to meet MU 2

If you’re shopping for a new EHR, consider its portal option(s)

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PAGE 18 KAREO | @GoKareo; #KareoTip

Integrated Portal Example: Kareo

Page 19: Kareo - Patient Portals And Your Practice

PAGE 19 KAREO | @GoKareo; #KareoTip

Build It and Promote It So They Will Come

Agree on goals and leadership

Tune into radio station WII FM

Repetition and advance planning

Physician involvement

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PAGE 20 KAREO | @GoKareo; #KareoTip

Select a Leader and a Team

Someone has to be empowered to “own” the roll-out and measurement of the portal project

Make sure physicians are bought in—and that there is a physician leader

Set reasonable goals and track and report progress

Involve everyone

Celebrate victories!

Page 21: Kareo - Patient Portals And Your Practice

PAGE 21 KAREO | @GoKareo; #KareoTip

WII-FM: What’s In It For Me? (Your Patient)

Accenture study (2012) for AHIP:

83% of patients want access to their health records online*

90% want access to information, education to manage conditions*

88% want digital reminders for preventive or follow-up care

73% want to manage prescription refills online

72% would like to be able to book appointments online

* MU Stage 2 objective

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PAGE 22 KAREO | @GoKareo; #KareoTip

Repetition and Consistency Are Key

“Rule of Seven”

What are your messages?

Provider involvement: get them to “prescribe” the portal

Remind at all your touch-points

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PAGE 23 KAREO | @GoKareo; #KareoTip

Repetition and Consistency Are Key

Touch-points

Billing statements

Hold messages

Appointment reminders

Kiosks/tablets in reception

Exam Rooms

Website

Page 24: Kareo - Patient Portals And Your Practice

PAGE 24 KAREO | @GoKareo; #KareoTip

Allow Time for Patients to Learn

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PAGE 26 KAREO | @GoKareo; #KareoTip

Get Help From Your Vendor

Make sure you and your team know how it works for patients

Understand reporting capabilities

Ask for marketing assistance

Get input on best practices

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PAGE 27 KAREO | @GoKareo; #KareoTip

Join Peer Networks for Support—and Influence

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PAGE 28 KAREO | @GoKareo; #KareoTip

Be a Small Practice With Big Technology and WIN!

“My local doctor, the nurses, and the office staff all

knew me. That kind of personal care may be really

important to you, and it will be harder to come by in

a bigger institution.”

- Phyllis Johnson, Health Central Expert Blogger and Cancer

Patient

Page 29: Kareo - Patient Portals And Your Practice

PAGE 29 KAREO | @GoKareo; #KareoTip

Our Schedule for Today…

1 Introduction & Welcome Laurie

2 Patient Portal: Meaningful Use, Engaged Patients & More

3 Discover Kareo’s Role

4 Answer Questions

Page 30: Kareo - Patient Portals And Your Practice

PAGE 30 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

“…Make Your Practice a Best Practice!”

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PAGE 31 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

Cloud-based

Medical Billing

Patient Payment Services

Insurance Billing & Remittance

Scheduling & Practice Management

Electronic Health Records

Medical Billing Services

Education, Training, & Support Included

20,000 Providers Nationwide

Page 32: Kareo - Patient Portals And Your Practice

PAGE 32 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

Page 34: Kareo - Patient Portals And Your Practice

PAGE 34 KAREO | @GoKareo; #KareoTip

Kareo Marketplace

• Kareo Partners

• Online appt. scheduling

• Text reminders

• Recalls

• Phone visits

• Reputation Management

Page 35: Kareo - Patient Portals And Your Practice

PAGE 35 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

Page 36: Kareo - Patient Portals And Your Practice

PAGE 36 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

Page 37: Kareo - Patient Portals And Your Practice

PAGE 37 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

Page 38: Kareo - Patient Portals And Your Practice

PAGE 38 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

• Patient Dashboard

Page 39: Kareo - Patient Portals And Your Practice

PAGE 39 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

• Patient Dashboard

• Secure Messaging

Page 40: Kareo - Patient Portals And Your Practice

PAGE 40 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

• Patient Dashboard

• Secure Messaging

Page 41: Kareo - Patient Portals And Your Practice

PAGE 41 KAREO | @GoKareo; #KareoTip

Discover Kareo’s Role

• Kareo Partners

• Kareo Patient Portal

• Practice Dashboard

• Invite Patients

• Patient Dashboard

• Secure Messaging

• Patient Tools

– Clinical Summary

– Medical Record

– Payment History

– Online Payments

Page 42: Kareo - Patient Portals And Your Practice

PAGE 42 KAREO | @GoKareo; #KareoTip

Let’s Answer Your Questions

888-775-2736

[email protected]

Kareo.com/chat

Facebook.com/GoKareo

Twitter.com/GoKareo

Linkedin.com/company/Kareo

Follow us!

Page 43: Kareo - Patient Portals And Your Practice

PAGE 43 KAREO | @GoKareo; #KareoTip

More Questions?

• Kareo

– www.kareo.com

– www.facebeook.com/gokareo

– @GoKareo

• Laurie Morgan

[email protected] or [email protected]

– www.capko.com

– Blog: www.capko.com/blog

– www.facebook.com/capkoandcompany

– @capkoandcompany

– Management Rx: www.managementrx.biz

New e-book series – ask

me about review copies!