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Fall Forum November 10-11, 2010 Orlando, FL. www.smisupplychain.com Antitrust Meeting Guidelines Participation is voluntary – Participants should not.

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Presentation on theme: "Fall Forum November 10-11, 2010 Orlando, FL. www.smisupplychain.com Antitrust Meeting Guidelines Participation is voluntary – Participants should not."— Presentation transcript:

1 Fall Forum November 10-11, 2010 Orlando, FL

2 www.smisupplychain.com Antitrust Meeting Guidelines Participation is voluntary – Participants should not discuss: Current or future prices or costs of any product Future bids or upcoming specific business opportunities Current or future strategic plans or marketing efforts or pricing policies Specific Provider/Industry Partners or specific Provider requirements; data to be discussed should be in composite form to conceal the identity of any specific member The meaning of any price, cost or partner/IDN specific data

3 www.smisupplychain.com Whats New at SMI New Members SMI In the News Speaking and Leadership Advocacy Update Forum Focus Board Update

4 www.smisupplychain.com New Members - 2010 Advocate Health Care Childrens Hospital of Philadelphia Fairview Health Services FMOL Health System Kaiser Permanente Lifespan Sanford Health Texas Childrens University of Southern California Abbott Laboratories AtPar, Inc. BravoSolution BSN Medical, Inc. Cook Medical MediClick, Inc. Seneca Medical, Inc. TECSYS VUEMED, Inc. W.L. Gore & Associates

5 www.smisupplychain.com SMI in the News HPN Column on the spring Forum

6 www.smisupplychain.com SMI in the News AHRMM Supply Chain Strategies publications (summer & fall) – 2 part series on Supply Chain Integration with Clinicians (from an SMI Deeper Dive Team) Modern Healthcare, July issue – Dennis Orthman quoted on data standards adoption challenges

7 www.smisupplychain.com Speaking and Leadership John Gaida (Texas Health Resources) and Tom Hughes (SMI) delivered an educational session entitled Creating Continuous Joint Value with Measuring Effective Relationships. In a separate session Brent Johnson (Intermountain Healthcare), Keith Kuchta (Kimberly-Clark), and Dennis Orthman (SMI) spoke on Creating Strategic Partnerships. The following SMI members also presented at AHRMM 2010: Dennis Black (BD) Michael Louviere (Baptist Health System) Karen Conway (GHX)Jean Sargent (USC Health Sciences) Phil Pettigrew (Denver Health)John Cunningham (Universal Health System) Several other SMI member organizations were represented on the agenda as well including BJC HealthCare, Department of Defense, Johns Hopkins, North Shore Long Island Jewish, Novant Health, The Ohio State University Medical Center, Sisters of Mercy (ROi), Texas Childrens Hospital, and University Kentucky Healthcare.

8 www.smisupplychain.com Speaking and Leadership Dennis Orthman representing SMI… Pennsylvania Statewide Materials Management Association Conference 2010 CIHL Projects Oversight Committee CIHLs Gap Analysis between Retail and Healthcare Projector Advisory Board GS1 Healthcare US Leadership Team 2011 GHX Supply Chain Summit Advisory Board World Congress Supply Chain Leadership Conference Advisory Board Stonehill College guest lecture on Supply Chain Innovations Stonehill College Supply Chain Curriculum Advisory Committee

9 www.smisupplychain.com Speaking and Leadership AHRMMs George R. Gossett Leadership Award goes to… Jean Sargent – Director, Supply Chain USC Health Sciences

10 www.smisupplychain.com Speaking and Leadership Bellwether League - 2010 Award Recipients Ted Almon Carter F. Blake Br. Ned Gerber George R. Gossett Frank Kilzer Michael Louviere Robert Majors Franklin J. Marshall Daniel E. Mayworm Foster G. McGaw Mark McKenna G. Gilmer Minor III Curt M. Selquist Donald G. Soth Louis Vietti

11 www.smisupplychain.com Speaking and Leadership Joe Sheil, Director of Contracting at Beth Israel Deaconess Medical Center, named on the Ten People to Watch by Journal of Healthcare Contracting

12 www.smisupplychain.com Speaking and Leadership OSUMC named runner-up in HPNs Supply Chain Department of the Year

13 www.smisupplychain.com Speaking and Leadership Multiple SMI members named to the Gartner Top 25 Supply Chains selections committee Carol Stone, Bard James Olsen, Carolinas Florence Doyle, CHE Tom Egan, Medline Tom Harvieux, Sanford Health

14 www.smisupplychain.com SMIs Advocacy Program Advocacy efforts initiated based on SMI Member feedback Spring 2009 Actions To Date: 1. June 2009 – Formed Advocacy Committee: Carl Manley Steve Gundersen Nancy LeMaster Charlie Colpo Tom Hughes Dennis Orthman 2. Engaged legal counsel – Ed Corriea 3. Focus on data standards adoption

15 www.smisupplychain.com SMIs Advocacy Program Actions To Date (cont): 4. August 2009 Letter to ONCHIT Blumenthal Industry improvement via data standards is clear. EHR value enhanced with supply data SMI Members represent critical mass for adoption Requested meeting.

16 www.smisupplychain.com 5. June 2010 White Paper submitted to CMS 6. July 21, 2010 Meeting in Washington DC with Jonathan D. Blum, Deputy Administrator and Director, Center for Medicare Meeting topics: accelerating industrys adoption of standards UDIs impact on manufacturers creative funding possibilities SMIs Advocacy Program Actions To Date (cont):

17 www.smisupplychain.com 7. September, 2010 Follow-up email includes invitation to attend SMI Fall 2010 Forum CMS declines invitation 8. October, 2010 CMS contacts SMI, requests follow-up meeting Second meeting scheduled for December in Washington DC with leadership from CMS SMIs Advocacy Program Actions To Date (cont):

18 www.smisupplychain.com Focus on our Fall Forum 10 SMIs Got Talent Forum Guests Special Thanks Agenda

19 www.smisupplychain.com Forum Guests Collaborators Kris Russell – HPN Sarah Oaks – AHRMM Eric ODaffer - AMR/Gartner Dewey Freeman – CIHL Manuel Rosetti, UARK Matt Rowan – HIDA Brad Pedrow – GS1 Healthcare US Guest Speakers Jamie Orlikoff – Orlikoff & Associates Frank Trembulak - Geisinger Josh Feldstein –Marcom Group International Christina Vernon - Cleveland Clinic Lisa Molgren - UHS Others Ed Correia – Correia & Associates Michael Sykucki

20 www.smisupplychain.com Forum Guests Tom Nash – Ministry Health Care David Hargraves – University of Pittsburgh Medical Center Mary Beth Lang – University of Pittsburgh Medical Center Larry Strauss – Boston Scientific Pete Castagna –Fisher Healthcare John Abele – Professional Hospital Supply

21 www.smisupplychain.com Special Thanks Member Forum Participants Deborah Petretich Templeton – Geisinger Health System Brent Johnson – Intermountain Healthcare Tony Johnson – Novant Health Joe Sheil – Beth Israel Deaconess Medical Center John Cunningham – Universal Health Services

22 www.smisupplychain.com Agenda – Day 1, November 10 8:00 – 8:30 Welcome – Tom Hughes, SMI Whats New at SMI? 8:30 – 10:00 Keynote ~ Futurist (Jamie Orlikoff) 10:00 – 10:30 Break 10:30 – 11:45 Taking on Reform – Frank Trembulak, Executive Vice President and COO & Deborah Petretich Templeton, Vice President, Supply Chain Services – Geisinger Health System 11:45 – 12:00 Strategic Discussion Rounds Overview 12:00 – 2:00 pm Strategic Discussion Rounds – What can SMI do to Help Members with the Challenges of Healthcare Reform? 2:00 – 3:15 pm Value Based Purchasing: Health Economics IS a Strategic Decision – Josh Feldstein 3:30 – 5:00 pm Initiative/Project Breakout Sessions Recall Management Healthcare Supply Chain Uniqueness Accountable Care Organizations Comparative Effectiveness SMI New Member Orientation 6:30 – 10:00 pm Reception / Dinner

23 www.smisupplychain.com Agenda – Day 2, November 11 6:45 – 7:45 am Breakfast 8:00 – 9:30 am SMI2U Breakout Sessions (choose one) Green Initiatives – Christina Vernon, Senior Director, Sustainability and Environmental Strategy, Cleveland Clinic Developing Strategic Relationships - Brent Johnson, Vice President Supply Chain and Imaging Services, Chief Purchasing Officer, Intermountain Healthcare Leveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President, Chief Supply Chain Officer, Novant Health Sustaining Superior Cost Performance Across the Organization - Joe Sheil, Director of Contracting, Beth Israel Deaconess Medical Center A Clinically Integrated Supply Chain - John Cunningham, Vice President and Lisa Molgren, Corporate Director, Universal Health Services 10:00 a – 12:00 p General Session 10:00 – 11:00 Initiative/Project Updates > Recall Management > Healthcare Supply Chain Uniqueness > Accountable Care Organizations > Comparative Effectiveness 11:00 – 11:20 Recap of Strategic Discussion Rounds 11:20 – 11:30 Summation / Adjournment – Tom Hughes, SMI

24 Board Update

25 www.smisupplychain.com Board Changes Exiting Board Members Charlie Colpo, Owens & Minor Keith Kuchta, Kimberly-Clark Gary Wagner, The Methodist Hospital System Incoming Board Members Keith Lohkamp, Lawson Carol Stone, C.R. Bard Deborah Petretich Templeton, Geisinger Health System Executive Committee Chair – John Gaida, Texas Health Resources Treasurer – Steve Gundersen, BD Secretary – Jim Francis, Mayo Clinic Immediate Past Chair – Carl Manley, Sentara Healthcare Nominating Committee – Susan Schuette, Hill-Rom Membership – Armin Cline, Covidien

26 Strategic Discussion Rounds

27 www.smisupplychain.com Who is SMI? Founded and driven by our members Non-profit corporation established in 2005 Senior-level healthcare supply chain executives Representing providers and healthcare supply chain industry partners including manufacturers and distributors of medical/surgical supplies, pharmaceuticals, major equipment, IT companies and service providers United by our vision to: Influence positive change Shape future directions Advance the healthcare marketplace through internal efficiencies and improvements

28 www.smisupplychain.com Vision and Mission Vision: United in shaping an improved, more efficient healthcare supply chain Mission: Convene innovative leaders within the healthcare industry Create a neutral, balanced, developmental, and mutually beneficial environment Develop solutions through small, intimate work groups Produce results that solve real industry problems Work for the benefit of the entire healthcare supply chain

29 www.smisupplychain.com SMI Goals Raise the bar for healthcare supply chain standards Define and develop member- driven solutions Introduce and learn from non- healthcare methods Understand and appreciate risks and challenges Create opportunities for the best exchange of innovative ideas Deliver tangible results and demonstrate improvement What can SMI do about Healthcare Reform?

30 www.smisupplychain.com Session Outline Breakout discussion groups 2 hours Provider & Industry Partners and guests Board member facilitators What can SMI do to Help Members with the Challenges of Healthcare Reform?

31 www.smisupplychain.com SMI Uniqueness Non-profit organization Board equally comprised of provider and industry partners Committed to the industry at large - work for the benefit of the entire healthcare supply chain (not limited to members only) Provide SMI developed tools/outcomes to the industry free of charge All members pay annual dues Convene select group of innovative leaders and seasoned executives from within the healthcare supply chain

32 www.smisupplychain.com Employ interactive meeting process with blend of general sessions, roundtable discussions, and small group work teams Balance the needs of both providers and suppliers Afford all members a distinct voice Committed to transformational change Member dues are only source of revenue Work teams are self-selected and self- directed by members Member speaker bureau (SMI2U) SMI Uniqueness

33 www.smisupplychain.com SMI Uniqueness Produce solutions to real problems within the industry Collaborative effort between transactional trading partners from the various segments of the healthcare supply chain (providers, manufacturers & distributors, and service businesses) Action-oriented Forums (not mere attendees) Provide full transparency to membership Recognize healthcare supply chain as a competitive advantage Provider and industry partners work together to successfully lower expenses associated with the healthcare supply chain

34 www.smisupplychain.com Session Fundamentals Remain targeted on SMI uniqueness – our ability to make a difference Focus on tools and solutions Be engaged…think freely and openly Focus on the what…not the how – what impact can we have? Suspend judgment until appropriate

35 www.smisupplychain.com Process Flow Step 1 Brainstorm issues / challenges of healthcare reform on the supply chain (20 – 30 minutes) Step 2 Revisit each idea; is there something SMI might be able to do? yes / no If yes, what? (20 – 30 minutes) Step 3 Rank top 5 (5 – 10 minutes) Step 4 For the top 5, determine: - if it would fit within the SMI vision-mission-goals - if it would be unique to SMI (5 – 10 minutes) Step 5 Recap sheet to Teri Gallagher General Session Resumes at 2:00 pm

36 www.smisupplychain.com Process Documentation

37 www.smisupplychain.com Process Timeline 12:15 – 12:30 Moderator Intro/Overview 12:30 – 1:00 Brainstorming - identify issues/challenges of reform on the supply chain 1:00 – 1:30 What can SMI do? 1:30 – 1:45 Rank Top 5 - fit within the SMI vision-mission-goals? - be unique to SMI? 2:00 General Session Resumes

38 www.smisupplychain.com Altogether… Help ensure that SMI is THE Healthcare Supply Chain place to be!

39 www.smisupplychain.com Strategic Discussion Rounds - Luncheon Sessions Group AYellowtail A (LL) Group BYellowtail B (LL) Group CAnemone (L2) Group DLabrid (L2) Group EDamselfish (L2) Group FFantail (L2)

40 Breakout Sessions 1. Product Recall 2. Uniqueness/Differences 3. Accountable Care Organizations 4. Comparative Effectiveness 5. SMI Orientation

41 www.smisupplychain.com Product Recall Initiative Team Leader : Steve Huckabaa, Kettering Health Network Spring 2010 : FDA proposed creation of a joint workgroup of SMI, FDA, and HL7 professionals to explore/design the UDI databases potential to address recall notification content and speed issues. TODAY: Team completing standard template for notifications and will move to adoption. Future FDA collaboration is hoped for.

42 www.smisupplychain.com Industry Uniqueness/Differences Team Leaders: 1. Rosalind Parkinson, OSUMC 2. Keith Johnson, Coloplast Refined initiative scope and mission Prioritized supply chain focus areas Methodology via structured interviews CIHL retail project heavily engaged TODAY: Working to finalize interview questions and to establish healthcare baseline Help is needed to engage with other industry supply chain professionals

43 www.smisupplychain.com Accountable Care Organizations Initiative Team Leader: Deborah Templeton, Geisinger Health Industry Partner leader to be determined Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at forefront of reform changes to the industry External expertise to be sought Could result in multiple updates to members and the industry. NEW

44 www.smisupplychain.com Comparative Effectiveness Initiative Team Leader: John Cunningham, Universal Health Services Industry Partner leader to be determined Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at forefront of reform changes External expertise to be sought Could result in multiple updates to members and the industry. NEW

45 www.smisupplychain.com SMI Orientation Designed for New members All about SMI History Mission, Vision Governance How We Operate Collaborators Accomplishments Member Engagement SMI2U NEW

46 www.smisupplychain.com Breakout Sessions Recall Management Labrid, level 2 Healthcare Supply Chain Uniqueness Anemone, level 2 Comparative Effectiveness Fantail, level 2 Accountable Care Organizations Damselfish, level 2 SMI Orientation Yellowtail B, lobby level

47 www.smisupplychain.com Thursday Morning 8:00 – 9:30 am Breakfast in Oceans 5, lobby level, back6:45 – 7:45 am Green Initiatives – Christina Vernon, Senior Director, Sustainability and Environmental Strategy, Cleveland Clinic Labrid, lobby level, back Developing Strategic Relationships - Brent Johnson, Vice President Supply Chain and Imaging Services, Chief Purchasing Officer, Intermountain Healthcare Oceans 1, lobby level, back Leveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President, Chief Supply Chain Officer, Novant Health Oceans 3, lobby level, back Sustaining Superior Cost Performance Across the Organization - Joe Sheil, Director of Contracting, Beth Israel Deaconess Medical Center Oceans 4, lobby level, back A Clinically Integrated Supply Chain - John Cunningham, Vice President and Lisa Molgren, Corporate Director, Universal Health Services Oceans 2, lobby level, back General Session – 10:00 am

48 Project Updates and Initiative Breakout Sessions

49 www.smisupplychain.com SMI Web Site Update Key Statistics www.smisupplychain.comwww.smisupplychain.com continues to serve as key resource for our industry. Volumes by Month

50 www.smisupplychain.com 24 downloadable resources are now available at no charge on the web site. 3 2 2 2 1 3 2 2 2 1 4 SMI Web Site Update Key Statistics

51 www.smisupplychain.com 2977 SMI Tools and Solutions distributed since June 2008 SMI Web Site Update Primary Distribution Vehicle Who will be the. 3000 th ?

52 www.smisupplychain.com GS1 Healthcare US and Data Standards SMI is an official GS1 Healthcare US Advocate SMI and Data Standards

53 www.smisupplychain.com GLN Readiness Feedback Project All SMI members received request for participation in June 2010. Feedback via structured phone interview by KAS Consulting. Participation was 72 of 86 (84%) SMI members. 53 SMI and Data Standards

54 www.smisupplychain.com Question: Will you meet/have you met the sunrise date for GLNs of Dec. 31, 2010? Two out of three members surveyed reported that they will meet the sunrise date for GLN, December 31, 2010. 54 SMI and Data Standards

55 www.smisupplychain.com SMI GLN Implementation Workshop Response to member feedback project. Focus is on the details of how-to Organized into three sections: 1. Enumeration 2. Transactions (MMIS companies) 3. Hands-On/Ask The Experts No registration fee. Attendees pay own travel. Faculty from: OSUMCSisters of Mercy/ROiO&M Inc. LawsonMcKessonPeoplesoft GHXGS1 USSAP SMI and Data Standards

56 www.smisupplychain.com Industry-Wide GLN Implementation Workshop Partnership between SMI, AHRMM, and GS1 US Healthcare. SMI session acting as pilot Objective is mass adoption Planning currently underway: 1. March 2011 is one target. Possibly others. 2. Central USA location – Dallas or Chicago, 3. Will include MMIS experts and hands- on/Ask The Experts emphasis SMI and Data Standards

57 Breakout Sessions 1. Product Recall 2. Uniqueness/Differences 3. Accountable Care Organizations 4. Comparative Effectiveness 5. SMI Orientation

58 www.smisupplychain.com Initiative Update Product Recall Initiative Team Leader : Steve Huckabaa, Kettering Health Network Spring 2010 : FDA proposed creation of a joint workgroup of SMI, FDA, and HL7 professionals to explore/design the UDI databases potential to address recall notification content and speed issues. TODAY: Team completing standard template for notifications and will move to adoption. Future FDA collaboration is hoped for.

59 www.smisupplychain.com Initiative Update Industry Uniqueness/Differences Initiative Team Leaders: 1. Rosalind Parkinson, OSUMC 2. Keith Johnson, Coloplast Refined initiative scope and mission Prioritized supply chain focus areas Methodology via structured interviews CIHL retail project heavily engaged TODAY: Working to finalize interview questions and to establish healthcare baseline Help is needed to engage with other industry supply chain professionals

60 www.smisupplychain.com New Initiative Accountable Care Organizations Initiative Team Leader: Deborah Templeton, Geisinger Health Industry Partner leader to be determined Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at forefront of reform changes to the industry External expertise to be sought Could result in multiple updates to members and the industry. NEW

61 www.smisupplychain.com New Initiative Comparative Effectiveness Initiative Team Leader: John Cunningham, Universal Health Services Industry Partner leader to be determined Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at forefront of reform changes External expertise to be sought Could result in multiple updates to members and the industry. NEW

62 www.smisupplychain.com SMI Orientation Designed for New members All about SMI History Mission, Vision Governance How We Operate Collaborators Accomplishments Member Engagement SMI2U NEW

63 Project Updates and Initiative Breakout Sessions

64 www.smisupplychain.com SMI Web Site Update Key Statistics www.smisupplychain.comwww.smisupplychain.com continues to serve as key resource for our industry. Volumes by Month

65 www.smisupplychain.com 24 downloadable resources are now available at no charge on the web site. 3 2 2 2 1 3 2 2 2 1 4 SMI Web Site Update Key Statistics

66 www.smisupplychain.com 2977 SMI Tools and Solutions distributed since June 2008 SMI Web Site Update Primary Distribution Vehicle Who will be the. 3000 th ?

67 www.smisupplychain.com GS1 Healthcare US and Data Standards SMI is an official GS1 Healthcare US Advocate SMI and Data Standards

68 www.smisupplychain.com GLN Readiness Feedback Project All SMI members received request for participation in June 2010. Feedback via structured phone interview by KAS Consulting. Participation was 72 of 86 (84%) SMI members. 68 SMI and Data Standards

69 www.smisupplychain.com Question: Will you meet/have you met the sunrise date for GLNs of Dec. 31, 2010? Two out of three members surveyed reported that they will meet the sunrise date for GLN, December 31, 2010. 69 SMI and Data Standards

70 www.smisupplychain.com SMI GLN Implementation Workshop Response to member feedback project. Focus is on the details of how-to Organized into three sections: 1. Enumeration 2. Transactions (MMIS companies) 3. Hands-On/Ask The Experts No registration fee. Attendees pay own travel. Faculty from: OSUMCSisters of Mercy/ROiO&M Inc. LawsonMcKessonPeoplesoft GHXGS1 USSAP SMI and Data Standards

71 www.smisupplychain.com Industry-Wide GLN Implementation Workshop Partnership between SMI, AHRMM, and GS1 US Healthcare. SMI session acting as pilot Objective is mass adoption Planning currently underway: 1. March 2011 is one target. Possibly others. 2. Central USA location – Dallas or Chicago, 3. Will include MMIS experts and hands- on/Ask The Experts emphasis SMI and Data Standards

72 www.smisupplychain.com Future Forums 2011 May 10-12Dallas November 8 – 10Orlando 2012 May 15 – 17Dallas November 6 – 8Phoenix

73 www.smisupplychain.com Summation Please complete your evaluation and turn it in as you exit, or leave it on the table – your feedback is important to us! Future Forums May 10-12, 2011 in Dallas November 8-10, 2011 in Orlando May 15-17, 2012 in Dallas November 6-8, 2012 in Phoenix Comments / Questions?


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