1. Phreesia The Leader in Patient Check-in
Enterprise Implementation Approach
Texas Tech University Medical Center
October 27, 2015

2. 2014 Phreesia Confidential Information
Agenda
Team Introductions
Product Demonstration
Project Scope
Phreesia’s Implementation Approach
Proposed Timeline
Keys to Success
I will cover Phreesia’s Implementation Approach, review Customer and Phreesia Team, what we find leads to success and a sample timeline.
2014 Phreesia Confidential Information

3. 2015 Phreesia Confidential Information
Team Introductions
2015 Phreesia Confidential Information

4. 2015 Phreesia Confidential Information
TTU Team
Brent Magers: Executive Associate Dean, SOM
John Berry: Senior Clinical Department Administrator
Scott Smith: CBO Director
Natalie Bryant: Director of Practice Development
Erica McDonald: Department of Pediatrics
2015 Phreesia Confidential Information

5. 2015 Phreesia Confidential Information
TTU Team
Practice Administrators:
Dermatology Kathleen McPherson
Ophthalmology Sandra Owen
Neurology Evelyn Silvas
Internal Medicine Lindsey Tubbs
OB/GYN Juanita Minnick
Urology Bowie McGinnis
Family Medicine Juli McCauley
Surgery Matt Driskill
Orthopaedic Surgery Abby McEwen
2015 Phreesia Confidential Information

6. 2015 Phreesia Confidential Information
Phreesia/EHRis Team
Phreesia Team
Jamie McCarthy: Executive Sponsor
Sandra Schittone: Vice President Strategic Accounts
Jen Nelson: Associate Director of Implementation
Sue Ann White: Enterprise Project Manager
Candia McNeal: Implementation Consultant
Brad Barnhorst: Integration Analyst
EHRis Team
Craig Luce: President, Executive Sponsor
Tim Rahaim: EHRis Interface Analyst
2015 Phreesia Confidential Information

7. Product Demonstration
2015 Phreesia Confidential Information

8. 2015 Phreesia Confidential Information
Project Scope
2015 Phreesia Confidential Information

9. Goal: All sites live prior to March 2016!
Overview of Project Scope
PHASE I
PhreesiaPad/Dashboard: Pediatrics and Orthopaedics
Full Dashboard capabilities: all other departments
Check eligibility, alert on high deductible, automate payment plans, credit card on file, display patient responsible balance, improve end of day reconciliation
PHASE II
PhreesiaPads: post Phase 1 or with written confirmation to extend PhreesiaPads to other departments
Goal: All sites live prior to March 2016!
2015 Phreesia Confidential Information

10. 2015 Phreesia Confidential Information
TTU’s Objectives
Speed up throughput & improve workflow
Gain efficiency with the patient updating their own information
Improve adoption of a best practice workflow
Increase Collections
Improve copay collections
Automate payment plans & “Card on File” applications to improve A/R >120 days currently not being fully collected
Improve AR hold buckets by confirming eligibility at every visit
Improve Patient Satisfaction
Patients engage in meaningful interviews that correlate to their visit
Increase Employee Satisfaction
Staff can focus on higher level tasks & remove the stress of the “money conversation”
2015 Phreesia Confidential Information

11. Phreesia’s Implementation Approach
2015 Phreesia Confidential Information

12. Our team of experts is with you every step of the way!
The Phreesia Way
Our team of experts is with you every step of the way!
Experienced implementation team that understand clinic operations
Onsite and remote services to meet TTU’s needs
Follow train-the-trainer model
We configure 90% of the application for you
Workflow consultation and transformation
Our most successful customers, including ENTA, Southcoast, Murfreesboro to name a few, will agree that these items contributed to their success.
2014 Phreesia Confidential Information

13. 2014 Phreesia Confidential Information
Phreesia’s Approach
Planning
Kick-off call
Project Planning
Data Gathering
Product & Integration Configuration
Super-User Training
Build & Validation
Workflow design
Core group training
Configuration Finalization
Test & Approval
Go Live
End-user Training
Customized Deployment Plan
Remote & onsite support
Fine-tune workflow
Optimization
Fine-tune workflow
ROI
Provide onsite & Remote Support
Transition to dedicated Account Manager
Simple Proven Approach
Planning is critical
Goals & Metric (gather historical data)
Dive into your clinic operations
Super User /Core team Training
75% of configuration completed
Build and Validation
Testing
Finalize Workflow
Prepare for Go-Live
Pads installed
Go Live
End User Training – combination videos, webex and onsite
Dashboard Live first
Pad Launch
Optimization
We continue to work with you to drive success
2014 Phreesia Confidential Information

14. Training Approach
The Train the Trainer model is designed to prepare the Core Group and designated Super Users with the product knowledge, resources, and skills needed to train end users and optimize workflow
Identify the Trainers
Understand the Strategy
Communicate Expectations
Execute Training
Measure User Competency
We follow a Train the Trainer model designed to prepare the Core Team, Super Users and Trainers with the knowledge, resources and skills needed to train and support your end users.
Identify the Trainers
Every organization is different.
Title is not as important as knowledge and respect of clinic staff.
Define your Training Strategy
Core team and Super User / Trainer training early is recommended
Require end users watch dashboard video before attending Dashboard webex training
Dashboard webex training – when, how often. Include your workflow
Onsite Pad training focused – we have scripts to help staff become comfortable
Communicate Expectations
Communication throughout the project is key
Tell Clinic staff what they can expect, when to expect it and what there role is. Reinforce “why Phreesia”
We have sample s from other large customers (ENTA)
Execute Training
Dashboard
PhreesiaPad
Measure User Competency
Repeat training as needed
2014 Phreesia Confidential Information

15. 2015 Phreesia Confidential Information
Project Timeline
2015 Phreesia Confidential Information

16. Draft Timeline (Aggressive)
TTU Project Timeline
Week
Draft Timeline (Aggressive) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Stage 1: Project Planning (10/5-11/2)
Stage 2: Discovery & Build
(10/22-12/4)
Stage 3: Testing & Validation
(11/9-12/8)
Stage 4: Training & Go Live Prep
(11/2-12/11)
Stage 5: Go Live Dashboard & Pads (2 locations)
(12/15-12/18)
Stage 6: Optimization
(12/21-12/31)
Stage 7: Closure
(1/4-1/15)
Stage 8: Phase II
(1/18 – 2/29)
Finally, this is a visual representation of your draft Phreesia timeline.
Questions.
2014 Phreesia Confidential Information

17. 2015 Phreesia Confidential Information
Keys to Success
2015 Phreesia Confidential Information

18. 2014 Phreesia Confidential Information
Keys to Success
Define and communicate customer goals throughout the organization
Project team and trainers identified early and committed
Thoroughly test configuration, interface, workflow and connectivity
Support the clinic staff and be open to workflow changes
Our most successful customers, including ENTA, Southcoast, Murfreesboro to name a few, will agree that these items contributed to their success.
2014 Phreesia Confidential Information

19. Thank You! Leading healthcare organizations choose Phreesia.
Your patients expect a seamless, automated experience from other industries. Why should your front office be any different?
Increase cash flow
Save staff time
Maximize patient engagement
2014 Phreesia Confidential Information