Analyzer-Decision Support: A Customer Perspective

1. Analyzer-Decision Support: A Customer Perspective

3. Internet address: www.wfubmc.edu Internet Address Add’l Info @ Web siteInternet Address Add’l Info @ Web site

4. Medical Center Statistics 830 Licensed Beds 743 Faculty . . . 521 Clinical 441 Medical Students 9,628 Employees 3,945 WFUSM 5,683 NCBH 85 Medical & Surgical specialties/subspecialties 692,900 Patient Encounters 29,380 Admissions 14,925 Day Hospital 567,082 Outpatient 81,513 Other Facilities $393M Gross Charges $188M Collections 1.7M IDX BAR Invoices

5. IDX Applications @ WFUBMC BAR SCHD TES (including Ingenix/Medicode) Analyzer DBMS AES PCS EDI LastWord Open Referrals (installing) IDXtend for the Web (installing) IDXrad (installing) Hospital uses Scheduling also Medical Center using LastWord Med School and Hosp installing PeopleSoft Hospital uses Scheduling also Medical Center using LastWord Med School and Hosp installing PeopleSoft

6. Wake Forest University PhysiciansBusiness Operations / Finance

7. Why Analyzer? Fulfill growing decision support needs Provides Executive Information System Enables trend analysis and action Quick end-user reporting with drill down Promotes independence Reduces strain on transaction system Relational platform Decision support needs - Bus Office and Depts trends . . . budgets . . . actions . . . better info EIS - Graphical, quick look at trends, using Portfolios and/or PowerPlay for drill downs Flexible reporting - drill down (slice and dice) to answer questions easily & quickly Independence: from system performance issues from IS programmers end- user independence from Finance depts don’t have to wait - hours, days . . . Decision support needs - Bus Office and Depts trends . . . budgets . . . actions . . . better info EIS - Graphical, quick look at trends, using Portfolios and/or PowerPlay for drill downs Flexible reporting - drill down (slice and dice) to answer questions easily & quickly Independence: from system performance issues from IS programmers end- user independence from Finance depts don’t have to wait - hours, days . . .

8. Why Analyzer? END USER REPORTING WITH DRILL DOWN Trend Analysis Executive Presentations Quarterly Meetings with Chairs Ad Hoc Meetings Managers and Associate Directors Business Services Coordinators Micromanagement of Accounts Receivable Drill down by FSC, provider, division, location, billing area

9. END USER REPORTING WITH DRILL DOWN ACCOUNTS RECEIVABLE - Life blood Financial Analysis of the Practice Financial Performance Payer Mix Shift Physician Production (charges, RVUs) Collections Contractual Adjustments Gross Collection Percentage Net Collection Percentage A/R <90 days A/R >90; >180 days Why Analyzer?

10. Why Analyzer? END USER REPORTING WITH DRILL DOWN Collection Agency Turnover Collection Agency Recovery Day of Service Cash Collections Days in Accounts Receivable by Payer Year-to-Date and Prior Year Comparison Summary of Charges and Collections Charge Post to Lag Days Rejection or Denial Reports Survey Comparisons (Benchmarking) TES Trending

11. Analyzer/PowerPlay Demo Accounts Receivable Cubes Analyzer/PowerPlay Demonstration

12. Implementation Timeline October 1997: Contract signed January 1998: Implementation began November 1998: Live in WFUP Business Office March 1999: Live in departments Staffing and org changes (WFUP) caused delays As Beta IDX did an upgrade (Y2K, etc) also caused a delay Many tasks happen simultaneously IDX is shooting for a 4-6 month installation Staffing and org changes (WFUP) caused delays As Beta IDX did an upgrade (Y2K, etc) also caused a delay Many tasks happen simultaneously IDX is shooting for a 4-6 month installation

13. Cubes Used @ WFUP Invoice 1, 2, 3, 4 (Service Analysis) Invoice 5 (Income/Collection Analysis) Income Analysis Income Analysis 2 (Payments by Procedure) WFUP ATB WFUP Lag Days WFUP Rejection WFUP TES WFUP RVU (Gold = WFUP custom cubes)

14. Analyzer Users @ WFUP WFUP Finance - 5 WFUP Business Operations - 30 WFUSM Administration - 5 Department Administration - 50

15. Overall Considerations Project Management Joint effort among WFUP Finance and IS and IDX Training - Finance . . . IS . . . End-users Cognos training Dictionary Set-up Data Validation Cube understanding and design Portfolio design Security and access Timing of extracts, loads, and cube builds Technical issues Remember we were Beta. Project Mgt -timelines, definition team, dedicated leader determining the roles -IS vs Business;ownership will be joint, who does what, proper staffing Training - who, timing End-user = Finance and Departments Cognos training - designating Cognos experts (IS and Finance) Data Validation- must do, but timely Cube understanding - how IDX imparts this knowledge - lack of experience with cognos Security and Access - who has access to the server, Impromptu, PowerPlay Remember we were Beta. Project Mgt -timelines, definition team, dedicated leader determining the roles -IS vs Business;ownership will be joint, who does what, proper staffing Training - who, timing End-user = Finance and Departments Cognos training - designating Cognos experts (IS and Finance) Data Validation- must do, but timely Cube understanding - how IDX imparts this knowledge - lack of experience with cognos Security and Access - who has access to the server, Impromptu, PowerPlay

16. Next Steps/Decisions @ WFUP Accounts Receivable/Reimbursement analysis using Analyzer/PowerPlay templates Training Cognos Excel version Cognos Web version Cognos Impromptu use and access Additional Portfolio/Briefing books Census cube (MGMA ambulatory encounter) Enhancing existing cubes and reports Designing new cubes and reports

17. Q & A Contacts Denise Fetters Director of Business Operations Wake Forest University School of Medicine (336) 716-1239 e-mail: dfetters@wfubmc.edu Rick Weavil Director of Finance Wake Forest University School of Medicine (336) 716-6385 e-mail: rweavil@wfubmc.edu