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From Paper to Tablet Overnight: A QuickBase Business Transformation Story

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From Paper to Tablet OvernightA Business Transformation Story

Kevin Simpson / Scott Burday & Charles Guilbert

CEO, SEVATI Therapeutics / Trinity

#EMPOWER2015

Kevin Simpson

CEO & Co-Founder

Scott Burday &

Charles Guilbert

Speaker Intro

#EMPOWER2015

Healthcare therapy

for homebound patients

About SEVATI

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Provide the absolute best in home healthcare therapy…

• For our Customers:

• Patients

• Home Healthcare Agencies (HHA’s)

• CMS

Our Goals

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…and provide a fantastic working environment:

• Therapists

• SEVATI Ops

Our Goals

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The most important aspect of the entire project;

• What were the areas that SEVATI wanted to change

the business processes:

• Increase Productivity

• Improve Service

• Best In Quality

Business Process Improvement

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• Looked at every aspect of the business to optimize it:

• Patient acquisition and care

• Therapist recruitment and credentials management, assignment to patients

• Patient visit frequency and scheduling

• Visit notes; recording of data and patient statuses

• Types of reports and optimizing each one for ease of input

• Alerts and notifications

• Billing and payments

• Expected report outputs

…to name just a few

Business Process Improvement

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“CHEETAH’s” Hard Results

• Increased Therapist utilization by 30%+

• Freed up 1 FTE that was QC’ing 100% of the incoming work and chasing paper

• Now near 0 compliance issues on Patient visits

• Customer invoices now go out the week after a visit, previously it was 6 – 8 weeks

• Patient visit reports are now available to HHAs immediately vs. up to 3-4 weeks after a visit

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“CHEETAH’s” Soft Results

• Enabled SEVATI team to focus on the business, not

the busy work

• Therapist are overjoyed with the application

• Automated quality control processes

• Real time visibility into all aspects of the business

• Reporting metrics that were previously not

available-KEY!

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Overview

Patient

Therapist Home Healthcare

Agency (HHA)

Episode

(60 days)

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1st Challenge Finding the right Therapist for the Patient

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Video: Find a Therapist

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The AnswerAutomated “Find a Therapist”

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2nd ChallengePatient visit scheduling, aka Frequency

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Video: Frequency Scheduling

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The AnswerFrequency scheduling tool

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3rd ChallengeEfficient Patient and Therapist scheduling

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Video: Calendar

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The AnswerFully Integrated Calendar + Scheduling

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4th ChallengePatient visit reports / notes / proof of visit

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The AnswerFull Patient visit reporting and digital signature capture

Extensive Reporting

Capabilities

Digital Signatures +

Electronic Route Sheets

Automated output to

BOX of all Patient

reports for HHAs

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5th ChallengeCustomer billing and Therapist payments

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The AnswerIntegrated customer billing and Therapist payment tools

Customer billing

Therapist payments

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The ResultComplete business transformation

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The ResultSpeed of execution

Patient

Therapist Home Healthcare

Agency (HHA)

From weeks

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The ResultSpeed of execution

Patient

Therapist Home Healthcare

Agency (HHA)

To hours

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• Vision

– Looking beyond the daily grind and able to see where the business

needs to go for future growth and profitability

• Leadership

– Top down commitment to enact business change

• Execution

– No stone unturned, making sure all processes are clearly defined

– Training to make sure the change is understood

Keys to Success

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In Summary

• Faster execution

• Increased efficiency / productivity

• Better people utilization

• Higher level of service and quality of output

…SEVATI is poised and ready for rapid growth!

#EMPOWER2015

Questions?