Best Practice Workflow for Referrals to Intake to Delivery

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Silvester Fowler
6 years ago
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Bob Shireman Apacheta Mobile Business Solutions VP,

1 Best Practice Workflow for Referrals to Intake to Delivery Kevin McNamara Brightree LLC Senior Consultant Bob Shireman Apacheta Mobile Business Solutions VP, Products & Solutions Diana Dipierro Brightree LLC VP Customer Support HME

2 A Intake obtain referral Create Sales Order BDM efax WIP States B Insurance Verification Eligibility C Obtain Documentati on BDM MyForms Business Rules D Deliver Product Brightship MDM epurchasing Drop Ship E Confirm Sales Order

3 Bob Shireman Mobile Delivery Management

4 Segment Overview Core philosophies Easy Extensible Integrated Inexpensive Product Overview Customer Feedback Fall 2016 Release Future Feature Enhancements

5 MDM: From This

6 MDM: To This

7 Core Philosophies of MDM Easy Easy to purchase (Compelling ROI) Very simple to implement (Part time effort) Easy to learn (intuitive interface on web and mobile device- ios & Android) Extensible Seasonal releases expand functionality Brightree API enhancements are automagically consumed Integrated Integration into the Brightree system including Brightree Document Management Working to enhance the product ecosystem touchpoints: Payments & Other components e.g. Inexpensive Low monthly overall cost vs efficiencies gained

Product Overview: Scheduling Schedule The Route Scheduling screen will be displayed. Assign Orders Right click on an unassigned order marker (yellow push pin).

8 Product Overview: Scheduling Schedule The Route Scheduling screen will be displayed. Assign Orders Right click on an unassigned order marker (yellow push pin). Select Assign from the menu to add the order to the route. Assign order as required until your trip is complete. The orders will populate on the left side of the screen in the list grid.

9 Product Overview: Dispatch Change the Depot Departure Time as needed. Change the Service Time, per row, as needed. Click the Up or Down button to move the selected stop to the desired sequence in the list. Recalculate Schedule.

10 Product Overview: Monitor

11 Product Overview: Mobile Start Pre-Trip button to launch the Pre- Trip Vehicle Inspection process.

12 Product Overview: Vehicle Load Select a patient (or load by item type or item ID) to view the list of items for delivery. To load an item tap the checkbox in that row. A check mark will appear and the item s status will update to Loaded.

13 Product Overview: Mobile Service Turn by Turn Directions. Delivery Notes

14 Product Overview: Reports The Center Daily Activity report provides a summary-level snapshot, at route level, of all center-specific activity for a given date. Data can be exported to a PDF or CSV file. Fields marked with a red asterisk are required.

15 Product Overview: Reconcile Click Reschedule to open the Reschedule Order dialog box for the selected row. Click Unserviceable to open the Unserviceable dialog box for the selected row.

16 Customer Feedback: 3 C s Costs: Helps control costs Compliance: Workflow forces compliance Cash: Speeds billing and reduces DSO

17 Customer Feedback: Recently (Q3) surveyed our Brightree customer base Key feedback: Removing technician opacity Faster and improved billing efficiencies Reduction or elimination of paper Case Studies Family Medical ROI at $1000 per technician per month Geneva Woods Compliance & Improved Inventory Managment

18 Fall 2016 Release: Route Optimization

19 Future Features Improved Logistics Management Logistics Dashboard Territory Planning Continued Integration into Brightree Ecosystem Support Nougat (Android 7.0) & ios releases (10.x and beyond)

20 Kevin McNamara Brightree Application

22 Thank you

Revenue Cycle Worklist

Revenue Cycle Worklist Melissa Wagner Senior Consultant mwagner@brightree.com 678-243-1537 Cynthia Walters Billing Supervisor Sanford HME Cynthia.Henley@SanfordHealth.org 605-328-4424 What you will learn: