Case Management Cruise

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1 Case Management Cruise Adventure with MIDAS+ Nancy Johnson, MS, RN, CCM Director, Patient Family Support Services Mayo Clinic Hospital Phoenix, Arizona Barbara Craig, RN, MPH, CPHQ Regional Consultant ACS MIDAS+

2 Your Organizational Adventure By the end of this session, participants will discuss primary points relative to: Getting on board and establishing landmarks First cruise assessment Gap Analysis- for impact and survival Identifying the quick hits Making the most of each port Journaling Destination Next cruise - best choices

3 Getting on board Determine your landmarks Organizational Outcomes Vision/ Mission/ Strategy Essentials for Success Customer Focus Quality, service, value Case Management Delivery Expectations/ Deliverables Utilization Management Discharge Planning

4 First Cruise Assessment.. Team Mate Assessment Role/ functions/ workflows for the Case Workers Case Managers Social Workers Chaplains Areas of Impact Inpatient and Outpatient ED Awareness of other Module Cruisers Encounter/ Registration Module Admitting/ Patient Financial Service Use Risk Management/ Quality Patient Relations Infection Control

5 First Cruise Assessment.. Pertinent Modules for Case Workers UR Support Service Entry Certification Module Concurrent Review Avoidable/ Denied Days Discharge Planning

6 . First Cruise Assessment Documentation Efficiencies Electronic Medical Record (EMR) vs. Non-EMR Viewing by the Multidisciplinary team MIDAS+ Version Standardization Interface Solutions Financial Services

7 Jungle Analysis Case Management Use of MIDAS+ Optimum functionality Current use Desired use Gap Analysis Get into the detail Identify the champions Keep focus the destination Tell the story

8 Rough Water Survival Kit MIDAS+ Support Organizational Roles and Responsibilities Support System Manager IT Support Dept Leadership Administrative oversight Organizational Care and Feeding New functionality Version Updates Team Mate Review

9 The quick hits low hanging Module Standardization Gap Analysis Summary Dictionary field updates Work list workflow Maintenance and updates Technical coconuts System short cuts/ efficiencies Finding solutions Dashboard Workflows/ procedure /processes Training

10 How to make the most of each port.. one bite at a time Technical Interface solutions Departmental Updates Modules pilot phase if new use Evaluation to correct the course Work lists / Templates Agency tables Payor/ Agency linkages SmarTrack Reporting SmarTrack vs. ReporTrack

11 Enjoy each port each milestone.module Standardization Establish desired outcomes Commitment of Team Administration Communication plan Project rollup with timeline/ review

12 The Next Port Celebrate the milestones Dashboard MIDAS+ Reports Staff review/ feedback Support Service Partners and Relationship

13 Journaling Lessons learned: Identify the MIDAS+ champions Challenge. how things are..for what they can be Be out on deck.intimately involved in the details Identify your key Info Support links Commitment..care and feeding infrastructure Pilot new functionality and be willing to change the course after pilot evaluation Training of staff New and version updates Celebrate the milestones Be ready for the next journey

14 Destination --Keeping perspective Destination bound.. Make it a joy filled journey Organizational Current /Future Goals Productivity/ Efficiencies Return on Investment

15 All aboard next cruise Questions??