IntelliMarket Getting Started Manual

Transcription

1 IntelliMarket Getting Started Manual

2 IntelliMarket - IM Getting Started Guide

3 System Overview Data Modules and Reports Logging In Website, Credentials Contents System Functionality Building & Running Reports Report Dynamics Saving Reports Custom Groups Export Options

4 Detail Claims Data Raw Data Feed claim source (IQVIA) Detail-level insights similar to querying CMS 1500 Professional Services Claims processed through Third Party Administrator (TPA) Directional Place of service and referring practitioner not present on all claims State Boundaries Defined by patient origin (3 digit zip code) and patient date of service used for year-month aggregation

5

6 IntelliMarket Accessing the Claims Data Payor Details: Payer Details INTELLIMED provides the most insight into Payor information by providing: INTELLIMED provides the most insight into Payer information by: -Payor Payer Group -Payor Payer Type Type -Payor Payer Name Site Site of of Care Care is is captured in in three 3 ways: ways: Place of Service Billing entity address -Place Physician of Service NPI address -Billing entity address -Physician NPI address Payer Patient origin Referring Provider Diagnoses Place of Service Procedures Patient age and gender Rendering Provider

7 IntelliMarket Fields App Patient Count Claim Count Revenue Shared Patients Rendering Physician Count Referring Physician Count Patient Average Age IM Unique patients for selection criteria chosen Total claims for selection criteria chosen N/A (coming soon as average reimbursed charges) Unique shared patients for claims with a referral Count of unique rendering physicians Count of unique referring physicians Average age of patients on all claims returned TIP: All fact values (counts) in IntelliMarket are unique based on selection criteria and grouping options chosen.

8 Logging In IntelliMarket Google Chrome is best

9 Dashboard Module

10 Dashboards Summary Claims Data Visual display Four views Modify search criteria Interactive modules

11 Dashboards Navigation Marketplace > Macro view on trends in the marketplace Place of Service > Includes key summary statistics by POS Physician Relationship > describes how doctors are connected, providing views from both from rendering and referring perspectives Physician Snapshot > a one stop shop for information on a selected physician Ad-Hoc Reporting > Custom reporting on detail claims Custom Groups > Saved groups of claims data elements

12 Dashboards Navigation Database selection > If applicable, choose database to summarize Save report > Save report criteria selected for future use Clear > Removes selected criteria Refresh > Adds user selected criteria to summary reports Export PDF > Creates PDF of current view Dig Deep > Allows users to move from summary level view to Ad-Hoc query using same criteria selections from dashboard view

13 IntelliMarket Marketplace Dashboard Marketplace Provides a macro view on trends in the marketplace. Includes insights on diagnoses and procedure trends, as well as doctors and group practices to suggest how the provider mix is changing with time. Illuminates geographic trends in claims.

14 IntelliMarket Place of Service Dashboard Place of Service A place of service-driven lens on claims; providing details of the top group practices and top doctors associated with the selected place(s) of service. Includes key summary statistics, including top payors, POS Type mix, and top product lines.

15 IntelliMarket Physician Relationship Dashboard Physician Relationships describes how doctors are connected, providing views from both from rendering (with top referrers) and referring (to top renderers) perspectives. Includes key summary statistics, including top payors, POS Type mix, and top product lines.

16 IntelliMarket Physician Snapshot Dashboard Physician Snapshot a one stop shop for information on a selected physician. Includes office and family practice information, along with places of service, billing entities, market share, and Top Payors. Highlights relationships with other doctors in the form of Top Referring and Top Referred-to.

17 Ad-Hoc Query Module

18 Ad-Hoc Query Create Custom Queries Patient Demographics Diagnosis Procedure Payer Time Period Place of Service Referring Physician/Group Practice Rendering Physician/Group Practice Billing Physician

19 Ad-Hoc Query Navigation Menu Ad-Hoc Reporting > Access to predefined, user saved, shared and recently run reports Custom Groups > Create and access saved custom group Database Selection > If applicable, choose database to run detailed queries Report Output > Reports generate in CSV or interactive mode Run Report > Runs selected criteria and groupings Save Report > Saves selected criteria and groupings Clear > Clears all selected criteria and groupings

20 IntelliMarket Ad-Hoc Query Module Navigation Ad-Hoc Reporting Predefined Reports User Saved Reports Shared Reports Recently Run Reports

21 IntelliMarket Ad-Hoc Query Module Navigation Ad-Hoc Reporting Predefined Reports Sample reports High level

22 IntelliMarket Ad-Hoc Query Module Navigation Ad-Hoc Reporting User Saved Reports Saved criteria Open/run with new data

23 IntelliMarket Ad-Hoc Query Module Navigation Ad-Hoc Reporting Shared Reports User saved Shared by other users

24 IntelliMarket Ad-Hoc Query Module Navigation Ad-Hoc Reporting Recently Run Reports 20 recently run

25 IntelliMarket Ad-Hoc Query Module Navigation Criteria Selection Add Rule > filters data elements Add Group > nested and/or logic Delete > remove rules/groups

26 IntelliMarket Ad-Hoc Query Module Navigation Criteria Selection Data Element Menu > filtering data elements One criteria for each rule Not/And/Or > include, exclude, use and/or logic for rules

27 IntelliMarket Ad-Hoc Query Module Navigation Grouped Nested Logic Full flexibility of selection criteria, drag-and-drop UI allows for simple customization

28 IntelliMarket Ad-Hoc Query Module Navigation Selections default to equals but criteria may be added using an array of selection options like between, not equal to, begins with and more. For a list of items, you may copy and paste from Excel, or import a list of values separated by a comma, with no spaces. For multiple selections, choose in.

29 IntelliMarket Ad-Hoc Query Module Navigation Drop down selection allows users to manually select grouping selections Check boxes allow users to select all items in a grouping level as grouping selections

30 IntelliMarket Ad-Hoc Query Module Navigation Users can move groupers by clicking and dragging grouping selections to a new position Users can choose crosstab values and headers

31 Referral Methodology Explicit vs. Implicit Explicit referrals are never overwritten by an implicit referral, and self-referrals have been removed Implicit referrals do not go beyond 90 days from upstream practitioner to rendering practitioner Default query behavior is to include both implicit and explicit referrals (like PPI) New fact value called Average Implied Referral Time represents the average number of days for implicit referrals only Implied methodology only includes general practitioners as referring physicians by specialty (i.e. internal medicine docs, family medicine docs, etc.). They are only counted for surgical rendering specialties that would be meaningful to a hospital system. New selection criteria value in the Referring Physician group called Implied Referral Days. This selection variable that allows users to define the referral types they want. Setting implied referral days to 0 = explicit only

32 Referral Methodology Default - Explicit and Implicit Referrals in ICR are defaulted to include both Explicit and Implicit methodology.

33 Referral Methodology Referrals - Explicit To search Explicit referrals only: Add a rule and choose Implied Referral Days Choose Equal as the operator Enter zero in the criteria box (this is telling ICR to query for zero implied referral days)

34 Referral Methodology Referrals - Implicit To create user defined Implied referrals: Add a rule and choose Implied Referral Days Choose Between as the operator Enter the number of days to include implied referrals (i.e. choose any days between 1 and 90)

35 Custom Groups Creating Custom Groups Custom Groups > ability to save groups of criteria for easy retrieval Zip codes Physician NPIs Procedure codes Diagnosis Codes Patient age

36 Custom Groups Creating Custom Groups Select the pick list in which to create a custom group

37 Custom Groups Creating Custom Groups Name the folder for the Custom Group (i.e Orthopedics as a category name) Name the Custom Group, then press enter (i.e. Top Orthopedics Diagnosis Codes)

38 Custom Groups Creating Custom Groups Keyword Search/Paste items from Excel Manually Select Close to save when finished selecting items

39 Custom Groups Creating Custom Groups Add a rule Choose criteria from menu

40 Custom Groups Creating Custom Groups Select the Custom Group to add to your criteria Custom Group Name will populate Select best operator to fit your query

41 Custom Groups Creating Custom Groups Select the Custom Group to add to your criteria Custom Group Name will populate Select best operator to fit your query

42 Ad-Hoc Module Tips Start with a narrow selection criteria period (single year-month), then expand as necessary Use high-level groupings to verify claim counts before selecting multiple grouping options in order to understand how fact values are being aggregated and to avoid duplicate counts To speed up queries, use claim count as fact value initially, then expand as required based on results Use indexed, numeric fields when possible (physician NPI, zip codes, procedure and diagnosis codes) Use CSV export option for data analysis using third party applications like Excel (no formatting); use feature in CSV mode for long-running reports Sorts defaulted in descending order by first fact value Grouping by All Diagnosis and All Procedures will duplicate claim counts Use Primary Diagnosis (Dx) and Primary Procedure (Px) GROUPINGS to avoid duplication of claim counts Use All Dx and All Px for SELECTION criteria in order to search across all positions on a claim

43 Summary & Contact Information This presentation, while containing valuable getting started notes, does not cover everything you may encounter. We would recommend that you contact a Customer Relations staff member for additional assistance. For help, please contact our customer relations department at , option 1 or us at cs@intellimed.com