Business Intelligence Case Study with Jackson Clinic

Session Agenda

• Who is Jackson Clinic?

• What problems were they facing?
• Wh t was th
What their
i existing
i ti BI capabilities?
biliti ?
• Jackson Clinic BI Solution Review
• What are the results?
• What’s
What s next?
 Who is Jackson Clinic?

• A multi
multi-specialty
specialty physician group practice
• Established in 1950 - One of the largest of its
kind
• Located in Jackson, TN with facilities in Jackson,
Humboldt,, Huntingdon,
g , McKenzie,, and Milan
• Over 130 physicians in 25 specialties and sub-
specialties

• Steve Batchelor,, Controller

• Carl Rudd, Administrator
 Jackson Clinic Systems Diagram

Dynamics GP Misys Vision Old Patient Excel Files

Acctg System

Data Warehouse

`
Distribution to
Physicians
Analysis
y from
`
Steve Batchelor
 Analysis and Reporting Challenges

• Many disparate systems

• New patient accounting system with no
conversion of history
• Only lagging financial indicators
• Lengthy physician incentive calculations
• Little visibility
y by
ypphysicians
y to
performance throughout the year
• Multiple versions of the truth
 Many Disparate Systems

• Microsoft Dynamics GP
• Psi-Med – Old Practice Management
System
• Misys – New Practice Management
S t
System implemented
i l t d iin 2005
• Electronic Medical Records
• Many Excel files
 New Practice Management System – No Conversion

• Reports are difficult to generate over

periods of time that span both systems
• Lookup values are different between 2
systems
• Data
D t is
i ttracked
k d att diff
differentt levels
l l off d
detail
t il
 Lagging Financial Indicators

• Gross Revenue $ High g

• Little visibility to overall profitability or other key
operational metrics
• Always looking back to previous month’s financial
numbers

“They are lagging indicators that fail to capture much of the

value that has been created or destroyed by managers’
actions in the most recent accounting period
period.”
“The Balanced Scorecard”, Robert Kaplan
 Year-End Physician Incentive Calculations

• Complex calculations
• Requires large volume of data… difficult to
work with
• Many spreadsheets… manual calculations
• Time consuming to produce
 Multiple versions of the truth

• Many Excel files

• Multiple reports, different systems using
period (or “cut
cut-off
off”)) dates
• Different filtering techniques
• Different people tracking their own
spreadsheets
 Existing BI Capabilities

• Excel Spreadsheets
• Source Application Reports
• Cognos
C P
PowerPlay
Pl cubesb ffor G
Generall
Ledger, Payroll/HR, Production and
P ti t demographics
Patient d hi
• Steve Batchelor – Produced reports
manually
 Jackson Clinic BI Timeline

• Cognos PowerPlay – 2003

• Misys Implementation - 2005
• Patient
P ti t Accounting
A ti Data
D t Warehouse
W h –
Completed December 2006
 Cognos BI Implementation

• Built a foundation
• Software too complicated for most non-
analytical end users
• Source data difficult to parse, many
b i
business rules
l calculated
l l t d iin cube
b bbuilding
ildi
process
 Data Warehouse Implementation

• Provided visibility to data in new ways

• Needed front-end access to DW by
physicians
• Moving toward one version of the truth
• Allows data from multiple patient
accounting systems to be combined
• Business rules are built into the data layer
 A new day dawned…

Dynamics GP Misys Vision Psi-Med Excel Files

(Old System)

Data Warehouse

`
SQL Server
2005
Analysis Access via Web Browser
Services

SharePoint `
Jackson Clinic Physician Dashboard

• Dept and
Physician-
Level
Dashboard
• Physician
Productivity
• CMS National
Data Comps
• AMGA Comps
• Top Referring
Providers
 Technology used in Physician Dashboard

• Microsoft SQL Server 2005 Analysis

Services
• Microsoft SharePoint Services
• Decision Support Panel
• Microsoft SQL Server 2005 Reporting
Services
 Microsoft Windows SharePoint Services

• Collaboration
• Organization
• F
Foundation
d ti ffor bbuilding
ildi web-based
bb d apps
• Robust administration
• Integration with Microsoft Office System
 Decision Support Panel (DSP) Overview

• Links information stored in data

warehouses to corporate portals
portals.

• Web Parts pprovide business

card-sized, dynamic, graphical
overviews of information.

• One-click access to integrated

analysis tools.

• http://demo.dspanel.com/sites/ds Download Video from Web

pdemosite/default aspx
pdemosite/default.aspx
Decision Support Panel (DSP) Overview
 Results of Dashboard

Positive
• Moved from monthly to daily view – very helpful to
physicians
• Established platform for the future
• Physicians starting to catch the BI vision
• Most often requested analysis items are available every
day with meaningful comparisons to LY, by Dept, etc.

Negative
• Lots of software changes in last 12 months
 Lessons Learned

• You need more than a cube or set of reports

• Deliver right information to the right people

• One version of the truth is essential (data

warehouse)
 What’s Next

• Expand dashboard to nurse practitioners

• Clinical data warehouse (EMR)
• Enhanced
E h d reporting
ti / iinteractive
t ti analysis
l i
capabilities
• Additional BI training for providers
The future of BI at Jackson Clinic

EMR Dynamics GP Misys Vision Psi-Med Excel Files

(Old System)

Data Warehouse

`
SQL Server
2005
Analysis Access via Web Browser
Services

SharePoint `
 Call to Action

• Free 2
2-hour
hour DW / BI Project Assessment
-OR-
• Free 2-hour High-Level Data Readiness Analysis

Ken Raetz
kraetz@lbmc.com
615 309 2433
615-309-2433
 Thank You For Attending

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Questionnaires.

This PowerPoint presentation will be available for download

after the conference at:
http://www lbmctechnologyconference com
http://www.lbmctechnologyconference.com

Ken Raetz
kraetz@lbmc.com
615-309-2433