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Case Study About Facey Medical Foundaon Facey Medical Foundaon is a non-profit medical foundaon that manages Facey Medical Group. The Foundaon's corporate offices are located in Mission Hills, CA. Facey Medical Group has offices in the San Fernando, Santa Clarita, Simi, and San Gabriel Valleys. Facey is a mul-specialty medical group, with over 170 healthcare providers offering a broad range of speciales including primary care and OB/GYN, as well as medical and surgical speciales. They operate two Urgent Care Centers (Santa Clarita & Mission Hills) which offer comprehensive physician services, lab, and radiology seven days a week. The Business Challenge A few years ago, Facey began scanning their medical records with the Allcripts TouchChart product. Though far superior to a paper process, the product required manual indexing of the various medical forms into the document imaging system; this process was slow and tedious, requiring numerous staff. Facility directors needed access to the Service Request Forms (SRF) fast- er than the medical records department could get them into the system with their current staffing. Access to these forms is crucial to paent service and doctor sasfacon. Strategic Acons Crisna Gomez, HIM Manager at Facey, had extensive experience with document imaging. She was looking for an innovave document management soluon which would use OCR to readthe index data from the forms, freeing up staff to handle other tasks. The soluon needed to: Integrate seamlessly with their AllScripts TouchChart System Minimize the labor involved with scanning Provide a flexible soluon without requiring separator sheets or form bar coding Leverage their investment in their exisng Fujitsu fi-5750 scanners Provide a quick win, while allowing future expansion to other forms The Soluon The HIM Manager reviewed many integraon vendors, narrowed the list to three, and ulmately selected BizTech Healthcare Soluons. Aſter tesng two OCR technologies, Kofax Corporaons Kofax Capture coupled with Kofax Transfor- maon Modules (KTM) was chosen for the implementaon. This product greatly simplified their scanning process by uliz- ing an unaended module on the server to process scanned SRFs. The capture process is similar to their exisng workflow. Users scan the SRFs in batches. The SRFs are automacally separat- ed based on advanced form recognion soſtware. Users validate separaon, but only for documents with more than one page—this is a huge me savings. The EMRN captured from the form is then validated against the Allscripts database, and the name and date of birth are automacally populated in BizTech Opmizes Clinical Forms Processing at Facey Medical Group Our OCR journey with this product has allowed our HIM-Record Processing Division to help us achieve our strategic goal for the organization: To enable and optimize our EHR systems and workflows while keeping our clinicians and patients as our priority—ALWAYS.—Cristina Gomez, Manager of HIM, Facey Medical Foundation

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Case Study

About Facey Medical Foundation

Facey Medical Foundation is a non-profit medical foundation that manages Facey Medical Group. The Foundation's corporate offices are located in Mission Hills, CA. Facey Medical Group has offices in the San Fernando, Santa Clarita, Simi, and San Gabriel Valleys. Facey is a multi-specialty medical group, with over 170 healthcare providers offering a broad range of specialties including primary care and OB/GYN, as well as medical and surgical specialties. They operate two Urgent Care Centers (Santa Clarita & Mission Hills) which offer comprehensive physician services, lab, and radiology seven days a week.

The Business Challenge

A few years ago, Facey began scanning their medical records with the Allcripts TouchChart product. Though far superior to a paper process, the product required manual indexing of the various medical forms into the document imaging system; this process was slow and tedious, requiring numerous staff. Facility directors needed access to the Service Request Forms (SRF) fast-er than the medical records department could get them into the system with their current staffing. Access to these forms is crucial to patient service and doctor satisfaction.

Strategic Actions

Cristina Gomez, HIM Manager at Facey, had extensive experience with document imaging. She was looking for an innovative document management solution which would use OCR to ‘read’ the index data from the forms, freeing up staff to handle other tasks. The solution needed to:

Integrate seamlessly with their AllScripts TouchChart System

Minimize the labor involved with scanning

Provide a flexible solution without requiring separator sheets or form bar coding

Leverage their investment in their existing Fujitsu fi-5750 scanners

Provide a quick win, while allowing future expansion to other forms

The Solution

The HIM Manager reviewed many integration vendors, narrowed the list to three, and ultimately selected BizTech Healthcare Solutions. After testing two OCR technologies, Kofax Corporation’s Kofax Capture coupled with Kofax Transfor-mation Modules (KTM) was chosen for the implementation. This product greatly simplified their scanning process by utiliz-ing an unattended module on the server to process scanned SRF’s.

The capture process is similar to their existing workflow. Users scan the SRF’s in batches. The SRF’s are automatically separat-ed based on advanced form recognition software. Users validate separation, but only for documents with more than one page—this is a huge time savings. The EMRN captured from the form is then validated against the Allscripts database, and the name and date of birth are automatically populated in

BizTech Optimizes Clinical Forms Processing at Facey Medical Group

“Our OCR journey with this product has allowed our HIM-Record Processing Division to help us achieve our strategic goal for the organization:

To enable and optimize our EHR systems and workflows while keeping our clinicians

and patients as our priority—ALWAYS.”

—Cristina Gomez, Manager of HIM, Facey Medical Foundation

Copyright© 2013 BizTech Healthcare Solutions, Inc. all rights reserved. All products not named BizTech carry trademarks and names which are the property of their respective owners.

(cont.)

the index. This eliminates a manual exception process to handle the number of errors produced previously when non-matching user-entered TouchChart data was imported to Allscripts. The date of service is extracted by OCR and attached to the document index.

The majority of documents process into Allscripts with virtually no user intervention. Occasionally forms come through without EMRN; these are processed through the same workflow and are automatically separated into a special batch to be later researched by a specialized user. These forms can then be manually indexed by EMRN, minimizing data entry and reducing errors.

The KTM is tightly integrated with Active Directory and SQL, providing reports and audit data for the medical record department, and virtually eliminating the need for manual logs to track these forms through the department.

All of this was implemented in less than 30 days, and Facey looks forward to adding other forms in the near future.

The Return on Investment

Facey Medical Group is well-positioned to continuously achieve time and cost savings because its technical architecture for im-proving processes is now modular, extendible and standardized to add other applications from the Kofax Capture Workflow.

Some key benefits:

Reduces process time from days to hours

Significantly reduces errors and lost documents

Significantly reduces rework

Enables supervisors to see real-time work status for each document

Technologies Used

Kofax Capture

Kofax Transformation Modules

MS-SQL Server

Fujitsu fi-5750 scanners

Custom integration to AllScripts TouchChart System

As an authorized reseller, we are certified to install, support, and extend every product we represent.

BizTech Corporate: 200 Centennial Ave, Suite 200, Piscataway, NJ 08854 Tel: 732.761.2880 Fax: 732.761.3936 Email: [email protected] www.forbiztechhealth.com

About BizTech Healthcare Solutions

BizTech Healthcare Solutions, Inc. is a Microsoft Gold Certified, ISV Managed Partner and leading systems integrator for Work Process Automation and Web Business Applications. Our ProMed Series of Revenue Cycle Management Solutions is an award-winning application suite which reduces operating costs and increases cash flow and compliance. Solutions include: Automated HIM Charge Entry, Coding, Chart Man-agement, Verbal Orders, Release of Information, Patient Registration Scanning, Patient Record Scanning, EOB Solutions, and Enterprise Docu-ment Management & Workflow. Our solutions have integrated with Meditech, QuadraMed, 3M, TruCode, and Microsoft SharePoint, among others. ProMed Applications are web-based, reducing IS support and facilitating remote processing. ProMed applications can operate either hosted or installed on-site.