crm in service sector
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Customer RelationshipManagement
CRM in Modern Health Care Delivery
Group Presentation – IS 6800Renee Ross
Hung !inn M"D"# $"D
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&genda
De'inition o' CRM
Importan(e o' CRM to General Managers Statisti(s
Industry leaders
Su((ess stories
Case Study – M) Health(are System *est Pra(ti(es
+essons +earned
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CRM – !hat is it-
CRM – .Strategy used to learn more a/out (ustomers needsand /ehaviors in order to develop stronger relationships
ith them1 http233guide"darinmag"(om3te(hnology3enterprise3(rm3inde4"html-5 last a((essed Septem/er %# %007" CRM – .&ny appli(ation or initiative designed to help an
organiation optimie intera(tions ith (ustomers#suppliers# or prospe(ts via one or more tou(h points – su(has a (all (enter# salesperson# distri/utor# store# /ran(h o''i(e#
!e/# or e9mail – 'or the purpose o' a(:uiring# retaining# or(ross9selling (ustomers"1 Goodhue# D" +"# !i4on *" H"# and !atson# H" $"# .Realiing *usiness *ene'its
;hrough CRM2 Hitting the Right ;arget In ;he Right !ay1 MIS Quarterly Executive, <ol" =# %# %00%# pp" >9>6"
CRM introdu(ed in =>>,
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Importan(e o' CRM to GMs
CRM (an?"
In(rease (ustomer servi(e levels Improve e''i(ien(y o' (all (enters
Cross9sell produ(ts more e''e(tively
Help sales sta'' (lose deals :ui(@ly Simpli'y mar@eting pro(esses
In(rease RAI
http233guide"darinmag"(om3te(hnology3enterprise3(rm3inde4"html-5 last a((essed Septem/er %# %007"
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Importan(e o' CRM to GMs
.Resear(h has shon
that (ompanies that(reate satis'ied# loyal
(ustomers have more
repeat /usiness#
loer (ustomer9
a(:uisition (osts#and stronger /rand
valueall o' hi(h
translates into /etter
'inan(ial
per'orman(e1 http233sie/el"(om5 last a((essed A(to/er =# %007"
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CRM Spending
%00= 9 8"8 /illion %00, 9 >"7 /illion
%00B proEe(tion 9 ,0"6 /illion Gartner estimates that large /usinesses spend
/eteen ,0 million and >0 million on CRMinitiatives over a ,9year period
Mello# &"# “Watch out for CRM’s hidden costs” A(to/er =# %00=5http233te(hupdate"dnet"(om3te(hupdate3stories3main30#=7=>#%8=8%6,#00"html5 last a((essed onA(to/er %># %007"
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CRM Spending
*udgeting 'or CRM – hidden (osts
ProEe(t management So'tare integration
Data maintenan(e
;raining
Gartner revealed many /usinesses
underestimate CRM (osts /y 709BF
Mello# &"# “Watch out for CRM’s hidden costs” A(to/er =# %00=5
http233te(hupdate"dnet"(om3te(hupdate3stories3main30#=7=>#%8=8%6,#00"html5 last a((essed on A(to/er %># %007"
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CRM In'rastru(ture
Integrated database
Sales
Billing
Accounts
Call center
Business IntelligenceProcess
Improvement
Refined Business Processes
Call Center FaxDirect
SalesStoreE-mail
Web
ccess
….
Fig. 2
Dy(he# $"# The CRM uide to Custo!er Relationshi" Mana#e!ent # &ddison9!esley# *oston# %00%
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CRM ;argets 3 Components
&ppli(ations
In'rastru(ture ;rans'ormation
&ll three are ne(essary# to some degree# 'orsu((ess'ul implementation o' CRM initiatives
Goodhue# D" +"# !i4on *" H"# and !atson# H" $"# .Realiing *usiness *ene'its ;hrough CRM2 Hitting the Right
;arget In ;he Right !ay1 MIS Quarterly Executive, <ol" =# %# %00%# pp" >9>6"
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Retention vs" &(:uisition
Re' %=# %%
Retention o' (ustomers gives greater /ene'it overa(:uisition o' ne (ustomers
*uilds trust and loyalty
)p9sell and (ross sell opportunities
Move (ustomers through the li'e(y(le&(:uisition# Groth and Retention
Movement ill ma4imie their value and in(rease pro'its
Studies indi(ate that in(reasing the num/er o'
(ustomers a (ompany retains ea(h year /y Eust BF
(an in(rease (ontri/ution to shareholder value /y70F to >BF
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Retention vs" &(:uisition
&verage )"S" (ompanies
lose %0F o' (ustomersevery year – not @noing
hy
Costs 6 to times more to
attain a ne (ustomer thanto retain (urrent (ustomers
http233"(rmtrends"(om3(rm"html5 last a((essed A(to/er %8# %007"
*lei(her# Paul" .&n Imposing Change"1 $har!aceutical Executive" $un %007" p"p" %69,0"
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CRM Su((ess Stories
80F o' organiations report su((ess ith CRM
programs
4amples )nion Pa(i'i( Railroad Sie/elJ
7B00 users 3 Repla(ed lega(y system 3 Strategi( part o' overall /usiness
intelligen(e strategy
Korthestern Memorial Hospital# Chi(ago PeopleSo'tJ B800 employees 3 Repla(ed lega(y system 3 .&utomation means
(lini(ians (an 'o(us more time on patient (are" Having PeopleSo't as a
support system ill help us a(hieve our mission o' patients 'irst"1
Re' # =6# %0
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CRM Lailure
Lailure rate o' =B9%BF
8BF o' CRM users (annot :uanti'y /ene'its
rass# P"# “CRM% &nce More, Without Reelin#” Mar(h =# %00,5
http233"('o"(om3arti(le3=#B,0>#8>783*S3=%37#00"html5 last a((essed A(to/er =B# %007"
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CRM Industry +eaders
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Company In'ormation Head:uarters in San Mateo# Cali'ornia Lounded =>>, B000 employees %"8 million users at 7#000N organiations %00, revenue 9 =",B /illion
Strategy .CRM 'or veryone1 – CRM so'tare solutions 'or any @ind o' organiation# any type o' user# and any /udget
Produ(t A''erings Sie/el *usiness &nalyti(s Sie/el An Demand Sie/el Sales Sie/el Pro'essional
http233sie/el"(om5 last a((essed A(to/er =# %007"
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Company In'ormation Head:uarters in Pleasanton# Cali'ornia Lounded =>8 =%#000 employees Serving =%#%00 organiations %00, revenue 9 %", /illion
Strategy Lle4i/le and adapta/le /usiness solutions
Produ(t A''erings PeopleSo't nterprise PeopleSo't nterprise Ane PeopleSo't !orld
=" http233"peopleso't"(om5 last a((essed A(to/er =# %007"
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Company In'ormation Head:uarters in *ellevue# !ashington
>00 (ustomers in B0 industries Strategy
;hrough three audien(e9spe(i'i( portals# Any4 mployee Portal#Any4 Customer Portal and Any4 Partner Portal# Any4 nterpriseCRM provides proven te(hnology ideal 'or /usiness environmentsthat need 'le4i/le# relia/le and managea/le CRM
Produ(t A''erings Any4 CRM4press Any4 Porta/le CRM Any4 &nalyti(s
http233"ony4"(om5 last a((essed A(to/er =# %007"
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Company In'ormation Head:uarters in !aldor'# Germany Lounded =>% ,0#000 employees %"8 million users5 =#B00 partners
Mission ;o provide (olla/orative /usiness solutions 'or all types o' industries
and 'or every maEor mar@et
Produ(t A''erings myS&P *usiness Suite myS&P RP S&P 4&pps
=" http233"sap"(om5 last a((essed A(to/er =# %007"
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=>
CRM and le(troni( Medi(al
Re(ords MRJ
.Initiative designed to help an organiationphysi(ian 3 hospitalJ optimie intera(tions
ith (ustomers patientsJ 'or the purpose o'
a(:uiring or retaining (ustomers patientsJ"1
Goodhue# D" +"# !i4on *" H"# and !atson# H" $"# .Realiing *usiness *ene'its ;hrough CRM2 Hitting the Right ;arget In
;he Right !ay1 MIS Quarterly Executive, <ol" =# %# %00%# pp" >9>6
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%0
Keed 'or MR
&r(hai( in'ormation systems
&((ording to the $ournal o' &meri(an Medi(al
&sso(iation# .as many as >8#000 patients die ea(h
year in )"S" hospitals 'rom preventa/le medi(al
errors
+a(@ o' relia/le health in'ormation"
Sart# Ki@@i# .& Pres(ription 'or le(troni( Health Re(ords1 Infor!ation Mana#e!ent 'ournal # <ol ,8# 7# %007# p"%09%%"
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%=
Mar@et 'or MR
;he mar@et 'or MR 'or physi(ians
e4(luding the hospitals is B00 M in %007
and e4pe(ts to gro to B * in %008
$" +arson# ;he &riona Repu/li(
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%%
Kational &genda 'or MR
. *O CAMP);RIIKG H&+;H RCARDS#! C&K &<AID D&KGRA)S MDIC&+
MIS;&S# RD)C CAS;S &KD IMPRA<C&R1
In the )S# every patient should have MR or HRithin =0 years
President *ushs State o' the )nion address# =3%03%007
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le(troni( Medi(al Re(ords
In Massa(husetts# *lue Cross Q *lue Shield o'
Massa(husetts plans to donate B0 millions to 'und a
pilot proEe(t that ele(troni(ally lin@s patients medi(alre(ords /eteen the hospitals and health (are providers
in , (ommunities"
;he goal is /uilding a stateide M system that(onne(ts hospitals and (lini(s" ;his mission has a
idespread support among insurers# hospitals and
do(tors"+" oal(y@# Glo/al Sta''
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le(troni( Medi(al Re(ords
MRJ
;ransition 'rom paper medi(al re(ords
PMRJ to MR re:uires strong physi(ian
leadership and institutions (ommitteemen o'
human and (apital resour(es
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Case Study
M) Health(are System
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Case Study
M) H&+;H C&R SOS;M
M) Health Care system (onsists o' %operational entities2S(hool o' Medi(ine SAMJ
)niversity Physi(ians )PJ2 medi(al pra(ti(e
M) Health Care )niversity Hospital
Colum/ia Regional Hospital
Clini(s
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M) S(hool o' Medi(ine
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M) S(hool o' Medi(ine SAMJ
D&K
&sso(iate Deans Chairpersons o' *asi( S(ien(e Departments
Chairpersons o' Clini(al Departments Medi(ine#
General Surgery# A/stetri(s and Gyne(ology#
Pediatri(s# Lamily Medi(ine?J)KI<RSI;O PHOSICI&KS
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,0
)niversity Physi(ians
Head(ount2
)P2 6,B ,0 physi(ians N %6B sta''J I;2 %% or ,"BF o' total )P head(ount
*udget2 )P s revenue2 ==0 M
I; servi(es2 %" M or %"BF o' revenue
le(troni( medi(al re(ords MRJ
ID system2 s(heduling and /illing
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,=
M) Health Care
C);I< DIRC;AR
CIA# CLA Hospital Dire(tors
)KI<RSI;O HASPI;&+
CA+)M*I& RGIAK&+ HASPI;&+
C+IKICS
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)niversity Hospital
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)niversity Hospital
;ertiary a(ute (are hospital
&ll servi(es e4(ept !omens Health and
Keonatal Intensive Care )nit KIC)J
;rauma Center
%60 *eds
Kum/er o' patients served2 ==#B,% %00,J
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Colum/ia Regional Hospital
%6%9/ed a(ute (are hospital
Surgery2 Arthopedi( Surgery# )rology# General
Surgery
Medi(ine
!omens Health Servi(es2 A/stetri(s# Gyne(ology
and others Keonatal Intensive Care )nit KIC)J
Kum/er o' patients served2 6#7 %00,J
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M) Health Care
Head(ount2 M) Health Care2 B00 employees
I;S2 =08 or =">F o' the total head(ount
*udget2 M) Health Care2 6%0 M
I;S2 =,"B M or a/out %"%F o' the total revenue
B0F o' /udget 'or personnel
B0F o' /udget 'or hardare# so'tare and outside supporting servi(es
;otal /eds2 B%%
;otal in9patients served2 =800>
;otal out9patient visits2 B77#,>B
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M) Health Care System
Customers2 Health (are providers2 physi(ians Patients
le(troni( (lini(al in'ormation is theorganiations e''ort to re(ruit and retain
(ustomers" Aperational e''i(ien(y Improved :uality o' (are
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M) H&+;H C&R
SOS;M
Hospital Clini(al In'ormation System le(troni( medi(al re(ords MRJ
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MI+S;AK
D<+APMK;S
Lall %00=# <i(e Chan(ellor 'or M) Health Care System#
(ommitted to develop ele(troni( medi(al re(ords" Dean and 4e(utive Dire(tor strongly supported the
proEe(t & physi(ian leader as appointed as a liaison /eteen I;
leadership and physi(ians"
Cerner as sele(ted as a te(hni(al provider 'or the proEe(t" Goal2 In(remental implementation o' system9ide
ele(troni( health in'ormation HIJ
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CRKR R+&;IAKSHIP
De(em/er %00= ;e(hnology 'ees# traditionally re'erred to as
.li(ensing and support1
Consulting implementationJ 'ees – pay as you
go
Septem/er %00, Autside (onsultants to renegotiate the (ontra(t
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CRKR CARPAR&;IAK
Lounded in =>>
Head:uartered in ansas City +eading supplier o' health(are in'ormation
te(hnology# ith more than B#%, asso(iates
and =#B00 (lients orldide" In %00,# it had a revenue o' 8,>"6 million
and net in(ome o' 7%"8 million"
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CRKR CARPAR&;IAK
A''ers (entralied ele(troni( medi(al re(ord to seamlessly
deliver health in'ormation su(h as la/oratory results#
images# medi(ation and allergy data to health (are teamsthat depend on (omplete# timely in'ormation" ;his in(reases
measura/le :uality o' (are
na/les e4e(utives to manage resour(es# (omply ith
regulations and re(ognie trends and /est pra(ti(es /y(om/ing (lini(al# operational and 'inan(ial data 'rom a(ross
the enterprise and the industry"
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+C;RAKIC MDIC&+
RCARDS ;he (ost o' (onverting paper medi(al re(ords
to ele(troni( medi(al re(ords is =0#000 –
,0#000 per physi(ian" ;he (ost o' ele(troni( (lini(al in'ormation is
/eteen B0 M – =00 M 'or health (are
system o' %9 , hospitals
+" oal(y@# Glo/al Sta''
M" M(Gee# In'ormationee@"(om
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MRs Progress
%00% ;he proEe(ts as laun(hed /ut progress as
impaired /y (on(erns a/out M) Health Care
Systems 'is(al situation"
>3%00, ;he proEe(t as rea(tivated on an a((elerated
time 'rame"
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7B
PatientsT Medi(al In'ormation
Clini(s Demographi( in'ormation in(luding
insuran(e
History2 allergy
Physi(al e4amination
+a/oratory2 /lood tests# radiographi( images
Diagnoses
;reatments
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Patients Medi(al In'ormation
Hospitals Demographi( in'ormation in(luding insuran(e
Physi(ians initial evaluation History Physi(al e4amination +a/oratory2 /lood tests# radiographi( images
Diagnoses ;reatments
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Patients Medi(al In'ormation
Hospitals Su/se:uent visits2
Progress notes2 medi(al students# residents and
attending physi(ians
Physi(ians orders
Kursing notes2 vital signs and assessment
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;raditional Medi(al In'ormation
Dra/a(@s Important (lini(al in'ormation is not timely
availa/le2
outpatient in'ormation is not availa/le hen the patientis admitted to the hospital Consultations
Ine''i(ien(y2 Dupli(ation o' e''ort ;ime (onsuming Illegi/le re(ords Missing medi(al re(ords
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7>
PATIENT
Attending
NursesResidents
Family
Student Student
Consultants
Clerks
Xray
Lab
OR
Techs
Pharmacy
Transort!ed record
#CFA
Ethics
Insurance
$CA#O
Comuter
Comliance
Policies
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B0
Hospital Clini(al In'ormation System
Medi(al re(ords Cerner H*AC
Arders Cerner H*AC
Materials management Pro(ure IMMS
Clini(al pathology &+G )H onlyJ &+G CRH onlyJ
&natomi( pathology CoPath M !estern star
Pharma(y Pharma@on H*AC
Aperating room SurgiServ ARSAS
Radiology M&RS H*AC
Cardia( (ath la/ !hitt )H onlyJ !hitt CRH onlyJ
)H CRH
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B=
&((omplished ProEe(ts
Hospital (lini(al in'ormation system )HJ Physi(ians orders Pro'ile medi(al re(ords managementJ system at )H Do(ument imaging – (lini(al and 'inan(ial
MR )H and Clini(sJ Clini(al in'ormation is 'loed into the Central Data Center and thus
retrieva/le through Poer(hart Do(umentation ith Poer(hart
LirstKet – mergen(y Departments tra(@ing and triage Cerner runs the Central Data Center o'' (ampus Poer Chart is an ele(troni( 'ormat o' standard (onsultation
notes# progress notes and operative notes"
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B%
PA!R CH&R;
Physi(ians ele(troni( medi(al re(ords
Stru(tured do(uments2 Consultation notes
Progress notes
Aperative notes
Se(ured ele(troni( signatures
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B,
Current ProEe(ts
%007 Pharma(y system – )H – co!"lete
Aperating Room Management system – )H
Repla(ing2 Radiology system 9 )H3CRH &natomi( pathology system 9 )H3CRH Clini(al pathology system 9 )H3CRH *lood /an@ system 9 )H3CRH
Physi(ian and nursing do(umentation on9line 'or in9patentdo(umentation
.Poer Chart o''i(e1 in the (lini(s
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B7
MR Programs Goals
Patients2 Improved :uality o' (are
Pro%iders2 *etter or@ing environment
!& #ealth Care System2 nhan(ed
'inan(ial per'orman(e
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BB
MRs *KLI;S
Patient (are ill improve *etter health out(omes Higher satis'a(tion
Providers lives ill /e /etter asier# more time to provide good (are 'rom
improved e''i(ien(y ;he /ottom line ill /e enhan(ed
De(reased (osts# in(reased revenues
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B6
!hat are medi(al errors-
&dverse event &J2 inEury or death o' a patient
Kear miss2 an event or situation that (ould haveresulted in & /ut did not
Medi(al rror2 'ailure in e4e(ution o' plan and its details AR
use o' rong plan
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B
Comple4 Kature o' Medi(al
Care
IC) study &verage o' =8 .a(tivities1 per patient perday
>>F pro'i(ien(y rate means =" errors per
patient per day ven >>">F may not /e sa'e enough
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B8
+atent rrors in System Design
;hree Mile Island# *hopal# Cherno/yl#
Challenger disaster
.&((idents aiting to happen1
Human error is pro4imate (ause
Root (ausesJ present in system 9 long time ;he error is a symptom o' the underlying
systemi( disorder
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B>
Perspe(tive on medi(al errors
Physi(ians# nurses# pharma(ists are highly trained#
(are'ul# and dedi(ated pro'essionals
+a(@ o' aareness o' s(ale o' pro/lem
Most errors do no harm
Most errors are symptoms o' the underlying
systemi( disorder" MR is one o' the solutions to the systemi(
disorders o' the health (are delivery
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60
;he !or@ o' Providers
!hat is the real or@ o' health (are
providers# i"e"# those ith dire(t patient
(onta(t- Pro(ess in'ormation
&pply te(hni(al s@ill
*uild relationships
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6=
In'ormation Pro(essing
Start ith a /aseline @noledge and e4perien(e
&(:uire in'ormation 'rom the patient
Supplement ith e4amination and diagnosti(
testing – /oth past and present
)se /aseline @noledge# o((asionally
supplemented in'ormation at time o' (are# to'ormulate a plan o' (are
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6%
In'ormation pro(essing
Communi(ate the plan Arders3pres(riptions – i"e" in'ormation trans'er to other
providers In'ormation trans'er to the patient
In'ormation to re'erring physi(ian3PCP
Arders implemented
Charges applied to servi(es rendered Inter'a(ed ith ID system 'or e''i(ient /illing and
(olle(tion
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6,
Physi(ians and In'ormation2
Communi(ation!ith ea(h other?
In*o4 messaging
!ith our patients? IU Health
!ith our re'erring physi(ians
&uto9'a4 Dire(t a((ess
mployers
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67
P#'SICIAN(S OR)ERS
OR)ERS #AN)*RITTEN+,+-min )octor .rites order
+,// A%erage until unit secretary enters order
+,00 &nit secretary enters order
+,/1 A%erage until nurse begins to %eri2y order
+,+3 Nurse %eri2ies order
0,-3 Pharmacy recei%es order
OR)ERS 4ENERATE) ONLINE+,+/ )octor .rites order5Pharmacy recei%es order
Sour(e2 Modern Health(are# %00=
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6B
MR and Physi(ians orders
In hospitals# hen physi(ians order
medi(ations 'or patients ele(troni(ally#
serious medi(al errors ere redu(ed /y BBF"
D" *ates# M"D"# *righam and !omens Hospital"
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66
Do(umentation
Do(umentation o((upies a signi'i(ant
portion o' physi(ians e''ort in providing
medi(al (are"
Good do(umentation improves medi(al (are
and a de'ense against medi(al lasuits More lasuits are de'ended /e(ause o' good
re(ord @eeping than /e(ause o' a(tual events"
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6
Credi/ility o' Medi(al Re(ordsCredi/ility o' Medi(al Re(ords
Delayed 'iling o' la/ resultsDelayed 'iling o' la/ results
In(omplete 'ilesIn(omplete 'iles Illegi/le re(ordsIllegi/le re(ords
<ered re(ords<ered re(ords
La/ri(ated re(ordsLa/ri(ated re(ords +oss and (on(ealment o' re(ords+oss and (on(ealment o' re(ords
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68
Physi(ian Do(umentation
M)HC is in the 'ore'ront o' implementing
these (apa/ilities Aver =00#000 Poer Kotes have /een (ompleted
– almost all inpatient
!e have the s@ill and (ommitment o'
physi(ians ne(essary to (ontinue progress inthis area
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6>
Plan o' Care ;he most appropriate plan o' (are re:uires
the presen(e o' all needed in'ormation at
the point o' de(ision9ma@ing In its simplest – this (on(ept means everything
no availa/le on paper spread out a(ross asystem o' (are is availa/le instantly in anorganied# retrieva/le 'ashion at all lo(ations o'(are via the MR
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0
Physi(ians and In'ormation2noledge at the Point o' Care
An9line resour(es Stru(tured do(umentation
Arder sets
&lerts Q reminders Continuous Uuality Q Sa'ety Improvement
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=
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%
Health Insuran(e Porta/ility and
&((ounta/ility &(t HIP&&J Se(ured a((ess to the data2
Passord
le(troni( signature
Close monitoring a((ess to MR2 mployees are prohi/ited to vie even their on
medi(al re(ords"
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,
*ene'its o' MR
Re' ,# 7# B# 6
Improves :uality o' (are In'ormation availa/le at time and pla(e o' (are
Redu(es medi(al errors Improves (oordination o' (are
Providers /etter pro'essional lives
More e''i(ient More e''e(tive
+ess pro'essional lia/ility
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7
*ene'its o' MR
Re' ,# 7# B# 6
Improves the institutions 'inan(ial per'orman(e2 Improves /illing and (olle(tions through timely and more
a((urately su/mitting the (harges to insurers"
Redu(es health(are (osts resulting 'rom ine''i(ien(y and
in(omplete in'ormation
Redu(es the (ost o' pro'essional lia/ility Increases %olume by retaining and recruiting more
atients and hysicians
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B
CRM Strategy
*alan(e the /usiness in 'avor o' the (ustomer
Maintain (ustomer loyalty
D&;&# D&;&# D&;&
Uualitative resear(h to understand (ustomers
Develop spe(ialty programs that meet (ustomers
interests no hi(h mar@ets and mar@eting strategies are
the most pro'ita/le
Re'" %6
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6
CRM *estPra(ti(es
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*est Pra(ti(es
<ision 3 Strategy
no your Customer
Di''erentiate
;e(hnology – data re:uirements
Metri(s
Monitor
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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8
<ision 3 Strategy
&lignment o' vision3strategy ith2 *usiness o/Ee(tives Customer re:uirements
Arganiational readiness# in(luding(apa/ilities# poli(ies# in(entives and pra(ti(es
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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>
Customer &nalysis
Identi'y 99 @no ho your (ustomer is
Segment 99 high9value# high9potential# lo9
potential
Pro'ile 99 @no your (ustomers ha/its#
/ehaviors and pro'ita/ility
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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80
;e(hnology – data re:uirements
De'ine and map data re:uirements !hat (ustomer data is ne(essary-
!hat system ill the data (ome 'rom-
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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8=
Metri(s
Metri(s Q goals must /e esta/lished
up 'ront
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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8%
Monitor
Get 'eed/a(@ 'rom (ustomers
&udit (ustomer e4perien(es /y periodi(ally
sampling (ustomer tou(h points
)se this in'ormation to measure e''e(tiveness andidenti'y areas 'or improvement
Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
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8,
+essons +earned
Keed to pay (lose attention to triangle2 people# pro(ess# and te(hnology
Get e4e(utive involvement – top don sta/lish measura/le /usiness goals
Implement in(rementally
nsure CRM ar(hite(ture ill s(ale to 'uture needsas you gro
Spit# eith" .+essons +earned /y a CRM <eteran"1 Co!"uter*orld " Sep %0# %007" <ol" ,8# p" %6
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87
;he Luture o' CRM
;op B CRM ;rends 'or %00B Aptimiing past CRM investments
Customer retention
Data analysis
Channel integration
Partnerships
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8B
Uuestions
--- -
--
--
-
-
-
-
--
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86
Re'eren(es
=" Goodhue# D" +"# !i4on *" H"# and !atson# H" $"# .Realiing *usiness *ene'its ;hrough CRM2 Hitting the Right
;arget In ;he Right !ay1 MIS Quarterly Executive, <ol" =# %# %00%# pp" >9>6"
%" Si't# Ronald S"# .4e(utive Response2 CRM is Changing Aur ras# the In'ormation e Re:uire# and our
Pro(esses1 MIS Quarterly Executive# <ol =# %# %00%# pp">B9>6"
," Chin# ;yler# “+ata Minin#,” &meri(an Medi(al Kes# <ol 76# p" =>"7" Sart# Ki@@i# .Do(tors# Hospitals &dvised to eep Re(ords le(troni(ally1 Infor!ation Mana#e!ent 'ournal # <ol
,8# =# %007# p">"
B" Sart# Ki@@i# .& Pres(ription 'or le(troni( Health Re(ords1 Infor!ation Mana#e!ent 'ournal # <ol ,8# 7# %007#
p"%09%%"
6" Lin@elstein# $oel *"# .Health I; (hie'2 Pu/li(9private partnership needed 'or MRs1 !erican Medical -e*s# <ol
7# %8# pp" B96"
" Pastore# Mi(hael# “CRM S"endin# Increases +es"ite Myriad of Mar)et $layers,” Kovem/er %# %0005
http233"(li(@"(om3stats3/igVpi(ture3hardare3arti(le"php3B>%=VB0%==5 last a((essed on A(to/er ==# %007"
8" http233"(rmtrends"(om3(rm"html5 last a((essed A(to/er %8# %007">" M(Govern# ;odd and Panaro# $oseph" .;he Human Side o' Customer Relationship Management1 (enefits
Quarterly, <ol" %0# ,# %007# pp" %69,,"
=0" Poers# ;homas +"# and *endall# Dan" .;he In'luen(e o' ;ime on Changes in Health Status and Patient
Satis'a(tion1" .ealth Care Mana#e!ent Revie*" $ul9Sep %007" <ol" %># ,5 pp" %709%78"
==" <andermere# Sandra" .&(hieving Deep Customer Lo(us#1 MIT Sloan Mana#e!ent Revie*" Spring %007" <ol" 7B#
,5 pp" %69,7"
=%" Mello# &"# “Watch out for CRM’s hidden costs” A(to/er =# %00=5
http233te(hupdate"dnet"(om3te(hupdate3stories3main30#=7=>#%8=8%6,#00"html5 last a((essed on A(to/er %># %007"
7/23/2019 crm in service sector
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8
Re'eren(es
=," Miller# Ro/ert H" and Sim# Ida" .Physi(ians )se o' le(troni( Medi(al Re(ords2 *arriers and Solutions/” .ealth
ffairs2 Mar3&pr %007" <ol" %,# %5 p"p" ==69=%6"
=7" rass# P"# “CRM% &nce More, Without Reelin#” Mar(h =# %00,5
http233"('o"(om3arti(le3=#B,0>#8>783*S3=%37#00"html5 last a((essed A(to/er =B# %007"
=B" "
=6" http233"peopleso't"(om 5 last a((essed A(to/er =# %007"
=" http233"sap"(om5 last a((essed A(to/er =# %007"
=8" http233"ony4"(om5 last a((essed A(to/er =# %007"=>" http233"amdo(s"(om5 last a((essed A(to/er =# %007"
%0" http233sie/el"(om5 last a((essed A(to/er =# %007"
%=" Spit# eith" .+essons +earned /y a CRM <eteran"1 Co!"uter*orld " Sep %0# %007" <ol" ,8# p" %6"
%%" *lei(her# Paul" .&n Imposing Change"1 $har!aceutical Executive" $un %007" p"p" %69,0"
%," +ips(om/# Darrin# .Ma@ing the Case 'or Customer Relationship Management” CRM Guru# &pril =%# %0075
http233"(rmguru"(om3arti(les3%0073Ma@ing the Case 'or Customer Relationship Management5 last a((essed
A(to/er =B# %007"
01/ “Ma)in# the !ost of CRM” htt"%22***/ "har!afile/co!2 "har!afocus23eatures2feature/as"4 fI+56789!58 5 last
a((essed A(to/er =%# %007
%B" http233guide"darinmag"(om3te(hnology3enterprise3(rm3inde4"html-5 last a((essed Septem/er %# %007"
%6" Kelson# S(ott# . Ei#ht (uildin# (loc)s of CRM” Gartner Group# $une =># %00,5
http233%"(io"(om3analyst3report=78,"html5 last a((essed A(to/er %B# %007"
%" Kan(arro# Clive and Rees# Sharon and Stone# Merlin# .Ke Dire(tions in Customer Resear(h and the Issue o'
Anership2 & Mar@eting Resear(h <iepoint#1 'ournal of +ata:ase Mar)etin# # <ol" ==# =# %00,# pg" %6"
%8" Dy(he# $"# The CRM uide to Custo!er Relationshi" Mana#e!ent # &ddison9!esley# *oston# %00%
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Re'eren(es
%>" +arson# $"# ;he &riona Repu/li(
,0" President *ushs State o' the )nion address# =3%03%007
,=" oal(y@# +"# Glo/al Sta''
,%" M(Gee# M""# In'ormationee@"(om,," Modern Health(are# %00=
,7" *ates M"D"# $" *righam and !omens Hospital