fall forum november 10-11, 2010 orlando, fl. antitrust meeting guidelines participation is...
TRANSCRIPT
Fall ForumNovember 10-11, 2010
Orlando, FL
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Antitrust Meeting Guidelines
Participation is voluntary – Participants should not discuss:
Current or future prices or costs of any product Future bids or upcoming specific business
opportunities Current or future strategic plans or marketing efforts
or pricing policies Specific Provider/Industry Partners or specific
Provider requirements; data to be discussed should be in composite form to conceal the identity of any specific member
The meaning of any price, cost or partner/IDN specific data
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What’s New at SMI
New Members
SMI In the News
Speaking and Leadership
Advocacy Update
Forum Focus
Board Update
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New Members - 2010
Advocate Health Care Children’s Hospital of
Philadelphia Fairview Health
Services FMOL Health System Kaiser Permanente Lifespan Sanford Health Texas Children’s University of Southern
California
Abbott Laboratories AtPar, Inc. BravoSolution BSN Medical, Inc. Cook Medical MediClick, Inc. Seneca Medical, Inc. TECSYS VUEMED, Inc. W.L. Gore & Associates
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SMI in the News
HPN Column on the spring Forum
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SMI in the News
AHRMM Supply Chain Strategies publications (summer & fall) – 2 part series on “Supply Chain Integration with Clinicians” (from an SMI Deeper Dive Team)
Modern Healthcare, July issue – Dennis Orthman quoted on data standards adoption challenges
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Speaking and Leadership
John Gaida (Texas Health Resources) and Tom Hughes (SMI) delivered an educational session entitled Creating Continuous Joint Value with Measuring Effective Relationships.
In a separate session Brent Johnson (Intermountain Healthcare), Keith Kuchta (Kimberly-Clark), and Dennis Orthman (SMI) spoke on Creating Strategic Partnerships.
The following SMI members also presented at AHRMM 2010:Dennis Black (BD) Michael Louviere (Baptist Health System)
Karen Conway (GHX) Jean Sargent (USC Health Sciences)
Phil Pettigrew (Denver Health) John Cunningham (Universal Health System)
Several other SMI member organizations were represented on the agenda as well including BJC HealthCare, Department of Defense, Johns Hopkins, North Shore Long Island Jewish, Novant Health, The Ohio State University Medical Center, Sisters of Mercy (ROi), Texas Children’s Hospital, and University Kentucky Healthcare.
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Speaking and Leadership
Dennis Orthman representing SMI… Pennsylvania Statewide Materials Management
Association Conference 2010 CIHL Projects Oversight Committee CIHL’s Gap Analysis between Retail and Healthcare
Projector Advisory Board GS1 Healthcare US Leadership Team 2011 GHX Supply Chain Summit Advisory Board World Congress Supply Chain Leadership
Conference Advisory Board Stonehill College guest lecture on Supply Chain
Innovations Stonehill College Supply Chain Curriculum Advisory
Committee
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Speaking and Leadership
AHRMM’s George R. Gossett Leadership Award goes to…
Jean Sargent – Director, Supply Chain
USC Health Sciences
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Speaking and LeadershipBellwether League - 2010 Award Recipients
Ted Almon Carter F. Blake Br. Ned Gerber George R. Gossett Frank Kilzer Michael Louviere Robert Majors Franklin J. Marshall Daniel E. Mayworm Foster G. McGaw Mark McKenna G. Gilmer Minor III Curt M. Selquist Donald G. Soth Louis Vietti
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Speaking and Leadership
Joe Sheil, Director of Contracting at Beth Israel Deaconess Medical Center, named on the “Ten People to Watch” by Journal of Healthcare Contracting
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Speaking and Leadership
OSUMC named runner-up in HPN’s Supply Chain Department of the Year
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Speaking and Leadership
Multiple SMI members named to the
Gartner Top 25 Supply Chains selections
committee
Carol Stone, Bard James Olsen, Carolinas Florence Doyle, CHE Tom Egan, Medline Tom Harvieux, Sanford Health
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SMI’s Advocacy Program
Advocacy efforts initiated based on SMI Member feedback Spring 2009
Actions To Date:1. June 2009 – Formed Advocacy Committee:
Carl Manley Steve Gundersen Nancy LeMaster Charlie Colpo Tom Hughes Dennis Orthman
2. Engaged legal counsel – Ed Corriea3. Focus on data standards adoption
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SMI’s Advocacy ProgramActions To Date (cont):
4. August 2009 Letter to ONCHIT Blumenthal Industry improvement via data standards is clear. EHR value enhanced with supply data SMI Members represent critical mass for
adoption Requested meeting.
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5. June 2010 White Paper submitted to CMS
6. July 21, 2010 Meeting in Washington DC with Jonathan D.
Blum, Deputy Administrator and Director, Center for Medicare
Meeting topics: accelerating industry’s adoption of standards UDI’s impact on manufacturers creative funding possibilities
SMI’s Advocacy ProgramActions To Date (cont):
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7. September, 2010 Follow-up email includes invitation to attend SMI
Fall 2010 Forum CMS declines invitation
8. October, 2010 CMS contacts SMI, requests follow-up meeting Second meeting scheduled for December in
Washington DC with leadership from CMS
SMI’s Advocacy ProgramActions To Date (cont):
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Focus on our Fall Forum ’10
SMI’s Got Talent
Forum Guests
Special Thanks
Agenda
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Forum GuestsCollaborators Kris Russell – HPN Sarah Oaks – AHRMM Eric O’Daffer - AMR/Gartner Dewey Freeman – CIHL Manuel Rosetti, UARK Matt Rowan – HIDA Brad Pedrow – GS1 Healthcare
US
Guest Speakers Jamie Orlikoff – Orlikoff &
Associates Frank Trembulak - Geisinger Josh Feldstein –Marcom Group
International Christina Vernon - Cleveland
Clinic Lisa Molgren - UHS
Others Ed Correia – Correia &
Associates Michael Sykucki
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Forum Guests
Tom Nash – Ministry Health Care David Hargraves – University of Pittsburgh
Medical Center Mary Beth Lang – University of Pittsburgh
Medical Center
Larry Strauss – Boston Scientific Pete Castagna –Fisher Healthcare John Abele – Professional Hospital Supply
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Special Thanks
Member Forum Participants Deborah Petretich Templeton – Geisinger
Health System
Brent Johnson – Intermountain Healthcare
Tony Johnson – Novant Health
Joe Sheil – Beth Israel Deaconess Medical Center
John Cunningham – Universal Health Services
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Agenda – Day 1, November 108:00 – 8:30 Welcome – Tom Hughes, SMI
What‘s New at SMI?
8:30 – 10:00 Keynote ~ Futurist (Jamie Orlikoff)
10:00 – 10:30Break
10:30 – 11:45Taking on Reform – Frank Trembulak, Executive Vice President and COO & Deborah Petretich Templeton, Vice President, Supply Chain Services – Geisinger Health System
11:45 – 12:00Strategic Discussion Rounds Overview
12:00 – 2:00 pm Strategic Discussion Rounds – What can SMI do to Help Members with the Challenges of Healthcare Reform?
2:00 – 3:15 pm Value Based Purchasing: Health Economics IS a Strategic Decision – Josh Feldstein
3:30 – 5:00 pm Initiative/Project Breakout Sessions
Recall ManagementHealthcare Supply Chain UniquenessAccountable Care OrganizationsComparative EffectivenessSMI New Member Orientation
6:30 – 10:00 pm Reception / Dinner
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Agenda – Day 2, November 116:45 – 7:45 am Breakfast8:00 – 9:30 am SMI2U Breakout Sessions (choose one)
Green Initiatives – Christina Vernon, Senior Director, Sustainability and Environmental Strategy, Cleveland ClinicDeveloping Strategic Relationships - Brent Johnson, Vice President Supply Chain and Imaging Services, Chief Purchasing Officer, Intermountain HealthcareLeveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President, Chief Supply Chain Officer, Novant HealthSustaining Superior Cost Performance Across the Organization - Joe Sheil, Director of Contracting, Beth Israel Deaconess Medical CenterA Clinically Integrated Supply Chain - John Cunningham, Vice President and Lisa Molgren, Corporate Director, Universal Health Services
10:00 a – 12:00 p General Session10:00 – 11:00Initiative/Project Updates
> Recall Management> Healthcare Supply Chain Uniqueness> Accountable Care Organizations> Comparative Effectiveness
11:00 – 11:20Recap of Strategic Discussion Rounds11:20 – 11:30Summation / Adjournment – Tom Hughes, SMI
Board Update
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Board Changes Exiting Board Members
Charlie Colpo, Owens & Minor Keith Kuchta, Kimberly-Clark Gary Wagner, The Methodist Hospital System
Incoming Board Members Keith Lohkamp, Lawson Carol Stone, C.R. Bard Deborah Petretich Templeton, Geisinger Health System
Executive Committee Chair – John Gaida, Texas Health Resources Treasurer – Steve Gundersen, BD Secretary – Jim Francis, Mayo Clinic Immediate Past Chair – Carl Manley, Sentara Healthcare Nominating Committee – Susan Schuette, Hill-Rom Membership – Armin Cline, Covidien
Strategic Discussion Rounds
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Who is SMI?
Founded and driven by our members Non-profit corporation established in 2005
Senior-level healthcare supply chain executives Representing providers and healthcare supply chain
industry partners including manufacturers and distributors of medical/surgical supplies, pharmaceuticals, major equipment, IT companies and service providers
United by our vision to: Influence positive change Shape future directions Advance the healthcare marketplace through
internal efficiencies and improvements
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Vision and Mission
Vision:
United in shaping an improved, more efficient healthcare supply chain
Mission:
Convene innovative leaders within the healthcare industry
Create a neutral, balanced, developmental, and mutually
beneficial environment
Develop solutions through small, intimate work groups
Produce results that solve real industry problems
Work for the benefit of the entire healthcare supply chain
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SMI Goals
Raise the bar for healthcare supply chain standards
Define and develop member-
driven solutions
Introduce and learn from non-
healthcare methods
Understand and appreciate risks
and challenges
Create opportunities
for the best exchange of
innovative ideas
Deliver tangible results and
demonstrate improvement
What can SMI do about Healthcare Reform?
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Session Outline
Breakout discussion groups2 hoursProvider & Industry Partners and guestsBoard member facilitatorsWhat can SMI do to Help Members with
the Challenges of Healthcare Reform?
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SMI Uniqueness
Non-profit organization Board equally comprised of provider and industry partners Committed to the industry at large - work for
the benefit of the entire healthcare supply chain (not limited to members only)
Provide SMI developed tools/outcomes to the industry free of charge
All members pay annual dues Convene select group of innovative leaders
and seasoned executives from within the healthcare supply chain
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Employ interactive meeting process with blend of general sessions, roundtable discussions, and small group work teams
Balance the needs of both providers and suppliers
Afford all members a distinct voice Committed to transformational change Member dues are only source of revenue Work teams are self-selected and self-
directed by members Member speaker bureau (SMI2U)
SMI Uniqueness
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SMI Uniqueness
Produce solutions to real problems within the industry
Collaborative effort between transactional trading partners from the various segments of the healthcare supply chain (providers, manufacturers & distributors, and service businesses)
Action-oriented Forums (not mere attendees) Provide full transparency to membership Recognize healthcare supply chain as a
competitive advantage Provider and industry partners work together
to successfully lower expenses associated with the healthcare supply chain
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Session Fundamentals
Remain targeted on SMI uniqueness – our ability to make a difference
Focus on tools and solutions
Be engaged…think freely and openly
Focus on the “what”…not the how – what impact can we have?
Suspend judgment until appropriate
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Process FlowStep 1Brainstorm issues / challenges of healthcare reform on the supply chain (20 – 30 minutes)
Step 2Revisit each idea; is there something SMI might be able to do? yes / no If yes, what? (20 – 30 minutes)
Step 3Rank top 5 (5 – 10 minutes)
Step 4For the top 5, determine: - if it would fit within the SMI vision-mission-goals - if it would be unique to SMI(5 – 10 minutes)
Step 5Recap sheet to Teri Gallagher
General Session Resumes at 2:00 pm
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Process Documentation
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Process Timeline
12:15 – 12:30 Moderator Intro/Overview12:30 – 1:00 Brainstorming - identify
issues/challenges of reform on the supply chain
1:00 – 1:30 What can SMI do?1:30 – 1:45 Rank Top 5
- fit within the SMI vision-mission-goals? - be unique to SMI?
2:00 General Session Resumes
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Altogether…
Help ensure that SMI is THE Healthcare Supply Chain place to be!
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Strategic Discussion Rounds - Luncheon Sessions
Group A Yellowtail A (LL)
Group B Yellowtail B (LL)
Group C Anemone (L2)
Group D Labrid (L2)
Group E Damselfish (L2)
Group F Fantail (L2)
Breakout Sessions1. Product Recall2. Uniqueness/Differences3. Accountable Care
Organizations4. Comparative Effectiveness5. SMI Orientation
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Product Recall Initiative
Team Leader :Steve Huckabaa, Kettering Health Network Spring 2010 : FDA proposed creation of a
joint workgroup of SMI, FDA, and HL7 professionals to explore/design the UDI database’s potential to address recall notification content and speed issues.
TODAY: Team completing standard template for notifications and will move to adoption.
Future FDA collaboration is hoped for.
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Industry Uniqueness/Differences
Team Leaders: 1. Rosalind Parkinson, OSUMC 2. Keith Johnson, Coloplast
Refined initiative scope and mission Prioritized supply chain focus areas Methodology via structured interviews CIHL “retail” project heavily engaged TODAY: Working to finalize interview
questions and to establish healthcare baseline
Help is needed to engage with other industry supply chain professionals
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Accountable Care Organizations Initiative
Team Leader: Deborah Templeton, Geisinger Health Industry Partner leader to be determined
Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at
forefront of reform changes to the industry External expertise to be sought Could result in multiple updates to members and
the industry.
NEW
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Comparative Effectiveness Initiative
Team Leader: John Cunningham, Universal Health Services Industry Partner leader to be determined
Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members
at forefront of reform changes External expertise to be sought Could result in multiple updates to members
and the industry.
NEW
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SMI Orientation Designed for New members All about SMI
History Mission, Vision Governance How We Operate Collaborators Accomplishments Member Engagement SMI2U
NEW
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Breakout Sessions
Recall ManagementLabrid, level 2
Healthcare Supply Chain UniquenessAnemone, level 2
Comparative EffectivenessFantail, level 2
Accountable Care OrganizationsDamselfish, level 2
SMI OrientationYellowtail B, lobby level
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.comThursday Morning
8:00 – 9:30 am
Breakfast in Oceans 5, lobby level, back 6:45 – 7:45 am
Green Initiatives – Christina Vernon, Senior Director, Sustainability and Environmental Strategy, Cleveland ClinicLabrid, lobby level, back
Developing Strategic Relationships - Brent Johnson, Vice President Supply Chain and Imaging Services, Chief Purchasing Officer, Intermountain HealthcareOceans 1, lobby level, back
Leveraging the Supply Chain - Tony Johnson, Corporate Senior Vice President, Chief Supply Chain Officer, Novant HealthOceans 3, lobby level, back
Sustaining Superior Cost Performance Across the Organization - Joe Sheil, Director of Contracting, Beth Israel Deaconess Medical CenterOceans 4, lobby level, back
A Clinically Integrated Supply Chain - John Cunningham, Vice President and Lisa Molgren, Corporate Director, Universal Health ServicesOceans 2, lobby level, back
General Session – 10:00 am
Project Updates and
Initiative Breakout Sessions
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SMI Web Site UpdateKey Statistics
www.smisupplychain.com continues to serve as
key resource for our industry.
Volumes by Month
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www.smisupplychain.com
24 downloadable
resources are
now available at
no charge on the
web site.
Direct/Bookmark 71.60%Search Engines 23.40%Collaborators/Others* 4.80%*(GHX, AHRMM, others)
Connection From USA 76%Unknown 11%Canada 5%Europe 1%Greece 1%Japan 1%Others 5%
Country Breakdown - October 2010
3 2 2
2 1 3
2 2
2 1
4
SMI Web Site UpdateKey Statistics
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2977 SMI Tools and Solutions
distributed since June 2008
SMI Web Site Update Primary Distribution Vehicle
Who will be the.3000th ?
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GS1 Healthcare US and Data Standards
SMI is an official GS1 Healthcare US Advocate
SMI and Data Standards
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GLN Readiness Feedback Project•All SMI members received request for participation in June 2010.•Feedback via structured phone interview by KAS Consulting.•Participation was 72 of 86 (84%) SMI members.
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SMI and Data Standards
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Question: Will you meet/have you met the sunrise date for GLNs of Dec. 31, 2010?
Two out of three members surveyed reported that they will meet the sunrise date for GLN, December 31, 2010.
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SMI and Data Standards
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SMI GLN Implementation Workshop Response to member feedback project. Focus is on the details of “how-to” Organized into three sections:
1. Enumeration
2. Transactions (MMIS companies)
3. Hands-On/Ask The Experts
No registration fee. Attendees pay own travel. Faculty from:
OSUMC Sisters of Mercy/ROi O&M Inc.
Lawson McKesson Peoplesoft
GHX GS1 US SAP
SMI and Data Standards
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Industry-Wide GLN Implementation Workshop Partnership between SMI, AHRMM, and
GS1 US Healthcare. SMI session acting as pilot Objective is “mass adoption” Planning currently underway:
1. March 2011 is one target. Possibly others.
2. Central USA location – Dallas or Chicago,
3. Will include MMIS experts and hands-on/Ask The Experts emphasis
SMI and Data Standards
Breakout Sessions1. Product Recall2. Uniqueness/Differences3. Accountable Care
Organizations4. Comparative Effectiveness5. SMI Orientation
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Initiative Update
Product Recall InitiativeTeam Leader :Steve Huckabaa, Kettering Health Network Spring 2010 : FDA proposed creation of a
joint workgroup of SMI, FDA, and HL7 professionals to explore/design the UDI database’s potential to address recall notification content and speed issues.
TODAY: Team completing standard template for notifications and will move to adoption.
Future FDA collaboration is hoped for.
ww
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Initiative Update
Industry Uniqueness/Differences InitiativeTeam Leaders:
1. Rosalind Parkinson, OSUMC 2. Keith Johnson, Coloplast
Refined initiative scope and mission Prioritized supply chain focus areas Methodology via structured interviews CIHL “retail” project heavily engaged TODAY: Working to finalize interview
questions and to establish healthcare baseline Help is needed to engage with other industry
supply chain professionals
ww
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mis
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.com
New Initiative
Accountable Care Organizations Initiative Team Leader:
Deborah Templeton, Geisinger Health Industry Partner leader to be determined
Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at
forefront of reform changes to the industry External expertise to be sought Could result in multiple updates to members and the
industry.
NEW
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New Initiative
Comparative Effectiveness Initiative Team Leader:
John Cunningham, Universal Health Services Industry Partner leader to be determined
Will launch via breakout session Voted by SMI membership Approach here is to keep SMI and its members at
forefront of reform changes External expertise to be sought Could result in multiple updates to members and
the industry.
NEW
ww
w.s
mis
up
ply
chain
.com
SMI Orientation Designed for New members All about SMI
History Mission, Vision Governance How We Operate Collaborators Accomplishments Member Engagement SMI2U
NEW
Project Updates and
Initiative Breakout Sessions
ww
w.s
mis
up
ply
chain
.com
SMI Web Site UpdateKey Statistics
www.smisupplychain.com continues to serve as
key resource for our industry.
Volumes by Month
ww
w.s
mis
up
ply
chain
.com
www.smisupplychain.com
24 downloadable
resources are
now available at
no charge on the
web site.
Direct/Bookmark 71.60%Search Engines 23.40%Collaborators/Others* 4.80%*(GHX, AHRMM, others)
Connection From USA 76%Unknown 11%Canada 5%Europe 1%Greece 1%Japan 1%Others 5%
Country Breakdown - October 2010
3 2 2
2 1 3
2 2
2 1
4
SMI Web Site UpdateKey Statistics
ww
w.s
mis
up
ply
chain
.com
2977 SMI Tools and Solutions
distributed since June 2008
SMI Web Site Update Primary Distribution Vehicle
Who will be the.3000th ?
ww
w.s
mis
up
ply
chain
.com
GS1 Healthcare US and Data Standards
SMI is an official GS1 Healthcare US Advocate
SMI and Data Standards
ww
w.s
mis
up
ply
chain
.com
GLN Readiness Feedback Project•All SMI members received request for participation in June 2010.•Feedback via structured phone interview by KAS Consulting.•Participation was 72 of 86 (84%) SMI members.
68
SMI and Data Standards
ww
w.s
mis
up
ply
chain
.com
Question: Will you meet/have you met the sunrise date for GLNs of Dec. 31, 2010?
Two out of three members surveyed reported that they will meet the sunrise date for GLN, December 31, 2010.
69
SMI and Data Standards
ww
w.s
mis
up
ply
chain
.com
SMI GLN Implementation Workshop Response to member feedback project. Focus is on the details of “how-to” Organized into three sections:
1. Enumeration
2. Transactions (MMIS companies)
3. Hands-On/Ask The Experts
No registration fee. Attendees pay own travel. Faculty from:
OSUMC Sisters of Mercy/ROi O&M Inc.
Lawson McKesson Peoplesoft
GHX GS1 US SAP
SMI and Data Standards
ww
w.s
mis
up
ply
chain
.com
Industry-Wide GLN Implementation Workshop Partnership between SMI, AHRMM, and
GS1 US Healthcare. SMI session acting as pilot Objective is “mass adoption” Planning currently underway:
1. March 2011 is one target. Possibly others.
2. Central USA location – Dallas or Chicago,
3. Will include MMIS experts and hands-on/Ask The Experts emphasis
SMI and Data Standards
ww
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mis
up
ply
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.com
Future Forums
2011
May 10-12 Dallas
November 8 – 10 Orlando
2012
May 15 – 17 Dallas
November 6 – 8 Phoenix
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Summation
Please complete your evaluation and turn it in as you exit, or leave it on the table – your feedback is important to us!
Future Forums May 10-12, 2011 in Dallas November 8-10, 2011 in Orlando May 15-17, 2012 in Dallas November 6-8, 2012 in Phoenix
Comments / Questions?