SharperClinic Solution Presentation for: <Customer>
Agenda • Introductions • About Sharper Software • Discussion: Success Criteria • Solution Journey • Demo • Q&A
Introductions • <Customer> Team: • Sharper Software Team: – Hovsep Karaguezian – Hagop Karaguezian
About Sharper Software • Established in January 2011 • Microsoft Partner • Focus on making software: – Intuitive – Efficient – Reliable • Offer: Software, Services & Training • 3 customers in Government, Project Management and Dental Care
Discussion: Success Criteria Easy & intuitive user interface. • Capturing & retrieving a patient’s data efficiently. • Medical staff to focus on the proper treatment of a patient. • Save the medical staff’s time & effort in capturing the • diagnosis and treatment of a patient. Recording patient payments & amounts owed • Recording amounts owed by insurance companies and other • business partners. Recording The Clinic’s assets, expenses, liabilities and due • payments. Keeping track of The Clinic’s Human Resources, their training • needs, compensations made, etc. Provide management with key decision-making information. •
SharperClinic’s approach to solve business challenges SOLUTION JOURNEY
Introducing Our ‘Cast’ Pat Rachael Nancy Phillip Patient Receptionist Nurse Physician Pamela Anton Heidi Martin Pharmacist Accountant HR Manager Manager
Patient Relationship Calls Reminds Orders Arrives Pays Pat Rachael Patient Receptionist Accounts Receivable Updated. Pat may proceed to next step
Patient’s Vital Signs Calls Checks Arrives Pat Nancy Patient Nurse Vital Signs Captured. Pat may proceed to next step
Doctor Attends to Patient Calls Checks Arrives Diagnoses Treatment Pat Phillip Patient Physician [Optionally] Pharmacy Informed. Pat may return to Reception
Patient visits Pharmacy Arrives Updates Medicine Pays Pat Pamela Patient Pharmacist AR updated. Patient Journey Completed. Pat may return home.
Accounting/Finance Journey AP Assets Anton Accountant
HR Manager Journey Indemnities Compensations Payroll Anton Heidi Accountant HR Manager
Management Journey Plans Goals, Objectives Monitors Articulates Martin Manager
SharperClinic in action DEMONSTRATION
Detailed Capabilities per Role ACTOR JOURNEYS IN DETAIL
Patient Journey Appointment Patient Arrival Treatment Payment Transfers • Patient calls for • Doctor attends to • Patient makes • If further • Patient's smartcard appointment Civil-ID scanned & patient and notes full/partial examinations full details captured the Treatment payment required, patient • Receptionist books Plan. may be transferred • No action required available slot & • Cash, Cheque & Prescription(s) are to another clinic for Patients enters just enough Credit/Debit cards also issued. Nurses transferred from information about accepted. If • Internal Transfers internal clinics may help entering patient smartcard used, need not print any the data • Patients transferred payee details documents and • Receptionist from business • Patient is notified scanned & shall happen notified 1 day partners marked by of Treatment Plan, automatically automatically. before selecting as Referrer prescribed recorded Receptionist books appointment, to • Patient file created medicine, amount another confirm with • Charges covered & any charges due (after any appointment for patient by insurance are automatically discounts), the patient added to the AR • Appointment can entered into AR insurance coverage automatically • For External be unconfirmed, • For Insurance and/or Credit (discounts may transfers, the confirmed, Patients, Limits apply) necessary waiting-list, etc. department notified • Pharmacy documentation will Patient and to obtain necessary automatically be automatically Receptionist can pre-approvals (after informed of printed and given confirm the doctor completes prescription and to patient appointment an Treatment Plan) can arrange for adequate time • Returning patients insurance pre- prior to the given priority for approval. appointment next appointment
Receptionist Journey Appointment Patient Arrival Insurance Collection • Receptionist securely logs • Internal Transfer Patients • For patients covered by • Patients can pay in Cash, on to her/his computer at the top of the list of insurance, details about Cheque, Debit/Credit waiting patients the patient's insurance Cards, etc. • Patient calls for appointment policy, company, etc are • Receptionist at the specific • For patients approved by attached to the patient's clinic will see the list of • Patients on file found using Finance Department, a single Search box. Search appointments related to file partial payments may be done by any part of data this specific clinic • Treatment Plan's entries made as long as it is (e.g. phone, file, name, Civil • If certain examinations are used to obtain pre- within the credit limit. ID, etc) (e.g. Blood pressure, approval with the help of Amounts automatically • For 1st time patients, temperature, weight, etc.) the Insurance Desk posted to AR Receptionist takes minimal need to take place prior to • Known treatments • Any discounts are noted details & books available seeing the doctor, this covered by insurance are and deducted from the slot information is available to automatically shown to total amount • Labels with barcode can be the nurse so s/he can act Receptionist printed for manual file • Amounts covered by on it. • Changes in appointments • When Insurance Desk insurance are • Physical file auto- done by dragging it to completes pre-approval, automatically posted to requested another slot those details are also the AR • Patient can proceed to see • An appointment can be shown immediately to • At the end of a day, the doctor confirmed, unconfirmed, the Receptionist Receptionist can print a • When doctor completes waiting list, etc. • Amounts owed by report with the collected the Treatment Plan, this • Internal Transfer Patients Insurance Companies is amounts in Cash, plan appears on the given priority by added to AR after any Debit/Credit Card, Receptionist's screen automatically booking next deductions (Can be Cheque, etc. and deliver available slot • Any charges and/or setup by Insurance the sum to a Finance discounts that may apply • Time between registration Desk). Personnel. will also be shown to the and treatment is recorded Receptionist • Amounts owed by a • Patient Wait Time indicated patient are automatically shown during next visit.
Physician/Doctor Journey Greet the Patient Diagnosis Treatment Transfer/Further Consultation • Next patient's details • Physician/doctor performs • Physician/Doctor enters • In case further diagnosis and enters it the Treatment Plan consultation is necessary shown on the screen into SharperClinic (e.g. Lab Examination, • Medicine is prescribed • Wherever available, Radiology, etc.), Physician • SharperClinic helps the using a list of medications details of the last visit, can transfer the patient to doctor by providing a list available Worldwide, or if number of visits, total an Internal Clinic, or an of medical terms that can possible, list of medicine amount spent, record of External one. be entered by entering a available at The Clinic's health problems in the few keystrokes own Pharmacy • For Internal Transfers, past 5 visits, etc. will also patient's record be shown • At the request of the • Pharmacy notified automatically appears at patient, or as part of the immediately once • Doctor meets patient the Reception for booking Doctor-Patient Privilege, prescription complete, and greets her/him a suitable appointment the diagnosis and/or saving patients' time and is given priority based on these details Treatment Plan may be • Secure signature on kept confidential • For External Transfers, • [Optional] A prescriptions whenever applicable, a physician/doctor's • Medically-approved and • Charges automatically Note will be available at schedule can be ICD-10-CM-compliant posted to the Sales the Reception to allow the synchronized with diagnosis Journal and ready for the patient to visit the other her/his mobile device. • Template-based entries Receptionist clinic as soon as possible. into the Electronic Medical For "Private" diagnosis, • If doctor is permitted to Records of a patient. Every Doctor can print the Note give discounts, applicable specialty has its own and pass to patient amount is entered by the customizable template to directly Physician, or ease entery and save time. communicated to the • Reports from other Receptionist doctors available immediately
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