Insight Meets Needs of Novice, Veteran Users

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By Richard Gardner 
Senior Product Manager for Business Intelligence and User Interface, Change Healthcare
Insight 10 for Home Care Organizations

Much has been said about how the new McKesson Homecare Insight™10 business and clinical intelligence platform retains simplicity for novice users while offering power for expert users. But Insight’s ability to reach more users is not limited to adapting to users’ skill level. Additionally, Insight offers a broad library of dashboards and metrics that satisfy the needs of both different disciplines (clinical, financial, operational) and different levels on your agency’s org chart (personnel, managers, directors, executives).

Read on to learn how executives at two home care organizations are using Insight and gaining benefits from the solution on a daily basis.

Dan Meyler, Chief Financial Officer, Health Management Services Inc.

  • Serves the North Shore, Eastern Massachusetts, Greater Boston and Merrimack Valley in Massachusetts
  • Operates two offices, in Lynn and North Andover
  • Provides home health and hospice services to more than 2,000 patients annually
  • More than 600 employees

Q: How is Insight improving your day-to-day management?

A: We joined the beta group with expectations to improve and target real-time information to clinical management. Today, clinical managers have bookmarked reports that require only a few clicks to get at information that is both for active patients and targeted. We’re using various reports to track visits for rehab-specific patients, as well as patients nearing the recertification date, to achieve both the best clinical and financial outcomes.

Q: Has Insight helped you eliminate any time-consuming manual processes/tasks?

A: Yes. Change Healthcare has developed a details section for each dashboard that the user can export to Excel in a format that does not require additional formatting.

Or, if you prefer, you can edit/sort and adjust the reports similar to Excel right in the program itself. It’s always been a goal for most agencies to eliminate the spreadsheets and keep the data in the system. This software will allow you to do that.

Q: How does Insight help you better manage or work with your staff?

A: Although we have just begun the process, clinical managers are finding that the reporting is accurate and provides an efficient way to get at key information quickly. Over time, I anticipate that we’ll need less Crystal development reporting.

Q: How does Insight help you report status or progress to your leadership team?

A: A simple right mouse click and all of the data details come right over to Excel in a formatted condition. I use this data to report specific core business data that assists management in making informed decisions based upon active patients. The data can also provide management with an early warning when we appear to be off track with our expected results. Over time, I anticipate Change Healthcare adding the opportunity for both customer benchmarks for certain data points, as well as the ability to set your agency specific budgeted benchmarks. I would like to incorporate my entire budget into the system so that all users are always aware of our goals, and I don’t think this will be far off for this to be developed.

Renee Forsee, Executive Director, Chesapeake Potomac Home Health Agency

  • Serves Calvert, Charles, and St. Mary’s counties in southwest Maryland
  • Operates one office
  • Provides home health services to more than 2,300 patients annually
  • More than 70 employees

Q: How is Insight improving your day-to-day management?

A: Insight allows for a snapshot of admissions, referrals and NTUCs (not taken under care) in order to monitor and project need for staff. We’re able to identify trends in case mix weight and therapy utilization.

Q: Has Insight helped you eliminate any time-consuming manual processes/tasks?

A: The import function into Excel has cut down on the manual process for the use of data. Because of the patient detail, we no longer have to manually create Excel spreadsheets for data analysis and review.

Q: How does Insight help you better manage or work with your staff?

A: I’m able to view financial information ahead of meetings to better prepare – especially days to RAP (request for anticipated payment) and days in A/R. This also allows us to identify trends in clinical performance and develop education or processes as needed to respond to increases in these numbers due to performance issues.

Q: How does Insight help you report status or progress to your leadership team?

A: The new Clinical Quality KPIs (key performance indicators) are conducive to sharing information on clinical outcomes with leadership staff. We use these to see trends to allow for earlier decision making and monitoring performance improvement activities without waiting for CMS CASPER Reports.

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