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TIER Product and Services
       Overview
TIER® Product and Services Overview




Table of Contents


  Table of Contents ....................................................................................................................... 2
  Executive Summary ..................................................................................................................... 3
  TIER® Differentiators .................................................................................................................. 4
  Who is Sequest? .......................................................................................................................... 5
  The TIER® Solution ..................................................................................................................... 6
  Getting you on top of your day ................................................................................................... 7
  Inquiry and Intake with less stress .............................................................................................. 8
  Care Delivery ............................................................................................................................ 10
  The Face Sheet.......................................................................................................................... 14
  TIER® ePortal ............................................................................................................................ 15
  Consoles .................................................................................................................................... 16
  Reporting ................................................................................................................................... 17
  Billing ......................................................................................................................................... 19
  Beyond EMR.............................................................................................................................. 21
  Implementation ......................................................................................................................... 23
  TIER® Exchange ......................................................................................................................... 25




Page 2 of 26
TIER® Product and Services Overview




Executive Summary


Today, only a few vendors in the community based health and human services industry have the
technology, resources, and skills necessary to deliver a system that spans the entire billing, clinical, and
administrative cycle. At Sequest, we have not only established ourselves among these leading
vendors, we have striven to set ourselves apart with exceptional functionality and superior standards.
We are uniquely qualified to align with your organization in achieving its main goal of implementing an
enterprise-wide, comprehensive EMR solution, which will enable your organization to accurately and
efficiently capture, track, process, share, and report any consumer services, billing, and outcomes
information. That solution – the state-of-the-art, industry leading TIER® (Totally Integrated Electronic
Record) – is customizable and fully capable of meeting the current and future needs of your
organization.

TIER® is not just another advanced technology system. It is a robust and self-directing information
solution designed for all parts of the organization. TIER® brings all the pieces together – clinical,
financial, administrative and facilities/human resource management. The TIER® solution promotes
team-based care, sharpening the focus on the consumer by coordinating the process surrounding the
consumer.

Implementing the TIER® solution will allow your organization to utilize proven technology to deliver
comprehensive software services wherever they are needed.

Sequest Technologies welcomes the opportunity to work with and to build a shared vision and
strategic partnership with you and your organization. We are pleased you have taken the time to
read this important summary document.



Sincerely,

William R. Connors                                        Ted Wright
President and CEO                                         Director of Business Development




Page 3 of 26
TIER® Product and Services Overview




TIER® Differentiators


        Adaptable platform designed to grow as your organization grows
        Fully integrated, multi-dimensional billing module
        Future flexibility to meet ever changing regulatory demands of the Counties and State
        Improves patient care and safety through a Medication Record (MAR) and Computerized
        Physician Order Entry (CPOE), and e-prescribing
        Optimizes business using customer designed business rules
        Track Referrals, admissions and conversion ratios
        Enhances communications among caregivers through an integrated email system
        Provides customers with the ability to guide and enforce clinical, regulatory, and pay-for-
        performance/payer rules
        User defined graphical image that reflect real time outcomes and key performance indicators
        TIER® provides a fully loaded searchable knowledge table-library of goals, objectives, and
        interventions. Users may choose to use our Treatment Plan drop down menus or the
        customer-modifiable templates to rapidly develop individualized treatment plans
        Progress notes are seamlessly connected to charge slips which comply with CMS
        requirements.
        The ability to complete both Point of Service Scanning and Batch scanning so all staff have up
        to date information which includes all patient documentation
        Tools shipped with the system assure all data required to be captured in staff workflows is
        recorded at the right time
        Business, Human Resources and Environmental Management functionality for organization-
        wide management and reporting
        First Behavioral Healthcare vendor to successfully submit the Continuity of Care Document
        (CCD)
        First Behavioral Healthcare vendor to have a RHIO application up and running. The Sequest
        RHIO Interchange provides services for the Rochester RHIO which shares a range of
        information including the Continuity of Care Document (CCD), Lab results and Radiology
        results to twenty agencies

This functionality delivers an efficient and effective, integrated workflow throughout your organization,
for all staff. This will further the financial strength of the organization and also give the organization the
flexibility to continue as industry leaders in behavioral healthcare systems development.


Page 4 of 26
TIER® Product and Services Overview




Who is Sequest?


We are Sequest Technologies, Inc., a recognized leader in innovative solutions and software
products for the Health and Human services industry. Our expertise in streamlining financial,
clinical, and management processes greatly improves efficiencies and ultimately enhances patient
care. The people who make up Sequest have over 150 years of clinical experience and now
serve a broad sector that includes mental health and substance abuse clinics, psychiatric
hospitals, and social services organizations.
Sequest is highly respected by both CEOs and
practitioners alike. We have over 25 years in
the industry and we are renowned for our                Our Vision is to become the
innovative solutions and our customer-centric         premier software and services
approach. Our long and successful relationships
provide us with valuable and expert insight into        Solutions Company for the
the ever-changing needs of the industry. At              health and human services
Sequest, we develop more than just Electronic
Health Record Systems, we develop                        industry. We will establish
partnerships. This core focus on providing value       unmatched industry standards
to our partners is embedded in our company
DNA and has long been the reason people               of excellence that will advance
continue to choose Sequest.                           the clinical and related services
                                                      offered by our customers.




Page 5 of 26
TIER® Product and Services Overview




 The TIER® Solution


 Total integration: that’s what makes electronic record keeping so valuable. The ability to
 streamline workflow, eliminate cumbersome paper records, and track data with ease and
 flexibility – that’s what you want.

 TIER® – the Totally Integrated Electronic Record – was created to be exactly what the name
 implies. The TIER® Solution is a set of seamlessly integrated software modules that allow you to
 consolidate all of your organization’s record keeping in a single, accessible information system.
 Our sophisticated design tool empowers you to customize the application and create new
 software tools so that TIER® adapts to your organization’s workflow across the entire
 continuum of care.

 The clinical workflow in TIER® was designed by clinicians, and as the flagship product of a
 company whose leaders have over 150 years of combined experience in the health and human
 services industry, TIER® is much more than just a piece of software, it’s a partnership. Sequest is
 focused on helping healthcare providers elevate patient care, while at the same time reducing
 the cost of services.

                                                                   What we want TIER® to become
                                                                   for your organization is a tailor
‘You’re only limited by your own imagination and                   made electronic record, allowing
           your own willingness level to climb outside the box.’   you to meet certification
                                                                   requirements, maximize efficiency,
Dave Gerick. Vice-President, Quality & Information Systems.        and ultimately improve the quality
Father Martin’s Ashley                                             and efficacy of care delivery.

                                                                 We know choosing an EMR can be
 difficult, but using one shouldn’t be. To give you a better idea of how TIER® can work for you,
 we’ve created a workflow narrative full of examples of how you might use the system. Of
 course, the workflow at your organization might be a little different, but that’s the beauty of
 TIER®: it was designed to adapt to your organization, rather than the other way around.




 Page 6 of 26
TIER® Product and Services Overview



Getting you on top of your day


The first thing you’ll see when you log into TIER® is your personal TMail page. TMail is an
electronic messaging system that lives within TIER® and allows users to send confidential
material while maintaining HIPAA compliance. Correspondence stays within TIER®, so there’s
no danger of leaking Personal Health Information.

Living alongside TMail is the DocWatch, TIER®’s adaptable personal alert system. A
DocWatch can be set up for any time sensitive material – for example, an expiring Treatment
Plan or Provider Credential – and the system will generate a proactive warning on the TMail
page. When you open the warning message, you will be provided with a link to the location in
the software from which the warning was generated. Say TIER® sends you a DocWatch alert
that says you have to sign a Progress Note. You click on the link, sign your note and save it, and
you’re done. No more
fluorescent sticky notes.

DocWatch alerts can be applied
to any field within the TIER®
system. Use it to stay on top of
compliance mandates, ensure
evidence-based practices are
implemented, track
authorizations, notify staff that
they have been assigned new
clients, monitor risk factors, alert
users that reports are ready, and
much more.

The best part about DocWatch is
that it’s persistent. The warning
will continue to generate until the                             A DocWatch Alert Message
task has been completed or the
business rule fulfilled. If the issue isn’t resolved after a specified period of time, the system can
notify a supervisor, or even that supervisor’s supervisor. By taking advantage of hierarchical
accountability, DocWatch can keep important tasks from slipping through the cracks.

Keep in mind, these proactive alerts are system generated. No one has to make a phone call or
send an email. With TMail and DocWatch, you’ll be able to get on top of your day before you
finish your first cup of coffee.

Page 7 of 26
TIER® Product and Services Overview




Inquiry and Intake with less stress


Calls centers gather invaluable client data, but with paper record keeping, and even with some
EMRs, redundant data entry and duplicate records are a common occurrence.

The TIER® Inquiry Module is designed to simplify the work of a call center with easy client and
potential client search functionality and single point data entry. The search screen drives the
inquiry process, allowing the user to search for records by first and last name, social security
number, and date of birth. When a contact is recorded, any data captured only has to be
entered once and the system will then auto-populate that data wherever pertinent.

These screens allow the user to capture incoming and outgoing referrals, identification
information, contacts, demographic information, presenting problem, insurance, treatment
certification, medications, as well as offering a variety of pre-admission assessments. And
because of the product’s integrated structure, all of the documentation done from this part of
the software has functional implications elsewhere. Presenting problems and intake notes can
be set up to link to future treatment plans or referrals. Insurance information will be transferred
to the billing module and, on the clinical side, will be used against authorizations to help
determine the services for which a client has been approved. If a client is deemed a suicide or
homicide risk the system automatically generates a risk assessment and, based on the outcome
of that assessment, alerts can be generated to the appropriate staff. TIER® handles the tasks of
Medication Reconciliation right from the point of inquiry. Current medication information
collected on the inquiry and intake screens is used against any future medication administration
to ensure proper reconciliation. For returning clients, the electronic record is automatically
carried over into new admissions and can be easily updated to reflect any changes.

All of this functionality is adaptable to your organization’s existing workflow. Fields can be added
or changed, assessments revised, and screens rearranged to ensure that the TIER ® Inquiry
Module captures exactly the information you need with the greatest possible economy and
accuracy. For organizations like Marworth of Waverly, PA – one of the leading substance abuse
treatment centers in the United States – TIER® has cut admission time in half.1




1
    Based on a 2008 Marworth impact study.

Page 8 of 26
TIER® Product and Services Overview


When the decision is made to admit a new client, the next piece of software you are likely to
encounter is the TIER® Scheduler. The Scheduler gives you the ability to manage staff, clients,
group treatment, resources, facility space, and equipment from a single location with various
schedule
views. From
here you can
look up
provider
availability,
find a
provider that
meets specific
client needs,
and set up
appointments.

To schedule a
client
appointment
simply search
for the
appropriate                                        Scheduler Month View
staff – the
Scheduler’s search functionality allows you to search based on varying criteria, like credential
type, availability, location, and you can create customized teams to easily locate staff with
specializations. Appointment type, needed resources, location, and meeting recurrence can all
be established from the same screen. Once the schedule item has been saved, it will appear on
the unique schedule of any individuals to which that item pertains. In the case of particularly
important schedule items, the DocWatch can generate alerts.




Page 9 of 26
TIER® Product and Services Overview




 Care Delivery


  Once an initial appointment has been scheduled for a new client, you need to be able to track
  care delivery and be assured that the right information pertaining to a client record gets to the
  right people. TIER® captures every aspect of client contact electronically, from Assessments, to
                                                        Treatment Planning, to Services and
‘From the perspective of clinical records, we’ve        Progress Notes, to Medication
     absolutely gotten the total value we’d hoped for.’ Administration, to discharge and post-
                                                        discharge follow-up, all of which is captured
Harriet Hall, Jefferson Center for Mental Health        in TIER®’s Service Delivery Module.
President and CEO                                    The Service Delivery Module was
                                                     developed out of Sequest’s extensive
 experience in quality planning and program consultation to several hundred organizations across
 the U.S. The model is also based on the following philosophical principles:

         Treatment services should address the priorities and needs of individuals served.
         Services should be provided within the least restrictive treatment setting.
         Services should be completed within appropriate time frames.
         Clinical record documentation should closely reflect program design and service delivery
         processes.


 As part of this module, TIER®
 comes loaded with two distinct
 sets of Assessments, Base Line
 Assessments and Special
 Assessments. The Base Line
 Assessments are like building
 blocks from which your
 organization can construct
 more robust, custom
 assessments. They can be
 combined, rearranged, or the
 fields can be completely
 changed. TIER®’s Special
 Assessments were designed
 based on years of successfully                           Behavioral Health Screening


 Page 10 of 26
TIER® Product and Services Overview


adhering to Joint Commission accreditation standards. Alternately, any third-party assessments,
whether eminent domain or purchased, can be imported into TIER®.

When a Diagnosis is made, TIER® records DSM IV-TR for all five axes. Any medication or lab
orders are handled electronically – TIER® has full HL7 compatibility – and with the addition of
signature pads the need for paper documentation can be eliminated from the order process.
TIER® has partnered with Dr. First, a recognized leader in the industry of e-prescribing, to
further reduce dependency on paper, increase savings, and provide access to sophisticated
electronic medication databases complete with information pertaining to allergies and drug
interactions.

If, as in our earlier example, a client is determined a suicide risk during pre-admission
assessments, the software could be adapted to automatically execute several proactive steps
following an emergency screening. The DocWatch could generate, in addition to the suicide
risk alert, a Doctor alert stating that a new client is ready for emergency hospitalization that
requires his/her signing off. The Presenting Problem recorded on the assessment can be
selected to carry over to the Initial Treatment Plan, so that when, as a next step, an Initial
Treatment Plan is created, the data is accessible from the Treatment Plan screen – the user
doesn’t have to return to the assessment to gather the data manually. The interaction between
the Assessments, Treatment Planning, and beyond allows you to trace the client’s progress from
the initial care to the point of after care.

Treatment Planning in TIER® is comprehensive, but easily managed. The philosophy behind the
TIER® approach to
Treatment Planning is
based on the work of Dr.
Benjamin Bloom and relies
on instructional objectives
and goals, which are tied to
specific problems. The
TIER® Treatment Plan
supports JCAHO and other
accreditation organization
requirements. It contains
the ability to create
unlimited problems, goals,
and objectives. Within the
highly customizable drop                           A Treatment Plan Outline
down menus any item can
be appended or revised directly from the Treatment Plan without the need to navigate to a

Page 11 of 26
TIER® Product and Services Overview


separate editing screen. An updated plan can be created via a simple cloning process, which
allows the user to make necessary changes while creating an archival record of the original plan.
You can choose from standard drop downs or create individualized ones, thus preventing
“cookie cutter” treatment plans.

After the point of intake and assessment, an initial short term plan can be established quickly and
easily using the linkages established during the intake assessments, including presenting
problems, diagnosis, and notes. Rather than creating Treatment Plans from additional steps,
they are developed directly out of care, from data identified during assessments.

This Initial Treatment Plan will allow your organization to establish and administer care, while a
Master Treatment Plan is developed. The Master Treatment Plan takes advantage of the same
linkages as the Initial Treatment Plan, with additional linkages being added as the clinical record
grows, so once again data entry is minimized and integration assures that client data is consistent
and accurate.

The documentation
of patient
encounters is
captured in a variety
of customizable
notes which record
service information
and, when
appropriate,
automatically
generate charge
slips. We adapt our
stock notes to your
needs; whether
your formats follow
                                              A Medication Administration Record (MAR)
SOAP or DAP
standards, our
individual, group, and other notes seamlessly initialize with problems and goals from treatment
plans. This ensures integration and compliance to treatment objectives. Included are Individual
Progress Notes, Group Notes, Activity Notes, Patient Education Notes, and General Free Form
Notes, all of which are adaptable to your organization’s specific documentation needs. Group
Notes present a particular advantage because they can be created for each group member from
a single screen, with a single point of data entry for the group portion of the note. Individual
note portions are then easily added by highlighting group members from a group list.

Page 12 of 26
TIER® Product and Services Overview


TIER® Physician and Nursing flows were designed by our clients. Our process friendly screens
allow medical staff to document medications, establish protocols, and take vitals as well as order,
verify, and administer medications. TIER®’s Computerized Physician Order Entry (CPOE) and
Medication Administration Record (MAR) have been successfully and safely managing
medications for over 10 years. Nurse Administration functionality allows nursing staff to
document medications and vitals which populate the Medication Administration Record (MAR).
The MAR further supports reconciliation with patient photographs, allergies or special needs,
most recent vital signs, and medication tracking which automatically records overlooked
medications.

Medication administration can be further enhanced with TIER® eRx, our new electronic
prescribing tool. TIER® eRx is a web based application that opens from within the client record
and allows you to enter prescriptions, track them, and send them to pharmacies. Data is
exchanged between TIER® eRx and the TIER® application automatically. That means TIER® eRx
will warn you if
you try to
prescribe that
medication to
which a client
has a known
allergy, and any
prescriptions you
do make will
populate the
client’s MAR.
You also benefit
from a vast drug
interaction
database.                                                   ®
                                                         TIER eRx
     ®
TIER was
designed by clinicians for clinicians. We understand the need for data collection to adhere to
organizational and discipline standards. We provide Help functionality within our software from
Guideline buttons. Guidelines and on-screen Help support staff are to complete documentation
accurately as well as support data collection consistency. Our Guideline buttons on the
Behavioral Health Screening define attributes of dangerous behavior-thus all staff utilize the same
view of such observation. In addition TIER® offers access to the CLIMATE clinical help system.
CLIMATE is published by the Clinical Research Unit for Anxiety Disorders and presented in the
form of clinical algorithms. CLIMATE can aid you in making care delivery decisions by delivering
assessment strategies, diagnostic supports, and clinical management guidelines.

Page 13 of 26
TIER® Product and Services Overview




The Face Sheet

One of the tremendous advantages of an EMR is the ability to collect and store a huge amount of
data for each client. This valuable TIER® data will determine how treatment is tailored, allow
your organization to assess quality of care, insure that clients receive the right medication at the
right dosage levels, and
illustrate the client’s
progress throughout the
term of admission and long
after in your TIER®
outcome reporting.

In TIER® each client’s
comprehensive electronic
record is managed from a
single screen, modeled
after a face sheet. From
the Face Sheet, all client
documentation is accessible
from an on screen menu
that functions like folder                                A Client ‘Face Sheet’
tabs, each menu item
representing the consolidation of related information, like Diagnosis, Treatment Plans, Services,
Assessments, Identifying Information, Billing and Insurance, and more. Clicking a menu item will
open up all records that would be stored under the corresponding tab in a paper system. In
fact, every aspect of client documentation is accessible within a few mouse clicks from this
screen.

TIER® can even capture paper documentation and make it accessible from the client record.
Our partnership with CAPSYS, a browser-based application that allows you to capture
documents from any location and import them into TIER®, enables you to collect any volume of
scanned documentation, sort it, and attach it to the proper client record.




Page 14 of 26
TIER® Product and Services Overview




TIER® ePortal


The electronic age has allowed us to pass information with speed and ease we never could have
dreamed of before. In the behavioral health sciences industry, patient records can be sent back
and forth between providers, claims sent instantly to payor sources, and prescription
information can be securely transferred to pharmacies. Oh, and by the way, TIER® happens to
excel at all these things.

But what about the clients? The client record belongs to the client, so shouldn’t clients be able
to ride the electronic wave and access their own records? With Meaningful Use regulations
being implemented in 2011, not only should clients have electronic access to their health
records, they must.

TIER® ePortal allows your organization to provide clients electronic access to their personal
health information over the web. Clients can examine their records for accuracy, review their
medications, and access other areas of their health record from an easily navigable menu. The
Message Center gives clients the ability
to send and receive correspondence to
their providers over a secure email,
request a prescription renewal, and
even contact customer service. Clients
can also schedule an appointment,
cancel an appointment, and view their
appointment schedules and visit
summaries in the ePortal.




                                                                  TIER® ePortal




Page 15 of 26
TIER® Product and Services Overview



Consoles


As advantageous as a comprehensive clinical record can be, if your job only requires you to
access certain parts of the client record, navigating through the entire chart can be cumbersome.
Wouldn’t it be convenient if you had a way to take the parts of the clinical record that your job
requires you to regularly access and put them in one place?

TIER® Consoles were designed to do exactly that.

The TIER® Consoles consolidate all of your work on a single screen. Consoles for Clinical,
Nursing, and Physician staff allow the user to point to the name of a client, then the work to be
performed, enter and save data and continue working without having to open the full client
record. For example, if a
clinician opens TIER® to
enter progress notes, he
or she doesn’t have to
navigate to each
individual’s client record,
enter the note, and then
navigate to the next
record. Instead, client
names and actions are
available on the Console.
The note can be entered
and saved on the
Console screen.

Consoles reduce
navigation through the
software to a bare
                                             Entering a Group Note from the Clinician Console
minimum but don’t
restrict access to the client record. Linkages within the Console allow the user to drill down to
specific areas of the record, or return to the face sheet. The ability to access all of your clients
and add documentation to their records from a single screen drastically reduces documentation
time – one screen for all your daily tasks, personalized to meet financial, medical, clinical, or
managerial duties.




Page 16 of 26
TIER® Product and Services Overview




Reporting

Reporting used to be like pulling teeth. In paper systems, tracking down all the requisite
paperwork and manually creating reports
was almost prohibitively time consuming.
Early EMRs were a marked improvement,
but you still had to wait for scheduled
report runs, print paper reports, and if you
needed a new report you had to go to the
vendor and have them create it for you,
usually for a cost.

TIER® is designed to capture and
consolidate a tremendous amount of data,
but that data is only useful to you if you
can see it. So TIER® Reporting tools were
designed to give you virtually unrestricted
access to your database, on the screen and
in real-time, so you can make decisions
based on the most current data available.

There are a number of canned reports in
TIER®, all of which are customizable and
can be exported to third party applications
like Microsoft® Excel™, and if you need to
print them out you can do that too.                          An Admission Summary Report
In addition to our canned reports, TIER®
provides full ad hoc reporting capabilities using the TIER® Report Builder, which works like a
wizard for creating new report templates. With the Report Builder, you can create a report to
your own specifications and create access to that report from any part of the system. Custom
reports can also be created using Crystal Reports® and SQL® Reports, so you can create any
reports you want, any time you want.

TIER® also has the capacity to produce Drilldowns, providing you with real-time summarizations
of program performance on the screen. This functionality allows you to make decisions without
having to wait for end of the month reports. The content of Drilldowns can be adjusted by
dragging and dropping identifiers into a content organization feature, thereby adjusting report
parameters on the fly.

Page 17 of 26
TIER® Product and Services Overview


The TIER® Decision Cube provides management with a powerful but user friendly analytics tool
for viewing client and
staff data. Variables
can be filtered on the
fly to produce
graphical reports in
real-time, all on one
screen. The concept
behind the Decision
Cube, as with other
TIER® Reporting tools,
is to expedite decision
making by providing
access to real-time
data and to eliminate
dependence on
unnecessary paper
reporting, thereby                                The Decision Cube
reducing HIPAA
violations.




Page 18 of 26
TIER® Product and Services Overview




 Billing


 All across the continuum of care, TIER® is collecting the data necessary for billing to function.
 Basic client data, demographic information, and insurance and other payment sources are
 captured during Inquiry and Intake. When the clinicians enter their progress notes and
 corresponding service data, charge slips are automatically generated, which ensures that billed
 services are properly documented.

                                                                  The TIER® Billing Module does
                                                                  the work of collecting all this
‘We have very much enjoyed our partnership with Sequest.          information and offers a powerful
           We wonder how we ever operated without TIER®.’         and efficient way to document
                                                                  chargeable events and transactions,
Howard Spanbock, Luke-Dorf CEO                                    including adaptable reporting
                                                                  functionality.

 The charge slip automatically initializes requisite data, such as the insurance payer, payer plan,
 and prior authorizations. It monitors utilization and calculates the remaining number of
 authorized services. If authorizations or benefits are expiring, the DocWatch will notify the
 appropriate staff, thereby preempting any future billing issues. The system will even
 automatically compare standard agency charges to contract rates and establish contractual
 adjustments.

 Waterfall billing allows you to assign payer ranking so that the Billing Module can automatically
 assign charges based on those rankings. The system can accomodate an unlimited amount of
 payer sources. As remittances are received, any remaining charges are applied to the next
 sequential payer source, and so on down the payer rankings until the charge is satisfied.

 The Billing Module documents transactions from the

 point of Initial Charge – created when a Charge Slip is generated from a Progress Note – to
 Request for Payment, Payment, Adjustments, and Write-offs. This documentation can be
 viewed in a series of robust reports, including:

     Aging reports                    Client deposit log                        Closing report
     Transaction logs                 Client deposit allocation report          Client balances
     Batch billing reports            Client audit report                       Cash control log
     Pending rebilling report         Void / reissue log                        Case aging report
     Transaction register             Non signed charge slips

 Page 19 of 26
TIER® Product and Services Overview


These reports all allow for easy customization to your specific organizational needs. The Billing
Module also incorporates the system’s Drilldown feature which allows you to access real-time
financial data and graphical representations at the click of a button. You can instantly report on
things like payer mix, reimbursement by payer, census by unit, and any other combination of
variables, and easily
export both data
and graphics into
Microsoft Office
products.

Transaction activity
can also be viewed
from the
Accounting
Console. From a
single screen you
can search for a
client, select from a
list of charges that
can be sorted by
Charge ID, Date,
Service Code,                                          Payment Allocation
Description,
Amount, or Provider, and view any transactions pertaining to that charge as well as any clinical
documentation, therefore providing detailed financial information coupled with the clinical
information required to create a charge.

As mentioned in the previous section, there are several options for ad hoc reporting, and, of
course, all of the features vital to effective billing are part of the module, including Batch Billing
for claims submission, Automatic Rebilling, and Electronic Eligibility Verification. The module
provides a HIPAA certified EDI File 837 X12N for both Medicare and Medicaid and CMS 1500
and UB04 templates for Medicare, Medicaid, and Private Insurance.




Page 20 of 26
TIER® Product and Services Overview



Beyond EMR


Security is paramount when it comes to Personal Health Information and electronic record
keeping. TIER® provides security on every level, from secure login and software access based on
user groups all the way down to field level security to make sure you maintain HIPAA
compliance and keep your records safe.

TIER® also contains a number of modules designed to help you get more out of your EMR.

TIER® Human Resources allows you to capture and track data related to staff, including
credentials, user rights, and checklists to verify the completion of the personnel management
process and related documentation requirements. The module also includes fully customizable
staff evaluations and an
employee performance
evaluation form.

Your organization can track
and document facilities with
the TIER® Environmental
Management Module. This
module is designed to facilitate
your ability to comply with the
JCAHO and CARF
accreditation requirements
and also to support
compliance with state
licensing requirements by                       The Environmental Management Module
allowing you to track the
following resources:

       Building profiles
       Space allocation
       Environmental inspections
       Maintenance orders
       Preventative maintenance
       Vehicle maintenance
       Documentation of drills
       Orientation and annual safety training
       Systems inspections and management
       Incident reporting
Page 21 of 26
TIER® Product and Services Overview




TIER®’s Complete Quality Management (CQM) component is a comprehensive, dynamic
resource that automates your organization’s complete quality management system. CQM is
designed for medical and behavioral health organizations and consists of three core components:

       Process Improvement - This component incorporates the principles of process
       improvement through the use of project teams using the structured approach of plan,
       do, check, act (PDCA) for quality improvement.
       Performance Measurement - This quality management activity assists your organization in
       monitoring costs vs. benefits of processes on an ongoing basis. It allows you to
       continually monitor important aspects of your operations and create reports regarding
       findings.
       Outcomes Measurement - This component is designed to allow you to collect and
       analyze outcome measurement data. Two essential outcome measurement activities are
       evaluation of service effectiveness and organization evaluation including completion of
       special studies and accreditation requirements.


TIER® provides you with the ability to plan and manage your business development activities
with the Business Development Module. From here you have ability to view real-time volume
statistics regarding referrals from your referral sources. Your business development staff have
the ability to create referral source service plans and record contact follow-up activities with
each of their clients. The Business Development Module is incorporated into the TIER®
database. This integration provides you with a powerful tool to manage referral development
activities, since all referral source information collected in the service delivery process is
integrated into the business development function.

You can also link the Business Development Module with TIER® CQM, making it possible to
produce outcomes reports specific to funding. The referral sources allow it to support evidence
based practice processes.




Page 22 of 26
TIER® Product and Services Overview



Implementation

Nervous about the prospect of a large scale Implementation? We have a solution for that.®

History is full of IT projects that fail to meet the customer’s expectations, miss scheduled
deadlines, and exceed allocated budgets. These are rarely failures of technology, talent, or effort,
but are instead failures of management and leadership. But don’t panic. Instead, consider the
following questions:

       What are we trying to achieve?
       How are we going to achieve our goals?
       Who is going to do what?
       When are we going to be finished?
       What is our definition of success?


The essence of effective Project Management is to provide the answers to these questions. For
this reason, Sequest uses a disciplined, industry proven project management methodology
developed over years of successful experience.

Sequest will tailor the implementation processes and procedures as necessary to meet your
organization’s needs and augment those processes and procedures with a variety of software
development and implementation models for a comprehensive delivery framework. As
technology evolves, so do the frameworks – incorporating new methods and processes while
building upon previous success stories and lessons learned is a key to the success of our
methodology. The major stages of our implementation process, developed under this
philosophy, are as follows:

Project Planning
Project Planning provides the Agency-customized framework to specify detailed activities,
desired goals, and target dates relative to implementing an EMR solution and is founded on the
success of other installations. We base our project plans on a rigorous set of scheduling practices
determined by your organization’s goals, RFP requirements, and the deliverable timeline. At
Sequest, we recognize that project success is often determined by the effectiveness with which
we establish and govern this process.

Training
In order for TIER® to be used to its full potential, it is critical that users are able to understand
and accept the product. Comprehensive, hands-on training and a strong partnership between
your organization and Sequest is vital to accomplishing this. Over the course of training, TIER®
users will become self-sufficient as the knowledge of our training staff is transferred on.

Page 23 of 26
TIER® Product and Services Overview


 Integration
 The success of an EMR solution depends on much more than the installation, configuration,
 development, and testing of TIER®; it must be fully integrated into the complex business and
 technology infrastructures of today’s health and human services organizations. Our integration
 strategy includes the development of a detailed, tactical plan to seamlessly integrate TIER®
 within your organization’s system of care and technical environment, including the critical
 interfaces with Medicare and Medicaid to support the eligibility, claim, and financial reconciliation
 process. We schedule our integration activities to commence early in the project to provide
 sufficient time for the necessary inter-agency coordination and agreements and we place a
 special emphasis on tracking and recording the status of these activities throughout the project.

 Testing
 Each testing activity is aligned in a logical progression, starting with joint development of an
 effective test plan to support module tests, reporting tool tests, integration tests, and system
 performance tests.

 Data Conversion
 Because data conversion is a high-risk endeavor, our proposed EMR data conversion strategy
 leverages best practices and lessons learned from the nine-step approach.

 Maintenance and Support
 We see our commitment to your organization going beyond our demonstrated excellent
 preventative and corrective maintenance. Sequest will continue to include a progressive release
 strategy for TIER® combined with effective annual planning that anticipates and responds to
 future healthcare and technology trends. We will leverage our experience and knowledge in the
 industry to continue to provide exceptional service and a commitment to ongoing improvement.

  Our implementation process is grounded in two core values – building and maintaining our
  partnerships throughout and beyond the project lifecycle and applying appropriate and rigorous
  management methods during “solution” refinement, project management, and implementation.
  Our commitment to partnership goes hand-in-hand with our commitment to engagement
  success. Our adherence to structured methodologies ensures that every project is conducted
                                                     within a proven framework that will minimize
                                                     risk, maximize benefits, and achieve the
‘This relationship is like a marriage, it requires
                                                     greatest level of quality.
                 that level of commitment and care.’
                                                     Strong partnerships produce stronger, better
Jim Dougherty, Vice President, Marworth              adapted products, and we all benefit from
                                                     that.




 Page 24 of 26
TIER® Product and Services Overview


TIER® Exchange


The landscape of Health and Human Services is always shifting, and coping with changes in
industry practices, technology, and state and federal regulations can be overwhelming.

We have a solution for that.®

Once a month, Sequest hosts the TIER®
Exchange, a series of forums designed to
address the industry and how it’s
changing. The TIER® Exchange is a
chance for us to bring our knowledge and
insight to you – from CCHIT and
Meaningful Use to state specific topics
and much more – and the Exchange is
open to anyone.

We also host an annual national users’                       TIER® Exchange
                                          ®
conference in Illinois – the National TIER
Exchange – in order to establish interaction between TIER® users from all over the country.

Our goal is to create a dialogue, not just between our Exchange presenters and the audience,
but between organizations, one that will continue beyond the Exchange.




Page 25 of 26
CONTACT
        Sequest
  801 Warrenville Rd,
       Suite 350
    Lisle, IL 60532
 877-630-TIER (8437)
solutions@sequest.net
   www.sequest.net

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Tier Product And Services Overview

  • 1. We have a solution for that.® ® TIER Product and Services Overview
  • 2. TIER® Product and Services Overview Table of Contents Table of Contents ....................................................................................................................... 2 Executive Summary ..................................................................................................................... 3 TIER® Differentiators .................................................................................................................. 4 Who is Sequest? .......................................................................................................................... 5 The TIER® Solution ..................................................................................................................... 6 Getting you on top of your day ................................................................................................... 7 Inquiry and Intake with less stress .............................................................................................. 8 Care Delivery ............................................................................................................................ 10 The Face Sheet.......................................................................................................................... 14 TIER® ePortal ............................................................................................................................ 15 Consoles .................................................................................................................................... 16 Reporting ................................................................................................................................... 17 Billing ......................................................................................................................................... 19 Beyond EMR.............................................................................................................................. 21 Implementation ......................................................................................................................... 23 TIER® Exchange ......................................................................................................................... 25 Page 2 of 26
  • 3. TIER® Product and Services Overview Executive Summary Today, only a few vendors in the community based health and human services industry have the technology, resources, and skills necessary to deliver a system that spans the entire billing, clinical, and administrative cycle. At Sequest, we have not only established ourselves among these leading vendors, we have striven to set ourselves apart with exceptional functionality and superior standards. We are uniquely qualified to align with your organization in achieving its main goal of implementing an enterprise-wide, comprehensive EMR solution, which will enable your organization to accurately and efficiently capture, track, process, share, and report any consumer services, billing, and outcomes information. That solution – the state-of-the-art, industry leading TIER® (Totally Integrated Electronic Record) – is customizable and fully capable of meeting the current and future needs of your organization. TIER® is not just another advanced technology system. It is a robust and self-directing information solution designed for all parts of the organization. TIER® brings all the pieces together – clinical, financial, administrative and facilities/human resource management. The TIER® solution promotes team-based care, sharpening the focus on the consumer by coordinating the process surrounding the consumer. Implementing the TIER® solution will allow your organization to utilize proven technology to deliver comprehensive software services wherever they are needed. Sequest Technologies welcomes the opportunity to work with and to build a shared vision and strategic partnership with you and your organization. We are pleased you have taken the time to read this important summary document. Sincerely, William R. Connors Ted Wright President and CEO Director of Business Development Page 3 of 26
  • 4. TIER® Product and Services Overview TIER® Differentiators Adaptable platform designed to grow as your organization grows Fully integrated, multi-dimensional billing module Future flexibility to meet ever changing regulatory demands of the Counties and State Improves patient care and safety through a Medication Record (MAR) and Computerized Physician Order Entry (CPOE), and e-prescribing Optimizes business using customer designed business rules Track Referrals, admissions and conversion ratios Enhances communications among caregivers through an integrated email system Provides customers with the ability to guide and enforce clinical, regulatory, and pay-for- performance/payer rules User defined graphical image that reflect real time outcomes and key performance indicators TIER® provides a fully loaded searchable knowledge table-library of goals, objectives, and interventions. Users may choose to use our Treatment Plan drop down menus or the customer-modifiable templates to rapidly develop individualized treatment plans Progress notes are seamlessly connected to charge slips which comply with CMS requirements. The ability to complete both Point of Service Scanning and Batch scanning so all staff have up to date information which includes all patient documentation Tools shipped with the system assure all data required to be captured in staff workflows is recorded at the right time Business, Human Resources and Environmental Management functionality for organization- wide management and reporting First Behavioral Healthcare vendor to successfully submit the Continuity of Care Document (CCD) First Behavioral Healthcare vendor to have a RHIO application up and running. The Sequest RHIO Interchange provides services for the Rochester RHIO which shares a range of information including the Continuity of Care Document (CCD), Lab results and Radiology results to twenty agencies This functionality delivers an efficient and effective, integrated workflow throughout your organization, for all staff. This will further the financial strength of the organization and also give the organization the flexibility to continue as industry leaders in behavioral healthcare systems development. Page 4 of 26
  • 5. TIER® Product and Services Overview Who is Sequest? We are Sequest Technologies, Inc., a recognized leader in innovative solutions and software products for the Health and Human services industry. Our expertise in streamlining financial, clinical, and management processes greatly improves efficiencies and ultimately enhances patient care. The people who make up Sequest have over 150 years of clinical experience and now serve a broad sector that includes mental health and substance abuse clinics, psychiatric hospitals, and social services organizations. Sequest is highly respected by both CEOs and practitioners alike. We have over 25 years in the industry and we are renowned for our Our Vision is to become the innovative solutions and our customer-centric premier software and services approach. Our long and successful relationships provide us with valuable and expert insight into Solutions Company for the the ever-changing needs of the industry. At health and human services Sequest, we develop more than just Electronic Health Record Systems, we develop industry. We will establish partnerships. This core focus on providing value unmatched industry standards to our partners is embedded in our company DNA and has long been the reason people of excellence that will advance continue to choose Sequest. the clinical and related services offered by our customers. Page 5 of 26
  • 6. TIER® Product and Services Overview The TIER® Solution Total integration: that’s what makes electronic record keeping so valuable. The ability to streamline workflow, eliminate cumbersome paper records, and track data with ease and flexibility – that’s what you want. TIER® – the Totally Integrated Electronic Record – was created to be exactly what the name implies. The TIER® Solution is a set of seamlessly integrated software modules that allow you to consolidate all of your organization’s record keeping in a single, accessible information system. Our sophisticated design tool empowers you to customize the application and create new software tools so that TIER® adapts to your organization’s workflow across the entire continuum of care. The clinical workflow in TIER® was designed by clinicians, and as the flagship product of a company whose leaders have over 150 years of combined experience in the health and human services industry, TIER® is much more than just a piece of software, it’s a partnership. Sequest is focused on helping healthcare providers elevate patient care, while at the same time reducing the cost of services. What we want TIER® to become for your organization is a tailor ‘You’re only limited by your own imagination and made electronic record, allowing your own willingness level to climb outside the box.’ you to meet certification requirements, maximize efficiency, Dave Gerick. Vice-President, Quality & Information Systems. and ultimately improve the quality Father Martin’s Ashley and efficacy of care delivery. We know choosing an EMR can be difficult, but using one shouldn’t be. To give you a better idea of how TIER® can work for you, we’ve created a workflow narrative full of examples of how you might use the system. Of course, the workflow at your organization might be a little different, but that’s the beauty of TIER®: it was designed to adapt to your organization, rather than the other way around. Page 6 of 26
  • 7. TIER® Product and Services Overview Getting you on top of your day The first thing you’ll see when you log into TIER® is your personal TMail page. TMail is an electronic messaging system that lives within TIER® and allows users to send confidential material while maintaining HIPAA compliance. Correspondence stays within TIER®, so there’s no danger of leaking Personal Health Information. Living alongside TMail is the DocWatch, TIER®’s adaptable personal alert system. A DocWatch can be set up for any time sensitive material – for example, an expiring Treatment Plan or Provider Credential – and the system will generate a proactive warning on the TMail page. When you open the warning message, you will be provided with a link to the location in the software from which the warning was generated. Say TIER® sends you a DocWatch alert that says you have to sign a Progress Note. You click on the link, sign your note and save it, and you’re done. No more fluorescent sticky notes. DocWatch alerts can be applied to any field within the TIER® system. Use it to stay on top of compliance mandates, ensure evidence-based practices are implemented, track authorizations, notify staff that they have been assigned new clients, monitor risk factors, alert users that reports are ready, and much more. The best part about DocWatch is that it’s persistent. The warning will continue to generate until the A DocWatch Alert Message task has been completed or the business rule fulfilled. If the issue isn’t resolved after a specified period of time, the system can notify a supervisor, or even that supervisor’s supervisor. By taking advantage of hierarchical accountability, DocWatch can keep important tasks from slipping through the cracks. Keep in mind, these proactive alerts are system generated. No one has to make a phone call or send an email. With TMail and DocWatch, you’ll be able to get on top of your day before you finish your first cup of coffee. Page 7 of 26
  • 8. TIER® Product and Services Overview Inquiry and Intake with less stress Calls centers gather invaluable client data, but with paper record keeping, and even with some EMRs, redundant data entry and duplicate records are a common occurrence. The TIER® Inquiry Module is designed to simplify the work of a call center with easy client and potential client search functionality and single point data entry. The search screen drives the inquiry process, allowing the user to search for records by first and last name, social security number, and date of birth. When a contact is recorded, any data captured only has to be entered once and the system will then auto-populate that data wherever pertinent. These screens allow the user to capture incoming and outgoing referrals, identification information, contacts, demographic information, presenting problem, insurance, treatment certification, medications, as well as offering a variety of pre-admission assessments. And because of the product’s integrated structure, all of the documentation done from this part of the software has functional implications elsewhere. Presenting problems and intake notes can be set up to link to future treatment plans or referrals. Insurance information will be transferred to the billing module and, on the clinical side, will be used against authorizations to help determine the services for which a client has been approved. If a client is deemed a suicide or homicide risk the system automatically generates a risk assessment and, based on the outcome of that assessment, alerts can be generated to the appropriate staff. TIER® handles the tasks of Medication Reconciliation right from the point of inquiry. Current medication information collected on the inquiry and intake screens is used against any future medication administration to ensure proper reconciliation. For returning clients, the electronic record is automatically carried over into new admissions and can be easily updated to reflect any changes. All of this functionality is adaptable to your organization’s existing workflow. Fields can be added or changed, assessments revised, and screens rearranged to ensure that the TIER ® Inquiry Module captures exactly the information you need with the greatest possible economy and accuracy. For organizations like Marworth of Waverly, PA – one of the leading substance abuse treatment centers in the United States – TIER® has cut admission time in half.1 1 Based on a 2008 Marworth impact study. Page 8 of 26
  • 9. TIER® Product and Services Overview When the decision is made to admit a new client, the next piece of software you are likely to encounter is the TIER® Scheduler. The Scheduler gives you the ability to manage staff, clients, group treatment, resources, facility space, and equipment from a single location with various schedule views. From here you can look up provider availability, find a provider that meets specific client needs, and set up appointments. To schedule a client appointment simply search for the appropriate Scheduler Month View staff – the Scheduler’s search functionality allows you to search based on varying criteria, like credential type, availability, location, and you can create customized teams to easily locate staff with specializations. Appointment type, needed resources, location, and meeting recurrence can all be established from the same screen. Once the schedule item has been saved, it will appear on the unique schedule of any individuals to which that item pertains. In the case of particularly important schedule items, the DocWatch can generate alerts. Page 9 of 26
  • 10. TIER® Product and Services Overview Care Delivery Once an initial appointment has been scheduled for a new client, you need to be able to track care delivery and be assured that the right information pertaining to a client record gets to the right people. TIER® captures every aspect of client contact electronically, from Assessments, to Treatment Planning, to Services and ‘From the perspective of clinical records, we’ve Progress Notes, to Medication absolutely gotten the total value we’d hoped for.’ Administration, to discharge and post- discharge follow-up, all of which is captured Harriet Hall, Jefferson Center for Mental Health in TIER®’s Service Delivery Module. President and CEO The Service Delivery Module was developed out of Sequest’s extensive experience in quality planning and program consultation to several hundred organizations across the U.S. The model is also based on the following philosophical principles: Treatment services should address the priorities and needs of individuals served. Services should be provided within the least restrictive treatment setting. Services should be completed within appropriate time frames. Clinical record documentation should closely reflect program design and service delivery processes. As part of this module, TIER® comes loaded with two distinct sets of Assessments, Base Line Assessments and Special Assessments. The Base Line Assessments are like building blocks from which your organization can construct more robust, custom assessments. They can be combined, rearranged, or the fields can be completely changed. TIER®’s Special Assessments were designed based on years of successfully Behavioral Health Screening Page 10 of 26
  • 11. TIER® Product and Services Overview adhering to Joint Commission accreditation standards. Alternately, any third-party assessments, whether eminent domain or purchased, can be imported into TIER®. When a Diagnosis is made, TIER® records DSM IV-TR for all five axes. Any medication or lab orders are handled electronically – TIER® has full HL7 compatibility – and with the addition of signature pads the need for paper documentation can be eliminated from the order process. TIER® has partnered with Dr. First, a recognized leader in the industry of e-prescribing, to further reduce dependency on paper, increase savings, and provide access to sophisticated electronic medication databases complete with information pertaining to allergies and drug interactions. If, as in our earlier example, a client is determined a suicide risk during pre-admission assessments, the software could be adapted to automatically execute several proactive steps following an emergency screening. The DocWatch could generate, in addition to the suicide risk alert, a Doctor alert stating that a new client is ready for emergency hospitalization that requires his/her signing off. The Presenting Problem recorded on the assessment can be selected to carry over to the Initial Treatment Plan, so that when, as a next step, an Initial Treatment Plan is created, the data is accessible from the Treatment Plan screen – the user doesn’t have to return to the assessment to gather the data manually. The interaction between the Assessments, Treatment Planning, and beyond allows you to trace the client’s progress from the initial care to the point of after care. Treatment Planning in TIER® is comprehensive, but easily managed. The philosophy behind the TIER® approach to Treatment Planning is based on the work of Dr. Benjamin Bloom and relies on instructional objectives and goals, which are tied to specific problems. The TIER® Treatment Plan supports JCAHO and other accreditation organization requirements. It contains the ability to create unlimited problems, goals, and objectives. Within the highly customizable drop A Treatment Plan Outline down menus any item can be appended or revised directly from the Treatment Plan without the need to navigate to a Page 11 of 26
  • 12. TIER® Product and Services Overview separate editing screen. An updated plan can be created via a simple cloning process, which allows the user to make necessary changes while creating an archival record of the original plan. You can choose from standard drop downs or create individualized ones, thus preventing “cookie cutter” treatment plans. After the point of intake and assessment, an initial short term plan can be established quickly and easily using the linkages established during the intake assessments, including presenting problems, diagnosis, and notes. Rather than creating Treatment Plans from additional steps, they are developed directly out of care, from data identified during assessments. This Initial Treatment Plan will allow your organization to establish and administer care, while a Master Treatment Plan is developed. The Master Treatment Plan takes advantage of the same linkages as the Initial Treatment Plan, with additional linkages being added as the clinical record grows, so once again data entry is minimized and integration assures that client data is consistent and accurate. The documentation of patient encounters is captured in a variety of customizable notes which record service information and, when appropriate, automatically generate charge slips. We adapt our stock notes to your needs; whether your formats follow A Medication Administration Record (MAR) SOAP or DAP standards, our individual, group, and other notes seamlessly initialize with problems and goals from treatment plans. This ensures integration and compliance to treatment objectives. Included are Individual Progress Notes, Group Notes, Activity Notes, Patient Education Notes, and General Free Form Notes, all of which are adaptable to your organization’s specific documentation needs. Group Notes present a particular advantage because they can be created for each group member from a single screen, with a single point of data entry for the group portion of the note. Individual note portions are then easily added by highlighting group members from a group list. Page 12 of 26
  • 13. TIER® Product and Services Overview TIER® Physician and Nursing flows were designed by our clients. Our process friendly screens allow medical staff to document medications, establish protocols, and take vitals as well as order, verify, and administer medications. TIER®’s Computerized Physician Order Entry (CPOE) and Medication Administration Record (MAR) have been successfully and safely managing medications for over 10 years. Nurse Administration functionality allows nursing staff to document medications and vitals which populate the Medication Administration Record (MAR). The MAR further supports reconciliation with patient photographs, allergies or special needs, most recent vital signs, and medication tracking which automatically records overlooked medications. Medication administration can be further enhanced with TIER® eRx, our new electronic prescribing tool. TIER® eRx is a web based application that opens from within the client record and allows you to enter prescriptions, track them, and send them to pharmacies. Data is exchanged between TIER® eRx and the TIER® application automatically. That means TIER® eRx will warn you if you try to prescribe that medication to which a client has a known allergy, and any prescriptions you do make will populate the client’s MAR. You also benefit from a vast drug interaction database. ® TIER eRx ® TIER was designed by clinicians for clinicians. We understand the need for data collection to adhere to organizational and discipline standards. We provide Help functionality within our software from Guideline buttons. Guidelines and on-screen Help support staff are to complete documentation accurately as well as support data collection consistency. Our Guideline buttons on the Behavioral Health Screening define attributes of dangerous behavior-thus all staff utilize the same view of such observation. In addition TIER® offers access to the CLIMATE clinical help system. CLIMATE is published by the Clinical Research Unit for Anxiety Disorders and presented in the form of clinical algorithms. CLIMATE can aid you in making care delivery decisions by delivering assessment strategies, diagnostic supports, and clinical management guidelines. Page 13 of 26
  • 14. TIER® Product and Services Overview The Face Sheet One of the tremendous advantages of an EMR is the ability to collect and store a huge amount of data for each client. This valuable TIER® data will determine how treatment is tailored, allow your organization to assess quality of care, insure that clients receive the right medication at the right dosage levels, and illustrate the client’s progress throughout the term of admission and long after in your TIER® outcome reporting. In TIER® each client’s comprehensive electronic record is managed from a single screen, modeled after a face sheet. From the Face Sheet, all client documentation is accessible from an on screen menu that functions like folder A Client ‘Face Sheet’ tabs, each menu item representing the consolidation of related information, like Diagnosis, Treatment Plans, Services, Assessments, Identifying Information, Billing and Insurance, and more. Clicking a menu item will open up all records that would be stored under the corresponding tab in a paper system. In fact, every aspect of client documentation is accessible within a few mouse clicks from this screen. TIER® can even capture paper documentation and make it accessible from the client record. Our partnership with CAPSYS, a browser-based application that allows you to capture documents from any location and import them into TIER®, enables you to collect any volume of scanned documentation, sort it, and attach it to the proper client record. Page 14 of 26
  • 15. TIER® Product and Services Overview TIER® ePortal The electronic age has allowed us to pass information with speed and ease we never could have dreamed of before. In the behavioral health sciences industry, patient records can be sent back and forth between providers, claims sent instantly to payor sources, and prescription information can be securely transferred to pharmacies. Oh, and by the way, TIER® happens to excel at all these things. But what about the clients? The client record belongs to the client, so shouldn’t clients be able to ride the electronic wave and access their own records? With Meaningful Use regulations being implemented in 2011, not only should clients have electronic access to their health records, they must. TIER® ePortal allows your organization to provide clients electronic access to their personal health information over the web. Clients can examine their records for accuracy, review their medications, and access other areas of their health record from an easily navigable menu. The Message Center gives clients the ability to send and receive correspondence to their providers over a secure email, request a prescription renewal, and even contact customer service. Clients can also schedule an appointment, cancel an appointment, and view their appointment schedules and visit summaries in the ePortal. TIER® ePortal Page 15 of 26
  • 16. TIER® Product and Services Overview Consoles As advantageous as a comprehensive clinical record can be, if your job only requires you to access certain parts of the client record, navigating through the entire chart can be cumbersome. Wouldn’t it be convenient if you had a way to take the parts of the clinical record that your job requires you to regularly access and put them in one place? TIER® Consoles were designed to do exactly that. The TIER® Consoles consolidate all of your work on a single screen. Consoles for Clinical, Nursing, and Physician staff allow the user to point to the name of a client, then the work to be performed, enter and save data and continue working without having to open the full client record. For example, if a clinician opens TIER® to enter progress notes, he or she doesn’t have to navigate to each individual’s client record, enter the note, and then navigate to the next record. Instead, client names and actions are available on the Console. The note can be entered and saved on the Console screen. Consoles reduce navigation through the software to a bare Entering a Group Note from the Clinician Console minimum but don’t restrict access to the client record. Linkages within the Console allow the user to drill down to specific areas of the record, or return to the face sheet. The ability to access all of your clients and add documentation to their records from a single screen drastically reduces documentation time – one screen for all your daily tasks, personalized to meet financial, medical, clinical, or managerial duties. Page 16 of 26
  • 17. TIER® Product and Services Overview Reporting Reporting used to be like pulling teeth. In paper systems, tracking down all the requisite paperwork and manually creating reports was almost prohibitively time consuming. Early EMRs were a marked improvement, but you still had to wait for scheduled report runs, print paper reports, and if you needed a new report you had to go to the vendor and have them create it for you, usually for a cost. TIER® is designed to capture and consolidate a tremendous amount of data, but that data is only useful to you if you can see it. So TIER® Reporting tools were designed to give you virtually unrestricted access to your database, on the screen and in real-time, so you can make decisions based on the most current data available. There are a number of canned reports in TIER®, all of which are customizable and can be exported to third party applications like Microsoft® Excel™, and if you need to print them out you can do that too. An Admission Summary Report In addition to our canned reports, TIER® provides full ad hoc reporting capabilities using the TIER® Report Builder, which works like a wizard for creating new report templates. With the Report Builder, you can create a report to your own specifications and create access to that report from any part of the system. Custom reports can also be created using Crystal Reports® and SQL® Reports, so you can create any reports you want, any time you want. TIER® also has the capacity to produce Drilldowns, providing you with real-time summarizations of program performance on the screen. This functionality allows you to make decisions without having to wait for end of the month reports. The content of Drilldowns can be adjusted by dragging and dropping identifiers into a content organization feature, thereby adjusting report parameters on the fly. Page 17 of 26
  • 18. TIER® Product and Services Overview The TIER® Decision Cube provides management with a powerful but user friendly analytics tool for viewing client and staff data. Variables can be filtered on the fly to produce graphical reports in real-time, all on one screen. The concept behind the Decision Cube, as with other TIER® Reporting tools, is to expedite decision making by providing access to real-time data and to eliminate dependence on unnecessary paper reporting, thereby The Decision Cube reducing HIPAA violations. Page 18 of 26
  • 19. TIER® Product and Services Overview Billing All across the continuum of care, TIER® is collecting the data necessary for billing to function. Basic client data, demographic information, and insurance and other payment sources are captured during Inquiry and Intake. When the clinicians enter their progress notes and corresponding service data, charge slips are automatically generated, which ensures that billed services are properly documented. The TIER® Billing Module does the work of collecting all this ‘We have very much enjoyed our partnership with Sequest. information and offers a powerful We wonder how we ever operated without TIER®.’ and efficient way to document chargeable events and transactions, Howard Spanbock, Luke-Dorf CEO including adaptable reporting functionality. The charge slip automatically initializes requisite data, such as the insurance payer, payer plan, and prior authorizations. It monitors utilization and calculates the remaining number of authorized services. If authorizations or benefits are expiring, the DocWatch will notify the appropriate staff, thereby preempting any future billing issues. The system will even automatically compare standard agency charges to contract rates and establish contractual adjustments. Waterfall billing allows you to assign payer ranking so that the Billing Module can automatically assign charges based on those rankings. The system can accomodate an unlimited amount of payer sources. As remittances are received, any remaining charges are applied to the next sequential payer source, and so on down the payer rankings until the charge is satisfied. The Billing Module documents transactions from the point of Initial Charge – created when a Charge Slip is generated from a Progress Note – to Request for Payment, Payment, Adjustments, and Write-offs. This documentation can be viewed in a series of robust reports, including: Aging reports Client deposit log Closing report Transaction logs Client deposit allocation report Client balances Batch billing reports Client audit report Cash control log Pending rebilling report Void / reissue log Case aging report Transaction register Non signed charge slips Page 19 of 26
  • 20. TIER® Product and Services Overview These reports all allow for easy customization to your specific organizational needs. The Billing Module also incorporates the system’s Drilldown feature which allows you to access real-time financial data and graphical representations at the click of a button. You can instantly report on things like payer mix, reimbursement by payer, census by unit, and any other combination of variables, and easily export both data and graphics into Microsoft Office products. Transaction activity can also be viewed from the Accounting Console. From a single screen you can search for a client, select from a list of charges that can be sorted by Charge ID, Date, Service Code, Payment Allocation Description, Amount, or Provider, and view any transactions pertaining to that charge as well as any clinical documentation, therefore providing detailed financial information coupled with the clinical information required to create a charge. As mentioned in the previous section, there are several options for ad hoc reporting, and, of course, all of the features vital to effective billing are part of the module, including Batch Billing for claims submission, Automatic Rebilling, and Electronic Eligibility Verification. The module provides a HIPAA certified EDI File 837 X12N for both Medicare and Medicaid and CMS 1500 and UB04 templates for Medicare, Medicaid, and Private Insurance. Page 20 of 26
  • 21. TIER® Product and Services Overview Beyond EMR Security is paramount when it comes to Personal Health Information and electronic record keeping. TIER® provides security on every level, from secure login and software access based on user groups all the way down to field level security to make sure you maintain HIPAA compliance and keep your records safe. TIER® also contains a number of modules designed to help you get more out of your EMR. TIER® Human Resources allows you to capture and track data related to staff, including credentials, user rights, and checklists to verify the completion of the personnel management process and related documentation requirements. The module also includes fully customizable staff evaluations and an employee performance evaluation form. Your organization can track and document facilities with the TIER® Environmental Management Module. This module is designed to facilitate your ability to comply with the JCAHO and CARF accreditation requirements and also to support compliance with state licensing requirements by The Environmental Management Module allowing you to track the following resources: Building profiles Space allocation Environmental inspections Maintenance orders Preventative maintenance Vehicle maintenance Documentation of drills Orientation and annual safety training Systems inspections and management Incident reporting Page 21 of 26
  • 22. TIER® Product and Services Overview TIER®’s Complete Quality Management (CQM) component is a comprehensive, dynamic resource that automates your organization’s complete quality management system. CQM is designed for medical and behavioral health organizations and consists of three core components: Process Improvement - This component incorporates the principles of process improvement through the use of project teams using the structured approach of plan, do, check, act (PDCA) for quality improvement. Performance Measurement - This quality management activity assists your organization in monitoring costs vs. benefits of processes on an ongoing basis. It allows you to continually monitor important aspects of your operations and create reports regarding findings. Outcomes Measurement - This component is designed to allow you to collect and analyze outcome measurement data. Two essential outcome measurement activities are evaluation of service effectiveness and organization evaluation including completion of special studies and accreditation requirements. TIER® provides you with the ability to plan and manage your business development activities with the Business Development Module. From here you have ability to view real-time volume statistics regarding referrals from your referral sources. Your business development staff have the ability to create referral source service plans and record contact follow-up activities with each of their clients. The Business Development Module is incorporated into the TIER® database. This integration provides you with a powerful tool to manage referral development activities, since all referral source information collected in the service delivery process is integrated into the business development function. You can also link the Business Development Module with TIER® CQM, making it possible to produce outcomes reports specific to funding. The referral sources allow it to support evidence based practice processes. Page 22 of 26
  • 23. TIER® Product and Services Overview Implementation Nervous about the prospect of a large scale Implementation? We have a solution for that.® History is full of IT projects that fail to meet the customer’s expectations, miss scheduled deadlines, and exceed allocated budgets. These are rarely failures of technology, talent, or effort, but are instead failures of management and leadership. But don’t panic. Instead, consider the following questions: What are we trying to achieve? How are we going to achieve our goals? Who is going to do what? When are we going to be finished? What is our definition of success? The essence of effective Project Management is to provide the answers to these questions. For this reason, Sequest uses a disciplined, industry proven project management methodology developed over years of successful experience. Sequest will tailor the implementation processes and procedures as necessary to meet your organization’s needs and augment those processes and procedures with a variety of software development and implementation models for a comprehensive delivery framework. As technology evolves, so do the frameworks – incorporating new methods and processes while building upon previous success stories and lessons learned is a key to the success of our methodology. The major stages of our implementation process, developed under this philosophy, are as follows: Project Planning Project Planning provides the Agency-customized framework to specify detailed activities, desired goals, and target dates relative to implementing an EMR solution and is founded on the success of other installations. We base our project plans on a rigorous set of scheduling practices determined by your organization’s goals, RFP requirements, and the deliverable timeline. At Sequest, we recognize that project success is often determined by the effectiveness with which we establish and govern this process. Training In order for TIER® to be used to its full potential, it is critical that users are able to understand and accept the product. Comprehensive, hands-on training and a strong partnership between your organization and Sequest is vital to accomplishing this. Over the course of training, TIER® users will become self-sufficient as the knowledge of our training staff is transferred on. Page 23 of 26
  • 24. TIER® Product and Services Overview Integration The success of an EMR solution depends on much more than the installation, configuration, development, and testing of TIER®; it must be fully integrated into the complex business and technology infrastructures of today’s health and human services organizations. Our integration strategy includes the development of a detailed, tactical plan to seamlessly integrate TIER® within your organization’s system of care and technical environment, including the critical interfaces with Medicare and Medicaid to support the eligibility, claim, and financial reconciliation process. We schedule our integration activities to commence early in the project to provide sufficient time for the necessary inter-agency coordination and agreements and we place a special emphasis on tracking and recording the status of these activities throughout the project. Testing Each testing activity is aligned in a logical progression, starting with joint development of an effective test plan to support module tests, reporting tool tests, integration tests, and system performance tests. Data Conversion Because data conversion is a high-risk endeavor, our proposed EMR data conversion strategy leverages best practices and lessons learned from the nine-step approach. Maintenance and Support We see our commitment to your organization going beyond our demonstrated excellent preventative and corrective maintenance. Sequest will continue to include a progressive release strategy for TIER® combined with effective annual planning that anticipates and responds to future healthcare and technology trends. We will leverage our experience and knowledge in the industry to continue to provide exceptional service and a commitment to ongoing improvement. Our implementation process is grounded in two core values – building and maintaining our partnerships throughout and beyond the project lifecycle and applying appropriate and rigorous management methods during “solution” refinement, project management, and implementation. Our commitment to partnership goes hand-in-hand with our commitment to engagement success. Our adherence to structured methodologies ensures that every project is conducted within a proven framework that will minimize risk, maximize benefits, and achieve the ‘This relationship is like a marriage, it requires greatest level of quality. that level of commitment and care.’ Strong partnerships produce stronger, better Jim Dougherty, Vice President, Marworth adapted products, and we all benefit from that. Page 24 of 26
  • 25. TIER® Product and Services Overview TIER® Exchange The landscape of Health and Human Services is always shifting, and coping with changes in industry practices, technology, and state and federal regulations can be overwhelming. We have a solution for that.® Once a month, Sequest hosts the TIER® Exchange, a series of forums designed to address the industry and how it’s changing. The TIER® Exchange is a chance for us to bring our knowledge and insight to you – from CCHIT and Meaningful Use to state specific topics and much more – and the Exchange is open to anyone. We also host an annual national users’ TIER® Exchange ® conference in Illinois – the National TIER Exchange – in order to establish interaction between TIER® users from all over the country. Our goal is to create a dialogue, not just between our Exchange presenters and the audience, but between organizations, one that will continue beyond the Exchange. Page 25 of 26
  • 26. CONTACT Sequest 801 Warrenville Rd, Suite 350 Lisle, IL 60532 877-630-TIER (8437) solutions@sequest.net www.sequest.net