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Automated, Standardized Reporting of
Patient Safety and Quality Measures to
  Enable Faster Action and Time to
             Improvement
              August 2nd, 2012
Today’s Presenters
    ‣ Ryan Hayden
        Healthcare Principal
        315-380-0672
        rhayden@edgewater.com


    ‣ Neil Ravitz
        Chief Operating Officer (COO)
        for the Chief Medical Officer (CMO)
        Neil.ravitz@uphs.upenn.edu




2
Agenda
    â–ş   University of Pennsylvania Health System (UPHS) Overview
    â–ş   Edgewater Corporate Overview
    â–ş   Objectives for Patient Safety and Quality Dashboard Project
    ►   Case in Point –
         – Project Overview
         – Brief Technical Description
         – Primary Business Benefits
    â–ş   Dashboard and Report Live Demonstration
    â–ş   Ongoing Learning and Development
    â–ş   Appendix: Technical Description of Solution & Architecture




3
Edgewater Corporate Overview
Consulting firm that brings a blend of advisory services and product-based
technology solutions to assist our clients with improving profitability, driving
performance improvements, and accelerating growth

â–ş   Founded in 1992
â–ş   Focus on upper-middle and global 2000 markets
â–ş   420+ employees
â–ş   800+ clients
â–ş   3,100+ projects completed to date
â–ş   95% client retention rate
â–ş   Large North American footprint
    – New UK presence
â–ş   Publicly traded (NASDAQ: EDGW)
    – Public in 2002
â–ş   Co-founders still with the Company


4
Summary of Edgewater’s Healthcare Practice
                          BI & Technology Experience
                        • EDW/BI Strategies & Roadmaps
      Sample Clients    • Data Quality, Architecture
                        • Data Governance
                        • Tool Evaluation & Selection
                        • Data Marts/EDW Implementation
                        • Reporting, Dashboards, & Analytics
                          Implementation and Planning


                         Functional Experience
                        • Quality of Care, Patient Safety
                        • Surgical Analytics
                        • Service Line Analytics
                        • Utilization & Cost
                        • Patient Panel and Physician Relationships
                        • CRM in Healthcare
                        • Finance Budgeting, and Strategic Planning


5
Penn Medicine Overview
    â–ş   Perelman School of Medicine and The University of Pennsylvania
        Health System
    â–ş   Comprised of three hospitals with more than 1,700 beds
    â–ş   More than 78,000 admissions per year
    â–ş   More than 2 million outpatient visits
    â–ş   More than 2,200 physicians and more than 21,000 employees
    ►   HUP – USNWR Honor roll hospital
    â–ş   Located in the heart of Philadelphia!




6
Patient Safety and Quality
 Integrated Data Solution
Penn Medicine
                     Blueprint for Quality and Patient Safety
Penn Medicine will eliminate preventable deaths and preventable 30-day readmissions by
July 1, 2014
Imperatives                  Priority Actions
                              “Always” events - strive to provide perfect care
Accountability For Perfect
                              Implement clear lines of accountability that span inpatient and
Care
                              ambulatory environments
                              Provide consistent and thorough communication with families & patient
                              regarding plan of care
                              Increase patient and family involvement in UPHS forums that address
Patient and
                              issues relevant to quality, safety and service excellence
Family-Centered Care
                               Enhance patient-provider partnership through better exchange of
                              information


                              Ensure all UBCLs implement redesign care processes related to:

Transitions In Care /           – Risk stratification
Coordination Of Care            – Interdisciplinary rounding
                                – Discharge hand-off to outpatient care

                              Eliminate variations in care processes where evidence exists
                              Balance conformity in practice with needs for personalized care
Reducing Unnecessary
Variations In Care            Set goals that are positive and proactive



                              Strengthen organizational capacity and capability for continuous
Provider Engagement,          improvement
Leadership, And Advocacy      Increase involvement of house staff in quality, safety and service
                              excellence efforts


8
Three-Way Partnership is Penn’s “Swiss Army
Knife” for Managing Quality on the Hospital Units
    Three-Way Partnership       We needed a
    on the Hospital Units       multi-purpose
                                solution on the
                                units to handle
                                almost any Quality
                                problem.




                                    “   This isn’t a project, it’s a
                                        way of doing things. You
                                        can bolt different
                                        strategies onto it.
     We call these trios
     “UBCLs,” for “Unit Based            —UPHS CFO
                                                                  ”
     Clinical Leadership.”

9
Vision: Advanced Analytics for Quality Data
                                                                                                - Coordination of Care
                                                                                                - ALOS
                          Highly Aggregated/                                                    - Quality Compliance
                               C-Level
                           • Alignment with Quality Blue Print objects
                           • Improve resource utilization; patient satisfaction
                                                                                                         - Core Measures
                           • Align quality improvement / PI with industry reform                              - HCAHPS
                                                                                                              - HAI’s
                                                                                                              - QI / PI
          Executive             CEQI, Quality Department
            User                           • Reduce costs by automating report development
                                           • Improve compliance with regulatory mandates
                                           • Targeted education for units / clinicians underperforming
        Functional User


         Power User                                  Analyst/Informaticist
                                                        • Analytic & reporting tools
                                                                                                         - SCIP, PN, AMI
                                                        • Report development and distribution
                                                                                                         - Falls
                                                        • Monitor data quality; standardize vocab.       - Satisfaction
                                                                                                         - Events, Errors

The Right Information. To the Right People. At the Right Time.
10
Enterprise Objective: Work Smarter
                                                    Decision Making & &
                                                       Decision Making
                               Analyze                     Action
                                                           Action
                                                                            Decision Making &
                             Information
                                                                                 Action


                               Where                                            Where
                                We                                              We’re
     % % Time Spent




                                WERE                                            GOING
       Time Spent




                                                         Analyze
                                                          Analyze
                                                        Information
                                                         Information


                            Collect Data
                                                                               Analyze
                                                                                Analyze
                                                                             Information
                                                                               Information




                                                       Collect Data
                                                         Collect Data       Collect Data
                                                                             Collect Data



                        Basic / Classic Reporting                         BI & Analytic Tools

                      Less Mature                                                More Mature

11
Organizational Deployment:
  Communication & Execution
                             Change
                              Mgmt                                                                                       Provide Support &
              Process                       Project Mgmt                                                                      Analysis
              Change                                                                Steering Committee
                                                                 Identify
                                                                                       Establish / Update                                      Alerts &
                                                                                           Priorities                                         Dashboards
                         Entities Analysts
                                                       Justify               Implement                          Patient Safety & Quality
                          PI Champions
                                                                   PI                                                   Analysts
          Identify
                                                        Design              Pilot
                                                                                                                                             Standard
Justify              Implement                                                                                                               Reports
           PI

 Design          Pilot                                                                    Local Response
                                                                                          to Q&S Metrics                                        Data Mart


                                                                                                                                           PS&Q Analytics
           UBCL                                                                                                                              Data Mart


                                           Identify
                                                                                                                       IT / EDW Support
                                                                                    Surgeons          Nursing
                                 Justify               Implement
                                                                                                                      Safety & Quality
                                                                                                                      Data Collection
                                             PI
                                 Design               Pilot
  Implement &                                                                       Physicians                                               Capture &
    Improve                                                                                                                                   Analyze
                                                                                        Clinical Care
  12
Health System Dashboard




     Health System Dashboard is where Penn Medicine Team Goals are highlighted on the front
     page and performance against those goals are depicted in Green / Yellow / Red

13
Dashboard Tabs




                                      With more timely data, metrics will
     Patient level detail available     update throughout the month

14
Spark Line View of Data




 Spark Line: presents users with a more advanced view of metrics in a condensed space.
 This view provides the Start Point, Low Point, High Point, and directional arrow based on a three
 month average. It is an efficient way to view and compare trends of several metrics at one time.

15
Reporting Template




                                                             Patient level detail available
Reports allow the user to select measures by Entity, Unit,
Department and Service according to a desired date range
 16
Built In Graphing Capability




 Trending graphs default to Statistical Process Control (SPC) charts to help promote the
  process improvement techniques that are being taught throughout the organization

17
Project Statistics

â–ş    Requirements gathering and build approximately 6 months
â–ş    136 Quality Metrics from various existing sources:
     –   Mortality (8)
     –   Transitions / Readmissions (8)
     –   Patient Safety Indicators (18)
     –   Healthcare Acquired Infections (8)
     –   Core Measures (57)
     –   HCAHPS Patient Satisfaction (31)
     –   VTE/DVT/PE (6)
â–ş    Two (2) dashboards and nine (9) reports
â–ş    More than 350 users across the Health System


18
Next Frontier

â–ş    Benchmarking data (in process)
â–ş    ICU specific measures (in process)
â–ş    Outpatient data mart (start Q3 2012)
â–ş    Merging data from different BusinessObjects universes
     (2013)
     – Finance and Quality
     – Inpatient to Outpatient
     – Executive View




19
Discussion



                     Questions?


                                                 Thank You!




     Download a copy of this presentation here


20
APPENDIX

Technical Description of
Solution & Architecture
Technical Description
â–ş    The Database and Platform
      – Oracle 11g running on Linux
      – Three separate instances: Development, QA, and Production
â–ş    The ETL (Extract, Transform, Load) tools
      – IBM InfoSphere (an integrated solution)
          • IBM Data Stage, Quality Stage, Information Analyzer, and FastTrack
      – Two separate instances: Development and Production
â–ş    Business Intelligence Solution
      – BusinessObjects and Xcelsius
      – Three separate instances: Development, QA, and Production
â–ş    Issue Tracking solution
      – Microsoft SharePoint custom developed issue tracking site




22
Data Flow & Architecture
     Source             Enterprise
                                           Additional Sources not part of
                         Clinical
     Systems                                   the PDS architecture
                        Repository
     HDM HUP
                                                Press       AHRQ
     HDM PMC                                    Ganey       UHC
      ClinTrac




                                                      ETL
                          Penn
      TheraDoc                                 Transformation                Quality
                  ETL     Data       ETL                           ETL
                          Store                     Layer                   Data Mart
      Sunrise

        EPIC

      Cardiac
      Surgery

     MedView

     Cerner Lab

23

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Automated Patient Safety and Quality Reporting

  • 1. Automated, Standardized Reporting of Patient Safety and Quality Measures to Enable Faster Action and Time to Improvement August 2nd, 2012
  • 2. Today’s Presenters ‣ Ryan Hayden Healthcare Principal 315-380-0672 rhayden@edgewater.com ‣ Neil Ravitz Chief Operating Officer (COO) for the Chief Medical Officer (CMO) Neil.ravitz@uphs.upenn.edu 2
  • 3. Agenda â–ş University of Pennsylvania Health System (UPHS) Overview â–ş Edgewater Corporate Overview â–ş Objectives for Patient Safety and Quality Dashboard Project â–ş Case in Point – – Project Overview – Brief Technical Description – Primary Business Benefits â–ş Dashboard and Report Live Demonstration â–ş Ongoing Learning and Development â–ş Appendix: Technical Description of Solution & Architecture 3
  • 4. Edgewater Corporate Overview Consulting firm that brings a blend of advisory services and product-based technology solutions to assist our clients with improving profitability, driving performance improvements, and accelerating growth â–ş Founded in 1992 â–ş Focus on upper-middle and global 2000 markets â–ş 420+ employees â–ş 800+ clients â–ş 3,100+ projects completed to date â–ş 95% client retention rate â–ş Large North American footprint – New UK presence â–ş Publicly traded (NASDAQ: EDGW) – Public in 2002 â–ş Co-founders still with the Company 4
  • 5. Summary of Edgewater’s Healthcare Practice BI & Technology Experience • EDW/BI Strategies & Roadmaps Sample Clients • Data Quality, Architecture • Data Governance • Tool Evaluation & Selection • Data Marts/EDW Implementation • Reporting, Dashboards, & Analytics Implementation and Planning Functional Experience • Quality of Care, Patient Safety • Surgical Analytics • Service Line Analytics • Utilization & Cost • Patient Panel and Physician Relationships • CRM in Healthcare • Finance Budgeting, and Strategic Planning 5
  • 6. Penn Medicine Overview â–ş Perelman School of Medicine and The University of Pennsylvania Health System â–ş Comprised of three hospitals with more than 1,700 beds â–ş More than 78,000 admissions per year â–ş More than 2 million outpatient visits â–ş More than 2,200 physicians and more than 21,000 employees â–ş HUP – USNWR Honor roll hospital â–ş Located in the heart of Philadelphia! 6
  • 7. Patient Safety and Quality Integrated Data Solution
  • 8. Penn Medicine Blueprint for Quality and Patient Safety Penn Medicine will eliminate preventable deaths and preventable 30-day readmissions by July 1, 2014 Imperatives Priority Actions “Always” events - strive to provide perfect care Accountability For Perfect Implement clear lines of accountability that span inpatient and Care ambulatory environments Provide consistent and thorough communication with families & patient regarding plan of care Increase patient and family involvement in UPHS forums that address Patient and issues relevant to quality, safety and service excellence Family-Centered Care Enhance patient-provider partnership through better exchange of information Ensure all UBCLs implement redesign care processes related to: Transitions In Care / – Risk stratification Coordination Of Care – Interdisciplinary rounding – Discharge hand-off to outpatient care Eliminate variations in care processes where evidence exists Balance conformity in practice with needs for personalized care Reducing Unnecessary Variations In Care Set goals that are positive and proactive Strengthen organizational capacity and capability for continuous Provider Engagement, improvement Leadership, And Advocacy Increase involvement of house staff in quality, safety and service excellence efforts 8
  • 9. Three-Way Partnership is Penn’s “Swiss Army Knife” for Managing Quality on the Hospital Units Three-Way Partnership We needed a on the Hospital Units multi-purpose solution on the units to handle almost any Quality problem. “ This isn’t a project, it’s a way of doing things. You can bolt different strategies onto it. We call these trios “UBCLs,” for “Unit Based —UPHS CFO ” Clinical Leadership.” 9
  • 10. Vision: Advanced Analytics for Quality Data - Coordination of Care - ALOS Highly Aggregated/ - Quality Compliance C-Level • Alignment with Quality Blue Print objects • Improve resource utilization; patient satisfaction - Core Measures • Align quality improvement / PI with industry reform - HCAHPS - HAI’s - QI / PI Executive CEQI, Quality Department User • Reduce costs by automating report development • Improve compliance with regulatory mandates • Targeted education for units / clinicians underperforming Functional User Power User Analyst/Informaticist • Analytic & reporting tools - SCIP, PN, AMI • Report development and distribution - Falls • Monitor data quality; standardize vocab. - Satisfaction - Events, Errors The Right Information. To the Right People. At the Right Time. 10
  • 11. Enterprise Objective: Work Smarter Decision Making & & Decision Making Analyze Action Action Decision Making & Information Action Where Where We We’re % % Time Spent WERE GOING Time Spent Analyze Analyze Information Information Collect Data Analyze Analyze Information Information Collect Data Collect Data Collect Data Collect Data Basic / Classic Reporting BI & Analytic Tools Less Mature More Mature 11
  • 12. Organizational Deployment: Communication & Execution Change Mgmt Provide Support & Process Project Mgmt Analysis Change Steering Committee Identify Establish / Update Alerts & Priorities Dashboards Entities Analysts Justify Implement Patient Safety & Quality PI Champions PI Analysts Identify Design Pilot Standard Justify Implement Reports PI Design Pilot Local Response to Q&S Metrics Data Mart PS&Q Analytics UBCL Data Mart Identify IT / EDW Support Surgeons Nursing Justify Implement Safety & Quality Data Collection PI Design Pilot Implement & Physicians Capture & Improve Analyze Clinical Care 12
  • 13. Health System Dashboard Health System Dashboard is where Penn Medicine Team Goals are highlighted on the front page and performance against those goals are depicted in Green / Yellow / Red 13
  • 14. Dashboard Tabs With more timely data, metrics will Patient level detail available update throughout the month 14
  • 15. Spark Line View of Data Spark Line: presents users with a more advanced view of metrics in a condensed space. This view provides the Start Point, Low Point, High Point, and directional arrow based on a three month average. It is an efficient way to view and compare trends of several metrics at one time. 15
  • 16. Reporting Template Patient level detail available Reports allow the user to select measures by Entity, Unit, Department and Service according to a desired date range 16
  • 17. Built In Graphing Capability Trending graphs default to Statistical Process Control (SPC) charts to help promote the process improvement techniques that are being taught throughout the organization 17
  • 18. Project Statistics â–ş Requirements gathering and build approximately 6 months â–ş 136 Quality Metrics from various existing sources: – Mortality (8) – Transitions / Readmissions (8) – Patient Safety Indicators (18) – Healthcare Acquired Infections (8) – Core Measures (57) – HCAHPS Patient Satisfaction (31) – VTE/DVT/PE (6) â–ş Two (2) dashboards and nine (9) reports â–ş More than 350 users across the Health System 18
  • 19. Next Frontier â–ş Benchmarking data (in process) â–ş ICU specific measures (in process) â–ş Outpatient data mart (start Q3 2012) â–ş Merging data from different BusinessObjects universes (2013) – Finance and Quality – Inpatient to Outpatient – Executive View 19
  • 20. Discussion Questions? Thank You! Download a copy of this presentation here 20
  • 22. Technical Description â–ş The Database and Platform – Oracle 11g running on Linux – Three separate instances: Development, QA, and Production â–ş The ETL (Extract, Transform, Load) tools – IBM InfoSphere (an integrated solution) • IBM Data Stage, Quality Stage, Information Analyzer, and FastTrack – Two separate instances: Development and Production â–ş Business Intelligence Solution – BusinessObjects and Xcelsius – Three separate instances: Development, QA, and Production â–ş Issue Tracking solution – Microsoft SharePoint custom developed issue tracking site 22
  • 23. Data Flow & Architecture Source Enterprise Additional Sources not part of Clinical Systems the PDS architecture Repository HDM HUP Press AHRQ HDM PMC Ganey UHC ClinTrac ETL Penn TheraDoc Transformation Quality ETL Data ETL ETL Store Layer Data Mart Sunrise EPIC Cardiac Surgery MedView Cerner Lab 23