australia - health metrics
TRANSCRIPT
Software for Residential Aged Care and Retirement Villages
Australia
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Contents
3 Introducing eCase4 eCase Modules5 eCase CORE17 eCase Customer 360 (CRM)18 eCase Catering19 eCase Analytics (BI)20 eCase Retirement Village 21 eCase Technical22 About Health Metrics
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Introducing eCase®
eCase is an enterprise strength solution for providers of Residential Aged Care and Retirement Villages. The software follows a consumer centric model, focusing on the client’s health and wellbeing.
The software can be run from within cloud infrastructure (SaaS) or as an on-premise application. Third party communication tools or a VPN connection are not mandatory for smooth operation. All that is required is a web browser, allowing access from any device, anytime, anywhere.
eCase is able to be rapidly deployed, and is scalable to operate across any number of beds, without performance deterioration.
With constant innovation behind the software and greater knowledge of the reporting environment and care requirements, eCase provides superior outcomes for carers and consumers as well as providers/owners and families.
eCase has a modern and consistent browser-based user interface where the client is central to all function- ality. In most instances information is found within two mouse clicks.
The interface is intuitive and ‘web-familiar’, making for shorter learning curves and faster deployments. It has predictive text, standardised terms, recognisable icons and symbols, in order to cater for differing levels of literacy and computer knowledge.
Software features include:> CRM> Resident t Management> Alerts> Assessments> Care Plans> Charting> Registers> Progress Notes> Worklogs/workflow> Rostering> Medicare B2B online> ACFI Optimisation> Quality Management> Catering> Business Intelligence> Analytical Reporting> Medication
Management> Single Client Record
Architecture> Secure Community
Engagement> Generic Billing Engine
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eCase®
ModulesThe eCase enterprise solution comprises of a number of modules.
You can select modules according to your organisational requirements, and we can create an integrated package that meets your needs.
eCase is extensible and highly configurable–resulting in less programming, more consultation and configuration for the customer’s individual requirements.
CORE
> Client Management> Alerts & Workflow> Decision Support> Basic Reporting> Extended Reporting> Waitlist> Care Canvas
Medicare On-Line Claiming
e-Quotes &e-Contracts
Quality Management
Extended ACFI Management
- Modelling- Review
- Impact Analysis- Reporting
Generic Billing Engine
Care- Assessments
- Progress Notes- Care Plans & Registers- Work Log & Charting
Business Intelligence (BI)
Applications- Tablets
- Smartphones
Medication Management
Retirement Villages
CRMCustomer 360
Catering
e-Rosters
eCase®
CORE
Client Management
eCase is constantly evolving its product to support providers and to streamline functions with automated processes.
This is highlighted in the eCase admission process. When a potential client is added into the database, (whereby they can either move to a wait list or go directly to admission), staff can commence adding the client information into the system such as care, financial and general documentation. The eCase system can generate e-Quotes and/or e-Contracts at this stage, based on the provider’s requirements.
Admission
The admission page in eCase requires staff to indicate where the client has come from; the wing room and bed details. Once financial information is added,the client agreement
is completed and their status becomes active. The admission transaction will automatically generate numerous activities including B2B transaction to Medicare Australia, creation of ACFI expiry dates, and care tasks in the care work log.
This information can be fully modified and enhanced by adding automated features such as notifying staff to commence Initial Clinical Assessments (ICA) and notification of GP and other persons regarding tasks to be completed. The Care Canvas provides unlimited configurable options.
CORE features include:
Client Management Alerts & Workflow Decision Support Basic Reporting ACFI Reporting Medication Management Care Canvas
New client
Admission
CRMWorkflow dependent on eContract
Medicare online
Care canvas
Finance Integration
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Leisure, Lifestyle & Life History
eCase is a market leader in the provision of Leisure and Lifestyle documentation – which includes a comprehensive suite of assessments, plans, charting and evaluations. The Leisure Assessment and corresponding Care Plan are specifically designed to place Leisure and Lifestyle beyond a purely biomedical paradigm, with the focus on choice and empowerment.
The Leisure and Lifestyle documentation suite also includes Life History and About Me segments which are available on separate easy to access tabs. The Life History is a ‘living document’– with both quantitative and qualitative sections – that can continue to evolve and deepen as relationships develop between staff and client.
The About Me is a simple yet powerful document which is particularly valuable during the initial settling in period as it contains vital information that will assist in providing individualised and personally meaningful relational, emotional and spiritual support.
The entire Leisure and Lifestyle component of eCase was developed with scope to support more consumer-directed service provision – ensuring that your organisation is well placed to adapt to future changes to the industry.
Designed to place Leisure and Lifestyle beyond a purely biomedical paradigm, with the focus on choice and empowerment.
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Increases productivity Automatic transmission of integrated data upon admission
Increases accuracy as the system is fully integrated
Increases efficiency Decreases risk
of error
The eCase Online Claiming Module provides real time online transmission to Medicare in a seemless and efficient manner.
Further care recipient ID’s and ACFI information are available at one’s finger tips, instantly and online.
This module also provides gatekeeper functionality. This enables users to block defined types of transactions for final review prior to transmission to Medicare. This is a workflow dependent option and can prove useful for ACFI transactions.
All eCase transactions with Medicare relevance are seamlessly sent to Medicare. Detailed information regarding the transaction and its processing status are integrated into eCase functionality such as the movement list.
Optionally, customers can set up ‘gate keeper’ functionality that can be used to specifically capture ACFI appraisals (or any other Medicare transaction) for subsequent review.
The eCase Medicare engine eliminates the need for on-line access to Medicare via the government website.
Both Claim and Payment Statements are available through eCase. Claim and Payment reconciliations can be performed via eCase and it also supports the claim finalisation function.
Medicare On-Line Claiming
All eCase transactions with Medicare relevance are seamlessly sent to Medicare.
Point of Care
The Point of Care (POC) page contains all the basic functions that Care Staff or Nurses need in order to provide care for their residents on a daily basis. The POC is configurable and particularly functional when deployed with a touch screen. It is especially easy to use on tablets or smaller devices, allowing data to be entered in real-time at the point of care. This increases accuracy, saves time and most importantly ensures the resident is receiving the care outcomes they require.
Alerts and Workflow
The Alerts functionality is capable of alerting anyone about anything in the eCase database. Operationally, this helps mitigate risk as changes to data of any sort can be instantly turned into notifications (such as email) to nurses, carers, doctors, allied health professionals or family; whether these people are located internally or externally.
In addition to alerts the system can also generate relevant workflows to manage clinical risk as a result of out of range entries.
For example, a Blood Glucose Level out of range can be set up to trigger an email notification. Equally, an email can be sent to a pharmacy to reset the billing status of a resident.
Further, a ‘forced’ alert can be set up for a specific resident or client. For example, ‘prone to wandering’. These types of alerts will ‘pop-up’ every time the relevant resident is accessed and the user will be forced to acknowledge the onscreen alert.
The Point of Care (POC) page contains all the basic functions that Care Staff or Nurses need in order to provide care for their residents on a daily basis.
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e-Quotes and e-Contractscapture specific financialinformation for each client.
eQuote
This provides facilities with the ability to issue a quote to the client’s family of the financial breakdown of how the client will pay for their care and whether they will be a Fully Supported, Partially Supported or Non-Supported client.
eContract
eCase implements the eContract as part of the admission screen so the end user completes the contract when admitting the client. This can ensure that the client’s contract is embedded into the eCase system and readily accessible.
Financial Tab
After admission the financial tab is automatically updated based upon information entered into the client profile. This will reflect if the client is a RAD/RAC, DAP/DAC or Combination paying client.
Capture financial information for each resident
Income and asset calculator
Generate quotes and contracts
Capture financial information, calculate income and assets and generate quotes and contracts
Generic Billing Engine
Generates client specific transactions. Can be configured to an organisation's requirements and creates transactions for frequent charges, additional service fees and exit fees into consumable invoice data to push to the finance system.
e-Quotese-ContractsGeneric Billing Engine
Decision SupportThe Decision Support System (DSS) component is used to deliver targeted and easy to consume management information for managers. The idea of the DSS is to assist managers with decision making without the burden of interacting with the system.
The DSS produces graphical and tabular data for the manager that transforms information into knowledge. The information is specifically aimed at the day to day decision making aged care managers engage in.
Basic ReportingeCase has a reporting suite which is made up of a series of lists and other tabular data sets that any user would expect to see within an enterprise solution. All eCase reports output to either PDF, CSV or Excel.
Report Generator
The Report Generator allows end users the ability to build their own reports from the system. The reports can then be scheduled to be sent to nominated users as required. The Report Generator provides unlimited reporting opportunity using single view options.
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Extended ACFI Management
The eCase extended ACFI module provides the ACFI team with the tools to model, report and analyse all aspects of ACFI.
The modelling option provides the ability to estimate an ACFI score for new admissions, mandatory expiries and return from hospital leave.
This provides the site with potential uplift options for upcoming reviews
The Review function allows the ACFI planner to monitor pending actions and follow up dates for modelled or due appraisals.
The Impact analysis provides a view of the impact of planned uplift against current appraisal value.
Optimise ACFI entitlements Protect your revenue Model ACFI outcomes prior to submission Empower staff with tools to manage revenue Train staff in ACFI Mine for revenue
Extensive reporting is available on increases, new admissions, discharges/departures and more.
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Care Canvas
The eCase Care Canvas enables users to access assessments, charts, care plans, registers, progress notes and work-flows related to one or more clients.
The Care Canvas is structured to enable managers to have full transparency on all aspects of care delivery at any time. This includes access and review of all care documentation, work logs, progress notes and activities.
As the‘beating heart’ of the eCase clinical care system, the Care Canvas by eCase is the only enterprise application on the market capable of driving operations via philosophy and policy.
Assessments
Assessments and care plans form an integral one-to-one relationship within eCase. That is, a user cannot have an assessment without a corresponding care plan. eCase has over 50 different Assessments with the ability to generate new ones as required.
Philosophy
Operationalisation
Policy
Progress Notes
An ‘email like’ interface that is both simple to use and intelligent. The progress note system caters for exception reporting and other events within the day-to-day data capture.
eCase progress notes are 'tagged' which offers system generated workflows, alerts, pre-embeded data and private notes managed under the security module.
Care Plans
Assessments and Care Plans are a holistic output with assessments recording need for care and Care Plans providing relevant interventions to meet the clients care and personal needs. All eCase Care Plans are fully compliant with the new standards.
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Charts
eCase charts provide comprehensive information regarding details of chart requirements, schedule for recording and evidence of chart initiator. Charts also map directly into relevent Care Plans ensuring consistency of data.
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eCase Medication Management mitigates the risks associated with medication administration; eradicating ‘paper-based’ or outdated systems that may lead to incorrect dosing or timing, distraction and signature omissions.
eCase draws upon a database of quality, independent medicine information to provide users with comprehensive drug information including photos, interaction data and alternate therapy data.
Fully integrated with the eCase Single Client Record Architecture (SCRA), all medication management data is available in real time using eCase extensive reporting and alert options.
eCase integrates with many pharmacy packing software products, providing a seamless flow of data from the pharmacy to eCase.
This enables managers and executives to immediately evaluate missed administrative and other mission critical items.
eCase Medication Management provides:
Clear drug image dataAlerts for drug interactions and their severity Integration with resident movements Tracking of all medications in one repositoryImproves efficiency Mitigates compliance risksImproves quality of care
Medication Management
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eCase Quality Management is configurable to specific organisational requirements.
It can assist with requirements and compliance in meeting the Aged Care Quality Standards.
eCase is highly configurable which means that changes to the standards are directly implemented to the system. This module enables the user to run reports and audit the results, from which Continuous Improvement based action plans can be constructed.
Configurable to organisational requirements
Generate reports and audits
Create action plans Demonstrate
compliance
Quality Management
eCase is highly configurable, which means that changes to the standards are future-proofed within the system.
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A true Customer Relationship Management (CRM) system provides a 360 degree profile.
A true Customer Relationship Management (CRM) system is more than a wait-list. It provides a holistic understanding (a 360˚ view) of the prospective consumer of your services.
In an increasingly competitive market, providers need to position themselves to stand out from their competitors. Maintaining occupancy levels that support the financial viability of a facility requires providers to optimise the intake operation, commensurate with the quality and capabilities of the specific sites.
Customer 360
An in-depth understanding of the consumer (a 360˚ profile) provides the vehicle for maximising occupancy and ensuring that the intake processes of your group are sound.
eCase Customer 360 facilitates data driven decision making and intake workflow management which enables optimal fit options with respect to the financial, social, clinical and spiritual needs of potential clients.From the first point of contact, a rules-based configurable task list provides the organisation
with sets of activities that need to be performed as part of the intake operation.
Managing the intake/sales process with high integrity task-based information is crucial for maximising input and having analysis for lost opportunities.
There is significant functionality available to the user once a client is added to eCase Customer 360. These include a clinical profile, demographic profiling, ACFI modelling, interim care planning, progress notes and associated workflows, eQuotes and eContracts.
All of these options provide the tools for the user to begin to create a detailed profile for the client.
Once a client is admitted as a resident, all of the CRM history remains under the resident profile for future analysis, reporting and review.
Extensive reporting (standard and Business Intelligence) options allows the provider to make informed decisions about the sales cycle and management of targeted sales campaigns.
> Lead management> Tour bookings> Configured task
management> Bookings for functions> Capture customer
preferences> Understand what
advertising is working> A pre-admission view
of the care cost> Management of
referrers> Easy management of
staff assigned leads
eCase®
CRM
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eCase Catering provides complete dietary and menu management for providers and clients.
eCase Catering provides complete dietary and menu management for providers and clients.
The system provides the ability to accurately cost procurement, manage menus and report on nutritional values.
It allows for the creation of rotating menus, either seasonal,weekly or ongoing, based on an organisation’s requirements.
eCase Catering is deeply integrated with all the existing aspects of the eCase Clinical modules and is fully integrated with Resident Dietary Profiles.
Catering
Ingredient pricing Cultural & allergy alerts
Meal temperature & texture preferences
Nutrient & calorie data
Cutlery & crockery preferences
Enforced checking
The integration pointsinclude but are not limited to, general dietary requirements,movement, allergies, texture, likes and dislikes, diagnoses and personalised equipment needs.
Further, the catering moduleensures the safe delivery of food services for residents whilstalso providing choice and preference for meals.
eCase®
Catering
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Integrates tightly within eCase
Allows for easy reporting of KPIs
Powerful Executive tool
Data sets are already set up for aged care
Data can be extracted from multiple systems for dynamic data reports
Business Intelligence
The Business Intelligence (BI) module is an executive tool set designed to retrieve, analyse and report on key industry metrics as well as any other information requirements of our customers. It is specifically engineered to provide business insights for aged care leaders and workers via data science techniques.
eCase BI is heterogeneous.That is, data can be extracted, translated and loaded (ETL) from a variety of data sources. Once warehoused, analyticscan be applied to the datasets which are then in turnoutputted to dashboardinterfaces.
eCase Business Intelligence provides insights for leaders and staff - powered by eCase Data Science technology.
eCase®
Analytics
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eCase®
Retirement Village
In an era where under-standing the consumer is critical, providers of Retirement Villages require a complete software system that manages clients, care and business operations.
eCase Retirement Village Software has been designed with a CRM and admission system to ensure operators can maximize the occupancy of their villages. The software manages entry fees, Deferred Management Fees and exit fees, allowing oversight of maintenance and operating costs of multiple properties within a retirement village.
With a detailed asset registry, eCase provides calculation of ongoing costs and depreciating assets.
As residents of Retirement Villages may require to spend short times in Residential Aged Care facilities, eCase allows for dual and triple status clients, and has a Single Client Record Architecture that integrates across all modes of care, or can integrate with other software programs if required.
eCase can support a client that is in a Retirement Village, receiving Home Care services, with movements in and out of Respite within a Residential Aged Care facility.
Optional care components can provide operators with clinical tracking and medication management (amongst other things).
Manage potential and existing clients
Generate quotes and contracts
Manage DMF and other fees/charges
Business intelligence dashboards and reporting
Integrated (optional) care modules
Home Care integration
The eCase Home Care system integrates with our Retirement Village software
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eCase®
Technical
Cloud Deployment
With no upfront fees and no additional I.T. infrastructure, Health Metrics delivers state of the art software through seamless cloud technology. The cloud feature provides better access to critical business data and makes it affordable to use an intelligent clinical system, whatever the size of the organisation.
Cloud Ready
eCase has been built (ground-up) for the cloud. In the coming years, more and more Small to Medium Enterprises will move toward cloud based applications and infrastructureeCase is already positioned for cloud based architecture and at present Health Metrics has hundreds of concurrent users accessing eCase over the cloud.
Cloud Computing Model
Inside theData Centre
Secure Connections
Firewall
www
Firewall
Internal orExternal Host
eCase User
eCase can be deployed ‘on premise’, in the Health Metrics cloud (SaaS) or alternatively in the customer’s own cloud infrastructure.
Having an architecture that already supports a cloud computing model, eCase ‘future proofs’ the customer’s investment.
eCase is an ultra thin, web based architecture. The application consists of PHP, Flash, Java Script and Ajax for the presentation layer and it uses MS-SQL Server as its persistent storage layer.
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About Health Metrics
Backed by founders with extensive backgrounds in Technology and Health Care, eCase™ is fast becoming the number one choice in a software solution across Australia and New Zealand.
Health Metrics partners with clients to ensure ongoing high levels of client satisfaction. With dedicated account management, clients using eCase also have access to a 24/7 help desk.
Health Metrics’ holds an annual industry conference for clients, as well as ongoing training sessions, to ensure staff get the most out of eCase.
Health Metrics also offers advisory and consulting services via the Health Metrics Advisory Team (HAT). Highly skilled and experienced consultants provide our clients with the most up to date, best practice and legislative information to
improve the efficiency, e ectiveness and compliance of operations. The HAT team specialise in Revenue Protections, Quality, Technology and Business Intelligence to name a few.
Established in 2008, Health Metrics is a leading provider of software solutions to the health and aged care sector. Health Metrics’ enterprise software solution, eCase, supports the functions of Residential Aged Care (RAC), Home Care (HC), Disability and the Acute sector, for customers of any size.
Intelligent Solutions for Health & Wellbeing
MelbourneSuite 202, Level 212 Corporate DriveHeatherton VIC 3202
Freecall 1800 810 [email protected]
International Offices
London100 Pall Mall St James, London SW1Y5NQTel: +44 0207 321 2707
AucklandLevel 33, ANZ Center23-29 Albert Street, Auckland 1010Tel: +64 9 985 5694