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How to Design a Consumer Strategy That's Right for Your Organization Sanjay Shah, Director of Strategic Innovation, Dignity Health Royal Tuthill, CSO & Co-Founder, Docent Health

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Page 1: How to Design a Consumer Strategy That's Right for Your ...norcal.himsschapter.org/sites/himsschapter/files... · 0% Share of Care 100% Share of Care 40 - 60% Capture Today Maternity

How to Design a Consumer Strategy That's Right for Your Organization  Sanjay Shah, Director of Strategic Innovation, Dignity HealthRoyal Tuthill, CSO & Co-Founder, Docent Health

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“It’s human nature for people to take precisely as much interest in you as they believe you’re taking in them. There is no stronger way to build relationships than taking a genuine interest in other human beings and allowing them to share their stories.” – Danny Meyer, Union Square Hospitality Group

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Partnership with Docent Health

APromise

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Aligned strategic vision…

1 Design patient journeys to customize experience • Understand and capture what

matters most to each patient

• Use experience-critical information to trigger customized service

Deliver services to keep patients on the best journey • Conduct leveraged service

touches for each journey

• Deploy trained human capital to enhance experience

2

Optimize journey management and build in learnings • Measure and course-correct

around drivers of loyalty • Align governance for

experience accountability

3

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Business opportunity…

AWARENESS

INTEREST

INTENT

PURCHASE

ENGAGEMENT

LOYALTY

BRAND PROMOTION

AWARENESS

INTEREST

Docent Health Focus

Targeted Demand Generation Support

•  To deliver engaging and memorable experiences

•  That create brand loyalty for future healthcare

purchasing journeys

•  And encourage brand promotion within that

patient’s personal network

Growth, through experiences …

83%of consumers highlight their past experience at

a hospital as an influencing factor in deciding to return1

>2xgrowth rate of NPS leaders

compared to other companies according to Bain study2

1)  “The Business Case for Patient Experience,” Advisory Board Company 2)  “How the Net Promoter Score Relates to Growth,” Bain & Company

Loyalty and promotion drive growth…

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Determine the value of your customers…

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Mother’s Promotion Value(New customer acquisition)

$600,000

Mother’s Loyalty Value(Retention)

$250,000

Patient Value Expands Beyond an Event

0% Share of Care

100% Share of Care

40 - 60% Capture Today

Maternity Event (Revenue per journey)

$10,000

Total CLV opportunity ~$860,000

1)  “Future Trends in Women’s and Children’s Health Business Development,” Vicki Lucas LLC 2)  “The Business Case for Patient Experience,” Advisory Board Company 3)  “Management Lessons From Mayo Clinic,” Mayo Clinic

Establish a starting point…

name: Amanda age: 34 segment: First-Time Mother

MEET AMANDA! Amanda lives in the North Point neighborhood and is a lifelong native of the area. Engage in her community. She and her husband Thomas have decided to start a family, and they are now expecting their first child! If things go well, she’s always wanted three kids close in age. Amanda maintains a healthy lifestyle and is an avid user of mobile technology.

MATERNITY

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Conduct human-centered research & design…

In-Ecosystem Interviewing

End-to-End Journey

Assessment

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HUMANLENS

CLINICALLENS

CUSTOMERLENS

Three Crucial Lenses

Knowing personal needs and preferences helps better serve the unique individuals of the communities you care for

Clinical needs and care models steer health system clinical goals for patients – customer experiences adapt to the variations in the clinical care pathway

With limited resources, a customer lens can help health systems prioritize strategic investments

•  Demographics •  Healthcare “readiness” factors •  Lifestyle & values •  Personality & preferences

•  Disease State / Diagnosis •  High-risk vs. low-risk •  Care model: FFS or ACO

•  Net Promoter Score (NPS) •  Relative life time value •  Primary vs Secondary market

Know your priorities and constraints…

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Design the experience …

12-16 weeks(after 12 week OB visit)

16-24 weeks 35 weeks

DOCENT HEALTH VIRTUAL SUPPORT

DOCENT HEALTH TEXT/EMAIL

SERVICE DESIGN COMPONENTS

Docent makes intro call to welcome mom, explain program benefits, and learn about mom as a customer

After call, Docent sends automated text/email mom to confirm enrollment and offer additional contact OR “Love Letter”

HOSPITAL PCT / SERVICE STAFF

1

WARM WELCOME MANAGE EXPECTATIONS

Docent makes check-in call to gather preferences, direct to hospital resources, answer questions (hospital choice, insurance)

2

Docent sends automated links to Intermountain Women and Newborn Services site and to Financial Assistance site

Docent sends reminder to find pediatrician and, if needed, offers options

Docent sends reminder to pre-register, links to virtual hospital tour, and FAQs on scheduling (e.g. C section)

(If applicable) If mom sent home after triage, Docent makes follow-up triage call to gauge sentiment and reiterate messages

~40 weeks

COORDINATE PREFERENCES

During Admissions and Labor & Delivery24 weeks

Increase Peds retentionSYSTEM VALUE Increase pre-

registrationReduce staff burden on non-

clinical questionsReduce triage

assessment timesReduce burden of rescheduling

Increase patient engagement

CX VALUE

Docent technology pre-populates EHR Birth Plan; during clinical huddles mother’s preferences shared with L&D staff

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Service Delight: Love Letter

Patient Engagement

Retention

New Patient Acquisition

PRE-HOSPITAL

#1: Warm Welcome

Business Drivers:

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Service Delight: Photos at the Car & Car Seat Install

Patient Engagement

Retention

New Patient Acquisition

#5: FOND FAREWELL

Business Drivers:

* https://www.helpscout.net/blog/the-1-thing-that-creates-loyal-customers/

The #1 way to create loyalty is Reciprocity. And the most important facet for creating true

reciprocity is to demonstrate it on an individualized basis.

DISCHARGE

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Find and Fix Experience Gaps Hardwire the Journey Take a Patient-Eye View

Determine capabilities required…

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Determine staffing model required…

Data-driven insights

Docent-guided journeys &

The Docent Liaison •  Supporting the longitudinal patient journey •  Managing data-driven interactions •  Capturing new customer insights •  Ensuring consistency throughout •  Personalizing each interaction •  Building relationships

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Establish objective measures of success…

Value Based Reimbursement

Staff Productivity & Engagement

ROI m

odel

A

dditi

onal

fact

ors Clinical Outcomes

Patient Engagement

Other Areas of Value

LEADING INDICATORS VALUE DRIVERS

•  Qualitative feedback •  HCAHPS

•  BonusPaymentsfromvalue-basedcontracts(HCAHPSdollars)

•  Hospital staff feedback survey •  Staff extension activities & time

•  StaffretenAon•  Staffefficiencies/Nursingcosts

•  Qualitative feedback •  Prenatal class attendance

•  NICU•  Readmission•  BreasJeedingrates

•  Pre-registration •  Digital engagement

•  PublishedpaAenttesAmonials•  Surveyresponserates

•  Employer programs •  Physician partnerships

•  EmployercustomerretenAon&volume•  PhysicianLoyalists

New Patient Acquisition

Retention

•  Qualitative feedback •  NPS score

•  NewmaternitypaAents•  Marketshare

•  Qualitative feedback •  NPS score

•  PediatricsretenAon•  RepeatmaternitypaAents•  Volume/revenuefromfutureservices

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APromise