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· Executive Summary

· Summary of Recommendation

With the vision of Panther Memorial Hospital in mind and their patients’ ease of accessibility to their health plans we recommend the development and implementation of a patient portal system constructed through the organization’s internal resources. From our feasibility matrix we found that weighted score of an internally created patient portal is higher than a commercial bought one; 89.25 vs 63.75. Per the finance department, this patient portal system is projected to yield a positive return of $400,000 annually over a 10 year lifespan with a payback of 4 years. There will be considerable savings in administrative costs, office supplies, and employee wages due to less paperwork and less face-to-face interaction at the hospital’s office; savings are projected to be 50%. Not only does Panther Memorial Hospital save in cost of operations but their quality of care is also improved for their patients through faster and more efficient management of care. The most positive outcome of this patient portal is the improvement of care and satisfaction for the patients, increase revenue, and a decrease in administrative cost.

· Summary of Problems, Opportunities, and Directives

The problems associated with patient to healthcare provider and patient to hospital hinders the fluidity of care for the patient. Paying medical bills through mail slows the collection of service render for the organization and may also cause problems if lost through the mailing process. Getting in touch with your primary care doctor when questions and concerns arise will have to go through a hospital operator lowering quality of care. Scheduling appointment will have to been done through office visits or by phone which problems may arise through miscommunication between patient and loss of written appointment dates. To view the results to tests, examinations, and procedures are limited to request and face-to-face communication with a healthcare provider. Refilling prescriptions is to slow due to the process of going to the hospital and having the provider write out another prescription. Personal insurance updates and adjust are slow and hinder due to the process of changing it at the administrative desk or through the hospital operator. Personal reminder are to slow through mail and phone which could get lost or missed. Registration and patient history are hard to obtain and may cause confusion for the patient of their plan of care. With all of these problems associated with patient to provider and patient to hospital there are opportunities for improvement through the creation of a patient portal system. The patient portal system will be a web-based applications that enables patients to access important information, conduct transactions of payment, and communicate with healthcare providers.

· Brief Statement of System Improvement Objectives

We established that some of our system objectives would be decreasing the time required for physicians to explain results by 30%, decreasing by 15% the time a patient waits in line for their prescriptions, and increasing phone/tablet use to access portal by 35%. The system constraints we would face would be not accepting cash or checks, there would be a decrease in personal communication with patients, and no exceptions for our patients in booking appointments.

· Brief Explanation of Report Contents

· Final Conclusion

After research we find it a must for Panther Memorial to implement a patient portal system. This system will allow patients to have an interactive role in their care and partake in preventative medicine, which will increase overall wellness of patients and decrease unnecessary costs for all parties involved. To add to these savings, Panther Memorial will also receive a 12.27% return on investment annually. If Panther Memorial does not implement this service, we are only doing ourselves a disservice. We hope you take serious consideration to the benefits this project will have to our organization.

· Patient Portal Project Charter

· Introduction

While Panther Memorial has implemented an electronic medical record (EMR), our patients have never been provided with a patient portal. Patient portals are web-based applications that enable patients to access information, conduct transactions such as registration and payments, and communicate with their caregivers. This project will determine the most appropriate action regarding the implementation of a patient portal at Panther Memorial Hospital.

· Vision

With the implementation of an EMR, Panther Memorial now has the capability to provide patients with access to their information such (i.e. lab results), to reengineer clinical and business processes under a patient self-service model (i.e. registration), and provide another avenue for communication with patients (i.e. secure patient/physician inbox). The vision is to create a patient portal that will become the cornerstone of any significant online activity with our patients.

· Objectives

The objectives of the project are:

· Provide major segments of portal functionality such as accessing personal medical information, collecting payments, and enabling patient/physician communication.

· Enhance customer service to our patients.

· Deliver relevant personal health information via secure methods

· Enhance patient or family member’s experience with their encounter

· Enhance and improve overall patient safety and quality of care.

· Provide information access, transparency, portability

· Enhance the Panther Memorial brand

· Support our image as a leading health care provider

· Provide a consistent “look & feel” with our existing hospital web site

· Support patient portal access on mobile devices, such as smart phones and tablets.

· Ensure that the portal supports social media elements such video, chat, communities, patient groups, etc.

· Ensure that the portal architecture includes the security and access controls to protect against unauthorized access and supports HIPAA, PHI, and IT security requirements.

· Scope

The scope of this project includes all online patient activities and interactions. This project will not examine any needs of the employee for an employee self-service portal or intranet. Additionally, the project will not include a redesign of the hospital’s public website other than modifications needed for integration with a patient portal solution.

· Constraints

The project is constrained by the following:

· The solution must integrate with our current EMR system.

· The capital budget for this initiative is $2m.

· The proposed solution should support a wide range of web browsers and mobile devices.

· The proposed solution must fit our overall technical architecture and infrastructure standards.

· Assumptions

The following assumptions have been made:

· The portal will provide a single vehicle for access various information and processes within our hospital.

· The portal will have a quality “look and feel” consistent with other high end internet web sites.

· The portal will provide non-IT staff with self-service capabilities to manage web pages.

· Deliverables

The project team will deliver a system proposal. The system proposal shall include an executive summary, this charter, system improvement objectives, business requirements including 10 use cases (diagram & narrative) and related activity diagrams, candidate/feasibility system matrix, and final recommendation.

Each use cases will document the requirements for different segments of functionality and will not repeat a similar scenario. For instance if scheduling an appointment is documented, then cancelling an appointment will not be submitted as another use case. Instead the project team will choose another major feature area to document such as viewing lab results. For each of the 10 use cases, an activity diagram will also be constructed and submitted.

· Reporting & Project Team

A system proposal for a patient portal will be delivered to the executive sponsor, Dale Steber, via the D2L dropbox. Any clarification or questions regarding this project will be submitted to the executive sponsor.

Each of the project teams will consist of 5 members (1 team will have 6) with one member designated as the project lead. Project team rosters will be submitted by February 26th.

· Schedule

The results of this analysis and a formal presentation will be submitted on May 7th. The presentation will be a maximum of 15 minutes long with additional time for questions and answers immediately following. Peer evaluations are due May 14th.

· Electronic Packaging

Each group will submit to one team member’s dropbox:

· A Word document containing the executive summary, charter, system improvement objectives, 8 use case narratives, feasibility matrix, and final recommendation.

· One or more Visio documents containing the use case diagram and the 8 activity diagrams.

· Print Packaging

Each team will provide one print copy of their work at the beginning of class on the day it is due. Hard copies of any presentation materials will also be submitted at the formal presentation.

· Peer Evaluations

Each team member will submit the peer evaluation form found on D2L. The point of this form is to provide feedback to me concerning the work of your teammates. Your feedback will be confidential. Grades will be adjusted accordingly to the feedback from the evaluation forms. Each student should submit the peer evaluation to their dropbox in D2L.

· System Improvement Objectives

Use Cases

System Objective

System Constraint

1. Pay medical bills 

2. Message doctors

3. Schedule appointment

4. View Results

5. Refill prescriptions

6. Personal Insurance

7. Send Personal Reminder

8. Pre-registration at hospital

1. Quicker Payment, easier access

2. Reaching physician faster, direct contact instead of with nurse

3. You can see the open slots, don’t have to call or come in person do make an appointment

4. See your results quicker

5. Automatic refill, quicker than on phone

6. It’s easy for the hospital to access, you can update your insurance.

7. Reminds you of something you would have forgotten

8. It documents your visits. And patients can view previous visits

1. Can’t accept cash or checks

2. Not always available, don’t know when they will respond

3. Two people trying to schedule an appointment at the same time, and no double booking or exceptions like in person interactions

4. No personal communication for negative results

5. Has to be an active medication, if it’s controlled substance there can be no refill

6. It’s inconvenient to always have to bring your card in person. Might forget it

7. Might ignore it because you think it’s unimportant\

8. Can only be viewed if you go in person and request it

9.

· Use Case Diagram

· Narratives and Activity Diagrams

· Pay Medical Bill

· Narrative

Use-Case Name:

Pay Medical Bills

Use-Case Type

Business Requirements: x

Use-Case ID:

PMB-PMH1982

Priority:

High

Source:

Requirement: PMB-A1:20-8957

Primary Business Actor:

Patient

Other Participating Actors:

· Portal Billing System

Other Interested Stakeholders:

· Management Team—Interested in the reduction of revenue stuck in accounts receivable.

· Finance—Interested in collecting revenue for service render to patients within a reasonable amount of time.

Description:

This use case describes how the patient’s actions react with the system to make payments on the patient’s medical bills. The patient has the option to pay the full medical bill or make partial payments on their account. The system will debit the patient’s credit card and credit the clinic ending with a payment confirmation to the patient.

Precondition:

The patient must have an account in the system, logged-in, and have entered into the Pay Medical Bills screen.

Trigger:

The use case is initiated when the patient clicks on the Pay Medical Bills button or drop down selection.

Typical Course of Events:

Actor Action:

Step 1: Patient enter view current medical bill.

Step 3: Patient selects payment amount. “Full Amount”

Step 4: Patient enters payment information.

Step 6: Patient confirms the payment amount.

System Response:

Step 2: System display the status of the patient’s account.

Step 5: System verify payment information “Amount Correct”.

Step 7: The system charges payment amount base off payment information. The system debits the patient and credits the clinic’s account.

Step 8: System display the patient’s update account balance.

Step 9: System displays conformation information.

Alternate Courses:

Alt-Step 3: Patient wishes to make partial payment. Alt-Step 3.1: Patient will enter desired payment amount.

Alt-Step 5: System verify payment information. If payment information is not valid it will display error to the patient and return to step 2.

Conclusion:

This use case concludes when the system displays a payment confirmation for payment of medical bills.

Postcondition:

The patient must verify the payment amount is correct and debit from right source. The system updates the patient’s medical bill status and account to reflect the payment made.

Business Rules:

· The patient must provide correct payment information.

· The patient must have sufficient funds from the source for debit.

· The patient’s medical bills account will only have an outstanding balance if services was rendered.

Implementation Constraints and Specifications:

· GUI to be provided for the Billing Staff, and web screen to be provided for the patient.

Assumptions:

The patient has created an account in our patient portal system and have sufficient funds plus an acceptable source for procurement of payments.

Open Issues:

1. Need to determine other options of payment that may be utilized by the patient and system.

· Activity Diagram

· Pay Medical Bill

· Message Doctor

· Narrative

Use-Case Name:

Message Doctor

Use-Case Type

Business Requirements: x

Use-Case ID:

IMD-PMH1993

Priority:

High

Source:

Requirement: MD-b1:80-2145

Primary Business Actor:

Patient

Other Participating Actors:

· Portal Message System

· Clinic

Other Interested Stakeholders:

· Physicians - Interested in patient’s questions and concerns and answering them.

· Nurses- Interested in gathering a full history of questions and concerns to help to perform better quality of care for the patient.

Description:

This use case allows patients to instant message or email their doctor directly for questions and concerns related to their care. The use case makes communication between patient and provider easier without having to call or go through operators. The use case also allows the patient to go back and view pass messages when needed.

Precondition:

The user needs to be a patient that has an active account in the system, logged-in, and have already entered the message doctor page.

Trigger:

This use case is initiated when the patient signs into his or her account in the system and clicks the message doctor.

Typical Course of Events:

Actor Action:

Step 1: Patient select to message doctor.

Step 3: Patient can enter, read, respond, or exit Instant Message.

System Response:

Step 2: System opens Instant Message Screen

Step 4: The system verify the correct doctor to IM.

Clinic:

Step 5: Doctor receives instant message.

Step 6: Doctor reads and responds to patient. Returns to Step 2.

Alternate Courses:

Alt-Step 2: Patient selects to email doctor. Patient enters message email to doctor and the system verify the correct email address. Alt-Step 2.1: Verify doctor’s email address. Alt-Step 2.2: Patient imputed correct doctor email address so the system creates patient’s email sent copy and sends email to doctor. Alt-Step 2.2a: Incorrect email address so return to “Alt-Step 2.” Alt-Step 2.3: System also displays email sent. End use case.

Alt-Step 4: Patient choose to exit Instant Message and is brought to home screen.

Conclusion:

This use case concludes when the patient ends communication with doctor and exist message screen. It also can will end if email confirmation is displayed.

Postcondition:

The provider has answered all the patient’s questions and the patient is satisfied with the answers. The patient ends message with the doctor.

Business Rules:

· The patient must message the doctor in regards to his or her plan of care and not random questions.

· The provider must answer the patient’s questions or concerns to the best of his or her abilities.

Implementation Constraints and Specifications:

· This feature must be available to members at all times.

· This feature must be able to notify the doctor in a reasonable amount of time and have a reply back to the patient within a reasonable time too.

Assumptions:

The patient is knowledgeable in internet use and can access his or her account with ease. The patient questions and concerns are related to the plan of care that is established by the doctor.

Open Issues:

1. Need to determine a reasonable reply response from doctor to patient.

· Activity Diagram

Message Doctor

· Schedule Appointment

· Narrative

· Activity Diagram

Schedule Appointment

· View Results

· Narrative

Use-Case Name:

View Results

Use-Case Type

Business Requirements:

Use-Case ID:

RVM-LS007.00

Priority:

Medium

Source:

Requirement: RVM-V1.00

Primary Business Actor:

Patient

Other Participating Actors:

Physician (external server)

Health Records Staff (external server)

Laboratory Vendors

Other Interested Stakeholders:

Laboratory Vendors- Interested in saving time and eliminating wasted products.

Management—Interested in saving cost of staff

Description:

This use case describes the event of a patient viewing their lab results. The laboratory vendors can send the patients results to the clinic. There the health records staff can post the results to the patient’s portal with a link. The patient can view their labs either with the dates of services or the type of test if they are unfamiliar with the date. They can view any result once posted at any time. Physicians can also view the patient’s lab results by searching the patients name and clicking on the type of test or date of service.

Precondition:

The patient must be a member and logged in.

Trigger:

The use case is initiated once the patient is sent lab results.

Typical Course of Events:

Actor Action

Step 1: The patient selects the view results option on the portal website

Step 4: The patient selects which results they want to view.

Step 5: The patient will enter a password to results. Results cannot be opened without reentry of password

Step 7: The patient views different lab results

Step 9: The patient dismisses

System Response

Step 2: The system checks for any new results from the lab

Step 3: The system list previous results while searching

Step 6: The system will display the results the patient selected

Step 8: The system will ask if any other result needs to be shown

Step 10: If the patient accepts their new results will be shown

Step 11: The system will give the patient an option to now exit

Alternate Courses:

Alt-Step 7: If the patient can exit and return home

Alt-Step 9: The patient can still view more results

Conclusion:

This use case concludes when the patient hits exit to return to portal

Postcondition:

The results are now saved.

Business Rules:

· The patient’s lab results cannot be viewed or shared by any other portal.

· Results cannot be posted until completely finished

Implementation Constraints and Specifications:

· Patients can’t access their labs until they are posted by staff

Assumptions:

Patients have drawn blood

Open Issues:

None

· Activity Diagram

View Results

· Refill Prescriptions

· Narrative

· Activity Diagram

Refill Prescriptions

· Pre-registration

· Narrative

· Activity Diagram

Pre-registration

· Send Personal Reminders

· Narrative

· Activity Diagram

Send Personal Reminders

· Personal Insurance

· Narrative

· Activity Diagram

Personal Insurance

· Feasibility Matrix

Wt.

Candidate 1

Candidate 2

Description

Purchase commercially built patient portal system.

Write a new patient portal application within the organization.

Operational feasibility

15%

Patient portal system is already in us by other organizations and has performed to their standards. System is not compatible with EMR system and will need to be reprogrammed to integrate the two. Also there is concerns about security in the system in regards to HIPAA, PHI, and IT.

Score: 70

Patient portal system was developed by internal employees but the functionality has not been proven yet. The system is integrated with the current EMR system. Portal has security and access control that protects unauthorized access and supports HIPAA, PHI, and IT security requirements.

Score: 85

Cultural feasibility

15%

The system is a standard design to of “plug and play” which may not be a perfect fit to the specifics of an organization’s needs.

Score: 65

The system was designed by internal employees who have firsthand experience and knows the functionality and capabilities needed to address the specific needs of the organization.

Score: 100

Technical feasibility

20%

Customer reviews of this patient portal system is low among those organizations that have purchased them. Poor customer service and IT help when trouble arises in the patient portal system is one common complaint of customers.

Score: 45

With the system being developed internally the development team will be knowledgeable of how the system runs and ways to resolve problems when it occur.

Score: 90

Economic feasibility

Cost to develop:

Payback (discounted):

Net present value:

30%

Approx. $2,500,000 + 100,000 in annual maintenance and upgrades

Approx. 5 years

Approx. $300,000

Score: 60

Approx. $1,500,00

Approx. 3 years

Approx. $400,000

Score: 85

Schedule feasibility

10%

6 months

Score: 65

2 month

Score: 80

Legal feasibility

10%

No foreseeable problems.

Score: 100

No foreseeable problems.

Score: 100

Weighted score:

100%

63.75

89.25

· Final Recommendation

After considering the need for patients to handle their information and the impact on Panther Memorial Hospital. We recommend the implementation of the patient portal system through an internal build to achieve the main results; improve the service quality given, provide a high level of security, provide a flexible easy portal for the patient to use, reduce non-value added time, as well enhancing the effectiveness of staff to perform their job.

Patient population has been growing rapidly and the system has become a necessity. The portal will enable the organization to give patient a secure way to receive services that usually would have to be handled in the office. The system is an integral element in achieving high service delivery to the patients and boosting performance levels in the hospital.

Since communication is a key to preventative medicine, the portal is a valuable aspect of Panther Memorial Hospital, as it helps to educate and satisfy patients, keeping them up to date with their health progress.

With the vision of Panther Memorial Hospital in mind and their patients easier accessibility to their health plans we recommend the development and implementation of a patient portal system constructed through internal resources. The

7 | Page

Portal System

Patient

Patient Selects Message Doctor or Email Doctor

Enter Message Email to Doctor

Reads and Responds to Patient

Clinic

Instant Message Screen

Enter, Read, Respond, or Exit IM

Instant Message Recieved

[Continue]

Send Email to Doctor

Verify Correct Doctor

Patient's Email Sent Copy

[Exit]

Display Email Sent

Verify Doctor's Email Address

[Incorrect]

[Correct]

[Email Doctor]

[Instant Message Doctor]

Creates New Email

PatientPortal Billing System

View Medical Bill

Select Payment Amount

CreditDebit

Enter Payment Information

[Partial Amount]

[Full Amount]

Verify Payment Information

[Amount Incorrect]

[Amount Correct]

Display Payment Confirmation

Display Error Wrong Amount

Enter Desired Amount

Display Status of Account

Confirm Payment Amount

Display Update Balance

Portal Billing System

Patient

View Medical Bill

Select Payment Amount

Enter Desired Amount

Credit

Debit

Enter Payment Information

[Partial Amount]

[Full Amount]

Confirm Payment Amount

Verify Payment Information

[Amount Incorrect]

[Amount Correct]

Display Update Balance

Display Payment Confirmation

Display Error Wrong Amount

Display Status of Account

ClinicPatientPortal System

Patient Selects Message Doctor or Email Doctor

Enter Message Email to Doctor

Send Email to Doctor

Patient's Email Sent Copy

Verify Doctor's Email Address

[Email Doctor]

[Instant Message Doctor]

Instant Message Screen

Enter, Read, Respond, or Exit IM

Instant Message Recieved

[Continue]

Verify Correct Doctor

Reads and Responds to Patient

[Exit]

Display Email Sent

[Incorrect]

[Correct]

Creates New Email