Session #12 – User Group Kickoff & Product Roadmap

1. Session #12 – User Group Kickoff & Product Roadmap • Hotel Wi-Fi • HASummit14 • PW: analytics Current Session • App Questions? • 3 app helpers • Raise hand with mobile device • Walk to back 1 Thumbs Up 2 Submit a Question 3 Poll Question 4

2. Session #12 User Group Kickoff Eric Just, Vice President, Technology, Health Catalyst • Eric Just is the Vice President of Technology at Health Catalyst and the Engagement Lead at Indiana University Health. Prior to joining Health Catalyst, he led the research arm of a late binding data warehouse that served to integrate clinical, operational, financial, and research data at Northwestern University.  • Eric has served in a number roles at Health Catalyst including product development, business development, and client operations. He is a dedicated husband and dad, involved in school and sports, and he enjoys outdoor life in his adopted home town of Salt Lake City.

3. Why do we see ads like this? Source: Delta Sky Magazine 3

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5. Process Management Evolution SystemofProduction Airline Industry “Manual” System Healthcare Industry “Craftsmanship”No System

6. If … "Every system is perfectly designed to get the results it gets.” • - Dr. Paul Batalden Then … “Design your system to get better results” • - Health Catalyst

7. How to you design your care delivery system to achieve better Outcomes: Become experts in three key systems Standard “Measurement” Work Standard “Knowledge” Work Standard “Organizational” Work

8. How is Health Catalyst Organized and Why? • Content System Knowledge– Holly Designs and builds starter set knowledge assets which deliver evidence based guidelines and standard work to accelerate change • Deployment System Methodologies – Steve Designs, trains and implements the Heath Catalyst improvement methodology to accelerate our customers ability to achieve Outcomes • Analytics System Products – Tom Designs and builds the Catalyst Analytics Platform and Analytical Applications which provide insight into cared delivery and a feedback loop to teams 8

9. Health Catalyst’s top operating principle is to help our partnersImprove Outcomes 9

10. Population Health Improvement AIM • Sepsis Outcome Improvement Example • Decrease Sepsis Mortality Rate from 24% to less than 10% by 1/1/2015 10

11. What are you trying to improve? • Outcomes Improvement • Population Health/Quality Improvement • Workflow/Efficiency Improvement • Patient Injury Prevention Improvement • Shared Risk/Financial Improvement • Leveraging appropriate payment models • Technical Efficiency Improvement • Streamlining data gathering/provisioning 11

12. Improvement Lines Outcomes Improvement Shared Risk / Financial Improvement Technology Improvement Readiness Assessment and Strategic Plan Payer Market Evaluation Shared Risk Strategic Plan Infrastructure Data Driven Prioritization (KPA) Population Health Improvement Advanced Risk Evaluation Improved Financial Monitoring Pragmatic Data Integration Automated Data Provisioning Workflow/Operational Improvement Network Optimization Activity Based Costing Data Capture Augmentation (IDEA) Adaptive Data Governance Improved Member Engagement Predictive Staffing Models Shared Framework Infrastructure Data Capture Quality Awareness Patient Injury Prevention Improvement Improved Care Management Leakage Reduction Comparative Analytics Infrastructure Efficient Information Distribution Advanced Governance 12

13. All paths lead to improvement Start with Population Improvement Path Automating Data Provisioning Pop Health Improvement Efficiency Improvement Patient Injury Prevention Improvement Efficient Information Distribution Shared Risk Improvement Time Start with Shared Risk Path Shared Risk Improvement Pop Health Improvement Efficient Information Distribution Efficiency Improvement Patient Injury Prevention Improvement Automating Data Provisioning Time Start with Technology Path Automating Data Provisioning Efficient Information Distribution Efficiency Improvement Pop Health Improvement Patient Injury Prevention Improvement Shared Risk Improvement 13

14. Session 12Top Priorities Survey, Q1 While all three of these improvement areas are important, what is your organization most focused on improving first? • Outcomes Improvement • Shared Risk/Financial Improvement • Technology Improvement 14

15. Session 12Top Priorities, Q2 What is your organization’s 2nd priority improvement area? • Outcomes Improvement • Shared Risk/Financial Improvement • Technology Improvement 15

16. Session 12Top Priorities, Q3 What other priorities does your organization have that are higher than outcomes improvement, shared risk/financial improvement or technology improvement? (If no other higher priorities – answer “None”) 16

17. Review ImprovementPrioritySurvey

18. Improvement Lines Survey Outcomes Improvement Shared Risk / Financial Improvement Technology Improvement Readiness Assessment and Strategic Plan Payer Market Evaluation Shared Risk Strategic Plan Infrastructure Data Driven Prioritization (KPA) Population Health Improvement Advanced Risk Evaluation Improved Financial Monitoring Pragmatic Data Integration Automated Data Provisioning Workflow/Operational Improvement Network Optimization Activity Based Costing Data Capture Augmentation (IDEA) Adaptive Data Governance Improved Member Engagement Predictive Staffing Models Shared Framework Infrastructure Data Capture Quality Awareness Patient Injury Prevention Improvement Improved Care Management Leakage Reduction Comparative Analytics Infrastructure Efficient Information Distribution Advanced Governance 18

19. Readiness Assessment and Strategic Plan Measure the care delivery organizations readiness for outcomes improvement including evaluation of “Three Systems” readiness and Analytics Adoption Model maturity; Includes key process analysis of high volume high variation processes Analytic Products Key Process Analysis Assessment Survey Tool Select Session 12Select Outcomes Improvement Survey Answer Question 1 19

20. Population Health Improvement Establishment of permanent improvement teams which leverage starter set AIMs, metrics and analytic models based on evidence based clinical guidelines to achieve and sustain clinical and quality improvement for the health of a population Population Health Content Starter Sets Pediatrics Specialty Mental Health Respiratory Deployment Templates Primary Care Cardiovascular Women & Children GI Neuroscience Musculoskeletal Surgery Answer Q2 Session 12Outcomes Improvement Survey Oncology Analytic Products Subject Area Mart Designer Population Shared Frameworks Readmission Predictor Population Explorer Readmission Explorer 20

21. Workflow/Operational Improvement Establishment of permanent improvement teams which leverage starter set AIMs, metrics and analytic models based on standard work and operational guidelines to achieve and sustain efficiency improvement for clinics and hospital departments Workflow / Efficiency Content Starter Sets Diagnostic (Lab, Path) Therapeutic (Rx, Resp) Ambulatory Acute Medical Invasive Practice Management External & Regulatory Ohio Collaborative US News Specialty Clinics A3/Value Stream Maps Answer Q3 Session 12Outcomes Improvement Survey Analytic Products Subject Area Mart Designer Workflow Shared Frameworks Labor Management Explorer Patient Flow Explorer Patient Satisfaction Explorer Supply Chain Explorer

22. Patient Injury Prevention Improvement Patient Injury Prevention Content Starter Sets Establishment of permanent improvement teams which leverage starter set AIMs, metrics and analytic models based on patient safety and operational guidelines to achieve and sustain patient injury prevention improvement Substances RX: Medications RX: Fluids RX: Electrolytes Parenteral Nutrition TPN) Transfusion Venous Thromboembolism Patient/Procedure Control Falls (S, A, C) Glucose Management Pressure Injury Infections VAP CAUTI Answer Q4 Session 12Outcomes Improvement Survey Surgical Site Infections CLABSI A3/Value Stream Maps Analytic Products Subject Area Mart Designer Patient Safety Explorer Patient Injury Prevention Shared Framework

23. Advanced Governance Implement appropriate roles, councils and steering committees which are data driven and triage/prioritize opportunities, allocate resources and approve, monitor and actively market quality, efficiency and safety outcome improvement results. Analytic Products Key Process Analysis Executive Dashboard Integration Tool Analytics Successes Portal Answer Q5 Session 12Outcomes Improvement Survey 23

24. Review Outcomes ImprovementSurvey

25. Payer Market Evaluation Evaluate each payer in your market and prioritize the most important payer contracts to evaluate and re-negotiate for risk sharing opportunities or alternative payment methods Analytic Products Payer Market Analyzer Select Session 12 Select Shared Risk Survey Answer Question 1 25

26. Advanced Risk Evaluation Profile risk of patients based on episodic cohort definitions. Evaluate disease density and severity to predict Per Member Per Month (PMPM) costs. Evaluate alternative risk/reward models including reinsurance thresholds. Analytic Products Population Risk Evaluation Tool Advanced Content PMPM Predictive Models Answer Q2 Session 12Shared Risk Survey 26

27. Network Optimization Optimize network design by evaluating defensible geographic service area, central place theory trade areas, network coverage using patient and provider geocoded addresses. Predict leakage with potential network adjustments. Draft Participating Provider Service Agreements. Analytic Products Network Optimization Tool Advanced Content Predictive Leakage Models Reference Content Dartmouth Atlas Referral Regions Answer Q3 Session 12Shared Risk Survey Central Place Theory Trade Areas Geographic Coverage Areas (State Health Benefit Program Filings) Geocoded Addresses Participating Provider Service Agreement Templates 27

28. Improved Member Engagement Design better methods for patient/member engagement including enhanced member self-reported health data, employer engagement, member plan design, community outreach, family engagement, etc. Analytic Products Members Satisfaction Explorer Employer Wellness Designer Member Engagement Portal Reference Content Health Plan design templates Wellness plan design templates Answer Q4 Session 12Shared Risk Survey Community engagement templates Family engagement templates 28

29. Improved Care Management Improve outlier care management for high risk, high cost patients combining claims, EMR clinical observations and patient demographic data to predict potentially preventable adverse events and prescribe prioritized actions and interventions. Analytic Products Care Management Planner Care Management Analytics Advanced Content Prescriptive Models Preventable Events Predictor Answer Q5 Session 12Shared Risk Survey 29

30. Shared Risk Strategic Plan Design a multi-year strategic organizational plan for provider network acquisitions and divestitures, wholesale contract network access agreements negotiation plans with payers, prioritized care delivery improvement initiatives, etc. Analytic Products Key Process Analysis (Risk Sharing Opportunity Pareto – Bundled Payment) Shared Accountability Executive Dashboard Reference Content Wholesale Contract Network Access Agreement Template Accountable Care Organizational Plan Template Answer Q6 Session 12Shared Risk Survey 30

31. Leakage Reduction Identify out-of-network leakage or higher cost care delivery by specialty, by attributed provider, by high risk patient, or by procedure and estimate potential saving from leakage reduction. Analytic Products Shared Accountability Executive Dashboard Patient Leakage Analyzer Advanced Content Attribution Models Answer Q7 Session 12Shared Risk Survey 31

32. Improved Financial Monitoring Improve financial monitoring by identifying correlations in clinical and financial data, stratify financial performance by unit, department, clinical program, care process family, etc. Analytic Products Financial Management Explorer Revenue Cycle Explorer General Ledger Explorer Answer Q8 Session 12Shared Risk Survey 32

33. Activity Based Costing Evaluate true cost of care delivery with clinically driven activity based costing. Analytic Products Activity Based Costing Tool Clinically Driven Revenue Cycle Explorer Real Time Location Services Integration Advanced Content Answer Q9 Session 12Shared Risk Survey Activity Based Terminology 33

34. Predictive Staffing Models Staff operational units based on predictive models based on historical care delivery activity rather than imputed acuities from administrative data Analytic Products Activity Based Staffing Advanced Content Activity Based Terminology Predictive Staffing Models Answer Q10 Session 12Shared Risk Survey 34

35. Review Shared RiskSurvey

36. Infrastructure Procure, configure and test infrastructure environments to support analytics including on-premise and and now available secure hosted environments Analytic Products Hosting Infrastructure Select Session 12 Select Technology Survey Q1 36

37. Automated Data Provisioning Automation of provisioning data from transactional source system into source mart within the Enterprise Data Warehouse using a metadata driven approach using portable source maps (.SM files) (Newly added support for flat files, XML) Analytic Products Source Mart Designer & Patterns Metadata Core Atlas Security and Auditing EDW Console Source Mart GAP Analyzer Content Mapping EMR (6), Patient Billing (6), Costing (4), General Ledger (2), Patient Satisfaction (3) Answer Q2 Session 12Technology Improvement Survey Ambulatory EMR (2), Professional Billing (3), Time Card (2), Human Resources (2), Accounts Receivable (2) , Supply Chain (2), Claims (1) Additional Source Marts (30+) 37

38. Data Capture Augmentation (IDEA) Instant Data Entry Application Easily create web-based applications to augment data capture; Adding native mobile application (iOS and Android) versions. Analytic Products IDEA IDEA Mobile Answer Q3 Session 12Technology Improvement Survey 38

39. Shared Framework Infrastructure Reusable tools that accelerate outcomes improvement and advanced application development (SAMs) Analytic Products Workflow Framework Population Health Framework Comorbidity Analyzer & Content Patient-Provider Attribution Modeler Statistical/Metric Correlation Framework EDIT—Executive Dashboard Integration Tool Patient Injury Prevention Framework Visualization & Architectural Frameworks Answer Q4 Session 12Technology Improvement Survey Advanced Content Severity Risk/Comorbidity Models Clinical Hierarchies Attribution Models Predictive Models 39 39

40. Comparative Analytics Infrastructure Comparable foundational analytics across care delivery organizations – a framework to share comparative benchmarks. Analytic Products *CAFE—Comparative Analytics Framework and Exchange CAFÉ De-identification Infrastructure Answer Q5 Session 12Technology Improvement Survey Advanced Content Essentials Layer Mapping 40

41. Data Driven Prioritization (KPA) Prioritization of opportunities derived from care process size and variability based on clinically and operational defined mappings (e.g. ICD9, ICD10, CPT, APRDRG, etc.) Analytic Products Key Process Analysis (Pareto Tool) Answer Q6 Session 12Technology Improvement Survey Advanced Content Clinical Hierarchies Operational Hierarchies 41

42. Pragmatic Data Integration Pragmatic Master Data Management including common linkable identifiers (e.g. Patient, Provider, Location) and Common Components (e.g. Meds, Labs, Encounters) which integrate data from multiple sources of the same source type (e.g. multiple EMRs) Analytic Products Common Linkable Identifiers (pragmatic master data management - e.g. PatientID, ProviderID, LocationID, Vocabulary) Answer Q7 Session 12Technology Improvement Survey Advanced Content Matching Algorithms (with Threshold Settings) 42

43. Adaptive Data Governance Tools and processes to guide organizations in the three pillars of data governance: data exploitation, data literacy and data stewardship. Analytic Products Security and Auditing (EDW Console & IDERA) ATLAS: Data Stewardship Module Answer Q8 Session 12Technology Improvement Survey Reference Content Starter Set Standard Definitions/Calculations Analytics Services Triage Group Charter 43

44. Data Capture Quality Awareness Tools to profile data capture quality including timeliness, accuracy and completeness of data capture Analytic Products Data Profiling Tool Answer Q9 Session 12Technology Improvement Survey 44

45. Efficient Information Distribution Tools to inventory report and analytic usage to identify wasteful practices and pruning opportunities (e.g. replace 10 manual reports with 1 self service dashboard) Analytic Products Report Queue Analyzer Advanced Content Common/Global metrics repository (e.g. Case count, LOS, Readmission counts and rate, cost center definitions) Answer Q10 Session 12Technology Improvement Survey 45

46. Review Technology ImprovementSurvey

47. Catalyst Coming Attractions • Detailed Comparative Analytics • Mobile IDEA (Instant Data Entry Application) • Geospatial Analytics – Network Optimization • Activity Based Costing • Prescriptive and Predictive Modeling Framework • Anatomy of Healthcare SAM Designer support 47

48. User Group Design Survey • What is the most important thing you expect to get out of a User Group? • Would you prefer the User Group be done in conjunction with HAS? • How frequently would you like the User Group to be held in person? • On a scale from 1 to 5, how interested would you be in more frequent User Group tele-conferences between in-person user group meetings? • How frequently would you prefer the incremental user group tele-conferences? • How would you prefer the User Group be organized? • What have you seen work well with other user groups? • On a scale from 1 to 5, how interested are you in learning about new features/content in the Outcomes Improvement Line? • On a scale from 1 to 5, how interested are you in learning about new features/content in the Shared Risk / Financial Improvement Line? • On a scale from 1 to 5, how interested are you in learning about new features/content in the Technology Improvement Line?

49. Analytic Insights Questions & Answers A

50. Session Feedback Survey • On a scale of 1-5, how satisfied were you overall with this session? • Not at all satisfied • Somewhat satisfied • Moderately satisfied • Very satisfied • Extremely satisfied • What feedback or suggestions do you have?