annual wellness visit (awv) services:

PRIVATE & CONFIDENTIAL

Turn-key Services for Improving Profits and Clinical QualityAnnual Wellness Visit (AWV) Services:

August 20, 2012

PRIVATE & CONFIDENTIAL | Implementing Technologies, LLC | 2

Implementing Technologies LLCiT

Agenda

1) The Medicare Annual Wellness Visit Services

2) About Implementing Technologies



The Annual Wellness Visit (AWV) is a newly allowable and fully reimbursed Medicare preventative service

AWV is… AWV is NOT…

This highly lucrative preventative service is NOT intended to replace the existing annual checkup, rather supplement it

• Outlined in the President’s Affordable Care Act (Began January 1, 2011)

• Conducted every 12 months

• A Medicare paid benefit with NO copay for patients

• Reimbursed at $111-172 (not adjusted for geography)

• Allows for payment for the AWV service and a medically necessary service during a single encounter

• May be executed by a mid-level or nurse (with physician on site)

• NOT intended to replace other annual exams

• Does not include complex procedures (e.g. only vitals required are height, weight, and blood pressure)

• Does not include questions typically asked during an annual exam



The typical primary care, family medicine, or urgent care clinic could increase their revenue by an estimated $20,000-70,000 per physician

Identification of risk factors, and improvements to clinical quality, are the primary motivations for CMS and many physicians when offering this exam

Primary AWV Financial Benefit

Secondary Financial Benefit

Additional revenue potential is seen from:• Outreach to new perspective patients• Reengagement with inactive patients• Delivery of additional medically necessary services• Scheduling follow-on and other services

• 25% yield expected from communication, outreach, and scheduling efforts• $20,000-70,000 increased revenue per physician (dependent on practice profile

and services selected)



Practices have been slow to conduct these exams due to five common problems and concerns

Our offering is designed specifically to eliminate these challenges and concerns

Identify Eligible Patients

Communicate and Market

Schedule Visits

Understand AWV Requirements

Conduct Encounters

Common Roadblocks Description

• Organizations often struggle to effortlessly identify active and inactive patients eligible for the AWV or other preventative services

• Organizations often lack in-house print and telephonic communication resources to conduct the necessary outreach to eligible patients

• Organizations often struggle with the logistics and coordination associated with scheduling hundreds or thousands of new visits

• Organizations must find time to research, understand, and plan the requirements for new encounter types

• Many organizations lack the time and staff to conduct hundreds or thousands of new visits a year



We provide a turn-key set of solutions and services to conduct these visits efficiently and accurately

Your organization can choose the comprehensive turn-key approach or select the components that are best for your organization

Process Component Services Provided Output

Call Center

Data Analysis

Outsourced Staffing

• Analyze EHR and PM system data• Identify active and inactive Medicare

patients• ID patients for other services

• Feed identified patients to call center for outreach

• Schedule visits in your scheduling system

• Provide outsourced midlevels or nurses to conduct visits in your office under your supervision if desired

Contact and Schedule Patient Visits

Identify target patients

Provide staffing resources under your supervision



Our Turn-key service requires no obligation, up-front cost, nor financial commitment by a practice or healthcare organization

• Initial Analytics – Free of charge

•Full Service – Percentage of revenue generated from the service

•Select Services – Dependent on selection

ITL’s fee structure is dependent on the profile of the group, the patient population and the services requested.



Our turn-key approach can be applied to other allowable visits, procedures, and preventative services

Similar clinical and financial outcomes can be identified in other areas of your practice

Other Applications for our Turn-key Service

• Outreach and execution of core practice services—Identify patients for various core services—Drive patients to your practice for various core services—Augment staff for delivery of core services

• Other Medicare Preventative Services• HEDIS & Quality Measurement Programs• Patient Centered Medical Home (PCMH) Programs• Other Quality Reporting Initiatives



Agenda

1) The Medicare Annual Wellness Visit Services

2) About Implementing Technologies



Superior service, execution, and value has made Implementing Technologies, LLC (“IT”) one of the leading healthcare service providers on the East Coast

Why Implementing Technologies, LLC?

We provide:

SuperiorSupport & Service

Proven Execution

UnsurpassedValue

Founded in 2004, IT focuses on the custom needs of mid to large size practices, small hospitals, and specialists

60+ Customers: management of 60 unique customers of various sizes and specialties 100+ Locations: deliver service across multiple customer sites and locations 1,000+ Current Users: 1,000 software and system users



IT has access to a comprehensive set of solutions covering all practice needs, then supports and customizes those solutions through best in class service and support

Solutions

Our electronic billing module coupled with

other systems has reduces AR

substantially

Our clients collect 99% of all insurance

submittals on first pass

Customized reporting gives practices access

to key operating metrics

Systems and solutions to deliver on Medical Home business model

requirements

Develop and Deploy HIE solutions at micro

and macro levels

Unique solutions for improving efficiency and quality of care

Implementation, customization,

service, and support of leading systems

Expert integration with other systems

and inter-operability offerings

Patient Centered

Medical Home

ReputationManagement

Revenue Cycle Management Reporting

Long Term CareHome CareHIEEMR / PM RIS / PACS

Outsourced administrative solutions and

services

Define and improve business models

consistently impacted by regulation and

competition

Implementation, training, software

development, customization, and

integration

Providing network services, help desk,

and hardware support

ConsultingManagementServices

IT Services

SoftwareServices

Services/Support



24/7 access to our management team and technicians provides our clients with a hassle-free relationship with Implementing Technologies

David SlenzakPartnerMobile: [email protected]

David Slenzak has over 12 years of experience supporting clients in healthcare, enterprise IT, and other heavily regulated technology markets. David has directed and managed numerous consulting projects for clients and has helped clients develop and execute both management and IT strategies. David brings an impressive background in government regulation that impact all of our current clients.

Barclay McFaddenPartnerMobile: [email protected]

Barclay has over 11 years of experience supporting and directing the finance and operating functions at numerous companies. Prior to IT, Barclay served as the Director of Operations and Finance for a hardware and software developer with a significant healthcare market presence.

Dean JonesFounder and PartnerMobile: [email protected]

Dean Jones has served as the President of IT for the past 8 years. Dean has been in technology for 20 years, becoming an executive at Alcatel before reaching the age of 30. Dean’s vision is to provide the best technology to physician practices that allows them to provide the highest health care possible.

Implementing Technologies, LLC Leadership

annual wellness visit (awv) services:

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