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BoomerangTM

                          Generating Revenue
                           By Bringing Back
                          Your “Lost” Patients

                                                        Powered by


                                                 Patient Reactivation Software




Thursday, May 27, 2010
About OptiCall?
                         In Business Since 2002

                         Have worked with over 250 Ophthalmic practices in the US
                            and Canada

                         Handle over 10,000 ophthalmic calls monthly

                         OptiCall Elective Call Handling

                         OptiCall ACEtm- Actual Consumer Experience

                         OptiCall- RefracTraktm- Web based contact management and
                            phone scripting program

                         Mystery Shopping

                         OptiCall “Boomerang” patient re-activation services

Thursday, May 27, 2010
About Brevium

                         In Business since 2005

                         Serving ~600 Ophthalmologist nation wide.

                         Customers range in size from 1-50 MDs & up to 9
                         locations

                         Software solution for data mining and returning lost
                         patients to your practice




Thursday, May 27, 2010
What We’ll Cover Today

                         The importance of a recall system

                         What are recalls worth to your office?

                         Tips on effective recalls

                         What to do when recalls fail to produce the
                         desired results

                         What is Boomerang?


Thursday, May 27, 2010
Fact:

               The average general ophthalmologist practice
                   has thousands of inactive patients
               Recalls get < 50% response
               Cancelations/no shows add ~8% to losses                        Dr. IC Clearly, MD
                                                                              941-893-2400




                                                   “Recalls Revisited” Administrative Eyecare Fall 2006

Thursday, May 27, 2010
How Patients Get Lost
                          Slip past the front desk

                          Recalls aren’t entered

                          Recalls notices aren’t sent

                          Recalls notices and calls are ignored

                          Patients cancel

                          Patients no show


Thursday, May 27, 2010
Poll




            What does your practice currently do to
            get patients back for annual exams?
Thursday, May 27, 2010
What Does Missed
                         Opportunity Cost?



Thursday, May 27, 2010
A practice study:

                         Practice schedules appointments 6 months
                         out

                         # of recalls typically represents 30% of
                         their total visit volume

                         < 50% patients respond to recall efforts

                         More than 15% of their annual volume is lost
                         to ignored recalls


Thursday, May 27, 2010
A practice study:

                Practice sees 40 patients per day (1 DR. practice)

                40 pts X 4 days = 160 visits/week

                $125 revenue per patient= $20,000/week

                15% volume lost to ignored recalls = $3000 in lost
                revenue/week!

                $156,000 annually per doctor!


Thursday, May 27, 2010
FACT:

                         It costs a practice 5-6 times as
                         much to bring in a new customer
                         to the practice than it does to
                         retain an existing one.




Thursday, May 27, 2010
Poll




           Do you know your cancellation/no show
           rate on appointments?
Thursday, May 27, 2010
FACT:
                Based on a survey of 25 eye clinics across the US



            if patients do not respond to recall notices then:

                 67% will send 1 additional notice

                 28% send 2 notices

                 6% send 3+ notices



Thursday, May 27, 2010
Tips for effective recalls

                                    Keep recall notices brief-

                         Don’t mix practice news or new doctor
                         introductions with recall notices

                         Simple reminders that it’s time for visit will be
                         twice as effective!




Thursday, May 27, 2010
Tips for effective recalls

          Send out recall notices frequently and in small batches

         Big, infrequent batches may generate a spike in call
         volume that ties up the phones and turns patients off

         Smaller batches allows for more consistent phone call
         volume and schedule loading




Thursday, May 27, 2010
Tips for effective recalls

                          Schedule appointments 12 months or more to
                           avoid overusing recalls to fill the schedule.

                         Once the appointment is made, the probability
                         of the patient returning rises significantly

                         Make your best effort to schedule them before
                         they leave that day



Thursday, May 27, 2010
Tips for effective recalls

                         Follow up with patients by developing an
                         outbound calling system

                         Follow up with patients that cancel or no-show
                         for their visits

                         Remember- ~8% of losses are due to cancels and
                         no-shows. At 160 visits per week this can represent
                         $1600/week in lost revenue (12.8 visits at $125 each).



Thursday, May 27, 2010
What Is
                                  Boomerang?
                         Boomerang combines the powerful patient
                         reactivation software by Breviumtm

                         Highly skilled and trained phone staff at
                         OptiCalltm

                         Call your patients that are due or overdue
                         for appointments and book directly into your
                         practice management system.



Thursday, May 27, 2010
Why Use Boomerang?

                         Offset recent Medicare reimbursements cuts

                         Offset Refractive Surgery market slump

                         Fill schedules

                         Increase Surgical Volume

                         Improve Patient Outcomes



Thursday, May 27, 2010
Boomerang Acts As A
                          Patient Safety Net




Thursday, May 27, 2010
Boomerang Does
                               Not Replace

                         Mailing Recall notices

                         Rescheduling before patients leave

                         Appointment Reminder calls




Thursday, May 27, 2010
Step 1: Find Lost Patients By Reading
       from Practice Management System DB


                         Looks for ignored recalls

                         Looks at the billing data

                           Last date seen

                           Diagnosis & Procedure Codes




Thursday, May 27, 2010
Step 2: YOU determine what WE
                want to focus on to schedule

                         Problem - We have a lot of available appointments to fill.

                         Solution - Mine for everything. Brevium can help you determine how much
                         call time to apply.

                         Problem - Our clinic is full, but our physicians would love to be doing more
                         surgery.

                         Solution - Follow up on surgical candidates: cataract checks, cataract post-ops
                         for YAGs, refractive consults that didn’t produce surgery.

                         Problem - We’re very concerned about following up on high risk patients.

                         Solution - Focus on high-risk patients: glaucoma, diabetes, macular
                         degeneration, pediatric amblyopia.




Thursday, May 27, 2010
Step 3: OptiCall’s staff calls the
     overdue patients and makes the
     attempt to book

                 Trained on YOUR practice management system

                 Schedule live into your available appointments

                 Make attempts to fill gaps in schedules

                 Work within your parameters and guidance for the
                 type of appointment and doctor’s schedule you
                 wish to fill



Thursday, May 27, 2010
Boomerang Staff Caller:
                            Expected Results



                         Average practice adds 100+ incremental
                         appointments per month




Thursday, May 27, 2010
Actual Results

                         1788 patients brought back (over 13 months)

                         2776 incremental visits

                         $432,300 incremental revenue collected

                         8X Return on Investment (receipts/labor +
                         fees)



Thursday, May 27, 2010
Actual Results

                         New MD used to fill empty schedules

                         700 patients brought back (over 5 months)

                         $122,500 incremental revenue collected

                         8.1X Return on Investment (receipts/labor +
                         fees)



Thursday, May 27, 2010
FAQ’s
                 Why can’t my staff do this manually?

                         Recalls are something that needs to be done
                         regularly and consistently

                         Every call is documented and tracked to
                         report success and revenue generated




Thursday, May 27, 2010
FAQ’s
         Why do I need special software for this?


                The Brevium software used for the system allows
                OUR team to focus on YOUR specific goals for each
                doctor, whether increasing surgical volume, reducing
                liability or filling schedules.




Thursday, May 27, 2010
Software system helps avoid
                           embarrassing situations

                Highlights special alerts – such as patients in collections
                          So you don’t bring back non-payers
                Protects referring relationships
                          So you don’t bring back patients for conditions the
                          referring doctor would like to follow
                Checks & rechecks the schedule
                          So you don’t call people who recently scheduled


Thursday, May 27, 2010
Software system helps avoid
        embarrassing situations
                         Pt initials    Hidden issues

                    1. JM:  Patient is in collections
                    2. GH:  Patient was seen 2 years ago for a contact lens fitting but last
                       therapeutic exam was 3 years ago
                    3. KB:  Patient has glaucoma & should be seen every 6 months (not
                       every 24 months)
                    4. GY:  Patient was referred by OD who will be mad if I call them
                    5. JH:  List was run May 1 and in between the time the list was run
                       and the call was made its now May 26 and the patient got on the
                       schedule May15th.
                    6. PP: Patient has an insurance we don’t accept
                    7. FT:  There is another patient in the household who was last seen 25
                       months ago and didn’t hit the list
                    8. PT:  Patient was just in to pick up glasses yesterday. Do you want
                       the staff calling tomorrow to come back in?
                    9. YY:  Patient was dismissed
                    10. TY:  Patient is deceased
Thursday, May 27, 2010
Administration Function:
            Configure conditions to recall
            and expected return intervals




Thursday, May 27, 2010
FAQ’s
                         Why not just use an auto-dialer?

                          People don’t like machine calls!

                          The personal touch has 2-3 times the
                          effectiveness of a machine

                          Our team can focus in on WHY they need an
                          appointment

                          If a patient refuses care, we can document
                          why. Machines can’t!


Thursday, May 27, 2010
FAQ’s
                     What systems are we currently working with?


                         Allscripts       MDoffice           MicroMD

                         Cerner           MedEvolve         Misys Tiger
                         PowerWorks
                                          Medflow            NextGen
                         Compulink
                                          Medical Manager   Origin (SSIMed)
                         GE Centricity
                                          MediSoft          QSI
                         ManagementPlus
                                          MedInformatix
                         McKesson




Thursday, May 27, 2010
Questions?




Thursday, May 27, 2010
Contacts
                         Dylan Kemna 303-875-8338 cell

                         dkemna@opticall.com

                         Steve Gottfredson 801-440-1188 cell

                         Steve@brevium.com

                         Bill Mercier 941-893-2400 ext 2

                         bmercier@opticall.com


Thursday, May 27, 2010

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Bring LOST Patients Back to Your Practice

  • 1. BoomerangTM Generating Revenue By Bringing Back Your “Lost” Patients Powered by Patient Reactivation Software Thursday, May 27, 2010
  • 2. About OptiCall? In Business Since 2002 Have worked with over 250 Ophthalmic practices in the US and Canada Handle over 10,000 ophthalmic calls monthly OptiCall Elective Call Handling OptiCall ACEtm- Actual Consumer Experience OptiCall- RefracTraktm- Web based contact management and phone scripting program Mystery Shopping OptiCall “Boomerang” patient re-activation services Thursday, May 27, 2010
  • 3. About Brevium In Business since 2005 Serving ~600 Ophthalmologist nation wide. Customers range in size from 1-50 MDs & up to 9 locations Software solution for data mining and returning lost patients to your practice Thursday, May 27, 2010
  • 4. What We’ll Cover Today The importance of a recall system What are recalls worth to your office? Tips on effective recalls What to do when recalls fail to produce the desired results What is Boomerang? Thursday, May 27, 2010
  • 5. Fact: The average general ophthalmologist practice has thousands of inactive patients Recalls get < 50% response Cancelations/no shows add ~8% to losses Dr. IC Clearly, MD 941-893-2400 “Recalls Revisited” Administrative Eyecare Fall 2006 Thursday, May 27, 2010
  • 6. How Patients Get Lost Slip past the front desk Recalls aren’t entered Recalls notices aren’t sent Recalls notices and calls are ignored Patients cancel Patients no show Thursday, May 27, 2010
  • 7. Poll What does your practice currently do to get patients back for annual exams? Thursday, May 27, 2010
  • 8. What Does Missed Opportunity Cost? Thursday, May 27, 2010
  • 9. A practice study: Practice schedules appointments 6 months out # of recalls typically represents 30% of their total visit volume < 50% patients respond to recall efforts More than 15% of their annual volume is lost to ignored recalls Thursday, May 27, 2010
  • 10. A practice study: Practice sees 40 patients per day (1 DR. practice) 40 pts X 4 days = 160 visits/week $125 revenue per patient= $20,000/week 15% volume lost to ignored recalls = $3000 in lost revenue/week! $156,000 annually per doctor! Thursday, May 27, 2010
  • 11. FACT: It costs a practice 5-6 times as much to bring in a new customer to the practice than it does to retain an existing one. Thursday, May 27, 2010
  • 12. Poll Do you know your cancellation/no show rate on appointments? Thursday, May 27, 2010
  • 13. FACT: Based on a survey of 25 eye clinics across the US if patients do not respond to recall notices then: 67% will send 1 additional notice 28% send 2 notices 6% send 3+ notices Thursday, May 27, 2010
  • 14. Tips for effective recalls Keep recall notices brief- Don’t mix practice news or new doctor introductions with recall notices Simple reminders that it’s time for visit will be twice as effective! Thursday, May 27, 2010
  • 15. Tips for effective recalls Send out recall notices frequently and in small batches Big, infrequent batches may generate a spike in call volume that ties up the phones and turns patients off Smaller batches allows for more consistent phone call volume and schedule loading Thursday, May 27, 2010
  • 16. Tips for effective recalls Schedule appointments 12 months or more to avoid overusing recalls to fill the schedule. Once the appointment is made, the probability of the patient returning rises significantly Make your best effort to schedule them before they leave that day Thursday, May 27, 2010
  • 17. Tips for effective recalls Follow up with patients by developing an outbound calling system Follow up with patients that cancel or no-show for their visits Remember- ~8% of losses are due to cancels and no-shows. At 160 visits per week this can represent $1600/week in lost revenue (12.8 visits at $125 each). Thursday, May 27, 2010
  • 18. What Is Boomerang? Boomerang combines the powerful patient reactivation software by Breviumtm Highly skilled and trained phone staff at OptiCalltm Call your patients that are due or overdue for appointments and book directly into your practice management system. Thursday, May 27, 2010
  • 19. Why Use Boomerang? Offset recent Medicare reimbursements cuts Offset Refractive Surgery market slump Fill schedules Increase Surgical Volume Improve Patient Outcomes Thursday, May 27, 2010
  • 20. Boomerang Acts As A Patient Safety Net Thursday, May 27, 2010
  • 21. Boomerang Does Not Replace Mailing Recall notices Rescheduling before patients leave Appointment Reminder calls Thursday, May 27, 2010
  • 22. Step 1: Find Lost Patients By Reading from Practice Management System DB Looks for ignored recalls Looks at the billing data Last date seen Diagnosis & Procedure Codes Thursday, May 27, 2010
  • 23. Step 2: YOU determine what WE want to focus on to schedule Problem - We have a lot of available appointments to fill. Solution - Mine for everything. Brevium can help you determine how much call time to apply. Problem - Our clinic is full, but our physicians would love to be doing more surgery. Solution - Follow up on surgical candidates: cataract checks, cataract post-ops for YAGs, refractive consults that didn’t produce surgery. Problem - We’re very concerned about following up on high risk patients. Solution - Focus on high-risk patients: glaucoma, diabetes, macular degeneration, pediatric amblyopia. Thursday, May 27, 2010
  • 24. Step 3: OptiCall’s staff calls the overdue patients and makes the attempt to book Trained on YOUR practice management system Schedule live into your available appointments Make attempts to fill gaps in schedules Work within your parameters and guidance for the type of appointment and doctor’s schedule you wish to fill Thursday, May 27, 2010
  • 25. Boomerang Staff Caller: Expected Results Average practice adds 100+ incremental appointments per month Thursday, May 27, 2010
  • 26. Actual Results 1788 patients brought back (over 13 months) 2776 incremental visits $432,300 incremental revenue collected 8X Return on Investment (receipts/labor + fees) Thursday, May 27, 2010
  • 27. Actual Results New MD used to fill empty schedules 700 patients brought back (over 5 months) $122,500 incremental revenue collected 8.1X Return on Investment (receipts/labor + fees) Thursday, May 27, 2010
  • 28. FAQ’s Why can’t my staff do this manually? Recalls are something that needs to be done regularly and consistently Every call is documented and tracked to report success and revenue generated Thursday, May 27, 2010
  • 29. FAQ’s Why do I need special software for this? The Brevium software used for the system allows OUR team to focus on YOUR specific goals for each doctor, whether increasing surgical volume, reducing liability or filling schedules. Thursday, May 27, 2010
  • 30. Software system helps avoid embarrassing situations Highlights special alerts – such as patients in collections So you don’t bring back non-payers Protects referring relationships So you don’t bring back patients for conditions the referring doctor would like to follow Checks & rechecks the schedule So you don’t call people who recently scheduled Thursday, May 27, 2010
  • 31. Software system helps avoid embarrassing situations Pt initials    Hidden issues 1. JM:  Patient is in collections 2. GH:  Patient was seen 2 years ago for a contact lens fitting but last therapeutic exam was 3 years ago 3. KB:  Patient has glaucoma & should be seen every 6 months (not every 24 months) 4. GY:  Patient was referred by OD who will be mad if I call them 5. JH:  List was run May 1 and in between the time the list was run and the call was made its now May 26 and the patient got on the schedule May15th. 6. PP: Patient has an insurance we don’t accept 7. FT:  There is another patient in the household who was last seen 25 months ago and didn’t hit the list 8. PT:  Patient was just in to pick up glasses yesterday. Do you want the staff calling tomorrow to come back in? 9. YY:  Patient was dismissed 10. TY:  Patient is deceased Thursday, May 27, 2010
  • 32. Administration Function: Configure conditions to recall and expected return intervals Thursday, May 27, 2010
  • 33. FAQ’s Why not just use an auto-dialer? People don’t like machine calls! The personal touch has 2-3 times the effectiveness of a machine Our team can focus in on WHY they need an appointment If a patient refuses care, we can document why. Machines can’t! Thursday, May 27, 2010
  • 34. FAQ’s What systems are we currently working with? Allscripts MDoffice MicroMD Cerner MedEvolve Misys Tiger PowerWorks Medflow NextGen Compulink Medical Manager Origin (SSIMed) GE Centricity MediSoft QSI ManagementPlus MedInformatix McKesson Thursday, May 27, 2010
  • 36. Contacts Dylan Kemna 303-875-8338 cell dkemna@opticall.com Steve Gottfredson 801-440-1188 cell Steve@brevium.com Bill Mercier 941-893-2400 ext 2 bmercier@opticall.com Thursday, May 27, 2010