Case Studies regarding Medinotes

David B. Glasser, M.D.
Patapsco Eye MDs, LLC
Columbia, MD 21046

When most people decide to take a vacation, they head for the mountains and enjoy breathtaking scenery, or go to the beach and sip on a tropical beverage with an umbrella in it. Dr. David B. Glasser, an Ophthalmologist from Columbia, MD, chose to vacation at a different vacation hotspot: Club Charting Plus.

Dr. Glasser won’t argue that spending his vacation learning a new charting program may seem a bit unorthodox, but looking back, he wouldn’t do it any other way. “That time was invaluable. I can’t even begin to imagine where I would be today if I had spent that time at the beach instead of working with Charting Plus.”

Having decided to leave a large multi-specialty group practice, Dr. Glasser, along with his partner, Dr. Malin L. Howard knew that they wanted to utilize electronic health records from the day their practice opened. “Our interest in EHRs was prompted when the clinic we were with decided to start the process of researching electronic health records. We continued that process when we decided to go out on our own and after looking at several other EHRs, we chose Charting Plus,” Dr. Glasser stated. “The program had two features that we were looking for, easy customization and built in Ophthalmology content. What we were pleasantly surprised with after our purchase was MediNotes obvious commitment to training and the dedication and responsiveness of their staff.”

Knowing that both he and his partner had done their part by learning how to create and customize their own templates, Dr. Glasser turned to the MediNotes Training Department for their guidance. “Because we were starting out with an EHR, we really wanted to take advantage of that opportunity and do things right and make the best use of our time.” And it was this plan that made their implementation process as smooth as it was successful.

Prior to opening Patapsco Eye MDs in November 2004, Dr. Glasser and Dr. Howard knew that detailed and focused training would be the key to their success with Charting Plus. “Initially we purchased four days of on-site training and some additional internet training sessions that we could use on an as needed basis. Once we started looking at the program, we decided that it would be a good idea to split those on-site trainings into two separate sessions.”

The first on-site session with the MediNotes trainer had one focus, training the staff on how to best utilize and customize Charting Plus’ features. To accomplish this, no patients were seen during the first two days of the training. “The first session was really designed to introduce the software to the staff. We wanted to focus on how to best apply the software to our practice,” stated Dr. Glasser.

The second on-site training session was much more interactive. The MediNotes trainer returned for the first two days Patapsco Eye MDs went live with Charting Plus. With seven exam rooms equipped with desktop computers or mini-towers and the two physicians using Tablet PCs, the staff was ready to tackle it’s first electronic encounter note.

“We started off slowly,” explained Dr. Glasser. “For the first few days we only saw two patients per hour, but as everyone’s comfort level with the program increased, we steadily progressed to seeing four to five patients per hour and now, after nearly a year with the program, Dr. Howard and I both see 30-35 patients each day. “ And with the opening of their new clinic in November 2005, Dr. Glasser believes that with a few more staff members that they could see even more patients.

Because Dr. Glasser and Dr. Howard started using Charting Plus from day one, it is difficult to pinpoint the quantifiable benefits of the program. However, they have seen some very obvious advantages to having an EHR. “Our primary care physicians are much happier and I believe that they are sending more patients to us because of our ability to communicate with them,” begins Dr. Glasser. “We are now coding more consultative exams because our referral letters are so much simpler and we save valuable time not searching for lost charts. However, what I find most rewarding is that our patients love it! My partner and I carry Tablet PCs so we are able to have more mobility and direct interaction with our patients and still complete our encounter note by the time the patient is ready to leave the office. Our patients are amazed to find out that by the time they are done checking out, their primary care physicians will have our findings.”

After a year with Charting Plus, Dr. Glasser and his staff could not imagine having to go back to paper. In fact, after a recent issue with their sever, the staff of Patapsco Eye M.D.s had to use paper for a brief period of time and none of them could believe how much they missed Charting Plus. “It’s become a way of life for us,” states Dr. Glasser. “We had a detailed implementation plan and a dedicated staff. We spent a great deal of time up front customizing the program to our needs, but it was time well spent. We’ll see the benefits of this program for years to come.”

   

Richard H. Blau, M.D., F.A.C.R.

One Physician’s Journey Into Automation

As a rheumatologist, I see some patients as frequently as once a week at the Arthritis Institute of Long Island®. A single patient encounter, consisting of office notes, X-ray reports, lab results, flow sheets and correspondence, can generate 10 to 15 pieces of paper. One patient can easily have 500 pieces of paper added to her medical chart every year.

On average, the practice generated 1,000 and 2,000 pieces of paper per week, and I spent two to three hours a day dictating notes for transcription. I am a solo practitioner, yet I had 21 full-time and part-time employees because of the nature of my practice.

EMR With Document Imaging
In April 2003, I purchased Charting Plus, an electronic medical record (EMR) computer system by MediNotes Corp., to minimize dictation time and decrease my dependence on transcription. The EMR had integration capabilities with a medical records document management system, V-chart. Part of the reason I purchased the EMR was the price value, along with the ability to purchase V-chart as part of the system. We installed the EMR in May 2003.

We use other software products, too. PhonePad is used for intraoffice electronic phone messaging, and SnagIt captures the telephone printout from PhonePad in a TIF format, which gets directly imported into the system and becomes part of the patient’s record. ZetaFax provides computer faxing capabilities and integrates with Charting Plus and V-chart, allowing us to fax directly from either program. I can speak with another a physician about a patient’s lab tests and fax him the lab tests from my computer while we talk.

We no longer mail laboratory test results or office visit notes to physicians, but fax them directly from V-chart, which saves us considerably on postage. A copy of the fax is automatically saved into the patient’s medical record for documentation purposes. Incoming faxes are electronically received by ZetaFax, imported into the document management program, then electronically filed into the patient’s chart.

Utilizing a document management system with an EMR lets me store every piece of patient-related paper in my computer system. I can retrieve a patient’s entire record from a PC while seeing the patient in any of my five examination rooms. I don’t have to rifle through pages in a chart to find an intake sheet, lab report or telephone message. I look at the computer and everything is there at my fingertips with a few mouse clicks.

Implementing the new system has changed the dynamics of my practice, and my life, for the better. Overall, we have decreased our administrative payroll by about 40 percent. Together, Charting Plus and V-chart have helped eliminate paper from my practice; today, we are 95 percent paper-free.

One of the biggest helps of this system is having access to all of my patients’ records in the privacy of my home. I installed a secure, HIPAA-compliant virtual private network connecting my home to the office. The secure tunnel allows me to pull up the patient’s entire chart at home if I receive an after-hours call from a patient. I have access to that patient’s complete record, including his photograph, which brings to mind his last office visit. When the patient begins explaining the problem, I can view his entire chart and know exactly what I am dealing with.

Big ROI
The entire software system cost less than $12,000; it paid for itself within months and in the time it has saved me personally. Many physicians talk about saving time and money, but until I experienced the savings for myself, I didn’t realize what automation could do for me.

I save at least two to three hours a day in dictation time and have reduced my dictation time to 15 minutes daily. I have eliminated at least 20 hours a week of dependence on a transcriptionist.

   

As published in Podiatry Management January 2004

Automating My Practice Exceeded My Expectations

When I decided to automate my patient records over seven years ago, I expected an increase in office efficiency, but the actual achievements have gone well beyond anything I could have ever imagined. We grew from one full-time and one part-time doctor to three, full-time doctors without additional support staff. We have reduced transcription costs by at least $25,000 every year. We are able to take digital photographs of the patient's progress and capture those photos in the chart. We respond to referrals with letters that are sent even before the patient checks out, causing primary care physicians to visit our office to see how we can be so efficient with no extra support staff.

All of this has been possible because of Charting Plus, an electronic medical record (EHR) by MediNotes Corporation. Charting Plus is extremely affordable and easy to use, yet its level of sophistication provides features not found in more expensive products.

Practice Needed to Reduce Costs

Foot Care Associates, P.C., is a three-doctor podiatry practice in Hackettstown, New Jersey. We see approximately 400 patients per week in our main location and satellite office. In 1996, my practice was at a crossroads. I had a part-time associate and an increasing patient load. I had the typical one computer office. But due to managed care and declining reimbursements, I felt that we had hit a point of diminishing returns. It was obvious that I needs to reduce costs and automation seemed like the best solution available.

The bulk of our administrative expenses included payroll and transcription costs. It seemed logical to address those issues first, yet I realized that simply cutting staff without first optimizing work processes would adversely affect our quality of care.

Automating our patient records with an EHR would allow us to capture information at the point of the care. We could document a patient visit, sign and close the chart all at the same time, without the time normally needed to dictate, have someone transcribe, review the chart, edit the notes, review the transcription, sign the chart, and so forth. In addition, I felt that our records would be much more secure in an electronic, rather than paper, format. The chance of flood or fire, however remote, lurked in the back of my mind. Losing paper records would be devastating without having an electronic backup.

When I installed Charting Plus, I also purchased a practice management system for billing and scheduling. Now we have a personal computer in every treatment room. We make the diagnosis and enter the appropriate information into Charting Plus during the exam. Progress notes are completed, and referral letters are sent electronically, all from the exam room before patient leaves the office.

Easy to Learn EHR

Charting Plus is a user-friendly system that can easily reflect your own style and workflow without a lot of extra work on the part of the user. One of the key features of the product is that it documents by exception using a simple, pull-down menu method. While I am with a patient, I can quickly click on the chief complaint. A dialog box appears with the relevant choices to describe that particular type of complaint. If I want to change the templated language to match my workflow and my dictation methods, I just change it once, right in the exam room, and the change is permanent.

Digital Pictures in Patient Record

Charting Plus allows me to document patient visits - and their progress - with pictures. I use a digital camera to take pictures of the patient's ailment in the exam room. At each subsequent visit, more pictures are taken and entered into the patient's file. At a glance, I can see how the patient is progressing. This cutting-edge technology has been powerful in allowing Foot Care Associates to raise the bar of standards in patient care.

Increased Efficiencies and Overhead Savings

At the time I bought Charting Plus, I invested approximately $15,000 for hardware and $10,000 for software. I estimate that the system paid for itself in less than one year.

With an automated system, the patient chart is at our fingertips and accessible to authorized users with the click of a mouse. Charting Plus has decreased the time that we spend on sub-processes that are so time-consuming and expensive, such as pulling charts, hunting down lost charts, re-filing charts, pasting dictation into charts ... none of that is now necessary.

Even though my practice continued to grow, I didn't have to add employees for medical records maintenance. And a conservative estimate shows that we are saving at least $40,000 a year overall. In addition to the $25,000 in annual transcription savings, I estimate that we are saving $10,000 in payroll for non-medical staff, and more than $5,000 a year for the time we have saved in handling paper charts.

Secure Records

It is hard to explain the sense of well-being that automated records have given me. There are so many areas that are affected in a positive way by having electronic charts. For instance, Charting Plus helps us comply with HIPAA regulations. The security of the program ensures that only authorized medical personnel can access patient files, and the audit trail tracks every change made to the patient's medical record.

Charting Plus also provides a powerful security measure for disaster recovery, with a data backup feature that you can use with an external back up device of your choice. In our case, we use a Hewlett Packard tape storage system that backs up our data at midnight every day. The tapes are stored at someone's home, away from the office.

Image of Quality

It took about six months to really learn Charting Plus and get into the flow of the program. But the benefits far outweigh the efforts. The cost savings in our overhead alone would make it the right thing to do. But what it has done for our image in the community has been tremendous. The quick referral letter responses and the reviews from patients have resulted in a number of physicians visiting my office to see what we are doing. That kind of admiration is the icing on the cake.

John Guiliana, DPM, is the managing partner of Foot Care Associates, P.C. He is a speaker and author on healthcare management and holds a master's degree in healthcare management. He can be reached at footmds@aol.com .

 

Roger McCartney, O.D.
Ord, NE
Purchase Date: January 2, 2001

Roger McCartney purchased Charting Plus electronic medical records in January, 2001 for his 2 doctor optometry practice. Although he knew the purchase was ultimately the right decision, he chose to wait nearly a year to implement it. It wasn't until the interface was complete between Charting Plus and RLISYS that Dr. McCartney forged ahead with medical records in his office. At that point there was no looking back.

Before buying Charting Plus, Dr. McCartney spent nearly two years looking at EHR systems to add to his practice. The deciding factors turned out to be: structured system for better billing, flexible medical content, ability to synchronize data between locations, consistent/readable records, efficient transcription methods and an interface with RLISYS. Charting Plus fit the bill for all of Dr. McCartney's needs. "When you combine RLISYS with an excellent medical record software (Charting Plus), it's a win-win situation. If you already have RLI, I don't know why you would not integrate."

The rewards were certainly worth the wait. The practice has eliminated $9,000 per year in transcription costs, eliminated one full-time administrative position and reduced the amount of time spent charting after hours. McCartney's partner, Dr. Blair said, "The work left at the end of the day is a lot less than before. I used to have to prepare notes for transcription and review transcribed documents. With Charting Plus the notes are done by the end of the day."

While the system improves workflow and office efficiency, the doctors also feel that it helps them clinically. "The ability to compare the findings with the previous exam, such as IOP and CD ratio, has been extremely helpful. Dr. Blair utilizes the referral letters which has cut transcription time significantly." Dr. McCartney stated. The flexibility of the medical content has allowed the doctors to create and modify templates and exam dialogs to their exact specifications.

Dr. McCartney has always used a scribe to gather information during an exam. This allows him to focus entirely on the patient. He was initially worried about bringing an EHR into the exam room as he was unsure how the patient would respond. Overall both physicians feel that patients are impressed with their charting system. "There's definitely a 'wow' factor with using Charting Plus," notes Dr. Blair, "patients feel better knowing that we are keeping better records."

With Charting Plus in place it is now easier to document phone calls and refill prescriptions. The database allows users incredible access to patient records. Notes are much more complete than before and everything is simultaneously accessible to all of the users over the practice network. The interface allows the office staff to enter patients into RLISYS, and then have the system automatically push the demographics to Charting Plus.

Dr. Blair takes Charting Plus, with the entire patient database, to their satellite offices. While there he is able to access and enter information for all of the patients he sees. When he returns he simply hooks up to the network and synchronizes his mobile database with the main server. This has proven to be an effective and reliable solution without requiring an expensive connection between the two offices.

Being a Midwesterner, Dr. McCartney looked for companies that truly valued their customers and stood behind their products. As a long-time user of their practice management system, RLISYS had won McCartney's trust through their fair and responsive actions. McCartney saw MediNotes as a company that promised great product value and reliable support after the sale. The two systems together are definitely creating more than the sum of the parts for this optometric office.

 

Ivan Jacobs , M.D.
Eye Care & Surgery Center of New Jersey
Warren, NJ
Purchase Date: November 21, 2000

As seen in Health Management Technology, August 2003

Advanced Eye Care of New Jersey has not created a paper chart in over two years even though we see about 3,500 new patients a year. Our records are completely legible and instantly accessible to authorized users with the click of a mouse. We have no more filing. We write prescriptions electronically. We have increased sales of our optical products by 25%. We don't use transcriptionists anymore. We are a completely paperless office and we did it by implementing Charting Plus, a sophisticated, yet easy-to-use electronic medical record by MediNotes.

The entire project did involve time and capital and a commitment on the part of the physicians to use the system. However, the system was extremely easy to learn and we have been able to customize it to suit our exact workflow on an "as-we-go" basis. We have five physicians and three locations, with over 20,000 patient visits per year. Since implementing Charting Plus, we have noticed phenomenal results in terms of time and cost savings as well as increased revenues.

A 20-Year Dream
In the mid-1980's, I saw an EHR system for the first time and dreamed of creating a paperless environment in my own ophthalmology practice. In 1998 I installed a system, but the inflexibility of that software and its database foundation were not functional for this practice. When I later saw a demonstration of Charting Plus, I realized it was exactly what I had been looking for. I purchased and installed the system in 2001.

Charting Plus was interfaced with Medical Manager, our practice management system. We have installed three servers with Windows 2000 for Charting Plus. A terminal server has been added to help with our digital angiography. These are all interconnected via routers and hubs and T1 lines between our main office and satellite locations.

We have experienced important, positive changes within our offices since implementing Charting Plus. Some changes were expected, and some have been pleasant surprises and welcome enhancements to our office efficiencies and processes.

Increased Sales and Savings
Since implementing the system, sales in our optical shops have increased by 25%. I attribute this to the location of our optical shop and our electronic prescription writing through MediNotes. In each location, our optical shop is located at the entrance of the main reception area. When a patient signs out, the patient's prescription is routed directly to the optical shop, making it easier for the patient to stop there and start a conversation with our optical technician.

Prior to implementing the EHR, each physician had an assistant that transcribed everything. With Charting Plus, we were able to reduce our staff by five full-time positions. Now, either the physician or the assistant enters encounter information into the patient's chart during the exam. At the end of the visit, the physician reviews the information for accuracy, signs the note and closes the chart. No further back-end work is necessary to complete the encounter. I estimate that we are saving at least $125,000 a year (not including benefits) on transcriptions and the salaries of five people following our physicians around writing notes. And existing staff members have better of use their time.

There is no more filing. As a result, we are saving at least $2 per patient chart. Assuming we touched half of our patient records only once, we would be saving $20,000. How many times do we file and refile and refile a chart? In reality, that savings alone can add up to substantial dollars every year.

Flexible System Matches Our Style
Charting Plus is flexible and can support the method of documentation used by each physician within a practice, which has allowed all of us to continue with our own data capture methods and terminology.

I like learning about and using new technology, and I developed macros for the descriptive portions of patient visits that were previously typed or written repeatedly. But for my colleagues who were less enthusiastic about using a computer, they found the system to be as simple as selecting a phrase from a drop-down menu and clicking on that box. The proper terminology was incorporated into the patient record.

One of the key features of this system for me is that it can be as simple - or as advanced - as you want it to be. For example, we use digital angiography to capture images of the patient's eye. The fluoroscein testing is done on a separate piece of medical equipment, but the images are automatically linked to the patient's record through Charting Plus. In addition to fluoroscein angiographies, we scan in operative reports, surgery consents, topographies, visual fields, retina tomographs, and pathology reports. All of this information can be retrieved within the electronic patient record and accessible with the click of a mouse. We don't have to pay a staff person to search for these reports in a paper file.

The majority of our pediatric ophthalmologist's caseload involves consultations. With the electronic capture of the information, letters and reports to referring doctors can be expedited and submitted in a more efficient and timely manner. We have received compliments from referring doctors about the timeliness of our reports to them.

Easy Access to Secure Records
We no longer have any wait time for patient records. Information is accessible in real-time to multiple users simultaneously throughout our offices. From any location, authorized users can instantly view information without leaving their workstations. This is especially important to us since we have more than one location. Charts aren't moved physically from location to location anymore, previously a costly and tedious process that often resulted in physicians waiting for key information.

With HIPAA compliance an issue now, we were concerned about transfer charts and having a paper chart lying around the office. Charting Plus is certified HIPAA-compliant. And with all of our information stored in a secure, centralized electronic location, as well as a written audit trail of who has accessed a chart, we feel confident about our HIPAA compliance.

Enhanced Claims Processing
Rapid access to patient information means less days in Accounts Receivable for our practice. Our revenue is captured quickly and completely, and claims are billed on the day the patient is seen. Our normal level of A/R days outstanding for the practice is in the low 30s, compared to a national average in the high 50s.

Many insurance companies request photographic information for additional documentation before claims payment is released. Previously, charts had to be retrieved, copied and submitted to the insurance companies. With Charting Plus, the information can be retrieved and submitted electronically, resulting in less work and quicker payments.

I'll Never Go Back to Paper
Choosing Charting Plus was one of the best decisions I've ever made about my practice. We have achieved our objectives and created a truly paperless office. My dream is now a reality -- I no longer have charts stacked on my desk. I feel more in control and have a great sense of accomplishment. Colleagues and patient are astounded by how modern, efficient and smooth our operations are. Our staff and physicians are thrilled with the system, and I will never go back to paper.

If you would care to read more Case Studies regarding Medinotes please contact us.
 
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