S2E6: KLAS Patient Voice Collaborative (ft. Sara Meinke, Baptist Health, Jacksonville)

Sara Meinke, Sr. Director Enterprise IT Ambulatory Network Innovation at Baptist Health, Jacksonville, discusses the KLAS Patient Voice Collaborative

Transcript:

0:0:0.0 –> 0:0:3.870
Jordan Cooper
We’re here today with Sarah Minky Baptist Health Jacksonville.

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Jordan Cooper
She’s a senior director and enterprise IT Ambulatory Network and innovation about this health Jacksonville for our listeners about this health is a health system based in Jacksonville, FL.

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Jordan Cooper
The operates 7 hospitals and 200 ambulatory clinics.

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Jordan Cooper
The system has 1100 beds, 2400 providers and 15,000 employees.

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Jordan Cooper
Sarah, thank you so much for joining us today.

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Meinke, Sara J
Thank you for having me.

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Meinke, Sara J
I certainly appreciate it, Jordan.

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Jordan Cooper
Sure.

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Jordan Cooper
So, UM, we’re going to cover 2 main topics today.

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Jordan Cooper
One is gonna be the patient voice collaborative.

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Jordan Cooper
Where?

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Jordan Cooper
Baptist Health Jacksonville has been seeking patient input into driving it initiatives, and then we’re going to be discussing business systems transformation.

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Jordan Cooper
So just to get started here and the patient voice collaborative, I understand you’ve partnered with class recently and you’ve surveyed patients on technology perceptions and utility of technology.

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Jordan Cooper
I’d love to hear some of the lessons learned.

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Jordan Cooper
Some of your objectives, what kind of led to that initiative?

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Jordan Cooper
And I think our listeners would be really interested in kind of how that has impacted your execution of your IT strategy about this health, Jacksonville.

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Meinke, Sara J
Yeah, absolutely.

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Meinke, Sara J
So we were approached by class one of five organizations that were selected to partner or at least a offered to partner and develop a development of an inaugural survey for the patient voice.

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Meinke, Sara J
So long time we’ve gotten feedback related to encounter based care and other different surveys mechanisms to essentially define what our Net Promoter score is.

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Meinke, Sara J
But we’ve had little insight into how patients perceive the technologies that were deploying across our organization.

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Meinke, Sara J
Sometimes you think you’re doing the best for your patience.

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Meinke, Sara J
So with respect to, hey, we’re gonna deploy this new app or you’re gonna have the ability to see your physician on online.

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Meinke, Sara J
And we think that it’s going to be something that’s highly desirable and this right here has given us a little bit of that deeper insight that led us to go are we really meeting the patients where they need to be met?

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Meinke, Sara J
Are we providing them with the tools that are necessary with what they perceive as their best way to engage their clinician?

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Jordan Cooper
That’s.

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Meinke, Sara J
So this definitely allowed us the opportunity to dig into some of those insights based off of, of course, our end was small.

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Jordan Cooper
Yeah.

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Meinke, Sara J
It’s the first survey, so it’s really establishing our baseline here, but it certainly I think opened up the curtain a little bit behind what our patients are thinking and feeling and how they want to participate in their care from a technology perspective.

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Jordan Cooper
So when we’re talking about the survey, I think some of our listeners may be interested in learning who created this survey, how was it implemented, who’s responsible for implementing it?

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Jordan Cooper
And then what was the fiscal note attached to that survey was there that there have to be a budget allocated, you know, which departments kind of had to check off on what topics would be included?

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Meinke, Sara J
Sure.

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Jordan Cooper
How did that hold process work?

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Jordan Cooper
Yeah.

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Meinke, Sara J
So I can start with the easy one, so fortunately from a fiscal perspective, since this was inaugural, we got to participate for free, not to say that that would be something that other organizations might have a dollar or price tag associated to at some point in the future.

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Meinke, Sara J
If this does really gain the traction that we think it’s going to, but class, the patient voice collaborative segment in particular helped to orchestrate, but a A, I would say a collection of things from the five different organizations that help to inform and structure their survey.

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Meinke, Sara J
So we actually had the unique opportunity to draft out questions and and and put that together as as a cohort.

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Jordan Cooper
Hmm.

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Jordan Cooper
So with and where these other organizations from across the United States.

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Meinke, Sara J
They were, yeah.

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Meinke, Sara J
So, you know from Kansas to California to Florida and you we had the broad spectrum of I think the country represented in geographic areas, which I think was telling was some of our survey results when we compared our organizations, we had the social sentiments here in in Florida, I touched on some of the you know, hey, we think we’re deploying the right technology solutions, but it was it was very informing that our patients don’t necessarily want to engage with their providers by way of a digital modicum.

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Jordan Cooper
Umm, how so?

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Jordan Cooper
We.

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Jordan Cooper
I’m in.

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Jordan Cooper
I’m interested in the findings, but before we get to the findings I’m interested since we’re on the creation of the survey, kind of what we’re.

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Jordan Cooper
Could you give us a taste of some of the flavor of the questions?

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Meinke, Sara J
Sure.

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Jordan Cooper
And did you find any variance in the objectives of the different of the four other organizations?

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Meinke, Sara J
So for example, there was a California based organization and what they were doing was very transactional in nature.

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Meinke, Sara J
Like I want to get in.

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Jordan Cooper
This.

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Jordan Cooper
And.

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Meinke, Sara J
I want to get out and like the fastest way to see my provider, whereas with our patients in particular they said absolutely not.

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Jordan Cooper
Umm.

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Meinke, Sara J
We wanna see our patients, our providers in person versus that very transactional relationship here in the South I suppose.

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Meinke, Sara J
And and I’ve been here in my entire life.

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Jordan Cooper
OK.

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Meinke, Sara J
We’re a bit more, you know, soft and and I, I would say desire that that soft touch from our physicians and having that face to FaceTime is you know significantly important.

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Jordan Cooper
Interesting.

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Jordan Cooper
So there are regional differences in kind of the responses.

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Jordan Cooper
So.

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Jordan Cooper
So I think what you’re what you mentioned earlier that you wanted to learn from patients, consumers to align to meet their technology to meet their needs with your technology stack, I suppose.

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Jordan Cooper
And you’re interested in creating a more human centered design and that learn what patient perceptions were you’ve previously had?

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Jordan Cooper
Patient reported health outcome surveys you’ve had, but he just scores, but never have you previously gotten patients insights on what they want from their technology.

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Jordan Cooper
So what were some of the key findings?

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Jordan Cooper
It sounds like you have some regional disparities with whether they have a preference or seeing meeting in person versus just having a quick transactional encounter with their provider.

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Jordan Cooper
What were some of the other findings that you found from this survey?

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Meinke, Sara J
So you know what we found as far as our our patients, there was a, you know obviously the desire to communicate and meet with your your provider and in person.

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Meinke, Sara J
We also found that the desire for increased flexibility around managing their own care was highly desired.

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Meinke, Sara J
You know, interestingly enough, there was a shared sentiment amongst all the organizations and I think this is a struggle that many of your listeners can relate to is that is self scheduling.

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Meinke, Sara J
So you know, finding that sweet spot of being able to do that on demand care versus I’m gonna pick up the phone, call the provider, hopefully get in to be seen within the next couple of months versus when I need it at that point in time.

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Meinke, Sara J
So that was definitely a shared sentiment.

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Meinke, Sara J
Additionally, I’m another interesting thing was on patients that did not see themselves technologically savvy.

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Jordan Cooper
OK.

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Jordan Cooper
Yes.

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Meinke, Sara J
I guess my per se I’m is that they felt that organizations were essentially shoving the technology, you know, to them without getting their input on.

0:7:44.810 –> 0:7:45.900
Meinke, Sara J
Hey, this makes sense.

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Meinke, Sara J
I mean, we have so much opportunity organizationally to tap into, you know, patient experience counsels and really have them serve as that incubator even with our employees, right, our employees, our patients, we have this built in incubation tank that we can you know trial these things out prior to deploying to the broader public.

0:8:8.770 –> 0:8:12.220
Jordan Cooper
So you mentioned there’s a number of different responses.

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Jordan Cooper
It seems like it varied across different organizations, but patients generally wanted more communication with physicians, more appointment flexibility.

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Jordan Cooper
I’m wondering how these survey responses have affected Baptist Health, Jacksonville, IT strategy and vision.

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Meinke, Sara J
Absolutely.

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Meinke, Sara J
So it’s actually, uh, a great question and it’s something that, you know, one of the key things after we’ve concluded the survey, we evaluated the responses and have backed it into our strategic pillars.

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Meinke, Sara J
So making sure that we’re carving out those core Nuggets that we can make a market difference and how we’re deploying our technology solutions into the patient populations that we serve, but also ensuring that it aligns with our organizational strategy.

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Jordan Cooper
Right.

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Jordan Cooper
UM, I’d like to pivot now to the other topic that we were going to discuss today on the topic from with organizational strategy, I’d like to talk about business systems transformation in particular, enterprise resource platforms and workforce management.

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Meinke, Sara J
Sure.

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Jordan Cooper
I know that you have two initiatives right now and it’s not even necessarily being led by it, but it is critical to both ERP and WWFM and I’d like to know kind of some of the integration challenges kind of what your current state is, what your desired future state is and how you’re going to get there.

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Meinke, Sara J
All right.

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Meinke, Sara J
Well, this is always a fun filled on diagram, so I’m gonna this is gonna be part of our why?

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Jordan Cooper
OK.

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Meinke, Sara J
You know, with that ERP and and WFM in particular and and by the way, we’re just off the heels of our EPIC implementation.

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Meinke, Sara J
So we went live back in August of 2022 and had this year Cadillac of an EHR platform.

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Meinke, Sara J
And you know, this is what we have in our our business space today.

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Meinke, Sara J
So just really quickly, I’m gonna flash this up.

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Meinke, Sara J
As you can see, this is a very complex transaction area environment that is not going to be nimble or flexible enough for what we need.

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Meinke, Sara J
With the growth trajectory that Baptist Health is on, so when I think about, you know, this is just one application, all of these lines and everybody knows our HL 7’s, our eftps, again, I go back to very transaction, airy business models and we need to be able to flip that script and have solutions that are going to match nicely to our EHR and complement it where we can make informed business decisions.

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Meinke, Sara J
While on the instream provide cost effective and quality care.

0:10:52.890 –> 0:10:54.270
Jordan Cooper
Let me pause for a second.

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Jordan Cooper
For our listeners are listening to this podcast and are not viewing the video right now.

0:10:59.760 –> 0:11:13.950
Jordan Cooper
Sarah sharing a a slide of an application profile for PeopleSoft and it has a 2-3 concentric circles of PeopleSoft in the middle, and then it has about 50 smaller circles with different arrows in the periphery.

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Jordan Cooper
All pointing into PeopleSoft.

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Jordan Cooper
So Sarah, so your your, your current state, you said your you have this epic implementation, you have a lot of high growth trajectory.

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Jordan Cooper
I guess there’s M&A activity, there’s expanding your market share, your current state, you have bifurcated systems, you lack integration access to robust analytics that drive data driven decisions and you’re looking to unify your platforms, maybe moving to new vendors.

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Jordan Cooper
But I’m interested kind of.

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Jordan Cooper
How are you going to get from here to there?

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Meinke, Sara J
All that’s the perfect segue.

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Meinke, Sara J
So without uh, you know, any initial investment in really rethinking your current state, you have to take that deep dive analysis and understand how the operations or your business processes are running today.

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Jordan Cooper
It’s.

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Meinke, Sara J
So we have invested a significant amount of time over the course of this past, I would say 10 months.

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Meinke, Sara J
Just looking at policy and procedures, understanding what our pay practices are and really doing some partnered work with operations.

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Meinke, Sara J
Let me get to the next one.

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Jordan Cooper
Sure.

0:12:29.20 –> 0:12:36.660
Meinke, Sara J
So this is another lovely depiction of some of the the pre work that has to be done in order to.

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Meinke, Sara J
Really put in a system and solution that is going to make a difference in the way I’m we’re we’re doing business overall.

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Meinke, Sara J
Healthcare, you know, of course, you know we’re in it for the patient, but you also have to have the on the financial and business mindset that you know you have to, you know, meet your margins as well just as any other for profit business would.

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Meinke, Sara J
Yep.

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Jordan Cooper
So would you mind describing this slide that you’re presenting to us and kind of your pathway forward to unify the different platforms either through work day through Ukg Pro and how you’re reconciling the business end of running Baptist Health Jacksonville with providing care to patients?

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Meinke, Sara J
Absolutely.

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Meinke, Sara J
So I’m for folks that are not seeing the visual.

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Meinke, Sara J
As you know, there’s a a common theme from time to time that folks reflect an iceberg, and this certainly is an iceberg.

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Meinke, Sara J
And and it is just a small part of that equation.

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Meinke, Sara J
Much of what we’re doing as far as the legwork is centered around on realigning our processes and policies, procedures.

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Meinke, Sara J
So for example, we have 20.

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Meinke, Sara J
I think it’s 28 different attendance policies that we need to get down to one.

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Jordan Cooper
OK.

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Meinke, Sara J
So if we continue to move forward with these, uh, you know, fragmented, you know, processes or fragmented policies, we’re never going to get to that accountable leadership that is so desired to make sure that we’re effectively running a business.

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Meinke, Sara J
So on that journey, once we essentially unpack everything, align the IT part should be pretty easy.

0:14:15.250 –> 0:14:23.380
Meinke, Sara J
So when you have all of those business processes and rules well defined, it’s gonna make for a much more simplistic and seamless implementation.

0:14:24.230 –> 0:14:35.460
Jordan Cooper
So I’m hearing that there is a lot of fragmentation across the organization and prior to doing a large business system transformation, you’re looking to standardize certain policies across the organization.

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Jordan Cooper
I’m sure there’s a lot of pushback, a lot of kind of territorial defensive postures that you may see from different departments.

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Jordan Cooper
How politically do you navigate the imposition?

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Jordan Cooper
Is it a top downstairs position?

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Jordan Cooper
Is there a committee that everybody’s kind of slowly coalescing together?

0:14:53.620 –> 0:15:2.250
Jordan Cooper
How are you able to take an amalgam of different policies where probably many people wanna stick with their own policy and they want the other departments to change?

0:15:2.560 –> 0:15:3.310
Meinke, Sara J
Exactly.

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Meinke, Sara J
I’ve right?

0:15:3.800 –> 0:15:5.230
Meinke, Sara J
That’s a quandary.

0:15:5.240 –> 0:15:17.230
Meinke, Sara J
I think that we’re all contending with from time to time, but fortunately we’ve had strong top down leadership that sees the importance of doing this work.

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Meinke, Sara J
We have tapped into our key executive leaders ranging from our physician enterprise, our Chr O is our executive sponsor for the overall business transformation effort, which I think is a critical piece of like getting all of the the parties to work together and you know making sure that hey, we’ve got to come to some common terms.

0:15:41.150 –> 0:15:43.340
Meinke, Sara J
So there will be some degree of compromise.

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Meinke, Sara J
I think a huge part of this Jordan is going to be centered around change management of which we’re not underestimating.

0:15:50.430 –> 0:16:0.150
Meinke, Sara J
We’re starting to change management now and we’re still rounding out our Phase zero around our transformation efforts, which I think is a huge.

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Meinke, Sara J
I’m a critical piece that is gonna position us for success going forward.

0:16:5.960 –> 0:16:18.880
Jordan Cooper
What is your timeline to one identify those new vendors, contract with them, standardize all your processes across the organization and then fully implement and migrate to these new solutions.

0:16:19.460 –> 0:16:19.770
Meinke, Sara J
Yeah.

0:16:19.780 –> 0:16:31.230
Meinke, Sara J
We’re on a 30 month timeline, so we’re also accounting for some of that work and we’ve been very transparent with the vendors we’ve selected.

0:16:31.240 –> 0:16:37.830
Meinke, Sara J
As you mentioned, work day and and ukg so they know that these transformation efforts and alignment efforts are underway.

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Meinke, Sara J
So they have been a significant piece of what’s our hard line in the sand to have this work done by.

0:16:45.100 –> 0:16:45.600
Jordan Cooper
This past.

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Meinke, Sara J
So I would expect majority of this work to be done within the next 12 to 13 months.

0:16:50.130 –> 0:16:57.20
Meinke, Sara J
So we can make sure that it stays in line with meeting our our target implementation of spring 2026.

0:16:57.860 –> 0:17:6.350
Jordan Cooper
So it’s interesting that you have chosen to do this organizational wide policy standardization effort on the heels of an epic implementation.

0:17:6.360 –> 0:17:15.110
Jordan Cooper
It sounds like you gave everyone a year and a half to kind of adjust to the new epic workflows, and then we’re going to go into a new initiative.

0:17:15.180 –> 0:17:22.340
Jordan Cooper
I wonder if there were any lessons learned from the epic implementation that you’re able to apply and help streamline your business transformation efforts.

0:17:22.700 –> 0:17:23.690
Meinke, Sara J
Absolutely.

0:17:23.700 –> 0:17:31.850
Meinke, Sara J
So that was one of the first things that that we tapped into unfortunately, fortunately or unfortunately, I think it depends on how you phrase it.

0:17:31.860 –> 0:17:36.90
Meinke, Sara J
I I lived and breathed the command center, so I got to see that frontline.

0:17:36.100 –> 0:17:50.320
Meinke, Sara J
I was responsible for managing that, so seeing all of the different issues that were funneling in, whether that was in particular role based security, right, that’s always always always one of the gotchas.

0:17:50.470 –> 0:17:57.960
Meinke, Sara J
So we are, you know, in lockstep with our information security team to ensure that they are pulled in early on.

0:17:57.970 –> 0:18:4.420
Meinke, Sara J
So we can make sure that role based access and everything is ticking tied before we even get to go.

0:18:4.980 –> 0:18:6.140
Meinke, Sara J
And that’s one piece.

0:18:6.490 –> 0:18:13.920
Meinke, Sara J
Epic has also afforded us with a number of different I I I would say communication pathways.

0:18:37.350 –> 0:18:37.570
Jordan Cooper
That.

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Meinke, Sara J
So when you think about or if anybody’s gone through a go live with Epic, Go live readiness assessments and making sure that the entire leadership team top down to our managerial or even team lead levels has a full understanding and visibility and to you know the and the the critical pieces that will be the the success factor, right.

0:18:39.430 –> 0:18:55.880
Meinke, Sara J
So making sure that everybody knows what those risks are and what our mitigation tactics are, and we’re applying that, we’ve done that in actually a couple of different implementations ranging from construction to now our business systems transformation that will be essentially a standard going forward.

0:18:56.390 –> 0:19:1.300
Jordan Cooper
Sounds like visibility and transparency into key metrics and definition for success.

0:19:1.310 –> 0:19:5.790
Jordan Cooper
And what the risks are was key to the success of their transformation.

0:19:6.320 –> 0:19:6.910
Meinke, Sara J
Absolutely.

0:19:7.760 –> 0:19:11.950
Jordan Cooper
So we are approaching the end of this podcast episode.

0:19:12.80 –> 0:19:35.130
Jordan Cooper
I’d like to ask if if you want reflect on our topics of incorporating patient boys into IT development, strategic initiatives and also kind of the lessons learned from your business systems transformation use case going forward in the coming 2 1/2 years, you’ve mentioned about standardization, visibility, transparency with patients.

0:19:35.140 –> 0:19:38.600
Jordan Cooper
You said they’re interested in having more in person interaction.

0:19:38.610 –> 0:19:46.790
Jordan Cooper
More flexibility and scheduling any kind of surprises or unexpected lessons learned that you think might benefit the listeners to this show right now?

0:19:47.460 –> 0:19:47.790
Meinke, Sara J
Yeah.

0:19:47.800 –> 0:19:58.470
Meinke, Sara J
The one thing I I would touch on is, you know, making sure that and like I mentioned, there’s a lot of partnered leadership that has emerged.

0:19:58.480 –> 0:20:2.150
Meinke, Sara J
You know whether that’s dialed leadership with administration and physicians.

0:20:2.620 –> 0:20:13.10
Meinke, Sara J
I think that his blood over into, you know, project work where you have it that’s now taking that back seat versus, you know being the person that’s driving the effort.

0:20:13.20 –> 0:20:17.670
Meinke, Sara J
I think by default for many years it has been pegged as.

0:20:17.860 –> 0:20:22.530
Meinke, Sara J
You know who’s going to lead an effort versus it being operationally driven?

0:20:23.40 –> 0:20:31.30
Meinke, Sara J
I am I prefer to be a trusted advisor that’s going to help inform and guide our our operational partners.

0:20:31.40 –> 0:20:34.470
Meinke, Sara J
That’s going to, you know, ensure that they’re successful.

0:20:34.480 –> 0:20:43.560
Meinke, Sara J
Their teams are successful versus me having the glory and accolades for putting something in that was not going to be well received.

0:20:43.750 –> 0:20:47.50
Meinke, Sara J
So that’s the one thing that I would share.

0:20:47.60 –> 0:20:47.860
Meinke, Sara J
That’s Evan.

0:20:47.870 –> 0:20:55.830
Meinke, Sara J
Creasing importance is making sure that you’re that trusted advisor for your business partner, and that’s what the respect to project management.

0:21:5.650 –> 0:21:5.800
Jordan Cooper
Yeah.

0:21:19.640 –> 0:21:19.880
Jordan Cooper
Yes.

0:20:55.920 –> 0:21:21.90
Meinke, Sara J
So thinking about, uh, you want me to touch on patient voice and you know, I I believe that it is A and necessity to understand what your patients and the population that you serve and you know desire I can tell you as a parent of a child that was a high risk cardiac kid.

0:21:21.700 –> 0:21:34.720
Meinke, Sara J
I’m having those key pieces of information at my fingertips to alleviate and allay some of the anxiety that I was feeling as I was navigating and extremely complex healthcare journey.

0:21:35.550 –> 0:21:50.910
Meinke, Sara J
And I take it very, you know, personally and seriously to ensure that we’re really looking at that and I’m approaching it from a different lens outside of what the organization desires to push out to those that they serve.

0:21:51.770 –> 0:21:53.820
Jordan Cooper
I appreciate your insight, Sarah.

0:21:53.830 –> 0:22:10.980
Jordan Cooper
I I see a commonality to both of your responses about the lessons learned, which is essentially you put yourself in someone else’s shoes, whether it be the operational business owners across the organization or in the patient shoes as the parent of a patient of a child with certain needs.

0:22:10.990 –> 0:22:19.820
Jordan Cooper
So I appreciate the the level of empathy that you offer and and how that can drive it strategy and vision.

0:22:19.830 –> 0:22:23.50
Jordan Cooper
So thank you for joining us for our listeners.

0:22:23.60 –> 0:22:30.410
Jordan Cooper
This has been Sarah Meinke about this health Jacksonville, the senior director at Enterprise IT Ambulatory Network innovation.

0:22:30.520 –> 0:22:31.830
Jordan Cooper
So thank you, Sarah.

0:22:31.840 –> 0:22:32.770
Jordan Cooper
So much for joining us today.