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Improving Outcomes Increasing Value through Institutional Development

Dr. Tonmoy SharmaChief Executive Officer

Sovereign Health

The Sovereign Way

• “Sovereign Health is known for following an effective plan when

treating individuals recovering from mental health disorders,

addiction and co-occurring conditions. Our philosophy known as

The Sovereign Way follows a commitment to individualized,

clinically driven and evidence-based treatment for our patients.

Sovereign uses cutting-edge technology and high-quality treatment

methods to provide each member of our many programs with the

tools needed for a lasting recovery.”

Sovereign’s Treatment Services

• Substance Use/ Dual Diagnosis• Mental Health• Cognitive Impairment• Eating Disorder• Chronic Pain• Nutritionally Assisted Detox

Patients ServedGender Specific Treatment Programs

• Adolescents (12 to 17 years old)

• Adults (18 years and older)

• Older Adults (Men 55 years and older)

Treatment Services- Market Differentiators• Facilities Dually Licensed

• Substance Use / Dual Diagnosis• Mental Health (no substance use)

• Joint Commission Gold Seal Certification• Cognitive Impairment - • Broad Continuum of Care (Detox / Residential / PHP / IOP)• Geographically Dispersed Facilities

•Who We Serve

Behavioral Health Patients & Treatment Services

Sovereign’s Rapid Launch and Expansion• Mental Health Patients represent 2/3 of all Behavioral Health

patients• Mental Health Treatment Options in short supply• Sovereign Facilities with Dual Licensing gave us accelerated

exposure – still does • Substance Use / Dual Diagnosis = 65% of Sovereign’s Patients• Mental Health (no substance use) = 35% of Sovereign’s

Patients

•Sovereign Expansion

Inc. 5000• What is the Inc. 5000?

Every year since 2008, Inc. Magazine has published a list of America’s 5,000 fastest growing private companies.

• Sovereign was included in:20142015

• Growth Rate DataThe 2015 rankings placed Sovereign Health in the top 23 percent of all the ranked companies. Sovereign has compiled an impressive three-year growth rate of 365 percent. In all, the company added 440 jobs increasing its total workforce to 540.

How Did Sovereign Do ItThe Three P’s

• People – Sovereign Staff – Take care of them first – they take care of their patients

• Patients – Provide quality care & customer service to the people we serve

• Profits – with sufficient attention to your staff and patients, with proper financial management, profits will follow

• Corporate Structure• Developing a corporate structure this is: robust, scalable, and nimble enough

to accommodate rapid growth and change is vital

•The Sovereign Franchise Model

The Franchise Model• Shared Mission & Treatment Philosophy

• Common Treatment Programs

• Common Staffing Plan

• Well defined Policies & Procedures

The Franchise Model• Shared Services

• Information Technology (IT)• Human Resources (HR)• Admissions• Marketing / Public Relations / Corporate Communications• Outreach• Learning Management System• Purchasing

• The purpose of these elements and services is to increase your quality of care and treatment outcomes

Improving Outcomes• Measurement Based Assessment and Care• Focus on Delivering Quality Treatment Services

• Accurate Diagnosis and Assessment• Multi-disciplinary team• Detailed Assessment of Psychopathology• Cognitive Testing

• Trained Medical Staff – Addiction Psychiatry• Trained Clinical Staff

• Institutional Development

Institutional Development• Clearly define business goals and

objectives• Detailed Operation Policies and

Procedures• Enterprise Level IT Infrastructure

• Robust and scalable• Patient Information Management

System (PIMS)• The OROP concept: One

Record One Patient Integrated with your:

• CRM (Customer Relationship Management software)

• Admissions• Finance

• Electronic Medical Records• Select a therapist

• Schedule patient appointments

• Biopsychosocial (BPS)• Individual Sessions

• Group Sessions• Authorized Utilization Review

(UR) Forms• Patient Advocate• Discharge Plans

• Operations• Customizable Reports

Institutional Development – Shared Services

• Marketing• Strategy• Messaging• Marketing Events

• Conferences• Continuing Education (CE)• Continuing Medical Education

(CME)• Continuing Legal Education

(CLE)• Networking Events• Webinars

• Digital Media• Websites

• Branded Sites• Microsites

• Social Media• Distribution Platforms

• Computer• Mobile

• Search Engine Optimization (SE)

• Public Relations Services• National / Regional / Local• Government Relations• Business Associations• PR Campaign Design and Execution

• Corporate Communications• Employee Engagement• Corporate Newspaper

• Content Development• U.S Team (San Clemente)

• Managers / Editors• Medical Writers / Staff Writers

• India Team• Manager / Editors• Staff Writers

• Production Services• Video Studio & Control Room (San

Clemente)• Editing (2 US / 2 India)• Motion Graphics (Outsourced)

Communications

Institutional Development – Shared Services• Human Resources

• Hiring• Performance Reviews• Personnel Issue Resolution

• Talent Acquisition and Development• Employee Advocates• Personal Development Plans• If not the right fit…. Realize early

• Engaged Employees• Hire for the WHY

• In most cases you can teach them the ‘how’ and the ‘what’

Delivering Excellence Legacy to Inspire

Sovereign Health Group Innovations

• Information technology has made significant contributions to medical Industry , where innovation plays a crucial role in sustaining holistic well being of the patient.

• The scope of these emerging technologies is breathtaking and may sound futuristic , but , Sovereign Health Group has developed and brought these Enterprise level Innovations into its widespread use , a game changer in behavioral health sector.

We’re losing the relay race

Hirotaka Takeuchi and Ikujiro Nonaka, “The New New Product Development Game”, Harvard Business Review, January 1986.

“The… ‘relay race’ approach to product development…may conflict with the goals of maximum speed and flexibility. Instead a holistic or ‘rugby’ approach—where a team tries to go the distance as a unit, passing the ball back and forth—may better serve today’s competitive requirements.”

•Scrum is an agile process that allows us to focus on delivering the highest business value in the shortest time. •It allows us to rapidly and repeatedly inspect actual working software (every two weeks to one month).•The business sets the priorities. Teams self-organize to determine the best way to deliver the highest priority features. •Every two weeks to a month anyone can see real working software and decide to release it as is or continue to enhance it for another sprint.

Scrum in 100 words

Scrum has been used by:•Microsoft•Yahoo•Google•Electronic Arts•High Moon Studios•Lockheed Martin•Philips•Siemens•Nokia•Capital One•BBC•Intuit

•Intuit•Nielsen Media•First American Real Estate•BMC Software•Ipswitch•John Deere•Lexis Nexis•Sabre•Salesforce.com•Time Warner•Turner Broadcasting•Oce

Scrum has been used for:• Commercial software• In-house development• Contract development• Fixed-price projects• Financial applications• ISO 9001-certified

applications• Embedded systems• 24x7 systems with 99.999%

uptime requirements• the Joint Strike Fighter

•Video game development•FDA-approved, life-critical systems

•Satellite-control software

•Websites•Handheld software•Mobile phones•Network switching applications

•ISV applications•Some of the largest applications in use

Characteristics• Self-organizing teams• Product progresses in a series of month-long “sprints”• Requirements are captured as items in a list of “product

backlog”• No specific engineering practices prescribed• Uses generative rules to create an agile environment for

delivering projects• One of the “agile processes”

Putting it all together

A sprint burndown chartHo

urs

What is Agile

• A set of software best practices strung into an official set of principles in 2001 as the Agile Manifesto.

• Principles of Agile:• Individual and interactions over processes and tools• Working software over comprehensive documentation • Customer collaboration over contract negotiation• Respond to change over following a plan

Unique Feature of PIMS Works on the concept of OROP (One Record One Patient) and

provides user friendly single page feature.

Integrated with Salesforce – Information flows from Salesforce to PIMS automatically.

Integrated with GPS enabled chauffeur mobile application

Has unique feature of daily update of patient i.e. EOSR, Medication Audit Log, Incident Reports and infraction/rewards details like features.

Report generation feature for senior management.

Patient Information Management Services (PIMS)

The Patient Information Management System is a customizable and robust software system that can manage multiple users involved in direct/indirect care of patient by capturing real time information about the patient .

12

3

Active Patient Scheduler

Reports

Activity Dashboard

4

Logins in PIMS :

• Client Care Specialist • Intake• Clinician• Clinician Supervisor• Utilization Review ( UR)• Case Manager• House Manager• Finance• Patient Advocate• Re- admit

Intake : Appointment Scheduling• Step 1 : Select the clinician

Step 2: Book an appointment

Step 3: View appointments for all locations – Centralized Scheduling

Intake : Bed Booking

Clinician Login : Filling the BPS/CR – Approval by Supervisor

UR login : Authorize the BPS/CR

UR Form :

Daily Update of Patient by Case Manager/House Manager

Finance Login / Patient Advocate Login

Report Generation :

Bed Availability Report

Innovations at Sovereign Health Group

PIMS

Chauffeur’s mobile app

Patient Information Management Services (PIMS)

The Patient Information Management System is a customizable and robust software system that can manage multiple users involved in direct/indirect care of patient by capturing real time information about the patient .

12

3

Active Patient Scheduler

Reports

Activity Dashboard

4

Chauffeur's Mobile Application

• Ensures patient is safely Picked & Dropped

• Intimate both, Family and Facility at real time about the Pick & Drop through GPS tracking and SMS alert

• Real time Information flow about the transportation for the patient

• Enables the Chauffer to manage the Pick and Drop

Chauffeur's Application Flow

How Chauffeur’s mobile application works

Innovations in pipeline …………………………………• Sovereign Interactive Portal – Referring Physician

• Appointment Scheduling mobile application

• Customized Sovereign Electronic Medical Record system.

• Sovereign Lead Generation system

Summary

• Mission – Driven by our WHY• Clearly Defined:

• Business Goals & Objectives• Policies and Procedures

• Measurement Based Assessment and Care• Evidence based Care• Enterprise level IT Infrastructure• Shared Services• Project Management Based approach to Health Care • Franchise Model• Excellence in Care • Our PEOPLE

Never Forget The Three P’s

People

Patients

Profits

Thank You

For More Information• CALL:

•800.637.1031• OR VISIT:

•www.sovhealth.com