Below is a real-life example of a health center issue and the subsequent solution implemented. We hope case studies like this one generate ideas or create the thought process you need to arrive at solutions to the issues your health center currently faces.
Problem
Untimely and Poorly Designed Productivity Reports:
When revenue-generating departments in a health center have to wait a month or more to get a report on how they are performing relative to budget, they lose valuable time to take corrective action. The sooner productivity data are available, the better. Equally important is the manner in which the data are presented. We sometimes focus on traditional methods to the detriment of the health center.
Solution
Zero-Line Productivity Report:
When confronted with the issue stated above, CEO and founder of 330Talent, Rob Rioux, created a report that tracked productivity by department on a weekly basis, which helped provide timely information.
In addition, the report was designed to show the number of completed visits as a gain or loss compared to budget on a weekly basis where the budget was interpreted as zero. It also shows the cumulative visits against budget so you know where you stand at any point in time.
For example, if Pediatrics was budgeted to see 125 visits a week, Rob set the calculation in the spreadsheet to establish the 125 as zero value and then calculated each week’s visit volume against the budgeted amount. Weekly visits are in BLUE, and the cumulative totals are in GREEN. Here is how the report looked:
Benefit
As you can see, the results are immediately apparent.
For the reader, no guess work, no need to do math – they see the results of each week and whether or not they are positive or negative to budget, both for the week and as a cumulative total.
If the department failed to meet its budget target, they now know those visits have to be made up and they know sooner than they otherwise would have.