Charisma Salus The Gift of Health. Why is it needed? As a volunteer-based, physician-led initiative...

Charisma SalusCharisma Salus

The Gift of HealthThe Gift of Health

Why is it needed?Why is it needed?

As a volunteer-based, physician-led As a volunteer-based, physician-led initiative to expand access to health care initiative to expand access to health care for low-income, uninsured people, you offer for low-income, uninsured people, you offer your community your community Charisma SalusCharisma Salus (the gift (the gift of health). To support your community’s of health). To support your community’s health care providers in offering this gift, health care providers in offering this gift, you must have a robust computer program you must have a robust computer program that tracks the patients receiving care and that tracks the patients receiving care and the providers donating their services. You the providers donating their services. You must have a computerized system that must have a computerized system that your team can easily understand and your team can easily understand and utilize.utilize.

Why is it needed?Why is it needed?

Time is important, you don’t need to Time is important, you don’t need to spend your time juggling spend your time juggling Spreadsheets, Access databases Spreadsheets, Access databases and Word Files trying to keep your and Word Files trying to keep your paper work in order.paper work in order.

Data must be captured effectively to Data must be captured effectively to generate reports for advisory boards, generate reports for advisory boards, funders and other decision makers.funders and other decision makers.

Where did it come from?Where did it come from?

Project AccessProject Access in Wichita/Sedgwick County, Kansas, a in Wichita/Sedgwick County, Kansas, a community partnership managed through the Central community partnership managed through the Central Plains Regional Health Care Foundation faced this same Plains Regional Health Care Foundation faced this same dilemma. Wichita’s Project Access program opened its dilemma. Wichita’s Project Access program opened its doors September 1, 1999. They coordinate access to doors September 1, 1999. They coordinate access to donated care for many uninsured residents. They have donated care for many uninsured residents. They have learned the importance of tracking patient demographics, learned the importance of tracking patient demographics, provider services and the measurable impact their provider services and the measurable impact their program has in their community, which is especially program has in their community, which is especially important in demonstrating the return-on-investment for important in demonstrating the return-on-investment for their community partners and funders. Project Access in their community partners and funders. Project Access in Wichita needed a computerized system to communicate Wichita needed a computerized system to communicate with their remote enrollment sites, to track multiple with their remote enrollment sites, to track multiple interactions with patients over several years, generate interactions with patients over several years, generate meaningful reports and employ a software program that is meaningful reports and employ a software program that is easy to use. They now use an application that was easy to use. They now use an application that was custom-written for their program. It’s called Charisma custom-written for their program. It’s called Charisma Salus. Project Access in Wichita commissioned a project Salus. Project Access in Wichita commissioned a project leader, leader, Key Evado, LLCKey Evado, LLC to develop their Charisma Salus to develop their Charisma Salus program to meet their program’s needs. program to meet their program’s needs.

How is it built?How is it built?

This program, written in Visual Basic, uses a Microsoft This program, written in Visual Basic, uses a Microsoft SQL server to hold it’s data. What this provides is:SQL server to hold it’s data. What this provides is:

Scalability, allowing it to work with one computer or a 100 Scalability, allowing it to work with one computer or a 100 equally well. equally well.

Industry standard, allowing for lower support costs. Industry standard, allowing for lower support costs. Industry standard, allowing for flexible reporting tools, from Industry standard, allowing for flexible reporting tools, from

Microsoft Access to Crystal Reports to other off the shelf Microsoft Access to Crystal Reports to other off the shelf solutions. solutions.

Industry standard, allowing for interaction between document Industry standard, allowing for interaction between document management, electronic claims, and other tools with minimal management, electronic claims, and other tools with minimal customization required. customization required.

As deployed by Project Access, remote clinics can work As deployed by Project Access, remote clinics can work via secure internet connections to have enrollment via secure internet connections to have enrollment completed in the field. completed in the field.

The program was built from the ground up with an eye The program was built from the ground up with an eye towards HIPAA compliant security, multiple locations and towards HIPAA compliant security, multiple locations and an easy to follow interface. an easy to follow interface.

What are the principles that What are the principles that guided program development?guided program development? Charisma Salus does not try to Charisma Salus does not try to

be all things to all people. It is be all things to all people. It is tightly focused on the referral tightly focused on the referral process.process.

This focus makes it a program This focus makes it a program that is both simple to use and that is both simple to use and yet still provides for robust yet still provides for robust reporting. Minimal training is reporting. Minimal training is required for patient entry.required for patient entry.

What are the principles that What are the principles that guided program development?guided program development? It is a single program that It is a single program that

provides a variety of functionsprovides a variety of functions Patient tracking, including Patient tracking, including

eligibility infoeligibility info Provider tracking, including Provider tracking, including

referralsreferrals Claim tracking, showing value of Claim tracking, showing value of

donated caredonated care Surveys, Prescriptions, and other Surveys, Prescriptions, and other

functions are tracked as well.functions are tracked as well.

Demo MenuDemo Menu

Choose screen shotsChoose screen shots PatientsPatients

Adding a new patient Adding a new patient Finding patients and additional Info Finding patients and additional Info Entering a referral and appointment Entering a referral and appointment Mail merge with Microsoft Word Mail merge with Microsoft Word Notes Notes Enrollment history Enrollment history Tracking claim data Tracking claim data Surveys Surveys Prescription Assistance TrackingPrescription Assistance Tracking

ProvidersProviders Provider info Provider info

OtherOther Program configuration Program configuration Program security Program security

ReportsReports Reports are handled by the report writer of your choice. Since the data is in Reports are handled by the report writer of your choice. Since the data is in

Microsoft SQL server, you have several choices, including Microsoft Microsoft SQL server, you have several choices, including Microsoft Access (Recommended), Crystal Reports, and many more.Access (Recommended), Crystal Reports, and many more.

Program RequirementsProgram Requirements PricingPricing

Patients: Adding A New Patients: Adding A New PatientPatient Patient Toolbar: To add a patient you simply click on the "Add Patient Toolbar: To add a patient you simply click on the "Add

New" button. The "Search" button brings up an easy to use New" button. The "Search" button brings up an easy to use search menu. The "View All" shows all patients, while the search menu. The "View All" shows all patients, while the "Active" only shows patients currently enrolled. The "History" "Active" only shows patients currently enrolled. The "History" shows all patients you have clicked on during this login session. shows all patients you have clicked on during this login session. The "ID Card" is a fully customizable MS-Word template to print The "ID Card" is a fully customizable MS-Word template to print patient ID cards.patient ID cards.

Patients: Entering SSNPatients: Entering SSN

Adding a new patient begins with entering the Social Security Adding a new patient begins with entering the Social Security Number. The software runs an automatic check to make sure the Number. The software runs an automatic check to make sure the number entered is unique, if it finds the number, it automatically number entered is unique, if it finds the number, it automatically takes you to that existing patient record. takes you to that existing patient record. You can choose to You can choose to have the system assign a number in place of SSN.have the system assign a number in place of SSN.

Patients: Initial InfoPatients: Initial Info

If the SSN number is identified as new, it takes you to the patient If the SSN number is identified as new, it takes you to the patient add screen.add screen.

You fill in key information, such as name, address, etc. You enter You fill in key information, such as name, address, etc. You enter the zip code and the software looks up the city, state and county the zip code and the software looks up the city, state and county from the database, easing the job of checking the county. from the database, easing the job of checking the county. Multiple enrollment locations are supported, with a default Multiple enrollment locations are supported, with a default location specified in the program login for a given user id.location specified in the program login for a given user id.

Patients: SearchPatients: Search Once the patient has been entered, clicking on a patient name in the Once the patient has been entered, clicking on a patient name in the

search window will bring up that patient's information. The message search window will bring up that patient's information. The message center at the bottom of the screen highlights summary information on center at the bottom of the screen highlights summary information on enrollment dates, and in this case of a pre-existing patient, a yellow enrollment dates, and in this case of a pre-existing patient, a yellow warning appears that the patient is past enrollment.warning appears that the patient is past enrollment.

Demo Menu?Demo Menu?

Click Here to Go Back to the MeClick Here to Go Back to the Menunu

Click to go on to finding patientsClick to go on to finding patients

Finding PatientsFinding Patients An easy to use search screen allows you to quickly find a patient by a An easy to use search screen allows you to quickly find a patient by a

variety of search terms. Only partial information is needed to quickly variety of search terms. Only partial information is needed to quickly locate a patient. In this case, typing in “mou” brings in all patients with a locate a patient. In this case, typing in “mou” brings in all patients with a last name of “mouse”.last name of “mouse”.

Additional Info 1Additional Info 1

In addition to the basic demographics you saw when adding the In addition to the basic demographics you saw when adding the patient, two additional info screens hold data from drop down patient, two additional info screens hold data from drop down lists that you control via the configuration menu.lists that you control via the configuration menu.

Additional Info 2Additional Info 2

Regardless of which tab you are looking at, the message center Regardless of which tab you are looking at, the message center and the caption at the top of the screen remind you which patient and the caption at the top of the screen remind you which patient you are viewing.you are viewing.



Click to go on to patient referralsClick to go on to patient referrals

Referrals – step 1 Referrals – step 1

You begin by selecting the specialty for which you need to locate a You begin by selecting the specialty for which you need to locate a provider. Next, the list of providers appears on the screen along with their provider. Next, the list of providers appears on the screen along with their commitments, the number taken and the date of the last referral. Clicking commitments, the number taken and the date of the last referral. Clicking on any heading will sort by that heading, so you could sort by last referral on any heading will sort by that heading, so you could sort by last referral date, commitments taken or the group the provider belongs to.date, commitments taken or the group the provider belongs to.

In this example, all three Family Practice providers in the sample data In this example, all three Family Practice providers in the sample data belong to the same clinic, but one of them has a comment off to the right belong to the same clinic, but one of them has a comment off to the right hand side. Clicking on that provider will bring up the expanded view hand side. Clicking on that provider will bring up the expanded view shown below.shown below.

Referrals – final step Referrals – final step

Once the expanded view appears, you simply click "refer this provider" to Once the expanded view appears, you simply click "refer this provider" to establish the referral.establish the referral.

Referrals – optional – enter Referrals – optional – enter appointment informationappointment information Next, you can elect to enter the appointment information by clicking on the Next, you can elect to enter the appointment information by clicking on the

referral which displays a pop-up calendar.referral which displays a pop-up calendar.

Referrals – EditReferrals – Edit Once an appointment has been established, clicking on the existing Once an appointment has been established, clicking on the existing

appointment brings up a special appointment menu allowing you to appointment brings up a special appointment menu allowing you to change the appointment, clear it, quickly add another with the same change the appointment, clear it, quickly add another with the same provider or remove the referral entirely.provider or remove the referral entirely.



Click to go on to Word MergeClick to go on to Word Merge

Word MergeWord Merge

You have You have full controlfull control over Microsoft Word document mail merge over Microsoft Word document mail merge functionality. functionality. You can create documents on the flyYou can create documents on the fly and have and have them appear in the list in the category you wish based on how them appear in the list in the category you wish based on how you name the document.you name the document.

Once you merge the document, you can edit it in MS-Word prior Once you merge the document, you can edit it in MS-Word prior to printing, and a note is automatically created to record the letter to printing, and a note is automatically created to record the letter being sent (if you turn on this option).being sent (if you turn on this option).



Click to go on to Patient NotesClick to go on to Patient Notes

Patient NotesPatient Notes You can create a note with a lot of detail, and edit or delete those notes You can create a note with a lot of detail, and edit or delete those notes

easily. Each note has a "note summary" to make reporting easier, with a easily. Each note has a "note summary" to make reporting easier, with a "note detail" to allow for complete documentation. Here you see a note "note detail" to allow for complete documentation. Here you see a note that was automatically generated by the MS-Word mail merge feature.that was automatically generated by the MS-Word mail merge feature.

Patient NotesPatient Notes Choose the note you wish to view or edit, or hit the summarize Choose the note you wish to view or edit, or hit the summarize

button to read all the notes at once. As elsewhere in the button to read all the notes at once. As elsewhere in the program, you can click on the column headers to sort so you can program, you can click on the column headers to sort so you can sort by add user, change user, dates, or the summary. Also sort by add user, change user, dates, or the summary. Also notice that the tab has changed from “notes” to “has notes” – notice that the tab has changed from “notes” to “has notes” – quickly alerting you to patients with notes.quickly alerting you to patients with notes.

Patient NotesPatient Notes Using the Summarize button will let you see all the notes at once Using the Summarize button will let you see all the notes at once

and gives you the option to print them with Microsoft Word.and gives you the option to print them with Microsoft Word.



Click to go on to Enrollment HistClick to go on to Enrollment Historyory

Enrollment HistoryEnrollment History As patients come in and out of your program, the software keeps As patients come in and out of your program, the software keeps

track of each enrollment period separately.track of each enrollment period separately.



Click to go on to Claim DataClick to go on to Claim Data

Claim DataClaim Data

The software allows you to track claim data by entering info from HCFA The software allows you to track claim data by entering info from HCFA 1500’s and UB-92’s. This tracks the value of donated care.1500’s and UB-92’s. This tracks the value of donated care.

Claim DataClaim Data

The software allows you to track claim data by entering info from HCFA The software allows you to track claim data by entering info from HCFA 1500’s and UB-92’s. This tracks the value of donated care.1500’s and UB-92’s. This tracks the value of donated care.



Click to go on to ProvidersClick to go on to Providers

ProvidersProviders Much of working with providers is the same as working with patients. You Much of working with providers is the same as working with patients. You

have add, search and view buttons on the toolbar.have add, search and view buttons on the toolbar. You can see their commitments at a glanceYou can see their commitments at a glance

ProvidersProviders Selecting a provider shows you others at the same clinic along with their Selecting a provider shows you others at the same clinic along with their

referral info.referral info.

ProvidersProviders You can also quickly see which patients were referred to a provider.You can also quickly see which patients were referred to a provider.

ProvidersProviders You set the specialty for each provider to control where they appear in the You set the specialty for each provider to control where they appear in the

list on the patient screen.list on the patient screen.



Click to go on to ConfigurationClick to go on to Configuration

ConfigurationConfiguration All of the drop down lists used in the program are controlled by the All of the drop down lists used in the program are controlled by the

configuration screen, allowing you to quickly change what is displayed.configuration screen, allowing you to quickly change what is displayed.

Configuration - ContinuedConfiguration - Continued

Configuration - ContinuedConfiguration - Continued When the time comes to roll over provider commitments to another year, When the time comes to roll over provider commitments to another year,

it’s one click to copy prior year values!it’s one click to copy prior year values!



Click to go on to SecurityClick to go on to Security

SecuritySecurity You control program security through a group setup. You create logins You control program security through a group setup. You create logins

which are placed in groups. Next, each group is given specific access to which are placed in groups. Next, each group is given specific access to parts of the program. Thus, not all users get access to things like the parts of the program. Thus, not all users get access to things like the configuration menu.configuration menu.



Click to go on to SurveysClick to go on to Surveys

SurveysSurveys A survey editor is built in. You can create multiple surveys to be used for A survey editor is built in. You can create multiple surveys to be used for

patients. For example, a pre and post.patients. For example, a pre and post.

Taking a survey from Patient Taking a survey from Patient Screen…Screen…

Surveys are tied to patientsSurveys are tied to patients


Click Here to Go Back to the Click Here to Go Back to the MenuMenu

Click to go on to Prescription Click to go on to Prescription Assistance TrackingAssistance Tracking

Prescription Assistance Tracking - Prescription Assistance Tracking - FormularyFormulary Start with the formulary. This is where you can enter the Start with the formulary. This is where you can enter the

company, contact and other applicable info.company, contact and other applicable info.

Formulary - PatientsFormulary - Patients The formulary is linked to the patients, allowing you to quickly The formulary is linked to the patients, allowing you to quickly

view which patients have received a particular drug.view which patients have received a particular drug.

Patient ScreenPatient Screen You can search for patients by their Rx ActivityYou can search for patients by their Rx Activity

Patient ScreenPatient Screen You can easily view current prescriptions and their activity.You can easily view current prescriptions and their activity.

Patient Rx DetailPatient Rx Detail After adding a medication, you can add/edit detail. Also, any After adding a medication, you can add/edit detail. Also, any

refill amounts are tracked separately.refill amounts are tracked separately.

Patient OverviewPatient Overview For each patient, non-Rx specific info is entered on the overview For each patient, non-Rx specific info is entered on the overview

screen, such as increases in the Rx allowance and lockins to screen, such as increases in the Rx allowance and lockins to specific pharmacies. specific pharmacies.

Lockins, continuedLockins, continued

Lockins are easy to add/edit, simply enter the data from the pop-Lockins are easy to add/edit, simply enter the data from the pop-up screen.up screen.

Rx HistoryRx History Old Rx’s can be moved from the patient screen to a history Old Rx’s can be moved from the patient screen to a history

screen to save space, and easily moved back if needed.screen to save space, and easily moved back if needed.



Click to go to Requirements and Click to go to Requirements and PricingPricing

RequirementsRequirements

With networks of six or more computers:With networks of six or more computers: On the Server: On the Server:

You must have a copy of Microsoft SQL server 2000 or better with You must have a copy of Microsoft SQL server 2000 or better with sufficient licenses for each user of the program. In order to run sufficient licenses for each user of the program. In order to run Microsoft SQL server, you must have Windows 2000 Server or Microsoft SQL server, you must have Windows 2000 Server or better. better.

On the workstations: On the workstations: Windows 2000 or Windows XP. Windows 98 is no longer supported Windows 2000 or Windows XP. Windows 98 is no longer supported

by Microsoft. by Microsoft. You must have a copy of Microsoft Office to use the Word You must have a copy of Microsoft Office to use the Word

Processing Form letter merge features. Processing Form letter merge features. OR -> A copy of Microsoft Office Professional to use those features OR -> A copy of Microsoft Office Professional to use those features

plus the reporting capability of Microsoft Access. plus the reporting capability of Microsoft Access. With networks of five computers or less.With networks of five computers or less. You do not need a dedicated server, and a royalty free product You do not need a dedicated server, and a royalty free product

from Microsoft called MSDE can be used in place of SQL server. from Microsoft called MSDE can be used in place of SQL server. Windows 2000 or Windows XP. Windows 98 is no longer Windows 2000 or Windows XP. Windows 98 is no longer

supported by Microsoft. supported by Microsoft. You must have a copy of Microsoft Office to use the Word You must have a copy of Microsoft Office to use the Word

Processing Form letter merge features Processing Form letter merge features OR -> A copy of Microsoft Office Professional to use those OR -> A copy of Microsoft Office Professional to use those

features plus the reporting capability of Microsoft Access features plus the reporting capability of Microsoft Access

PricingPricing

Purchase Price for Charisma Salus Software: $12,000Purchase Price for Charisma Salus Software: $12,000 This price includes:This price includes:

Charisma Salus Software Charisma Salus Software Services:Services:

Note that the purchase price does not include airfare, hotel or other Note that the purchase price does not include airfare, hotel or other travel costs to perform these services. If you have a high speed travel costs to perform these services. If you have a high speed internet connection (i.e., not dial-up) we can perform these services internet connection (i.e., not dial-up) we can perform these services remotely and save you this travel cost. remotely and save you this travel cost.

Data conversion from existing databases where possible. Data conversion from existing databases where possible. One full day of training, plus one full day of hands on support. One full day of training, plus one full day of hands on support. Customization of 10 MS-Word documents for the mail merge. Customization of 10 MS-Word documents for the mail merge. Typical schedule: Installer flies to the site on Thursday. Meets Typical schedule: Installer flies to the site on Thursday. Meets

with staff on Friday to define customization and data conversion with staff on Friday to define customization and data conversion issues. Works over the weekend to covert from old system to issues. Works over the weekend to covert from old system to new system. Trains staff on Monday, is on hand Tuesday to new system. Trains staff on Monday, is on hand Tuesday to help with any issues that arise when they switch over. Limited help with any issues that arise when they switch over. Limited customization could be done during this time. customization could be done during this time.

30 tech support incidents via 800 number or e-mail.30 tech support incidents via 800 number or e-mail.(see incident definition next slide) (see incident definition next slide)

All upgrades released within that year. All upgrades released within that year.

Pricing Continued…Pricing Continued…

Annual PriceAnnual Price Beginning in the second year, you must be on the pre-paid Beginning in the second year, you must be on the pre-paid

support plan to receive updates and technical support on the support plan to receive updates and technical support on the product. The annual cost for this plan is $1,500 per year and product. The annual cost for this plan is $1,500 per year and is due one year from your initial installation and the is due one year from your initial installation and the anniversary date each year there after.anniversary date each year there after.

Includes 10 tech support incidents.Includes 10 tech support incidents.(see incident definition below) (see incident definition below)

Includes all upgrades released during that year. Includes all upgrades released during that year. What is a tech support incident? What is a tech support incident?

A tech support incident is defined as a single problem or A tech support incident is defined as a single problem or question, regardless of length of time on the phone or the question, regardless of length of time on the phone or the number of phones calls (or remote support) required to solve number of phones calls (or remote support) required to solve it. Any unused tech support incidents expire at the end of the it. Any unused tech support incidents expire at the end of the year. Tech support incidents do not include additional year. Tech support incidents do not include additional customizations, they would be billed as they are requested. customizations, they would be billed as they are requested. (Note: If it is determined that the issue was caused by a bug (Note: If it is determined that the issue was caused by a bug in the program which requires a program change to fix, you in the program which requires a program change to fix, you are not charged for that incident.)are not charged for that incident.)

Ready to purchase?Ready to purchase?

Contact our distributor, Contact our distributor, Enegren ComputersEnegren Computers, at 877-329-, at 877-329-1671 if you are interested in 1671 if you are interested in purchasing Charisma Salus for purchasing Charisma Salus for your site.your site.

Visit our website, Visit our website, www.charismasalus.com for the www.charismasalus.com for the latest info.latest info.

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Charisma Salus The Gift of Health. Why is it needed? As a volunteer-based, physician-led initiative...

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