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BP401: Healthcare Portals:
5 Core Items for an
Exceptional Digital
Experience
Michael Porter, Perficient
Mark Polly, Perficient

© 2014 IBM Corporation
5 Core Items
 Security
 Find a Provider
 Integration
 Mobile
 Personalization

2
Security

3
Security

By Security we mean:
 The data is secure
 The access point is secure

 Setup is secure
 The system will track anything that happens
on the portal

4
The Data Is Secure
The law demands that any Personal Health Information (PHI) must be
encrypted at rest.
So the key things to do on your healthcare
portal to meet this requirement include:
 Architect the portal to add multiple layers of
firewalls, etc.
 Store as little PHI as possible on the portal
 Make the back end data available only via a
secure api or service call
 Setup trusted servers between the portal back
end systems

 For external calls, setup a secure gateway
through a tool like IBM WebSphere Datapower
5
The Access Point Is Secure
Don’t forget that the easiest hacks may come through social engineering
You want to grant access to the right person:
Create a secure login / profile
Consider adaptive authentication similar to what banks use
– Logging computer
– Providing security image
– Asking additional questions
– Etc.
Secure any login with https. (yes, it’s “no duh!” advice but
still important to state)

6
Setup Is Secure
Most Hospital or Insurance security teams worry about verifying a users
identity. Their nightmare is when a non-authorized user sees someone
elses data. (spouses included)
Some things to consider
Verify their identity
– Key information provided to you by snail mail
– Check on government id
– Online check of last procedure, unique id’s of that
procedure, etc.

Follow the law but don’t go overboard
– If someone is in a hospital about to have their hip
replaced and is sitting in the bed waiting for the
procedure………. They probably are that person
and you can issue a username/password
7
The System Will Track All Activities
Both Payer and Provider need to track auditable activities like changes
to plans, changes to profile, viewing of PHI, etc.
Auditing may not improve security but it does
provide clues when things go wrong
 You must track any writes
 You must track any views of PHI
 You must track proxy setup and proxy use
 You should track bill payments and other non-PHI
activities
 You want to track via web analytics a variety of other
site uses like find a doctor and appointment scheduling
8
Find a Provider

9
Why Find a Provider?
 Typically the first impression of your brand

 Often the most used feature

 Implemented by payers and providers

 Common issues we see
– Complicated Interaction
– Unsatisfying results
– Confusing Language

10
Real Find a Provider Example – Step 1

11
Real Find a Provider Example – Step 2

12
Real Find a Provider Example – Step 3

13
Real Find a Provider Example – Step 4

14
Real Find a Provider Example – Step 5

15
Real Find a Provider Example – Step 6

16
17
Expectations

18
Simple Find a Provider

Source: healthgrades.com
19
Simple Find a Provider

20
Simple Find a Provider

21
Find a Provider – Networks

22
Simplify Networks

23
Simplify Networks More

24
Confusing Language - Specialties

25
Simplify Specialties

26
Integration

27
Integration: The Hospital Version
Hospitals are rushing into the sharing of data but that demands new
infrastructure that may not exist.
 Electronic Medical Record Systems
 Invoice System

 Find a Doctor
 Schedule Appointment
 Pre-registration
 Classes and Events
 Customer Service systems

 Web Content between patient and consumer sites
28
Integration: The Payer Version
Payers have more extensive infrastructure but many still need a better
integration layer and a common set of integration services
 Claims
– Members
– Providers
 Payments
 ACO reporting

 Member management systems
 Authorizations
 Etc.
All too often, integration means digging out of a hole
29
Integration: What To Do
 Healthcare Portals must have a
service layer …… or two to do
their jobs right
 Portals don’t want to store data,
they want to make real time calls
 Use or implement a common ESB
 Use or implement a security
gateway
 Web Services and RESTful
services are most common

 Consider direct api calls if latency
is a concern
30
Mobile

31
Mobile Statistics

Used mobile
web browser to
research
Used mobile
product
web browser to
features
find coupons &
deals
Source: It’s official: Mobile devices
surpass PCs in online retail

Companies plan
to implement
US mobile phone
location based
users that use it
marketing
as the primary
Source: Econsultancy, 2013
device
Source: Mobile Marketing Stats
32

Americans
bring their
phones to the
bathroom
Source: Digiday, 2013

Adults have
their mobile
phones within
arms reach
24/7
Source: infographic
Mobile Usage Growth

33
Mobile Web Sites - What do you do?
If you don’t have a mobile web site, you are already behind.
 Payers
– Mobile Web Site is a must
 Providers
– Mobile Web Site is a must

34
What about a Mobile App
 Do you need a Mobile App available through the App Stores (Apple, Google, etc)?
 Will a Mobile Web Site suffice?

35
Mobile Apps

36
Health and Living - Mobile App Ranking1

1

46

67 68

57

myCigna

MyHumana

37

100

United
HC

Kaiser
Permanente
1

84

Aetna Mobile

Ranking provided by App Annie 1/4/14 (www.appannie.com)
Medical - Mobile App Ranking1

4

68

Epic MyChart

1

Anthem BCBS

1
38

Ranking provided by App Annie (www.appannie.com)

100
Medical - Mobile App Ranking

101 106
Mayo Clinic

39

200
Medical - Mobile App Ranking

201

269
Novant Health

40

300
Medical - Mobile App Ranking

301

369
Cleveland
Clinic Today

41

400
Medical - Mobile App Ranking

701

730
Spectrum
Health

42

800
Medical - Mobile App Ranking

801

818
Florida
Hospital ER
Wait

43

900
Mobile App - What do you do?
 Payer
– You probably need a mobile app
– Take advantage of location services for Rx, Find a Provider
 Provider
– Major health system – leverage the large number of potential users to provide a mobile
app
– Others consider specialized mobile app targeted to specific tasks
• Request appointment, refills, etc
• Location based facility mapping
• Specific diseases

44
Cleveland Clinic

45
Mayo Clinic

46
Abriiz

47
Personalization

48
Is this personalized?

49
How about this?

50
Personalized?

51
Personalization
 “Personalization technology enables the dynamic insertion, customization or suggestion of
content in any format that is relevant to the individual user, based on the user’s implicit
behaviour and preferences, and explicitly given details.” From Wikipedia
– Dynamic insertion of customized and / or suggested content
– Relevant to the individual user

– Based on implicit and explicit behavior, preferences and attributes

52
Now this is personalized

You have regular prescription refills
every month. Take advantage of our
mail order prescription service and
you may have no copay on some
prescriptions. Learn More

53
Personalized = Yes

Get reimbursed faster by using direct deposit.
Sign up now, its free!

54
Personalized? You Bet

Seems that you haven’t used your FSA Debit card
in a while. Do you need a replacement card?
Click here for assistance.

55
Personalized!
You can get a better
price on this
prescription at CVS.
Learn More…

56
 Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite

57
Acknowledgements and Disclaimers
Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither
intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information
contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise
related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or
its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and
performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you
will result in any specific sales, revenue growth or other results.

© Copyright IBM Corporation 2014. All rights reserved.
 U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
 IBM, the IBM logo, ibm.com, and WebSphere Portal are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or
both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or
common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of
IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml
Other company, product, or service names may be trademarks or service marks of others.

58

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5 Core Items for an Exceptional Healthcare Portal Experience

  • 1. BP401: Healthcare Portals: 5 Core Items for an Exceptional Digital Experience Michael Porter, Perficient Mark Polly, Perficient © 2014 IBM Corporation
  • 2. 5 Core Items  Security  Find a Provider  Integration  Mobile  Personalization 2
  • 4. Security By Security we mean:  The data is secure  The access point is secure  Setup is secure  The system will track anything that happens on the portal 4
  • 5. The Data Is Secure The law demands that any Personal Health Information (PHI) must be encrypted at rest. So the key things to do on your healthcare portal to meet this requirement include:  Architect the portal to add multiple layers of firewalls, etc.  Store as little PHI as possible on the portal  Make the back end data available only via a secure api or service call  Setup trusted servers between the portal back end systems  For external calls, setup a secure gateway through a tool like IBM WebSphere Datapower 5
  • 6. The Access Point Is Secure Don’t forget that the easiest hacks may come through social engineering You want to grant access to the right person: Create a secure login / profile Consider adaptive authentication similar to what banks use – Logging computer – Providing security image – Asking additional questions – Etc. Secure any login with https. (yes, it’s “no duh!” advice but still important to state) 6
  • 7. Setup Is Secure Most Hospital or Insurance security teams worry about verifying a users identity. Their nightmare is when a non-authorized user sees someone elses data. (spouses included) Some things to consider Verify their identity – Key information provided to you by snail mail – Check on government id – Online check of last procedure, unique id’s of that procedure, etc. Follow the law but don’t go overboard – If someone is in a hospital about to have their hip replaced and is sitting in the bed waiting for the procedure………. They probably are that person and you can issue a username/password 7
  • 8. The System Will Track All Activities Both Payer and Provider need to track auditable activities like changes to plans, changes to profile, viewing of PHI, etc. Auditing may not improve security but it does provide clues when things go wrong  You must track any writes  You must track any views of PHI  You must track proxy setup and proxy use  You should track bill payments and other non-PHI activities  You want to track via web analytics a variety of other site uses like find a doctor and appointment scheduling 8
  • 10. Why Find a Provider?  Typically the first impression of your brand  Often the most used feature  Implemented by payers and providers  Common issues we see – Complicated Interaction – Unsatisfying results – Confusing Language 10
  • 11. Real Find a Provider Example – Step 1 11
  • 12. Real Find a Provider Example – Step 2 12
  • 13. Real Find a Provider Example – Step 3 13
  • 14. Real Find a Provider Example – Step 4 14
  • 15. Real Find a Provider Example – Step 5 15
  • 16. Real Find a Provider Example – Step 6 16
  • 17. 17
  • 19. Simple Find a Provider Source: healthgrades.com 19
  • 20. Simple Find a Provider 20
  • 21. Simple Find a Provider 21
  • 22. Find a Provider – Networks 22
  • 25. Confusing Language - Specialties 25
  • 28. Integration: The Hospital Version Hospitals are rushing into the sharing of data but that demands new infrastructure that may not exist.  Electronic Medical Record Systems  Invoice System  Find a Doctor  Schedule Appointment  Pre-registration  Classes and Events  Customer Service systems  Web Content between patient and consumer sites 28
  • 29. Integration: The Payer Version Payers have more extensive infrastructure but many still need a better integration layer and a common set of integration services  Claims – Members – Providers  Payments  ACO reporting  Member management systems  Authorizations  Etc. All too often, integration means digging out of a hole 29
  • 30. Integration: What To Do  Healthcare Portals must have a service layer …… or two to do their jobs right  Portals don’t want to store data, they want to make real time calls  Use or implement a common ESB  Use or implement a security gateway  Web Services and RESTful services are most common  Consider direct api calls if latency is a concern 30
  • 32. Mobile Statistics Used mobile web browser to research Used mobile product web browser to features find coupons & deals Source: It’s official: Mobile devices surpass PCs in online retail Companies plan to implement US mobile phone location based users that use it marketing as the primary Source: Econsultancy, 2013 device Source: Mobile Marketing Stats 32 Americans bring their phones to the bathroom Source: Digiday, 2013 Adults have their mobile phones within arms reach 24/7 Source: infographic
  • 34. Mobile Web Sites - What do you do? If you don’t have a mobile web site, you are already behind.  Payers – Mobile Web Site is a must  Providers – Mobile Web Site is a must 34
  • 35. What about a Mobile App  Do you need a Mobile App available through the App Stores (Apple, Google, etc)?  Will a Mobile Web Site suffice? 35
  • 37. Health and Living - Mobile App Ranking1 1 46 67 68 57 myCigna MyHumana 37 100 United HC Kaiser Permanente 1 84 Aetna Mobile Ranking provided by App Annie 1/4/14 (www.appannie.com)
  • 38. Medical - Mobile App Ranking1 4 68 Epic MyChart 1 Anthem BCBS 1 38 Ranking provided by App Annie (www.appannie.com) 100
  • 39. Medical - Mobile App Ranking 101 106 Mayo Clinic 39 200
  • 40. Medical - Mobile App Ranking 201 269 Novant Health 40 300
  • 41. Medical - Mobile App Ranking 301 369 Cleveland Clinic Today 41 400
  • 42. Medical - Mobile App Ranking 701 730 Spectrum Health 42 800
  • 43. Medical - Mobile App Ranking 801 818 Florida Hospital ER Wait 43 900
  • 44. Mobile App - What do you do?  Payer – You probably need a mobile app – Take advantage of location services for Rx, Find a Provider  Provider – Major health system – leverage the large number of potential users to provide a mobile app – Others consider specialized mobile app targeted to specific tasks • Request appointment, refills, etc • Location based facility mapping • Specific diseases 44
  • 52. Personalization  “Personalization technology enables the dynamic insertion, customization or suggestion of content in any format that is relevant to the individual user, based on the user’s implicit behaviour and preferences, and explicitly given details.” From Wikipedia – Dynamic insertion of customized and / or suggested content – Relevant to the individual user – Based on implicit and explicit behavior, preferences and attributes 52
  • 53. Now this is personalized You have regular prescription refills every month. Take advantage of our mail order prescription service and you may have no copay on some prescriptions. Learn More 53
  • 54. Personalized = Yes Get reimbursed faster by using direct deposit. Sign up now, its free! 54
  • 55. Personalized? You Bet Seems that you haven’t used your FSA Debit card in a while. Do you need a replacement card? Click here for assistance. 55
  • 56. Personalized! You can get a better price on this prescription at CVS. Learn More… 56
  • 57.  Access Connect Online to complete your session surveys using any: – Web or mobile browser – Connect Online kiosk onsite 57
  • 58. Acknowledgements and Disclaimers Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2014. All rights reserved.  U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.  IBM, the IBM logo, ibm.com, and WebSphere Portal are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml Other company, product, or service names may be trademarks or service marks of others. 58