Physician office viewpoint survey system and method

• US 8,489,414 B2
• Filed: 02/27/2009
• Issued: 07/16/2013
• Est. Priority Date: 11/03/2000
• Status: Active Grant

• Current Assignee: Quality Data Management, Inc.
• Original Assignee: Quality Data Management, Inc.
• Inventors: McEachern, J. Edward
• Primary Examiner(s): Morgan, Robert
• Assistant Examiner(s): RAJ, RAJIV J
• Application Number:
  US12/394,659
• Publication Number:
  US 20090222284A1
• Time in Patent Office: 1,600 Days
• Field of Search: 705 2- 3, 600/300
• US Class Current: 705/2
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0203 Market surveys; Market polls
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: G16H 10/20 for electronic clinical trials or questionnaires
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records

Abstract

A system and method for conducting surveys, and, more particularly, an at least partially automated and efficient system and method for collecting, processing, and displaying customer satisfaction survey information that enables a product or service provider to evaluate the quality of goods and/or services received based on ratings and reports obtained by performing surveys of customers, employees, and/or staff. The system utilizes an execution platform using a clinical process improvement methodology. The system provides the execution platform with software scripts implementing the clinical improvement process, using drill-down questioning techniques and verbatim comments tailored to the survey participants comments and/or status information to gain insights into the participants'"'"' reasons for their opinions. The system obtains raw survey data and processes that data into useful survey information, such as graphs and charts, for presenting to survey consumers (i.e., system users) who may be remotely located. In this way the system and method can be utilized in a quality improvement program for any service or product provider.

Claims

1. A system including one or more computers for collecting, processing, and presenting survey information comprising:

I. an automated survey communication system for connecting to a survey participant and obtaining survey data during a survey, said survey communication system capable of executing software scripts for implementing desired automated survey routines;

II. a customer viewpoint module implemented by at least one of said one or more computers for providing software scripts to said survey communication system for surveying survey participants who are customers and further for receiving said survey data from said survey communication system, said survey data obtained from the patients including patient viewpoint data;

III. a personal clinical data analysis module implemented by at least one of said one or more computers for generating analyzed data generated by analyzing said participant survey data, wherein said personal clinical data analysis module generates reports on said analyzed data for use by the survey consumer;

IV. an office team viewpoint module implemented by at least one of said one or more computers for providing software scripts to said survey communication system for surveying survey participants who are employees and further for receiving said survey data from said survey communication system, said survey data obtained from the employees including employee viewpoint data;

V. an office fiscal performance viewpoint module implemented by at least one of said one or more computers for providing software scripts to said survey communication system for surveying survey participants who are managers and further for receiving said survey data from said survey communication system, said survey data obtained from the managers including fiscal performance data; and

VI. an office data presentation module implemented by at least one of said one or more computers for generating assessed survey information for presenting to end users in a formatted manner, said assessed survey information including information for providing quality assessments of an organization, wherein

said assessed survey information is formatted differently for display to the end user by at least one of said one or more computers depending on whether the end user is a customer or is not a customer, and wherein

said system is adapted for providing information for displaying assessed survey information to the end user during, or immediately after, said survey.

2. The system according to claim 1 applied to a medical care provider, wherein said customer is a patient, said system further comprising:

a comparative practice data repository for storing and retrieving said survey data and for storing and retrieving said analyzed data and for storing and retrieving said assessed survey information;

a historical data repository on clinic performance for storing fiscal historical performance normative data for use by said office data presentation module for generating and displaying historical fiscal performance comparisons for predicting fiscal success; and

a clinical and pathophysiologic normative data repository for storing clinical and pathophysiologic normative data obtained from various sources, said clinical and pathophysiologic normative data relating patient parameters including age, gender, and medical conditions.

3. The system according to claim 2, wherein said customer viewpoint data includes:

A. customer satisfaction data;

B. office process viewpoint data;

C. provider care and concern data; and

D. verbatim viewpoint comments;

and further wherein said employee viewpoint data includes;

A. job performance data including;

i. ability to keep pace data;

ii. opportunities to improve data;

iii. job security data; and

iv. performance expectations data;

B. team function data including;

i. team communication data;

ii. team operation data;

iii. stress environment data;

iv. change implementation data; and

v. overall viewpoint data;

C. verbatim comments; and

D. employee function data;

and still further wherein said fiscal performance data includes;

A. staffing data;

B. compliance data;

C. encounter frequency data;

D. production data;

E. collections data

F. receipts data;

G. accounts receivable data;

H. cost data; and

I. overhead data.

4. The system according to claim 3 wherein said analyzed data includes:

A. comparative patient level data for storing in said clinical and pathophysiological normative data repository, said comparative patient level data including a plurality of the members of the group consisting of;

i. patient age data;

ii. patient gender data;

iii. patient functional health status data

iv. patient health screening data

v. patient family medical history data;

vi. patient medication data;

vii. patient pathophysiology data;

viii. patient health habits data;

ix. patient counseling data;

x. patient satisfaction data;

xi. patient health care access data; and

xii. patient payment capability data;

B. comparative data for stored in said comparative practice data repository; and

C. analyzed data stored in said comparative practice data repository.

5. The system according to claim 4 wherein said assessed survey information includes:

A. patient viewpoint results including;

i. office process viewpoints;

ii. provider care and concern viewpoints;

iii. overall visit viewpoints; and

iv. verbatim comments on processes;

B. functional health status results; and

C. fiscal performance viewpoint results.

6. The system according to claim 1 applied to a medical care provider wherein said customer is a patient and further wherein said analyzed data includes:

A. comparative patient level data for storing in said clinical and pathophysiological normative data repository, said comparative patient level data including a plurality of the members of the group consisting of;

i. patient age data;

ii. patient gender data;

iii. patient functional health status data

iv. patient health screening data

v. patient family medical history data;

vi. patient medication data;

vii. patient pathophysiology data;

viii. patient health habits data;

ix. patient counseling data;

x. patient satisfaction data;

xi. patient health care access data; and

xii. patient payment capability data;

B. comparative data for stored in said comparative practice data repository; and

C. analyzed data stored in said comparative practice data repository.

7. The system according to claim 6 wherein said assessed survey information includes:

A. patient viewpoint results including;

i. office process viewpoints;

ii. provider care and concern viewpoints;

iii. overall visit viewpoints; and

iv. verbatim comments on processes;

B. functional health status results; and

C. fiscal performance viewpoint results.

8. The system according to claim 2 applied to a medical care provider, wherein said customer is a patient and further wherein said assessed survey information includes:

A. patient viewpoint results including;

i. office process viewpoints;

ii. provider care and concern viewpoints;

iii. overall visit viewpoints; and

iv. verbatim comments on processes;

B. functional health status results; and

C. fiscal performance viewpoint results.

9. The system according to claim 1 applied to a medical care provider wherein said customer is a patient and further wherein said analyzed data includes at least two of the members of the group consisting of:

patient family and social histories;

reviews of health habits;

health concerns;

medication reviews;

health screening information; and

recommendations based on nationally accepted guidelines, age, gender, and condition specific care.

10. A system including one or more computers for collecting, processing, and presenting survey information comprising:

I. a communication system for connecting to a survey participant over an external communication system;

II. at least one of said one or more computers being adapted for conducting a plurality of automated surveys with survey participants, said automated surveys being conducted according to survey scripts, said survey scripts providing instructions for conducting said automated survey to collect survey data, said conducting a plurality of automated surveys with survey participants including the steps of;

A. conducting a survey with a participant who is a patient according to patient survey scripts including scripts for obtaining survey data including patient viewpoint data;

B. conducting a survey with a participant who is an employee according to employee survey scripts including scripts for obtaining survey data including employee viewpoint data; and

C. conducting a survey with a participant who is a manager according to manager survey scripts including scripts for obtaining survey data including fiscal performance data;

III. at least one of said one or more computers being adapted for generating analyzed data from said survey data, wherein said analyzed data utilizes a compass viewpoint information presentation paradigm;

IV. at least one of said one or more computers being adapted for generating reports utilizing said survey data and said analyzed data, said reports for use by a survey consumer or for use by said survey participant; and

V. at least one of said one or more computers being adapted for generating assessed survey information from said survey data and said analyzed data, and

VI. at least one of said one or more computers being adapted for formatting said assessed survey information for display to a survey consumer, wherein

said assessed survey information is formatted differently for display to the end user by at least one of said one or more computers depending on whether the end user is a customer or not a customer, and wherein

said system is adapted for providing information for displaying assessed survey information to the end user during, or immediately after, said survey.

11. A system for collecting, processing, and presenting survey information, said system comprising:

an automated survey communication system for connecting to a survey participant over an external communication system, and adapted for conducting a plurality of automated surveys with survey participants for obtaining updated survey data, said conducting a plurality of automated surveys including;

conducting a survey with a participant who is a customer to obtain survey data including customer viewpoint data; and

conducting a survey with a participant who is not a customer to obtain survey data including viewpoint data including data that is not customer viewpoint data;

a database for storing the updated survey data,

the database also for storing historical survey data including data collected and/or analyzed during previous surveys;

an analysis and presentation subsystem including a computer adapted for analyzing said updated survey data during said conducting a survey to generate analyzed data, and for automatically generating reports utilizing said historical survey data and said analyzed data, said reports provided for use by a survey consumer who is not a customer;

said analysis and presentation subsystem also adapted for automatically generating display information utilizing at least a portion of said analyzed data, wherein said display information is formatted differently based on whether the participant is a customer or is not a customer;

said analysis and presentation subsystem also adapted for providing said display information for display to each of said participants during, or immediately thereafter, the conducting of the survey for that participant, for providing feedback to the participants; and

said analysis and presentation subsystem also adapted for providing information for displaying said reports to said consumer, said reports being formatted differently than said display information displayed to said participants.

12. The system of claim 11 utilizing a drill-down methodology in said survey, said drill-down methodology utilizing one or both of survey data already provided by the survey participant and/or the historical survey data to determine a subsequent survey question to be asked of the current survey participant.

13. The system of claim 11, wherein said reports are made available immediately after said conducting the survey for each one of the participants.

14. A method for collecting, processing, and presenting survey information using a computer system comprising one or more computers, said method comprising the steps of:

I. connecting to a survey participant over an external communication system using a survey communication system;

II. conducting a plurality of automated surveys with survey participants for obtaining updated survey data, said conducting a plurality of automated surveys including the steps of;

A. conducting a survey with a participant who is a customer to obtain survey data including customer viewpoint data; and

B. conducting a survey with a participant who is not a customer to obtain survey data including viewpoint data including data that is not customer viewpoint data;

III. storing the updated survey data in a database;

IV. storing historical survey data including data collected and/or analyzed during previous surveys in the database;

V. during said conducting a survey, using the computer system for automatically analyzing said updated survey data to generate analyzed data;

VI. using the computer system for automatically generating reports utilizing said historical survey data and said analyzed data, said reports provided for use by a survey consumer who is not a customer;

VII. using the computer system for automatically generating display information utilizing at least a portion of said analyzed data, wherein said display information is formatted differently based on whether the participant is a customer or is not a customer;

VIII. providing said display information to each of said participants during, or immediately thereafter, the conducting of the survey for that participant, for providing feedback to the participants; and

IX. providing said reports to said consumer, said reports being formatted differently than said display information provided to said participants.

15. The method of claim 14, utilizing a drill-down methodology in said survey, said drill-down methodology utilizing one or both of survey data already provided by the survey participant and/or the historical survey data to determine a subsequent survey question to be asked of the current survey participant.

16. The method of claim 14, wherein said reports are made available immediately after said conducting the survey for each one of the participants.

17. A method for collecting, processing, and presenting survey information using a computer system comprising one or more computers, said system comprising the steps of:

I. connecting to a survey participant over an external communication system;

II. conducting a plurality of automated surveys with survey participants for obtaining survey data, said conducting a plurality of automated surveys including the steps of;

A. conducting a survey with a participant who is a customer to obtain survey data including customer viewpoint data; and

B. conducting a survey with a participant who is an employee to obtain survey data including employee viewpoint data;

III. using the computer system for generating analyzed data from said survey data;

IV. using the computer system for generating reports utilizing said survey data and said analyzed data, said reports for use by a survey consumer;

V. using the computer system for generating assessed survey information from said survey data and said analyzed data;

VI. using the computer system for formatting said assessed survey information for display to a survey consumer; and

VII. using the computer system for generating, formatting, and providing information for displaying a formatted survey report incorporating survey data obtained from the current participant in real time or near real time, utilizing historical survey data, to each survey participant during each of said surveys, said survey results formatted for being displayed in a customized manner based on whether the current survey participant is a customer or not a customer.

18. The method according to claim 17, wherein said conducting a plurality of automated surveys includes the step of conducting a survey with a participant who is a manager to obtain survey data including fiscal performance data.

19. The method according to claim 18, wherein said customer viewpoint data includes:

A. customer satisfaction data;

B. office process viewpoint data;

C. provider care and concern data; and

D. verbatim viewpoint comments;

and further wherein said employee viewpoint data includes;

A. job performance data including;

i. ability to keep pace data;

ii. opportunities to improve data;

iii. job security data; and

iv. performance expectations data;

B. team function data including;

i. team communication data;

ii. team operation data;

iii. stress environment data;

iv. change implementation data; and

v. overall viewpoint data;

C. verbatim comments; and

D. employee function data;

and still further wherein said fiscal performance data includes;

A. staffing data;

B. compliance data;

C. encounter frequency data;

D. production data;

E. collections data

F. receipts data;

G. accounts receivable data;

H. cost data; and

I. overhead data.

20. The method according to claim 19 as applied to a medical care facility, wherein said customer is a patient, and further wherein said analyzed data includes:

A. comparative patient level data including;

i. patient age data;

ii. patient gender data;

iii. patient functional health status data

iv. patient health screening data

v. patient family medical history data;

vi. patient medication data;

vii. patient pathophysiology data;

viii. patient health habits data;

ix. patient counseling data;

x. patient satisfaction data;

xi. patient health care access data; and

xii. patient payment capability data.

21. The method according to claim 20, wherein said assessed survey information includes:

A. patient viewpoint results including;

i. office process viewpoints;

ii. provider care and concern viewpoints;

iii. overall visit viewpoints; and

iv. verbatim comments on processes;

B. functional health status results; and

C. fiscal performance viewpoint results.

22. The method according to claim 21, wherein said formatting said assessed survey information is done according to a compass viewpoint information presentation paradigm.

23. The method according to claim 18 applied to a medical care provider wherein said customer is a patient and further wherein said analyzed data includes:

A. comparative patient level data including;

i. patient age data;

ii. patient gender data;

iii. patient functional health status data

iv. patient health screening data

v. patient family medical history data;

vi. patient medication data;

vii. patient pathophysiology data;

viii.patient health habits data;

ix. patient counseling data;

x. patient satisfaction data;

xi. patient health care access data; and

xii. patient payment capability data.

24. The method according to claim 23, wherein said assessed survey information includes:

A. patient viewpoint results including;

i. office process viewpoints;

ii. provider care and concern viewpoints;

iii. overall visit viewpoints; and

iv. verbatim comments on processes;

B. functional health status results; and

C. fiscal performance viewpoint results.

25. The method according to claim 24, wherein said formatting said assessed survey information is done according to a compass viewpoint information presentation paradigm.

26. The method according to claim 18 wherein:

A. said automated surveys are conducted according to survey scripts and said survey scripts provide instructions for conducting said automated survey to collect survey data;

B. conducting said survey with a participant who is a customer is conducted according to customer survey scripts including scripts for obtaining survey data including customer viewpoint data;

C. conducting said survey with a participant who is an employee is conducted according to employee survey scripts including scripts for obtaining survey data including employee viewpoint data; and

D. conducting said survey with a participant who is a manager is conducted according to manager survey scripts including scripts for obtaining survey data including fiscal performance data;

E. said analyzed data utilizes a compass viewpoint information presentation paradigm;

F. said reports for use by a survey consumer are for use by a survey consumer or for use by said survey participant;

G. said generating assessed survey information from said survey data and said analyzed data is in real time or near real time; and

H. said formatting said assessed survey information is into a formatted survey report and said display to a survey consumer is during or immediately after any of said surveys.

27. The method according to claim 17 wherein:

A. said conducting a plurality of automated surveys is conducted using said external communication system and said conducting a plurality of automated surveys uses a drill-down methodology;

B. said generating reports utilizing said survey data and said analyzed data is conducted using the computer system;

C. said generating assessed survey information form said survey data and said analyzed data is conducted using the computer system;

D. said formatting said assessed survey information for display to a survey consumer is conducted using the computer system

E. said generating, formatting, and displaying derivative survey information is conducted using the computer system, wherein

said drill-down methodology utilizes one or both of survey data already provided by the survey participant and historical survey data to determine a subsequent survey question to be asked of the current survey participant.

28. The method of claim 27, wherein said assessed survey information is presented in seconds.