Large, Multi-Site Nephrology Practice Ditches Pagers and Streamlines Communication

Balboa Nephrology Medical Group

La Jolla, CA

Implemented Solution
Practice Communication


Administrators of Balboa Nephrology, a large San Diego-area group practice with more than 20 locations and facilities, were aware that their organization’s clinical communications processes were in need of updating. First, they were concerned about the possibility that staff were sometimes sending text messages with protected health information (PHI) via unsecure personal mobile devices. Ensuring compliance with HITECH and HIPAA regulations and reducing the risk of security breaches were top priorities for the group.

Second, both administrators and care providers wanted to move from using older technology, such as pagers for clinical communications, to using the mobile devices that the providers were already relying on for other communications.

And third, they wanted to make communication a high-reliability process, as the systems used for pagers and answering services occasionally failed to transmit messages correctly or to the right person.

A Comprehensive Solution to Meet Complex Needs

According to Patrick Hoz, Balboa’s Director of Practice Operations, the group’s communication needs were especially complex because their physicians care for patients in a number of different facilities: 17 office practice sites organized into 6 distinct pods, 35 different dialysis units, and 13 separate hospitals. The needs of these facilities varied, including a means of identifying and contacting an on-call physician or a physician rounding for the day; coverage for office staff during lunch breaks; call triaging, call routing, and message collection during holidays, nights, and weekends; and a rapid, accurate process for staff to contact physicians and for physicians to contact one another.

“What kept me up at night was the thought of implementing a new service in a large, complex practice,” said Hoz. He realized that solutions focused solely on the inpatient setting would not function well in an ambulatory care environment, and vice versa. The solution had to take into account the whole care continuum, as the group served patients with kidney conditions across the entire spectrum of care.

Hoz learned about PerfectServe from a physician who rounded at a hospital where the hospitalist group relied on PerfectServe for clinical communication. Balboa’s Medical Informatics Officer, Dr. Terry L. Behrend, had tested a number of different communication systems, but found they offered only partial fixes. He gave PerfectServe the green light, the board approved the choice, and the implementation process officially started.

A Secure, Comprehensive Platform

PerfectServe is a comprehensive and secure communications platform that routes voice, text, and web- and system-generated communications based on clinician workflow and personalized algorithms. This allows physicians, clinical teams, and practice groups to selectively filter and control when and how they’re contacted. PerfectServe’s rules engine filters communication events based on multiple variables unique to each clinician, which can be updated easily via a phone or mobile device.

To contact a physician using PerfectServe, the individual calls a single extension or uses the web-based texting function. By indicating the physician’s name or specialty, the caller is automatically connected to the physician via the mode of communication preferred by the physician at the time. If the physician prefers not to take the call or text at the time, a message is sent. Either way, the contact is tracked and documented. The caller does not need to know the physician’s call schedule or office hours beforehand— PerfectServe stores this information and routes calls and messages accordingly. Data is housed securely in the PerfectServe server rather than on the recipient’s device, ensuring compliance with HIPAA regulations.

PerfectServe removes the variability often present in clinical communications and speeds the cycle time for contact between clinicians, optimizing communication among care providers across the care continuum and supporting improved care coordination. Because PerfectServe is a cloud-based service, no special hardware is needed; staff and clinicians can access the platform via a landline, smartphone, mobile phone, standard pager, or web interface. The rules engine was designed to recognize whether PHI is included in a message; a message with PHI can be sent in its entirety to a secure device. A notification can be sent if the receiving device is not secure.

A Carefully Planned Implementation

The group’s leadership was concerned about implementing a large-scale change all at once given the variable needs and workflows for the different office practice sites, hospitals, and dialysis units. Leaders decided to implement PerfectServe first at a single location with a pilot group of five physicians, including Dr. Behrend.

After working with the physicians to input their contact preferences into the rules engine, the pilot group went live with PerfectServe. An implementation specialist from PerfectServe provided on-site support and training to help the physicians and staff of the pilot group optimize the features of PerfectServe based on their workflows and contact preferences. Dr. Behrend became the project champion, educating other physicians about specific features. The pilot group provided feedback on preferences in regard to features and various configurations to help the PerfectServe implementation team customize features to the specific needs of the group.

A month later, the group implemented PerfectServe at all remaining locations with all physicians.

“We implemented PerfectServe really quickly,” said Hoz. “And we were able to roll out the new technology without significant problems. Initially we were concerned that patients would dislike the lack of live interaction that they had previously with answering services, but I’ve received no complaints.”

A Wide Array of Benefits

With PerfectServe, the group replaced pagers and answering services with a secure, comprehensive platform that enables an efficient and streamlined clinical communication process. One of the benefits recognized immediately by Hoz was ensuring secure communication. “Now I have peace of mind knowing that our staff are HIPAA compliant. I am no longer worried about the possibility of staff sending non-secure SMS texts with patient information to our physicians.”

Hoz appreciates the flexibility of the PerfectServe platform; the practice was able to customize features to match the specific needs of different care team members. For example, a nurse in the hospital dialysis unit often needs to contact the covering physician to let him or her know when a patient concludes a dialysis session. PerfectServe created a customized menu that routes callers to an interactive menu that allows them to key in the time and patient room number; this information is automatically sent as a secure text to the appropriate physician, streamlining a key piece of clinical communications.

Hoz also appreciates the system’s analytic capabilities. Before PerfectServe, he had no efficient way to track the number of calls physicians received or the turnaround time for their responses. Now Hoz receives a daily report via email that shows the number of calls, the originating site, the receiving physician, and the time until response. “It gives the physicians some accountability,” he said. The reports also help Hoz assess staffing and physician coverage needs. Hoz believes that the data on response time has made the group improve in providing timely consultations.

Hoz has been gratified to see several unexpected workflow efficiencies with PerfectServe. The office supervisors can easily access the on-call list for all six pods through a secure portal and, if needed, can change the physician call schedule. Because data is cloud-based, the schedules are immediately updated and subsequent calls are automatically routed to the covering physician. With the ability to create distribution groups, supervisors can easily send a message to all the physicians and staff within a pod at once.

Sue Seberg, one of three clinic managers at the practice, has also seen improved workflow efficiencies with PerfectServe. In the past, messages left with the answering service when the offices were closed for lunch were faxed to each setting. Now, staff log in to PerfectServe to start their day and when returning from lunch, and after retrieving all messages, they can then address or forward as appropriate. They can also copy messages into the electronic medical record if needed.

In addition, according to Seberg, the office receives fewer calls now, freeing up personnel for other tasks: “We continue to receive calls from patients, but not from staff in the hospitals or dialysis units. Our medical assistants have more time for patient care.”

The Results

Balboa Nephrology Medical Group implemented PerfectServe to ensure secure, efficient communication across the continuum of care. With PerfectServe, the physician group has streamlined clinical communication and replaced older technology with a modern, cloud-based communication platform. PerfectServe’s flexible design and comprehensive implementation support has allowed Balboa Nephrology to customize features to best meet the complex needs of the group across both inpatient and ambulatory settings.

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