1. Presented by: Fay Kodsy, Beaumont Health System
Cowboy Up and Lasso your Outreach Support Management
Presented by: Fay Kodsy, Beaumont Health System

2. Cowboy Up and Lasso your Outreach Support Management
Welcome!

3. Cowboy Up and Lasso your Outreach Support Management
Explore:
SoftExpress
SoftMedia
SharePoint

4. Outreach Support Management using SoftExpress
What is SoftExpress?
Comprehensive, effective Customer Support Management tool
Web-based, ancillary module
Real-time information updates
User-friendly and sharable among teams

5. SoftExpress: Benefits to your Outreach Support Management
Outreach Customer Management
Shared outreach customer information source
Call/Problem, resolution, and follow-up documentation
Outreach Courier Management
Courier routing for routine and non-routine Customers
Courier tracking and dispatching of services requests via PDA
Container and Supply Tracking

6. SoftMedia: Benefits to your Outreach Support Management
Electronically capture Outreach Customer documentation
Reduce the incidence of lost information
Reduce the need for paper copy storage
Facilitate the creation of complete patient records

7. SharePoint: Benefits to your Outreach Support Management
Shared web-based platform
Documents and data in a central location
Easy to update, user-friendly, and searchable

8. Why use SoftExpress, SoftMedia, and SharePoint?
Shared information sources
Customer documents and data in a central location
At-a-glance Outreach Customer information with:
call/problem, resolution, and follow-up details
courier routing, dispatching, and container tracking
Easy to use

9. Outreach Support Management using SoftExpress

10. Outreach Support Management using SoftExpress
Outreach Customer Service
Registering Calls and Requests
Case/Problem “tickets”
Outreach Customer
Internal Department
Requests
Courier/Phlebotomist
Supplies

11. Outreach Support Management using SoftExpress

12. SoftExpress: Setup

13. SoftExpress: Setup > Account Setup

14. SoftExpress: Setup > Account Setup

15. SoftExpress: Setup > Account Setup

16. SoftExpress: Call Reg(istration)

17. SoftExpress: Call Registration

18. SoftExpress: Call Registration

19. SoftExpress: Call Registration

20. SoftExpress: Call/Problem Worklist Queue

21. SoftExpress: Call/Problem

22. SoftExpress: Call/Problem
Notification options

23. SoftExpress: Call/Problem

24. SoftExpress: Call/Problem

25. SoftExpress: Call_Reg > Reports

26. SoftExpress: Call_Reg > Reports

27. SoftExpress: Call_Reg > Reports….

28. SoftExpress: Call_Reg > Reports

29. SoftExpress: Call_Reg > Reports

30. SoftExpress: Call_Reg > Reports

31. SoftExpress: Call_Reg > Reports

32. SoftExpress: Call_Reg > Reports

33. SoftExpress: Call_Reg > Reports

34. SoftExpress: Reports

35. Outreach Support Management using SoftExpress

36. Outreach Support Management using SoftExpress
Outreach Courier Services
Route
Customer Location stops
PDA
Package Tracking
Courier messaging .

37. SoftExpress: Route > Setup options

38. SoftExpress: Route > Route Management

39. SoftExpress: Route > Route Management

40. SoftExpress: Route > Route Management

41. SoftExpress: Tools > PDA

42. SoftExpress: Inventory

43. SoftExpress: Package Management
Has the ability to “Track” anything – from documents to specimens
Provides electronic documentation for any item that is loaded into a container and moved from one location to another
Allows the printing of a Packaging Slips

44. SoftExpress: Route > Create Package Groups

45. SoftExpress: Route > Create Package Groups

46. SoftExpress: Route > Create Package Groups

47. SoftExpress: Inventory > Package Management

48. SoftMedia: Outreach Customer Document Management
Soft Media is able to import a variety of electronic media including audio, video, scanned files, and photo images.

49. SoftMedia: Outreach Customer Document Management
Depending on the site, workflow, and needs, a variety of departments can add electronic media into the repository using SoftMedia.

50. SoftMedia: Outreach Customer Document Management

51. SoftMedia: Outreach Customer Document Management

52. SoftMedia: Outreach Customer Document Management

53. SoftMedia: Outreach Customer Document Management

54. SharePoint: Outreach Customer Management

55. SharePoint: Outreach Customer Management

56. SharePoint: Outreach Customer Management

57. SharePoint: Outreach Customer Management

58. SharePoint: Outreach Customer Management

59. SharePoint: Outreach Customer Management

60. SharePoint: Outreach Customer Management

61. Outreach Support Management using SoftExpress
Shared outreach customer information source
Call/Problem, resolution, and follow-up documentation
Container and Supply tracking
Easy to use

62. Outreach Support Management using SoftMedia and SharePoint
Shared outreach customer information source
Captures important Outreach Customer Information
Documentation
Connectivity, interface, EMR set ups
Easy to use

63. Cowboy Up and Lasso your Outreach Support Management