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Standard guidelines april

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Jeffrey Sutton
Jeffrey Sutton

This document provides guidelines for creating well-designed presentations using Practice Fusion's brand style. It covers fonts, colors, composition, graphics, content and copy, animation, and includes sample slides. Guidelines include using Arial font, the primary and secondary color palettes, limiting items on slides, using simple graphic elements, and providing descriptive titles and subtitles.

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Practice Fusion Brand guidelines for decks
Guidelines and rules of thumb 2
Use this guide to create well-designed and on-brand presentations. + Fonts.4 + Color.5-9 + Composition... 10 + Graphics ..11-24 General rules.. 11-16 Screenshots and photos....17-18 Charts..... .19-24 + Content and copy....25-27 + Animation.....28-20 + Sample slides and best practices.30 Introduction 3
+ This template uses only Arial. Avoid using any other fonts in your slides. + Use Bold headlines only to distinguish from other surrounding copy. + Also consider changing color (using a theme color) instead of bolding copy. Fonts 4
There are four color palettes based on Practice Fusion's "theme colors". Pages 6 and 7 outline the range of colors and uses for different applications. + Use only the provided colors. + Use a single supporting color to call attention, or define sub-headers on a slide. Other slides can use different supporting colors. + Use color only when needed to call attention or differentiate. Color 5
+ Be mindful of the order of colors. Never create a "rainbow" color sequence. + Mainly use the Primary and Secondary color palettes. If they lack in conveying the idea, then resort to using colors from the Extended palette. + Limit the use of the Aqua and Orange colors. Color 6
+ Primary (for headers, background colors) Color 7*The Aqua used in this PowerPoint has been modified to be slightly darker for legibility purposes Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Aqua Orange #4dcba8 r77 g203 b168 #ff9326 r255 g147 b38 #e61e19 r230 g30 b25 Red Gray Black #949494 r148 g148 b148 #000000 r0 g0 b0 #262626 r38 g38 b38 Dark gray #045EA5 r4 g94 b165 Navy White #ffffff r255 g255 b255 + Secondary (for emphasizing text, data in graphs, supporting text)
+ Extended palette (tints of Primary and Secondary colors for data in graphs) Color 8 Sky Purple Navy Purple #00aaff r0 g170 b255 #1280e2 r18 g128 b226 #2355c6 r35 g85 b198 #352ba9 r53 g43 b169 #46008c R70 g0 b140 #045ea5 r4 g94 b165 #15479f r21 g71 b159 #252f99 r37 g47 b153 #361892 r54 g24 b146 #46008c R70 g0 b140 Red Purple #e61e19 r230 g30 b25 #be1636 r190 g22 b54 #960f53 r150 g15 b83 #6e086f r110 g8 b111 #46008c R70 g0 b140 Sky Aqua Dark navy Aqua #00aaff r0 g170 b255 #13b2e9 r19 g178 b233 #27bbd3 r39 g187 b211 #3ac3be r58 g195 b190 #4dcba8 r77 g203 b168 #002266 r0 g34 b102 #134c77 r19 g76 b119 #277687 r39 g118 b135 #3aa198 r59 g161 b152 #4dcba8 r77 g203 b168 #e61e19 r230 g30 b25 #33a0d9 r236 g59 b28 #33a0d9 r243 g89 b32 #33a0d9 r249 g118 b35 #ff9326 r255 g147 b38 Red Orange Tip: To apply a color to your object, click on the desired color, press the "paintbrush" icon in your toolbar then click on the desired location. + Colors to show progression (for infographics. Example on pg. 9)
Examples of infographics using colors that show progression. Color 9 Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Adopt EHR Collect and centralize data Drive provider behavior Engage patients
+ Aim to communicate a single idea on a slide. Your title and subtitle should help clarify what the big idea is. Be sure the rest of the content you include directly supports the main point. + Avoid creating series of slides that all have the same formatting approach (series of bullet lists, sets of the same graphics, repeating charts). Varied formatting tells a better story; if your content requires the same treatment, consider what you can adjust and still be accurate. Composition 10
+ Do not use drop-shadows on graphic elements; they are distracting. + Avoid scaling up images. Use a higher resolution image if the one you want to use isnt large enough. Scaling down is preferable. Graphics: General rules 11
Avoid using clip-art. It looks unprofessional and breaks our visual style. Use basic shapes, circles, boxes, lines or photos to communicate visually. Graphic illustrations should be flat, single color icons or vector art. If you need custom graphics, contact the Design Team. Graphics: General rules 12 Clip art looks cheesy Flat vector art is visually sophisticated
Use simple shapes and our theme colors for diagrams. Complex shapes are harder to understand. Graphics: General rules 13 Shapes are too complex and does not follow brand colors Simple shapes keep focus on the content
Keep charts or other diagrams in a consistent visual style. Use the same shapes, corners and styles. Graphics: General rules 14 The different styles distract and poorly represent the brand Shared styles make it easier to learn the visual language and focus on the content Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Customer Success RepresentativesTier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Technical Support Specialist Technical Support Specialist Technology Operations
Align images to the edges of text or center in the space, dont let them bleed to the edge of the slide. Graphics: General rules 15 Image aligned to the title Images horizontally centered in the space r - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Week Ending PatientFusion.com Appts
Scale graphics proportionately (drag from the corner while holding shift) Graphics: General rules 16 Image scaled incorrectly and appears squished/ unprofessional Image is scaled proportionately and displays correctly Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations
Graphics: Screenshots and photos 17 + Use a maximum of two graphics per slide, to avoid cluttering the space. + Do not overlap screenshots and photos on top of one another. + You can frame screenshots or photos with a thin gray border using 0.15 thickness at (RGB 219 219 219) to subtly separate them from the rest of the content. Do not overlap screenshots
Screenshots should show realistic data and situations where a user has largely completed a task. Dont show screens with empty fields. Graphics: Screenshots and photos 18 With no information filled in, it is hard to understand the capabilities of the feature With the data completed it is much easier to understand how the feature works
+ Purpose of a charts is to quickly convey complex data and relationships. + Imagine someone else trying to quickly understand the chart. Is it easy to read? Are labels clear and not overlapping graphics? Are the colors distinct enough from one another? Is there enough contrast between different data types? Is the chart trying to show too much? Graphics: Charts 19
+ What's the big takeaway? + Is the chart effectively and efficiently communicating the big idea? Graphics: Charts 20 This chart fails to quickly convey the main idea. It includes too much ancillary information.
Graphics: Charts 21 + When using color to distinguish different types of data, make sure the contrast is strong enough to easily distinguish the data. + Thick lines that are close together are hard to distinguish. Aim for 1.25 line thickness. Poor distinction Good distinction 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000
Graphics: Charts 22 + Avoid complex layering where visuals and numbers collide. + Choose a chart style that supports graphically distinct numbers and graphics. Visuals and numbers collide Visuals and numbers work together 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Denied Pending Approved Denied Pending Approved 50% 15% 35% 30% 5% 65% 35% 55% 10% 40% 10% 50% 45% 10% 45% 30% 5% 65% 32% 3% 65% 30% 5% 65% 30% 7% 63% 23% 10% 67% 16% 8% 74% 23% 15% 62% 26% 10% 51% 17% 18% 65%
Graphics: Charts 23 + Use solid lines; they are easier to see and track. + Vertical lines help viewers easily and quickly locate today relative to the data on the chart. Harder to track and unclear locating present time Easier to track and today is clearly marked 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups
Tables of numbers turn to visual noise without something to focus and anchor attention. Help direct attention with color and highlighting. Graphics: Charts 24 Channel Timing Audience Email Bi-monthly Existing customers Blog 10/10 Weekly Non-users Customers practicefusion.com November Existing users Potential users Health IT industry Press release Health IT Potential users No clear place for eye to focus Clear row that helps the eye target Channel Timing Audience Email Bi-monthly Existing customers Blog 10/10 Weekly Non-users Customers practicefusion.com November Existing users Potential users Health IT industry Press release Health IT Potential users
+ Title each slide descriptively and use the subtitle to clarify the overall conclusion or theme of the slide. + If you must create a slide with bullet lists, keep the list to under five items. If you have more than five, try to combine or reframe the content. + Introduce bullets one-at-time so that the audience doesnt read ahead. + Try to include an appropriate visual example for bullet-heavy slides to offset the list items. Content and copy 25
Content and copy 26 + Bold copy only to distinguish it from other surrounding copy, also consider changing color instead of bolding. + Use sentence case for copy (not initial caps or ALL CAPS). It improves readability and comprehension. + Avoid orphans and widows. + Detailed info on guidelines: Written stylistic guidelines
+ Always include source attribution for quotes, it makes them real and conveys authority. + If the quote is three lines or less, use the centered aligned option to make it feel bold (example on pg. 46) + If the quote is more than three lines, use the left aligned option; it is easier to read and better use of space (example on pg. 47) Content and copy 27
+ Introduce bullet points one-at-a-time so that people dont read ahead. Keep the animation simple, such as Fade. + Animation should be used only to control the timed appearance of information on screen. Dont use to call attention. + Think of animation as a way of keeping the pace of your presentation quick and to the point. Animation 28
Avoid most animation options. Animation 29
Practice Fusion Sample slides and best practices
User growth updates July 2013 31
+Leads from Invite-a-Friend have declined steadily since its launch. Past program performance 32 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Apr-11 Jun-11 Aug-11 Oct-11 Dec-11 Feb-12 Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13 Jun-13 Invite-a-Friend Leads Over Time Invites Sent Sign Ups
Thats less than 1% of total monthly leads. Currently ~ 50 leads come in via this channel per month. Past program performance 33
Industry structure Imaging channel 34 Fragmented: 7,000 licensed centers No 800 lb gorillas largest player has <$700M in revenue ~900 chains Two thirds of capacity Higher price points / greater operating leverage vs. labs Practice Fusion MD usage 80% of all MDs on PF regularly order imaging studies Typical doctor orders 25 30 per month (similar to labs) Digitized radiology results requirement, MU Stage 2 (like lab results for MUS1) Channel status 5 contracts signed Tiered rate cards $80-100 per MD connection per month, on average ~450 active partner conversations in sales pipeline
Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 35 - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Appointments Visits Week Ending PatientFusion.com Appts requested Visits
Visits up 41% and appointments requested up 32% compared to the previous week. PatientFusion.com 36
Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 37 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Weekly Appointment Status Denied Pending Approved
Last week, 48% of appointments were booked via email; the week prior was 58%. PatientFusion.com 38
Position Practice Fusion as a source of knowledge and Meaningful Use. Meaningful Use certification 39 Timing Audience Medium Message CT Email Bi-monthly Existing customers MU Checkups Dashboard report cards Stay on track for meaningful use Learn about new feature Learn more (blog post) Blog 10/10 Weekly Non-users Customers Product Blog Guarantee of Stage 2 Preparing for Stage 2 Reporting progress/Attestation Attend webinar View our MU Center practicefusion.com November Existing users Potential users Health IT industry Updated MU Center Updated nav. Understand Meaningful Use Get started today Sign up (doctors) Press release Monthly Health IT Potential users Pitch story Largest physician community on MU2 certified product Sign up Webinars Weekly Existing users Potential users Achieving MU Stage 2 overview (mid- Nov) Achieving MU w/ PF is easy Prepare for Stage 2 before 1/1/14 Sign up (non-users) External banners Ongoing Potential users Webinar(s) MU Center Guaranteed 2014 certification Meaningful Use money (continue) Sign up Channel
Lead volume has not grown Y/Y as projected; market saturation, reduced effect of eRx deadline to blame. Quality improvement 40 5,000 6,000 7,000 8,000 9,000 10,000 J F M A M J J A S O N D Goal Actual Month 10% YTD 4%
+ Meaningful Use + Pay-for-performance reimbursement contracts + Generational shifts + Connected services create feedback loop Connected pharmacies, lab connections imaging centers, ACOs Multiple drivers for EMR adoption 41
1042 234 11 1280 486 23 0 200 400 600 800 1000 1200 1400 High cholesterol in hx CAD/IHD Prior MI Rateper10,000patients Female Male Practice Fusion data confirms expectations and also reveals surprising patterns. Early findings 42
Plansource Benefits, policies, and demos 43 +Tools Logging in Addresses, SS, birthday Paystub and W2 PTO Benefits Medical Dental Wellness
2013 Q3 Activation Funnel 44 Sign-Up (Qualified) 100% Experience(1st login) 75% Explore (2nd login) 50% Activate 18% Evaluate (3rd login) 100% High friction Poor engagement -25% -25% -20% -12%
Electronic health records Practice Fusion 45
- Leonard Kish Patient engagement is the blockbuster drug of the century. 46
- Forbes Practice Fusion boasts one of the largest platforms in health care, with 100,000 medical personnel actively using its web-based electronic health record and 75 million patients. 47

More Related Content

Standard guidelines april

  • 2. Guidelines and rules of thumb 2
  • 3. Use this guide to create well-designed and on-brand presentations. + Fonts.4 + Color.5-9 + Composition... 10 + Graphics ..11-24 General rules.. 11-16 Screenshots and photos....17-18 Charts..... .19-24 + Content and copy....25-27 + Animation.....28-20 + Sample slides and best practices.30 Introduction 3
  • 4. + This template uses only Arial. Avoid using any other fonts in your slides. + Use Bold headlines only to distinguish from other surrounding copy. + Also consider changing color (using a theme color) instead of bolding copy. Fonts 4
  • 5. There are four color palettes based on Practice Fusion's "theme colors". Pages 6 and 7 outline the range of colors and uses for different applications. + Use only the provided colors. + Use a single supporting color to call attention, or define sub-headers on a slide. Other slides can use different supporting colors. + Use color only when needed to call attention or differentiate. Color 5
  • 6. + Be mindful of the order of colors. Never create a "rainbow" color sequence. + Mainly use the Primary and Secondary color palettes. If they lack in conveying the idea, then resort to using colors from the Extended palette. + Limit the use of the Aqua and Orange colors. Color 6
  • 7. + Primary (for headers, background colors) Color 7*The Aqua used in this PowerPoint has been modified to be slightly darker for legibility purposes Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Sky Purple #00aaff r0 g170 b255 #46008c R70 g0 b140 #002266 r0 g34 b102 Dark navy Aqua Orange #4dcba8 r77 g203 b168 #ff9326 r255 g147 b38 #e61e19 r230 g30 b25 Red Gray Black #949494 r148 g148 b148 #000000 r0 g0 b0 #262626 r38 g38 b38 Dark gray #045EA5 r4 g94 b165 Navy White #ffffff r255 g255 b255 + Secondary (for emphasizing text, data in graphs, supporting text)
  • 8. + Extended palette (tints of Primary and Secondary colors for data in graphs) Color 8 Sky Purple Navy Purple #00aaff r0 g170 b255 #1280e2 r18 g128 b226 #2355c6 r35 g85 b198 #352ba9 r53 g43 b169 #46008c R70 g0 b140 #045ea5 r4 g94 b165 #15479f r21 g71 b159 #252f99 r37 g47 b153 #361892 r54 g24 b146 #46008c R70 g0 b140 Red Purple #e61e19 r230 g30 b25 #be1636 r190 g22 b54 #960f53 r150 g15 b83 #6e086f r110 g8 b111 #46008c R70 g0 b140 Sky Aqua Dark navy Aqua #00aaff r0 g170 b255 #13b2e9 r19 g178 b233 #27bbd3 r39 g187 b211 #3ac3be r58 g195 b190 #4dcba8 r77 g203 b168 #002266 r0 g34 b102 #134c77 r19 g76 b119 #277687 r39 g118 b135 #3aa198 r59 g161 b152 #4dcba8 r77 g203 b168 #e61e19 r230 g30 b25 #33a0d9 r236 g59 b28 #33a0d9 r243 g89 b32 #33a0d9 r249 g118 b35 #ff9326 r255 g147 b38 Red Orange Tip: To apply a color to your object, click on the desired color, press the "paintbrush" icon in your toolbar then click on the desired location. + Colors to show progression (for infographics. Example on pg. 9)
  • 9. Examples of infographics using colors that show progression. Color 9 Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Adopt EHR Collect and centralize data Drive provider behavior Engage patients
  • 10. + Aim to communicate a single idea on a slide. Your title and subtitle should help clarify what the big idea is. Be sure the rest of the content you include directly supports the main point. + Avoid creating series of slides that all have the same formatting approach (series of bullet lists, sets of the same graphics, repeating charts). Varied formatting tells a better story; if your content requires the same treatment, consider what you can adjust and still be accurate. Composition 10
  • 11. + Do not use drop-shadows on graphic elements; they are distracting. + Avoid scaling up images. Use a higher resolution image if the one you want to use isnt large enough. Scaling down is preferable. Graphics: General rules 11
  • 12. Avoid using clip-art. It looks unprofessional and breaks our visual style. Use basic shapes, circles, boxes, lines or photos to communicate visually. Graphic illustrations should be flat, single color icons or vector art. If you need custom graphics, contact the Design Team. Graphics: General rules 12 Clip art looks cheesy Flat vector art is visually sophisticated
  • 13. Use simple shapes and our theme colors for diagrams. Complex shapes are harder to understand. Graphics: General rules 13 Shapes are too complex and does not follow brand colors Simple shapes keep focus on the content
  • 14. Keep charts or other diagrams in a consistent visual style. Use the same shapes, corners and styles. Graphics: General rules 14 The different styles distract and poorly represent the brand Shared styles make it easier to learn the visual language and focus on the content Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations Customer Success RepresentativesTier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Technical Support Specialist Technical Support Specialist Technology Operations
  • 15. Align images to the edges of text or center in the space, dont let them bleed to the edge of the slide. Graphics: General rules 15 Image aligned to the title Images horizontally centered in the space r - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Week Ending PatientFusion.com Appts
  • 16. Scale graphics proportionately (drag from the corner while holding shift) Graphics: General rules 16 Image scaled incorrectly and appears squished/ unprofessional Image is scaled proportionately and displays correctly Tier 1 Tier 2 Tier 3 Tier 4 Escalation Implementation Specialist Customer Success Representatives Technical Support Specialist Technical Support Specialist Technology Operations
  • 17. Graphics: Screenshots and photos 17 + Use a maximum of two graphics per slide, to avoid cluttering the space. + Do not overlap screenshots and photos on top of one another. + You can frame screenshots or photos with a thin gray border using 0.15 thickness at (RGB 219 219 219) to subtly separate them from the rest of the content. Do not overlap screenshots
  • 18. Screenshots should show realistic data and situations where a user has largely completed a task. Dont show screens with empty fields. Graphics: Screenshots and photos 18 With no information filled in, it is hard to understand the capabilities of the feature With the data completed it is much easier to understand how the feature works
  • 19. + Purpose of a charts is to quickly convey complex data and relationships. + Imagine someone else trying to quickly understand the chart. Is it easy to read? Are labels clear and not overlapping graphics? Are the colors distinct enough from one another? Is there enough contrast between different data types? Is the chart trying to show too much? Graphics: Charts 19
  • 20. + What's the big takeaway? + Is the chart effectively and efficiently communicating the big idea? Graphics: Charts 20 This chart fails to quickly convey the main idea. It includes too much ancillary information.
  • 21. Graphics: Charts 21 + When using color to distinguish different types of data, make sure the contrast is strong enough to easily distinguish the data. + Thick lines that are close together are hard to distinguish. Aim for 1.25 line thickness. Poor distinction Good distinction 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000
  • 22. Graphics: Charts 22 + Avoid complex layering where visuals and numbers collide. + Choose a chart style that supports graphically distinct numbers and graphics. Visuals and numbers collide Visuals and numbers work together 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Denied Pending Approved Denied Pending Approved 50% 15% 35% 30% 5% 65% 35% 55% 10% 40% 10% 50% 45% 10% 45% 30% 5% 65% 32% 3% 65% 30% 5% 65% 30% 7% 63% 23% 10% 67% 16% 8% 74% 23% 15% 62% 26% 10% 51% 17% 18% 65%
  • 23. Graphics: Charts 23 + Use solid lines; they are easier to see and track. + Vertical lines help viewers easily and quickly locate today relative to the data on the chart. Harder to track and unclear locating present time Easier to track and today is clearly marked 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Invites Sent Sign Ups
  • 24. Tables of numbers turn to visual noise without something to focus and anchor attention. Help direct attention with color and highlighting. Graphics: Charts 24 Channel Timing Audience Email Bi-monthly Existing customers Blog 10/10 Weekly Non-users Customers practicefusion.com November Existing users Potential users Health IT industry Press release Health IT Potential users No clear place for eye to focus Clear row that helps the eye target Channel Timing Audience Email Bi-monthly Existing customers Blog 10/10 Weekly Non-users Customers practicefusion.com November Existing users Potential users Health IT industry Press release Health IT Potential users
  • 25. + Title each slide descriptively and use the subtitle to clarify the overall conclusion or theme of the slide. + If you must create a slide with bullet lists, keep the list to under five items. If you have more than five, try to combine or reframe the content. + Introduce bullets one-at-time so that the audience doesnt read ahead. + Try to include an appropriate visual example for bullet-heavy slides to offset the list items. Content and copy 25
  • 26. Content and copy 26 + Bold copy only to distinguish it from other surrounding copy, also consider changing color instead of bolding. + Use sentence case for copy (not initial caps or ALL CAPS). It improves readability and comprehension. + Avoid orphans and widows. + Detailed info on guidelines: Written stylistic guidelines
  • 27. + Always include source attribution for quotes, it makes them real and conveys authority. + If the quote is three lines or less, use the centered aligned option to make it feel bold (example on pg. 46) + If the quote is more than three lines, use the left aligned option; it is easier to read and better use of space (example on pg. 47) Content and copy 27
  • 28. + Introduce bullet points one-at-a-time so that people dont read ahead. Keep the animation simple, such as Fade. + Animation should be used only to control the timed appearance of information on screen. Dont use to call attention. + Think of animation as a way of keeping the pace of your presentation quick and to the point. Animation 28
  • 29. Avoid most animation options. Animation 29
  • 30. Practice Fusion Sample slides and best practices
  • 32. +Leads from Invite-a-Friend have declined steadily since its launch. Past program performance 32 50 70 90 110 130 150 170 190 210 230 250 - 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Apr-11 Jun-11 Aug-11 Oct-11 Dec-11 Feb-12 Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13 Jun-13 Invite-a-Friend Leads Over Time Invites Sent Sign Ups
  • 33. Thats less than 1% of total monthly leads. Currently ~ 50 leads come in via this channel per month. Past program performance 33
  • 34. Industry structure Imaging channel 34 Fragmented: 7,000 licensed centers No 800 lb gorillas largest player has <$700M in revenue ~900 chains Two thirds of capacity Higher price points / greater operating leverage vs. labs Practice Fusion MD usage 80% of all MDs on PF regularly order imaging studies Typical doctor orders 25 30 per month (similar to labs) Digitized radiology results requirement, MU Stage 2 (like lab results for MUS1) Channel status 5 contracts signed Tiered rate cards $80-100 per MD connection per month, on average ~450 active partner conversations in sales pipeline
  • 35. Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 35 - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Appointments Visits Week Ending PatientFusion.com Appts requested Visits
  • 36. Visits up 41% and appointments requested up 32% compared to the previous week. PatientFusion.com 36
  • 37. Patient Fusion site traffic bounces back after a slow holiday week. PatientFusion.com 37 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 13-Apr 20-Apr 27-Apr 4-May 11-May 18-May 25-May 1-Jun 8-Jun 15-Jun 22-Jun 29-Jun 6-Jul 13-Jul Weekly Appointment Status Denied Pending Approved
  • 38. Last week, 48% of appointments were booked via email; the week prior was 58%. PatientFusion.com 38
  • 39. Position Practice Fusion as a source of knowledge and Meaningful Use. Meaningful Use certification 39 Timing Audience Medium Message CT Email Bi-monthly Existing customers MU Checkups Dashboard report cards Stay on track for meaningful use Learn about new feature Learn more (blog post) Blog 10/10 Weekly Non-users Customers Product Blog Guarantee of Stage 2 Preparing for Stage 2 Reporting progress/Attestation Attend webinar View our MU Center practicefusion.com November Existing users Potential users Health IT industry Updated MU Center Updated nav. Understand Meaningful Use Get started today Sign up (doctors) Press release Monthly Health IT Potential users Pitch story Largest physician community on MU2 certified product Sign up Webinars Weekly Existing users Potential users Achieving MU Stage 2 overview (mid- Nov) Achieving MU w/ PF is easy Prepare for Stage 2 before 1/1/14 Sign up (non-users) External banners Ongoing Potential users Webinar(s) MU Center Guaranteed 2014 certification Meaningful Use money (continue) Sign up Channel
  • 40. Lead volume has not grown Y/Y as projected; market saturation, reduced effect of eRx deadline to blame. Quality improvement 40 5,000 6,000 7,000 8,000 9,000 10,000 J F M A M J J A S O N D Goal Actual Month 10% YTD 4%
  • 41. + Meaningful Use + Pay-for-performance reimbursement contracts + Generational shifts + Connected services create feedback loop Connected pharmacies, lab connections imaging centers, ACOs Multiple drivers for EMR adoption 41
  • 42. 1042 234 11 1280 486 23 0 200 400 600 800 1000 1200 1400 High cholesterol in hx CAD/IHD Prior MI Rateper10,000patients Female Male Practice Fusion data confirms expectations and also reveals surprising patterns. Early findings 42
  • 43. Plansource Benefits, policies, and demos 43 +Tools Logging in Addresses, SS, birthday Paystub and W2 PTO Benefits Medical Dental Wellness
  • 44. 2013 Q3 Activation Funnel 44 Sign-Up (Qualified) 100% Experience(1st login) 75% Explore (2nd login) 50% Activate 18% Evaluate (3rd login) 100% High friction Poor engagement -25% -25% -20% -12%
  • 46. - Leonard Kish Patient engagement is the blockbuster drug of the century. 46
  • 47. - Forbes Practice Fusion boasts one of the largest platforms in health care, with 100,000 medical personnel actively using its web-based electronic health record and 75 million patients. 47

Editor's Notes

  • #35: All opportunity, not in the model
  • #42: Pay-for-performance reimbursement contracts ~500 Medicare Shared Savings programs already established UnitedHealth channeling $50B in reimbursement through P4P Generational shifts Young doctors are universal adopters; expect modern UX Patients expect digital access & provider communications Connected services create feedback loop eRx-enabled pharmacies, electronic lab connections, etc add value to EMR usage beyond charting Meaningful Use Two-thirds of office-based MDs see Medicare/Medicaid patients Bonuses through 2015, then escalating penalties
  • #43: ----- Meeting Notes (7/11/13 11:44) ----- 1. Screenshot/offering - Must be a great campaign - Must have data 2. Market size/opportunity 3. Performance - historical + projected - rate