eV2018 proposal-standard-FFR

Foundations for Recovery Proposal February 13 2018

Chris WilliamsDirector of Sales, Northwest(800) 635-8209 x. [email protected]

Experience the …1 Experience the EchoVantage2 The Power of Visual3 The Potential of Flexibility4 The Strength in Relationships5 Statement of Work6 Pricing

EchoVantage is … The Echo Group’s integrated, web-based, clinical, billing, and administrative application. The culmination of hundreds of hours of research, thousands of hours of work, and 37 years of experience.

Experience the …

What sets Echo apart?When I speak with behavioral health professionals about the myriad ofavailable electronic health records, applications, and technologies, thequestion I’m most asked is, “What makes Echo different?”Without hesitating, I share the three things that set Echo apart from thedozens of other technology vendors working with behavioral healthorganizations …

Experience the … Power of Visual Potential of Flexibility Strength in Relationships

The Visual Health Record EchoVantage features the Visual Health Record. The Visual Health Record compiles volumes of data that typically live in layers of navigation, spreadsheet views, and arcane codes, and presents it in an at-a-glance visual format. The Visual Health Record is amazingly intuitive and remarkably flexible. It features a user-group-specific chart that displays relevant data in a color-coded timeline view with simple and understandable bars and icons to convey your client’s information.

The Power of Visual

The Fiscal VantagePoint EchoVantage applies the power of visual to your billing workflow. streamlining and simplifying a complex and convoluted process so you can recover every penny you’re entitled to for the services you provide. The Fiscal VantagePoint functions as a central workspace for you your billing processes. Everything you need to complete any billing task is accessible from this screen. Configurable graphs alert you to which billing tasks are your priorities and where you need to focus your attention.

The Power of Visual

Data is mission-critical …Data is mission-critical.EchoVantage has built-in interfaces to SSRS reports. Your staffexperience a seamless interface to the reports, running them fromeither menus or buttons on windows within the application.Custom reports that are developed in SSRS can be added into theexisting report menus.

The Power of Visual

The hallmark of Echo applications …Flexibility in the technology you work with is fundamental to yourorganization's success.Flexibility and configurability are the hallmark of Echo applications.EchoVantage allows for configurable, role-specific interfaces.Administrators, clinicians, residential staff, case managers andphysicians can each have different views and workflows increasingefficiencies and improving your staff’s user experience.

The Potential of flexibility

FormDesignEHR With Echo’s FormDesignEHR Tool, forms can be tailored to meet your specific needs. ü Referral forms ü Intake forms ü Comprehensive Clinical Assessment ü Treatment Plan ü Youth Satisfaction Survey ü CANS ü MOTS

The Potential of flexibility

Echo ImplementationWhile each project has unique characteristics, The Echo Group follows astandard Sales-to-Support deployment methodology designedspecifically for each project’s scope and success criteria.There are four phases to every project: 1. Project Initiation 2. Project Planning 3. Project Execution & Monitoring 4. Project Go Live & Closure

The Strength in RelationshipsKick-off Call Data Collection Project Planning Workshop Configuration WorkshopSystem Configuration Form and Report Training Form and Report Build Build Sign-offSuper User Training Testing End User Training Go Live Readiness Assessment Go Live! Optimize

Peer to Peer Summit v. 16The Peer to Peer Summit is our signature event.Each year we’re able to connect with partners for three days of peace,love, and software.Insight, innovation, and inspiration, are just three of the many reasonsour partners travel from across the country to meet in New Englandeach autumn.

The Strength in Relationships “Networking with other customers andconnecting with Echo staff is always key.” — Janet Salsbury, Community Partners Peer to Peer Summit v. 16 Dates: September 30 – October 3, 2018 Location: Portsmouth, NH

Our MissionWe empower our partners to be the most clinicallyeffective and financially strong.

The Strength in Relationships• Privately owned since 1981• Over 37 years of experience providing software and services• Partners in over 35 states• Long-term commitment to partners’ success “With Echo, we’ve developed a partnership that promotes flexibility and adaptability to meet the electronic health record needs of an ever-changing mental healthcare environment.” David Coleman, Youth Focus

Statement of WorkIMPLEMENTATION, TRAINING AND CONVERSION SERVICESOverviewThe Agency has contracted with The Echo Group (Echo) for an Implementation of EchoVantage. The specific services to be performed by Echo during theImplementation are outlined below and this Statement of Work encompasses all services to be performed by Echo. Additional services hours may be purchased at thestandard services rate at that time.Echo and the Agency will work collaboratively to establish a detailed Project Plan for the Agency’s Implementation of EchoVantage as outlined in the Scope of Servicesbelow. The Project Plan shall dictate the Implementation Schedule and Echo and Agency resources and responsibilities. The implementation schedule, outlined in theProject Plan, shall be no more than six (6) months. Action or inaction on the part of the Agency that should extend the schedule past nine (9) months from the date ofAgreement Execution may necessitate a Scope Change Order and potentially additional costs.Travel and ExpensesTravel and expense costs are reimbursable under the terms of Exhibit H (Expense Reimbursement Policy). All services are scheduled to be completed remotely but ifonsite services are requested, travel costs will apply.Assumptions and ExpectationsExpectations of the Agency:• The Agency will assign the appropriate resources knowledgeable in Agency clinical workflows to act as Super-Users and participate in configuring the system.• The Agency will collaborate with Echo to create a comprehensive Project Plan and implementation timeline and will make a good faith effort to complete tasks as outlined in the Project Plan timeline.• The Agency will respond to requests for information required to complete system implementation promptly and thoroughly.• The Agency will provide Echo assigned resources access to the Agency’s EchoVantage SaaS-hosted database for use in configuration guidance and training.• The Agency will complete thorough system testing within the agreed upon Project Plan timeline and will be responsible for identifying and tracking the remediation of any testing issues.Expectations of Echo:• Echo will provide project team members knowledgeable in the Echo software configuration and use to provide the services outlined in this Statement of Work.• Echo will collaborate with the Agency to create a comprehensive Project Plan and implementation timeline and will make a good faith effort to complete tasks as outlined in the Project Plan timeline.• Echo will assist the Agency in the identification and remediation of any testing issues in which the system does not function as designed.• Echo will complete a Go Live Readiness Assessment with the Agency within 10 days of System Cutover to advise the Agency on Go Live Planning.

Statement of Work Scope of Services Echo will collaborate with the Agency to create a Project Plan to detail tasks, due dates and responsibility.Echo Provided ServiceImplementation Assistance Echo will conduct bi-weekly status calls with the Agency to review progress against the Project Plan. All configuration is completed by the Agency with Echo providing remote Super-user training and guidance to the Agency in the configuration of EchoVantage to support Agency workflows. Echo will provide remote support during Agency Go live of EchoVantage and assist Agency to document and remediate Go Live issues.Forms Library Echo will provide the Agency access to Echo’s Form Library of existing standard Forms. The Agency may select a total of ten (10) web-based forms for install into the Agency’s database.End-user Training Echo will provide remote End-user Training sessions (for a total of 16 hours) to the Agency to include: • User Groups and Staff Set-up • Service Components and Definitions • Registering a Client and Scheduling a Service • Adding a diagnosis • Episodes and Enrollments • Using the Visual Health Record • Entering a Service and Completing a Progress Note • Creating a Treatment PlanIf additional requirements for services are identified during the course of the implementation, a new Statement of Workand Proposal authorization may be required.

Pricing Pricing is valid for 60 days Prepared for: Foundations for RecoveryProject Costs Software as a Service Details Licensing Hosted by Echo Forms Library Defined Concurrent Users - EchoVantage, Annual Fee [License Subscription, Hosting, Maintenance and Support] Implementation Services 4 Concurrent Users Select up to 10 forms from existing Forms Library IT Services $5,910 60 hours EchoVantage Implementation and Project Management Services $2,100 Installation and Set-up; On-site and Remote ($5,250 value) Dashboards Packages 1 and 2 $10,500 Includes: Package 1 - Episode Duration of Diagnosis; Axis 5 by Diagnosis; Signature Delay by Staff; Utilization Review; Medication Report; Included Package 2 - Service Hours by Diagnosis; Average Program per Enrollment; Patient Count by Diagnosis; Activities Report; Signature Delay Training Over Time. Included Course #510 Clinical End User Workshop with Workflow Documentation (Train the Trainer format) for up to 12 Trainees plus 2 Agency Annual Maintenance and Support attendees to Peer to Peer User Summit $2,800 Includes telephone and on-line support, all software upgrades and releases for defined Concurrent EchoVantage Users, renews annually at Annual Hosting Included in Licensing then current price for user count Total Project Cost* Price Above eCloud Hosting by Echo Includes application, application server and database server for defined Concurrent EchoVantage Users; Annual Included in Licensing rate quoted; 3 yr minimum Agreement Price Above $21,310Estimated Recurring Cost $5,910 Includes Estimated Annual Recurring Costs (including License Subscription, Hosting and/or Maintenance) for defined Concurrent users of EchoVantageOPTIONAL $1,000 annually Annual fee per named DEA licensed prescriber; non-prescribing staff may access at no additional charge DrFirst with EPCS GoldDrFirst Services Package $2,450 Set-up, Implementation, Training and AdministrationToolset Utilization Package $3,500 Up to 20 hours for Custom Forms and ReportsCourse #505 FormDesignEHRWorkshop $4,200 3 days on-site or remote training; up to 12 attendeesCourse #515 Report WriterWorkshop $2,800 2 days on-site or remote training; up to 12 attendees*Pricing does not include Reimbursable Travel Costs for Echo Staff or Agency Staff travel to the User ConferenceNotes:Annual SaaS fee is 15% off Echo's standard SaaS rate for 4 concurrent usersSoftware as a Service includes annual license subscription, support and maintenance and Echo hosting.For More Information Please Contact: Chris Williams Director of Sales, Northwest

Experience the … Power of Visual Potential of Flexibility Strength in Relationships

Experience the …