The Business Case Tool

Developing a strong business case is a key element in the foundation of patient-centered population-based health care. The Business Case Tool is an interactive Excel spreadsheet that uses site-specific data to model the financial outcomes of various approaches to population health management service delivery and staffing. Using the tool can support your team in the development of a care model that meets the unique needs of your patient population. As a result, your team can strategically allocate resources to reduce health care disparities and enhance quality care delivery.

Module 1: Introduction to the Business Case Tool

This module provides a broad overview of the Business Case Tool explaining the purpose of the tool, the multidisciplinary team it is designed for, how it is organized, and the different ways it can be used for population health management planning.

 

Audience: All staff
Time to complete: 5-10 minutes
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Module 2: Overview of the Business Case Tool: A Video Walkthrough

This module provides a video explaining each tab in the Excel-based tool, including the date entry tabs, a PHMI care team example tab, and care team simulation tab.

 

Audience: All staff
Time to complete: 5-10 minutes
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Module 3: Entering Baseline Data into the Business Case Tool

This module provides videos demonstrating how to enter baseline data into each of the tabs. It also explains the logic behind the tool and potential data entry pitfalls.

 

Audience: Finance Team
Time to complete: 5-10 minutes
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Module 4: Care Team Simulation & Scenario Testing

This module explains how to use the tool to simulate changes in staffing levels or model of care mixes using baseline data and other inputs from the care team.

 

Audience: Multidisciplinary Planning Team (Finance, Clinical and Operations)
Time to complete: 20 minutes
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Module 5: Using Business Case Tool for Additional Use Cases

This module explains how to use the tool to show how to use the BCT for additional use cases such as reviewing the sustainability of PHMI implementation plans, planning PHMI spread to new populations of focus and/or new sites, budgeting for a clinic site, and reviewing the sustainability of new initiatives outside of PHMI.

 

Audience: Multidisciplinary Planning Team (Finance, Clinical and Operations)
Time to complete: 30 minutes
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