Outsourcing Medical Summaries from an Offshore LPO Firm

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Manthan Legal Outsourcing Medical Summaries from an Offshore LPO Firm

Presented by: Vrinda Vats email : vrinda.vats@manthanlegal.com Alternate email : marketing@manthanlegal.com www.manthanlegal.com

Š Manthan Legal 2013 www.manthanlegal.com


Table of Contents Outsourcing of Medical Records Summarization (Medical Summaries)

Medical Summaries @ Manthan Legal

What We Offer under Processing of Medical Records

Types of Medical Chronologies that we deliver

Manthan’s role in the entire Case Cycle Process

Uploading Medical Summaries/Records @Manthan Legal

Process, People, Quality, TAT, Technology

Medical Summaries Process @ Manthan Legal

Data Security & HIPPA Compliance @Manthan Legal

Manthan Differentiator

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Outsourcing of Medical Records Summarization (Medical Summaries) •

Who can leverage outsourcing of Medical Records Summarization

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Medical records Summarization is generally required by Personal Injury (PI) law firms

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Outsourcing of Medical Records Summarization (Medical Summaries) Contd.. •

Benefits

Identify your firms key strengths and innovate

Marketing Marketing

Customer Customer Relationship Relationship

Legal Legal Authority Authority

Case Processing Case Processing (Medical Summaries)

Your core differentiators Manthan Legal accelerator

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 Let your practice run all 24 hours  Ensure Scalability  Provide Cost Competitiveness

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Medical Summaries @Manthan Legal “Manthan Legal is a Premier Legal Process Outsourcing firm built as an accelerator focused on summarization of medical records for PI law firms. Our mission is to double the case processing capability of our clients every 18 months.” Fact Sheet •

Delivery center in India – Bangalore

Over 900 man-years of legal outsourcing experience in medico-legal services

Team of 250 people with 150 paralegals, 50 paramedic staff and 10

Process and Metrics driven project management

Dedicated engagements with over 60 law firm clients

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doctors/physicians

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What We Offer under Medical Records Management We are providing a complete package for medical records retrieval and management Requesting and following up with medical providers for medical records Document Organizing/Indexing Medical Records Sorting/Segregation Hyper linking/Pagination/Bate numbering

Identify the records Provide a gist of the records while filing the records in case management tools like Trial Works, Needles, Time Matters, etc.

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Prepare Chronological medical Factsheet Prepare Medical Summaries Peer Review


Types of Medical Chronologies that we deliver •

Document Organizing/Indexing

Review the records and provide the output in the form of simple verbatim chronology of treatment undertaken

General medical summary in SOAP format. Refer Samples of Medical Summary

We also review the records for answers to specific queries from the law firm relating to

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specific incidents of negligence and deviations from defined standards of care.

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Manthan’s role in the entire Case Cycle Process Stage 1: Intakes

•Receive new client calls and faxes

•Update database with client Information

Obtain

personal history, records and case details from client

Draft

demands for settlement

Set

up treatment dates and appointments

Assemble

docs and create exhibits

Interrogatories,

RFPD, Admissions, Response to discovery requests

•Welcome calls and initial correspondence with clients

motion for summary judgment Draft

pre-trial brief

Prepare

questions for deposition Draft Summarize

Request,

Draft

receive, organize, summarize and timeline medical records

Draft

summons and complaints

appellate Briefs and exhibits

Depositions • Draft pre trial motions, motion in limine

Legal

research using Westlaw, Lexis and drafting memos Manthan Legal Pioneers in Legal Process Outsourcing

Case Processing Enabler Organizational Enabler Case Analytics, Marketing Support, New Age Media writing, Billing Support, Case Audits, Go Paperless support, Word Processing

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Uploading Medical Summaries/Records @Manthan Legal At Manthan Legal we work directly on the law firm’s server by logging into their system. The medical Summaries remain in their system and the output is shared in the form of email or direct filing in the case folder. This is intimated to the concerned paralegal and attorney handling the case in the law firm.

In some cases, when the records are huge, we also receive the records through our dedicated FTP arrangement, which are fully secured.

We also have a dedicated and secured Dropbox to receive smaller records. Many of the law firms also transfer their files to us through their own secured Dropbox.

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Manthan Expertise Process, People, Quality, TAT, Technology

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Process Arrangement @ Manthan Legal Process Details

Onshore Law Firm

Offshore Manthan Legal

1. Case File collation 2. Document scanning

1

DB Scanner

Legal documents

4. Lead Lawyer allocates

4

2

5. Assigned to executives Live Folder

6. Organizing and Summarizing

Archive

Electronic Documents

7. End-of-day progress

5

Lead Lawyer

8. Delivered to onsite team

3 VPN, Remote Desktop

Client Server

VoIP phone

Lawyers, Paralegals EOD

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7

6

End of Day Report Report

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Print

3. Uploaded to server


If further review is required, it is done and the revised summary is delivered to the law firm for its use

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Medical Summaries Process @ Manthan Legal


People •

People are the strength of our business and our greatest resource. Our Medico-Legal services team of 250 people includes –

150 Paralegals,

50 Paramedic staff and

10 Doctors/Physicians

with rich experience and weighty subject matter knowledge and represent the best talents in the industry. Our paramedics are qualified nurses from premier nursing schools in India. All our paralegals are lawyers from top law schools in India and our physicians are also from leading medical colleges in India with sufficient practice experience.

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Quality Quality is of utmost importance in the delivery of our work product @Manthan. Our Stringent Quality Systems is benchmarked to ISO 9001. It is at o

Process Level • Extensive documentation at 3 levels o

Module

o

Submodule

o

Keystroke

• Checks and balances for each process Reviews by Quality team- Once the summary is completed, our second review team of paralegals glance through the same and if there are inconsistencies noticed, take the assistance of our doctors for finalizing the summaries.

o

Statistical monitoring

o

Monitoring based on Employee performance

People Level

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o

o

• Defined performance levels • Balanced Scorecard Technique • Active monitoring o

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Retraining & Star performers

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Quick Turn Around Time (TAT)

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Robust Technology •

Data Security – Secure access

N odes

• Use of VPN for remote connectivity

Client Site

Server

Manthan Switch

• Firewall for secure data transmission

– Data security measures • No print capability

Switch

• No local caching of data

Switch

VPN VPN Tunnel Tunnel Firewall

Scalable Infrastructure

Firewall Router

– High-end servers

Mode m

Modem

Router

– Communication Bandwidth : 2 Mbps (+ 1 Mbps backup) – Strong Business Continuity measures Seamless Communication

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– Internet Phones for live ‘one team functioning’ – Skype

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Rigorous Data Confidentiality Nodes

Server

Client Site

Manthan Switch

1. No local storage of data at Offshore location 2. Remote access of Client server only 3. Point to point Virtual Private Network (VPN)

Switch

VPN VPN Tunnel Tunnel Router

Mode m

Modem

4. Highest degree of data encryptation

Firewall

5. Firewalls to ensure IT systems protection

Router

6. Strict NDA between Manthan and its employees 7. Restricted access to workspace area to Client’s dedicated team only

Summary: Data does not leave the client servers ! Š Manthan Legal 2013 - 18 -

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Firewall

Switch


IP protection and confidentiality – Multiple Levels IP protection policies and procedures exceed industry standards: o o o o

IT security Physical security People level – employee data security policies IP protection policy

No data transfer to Manthan : complete data security o

Setting up segregated work environments: • At work station level – Dummy terminals – isolated from Manthan corporate network, and from shared network services (file servers, print servers) – Enabled through VPN, Remote Desktop Connection •

Company-wide IT policy – Passwords changed frequently – Strict authorization protocol

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Adherence to BS7799 data security standards

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Manthan Legal strictly follows the HIPAA Privacy Rules while saving, accessing and sharing of medical and personal information of end clients with strict administrative, physical and technical safeguards in place.

Physical safeguards include limited facility access and control, with authorized access in place for use and access to workstations.

Technical safeguards include access control to only the authorized personnel to access the medical records relating to the end client. Access control includes using unique user IDs, an emergency access procedure, automatic log off and encryption and decryption. As a matter of practice, the unique user IDS are changed every 15 working days to maintain confidentiality.

Tracking logs are maintained to keep records of activity on the workstations and on access to end client records.

We have strict technical safeguards in place to protect against unauthorized access while transmitting data back to the law firm. We always use our own or the law firm’s dedicated drop box/FTP for transfer of end client data.

Once the review is complete, the medical records are deleted permanently from our server by our authorized trained personnel for the purpose.

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HIPPA Compliance


Manthan Differentiator Specialist in Medical Summary

We summarize and analyze the medical records. This analysis helps understand the documents in the context of the case We assure a 5 day turnaround in most cases, as we have a large team of trained para-medical staff We share industry best practice templates for each summary type or can adapt to your format of summaries Till date, we have processed 1.2 million pages of medical records for summaries and analysis

Strong integration of technology and operations

Services spectrum to serve entire support requirements of a law firm

• •

Legal, paralegal, secretarial, IT, back office Strong proposition of being able to support across practice areas of litigation and non-litigation

Delivery model of custom dedicated team is strong value for clients

Data Security Scalability with control

• •

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Thank you!

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