Product Summary Version 4.0 147 Carondelet Street, Suite 3000 New Orleans, LA 70130 (888) 607-7483

The Business Process Optimization Engine for Healthcare

Aligning lab operations, patient care, and business dynamics into a single, unified platform

EngageDX (EDX) is a unique, cloud-based platform designed to improve efficiency and enhance data visualization for healthcare laboratories, their business teams, and the physicians they serve. EDX provides powerful requisitioning and accessioning tools to allow Labs to go 100% paperless from REQ to RESULT, all while providing unparalleled sample tracking through every step of testing. EDX allows Physician Offices to electronically requisition tests, easily view, download and integrate lab results in their EMR, and see real-time analytics of their ordering activity. EDX offers business teams a comprehensive suite of tools to manage their operations, including: CRM apps, electronic enrollment for new accounts, compliance training, and drill-down reporting on order activity, customer trends, and financial performance metrics. EDX provides complex integration between multiple labs with rules-based routing for sample delivery and revenue cycle reconciliation.

EngageDX is not a LIS or LIMS system. EngageDX is not a billing system. EngageDX is not an EMR system.

Instead, EngageDX sits on top of these platforms and serves as an intelligent engine to handle the data complexities associated with your environment:

…e-requisitioning & accessioning, …complex sample routing, …electronic results delivery, …billing integration & reporting, …and comprehensive business analytics.

Integrating your Systems, Teams, and Processes for a more Efficient Laboratory Solution

EngageDX has been developed to support and simplify the increasing complexity found in healthcare diagnostics. Specifically, EDX is designed to addresses key challenges in the market:

ü Labs struggle to balance demand with capacity. ü Hospital labs are seeking ways to enhance their outreach strategies. ü Integrated systems are now a requirement not a luxury. ü Legacy lab systems are slow to align with evolving business models. ü Complex reference lab arrangements are expanding. ü Physician on-boarding is mired in exhaustive paperwork and unnecessary complexity. ü Paper requisitioning can no longer support advanced billing and compliance guidelines. ü Workflow visibility is impossible to achieve in the chaos of integrated lab relationships. ü Executives need to understand the business metrics on their labs in near real-time.

EngageDX provides the right tools to your team members to run your laboratory more efficiently:

Lab Management & Accessioning Teams Powerful requisitioning and accessioning tools to allow Labs to go 100% paperless from REQ to RESULT, all while providing unparalleled sample tracking through every step of testing. Lab Executives & Sales Teams EDX offers executives and sales teams a comprehensive suite of tools to manage their business, including: CRM apps, electronic enrollment for new accounts, compliance training, and drill-down reporting on order activity, customer trends, and financial performance metrics. Physicians EDX allows Physician Offices to electronically requisition tests, easily view, download and integrate lab results in their EMR, and see real-time analytics of their ordering activity. Hospitals Labs EDX allows Hospitals Labs to more effectively service their communities and related healthcare entities by leveraging their lab infrastructure to better reach underserved markets and providers.

Intuitive, Powerful Portals with Best-of-Breed Integration

The jewels of the EngageDX platform are the portal interfaces that surround our core technology. Each portal is designed specifically for key users and their daily functions within the lab eco-system. Executive & Sales Portal

ü Sales User Management ü Training & Compliance Management ü Provider Enrollment Management & Tracking ü Marketing Asset Management ü Geo-Mapping Functionality ü Business Activity Reports ü Commissions Management & Reporting ü Mobile Access

Lab Administration Portal

ü Executive Dashboard Integration / Report Automation ü Advanced Test & Panel Management ü Custom Panel Development & Assignment ü Accessioning Administration ü Document Management / Repository ü Integration with LIMS System ü Integration with Billing System

Physician Portal

ü Electronic Enrollment for New Physicians ü Progress Tracking & Storage of Enrollment Documents ü e-Requisitions with electronic signature capture for Patients and

Providers, using integrated DocuSign® API, for 21CFR Part 11 requirements

ü Custom e-Order Receipts with bar coding ü Bar-coded specimen label printing ü NDC Drug Database Integration ü ICD-10 Database Integration ü Order Status Tracking ü Electronic Results Delivery ü Patient Management Tools

Billing Portal

ü Access to all accessioning and order notes ü ZIRMED® Integration for Insurance Eligibility and

Verification ü Access to patient results and physician notes ü Integration with billing systems for reporting and validation

Advanced Integration & Powerful Rules-Engine for automating the most complex business processes

EDX allows clients to create powerful lab-to-lab relationships to leverage a broad eco-system of related business entities. Advanced workflows and rules, powered by our proprietary framework, Fluence, provide unlimited flexibility when it comes to sample routing, system integration, and multi-lab activity tracking.

ü Unified Portal Eco-System: Physician, Lab,

Billing, and Executive ü Unlimited number of Users and Hierarchy:

Lab Staff, Providers, Sales Team, and others ü Unlimited number of Labs Under Management ü Electronic Ordering, Test & Panel

Management, Order Tracking across multiple platforms and labs

ü Accessioning Management for Multiple labs ü EMR / EHR Interface Engine (for bi-directional

support for orders placed in EMR by provider and delivered to EMR from lab)

ü Micro-EMR Functionality for Providers to visualize and track patient results across time and circumstances

Your EngageDX instance can be enhanced through ETL data configurations or more advanced integrations such as HL7, API, and Web Services. EDX has successfully integrated with many of the most popular platforms in the market providing powerful connectivity and data synchronization to empower your organization. The EDX integration network includes:

Laboratory Information Management Systems EMR Interfaces

Revenue Cycle Management / Billing Systems Ancillary Data Systems

Team Players who understand how to execute at the highest level for your organization

EngageDX has been designed for rapid deployment so you can quickly begin configuring your environment and leveraging the strengths of the system.

ü Deploy in Weeks, Not Months ü Go Digital with New Client and Employee Enrollments ü Move to e-Requisitions with Digital Signature Capture ü Add Users, Modalities, and Volume with Ease ü Achieve powerful integrations between your LIMS, BILLING, and physician EMR systems.

EngageDX is owned and operated by Spivey & Company, a team of technology experts who focus on the evolving challenges and continuous opportunities in the healthcare marketplace. We work with clients, partners, investors, and champions who share our enthusiasm for healthcare transformation and who want to turn ideas into reality, problems into solutions, and frustration into success. Headquartered in New Orleans, Louisiana, Spivey & Company is part of the Greater New Orleans BioInnovation movement and is proud to call Silicon Bayou home. To learn more about EngageDX or Spivey & Company please contact us today:

support@spiveyco.com

147 Carondelet Street, Suite 3000 New Orleans, LA 70130

(888) 607-7483