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OREGON HEALTH AUTHORITY GAINS CONTRACT VISIBILITY AND SPEED WITH DOCUSIGN CLM





 * 80%
   
   Increase in efficiencies


 * 93%
   
   Faster cycle time for new contracts


 * ↓
   
   Errors

Created in 2009, the Oregon Health Authority (OHA) is charged with increasing
access to affordable, high-quality healthcare to all Oregonians. The multitude
of initiatives and programs coordinated by the Oregon Health Authority,
including Behavioral Health Services, requires processing a constant stream of
complex contracts—covering everything from provider agreements with individual
clinicians to massive contracts with statewide coordinated care organizations.
Approving and filing these agreements involves a network of processes that reach
beyond OHA’s boundaries and into other state agencies.

When COVID-19 struck, it not only presented a major public health crisis for OHA
to handle; paper-driven processes presented some logistical challenges for
employees who were forced to work from home. Pressed for a rapid solution, OHA’s
Director of Business Operations Mick Mitchell turned to DocuSign CLM. “We
researched some competitive solutions, but we didn't see the level of
flexibility we needed or the level of trust DocuSign is known for.”

With CLM, OHA accelerated cycle times for behavioral health contracts while
improving visibility and management across the board.


GETTING UP AND RUNNING QUICKLY WITH DOCUSIGN CUSTOMER SUCCESS 

With the heightened urgency of the pandemic, Mitchell tapped the expertise of
the Professional Services team to implement CLM as rapidly as possible. As a
large organization with complex processes and unique requirements, Mitchell was
impressed by the team’s ability to deliver a solution that suits their needs.
“They did some pretty quick work around the heavy lifts we asked for—and they
were able to meet the needs of our timelines,” he said. 

The added technical expertise proved critical in making the most out of OHA’s
CLM implementation, and perhaps more importantly, made the transition to
DocuSign seamless for the business. “Their overall technical know-how around
solution design and product capabilities for us was hands-down what I would call
a significant win for everybody,” Mitchell described. “One of our partners
needed us to adjust a workflow to add a different group into the approvals
process, and the team helped accelerate workflow redesign effectively.” 

In addition to the technical help, OHA also used DocuSign Professional Services
to empower end users with technical knowledge from DocuSign University. With a
combination of hands-on solution knowledge transfer, Admin enablement and
self-paced courses, OHA was able to enable a few of its own team members to
become power users so they could train new end users on the DocuSign platform. 


CUTTING MONTHS-LONG PROCESSES DOWN TO DAYS

Previously, OHA’s behavioral health contracts involved a lot of emailing, a lot
of printing—and a lot of time. First, staff members would exchange numerous
emails and printed documents with the authority’s Contracts Team as the two
groups iteratively worked out initial terms of a contract. Next, the Contracts
Team prepared 118 forms and other documents for another back-and-forth phase,
this time with the Office of Contracts and Procurement (OC&P), a separate state
agency. After more administrative work, OC&P would email the contract packet to
the Department of Justice (DOJ) for a legal sufficiency review. Finally, OC&P
would send the DOJ-approved contract to both the vendor and an OHA-authorized
signer for a wet signature. “Average time from when a new contract was requested
to its execution was over 90 days,” said Mitchell. “When we had solicitations,
those were even longer—sometimes 200-300 days.”

Moving to DocuSign CLM completely transformed the process. With a single click,
users can generate any of over 23 forms that are frequently used in contract
approval. Using DocuSign templates has led to a major reduction in errors while
saving both time and effort in the contract approval process. “With the
automated workflows, we're anticipating anywhere up to 80% gain in
efficiencies,” Mitchell said. Just after launching CLM, some new contracts were
completed in less than six days. Next, the team is expanding CLM to Medicaid
contracts. “We're really trying to get this under one management system.”

With the CLM expansion, OHA has engaged DocuSign’s CLM Boost services team to
act as its technical and workflow support specialists to ensure that if any
problem should arise, the team has the extra support it needs from DocuSign. 

> I love this system. The program staff love this system. They’re seeing an
> overall burden reduction in their day-to-day business—and they’re excited.

Mick Mitchell
Director of Business Operations, Health Systems Division
Oregon Health Authority


GAINING TRANSPARENCY IN PREVIOUSLY OPAQUE PROCESSES

Another major win in OHA’s DocuSign transition was getting a holistic view of
the approvals process. “Anybody putting in a request can know where their
request is at any time, and for us, that was a huge gain for our program folks,”
said Mitchell. But beyond the benefits afforded to rank and file staff, the
newfound visibility provides even greater strategic benefits to Mitchell’s
management team in their endless pursuit of quality throughout the contract
lifecycle. “Task tracking and dashboards are going to be immensely helpful for
us to look for exceptions that might have occurred in the system and restore
those back to normal,” he said.


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