Tecnologias de gestão visual em hospitais: utilizando Business Intelligence para monitoramento da contratualização hospitalar

Abstract

Introduction: In order to improve the economic sustainability of university hospitals, it is necessary to establish quantitative and qualitative financial goals, agreed upon with the manager of the Brazilian Unified Health System (SUS) in the region where the hospital is located. These goals should be defined according to the hospital's structure and documented in a binding agreement known as Hospital Contracting. This instrument aims to ensure effective monitoring of the strategic indicators, which are essential for the hospital's financial balance. However, the lack of defined processes and monitoring tools presents challenges to management, hindering the implementation of continuous improvement in services provided to the Brazilian population. Additionally, the employees involved in hospital production lack a tool to monitor their production unit's performance in real-time, compared to the goals agreed upon in the contract. In the face of this scenario of undefined visual management (VM) tools for monitoring strategic indicators related to hospital production within the contracting framework, this health technology proposal emerged with the objective of developing an electronic dashboard using Business Intelligence and based on Hospital Contracting. Method: This is a methodological study conducted in three stages. In the first stage, a documentary elaboration of the indicators to be used in monitoring was carried out. The guidelines and goals of the Strategic Master Plan of Júlio Bandeira University Hospital, a unit of the Brazilian Hospital Services Company (EBSERH), were used to collect the quantitative indicators to be monitored. The selected quantitative goals to compose the visual management panel were divided into two categories: Medium Ambulatory Complexity and Medium Hospital Complexity. In total, 23 indicators were identified to be modeled and inserted into the visual management panel, using the information contained in the University Hospitals Management Application. In the second stage, the data acquisition, modeling, and transformation model was defined. For the development of the management panel, the entire data modeling process was performed using the Power Query functionality of the Power BI Desktop application. Lastly, the layout was created using the Microsoft PowerPoint tool, and the visualizations consisted of bar charts and speedometers within the Power BI Desktop. Results: As a result of this study, it was possible to automate the collection and presentation of all 23 quantitative indicators, which correspond to 60% of the indicators in the contract. After defining all the visuals necessary to encompass the selected indicators, the health technology defined as the VM dashboard consisted of 6 pages and 30 interactive dashboards displayed on two strategically positioned TVs in the hospital to present this data, with automatic updates performed 8 times per day. Conclusion: The visual management electronic dashboard technology provided real-time monitoring of performance indicators, offering up-to-date and accurate information for agile and effective decision-making by hospital managers. Furthermore, the analysis of these indicators can help identify areas where resources can be better utilized, optimizing the management of financial, human, and material resources