Project ECHO, St Luke's Hospice

Project ECHO at St Luke's have been using accessplanit's training management software for over a year now. We spoke to Lucy Mills, Project ECHO Admin Coordinator, to learn more about how they use the platform in their operations.

About Project ECHO at St Luke's

Project ECHO at St. Luke's Hospice, a healthcare organisation based in South Yorkshire, is renowned for its dedication to providing education and support within the healthcare sector.

As a "Super Hub" for Project ECHO in the UK, St. Luke’s offers a wide range of interactive, "telementoring" sessions that promote knowledge-sharing and best practices across various healthcare disciplines. Their sessions, which include topics like suicide prevention and autism support, attract hundreds of participants each week from across the region, including healthcare professionals, GPs, and administrators.

The accessplanit solution

With hundreds of delegates attending sessions each week, Project ECHO manages the organisation (and the potential mountain of admin involved) with ease in their accessplanit platform. It allows the team at Project ECHO to focus on their core mission of delivering quality education.

From organising and tracking courses, to managing delegates and attendance, Project ECHO have streamlined their operations and taken advantage of accessplanit's advanced configuration options to suit the way they work.

Since implementing accessplanit, the features that have made the most impact for Project ECHO are:

Workflows

Workflows have been set up to automate recurring tasks, such as sending booking confirmations, certificates, or event reminder emails, saving time and reducing the risk of manual errors.

Course Templates

Course Templates are used for their recurring sessions, automatically applying common data (such as venue and pricing) to save hours of admin time.

DataGrids

DataGrids display vast amount of delegate data at a glance, so the team can track activity such as attendance and post-course survey completion with ease.

DataGrid Filters

As for the feature that has saved them the most time? "It has to be the things you use day-to-day", Lucy says. "The saved filters are such a time-saver for me. I can save the filters I use to view our data, which then pre-sets them for whenever I next log in, and I can see the same relevant delegate data each time. It means I can instantly view the information I need for our upcoming sessions".

Reporting

Robust, in-depth reporting functionality supports Project ECHO's data-driven approach to healthcare training. Reports are set up to automatically send to the team at certain times, or can be downloaded manually when needed.

Ongoing platform optimisation and support

St Luke's have recently implemented a billing feature for specific courses outside of Project ECHO, allowing them to seamlessly manage incoming payments for paid sessions. "It's great to know that I can just pick up the phone and get technical support from [accessplanit]", Lucy says. "The support we've received so far has been so thorough, we feel well looked after."

A platform that grows with you

Initially, Project ECHO at St Luke's only required accessplanit to manage their free-of-charge sessions. When St Luke's wanted to manage their paid courses with accessplanit too, Lucy was tasked with implementing this. She had only recently joined the team at St Luke's, and contacted our Support Team for guidance. 

"Dan [Customer Support Advisor] was amazing, he was so thorough and helpful", Lucy recalled. "He set up multiple calls with screen shares and walkthroughs, and followed up with written clarifications."

"We managed to get it all set up and running that week, and it's working great", Lucy said. "I felt so supported, which is exactly what you need with a project like that!"

With our Support Team's help, St Luke's implemented their billing function seamlessly.

accessplanit’s billing functionality allowed St. Luke's to:

• Easily manage paid registrations for certain sessions, with the potential for future revenue growth.
• Generate invoices and track payments, ensuring accurate financial records.
• Set up configurable payment options that adapt to the course type and fee structure.

“Setting up the billing function with accessplanit has been a game-changer. We can now manage payments effortlessly."

Results

Since implementing accessplanit, Project ECHO has streamlined their training management processes, enabling them to handle a high volume of sessions and delegates effectively. Their results

• Increased efficiency: by automating repetitive tasks, Project ECHO has freed up time, allowing the team to focus on other priorities.
• Enhanced reporting capabilities: accessplanit’s reporting features have made it easy to analyse participant data, which is essential for Project ECHO's data-driven approach to programme evaluation.
• Seamless billing integration: Project ECHO have continued to develop their accessplanit platform, recently adding a billing function to support a new course type. They can now efficiently manage paid-for courses, with the potential to expand revenue-generating training offerings in the future.
• Positive user experience: The Project ECHO team have reported a high level of satisfaction with the support they received from accessplanit, enabling them to maximise the platform’s capabilities for their unique training needs.

“Using accessplanit has been a game-changer for us. The platform has streamlined so many of our processes, and the support we’ve received has been fantastic. We’re now able to deliver our sessions more efficiently, which ultimately benefits the healthcare professionals we serve."

Conclusion

With accessplanit, Project ECHO have successfully streamlined their training management, delivering high-quality education to healthcare professionals with improved efficiency. The support they've received throughout their journey with accessplanit has allowed them to expand their platform and its functionality, delivering a wider range of courses with ease.