Telemedicine has come, do you dare to believe it?

Research conclusion:

1, the shortage of medical resources will exist for a long time, the emergence of network hospital will be very good to improve the utilization of medical resources and distribution of balance;

2, the Internet hospital launched the theme, although the hospital itself, but the whole extension links need more areas to participate in it, will also bring a lot of opportunities;

3, the network hospital will trigger a large number of distributed access point needs, potential qualified persons can strive for this opportunity;

4, as the main hospital, network interrogation will bring data security, network systems and large-scale processing data analysis and many other needs, which is the new opportunity for IT service vendors.

Background: The birth of Network hospital

October 2014, the second People's Hospital of Guangdong province, the network hospital officially online. As the country's first access to health and family Planning Department of the Network hospital, patients in the community medical centers or chain pharmacies, such as network visits can be through video to the online experts for consultation.

The new medical model is another major attempt by the Ministry of Health to open up the Internet's drug retailing credentials in May. Next we will analyze the network hospital's operation pattern in detail, in order to let everybody understand the network hospital core business, and each link related investment opportunity.

The basic frame of network hospital

First, we look at the basic framework of the network hospital.

As can be seen from the above, the network hospital consists of four modules:

1. Hospital;

2. Third-party network platform;

3. Community Medical Service centers, small clinics, health huts, chain pharmacies and other visiting points;

4. Medicine, Medical Service third party institutions. For example, pharmacies, rehabilitation institutions, pharmaceutical companies, commercial insurance agencies, etc.

We take an example to understand the above process:

The doctor sits in front of the computer in the network hospital and passes a video call to a patient who buys medicine from a pharmacy. From the video to the diagnosis, prescribing, and finally to the patient to get prescription, around 10 minutes. The patient can take this doctor's prescription, buys the medicine in the pharmacy.

This is the most common service mode of network hospital, from diagnose to prescribe medicine, step.

If the patient gets the diagnosis, in addition to the drugs, but also needs rehabilitation training, insurance services, will need to provide third-party enterprises, this is a new opportunity for network hospitals in the future-from the diagnosis to commercial insurance, the entire service system gradually improved.

II. Process Analysis and investment opportunities

Next we mainly according to the overall process of the above diagram analysis:

Patient Needs investment Opportunities:

Network hospital to solve the fundamental problem is the need to solve the difficulty of the Doctor, doctor expensive:

1. To solve the problem of small disease also go to the hospital line, accounting for resources;

2. Addressing the lack of medical resources in remote mountainous areas and the inability to enjoy basic medical services;

3. Reduce unnecessary medical procedures. For example, before a diabetic doctor every time, need to stay in hospital for 3-5 days, now only need to go to the pharmacy and so on every day to test. A similar process has been greatly improved.

From the above several characteristics analysis, the network hospital customer population can be divided into the following four major categories:

1. After the operation and need to visit the crowd;

2. Small patient groups such as colds;

3. Patients with chronic diseases;

4. A small number of difficult and incurable diseases, not convenient long-distance transport, the need for remote medical intervention patients.

The number of these customer groups is very large, if all can be through the network hospital to solve the demand, to alleviate the current situation of medical resources tight is helpful. However, the network hospital needs to let the doctor and the patient communication is more close and frequent, whether enough doctors for the network hospital work is a big challenge, is also an opportunity.

As a result of the hospital establishment problem, the network hospital once prepares, then needs a large number of woven personnel, this service may let outside a company to do, then corresponding professional training company can also rise.

Investment Opportunities:

First of all, we look at a network hospital needs: Guangdong Province, the second hospital will further accelerate the construction of network visits to promote work, and strive to build 10,000 at the end of the network point of view, by the end of June next year to build 50,000 network visits.

Next look at the main sources of visits and investment opportunities.

According to the classification of different diseases, the main medical institutions can be divided into the following categories:

1. Community hospitals;

2. Private clinics;

3. Township Health Room

4. Pharmacy, rehabilitation Center, etc.

The basic characteristic of visiting point is: The staff of visiting point, have certain specialized knowledge, carry on simple training, or according to the guidance of remote expert, can help the patient to carry on the correct operation. Specific investment opportunities include:

The construction of the visiting point: whether it is the rehabilitation organization, pharmacy, small clinic, can be linked with the three hospitals. Rely on the resources of the three hospitals to expand their service chain.

Diagnosis of medical devices, vital signs sensors, such as construction and investment: Network hospital will be at each point of access to the corresponding hardware equipment, such as diagnostic equipment, video equipment, long-distance blood pressure, blood glucose detection equipment. Many of the hardware equipment to detect vital signs data can be connected with the third party technology platform of the network hospital, and once approved by the network hospital, it will be quickly purchased and spread out.

Solid Hospital Module Investment opportunities

Hospital to build a network hospital, the network hospital departments of the needs of doctors will rapidly increase, in the previous analysis. This is mainly about the investment opportunities brought by the hospital module data Center.

Data security

With the spread of network hospitals, patients in the hospital, the hospital outside the information needs to be integrated to maintain data consistency, in order to carry out data mining, play a corresponding value. But because of the need of capital security and the policy of privacy of personal information, the current his system is almost independent system. Then, how to get the information to be discharged effectively is a problem that is difficult to solve in all the network hospital implementation plans.

But this is also a good opportunity for data access, data security. In particular, data security, the previous years, due to industry reasons, good technical personnel are in the Internet industry, so before a lot of medical systems, the overall system from the program to the database, security design is almost zero. Their safety is ensured by the physical disconnection of the network.

So once the data has started to touch the Internet, the need for data security will be very large.

Large data processing and analysis

The beginning of the network hospital, accompanied by a large number of data input. Frequent sensor data can increase the growth rate of data, and how to deal with it efficiently, there will be big business opportunities. At the same time, how to model data, become a real disease prediction, commercial insurance useful models, is also one of the future direction.

Investment opportunities in the process of remote diagnosis and treatment

From the point of view of the doctor to diagnose the patient, the participants can have:

1. Pharmacy, third party medicine sales platform;

2. Rehabilitation institutions, third party health management services companies;

3. Pharmaceutical enterprises, commercial insurance companies.

4. Other participants.

In this process, the opportunities for these participants come from these three areas:

1. One is slow sickness recuperation;

2. One is adjuvant treatment after the hospital;

3. One is a minor disease consultation.

Next, we will mainly look at the third party enterprises, how to participate in these opportunities, and what are the opportunities for investment:

Slow sickness recuperation

For chronic disease recuperation, patients need "long-term monitoring + regular expert Consultation + medicine or rehabilitation equipment or medical equipment" guidance. In this process, the most profitable participants are:

1. Pharmaceutical Enterprises

2. Mobile medical related start-up companies

3. Drug sales platform, such as Third-party channel platform

4. Remote Delivery Logistics company

For pharmaceutical companies, the profit may not only sell drugs to make money, but also provide a lot of opportunities for transformation. By now, many patents have expired, drug companies can no longer rely on traditional channels to do sales, but need a new marketing model and service mode to the front. In the United States, there are many pharmaceutical companies through health management to the service side, through the guidance of medication, follow-up medication feedback, provide expert advice and other services, to urge patients to develop good aftercare habits, so as to ensure the efficacy. Such a model, if later in the domestic implementation, patient participation will improve a lot.

Post-Hospital adjuvant therapy

Here, better investment opportunities are rehabilitation institutions. In China, doctors are very busy in their daily work, many patients with chronic diseases, or postoperative patients after discharge, it is difficult to have the opportunity to communicate with the doctor. And such groups are very large, then rehabilitation institutions, and rehabilitation of medical equipment-related enterprises, can reach an agreement with the network hospital to help network hospitals to undertake part of the medical services.

Minor disease Counseling

In this piece, the investment opportunity is the expansion of the point of view, many chain pharmacies, clinics, Chinese medicine, rehabilitation institutions can be through the network hospital, and three of hospitals to form linkage, so as to attract more small patients to visit the disease.

In addition, there is an investment opportunity: the health insurance sector

Describe a scenario we want to insure:

"In the future, for young people, insurance premiums will be personalized according to the degree to which everyone participates in sports." For patients who already suffer from chronic illnesses, they are regularly urged to check for indicators, such as diabetes, often provide blood sugar data, and often go to the hospital to examine various possible complications associated with the project. Once the problem is found, the insurance agencies can jointly with the corresponding health management companies, pharmaceutical companies and other users to develop a new health management plan, so as to effectively control the disease. "This link, insurance companies, health management companies, pharmaceutical companies can become payers." can also participate in the details of the diagnosis and treatment, such insurance, is what everyone wants.

The current domestic insurance situation is that if you want to cover those diseases that are more likely to be the case, you will need to continue to pay high premiums, or simply refuse to insure the individual. And those seemingly cost-effective and premium insurance packages are all about the odd sickness you almost never get. The domestic health insurance has not developed for many years, which is a big reason.

Therefore, with the start of the network hospital, domestic health insurance will usher in a new era.

Iii. Conclusion

In a comprehensive sense, the triple A hospital opens the network hospital operation, brings the opportunity to the entire medical profession to be huge. After four or five years of nurturing the telemedicine market, 2015 years will be a year of outbreaks. How to seize this opportunity to become a network of hospital wings to take off, entrepreneurs, investors, have to sink their hearts to think clearly.

The author of this issue: a cup of Rice CEO Chen, the country's first network hospital trial Operation Project (2010 with the Shenzhen Municipal People's Hospital) promoter.