November 13-15, 2015 The Omni La Costa Resort & Spa San Diego, CA

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1 November 13-15, 2015 The Omni La Costa Resort & Spa San Diego, CA

2 Planning Your Approach to Practice Management 3 Effective EHRs for Any Budget Technology Classroom Presented by, Julie Beck DC, MS, CSCS Medical Educator, Emerson Ecologics

3 Electronic Health Record (EHR) Systems Basics So you want to know how to run a business At their simplest, EHRs are digital versions of paper charts. When put to full use, they are much more versatile. They can contain medical history, diagnoses, medications, radiology images, and more; streamline providers workflow; increase organization and accuracy; change with the market (e.g., payer requirements); and bring together information from various practices, pharmacies, imaging facilities, etc.

4 Process for Implementing an EHR System Assess readiness Plan approach Select certified EHR Train and implement Meaningful use Quality improvement

5 EHR Benefits Improved patient care Increased patient participation Improved care coordination Improved diagnostics and patient outcomes Increased practice efficiencies and cost savings

6 Practice So you want Management to know how to run a business Systems Scheduling Patient registration Billing Claims management Reporting Integration with other systems Secure messaging system

7 So you Advantages want to know how of to run Streamlined a business Office Management Technology Eliminates duplicate data entry Streamlines previously manual tasks Can improve overall revenue by nearly 10%

8 What to Look So you for want in to know a Practice how to run a business Management System Reports (financial management, quality assurance, etc. Consent forms, authorizations, and directives Interfaces for sharing information with labs, other providers, patients Alerts and reminders Patient education Integration with your website or your practice s other systems, if applicable Privacy and security features Support and consulting

9 Vendor Evaluation Matrix

10 Optimantra ChARM Kareo Vendors Worth Considering

11 OptiMantra

12 OptiMantra Features For practitioners For patients EHRs (including charting, intake forms, and SOAP templates) Administration (appointments, reminders, messaging) Research: herb monographs, conditions, brands Integrations: labs, efax, erx, billing, online payments Appointment requests Intake forms Refills Referrals Personal health records Documents

13 OptiMantra Pricing per Month $19/provider $49/provider $79/provider $119/provider 1-20 patient visits Free training Free onboarding support Data security and backups patient visits Free training Free onboarding support Data security and backups patient visits Free training Free onboarding support Data security and backups patient visits Free training Free onboarding support Data security and backups Phone support

14 ChARM So you want to know how to run a business

15 ChARM Features For physicians EHRs (including charting, intake forms, and SOAP templates) Administration (appointments, reminders, messaging, eligibility check) Billing (invoicing, inventory management, electronic remittance advice) Lab integrations For patients Appointment scheduling Secure messaging Patient kiosk Personal health portal Access to health records and medical literature Lab results/rx updates Refill requests Complete pre-appointment paperwork

16 ChARM Pricing Start-up: $0 per encounter per month <50 encounters providers patient records appointments Free support Free live chat Small practice: $0.50 per encounter per month <2,000 encounters No ads providers patient records appointments Free support Free live chat Medium/large practice >2,000 encounters No ads providers patient records appointments Free support Free live chat

17 Kareo So you want to know how to run a business

18 Kareo Features For physicians Comprehensive dashboard Simple charting Customizable scheduling calendar elabs Meaningful Use Stage 2 Certified Electronic superbills Eprescribing Mobile-friendly Chat, , and phone support for life Personal Kareo success coach DoctorBase: Practice marketing and patient engagement available separately For patients Appointment scheduling Appointment reminders Care reminders Integrated patient portal Personalized patient instructions

19 Kareo Pricing Kareo EHR Kareo Practice Management Kareo Medical Billing Kareo DoctorBase FREE No ads claims: $299/month 50 claims: $149/month 4%-9% of collections Based on volume and specialty For new customers or EHR-only customers: $300/month For existing Practice Management or Medical Billing customers: $150/month

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