Conference Theme: EHR: Practice Transformation and Reengineering Becoming the EHR Administrator

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Cnference Theme: EHR: Practice Transfrmatin and Reengineering Becming the EHR Administratr SCHEDULE FOR Thursday, Nvember 17, 2011 8:00 10:00am Keynte: EHR: Where are we tday? Rn Sterling 10:00 10:30am Break with Exhibitrs Breakut Sessins 10:30am Nn Vendr Selectin: (Mark Andersn) Present strategies t narrw the field Prepare attendee t request and receive client specific demnstratins Vendr Negtiatins Cntractual Cnsideratins Medical Legal Cnsideratins : (Reed Gelzer, MD invited) Risk Assessment Cntent Develpment Misuse f an EHR Audit Trails and Discvery Nn 1:00pm Netwrking Lunch (Discussin at tables by Levels 1 5) 1:00 3:00pm GENERAL SESSION: Arizna REC and Cnsultant 3:00 3:30pm Break with Exhibitrs 3:30 5:30pm Breakut Sessins An Insider s Perspective (Dave Jakiel) Training fr Meaningful Use (Rn Sterling) Includes steps fr validating Numeratr and Denminatr Addresses calculating Transitins f Care Prvides depth in guidance f cnducting a Security Risk Analysis 5:30 7:00pm Netwrking Receptin

SCHEDULE FOR Friday, Nvember 18, 2011 Becming the EHR Re-Engineer Three Optins will be ffered during each sessin thrughut the day. Yu d nt need t fllw any ne track exclusively, yu will be requested t pick-and-chse frm the three tracks t attend the ne event fr each sessin that best fits yur needs. A: EHR Implementatin and Beynd with Margret Amatayakul B: Mderated Rundtables with Mark Andersn and/r Rn Sterling C: Vendr Demnstratins 8:00 9:00am Cncurrent Sessins A: Market Need fr Help with EHR B: Vendr Evaluatin: Mark Andersn 9:00 10:00am Cncurrent Sessins A: Wrkflw and Prcess Management fr EHR B: Mderated Rundtable Discussins (Stage 1 & 2) 10:00 11:00am Break with Exhibitrs Cncurrent Sessins 11:00am Nn A: EHR Implementatin Planning B: Mderated Rundtable Discussins (Stage 3) Nn 1:00pm Netwrking Lunch 1:00-2:15pm Cncurrent Sessins A: EHR Implementatin Supprt B: Mderated Rundtable Discussins (Stage 4 & 5) 2:30-3:45pm Cncurrent Sessins A: EHR Adptin and Onging Supprt B: Rundtable discussin tpic TBD 3:45-5:00pm Cncurrent Sessins A: EHR Optimizatin, Meaningful Use, Health Refrm B: Rundtable discussin tpic TBD

DETAILS abut the Cncurrent Sessins ffered n Friday: A Sessins: EHR Implementatin and Beynd with Margret Amatayakul Market Need fr Help with EHR Identify ways billing and management cmpanies can aid practices in achieving success with EHR. Make the business case fr supprtive services by addressing EHR myths, identifying pprtunities fr practices, and realistically scping supprt needs. Prepare t help a practice plan and rganize the EHR prject. Review critical success factrs fr vendr selectin and cntract negtiatin Distinguish between implementatin, adptin, and ptimizatin f EHR Tpics that will be cvered include: Addressing EHR Myths Identifying EHR Opprtunities Return n investment Quality and patient safety Prductivity Hassle factrs Health refrm Scping Services Selectin Cntract negtiatin Hsting Prject management Wrkflw and prcess imprvement Hardware/sftware implementatin Meaningful use readiness Data use ptimizatin RCM ptimizatin Assessing Practice Readiness Attitudes and beliefs Cmputer skills Organizatinal gvernance Organizatinal culture Planning and Organizing Prject Charter Practice Gals fr EHR Prject Manager Physician Engagement Vendr Selectin and Cntract Negtiatin Implementatin, Adptin, and Optimizatin Wrkflw and Prcess Management fr EHR Describe the purpse fr dcumenting current wrkflws and prcesses Discuss the imprtance f redesigning wrkflws and prcesses fr EHR Identify practice wrkflws and prcesses impacted by EHR Review wrkflw and prcess mapping techniques Prepare fr wrkflw changes thrughut the practice

Tpics that will be cvered include: Purpse and timing f current, paper-based wrkflw and prcess review Fix brken prcesses Identify EHR functinal requirements Initiate change t EHR Redesign wrkflws and prcesses EHR Implementatin Planning Wrkflws and prcesses impacted by EHR Wrkflw and prcess mapping techniques Wrkflw and prcess changes Frnt ffice Mid-ffice Back ffice Describe the scpe f EHR in small vs. large practices and the range f vendr fferings, and anticipate hw supprt services will vary. Identify prject planning cnsideratins. Cnduct wrkflw and prcess mapping, redesign, and implementatin. Plan fr chart and data cnversins. Identify and plan fr interfaces. Identify resurces fr standards and naming cnventins. Address hardware, netwrk, data strage, security, and physical layut cnsideratins Tpics that will be cvered include: Scpe f EHR in small vs. large practices and range f vendr fferings Cmplete vs. mdular certified Beynd certificatin Custmizatin capabilities Best f fit vs. best f breed Prject Planning Lcal prject manager Harmnizatin f vendr and practice plan Change cntrl Risk management Cmmunicatins Implementatin timeline Wrkflw and prcess mapping, redesign, and implementatin As is wrkflws and prcesses T be wrkflws and prcesses Special cnsideratins fr thughtflws Implementatin timing Vendr supprt Chart and data cnversins Paper chart cnversin Scanning Abstracting e-prescribing Transcriptin and ther dcuments Practice management system Demgraphics Schedules Accunts Receivables Other Dcument imaging system Old EHR Interfaces Practice management E-Prescribing Lab rders and results Transcriptin and ther dcuments Diagnstic images Hspital Public health Immunizatins Registries Standards and naming cnventins Hardware, netwrk, data strage, security, and physical layut cnsideratins

EHR Implementatin Supprt Describe and prepare t participate in sftware installatin, set up, and system cnfiguratin Develp a training plan and prepare t prvide training fr super users and end users. Develp a testing plan and prepare t test redesigned interfaces; wrkflws and prcesses; data fr v5010 transactins, cde sets, and perating rules; and cde capture and migratin t ICD-10-CM/PCS Develp a rll ut strategy. Prepare a practice fr g-live. Develp means t prvide supprt t new users. Tpics that will be cvered include: Sftware installatin, set up, and system cnfiguratin Master persn index clean up Data migratin Template review and mdificatin Reprt creatin Clinical decisin supprt review and sensitivity setting Training Training plan Custmize and incrprate training n wrkflws and prcesses Super users End users Testing Testing plan Testing wrkflws Testing interfaces Testing cde capture Rll ut Big bang Phase implementatin G-Live Dress rehearsal Patient scheduling fr g-live G-live checklist User supprt Cmmunicatins with patients Cmmunicatins with prviders and staff SWAT team Feedback EHR Adptin and Onging Supprt Discuss the difference between implementatin vs. adptin. Mnitr meaningful use f EHR and dcumentatin fr incentives. Create and implement techniques t mnitr success f gal achievement. Plan t celebrate achievement f all milestnes. Plan t crrect curse where indicated. Mnitr vendr service. Ensure regular upgrades.

Tpics that will be cvered include: Implementatin vs. adptin Dcumentatin fr meaningful use incentives Mnitring use f EHR in a meaningful way User and patient satisfactin Gal achievement Quality measurement, reprting, and imprvement Plan t celebrate achievement f milestnes Return n investment Quality and patient safety Prductivity Hassle factrs Health refrm Curse crrectin requirements Retrain Reinfrce new wrkflws and prcesses Revise wrkflws and prcesses System cnfiguratin and custmizatin Reset gals Vendr services and supprt Service levels Onging maintenance Upgrades Enhancements New mdules and services EHR Optimizatin, Meaningful Use, Health Refrm Cmpare adptin and ptimizatin. Encurage and supprt clinical transfrmatin. Prepare t identify and aid in respnding t new initiatives. Tpics that will be cvered include: Adptin vs. ptimizatin Clinical transfrmatin Data use facility Data integratin Cgnitive supprt Evidence-based infrmatin Medical device integratin New initiatives Participatin in clinical trials Participatin in health infrmatin exchange Supprting persnal health recrds Adpting patient-centered medical hme Participatin in accuntable care rganizatins HIPAA/HITECH privacy and security

B Sessins: Mderated Rundtables with Mark Andersn and/r Rn Sterling These sessins have been set up t accmmdate thse attendees wh are at varius stages f their EHR implementatin. Review the infrmatin prvided belw t determine what stage yur cmpany is in, r wuld like t reach. Feel free t register fr the sessin that fits yur situatin best. General Descriptin f the 5 Levels f EHR Adptin Level 1: HBMA member is nt interested in selling r supprting EHR applicatins fr their clients. The HBMA member has n real interest in interfacing with the practices, EHR prduct. Level 2: The HBMA member is interested in helping their clients with EHR selectin by prviding a shrt list f preferred EHR vendrs. The member will interface their client s preferred EHR prduct if the client selects ne f the preferred EHR vendrs. EHR vendrs nt n the preferred list wuld nt be interfaced and wuld be discuraged. The HBMA member is nt interested in selling, prduct demnstratins, and is nt interested in installatin and supprting the client s preferred EHR. Level 3: The HBMA member is interested in helping their clients with EHR selectin by prviding a shrt list f preferred EHR vendrs and will crdinate the sales and prduct demnstratins with the EHR vendr(s). The HBMA member is interested in interfacing their client s EHR prduct with their current billing prduct and will interface with mre than ne EHR prduct. The HBMA member is interested in prviding first line supprt f the EHR prduct. Level 4: The HBMA member is interested in becming a Value Added Reseller fr ne r mre EHR prducts that can be interfaced with the HBMA member s preferred PM prduct. The HBMA member prvides EHR selectin leadership, prduct demnstratins, installatin, prduct cnfiguratin, training and prduct supprt. Level 5: The HBMA member has already established their rganizatin as ne f the tp Value Added Resellers fr multiple EHR prducts and I nw willing t assist ther HBMA members with their EHR marketing plans. A level 5 HBMA member is truly a technlgy cmpany and has a strng technlgy wrkfrce t g alng with their billing experience. C Sessins: Vendr Demnstratins These sessins have been set up t accmmdate thse attendees wh are interested in viewing a variety f systems ffered. Yu will have the pprtunity t attend sessins fr 6 vendrs n Friday - all f these demnstratins will be limited t 10 attendees per sessin. Each vendr wh chses t d s will be n-site t ffer a demnstratin f their prduct all day n Friday.