5 Session List - Platforms Key Platforms Prime Suite Schedule and sessions are subject to change. Please refer to the online agenda builder tool within the registration site for the latest information.
Sunday, Aug. 30, 5 8:00 a.m. - on (Each session is 4 hrs.) In this session you will learn best practices in Practice, Collections from Start to Collections, including how to make Finish decisions as a practice for collections, how to setup collections, and how to use collections. In this workshop, you will be given an overview of PCMH commercial payer, Patient Centered Medical programs and detailed instruction on Home (PCMH) Certification how to manage reporting in Practice Analytics and learn the steps required for PCMH certification. In this workshop, you will learn how to record data in and EHR for Stage 2 6 meaningful use operational measures and CMS- recommended, Meeting Meaningful Use Clinical Quality Measures. This course is Stage 2 in 6 for those who have successfully attested to Stage 1 meaningful use in 4 and are reporting a full year of Stage 1 in 5. In this workshop, you will learn how to leverage Practice Analytics for deep analytics needs and custom reports. This, Advanced Reporting with includes an in- depth review of report Practice Analytics filtering across multiple Info Folders (Multi- pass), as well as a review of Analytical Worksheet filtering and aggregation functions. In this workshop, you will learn about EHR OB Chart, including how to set it up and use it to document care for your OB patients. This course is designed Utilizing OB Chart in EHR for experienced EHR users who have completed the OB Chart in EHR foundational course or have some familiarity with OB Chart. In this workshop, you will learn how to set up and use specific financial information for CHC. This course will cover auto- assignment, clinic rates, CHC: Financials wrap setup, CHC charge posting, advanced GL, PPS setup and UB billing. This workshop is designed for those with CHC experience who want to learn more about CHC financials. In this workshop, you will learn how to set up CHC- specific patient information like poverty guidelines and sliding fee schedules, how to capture CHC- specific clinical information like Ryan White and CHC: Patient Data and FPAR, as well as how to report on CHC- Reporting specific information like Patient Visits and UDS. This workshop is designed for those with CHC experience who want to learn more about CHC information capture and reporting. In this workshop, you will learn about Managed Care, including how to set it up and use it to manage referrals in and out of your practice. This course is Managed Care from Start to Finish in designed for users who have experience with Practice and are familiar with Managed Care or have completed the Managed Care in foundational course. 301 301 kwledge of billing in Practice Extensive experience with Practice Analytics,, EHR and PCMH kwledge of Suite, Practice Analytics Quality Measures Edition and Meaningful Use Stage 2 Extensive experience with Practice Analytics kwledge of EHR kwledge of Practice kwledge of Practice kwledge of Practice SU017 SU018 SU019 SU020 SU021 SU022 SU023 SU024
Sunday, Aug. 30, 5 8:00 a.m. - on (Each session is 4 hrs.) Practice Portal Setup and Using Review RIS Overview Custom Reporting in, Practice Advanced, A/R Bootcamp, ROS and PE Admin Exposed, Practice Beginner, Physician's Workshop - Beginner, De- Mystifying the CHC Functionality Set up eprescribe - Surescripts In this workshop, you will review Practice Portal setup and best practice workflows, including how to manage users, edit and add pages, and engage patients in their portal. This session is designed for experienced Practice Portal users who need an in- depth refresh on some of the key setup topics and workflow of the portal. In this workshop, you will review common RIS setup topics like macros, visits/exams, transcription reports and templates, questionnaires, appointment limits, work groups, and more. This session is designed for RIS users who have t received RIS setup training or need a refresh on how to manage their RIS system. This session will cover reporting in Prime Suite. We will discuss the three types of reporting available: data sets within flex and custom reports, the Report Designer and the difference between enhancing an existing custom report and creating a custom report from scratch. This session concludes with a tutorial of the Report Designer and hands- on instruction in building custom reports. This session will review and enhance basic functionality of the practice side of. This session will explore best practices to manage your A/R. We will begin with charge posting and round out our session with claims follow- up and working outstanding A/R. Review of Systems and Physical Exam Administration are cornerstones of clinical documentation data. Join us in reviewing and discussing setups, editing information and the intersections of the data within Template Admin as well as use within clinical tes. This session will review and enhance basic functionality of the practice side of. This workshop is focused on users who have been actively using for less than one year. We will focus on reviewing the basic clinical workflow functionality and demonstrate ways you can enhance and grow your skills and efficiencies. This session will walk you through the set up and execution of billing in CHC. Learn how all the pieces of the set up work together to create the claim output and correct A/R for payers. eprescribing medications, including controlled substances will be the focus of demonstration and discussion in this workshop. We will cover everything from enrollments, setups/rights to all the pieces at point of care usage, renewal requests and reporting. Open discussion during coverage of these topics will also allow sharing of ideas and best practices. kwledge of the Practice Portal and Suite kwledge of RIS Kwledge of Reporting User for 1-3 years SU046 SU047 SU001 SU002 ne SU003 ne SU004 ne SU005 ne SU006 ne SU007 ne SU010
Sunday, Aug. 30, 5 8:00 a.m. - on (Each session is 4 hrs.) 1:00 p.m. - 5:00 p.m. (Each session is 4 hrs.) This workshop will review and discuss the core and menu objectives as set by CMS, review and discuss clinical quality, Meaningful Use Stage 2 measures (CQMs), and explain how these objectives are accomplished in Prime Suite. Refining and updating a practice workflow is often the difference between a surviving practice and a successful one., Best Practices - Practice This in- depth analysis of best practices Workflow for your practice workflow will provide insight into the key components available in the software to ensure you are maximizing your available resources., Exploring the PCMH Toolkit, Collections from Start to Finish, Patient Centered Medical Home (PCMH) Certification, Meeting Meaningful Use Stage 2 in 6, Advanced Reporting with Practice Analytics Utilizing OB Chart in EHR CHC: Financials This workshop will provide a detailed walkthrough of our PCMH Toolkit, covering each standard and element. You will explore how each standard is achieved using the software as well as the process required by the NCQA to report for PCMH. In this session you will learn best practices in Practice Collections, including how to make decisions as a practice for collections, how to setup collections, and how to use collections. In this workshop, you will learn the steps required for PCMH certification, an overview of PCMH commercial payer programs and detailed instruction on how to manage reporting in Practice Analytics. In this workshop, you will learn how to record data in and EHR for Stage 2 6 Meaningful Use Operational Measures and CMS recommended Clinical Quality Measures. This course is for those who have successfully attested to Stage 1 Meaningful Use in 4, and are reporting a full year of Stage 1 in 5. In this workshop, you will learn how to leverage Practice Analytics for deep analytics needs and custom reports. This includes an in- depth review of report filtering across multiple Info Folders (Multi- pass), as well as a review of Analytical Worksheet filtering and aggregation functions. In this workshop, you will learn about EHR OB Chart, including how to set it up and use it to document care for your OB patients. This course is designed for experienced EHR users who have completed the OB Chart in EHR foundational course or have some familiarity with OB Chart. In this workshop, you will learn how to setup and use specific financial information for CHC. This course will cover auto assignment, clinic rates, wrap setup, CHC charge posting, advanced GL, PPS setup and UB billing. This workshop is designed for those with CHC experience who want to learn more about CHC financials. ne SU011 ne SU013 ne SU016 301 301 kwledge of billing in Practice Extensive experience with Practice Analytics & Suite, and PCMH kwledge of Suite, Practice Analytics Quality Measures Edition and Meaningful Use Stage 2 Extensive experience with Practice Analytics kwledge of EHR kwledge of Practice SU066 SU067 SU068 SU069 SU070 SU071
Sunday, Aug. 30, 5 1:00 p.m. - 5:00 p.m. (Each session is 4 hrs.) CHC: Patient Data and Reporting In this workshop, you will learn how to setup CHC specific patient information, like poverty guidelines and sliding fee schedules, how to capture CHC specific clinical information like Ryan White and FPAR; as well as, how to report on CHC specific information like Patient Visits and UDS. This workshop is designed for those with CHC experience who want to learn more about CHC information capture and reporting. In this workshop, you will learn about Managed Care, including how to set it up and use it to manage Referrals In and Out of your practice. This course is Managed Care from Start to Finish in designed for users who have experience with Practice and are familiar with Managed Care or have completed the Managed Care in Foundational course. Practice Portal Setup and Using Review RIS Overview Custom Reporting in, Practice Advanced, A/R Bootcamp, Template Building Best Practices, Physician's Workshop - Advanced In this workshop, you will review Practice Portal setup and best practice workflows, including how to manage users, edit and add pages, and engage patients in their portal. This session is designed for experienced Practice Portal uses who need a deep refresh on some of the key setup topics and workflow of the portal. In this workshop, you will review common RIS setup topics like macros, visits/exams, transcription reports and templates, questionnaires, appointment limits, work groups, and more. This session is designed for RIS users who have t received RIS setup training or need a refresh on how to manage their RIS system. This session will cover Reporting in Prime Suite. We will discuss the three types of reporting available. Datasets within Flex and Custom reports, the Report Designer and the difference between enhancing an existing Custom report and creating a custom report from scratch. This session concludes with a tuitorial of the Report Designer and hands on instruction in building custom reports. This session will review and enhance basic functionality of the practice side of. This session will explore best practices to manage your A/R. We will begin with charge posting and round out our session with claims follow- up and working outstanding A/R. Join peers and Greenway team members as we explore best practices and tips for building templates. We will discuss how to best leverage functionality, as well as share ideas for improving effencies and impact on point of care documentation. This workshop is focused on users who have been actively using for more than one year. We will focus on reviewing how to best leverage the clinical functionality and take your skills to the next level and improve your overall use of the system. kwledge of Practice kwledge of Practice kwledge of the Practice Portal and Suite kwledge of RIS Kwledgeable of Reporting User for 1-3 years SU072 SU073 SU095 SU096 SU050 SU051 ne SU052 User for 1-3 years User for 1-3 years SU053 SU055
Sunday, Aug. 30, 5 Monday, Aug. 31, 5 1:00 p.m. - 5:00 p.m. (Each session is 4 hrs.) 10:30 a.m. - on (Each session is 90 min.) Platforms Platforms, De- Mystifying the CHC Functionality Set up, De- Mystifying the CHC Functionality Set up This session will walk you through the set up and execution of billing in CHC. Learn how all the pieces of the set up work together to create the claim output and correct A/R for payers. This session will walk you through the set up and execution of billing in CHC. Learn how all the pieces of the set up work together to create the claim output and correct A/R for payers. This session is a high level overview of Reporting in. In this session you will look at reports needed to successfully manage your practice(s) Reporting in and/or your specific job within your practice. You will learn descriptions of reports, the value of filtering and grouping report as well as how to alter and create Custom reports. This workshop will focus on methods for managing the clinical vocabulary of a practice. We will discuss the areas of, Vocabulary Vocabulary Administration, Vocabulary Administration and Vocabulary Reconciliation, Compendium Utility and Reconciliation Sharing Order Favorites and have open discussions about workflow and impact on end users. This workshop will review and discuss the core and menu objectives as set by CMS, review and discuss clinical quality, Meaningful Use Stage 2 measures (CQMs), and explain how these objectives are accomplished in Prime Suite. Keep your patients engaged beyond the exam room! This session is focused on integrating patient portal, automated Engaging Patients in their patient tifications, and direct Healthcare messaging to help you cultivate relationships; improve communication; and increase patient satisfaction, referrals, and revenue. Patient Intake - Phreesia Setup Menu ICD- 10 Clinical Prepartion in EHR, Advanced Health Patient Intake is an industry best practice which drives increased profitability, operational efficiency, and improved patient satisfaction for your practice. In this session, you will learn how a Patient Intake tool, in conjunction with your PM/EMR, can automate and digitize patient intake tasks while tracking key financial and operational metrics. You will learn about often overlooked features and utilities available from within the Setup menus of System and Practice Administration, including navigation best practices in System and Practice Configuration, Users and Securities security groups and roles, printer and other setup items. This course is intended for System and Practice Administrators. t ready for ICD- 10? Learn what you need to do w in EHR to prepare for the transition, including migrating patient problems, updating clinical tools, and more. You will learn advanced EHR Health setup and using, including how to setup and use reminder overrides, satisfying events, and clinical batch recalls. This course is designed for experienced Health users. ne SU056 ne SU056 ne SU058 User for 1-3 years SU059 ne SU060 ne MO106 ne MO131 kwledge of Practice and EHR MO115 ne MO116 kwledge of Health in EHR MO119
Monday, Aug. 31, 5 10:30 a.m. - on (Each session is 90 min.) Utilities Formats & Batches OB Chart in EHR Managing Software Upgrades, Introduction to Custom Reports You will learn about Utilities, including: Practice Portal Administration, scheduling reports, system maintenance scheduler, scheduling upgrades, Rx EDI, HL7, DDS, and more. This course is intended for System and Practice Administrators. You will learn about Formats, including: a review of the format definitions and types of formats. This course will also cover how to import formats, create and edit formats, and utilize format utilities. This course is intended for System and Practice Administrators. You will learn about OB Chart in EHR, including how to document an OB visit and incorporate OB Chart into your EHR workflow. This course is designed for experienced EHR users who are t familiar with OB Chart. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. This session will introduce the basics of Custom and Flex reporting. We will briefly cover the three types of reporting in followed by an instructor led session with step by step instruction for building both a Flex and Custom report. templates to facilitate efficiency in your, Managing Schedule and office. We will cover how to create, Rule Templates modify, apply, and remove Schedule Rule Templates and Schedule Location Rule, Contracts and Fee Schedules, Building Templates from Scratch, Building Effective Clinical Alerts -, Customizing Your Physical Exam This session will offer instruction to help effectively manage your schedule Templates. This session will cover how to set a Medicare Region for the practice and service location, create a contract and associate a fee schedule with it and how to create, copy, import and export fee schedules. We will also discuss how to generate a fee schedule listing based on Medicare region, fee schedule association, and charge schedules. Templates play a great role in customizing content to suit your practice documentation needs. We will be covering how to build a template from the ground up to empower you with the skills needed to create custom templates. In this session you will learn how to use the Clinical Alerts page to create and manage Clinical Alerts and Clinical Decision Support alert types. These can be used for the purpose of improving patient documentation, health maintenance, and preventive care. PE Admin setup is an important part of a clinician's documentation foundation and is a driver for building templates, as well as every day tating. We will review this functionality and how it impacts these areas, as well discuss best practices and ideas for improving PE documentation at point of care. kwledge of System and Practice Administration kwledge of Practice and EHR kwledge of EHR MO120 MO121 MO122 ne MO143 ne MO099 ne MO100 ne MO Understanding te types, PE, ROS and Template Admin kwledge required Clinical workflow kwledge required Understanding of Clinical tes and Template Admin required Yes MO102 MO103 MO104
Monday, Aug. 31, 5 10:30 a.m. - on (Each session is 90 min.), Tying It Together: Daily and Monthly Reconciliation, Understanding Template Admin and Making Changes to Existing Templates, Meaningful Use Stage 2 Q&A ICD- 10 Clinical Preparation in Prime Suite, Best Practices Billing Workflows, Electronic Orders and Orders Requisition eprescribe - Set Up and Workflows, Leveraging Filters for Effective Practice, Claims Follow- up Workflows, Immunizations: Set Up and Workflow This session will provide an overview of recommended standard and custom reports for daily and monthly balancing. We will also address net numbers, n- voided numbers and frequently asked questions. This session will provide you with a basic understanding of how to use Template Admin. We will discuss best practices on locating templates in the Greenway Library and editing existing templates for use in clinical tes. This session will provide an overview of the functionality used to meet measures for Meaningful Use for Stage 2. We will discuss best practices and ideas for increased practice efficiencies and patient engagement. Join us in a demonstration of Clinical functionality related to ICD- 10 within. We will discuss best practices for leveraging these pieces, and the workflow impact as your practice heads into the final preparations for transition. This session covers how to effectively use for Denial, increase your clean claim rate with the tools found within and best practices for claim follow- up. This session will cover functionality associated with outbound electronic orders submissions through lab interfaces. We will review the full cycle including the impact of code mappings in Vocabulary Admin and Compendium Utility, as well as executing the process at point of care through the Clinical te and Orders Requisition workflow. In this session you will learn how to electronically submit prescriptions, including controlled substances. We will cover prescribing intersects including the Facesheet, Plan in the te, as well as Renewal Request page. This session will cover how to create, modify and execute filters to minimize the amount of data you view while maximizing your efficiency. You will learn how to utilize filters in the areas of Reporting, Account Information, Patient List, Task List and Collections. This session will cover how to use the claims tracking report as well as claims maintenance filters for denial management, identifying problem claims and increase your clean claim rate. Attendees will learn how to use the Immunization Grid as well as how to document and administer immunizations at point of care. Additionally, we will cover how to customize your vaccine schedules and generate immunization reports to suit your practice needs. Kwledge of best practices for daily and monthly balancing Clinical te kwledge MU Stage 2 Measurement and clinical functionality kwledge MO107 MO108 MO109 ne MO127 ne MO128 Vocabulary Admin and te functionality kwledge Medication prescribing and clinical workflow Yes MO129 MO132 ne MO133 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Immunizations kwledge MO134 MO135
Monday, Aug. 31, 5 10:30 a.m. - on (Each session is 90 min.) This session will provide insight into functionality that is often t used or misused in areas such as, the Facesheet,, Tips, Tricks, and Flowsheets, and Task List. We will also Underutilized Clinical Functionality - focus on navigational shortcuts in and out of the chart te, tools and workflow recommendations to increase efficiency Insurance Transactions and ERA within, Clinical Functionality Released Since ENGAGE14, Understanding Vocabulary Administration, Registration and Check- In, Technical Q&A, Scheduling: Drag/Drop, Wizard, Linked, Product Feedback PCMH Overview, Change for all clinical users. This session will review payment posting workflows in. We will cover how to enter insurance payments both manually and via ERA, discuss posting payments with a fee schedule attached, partial payments, secondary payments before primary and the use of follow up reason codes at time of payment. Join us in exploring the Clinical Functionality Released Since ENGAGE14. This session will cover how to create and edit results and order concepts, order sets and the Ask at Order Entry options. We will also discuss how to use Orders Favorite Sharing and the impact of changes on end users as you setup and manage your clinical vocabulary. This session will cover best practice workflows from the time of patient arrival to patient checkout. You will learn step by step the best way to manage the patient experience at your office. This session is an open forum technical Q&A discussion about the IT Platform This session will cover tips and shortcuts for making patient appointments and blocking time for n- patient events as we discuss the different scheduling options available to your practice. We want to hear from YOU! Come join this session and provide feedback on the software as we strive to create a product that meets your needs. The Patient Centered Medical Home (PCMH) program is for practices that provide first contact, continuous, comprehensive, whole person care for patients across the practice. Do you want to learn more about this program and what it means to become Level 1, 2, or 3 PCMH recognized practice? Come and join us as we give you an overview of this program defining who is qualified, review the PCMH requirements and highlight workflows to help you achieve certification. Software enhancements and updates can be difficult to keep up with and incorporate into a clinic's workflow. This session will focus on providing useful tools and practices to best manage these changes within your practice. This session will review the current status of Meaningful Use Stage II and how it, Stage II Meaningful Use affects your clinic. Our Meaningful Use : Current Status experts discuss how the latest changes will affect you and what needs to be addressed to meet current requirements. Basic clinical product kwledge Yes MO136 ne MO140 Basic kwledge of Clinical Clinical te functionality, orders and results kwledge MO141 MO142 ne MO144 ne MO145 ne MO148 ne MO110 ne MO111 ne MO112 ne MO113
Monday, Aug. 31, 5 10:30 a.m. - on (Each session is 90 min.) 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) Platforms Platforms Platforms Platforms, Provider Workflow I, Clinical Event Manager and Clinical Decision Support -, Clinical System Administration: Part I, Technical Q&A Providers will maximize their efficiency within the platform with a firm understanding of the Clinical Console module. This session will familiarize the provider with the tools necessary to review a patient's chart, utilize the esuperbill and complete basic functions such as responding to medical messages and medication refill requests. This session will provide you with methods for using the Clinical Event Manager tool to meet the Stage II Meaningful Use Measure Clinical Decision Support as well as improve patient care. Come learn how this important tool can work for your practice. Proper table setup is the cornerstone of the software and is vital to maintain an efficient and effective practice. This hands- on session will focus on understanding how to build, edit and maintain starter sets, picklists, order sets and esuperbill views to enable your practice to reach it's potential. Join some of 's technical experts to discuss best practices for addressing such topics as pre- empting slowness, monitoring data capacity and calibrating network settings. Have you ever wondered if you're the only person asking a certain question? Our Support Team has compiled a list of questions they are asked most frequently, Customer Support FAQs and they want to share the answers with you. This is a great session to pick up some tips for resolving some of the most commonly encountered situations., Patient Engagement Your Business Changes: Acquisitions/Dissolutions/Mergers Documenting Successfully with ICD- 10 Population Health Dental Showcase Government and industry initiatives are requiring that consumers become more involved in maintaining their health. Improving the health of your patient population requires a collaborative effort on the part of your clinic's caregivers, your referral sources and ancillary providers as well as your patients. This session will highlight patient engagement strategies and provide information on how to best utilize the features of the platform to engage your patients in taking responsibility for their health. This session addresses the various business changes that can happen within your business and how those changes impact your Greenway Health contract. How to code for ICD- 10 for successful reimbursement (INDUSTRY COURSE TO BE DELIVERED BY EXTERNAL RESOURCE) This session will feature a panel of customers discussing their journey with population health management and navigating value- based programs followed by a preview of Greenway s new population health management solution. Topics will include staff and process changes, relations with payers and use of techlogy. This session will be an introduction to Greenway's Dental Product, MediaDent, and the direct integration our existing EHR platforms ne MO114 kwledge of Clinical Event Manager. Yes MO117 ne MO118 ne MO138 ne MO146 ne MO147 ne MO159 ne MO165 ne MO177 ne MO199
Monday, Aug. 31, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) This session covers best practices for Denial, how to increase your clean claim rate using tools within Best Practices: Claims as well as a workflow for claim Workflow follow- up to ensure claim falls through the cracks resulting in lost revenue. This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking, IT Round Table and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques t ready for ICD- 10? Learn what you need to do w in to prepare for ICD- 10 Final Readiness in - the transition, including importing ICD- 10 codes, updating reimbursement mappings, and more. You will learn how to complete a patients visit and orders from the perspective of a provider, using EHR. This course will cover high- level workflow of:, Provider Workflow EHR navigation, reviewing a patients chart, documenting an encounter te, ordering tests and prescriptions, using tasking to complete orders, and signing a te. This session will provide insight into the basic system generated reports within, Intro to Reporting the software for billing, clinical and practice workflow measurements and data analysis. Learn about our newest release - 9.20, which includes improvements in task management and electronic, What's New in v.9.20 prescribing for controlled substances (EPCS), as well as tighter integration with GreenwayEXCHANGE. You will learn foundational setup for EHR Orders/Charges including, Orders Setup how to create user- defined orders, link procedure codes to orders, and create favorite procedure code lists., Advanced Custom Reports Independent Lab, Building Correspondence Letters and Letterhead This is an independent lab session for customers to employ their skills in building custom reports based on examples in the Customer Report Lab workbook. Resources will be available to assist and answer questions. We recommend attendees bring a personal thumb drive to export reports they personally create to import into their system. Learn to customize your correspondence te letterhead, as well as create several types of standard correspondence such as referral letters and work/school releases. Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows MO168 ne MO169 ne Yes MO172 ne MO173 ne MO174 ne MO175 kwledge of EHR Prerequisite: Basic kwledge of the Report Designer, how to create and build Custom Reports in and the Introduction to Custom Reports workshop is highly recommended. Kwledge of basic custom reports and creating a Clinical te required MO196 MO152 MO154, Patient Statements from Start to Finish This session will equip you to make an informed decision about your statement set- up and properly configure the system to achieve your desired outcome. This session highlights functionality, new, Tips, Tricks, and features and product enhancements Underutilized Practice designed to streamline workflows and Functionality increase efficiency. ne MO158 ne Yes MO160
Monday, Aug. 31, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.), How to Document Quickly and Effectively, Making the Most of Patient Tracking ICD- 10 Final Readiness in Prime Suite -, Financial Intelligence, Formerly kwn as Dashboard MD Follow a Patient Through Prime Suite, Eligibility: Verification Made Easy Windows Programs to Enhance Managing Software Upgrades Greenway Clearinghouse Services with, Charge Entry and Patient Payment Posting Basics Server Back- Up Best Practices This session will provide you with the opportunity to review functionality and discuss tips on effective ways to document visits that evolve beyond the original reason for the visit. Techniques such as templates for merge and Import Document will be discussed. Join this session to see how Patient Tracking functionality can be used to monitor the status of a patient during a visit, as well as the time patients spend at each stage. Learn how to set up Patient Tracking Admin, as well as how to run reports based on criteria that you determine. This session will cover tools within Prime Suite Practice for ICD- 10 including the ICD- 10 Insurance Update Utility and enhancements to the Charges page and Charge Edits Admin. This session is an overview of Financial Intelligence, a reporting tool that automates revenue cycle monitoring and analysis based on your Key Performance Indicators. You will learn key areas of the application, including how to generate reports and graphs and how to set alerts, thresholds and goals This session is a demonstration of a typical patient workflow through Prime Suite that offers a view of how each employee contributes to the overall patient experience. This session will discuss how to set up Eligibility Admin and Insurance Companies and Plans as well as how to submit batch and real time requests. We will also discuss areas within to see eligibility information for your patient. This session covers a list of free Windows programs that work within as well as Windows shortcut keys. You will learn beneficial tips and tricks using functionality that exists outside Prime Suite. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. This session reviews all of the and Greenway Clearinghouse Services Services integrated functionality. You will learn about features that are accessible within from links embedded on various pages of the application. This session will cover payment and charge posting workflows and includes the Superbill summary and manual charge entry. We will also discuss the handling of copays, patient payments and refunds. This session is a presentation and Q&A session with 's technical team to ensure users understand the need for backing up the Greenway system. Session includes information on back up procedures and Databas backup explanations. Vocabulary Admin and te functionality kwledge Office workflow kwledge MO161 MO162 ne Yes MO180 ne MO181 ne MO182 ne MO183 ne MO184 ne MO185 ne MO186 ne MO187 ne MO188
PrimeSuite, Understanding and Using the Compendium Utility Learn how to use the Compendium Utility to setup and manage lab compendium codes used for interfacing of electronic outbound orders submissions. We will cover how to export order concepts, how the spreadsheet functions and importing data back into the system to update the order concepts. Vocabulary Admin and kwledge of orders workflow MO189 Monday, Aug. 31, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) This session will cover how to set up Claims Maintenance worklist filters and, Claims Maintenance for how to use Claims Details. We will also Claims review tools within for cleaner claims and effective follow up. This session covers best practices for Denial, how to increase your clean claim rate uses tools within Best Practices: Claims as well as a workflow for Workflow claim follow- up to ensure claim fall through the cracks resulting in lost revenue. This session will provide you with the skills to build and edit flowsheets for use, Building and Using in tracking patient results and care. We Flowsheets will also cover the importance they play in creating discrete data that can be used in reporting. This session will cover an introduction to Prime Practice Analytics and a demo of, Prime Practice the product with an overview of the Analytics: What's is PDC? services offered through this powerful tool. This session will review how to send and receive direct messages within Prime Suite using Updox. We will also cover the Direct Messaging in intersect of this functionality with the Direct Messaging Meaningful Use Stage 2 Core measure This session provides a detailed review of all available Facesheet categories and, Simplify the Facesheet pointers for maintaining patient information and saving time during office visits. This session will introduce how to effectively reconcile receipts on a daily, Balancing Basics and monthly basis to ensure successful financial operations., Workflows Across Multiple Locations, Making the Most of In- Office Favorites List, Clinical Documentation This session will covers areas affected by multiple location practices within Prime Suite. We will cover how to increase office efficiency by setting up location filters as well as offer tips for daily balancing across locations. This session will show you how to customize your global practice list of In Office Procedures Favorites used in the Results section of a te. You'll learn how to add/remove from the favorites list and how to associate results concepts to the order concepts for purpose of data entry at point of care. As the importance of documenting structured data grows, it is equally important to review your clinical documentation methods. This hands- on session will guide users through the options for documenting in the software, including the new M Modal functionality, and choosing the best method for your practice. ne MO192 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Basic kwledge of lab results and Vocabulary Admin MO193 MO194 ne MO195 Clinical workflow kwledge Clinical intake process kwledge MO197 MO198 ne MO Users should be familiar with all page functionality and admin setup in the background of MO202 ne MO204 ne MO157
Monday, Aug. 31, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) 2:40 p.m. - 3:30 p.m. (Each session is 50 min.), Tying it Together, Daily and Monthly Reconciliation, Back Office Workflow: Collections Daily and monthly reconciliation is vital to effective practice management. This session will provide a comprehensive overview of the recommended tools and reports used to most efficiently complete this task. Establishing an effective method for processing past- due guarantor balances is crucial. This session will walk users through our Collections module and highlight the processes for creating rules for collections, configuring payment plans, processing write- offs and transfers, and more. This session will provide an overview of the Patient Portal features Patient Portal available to your practice and a demonstration of how it interacts with your database. October 1, 5 is the industry standard for all clinics to adopt ICD10. This session will help ensure you are ready by reviewing a detailed checklist of items required before the transition can take ICD- 10 Final Readiness in place. Our expert will use this session to - guide you in the right direction and use hands on opportunities to answer your quesitons. This session will be most beneficial to users who have t yet turned on their ICD- 10 dashboard in the platform. Strong Revenue Cycle (RCM) practices are crucial to your organization's financial health. Take Success EHS Best Practices: Claims advantage of this opportunity to learn Workflow from the RCM Experts who manage the revenue cycle of hundreds of providers of many different specialties using the platform. Are you looking to build relevant and professional- looking reports for your practice? This session will walk you through the basics of using Success Practice Analytics (formerly Business Success Practice Analytics - Basic Objects/Business Intelligence) to do just that. Let our reporting experts give you the tools to setup and customize reports as well as highlight the advantages of using them to improve your practice s performance. This session covers Greenway Practice Platforms Why Greenway Revenue Services? services, a demo of the platform and discusses how Greenway Practice can benefit your practice This session will provide insight to the Platforms steps in the migration process as well as Growing Your Business and Data termilogy used by migrations Conversion specialists and your responsibilities to ensure a successful migration. Platforms This session will cover how to navigate How to Use the Customer and use the features on Greenway's Community Training Page Community Training page. This session will provide users with tips and tricks on the Dental Charting Platforms MediaDent Charting: Tips and Tricks application including the workflow and configuration with the latest release of MediaDent Practice This session covers best practices for, Best Practices: Front Office front office workflows including the Workflows - RCM importance of checking eligibility for a healthy AR. ne MO163 ne MO164 ne MO170 ne Yes MO171 301 ne MO200 ne MO703 ne MO207 ne MO211 ne MO235 ne MO253 ne MO221
Monday, Aug. 31, 5 2:40 p.m. - 3:30 p.m. (Each session is 50 min.), IT Round Table, Front Office Workflow, Patient Engagement, Overview of Patient Centered Medical Home (PCMH), What's New in v.9.20, Cloud Reporting This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques You will learn how to complete Front Office workflow in, including how to register a patient, schedule, cancel and reschedule appointments for new and existing patients, check a patient in for his/her appointment and work tasks. You will learn how to engage patients in their health through the use of the Practice Portal. Additionally, you will learn how to use the portal as a marketing tool for your practice. is one of the few EHRs pre- validated as an NCQA certified solution for PCMH. This gives practices using a significant head start in the certification process. This session will be an overview of the steps required for PCMH certification, an overview of PCMH commercial payer programs and detailed instruction on how to manage reporting in Practice Analytics. Learn about our newest release - 9.20, which includes improvements in task management and electronic prescribing for controlled substances (EPCS), as well as tighter integration with Greenway Exchange. This session is an introduction reporting options available through Prime Practice Analytics. We will cover Clinical Intelligence to report on clinical analytics; Financial Intelligence as an A/R reporting tool and Remittance Intelligence which will let you compare your remits to your peers on a state and national level. This session will cover Practice ICD- 10 functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare, When Practice Meets Clinical, Prime Speech, Practice Functionality Released Since ENGAGE14, Orders Tracking to transition to ICD- 10 This session will discuss where Practice intersects with EHR, the impact of these intersections and the workflows associated with each. Speech functionality provides an additional method for documenting patient care. This session will discuss the enrollment process and how Prime Speech functions to assist providers with their stylized documentation needs. This session will cover the latest enhancements, features and functionality released since Engage 4. Become familiar with the life cycle of an order and how to leverage this important tool to improve workflow and patient care in your practice. Building filters, documenting results, sound follow up processes and reporting options will be covered in this session. ne MO222 ne MO225 kwledge of the Practice Portal MO226 ne MO227 ne MO228 ne MO205 ne MO206 ne MO210 Clinical te and workflow kwledge MO212 ne MO213 Clinical te and workflow kwledge MO214
Monday, Aug. 31, 5 2:40 p.m. - 3:30 p.m. (Each session is 50 min.), Improving Clinical Workflows with the Task List, Collections Bootcamp Part 1 Improve your coding accuracy by understanding how evaluates your documentation against the 1997 CMS guidelines to calculate the appropriate E&M code. We will review the guidelines and discuss how medical decision making, visit complexity and the exam influence the final level of service. This session will cover how to set up the Collection module to streamline your collection process. We will discuss setup options for the Collections Admin as well as Finance Charges and the use of the Collections Work List. This session will cover how to manage Appointment Requests and Recalls as, Managing Appointment well as workflows for recall tracking, Recalls/Requests reporting and utilization of letters and, Referral and Authorization, Prime Mobile and Future Releases, Best Practices: Front Office Workflows, Greenway PATIENT Portal, Greenway s Patient Centered Medical Home (PCMH) Solution through Reports, Understanding Vocabulary Reconciliation Introduction to Reporting, Creating Patient Reminders and Using the Work List, PQRS Registry Reporting labels to aid in the follow up process. This session will cover basic understanding of insurance authorization/pre- certification. We will discover the tools available for managing referrals and authorizations in Prime Suite and find out how those tools integrate with other parts of the application. This session will provide an overview of Prime Mobile and the options that are currently available. We will also take a peek at what is coming down the road for Prime Mobile. This session covers best practices for front office workflows including the importance of checking eligibility for a healthy AR. Greenway Patient offers providers a new and invative way to engage with their patients. This session is an overview Greenway Patient portal solution. In this session, you will be given an overview of PCMH principles, comercial payer programs, and information on how to utilize the tools and reports available through to support your PCMN initiatives. This session will focus on the importance of using Vocabulary Reconciliation to insure interfaced inbound results data is properly mapped to insure proper data flow. We will cover both results and order reconciliation and where this tool impacts users as they are intersecting with discrete data at point of care. This session will offer an overview of standard Reports and Dataset Summaries as well as a summary of the different capabilities of both Flex and Custom Reports. This session will cover how to build patient specific and population health Patient Reminders. We will review how to use the Clinical Alerts page and Patient Reminder Work List to generate reminders, along with managing the work list. We will also discuss how this functionality intersects with the Meaningful Use Stage 2 Patient Reminder Core measurement. This session will provide an overview of PQRS and reporting through PQRS Registry Portal in Prime DATACLOUD Basic Task List and clinical workflow kwledge MO233 ne MO234 ne MO236 ne MO237 ne MO238 ne MO239 ne MO240 ne MO241 Vocabulary Admin and basic lab interface kwledge MO242 ne MO246 Basic kwledge of Clinical Alerts and MU Stage 2 MO247 ne MO248
Monday, Aug. 31, 5 2:40 p.m. - 3:30 p.m. (Each session is 50 min.) 3:40 p.m. - 5:00 p.m., What is Beta Testing? Platforms, Denial, Using the Problem List Effectively, Improving Your Practice Workflows with the Task List, Back Office Workflow: Statements, Clinical User Preferences, Practice Setup: Part I, Clinical Documentation, Technical Q&A, Back Office Workflow: Common Rejections Engaging Patients in their Healthcare This session will introduce the BETA process and discuss both the benefits and challenges of being a BETA site. This session discusses how to identify and approach denials using the tools within This review of Problem List functionality is designed to help improve practice communication and tracking of patient care. We will review how to add to and edit the Problem list from both the Facesheet and within the Assessment section of chart tes. This session will show you how to modify your Practice workflows and take advantage of the Task List. We will review the Task List Admin and discuss the process for building Practice focused Task List Filters. This session will explore the best practices for maximizing the Statements functionality. From automating statements to selecting the best statement formats, this session will help to ensure your practice capitalizes on every opportunity to collect private monies in a timely manner. The User Preferences option in Clinical Console is an important tool for defining a variety of user settings that affect how users interact with the software every day. This session will assist attendees in identifying preferences to customize their clinical experience and enhance their clinical workflow. This session lays the foundation for the essential building blocks of an effective practice. You will cover topics such as setting up Financial Groups, Locations, Providers and more. As the importance of documenting structured data grows, it is equally important to review your clinical documentation methods. This hands- on session will guide users through the options for documenting in the software, including the new M Modal functionality, and choosing the best method for your practice. Join some of 's technical experts to discuss pest practices for addressing such topics as pre- empting slowness, monitoring data capacity and calibrating network settings. Rejected claims can have a significant impact on a practice's cash flow. This session will focus on utilizing the tools available in the software to configure and enable automated claim jobs, review delinquent claims and work the most common errored, rejected and crossover claims. Keep your patients engaged beyond the exam room! This session is focused on integrating patient portal, automated patient tifications, and direct messaging to help you cultivate relationships; improve communication; and increase patient satisfaction, referrals, and revenue. ne MO249 ne MO250 Clinical workflow kwledge required MO251 ne MO254 ne MO217 ne MO218 ne MO220 ne MO223 ne MO244 ne MO252 ne MO265
Monday, Aug. 31, 5 3:40 p.m. - 5:00 p.m. (Each session is 80 min.) Setup Menu, Clinical Batch Recalls, Advanced Health, Provider Workflow Formats & Batches OB Chart in EHR Managing Software Upgrades - Final Readiness for ICD- 10 EHR, Introduction to Custom Reports You will learn about often overlooked features and utilities available from within the Setup menus of System and Practice Administration, including navigation best practices in System and Practice Configuration, Users and Securities security groups and roles, printer and other setup items. This course is intended for System and Practice Administrators. You will learn how to create clinical batch recalls, including how to create recall formats, generate and post clinical recalls, and run recall reports. You will learn advanced EHR Health setup and using, including how to setup and use reminder overrides, satisfying events, and clinical batch recalls. This course is designed for experienced Health users. You will learn how to complete a patients visit and orders from the perspective of a provider, using EHR. This course will cover high- level workflow of: EHR navigation, reviewing a patients chart, documenting an encounter te, ordering tests and prescriptions, using tasking to complete orders, and signing a te. You will learn about Formats, including: a review of the format definitions and types of formats. This course will also cover how to import formats, create and edit formats, and utilize format utilities. This course is intended for System and Practice Administrators. You will learn about OB Chart in EHR, including how to document an OB visit and incorporate OB Chart into your EHR workflow. This course is designed for experienced EHR users who are t familiar with OB Chart. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. t ready for ICD- 10? Learn what you need to do w in EHR to prepare for the transition, including migrating patient problems, updating clinical tools, and more. This session will introduce the basics of Custom and Flex reporting. We will briefly cover the three types of reporting in followed by an instructor led session with step by step instruction for building both a Flex and Custom report. This session will offer instruction to help effectively manage your schedule templates to facilitate efficiency in your, Managing Schedule and office. We will cover how to create, Rule Templates modify, apply, and remove Schedule Rule Templates and Schedule Location Rule Templates. kwledge of Practice and EHR kwledge of Practice and Formats kwledge of Health in EHR MO274 MO275 MO278 ne MO279 kwledge of Practice and EHR kwledge of EHR MO280 MO281 ne MO307 ne MO308 ne MO258 ne MO259
Monday, Aug. 31, 5 3:40 p.m. - 5:00 p.m. (Each session is 80 min.), Contracts and Fee Schedules, Building Templates from Scratch, Building Effective Clinical Alerts -, Customizing Your Physical Exam PrimeSuite, Understanding the CHC Medicare and Medicaid Logic Start to Finish, Tying It Together: Daily and Monthly Reconciliation, Understanding Template Admin and Making Changes to Existing Templates, Meaningful Use Stage 2 Q&A ICD- 10 Clinical Preparation in Prime Suite, Best Practices Billing Workflows This session will cover how to set a Medicare Region for the practice and service location, create a contract and associate a fee schedule with it and how to create, copy, import and export fee schedules. We will also discuss how to generate a fee schedule listing based on Medicare region, fee schedule association, and charge schedules. Templates play a great role in customizing content to suit your practice documentation needs. We will be covering how to build a template from the ground up to empower you with the skills needed to create custom templates. In this session you will learn how to use the Clinical Alerts page to create and manage Clinical Alerts and Clinical Decision Support alert types. These can be used for the purpose of improving patient documentation, health maintenance, and preventive care. PE Admin setup is an important part of a clinician's documentation foundation and is a driver for building templates, as well as every day tating. We will review this functionality and how it impacts these areas, as well discuss best practices and ideas for improving PE documentation at point of care. This session will walk you through the proper setup and execution of FQHC and RHC Medicare billing. Learn how all the pieces of set- up work together to create the claim output and correct A/R for your payers. This session will provide an overview of recommended standard and custom reports for daily and monthly balancing. We will also address net numbers, n- voided numbers and frequently asked questions. This session will provide you with a basic understanding of how to use Template Admin. We will discuss best practices on locating templates in the Greenway Library and editing existing templates for use in clinical tes. This session will provide an overview of the functionality used to meet measures for Meaningful Use for Stage 2. We will discuss best practices and ideas for increased practice efficiencies and patient engagement. Join us in a demonstration of Clinical functionality related to ICD- 10 within. We will discuss best practices for leveraging these pieces, and the workflow impact as your practice heads into the final preparations for transition. This session covers how to effectively use for Denial, increase your clean claim rate with the tools found within and best practices for claim follow- up. ne MO260 Understanding te types, PE, ROS and Template Admin kwledge required Clinical workflow kwledge required Understanding of Clinical tes and Template Admin required Yes MO261 MO262 MO263 ne MO264 Kwledge of best practices for daily and monthly balancing Clinical te kwledge MU Stage 2 Measurement and clinical functionality kwledge MO266 MO267 MO268 ne MO286 ne MO287
Monday, Aug. 31, 5 3:40 p.m. - 5:00 p.m. (Each session is 80 min.), Electronic Orders and Orders Requisition, CHC/FQHC Claims Engine This session will cover functionality associated with outbound electronic orders submissions through lab interfaces. We will review the full cycle including the impact of code mappings in Vocabulary Admin and Compendium Utility, as well as executing the process at point of care through the Clinical te and Orders Requisition workflow. This session will provide an overview of the claims engine functionality and how it can assist you in effectively work your claims. We will go over the procedures for requesting payer specific map files, as well as how to effectively use the Claim Status tab, and use the payer flags in the claims engine. This session will provide insight into functionality that is often t used or misused in areas such as, the Facesheet,, Tips, Tricks, and Flowsheets, and Task List. We will also Underutilized Clinical Functionality - focus on navigational shortcuts in and out of the chart te, tools and workflow recommendations to increase efficiency eprescribe Set Up and Workflows, Leveraging Filters for Effective Practice, Claims Follow- up Workflows, Immunizations: Set Up and Workflow for all clinical users. In this session you will learn how to electronically submit prescriptions, including controlled substances. We will cover prescribing intersects including the Facesheet, Plan in the te, as well as Renewal Request page. This session will cover how to create, modify and execute filters to minimize the amount of data you view while maximizing your efficiency. You will learn how to utilize filters in the areas of Reporting, Account Information, Patient List, Task List and Collections. This session will cover how to use the claims tracking report as well as claims maintenance filters for denial management, identifying problem claims and increase your clean claim rate. Attendees will learn how to use the Immunization Grid as well as how to document and administer immunizations at point of care. Additionally, we will cover how to customize your vaccine schedules and generate immunization reports to suit your practice needs. Vocabulary Admin and te functionality kwledge Basic Kwledge of the Claims Engine functionality Basic clinical product kwledge Medication prescribing and clinical workflow Yes Yes MO288 MO289 MO290 MO291 ne MO292 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Immunizations kwledge MO293 MO294, Collections Bootcamp Part 2 This session will show you how to use Collection functionality to follow your accounts through the collection process. In this session, you will learn to create work lists and filters to manage collection accounts, access account information for research, take collection actions and set follow up dates. Please review the Setting Up Your Collections Work List and the Collections Questionnaire in the Setting Up Your Collections Work List course on the Customer Community. MO298 Insurance Transactions and ERA within This session will review payment posting workflows in. We will cover how to enter insurance payments both manually and via ERA, discuss posting payments with a fee schedule attached, partial payments, secondary payments before primary and the use of follow up reason codes at time of payment. ne MO299
Monday, Aug. 31, 5 3:40 p.m. - 5:00 p.m. (Each session is 80 min.), Clinical Functionality Released Since ENGAGE14, Creating Patient Reminders and Using the Work List, Technical Q&A Enterprise - SEHS Application Governance PCMH Overview, Nurse Workflow Join us in exploring the Clinical Functionality Released Since ENGAGE14. This session will cover how to build patient specific and population health Patient Reminders. We will review how to use the Clinical Alerts page and Patient Reminder Work List to generate reminders, along with managing the work list. We will also discuss how this functionality intersects with the Meaningful Use Stage 2 Patient Reminder Core measurement. This session is an open forum technical Q&A discussion about the IT Platform Are you being asked to make decisions on behalf of your CBO? Are you being asked to make clinical decisions impacting patient care? Identifying the correct individuals with sufficient authority to make decisions is critical to the success of your implementation. Let s discuss how you will benefit from SEHS Application Governance. Hear Lessons Learned and Real World examples from Experienced Customers and SEHS Experts. The Patient Centered Medical Home (PCMH) program is for practices that provide first contact, continuous, comprehensive, whole person care for patients across the practice. Do you want to learn more about this program and what it means to become Level 1, 2, or 3 PCMH recognized practice? Come and join us as we give you an overview of this program defining who is qualified, review the PCMH requirements and highlight workflows to help you achieve certification. The role of the nurse within the clinic can vary based on the size and type of practice you have. There are, however, some fundamental tasks that are key components of nurse workflow functionality. This session will focus on those tasks while introducing you to Clinical Console, Vitals and Phone Calls. This session will review the current status of Meaningful Use Stage II and how it, Stage II Meaningful Use affects your clinic. Our Meaningful Use : Current Status experts discuss how the latest changes will affect you and what needs to be addressed to meet current requirements. What's New in, Clinical Event Manager and Clinical Decision Support - You've asked for improvements and we've listened! This session will highlight some of the exciting new improvements we've made to the software this year. This session will provide you with methods for using the Clinical Event Manager tool to meet the Stage II Meaningful Use Measure Clinical Decision Support as well as improve patient care. Come learn how this important tool can work for your practice. Basic kwledge of Clinical Basic kwledge of Clinical Alerts and MU Stage 2 MO300 MO301 ne MO304 ne MO269 ne MO270 ne MO271 ne MO272 ne MO273 kwledge of Clinical Event Manager. Yes MO276
Monday, Aug. 31, 5 Tuesday, Sept. 1, 5 3:40 p.m. - 5:00 p.m. (Each session is 80 min.) 10:30 a.m. - on (Each session is 90 min.) Platforms Platforms, Clinical System Administration: Part I, CHC Billing, Patient Engagement Engaging Patients in their Healthcare Healthcare by the Numbers Proper table setup is the cornerstone of the software and is vital to maintain an efficient and effective practice. This hands- on session will focus on understanding how to build, edit and maintain starter sets, picklists, order sets and esuperbill views to enable your practice to reach it's potential. The solution is used by hundreds of Community Health Centers across the country, including Puerto Rico and the Virgin Islands, each of which face their own unique billing requirements. This session will provide an overview of the features designed to support clients in complying with CHC billing practices and guidelines. Government and industry initiatives are requiring that consumers become more involved in maintaining their health. Improving the health of your patient population requires a collaborative effort on the part of your clinic's caregivers, your referral sources and ancillary providers as well as your patients. This session will highlight patient engagement strategies and provide information on how to best utilize the features of the platform to engage your patients in taking responsibility for their health. Keep your patients engaged beyond the exam room! This session is focused on integrating patient portal, automated patient tifications, and direct messaging to help you cultivate relationships; improve communication; and increase patient satisfaction, referrals, and revenue. This decade has already seen more changes in healthcare than providers could have possibly imagined! As we hit the midpoint, the numbers associated with key data points reveal significant trends as we undergoing healthcare transformation. This session will explore the numbers over time to give you insight into reform progress or lack thereof. Join Adele ison as she explores healthcare developments in the U.S. by the numbers for such topics as HIPAA, emerging payment models, and cool new techlogies. Bring your smartphones and participate in live, interactive surveying of attendees to understand the impact of these trends among Greenway customers. A session designed to delight and inform, Adele will review data to offer strategic insights and a snapshot of market- driven implications for such issues as patient engagement, chronic disease management, legislation and health IT adoption. ne MO277 301 ne MO305 ne MO306 ne TU318 ne TU377
, End to End Claims You will learn how 's Claim Control drives efficiency and transparency into your practice's denial management and claims management processes. t only can effective denial management significantly reduce days in AR and bad debt, but it can also help you improve your front end and billing processes as you identify key trends that map back to mistakes earlier in the process. kwledge of Practice TU327, ERA Payments You will learn about ERA in Practice. This session is a deep dive, designed to help you develop a comprehensive understanding of all the configuration options that will help you maximize the efficiencies of payment posting. Payment Posting TU328, Advanced Financial Setup You will learn advanced financial setup in, including setting up Procedure Macros, Secondary/Tertiary adjustments and actions, RVUs, and more! Basic financial setup in Practice TU331 Tuesday, Sept. 1, 5 10:30 a.m. - on (Each session is 90 min.) Advanced Auditing Using Database for (Windows) System Administrators ICD- 10 in : October 1, 5 Onward, Clinical Outcomes with Practice Analytics, Direct Messaging Setup You will learn advanced auditing using the database, including information on: Progress Database, Accessing the Database, Adding New Tables, Reports and Queries, Requirements, Testing, and Security, and more. This course is intended for IT professionals with database experience working with practices that have an ODBC license. You will learn how to manage in Windows as a System Administrator, including information on: Suite Functionality, Client Installation and Reinstallation, Updates and Upgrades, Backups and other Scheduled Tasks, Windows Services, Firewall and WAN Settings, Internet Explorer, and Database Administration Utility. This course is intended for IT professionals who maintain the servers and clients that is used on. You will learn how to manage ICD- 9 and ICD- 10 in billing during the transition. This session will cover how to submit claims in after the changeover date for service dates before October 1; as well as, how to manage rejections and denials in related to diagsis coding. This course is designed for experienced Practice users who have set their system for ICD- 10 or completed the ICD- 10 Final Readiness course. You will learn how to use Practice Analytics to drive important and significant improvements in patient outcomes. You will learn how to setup Direct Messaging in the Practice Portal, including how to create and edit routing lists, designate accounts for Direct Messaging and update pages to match new routing lists. Direct Messaging is a Meaningful Use Stage 2 4 required functionality. This course is desgined for those new to Direct Messaging who have experience with the Practice Portal. kwledge of System and Practice Administration TU332 ne TU333 kwledge of ICD- 10 and Practice kwledge of Practice Analytics kwledge of the Practice Portal TU334 TU360 TU361
Tuesday, Sept. 1, 5 10:30 a.m. - on (Each session is 90 min.) RIS Refresh Managed Care in, Introduction to Custom Reports You will learn about the RIS best practice workflow, including a review of under- utilized functionality like handling codes, work groups, linking reports, and RIS reporting fields in Practice Analytics. This course is intended for experienced RIS users. You will learn about the under- utilized functionality of Managed Care. This course is an introduction of Managed Care to demonstrate how you can use it to help manage referrals In and Out of your practice. This course is for experienced Practice users who are t familiar with Managed Care. This session will introduce the basics of Custom and Flex reporting. We will briefly cover the three types of reporting in followed by an instructor led session with step by step instruction for building both a Flex and Custom report. This session will offer instruction to help effectively manage your schedule templates to facilitate efficiency in your, Managing Schedule and office. We will cover how to create, Rule Templates modify, apply, and remove Schedule Rule Templates and Schedule Location Rule, Contracts and Fee Schedules, Building Templates from Scratch, Building Effective Clinical Alerts -, Customizing Your Physical Exam, Tying It Together: Daily and Monthly Reconciliation, Understanding Template Admin and Making Changes to Existing Templates Templates. This session will cover how to set a Medicare Region for the practice and service location, create a contract and associate a fee schedule with it and how to create, copy, import and export fee schedules. We will also discuss how to generate a fee schedule listing based on Medicare region, fee schedule association, and charge schedules. Templates play a great role in customizing content to suit your practice documentation needs. We will be covering how to build a template from the ground up to empower you with the skills needed to create custom templates. In this session you will learn how to use the Clinical Alerts page to create and manage Clinical Alerts and Clinical Decision Support alert types. These can be used for the purpose of improving patient documentation, health maintenance, and preventive care. PE Admin setup is an important part of a clinician's documentation foundation and is a driver for building templates, as well as every day tating. We will review this functionality and how it impacts these areas, as well as discuss best practices and ideas for improving PE documentation at point of care. This session will provide an overview of recommended standard and custom reports for daily and monthly balancing. We will also address net numbers, n- voided numbers and frequently asked questions. This session will provide you with a basic understanding of how to use Template Admin. We will discuss best practices on locating templates in the Greenway Library and editing existing templates for use in clinical tes. kwledge of RIS kwledge of Practice TU362 TU363 ne TU311 ne TU312 ne TU313 Understanding te types, PE, ROS and Template Admin kwledge required Clinical workflow kwledge required Understanding of Clinical tes and Template Admin required Kwledge of best practices for daily and monthly balancing Clinical te kwledge Yes TU314 TU315 TU316 TU319 TU320
Tuesday, Sept. 1, 5 10:30 a.m. - on (Each session is 90 min.), Meaningful Use Stage 2 Q&A ICD- 10 Clinical Preparation in Prime Suite, Best Practices Billing Workflows, Electronic Orders and Orders Requisition Enterprise - Application Governance eprescribe - Set Up and Workflows, Leveraging Filters for Effective Practice, Claims Follow- up Workflows, Immunizations: Set Up and Workflow This session will provide an overview of the functionality used to meet measures for Meaningful Use for Stage 2. We will discuss best practices and ideas for increased practice efficiencies and patient engagement. Join us in a demonstration of Clinical functionality related to ICD- 10 within. We will discuss best practices for leveraging these pieces, and the workflow impact as your practice heads into the final preparations for transition. This session covers how to effectively use for Denial, increase your clean claim rate with the tools found within and best practices for claim follow- up. This session will cover functionality associated with outbound electronic orders submissions through lab interfaces. We will review the full cycle including the impact of code mappings in Vocabulary Admin and Compendium Utility, as well as executing the process at point of care through the Clinical te and Orders Requisition workflow. Are you being asked to make decisions on behalf of your CBO? Are you being asked to make clinical decisions impacting patient care? Identifying the correct individuals with sufficient authority to make decisions is critical to the success of your implementation. Let s discuss how you will benefit from Prime Suite Application Governance. Hear Lessons Learned and Real World examples from Experienced Customers and Experts. In this session you will learn how to electronically submit prescriptions, including controlled substances. We will cover prescribing intersects including the Facesheet, Plan in the te, as well as Renewal Request page. This session will cover how to create, modify and execute filters to minimize the amount of data you view while maximizing your efficiency. You will learn how to utilize filters in the areas of Reporting, Account Information, Patient List, Task List and Collections. This session will cover how to use the claims tracking report as well as claims maintenance filters for denial management, identifying problem claims and increase your clean claim rate. Attendees will learn how to use the Immunization Grid as well as how to document and administer immunizations at point of care. Additionally, we will cover how to customize your vaccine schedules and generate immunization reports to suit your practice needs. MU Stage 2 Measurement and clinical functionality kwledge TU321 ne TU339 ne TU340 Vocabulary Admin and te functionality kwledge TU341 ne TU342 Medication prescribing and clinical workflow Yes TU344 ne TU345 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Immunizations kwledge TU346 TU347
, Collections Bootcamp Part 2 This session will show you how to use Collection functionality to follow your accounts through the collection process. In this session, you will learn to create work lists and filters to manage collection accounts, access account information for research, take collection actions and set follow up dates. Please review the Setting Up Your Collections Work List and the Collections Questionnaire in the Setting Up Your Collections Work List course on the Customer Community. TU351 Insurance Transactions and ERA within, Clinical Functionality Released Since ENGAGE14, Technical Q&A This session will review payment posting workflows in. We will cover how to enter insurance payments both manually and via ERA, discuss posting payments with a fee schedule attached, partial payments, secondary payments before primary and the use of follow up reason codes at time of payment. Join us in exploring the Clinical Functionality Released Since ENGAGE14. This session is an open forum technical Q&A discussion about the IT Platform ne TU352 Basic kwledge of Clinical TU353 ne TU357 Tuesday, Sept. 1, 5 10:30 a.m. - on (Each session is 90 min.) Stage II Meaningful Use: Current Status, Provider Workflow II, Change, Nurse Workflow What's New in ICD- 10 Final Readiness in - This session will review the current status of Meaningful Use Stage II and how it affects your clinic. Our Meaningful Use experts discuss how the latest changes will affect you and what needs to be addressed to meet current requirements. Provider Workflow 2 builds on the kwledge established in Provider Workflow 1 and takes a closer look at navigating the various modules to utilize the Medications module, Medcin progress te and esuperbill. You will also further explore the functionality available in Chart Overview and the Task List. Software enhancements and updates can be difficult to keep up with and incorporate into a clinic's workflow. This session will focus on providing useful tools and practices to best manage these changes within your practice. The role of the nurse within the clinic can vary based on the size and type of practice you have. There are, however, some fundamental tasks that are key components of nurse workflow functionality. This session will focus on those tasks while introducing you to Clinical Console, Vitals and Phone Calls. You've asked from improvements and we've listened! This session will highlight some of the exciting new improvements we've made to the software this year. October 1, 5 is the industry standard for all clinics to adopt ICD10. This session will help ensure you are ready by reviewing a detailed checklist of items required before the transition can take place. Our expert will use this session to guide you in the right direction and use hands on opportunities to answer your questions. This session will be most beneficial to users who have t yet turned on their ICD- 10 dashboard in the platform. ne TU322 ne TU323 ne TU324 ne TU325 ne TU326 ne Yes TU329
, Clinical System Administration: Part II In this continuation of Clinical System Administration Part I, you will continue exploring the importance of table setup and it's impact within the clinic. In Part II of this hands- on session you will focus on flowsheets, immunizations, Meaningful Use/PQRS configuration and more to enable your practice to reach it's potential. This session will review the current status of Meaningful Use Stage II and how it, Stage II Meaningful Use affects your clinic. Our Meaningful Use : Current Status experts discuss how the latest changes will affect you and what needs to be addressed to meet current requirements. ne TU330 ne TU348 Tuesday, Sept. 1, 5 10:30 a.m. - on (Each session is 90 min.) Platforms Have you ever wondered if you're the only person asking a certain question? Our Support Team has compiled a list of questions they are asked most frequently, Customer Support FAQs and they want to share the answers with you. This is a great session to pick up some tips for resolving some of the most commonly encountered situations., Executive Dashboard Turnkey Solutions to Driving n Face to Face Care Coordination Revenue Practice Administrators are challenged with managing a broad array of practice indicators, which makes a fast and efficient method of monitoring those analytics imperative. The Executive Dashboard (also kwn as Digital Dashboard) provides a systematic process for monitoring practice trends and identifying issues that may warrant a more focused analytical review. This session will provide an overview of how the Executive Dashboard can be utilized to keep your finger on the pulse of your practice. In this session, we will present a practical and profitable approach to capturing revenue through new Medicare reimbursements for Transitional Care (TCM), Chronic Care (CCM), and Annual Wellness Visits (AWV). ne TU358 301 ne TU359 ne TU373 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) Platforms MediaDent Image Optimization and GURCA Configuration, What's Coming in 10.0+ A look into the functionality of the Digital Imaging portion of the Dental Module. This session is designed to show you the most efficient way to edit x- rays and optimize digital images in the MediaDent Digital Imaging Software. Additionally, this session will cover the Greenway Unified Remote Communication Architecture, particularly how to setup and use the GURCA functionality within the MediaDent Practice Software. Building on the success of 9.10, and the release of 9.20 in the Summer of 5, come learn about the roadmap for in late 5 and beyond. ne TU418 ne TU364
Tuesday, Sept. 1, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) See firsthand how a patient is managed throughout an entire visit in. See how Practice Analytics can identify which patients are due for a preventive screening before they even set foot in From Start to Finish: in the office. Then, learn how patients can Suite schedule an appointment online, check lab results, and email their providers with Patient Portal. Finally, follow a patient through registration, the clinical encounter and billing and collections. You will learn how to setup and use Health in EHR, including importing the Kwledge Base,, Health Basics modifying guideline sets and reminders, and setting up satisfying events. This course is for new users or those without Health kwledge. You will learn how to create Encounter te Forms, Document Templates and, Clinical Setup set Provider Preferences in EHR. This course is designed for new EHR users. You will learn foundational setup, including how to manage users,, Office Manager Workflow pharmacy and drug updates, utilize tasks and actions and events, and run recommended reports within. As the complexities of managing the back office rise, providers have to make the choice between continuing to bill in house and outsourcing. Come learn, Revenue Cycle about Greenway's clinically driven revenue cycle management (RCM) services and how it works with. See what clinically driven RCM means for your practice. You will learn how to leverage Practice, Financial Reporting with Analytics to drive significant financial Practice Analytics performance improvements in your practices. You will learn about the under- utilized functionality of Collections. This course is an introduction of Collections to demonstrate how you can Collections in use it to help manage A/R. This course is for experienced Practice users who are t familiar Enterprise - Application Governance, Final Readiness for ICD- 10- Practice -, Patient Payments with Collections. Are you being asked to make decisions on behalf of your CBO? Are you being asked to make clinical decisions impacting patient care? Identifying the correct individuals with sufficient authority to make decisions is critical to the success of your implementation. Let s discuss how you will benefit from Application Governance. Hear Lessons Learned and Real World examples from Experienced Customers and Experts. t ready for ICD- 10? Learn what you need to do w in to prepare for the transition, including importing ICD- 10 codes, updating reimbursement mappings, and more. You will learn how to post and manage patient payments in, including how to reverse and transfer payments, generate refunds and post adjustments. ne TU365 kwledge of EHR TU366 ne TU367 ne TU368 ne TU369 kwledge of Practice Analytics kwledge of Practice TU371 TU386 ne TU387 ne Yes TU390 ne TU391
Tuesday, Sept. 1, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.), Intro to Reporting, Orders Setup, Advanced Custom Reports Independent Lab, Building Correspondence Letters and Letterhead This session will provide insight into the basic system generated reports within the software for billing, clinical and practice workflow measurements and data analysis. You will learn foundational setup for EHR Orders/Charges including how to create user- defined orders, link procedure codes to orders, and create favorite procedure code lists. This is an independent lab session for customers to employ their skills in building custom reports based on examples in the Customer Report Lab workbook. Resources will be available to assist and answer questions. We recommend attendees bring a personal thumb drive to export reports they personally create to import into their system. Learn to customize your correspondence te letterhead, as well as create several types of standard correspondence such as referral letters and work/school releases. This session will cover Practice ICD- 10 functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare to transition to ICD- 10., Patient Statements from Start to Finish, Making the Most of Patient Tracking, IT Round Table, How to Document Quickly and Effectively, Interoperability for Meaningful Use Stage 2 This session will equip you to make an informed decision about your statement set- up and properly configure the system to achieve your desired outcome. Join this session to see how Patient Tracking functionality can be used to monitor the status of a patient during a visit, as well as the time patients spend at each stage. Learn how to set up Patient Tracking Admin, as well as how to run reports based on criteria that you determine. This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques This session will provide you with the opportunity to review functionality and discuss tips on effective ways to document visits that evolve beyond the original reason for the visit. Techniques such as templates for merge and Import Document will be discussed. This session will cover necessary interfaces for compliance with Meaningful Use stage 2. You will learn about each interface and the functionality that relates to it. We will also introduce interfaces that, while t required for MU2, can make the process much more efficient. ne TU392 kwledge of EHR Prerequisite: Basic kwledge of the Report Designer, how to create and build Custom Reports in and the Introduction to Custom Reports workshop is highly recommended. Kwledge of basic custom reports and creating a Clinical te required TU414 TU370 TU372 ne TU375 ne TU376 Office workflow kwledge TU377 ne TU378 Vocabulary Admin and te functionality kwledge TU379 ne TU380
Tuesday, Sept. 1, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) ICD- 10 Final Readiness in Prime Suite - PrimeSuite, Collections Bootcamp Part 1 Follow a Patient Through Prime Suite, Managing Appointment Recalls/Requests Windows Programs to Enhance Managing Software Upgrades Understanding Your System Rights, Charge Entry and Patient Payment Posting Basics Server Back- Up Best Practices, Understanding and Using the Compendium Utility This session will cover tools within Prime Suite Practice for ICD- 10 including the ICD- 10 Insurance Update Utility and enhancements to the Charges page and Charge Edits Admin. This session will cover how to set up the Collection module to streamline your collection process. We will discuss setup options for the Collections Admin as well as Finance Charges and the use of the Collections Work List. This session is a demonstration of a typical patient workflow through Prime Suite that offers a view of how each employee contributes to the overall patient experience. This session will cover how to manage Appointment Requests and Recalls as well as workflows for recall tracking, reporting and utilization of letters and labels to aidi in the follow up process. This session covers a list of free Windows programs that work within as well as Windows shortcut keys. You will learn beneficial tips and tricks using functionality that exists outside Prime Suite. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. This session will provide a better understanding of user and group rights. You will learn how to create users and groups and assign rights to the user or group. This session will cover payment and charge posting workflows and includes the Superbill summary and manual charge entry. We will also discuss the handling of copays, patient payments and refunds. This session is a presentation and Q&A session with 's technical team to ensure users understand the need for backing up the Greenway system. Session includes information on back up procedures and Database backup explanations. Learn how to use the Compendium Utility to setup and manage lab compendium codes used for interfacing of electronic outbound orders submissions. We will cover how to export order concepts, how the spreadsheet functions and importing data back into the system to update the order concepts. This session will cover how to set up Claims Maintenance worklist filters and, Claims Maintenance for how to use Claims Details. We will also Claims review tools within for Introduction to Reporting cleaner claims and effective follow up. This session will offer an overview of standard Reports and Dataset Summaries as well as a summary of the different capabilities of both Flex and Custom Reports. ne Yes TU398 ne TU399 ne TU400 ne TU401 ne TU402 ne TU403 ne TU404 ne TU405 ne TU406 Vocabulary Admin and kwledge of orders workflow TU407 ne TU410 ne TU411
Tuesday, Sept. 1, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) This session will provide you with the skills to build and edit flowsheets for use, Building and Using in tracking patient results and care. We Flowsheets will also cover the importance they play in creating discrete data that can be used in reporting. This session will cover and introduction to Prime Practice Analytics and a demo of, Prime Practice the product with an overview of the Analytics: What's is PDC? services offered through this powerful tool. This session will review how to send and receive direct messages within Prime Suite using Updox. We will also cover the Direct Messaging in intersect of this functionality with the Direct Messaging Meaningful Use Stage 2 Core measure This session provides a detailed review of all available Facesheet categories and, Simplify the Facesheet pointers for maintaining patient information and saving time during office visits. This session will show you how to modify your Practice workflows and take, Improving Your Practice advantage of the Task List. We will Workflows with the review the Task List Admin and discuss Task List the process for building Practice focused Task List Filters. PrimeSuite, Workflows Across Multiple Locations, Making the Most of In- Office Favorites List, Front Office Workflow, Back Office Workflow: Statements, Provider Workflow I This session will covers areas affected by multiple location practices within Prime Suite. We will cover how to increase office efficiency by setting up location filters as well as offer tips for daily balancing across locations. This session will show you how to customize your global practice list of In Office Procedures Favorites used in the Results section of a te. You'll learn how to add/remove from the favorites list and how to associate results concepts to the order concepts for purpose of data entry at point of care. The Front Desk staff is integral to a successful practice. This session will focus on equipping your staff with the tools necessary to schedule, check- in/check- out, update/maintain patient information and more. This session will explore the best practices for maximizing the Statements functionality. From automating statements to selecting the best statement formats, this session will help to ensure your practice capitalizes on every opportunity to collect private monies in a timely manner. Providers will maximize their efficiency within the platform with a firm understanding of the Clinical Console module. This session will familiarize the provider with the tools necessary to review a patient's chart, utilize the esuperbill and complete basic functions such as responding to medical messages and medication refill requests. Basic kwledge of lab results and Vocabulary Admin TU412 ne TU413 Clinical workflow kwledge Clinical intake process kwledge TU415 TU416 ne TU419 Users should be familiar with all page functionality and admin setup in the background of TU420 ne TU422 ne TU381 ne TU382 ne TU383
, Practice Setup: Part II This session continues the Practice Setup: Part I session going further in depth with topics such as setting up Financial Classes, Insurance Plans, Transaction Codes and Procedure Codes. Come gain a better understanding of the importance this setup plays in building an efficient practice. Practice Setup: Part I TU385 Tuesday, Sept. 1, 5 1:30 p.m. - 2:30 p.m. (Each session is 60 min.) 2:45 p.m. - 3:45 p.m. (Each session is 60 min.) Patient Portal ICD- 10 Final Readiness in -, Back Office Workflow: Common Rejections Platforms Why Greenway Revenue Services? Platforms Platforms Platforms Growing Your Business and Data Conversions across Enterprises Population Health How to Use the Customer Community Training Page, Billing Workflow, Charge Posting, Financials & Statements This session will provide an overview of the Patient Portal features available to your practice and a demonstration of how it interacts with your database. October 1, 5 is the industry standard for all clinics to adopt ICD10. This session will help ensure you are ready by reviewing a detailed checklist of items required before the transition can take place. Our expert will use this session to guide you in the right direction and use hands on opportunities to answer your quesitons. This session will be most beneficial to users who have t yet turned on their ICD- 10 dashboard in the platform. Rejected claims can have a significant impact on a practice's cash flow. This session will focus on utilizing the tools available in the software to configure and enable automated claim jobs, review delinquent claims and work the most common errored, rejected and crossover claims. This session covers Greenway Practice services, a demo of the platform and discusses how Greenway Practice can benefit your practice This session will cover the pros and cons of doing conversions across systems, what data can and cant be transferred, planning for the transition and special circumstances. This class is intended for Larger groups/enterprise sites that encounter conversions as practices are bought and sold. This session will feature a panel of customers discussing their journey with population health management and navigating value- based programs followed by a preview of Greenway s new population health management solution. Topics will include staff and process changes, relations with payers and use of techlogy. This session will cover how to navigate and use the features on Greenway's Community Training page. You will learn how to post pending charges, bill claims, post patient and insurance payments, and manage journals in. You will learn how to perform foundational billing tasks in, including how to check a patient out from their visit, post pending and manual charges, use journals, perform a daily and month- end close, and generate patient statements. ne TU388 ne Yes TU389 ne TU417 ne TU431 Prerequisite: Enterprise/large group practice TU439 ne TU454 ne TU459 ne TU423 ne TU424
Tuesday, Sept. 1, 5 2:45 p.m. - 3:45 p.m. (Each session is 60 min.), Clinical Workflow, Intro to Practice Analytics Reporting CHC, Tips & Tricks -, Best Practices: Front Office Workflows, Front Office Workflow, Patient Engagement, Overview of Patient Centered Medical Home (PCMH), Provider Desktop, Cloud Reporting You will learn how to perform the initial intake of a patient in EHR from the perspective of clinical staff, including: navigating EHR, entering allergies, problems, medications, vitals, starting a te for a patient, reviewing lab results, health reminders, immunizations and open orders for a patient and working tasks. You will learn how to use solution reports and dashboards in Practice Analytics. This course is a high- level overview of Practice Analytics functionality designed for new Practice Analytics users and those looking to learn about reporting functionality. You will learn about CHC, including how to record CHC specific information like sliding fees, income and housing information, and set clinic rates; as well as, basic CHC reporting. This course is a high- level overview of CHC and recommended for new CHC users. You will learn Tips & Tricks of Practice, including: financial tips, actions and events, and more! This session covers best practices for front office workflows including the importance of checking eligibility for a healthy AR. You will learn how to complete Front Office workflow in, including how to register a patient, schedule, cancel and reschedule appointments for new and existing patients, check a patient in for his/her appointment and work tasks. You will lean how to engage patients in their health through the use of the Practice Portal. Additionally, you will learn how to use the portal as a marketing tool for your practice. is one of the few EHRs pre- validated as an NCQA certified solution for PCMH. This gives practices using a significant head start in the certification process. This session will be an overview of the steps required for PCMH certification, an overview of PCMH commercial payer programs and detailed instruction on how to manage reporting in Practice Analytics. You will learn how to manage your day as a Provider outside of patient visits in EHR. This course will cover how to navigate the My Day tab of EHR, review and complete tasks, and review and sign open tes. This session is an introduction reporting options available through Prime Practice Analytics. We will cover Clinical Intelligence to report on clinical analytics; Financial Intelligence as an A/R reporting tool and Remittance Intelligence which will let you compare your remits to your peers on a state and national level. ne TU425 ne TU426 kwledge of Practice kwledge of Practice Yes TU427 TU428 ne TU445 ne TU449 kwledge of the Practice Portal TU450 ne TU451 ne TU478 ne TU429
Tuesday, Sept. 1, 5 2:45 p.m. - 3:45 p.m. (Each session is 60 min.) This session will cover Practice ICD- 10 functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare, When Practice Meets Clinical, Prime Speech, IT Round Table, Orders Tracking, Improving Clinical Workflows with the Task List, Financial Intelligence, Formerly kwn as Dashboard MD, Referral and Authorization, Prime Mobile and Future Releases, Best Practices: Front Office Workflows ICD- 10 Clinical Preparation in Prime Suite to transition to ICD- 10 This session will discuss where Practice intersects with EHR, the impact of these intersections and the workflows associated with each. Speech functionality provides an additional method for documenting patient care. This session will discuss the enrollment process and how Prime Speech functions to assist providers with their stylized documentation needs. This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques Become familiar with the life cycle of an order and how to leverage this important tool to improve workflow and patient care in your practice. Building filters, documenting results, sound follow up processes and reporting options will be covered in this session. Improve your coding accuracy by understanding how evaluates your documentation against the 1997 CMS guidelines to calculate the appropriate E&M code. We will review the guidelines and discuss how medical decision making, visit complexity and the exam influence the final level of service. This session is an overview of Financial Intelligence, a reporting tool that automates revenue cycle monitoring and analysis based on your Key Performance Indicators. You will learn key areas of the application, including how to generate reports and graphs and how to set alerts, thresholds and goals This session will cover basic understanding of insurance authorization/pre- certification. We will discover the tools available for managing referrals and authorizations in Prime Suite and find out how those tools integrate with other parts of the application. This session will provide an overview of Prime Mobile and the options that are currently available. We will also take a peek at what is coming down the road for Prime Mobile. This session covers best practices for front office workflows including the importance of checking eligibility for a healthy AR. Join us in a demonstration of Clinical functionality related to ICD- 10 within. We will discuss best practices for leveraging these pieces, and the workflow impact as your practice heads into the final preparations for transition. ne TU430 ne TU434 Clinical te and workflow kwledge TU436 ne TU437 Clinical te and workflow kwledge Basic Task List and clinical workflow kwledge TU438 TU457 ne TU458 ne TU461 ne TU462 ne TU463 ne TU464
Tuesday, Sept. 1, 5 2:45 p.m. - 3:45 p.m. (Each session is 60 min.), Greenway s Patient Centered Medical Home (PCMH) Solution through Reports, Understanding Vocabulary Reconciliation In this session, you will be given an overview of PCMH principles, commercial payer programs and information on how to utilize the tools and reports available through to support your PCMH initiatives. This session will focus on the importance of using Vocabulary Reconciliation to insure interfaced inbound results data is properly mapped to insure proper data flow. We will cover both results and order reconciliation and where this tool impacts users as they are intersecting with discrete data at point of care. This session will cover how to set up Claims Maintenance worklist filters and, Claims Maintenance for how to use Claims Details. We will also Claims review tools within for cleaner claims and effective follow up. This session will cover how to build patient specific and population health Patient Reminders. We will review how to use the Clinical Alerts page and Patient, Creating Patient Reminder Work List to generate Reminders and Using the Work List reminders, along with managing the work list. We will also discuss how this functionality intersects with the Meaningful Use Stage 2 Patient Reminder Core measurement. This session will provide an overview of, PQRS Registry PQRS and reporting through PQRS Reporting Registry Portal in Prime DATACLOUD This session will introduce the BETA, What is Beta Testing? process and discuss both the benefits and challenges of being a BETA site. This session discusses how to identify and, Denial approach denials using the tools within This review of Problem List functionality is designed to help improve practice communication and tracking of patient, Using the Problem List care. We will review how to add to and Effectively edit the Problem list from both the Facesheet and within the Assessment section of chart tes. Daily and monthly reconciliation is vital to effective practice management. This, Tying it Together, session will provide a comprehensive Daily and Monthly Reconciliation overview of the recommended tools and reports used to most efficiently complete this task. Establishing an effective method for processing past- due guarantor balances is crucial. This session will walk users, Back Office Workflow: through our Collections module and Collections highlight the processes for creating rules for collections, configuring payment plans, processing write- offs and transfers, and more. This session will walk you through the Claims Console. From End of Day processing to preparing, submitting, Back Office Workflow: and monitoring the status of claims, this Claims Console Navigation session will provide you with an overall picture of how claims move through the software. Our new and improved chart is full of features to help improve the efficiency, New Chart and and productivity of your practice. In this Workflow Recommendations session, we will highlight the features of the new chart and review workflow recommendations. ne TU465 Vocabulary Admin and basic lab interface kwledge TU466 ne TU469 Basic kwledge of Clinical Alerts and MU Stage 2 TU471 ne TU472 ne TU473 ne TU474 Clinical workflow kwledge required TU475 ne TU440 ne TU441 ne TU442 ne TU444
Tuesday, Sept. 1, 5 2:45 p.m. - 3:45 p.m. (Each session is 60 min.) 4:00 p.m. - 5:00 p.m. (Each session is 60 min.), Clinical Optimization -, Back Office Workflow: Setting Up and Electronic Remittances This session will give you the tools to assist you with monitoring your practice s clinical workflows to ensure timely processing of documentation, order results, and encounters. ly workflows help ensure accurate documentation of patient health information and meeting various Meaningful Use measures. We will discuss the measures you need to monitor, how to monitor them, and suggested time frames to assist in meeting measures in a timely fashion. This session will provide an overview of how Electronic Remittances are setup and reviewed in the software. You will learn to setup remittance carriers, insurance plans and remark code sets as well as apply and post payments from an ERA. This session will provide insight into the basic system generated reports within, Reporting the software for billing, clinical and practice workflow measurements and data analysis. Building on the success of 9.10, and the release of 9.20 in the, What's Coming in 10.0+ Summer of 5, come learn about the roadmap for in late 5 and beyond. See firsthand how a patient is managed throughout an entire visit in. See how Practice Analytics can identify which patients are due for a preventive screening before they even set foot in From Start to Finish: in the office. Then, learn how patients can Suite schedule an appointment online, check lab results, and email their providers with Patient Portal. Finally, follow a patient through registration, the clinical encounter and billing and collections. You will learn how to setup and use Health in EHR, including importing the Kwledge Base,, Health Basics - modifying guideline sets and reminders, and setting up satisfying events. This course is for new users or those without Health kwledge. You will learn how to create Encounter te Forms, Document Templates and, Clinical Setup set Provider Preferences in EHR. This course is designed for new EHR users. You will learn foundational setup, including how to manage users,, Office Manager Workflow pharmacy and drug updates, utilize tasks and actions and events, and run recommended reports within. As the complexities of managing the back office rise, providers have to make the choice between continuing to bill in house and outsourcing. Come learn, Revenue Cycle about Greenway's clinically driven revenue cycle management (RCM) services and how it works with. See what clinically driven RCM means for your practice. A fun, informal discussion of what happens on the other side. Learn how EHR for n- Clinicians clinicians use EHR, how it improves the clinical workflow of the practice and what you can do to help! ne Yes TU448 ne TU476 ne TU477 ne TU482 ne TU483 kwledge of EHR Yes TU484 ne TU485 ne TU486 ne TU487 ne TU504
Tuesday, Sept. 1, 5 4:00 p.m. - 5:00 p.m. (Each session is 60 min.), Direct Messaging, Insurance Payments, Electronic Prescribing of Controlled Substances (EPCS) -, Practice Portal Refresh, Advanced Custom Reports Independent Lab, Building Correspondence Letters and Letterhead, Making the Most of In- Office Favorites List, Patient Statements from Start to Finish, Making the Most of Patient Tracking You will learn how to use Direct Messaging in EHR, including how to send messages, generate and attach referral summaries, retrieve referral summaries sent to you, and import referral information into a patients chart. Direct Messaging is a Meaningful Use Stage 2 4 required functionality. This course is designed for those new to Direct Messaging. You will learn how to post and manage insurance payments in, including how to transfer payments, creating denials and generating insurance refunds. You will learn how to register for and prescribe Electronic Prescriptions for Controlled Substances (EPCS) using and EHR. Electronic prescribing of controlled substances is a requirement in many states in 5. has partnered with DrFirst to provide you with an EPCS solution. You will learn how to setup the Practice Portal, including managing user accounts, editing and adding pages, and recommended best practice workflows. This session is desgined for experienced Practice Portal uses who need a refresh on some of the setup and workflow of the portal. This is an independent lab session for customers to employ their skills in building custom reports based on examples in the Customer Report Lab workbook. Resources will be available to assist and answer questions. We recommend attendees bring a personal thumb drive to export reports they personally create to import into their system. Learn to customize your correspondence te letterhead, as well as create several types of standard correspondence such as referral letters and work/school releases. This session will show you how to customize your global practice list of In Office Procedures Favorites used in the Results section of a te. You'll learn how to add/remove from the favorites list and how to associate results concepts to the order concepts for purpose of data entry at point of care. This session will equip you to make an informed decision about your statement set- up and properly configure the system to achieve your desired outcome. Join this session to see how Patient Tracking functionality can be used to monitor the status of a patient during a visit, as well as the time patients spend at each stage. Learn how to set up Patient Tracking Admin, as well as how to run reports based on criteria that you determine. kwledge of Secure Messaging in / EHR TU505 ne TU508 kwledge of eprescribing in EHR kwledge of the Practice Portal and Suite Prerequisite: Basic kwledge of the Report Designer, how to create and build Custom Reports in and the Introduction to Custom Reports workshop is highly recommended. Kwledge of basic custom reports and creating a Clinical te required Yes TU509 TU510 TU488 TU490 ne TU491 ne TU494 Office workflow kwledge TU495
Tuesday, Sept. 1, 5 4:00 p.m. - 5:00 p.m. (Each session is 60 min.) This session highlights functionality, new, Tips, Tricks, and features and product enhancements Underutilized Practice designed to streamline workflows and Functionality -, How to Document Quickly and Effectively, Interoperability for Meaningful Use Stage 2 ICD- 10 Final Readiness in Prime Suite - Follow a Patient Through Prime Suite, Eligibility: Verification Made Easy Windows Programs to Enhance Managing Software Upgrades, Greenway Clearinghouse Services, Charge Entry and Patient Payment Posting Basics, Understanding and Using the Compendium Utility increase efficiency. This session will provide you with the opportunity to review functionality and discuss tips on effective ways to document visits that evolve beyond the original reason for the visit. Techniques such as templates for merge and Import Document will be discussed. This session will cover necessary interfaces for compliance with Meaningful Use stage 2. You will learn about each interface and the functionality that relates to it. We will also introduce interfaces that, while t required for MU2, can make the process much more efficient. This session will cover tools within Prime Suite Practice for ICD- 10 including the ICD- 10 Insurance Update Utility and enhancements to the Charges page and Charge Edits Admin. This session is a demonstration of a typical patient workflow through Prime Suite that offers a view of how each employee contributes to the overall patient experience. This session will discuss how to set up Eligibility Admin and Insurance Companies and Plans as well as how to submit batch and real time requests. We will also discuss areas within to see eligibility information for your patient. This session covers a list of free Windows programs that work within as well as Windows shortcut keys. You will learn beneficial tips and tricks using functionality that exists outside Prime Suite. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. This session reviews all of the and Greenway Clearinghouse Services Services integrated functionality. You will learn about features that are accessible within from links embedded on various pages of the application. This session will cover payment and charge posting workflows and includes the Superbill summary and manual charge entry. We will also discuss the handling of copays, patient payments and refunds. Learn how to use the Compendium Utility to setup and manage lab compendium codes used for interfacing of electronic outbound orders submissions. We will cover how to export order concepts, how the spreadsheet functions and importing data back into the system to update the order concepts. ne Yes TU496 Vocabulary Admin and te functionality kwledge TU497 ne TU498 ne Yes TU516 ne TU518 ne TU519 ne TU520 ne TU521 ne TU522 ne TU523 Vocabulary Admin and kwledge of orders workflow TU525
Tuesday, Sept. 1, 5 4:00 p.m. - 5:00 p.m. (Each session is 60 min.) Healthcare Analytics and Care Transformation: An Organizational Imperative Best Practices: Claims Workflow, Building and Using Flowsheets, Prime Practice Analytics: What's is PDC? Direct Messaging in, Simplify the Facesheet, Balancing Basics, Workflows Across Multiple Locations, Front Office Workflow Analytics is becoming critical to healthcare. The wealth of digital data available to healthcare providers is expanding exponentially. And while data in an electronic medical record is of ermous value to individual patients and physicians, its potential value to the healthcare system is even greater. In this presentation, Dr. Charlotte Hovet, will discuss the required components of a successful analytics program and how to build organizational capability in achieving information- driven outcomes and care transformation. The required components include a formal multidisciplinary governance structure, appropriate, scalable business intelligence and data architecture, organizational change management processes, and aligned organizational strategies. This session covers best practices for Denial, how to increase your clean claim rate uses tools within as well as a workflow for claim follow- up to ensure claim fall through the cracks resulting in lost revenue. This session will provide you with the skills to build and edit flowsheets for use in tracking patient results and care. We will also cover the importance they play in creating discrete data that can be used in reporting. This session will cover an introduction to Prime Practice Analytics and a demo of the product with an overview of the services offered through this powerful tool. This session will review how to send and receive direct messages within Prime Suite using Updox. We will also cover the intersect of this functionality with the Direct Messaging Meaningful Use Stage 2 Core measure This session provides a detailed review of all available Facesheet categories and pointers for maintaining patient information and saving time during office visits. This session will introduce how to effectively reconcile receipts on a daily and monthly basis to ensure successful financial operations. This session will cover areas affected by multiple location practices within Prime Suite. We will cover how to increase office efficiency by setting up location filters as well as offer tips for daily balancing across locations. The Front Desk staff is integral to a successful practice. This session will focus on equipping your staff with the tools necessary to schedule, check- in/check- out, update/maintain patient information and more. Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows Basic kwledge of lab results and Vocabulary Admin TU527 TU529 TU530 ne TU531 Clinical workflow kwledge Clinical intake process kwledge TU533 TU534 ne TU537 Users should be familiar with all page functionality and admin setup in the background of TU538 ne TU499
Tuesday, Sept. 1, 5 Wednesday, Sept. 2, 5 4:00 p.m. - 5:00 p.m. (Each session is 60 min.) 9:00 a.m. - 10:00 a.m. (Each session is 60 min.) Platforms Platforms Platforms Platforms, Clinical User Preferences, IT Round Table Success Practice Analytics - Basic, Back Office Workflow: Receivables What's New in Who We Are: Customer Support Who We Are: Training and Training Methodologies Growing Your Business and Data Conversions across Enterprises How to Use the Customer Community Training Page, Billing Workflow The User Preferences option in Clinical Console is an important tool for defining a variety of user settings that affect how users interact with the software every day. This session will assist attendees in identifying preferences to customize their clinical experience and enhance their clinical workflow. This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques Are you looking to build relevant and professional- looking reports for your practice? This session will walk you through the basics of using Success Practice Analytics (formerly Business Objects/Business Intelligence) to do just that. Let our reporting experts give you the tools to setup and customize reports as well as highlight the advantages of using them to improve your practice s performance. Accurate payment posting is integral to a practice's success. This session will walk you through the Receivables module to make adjustments and/or corrections to posted transactions as well as enter and post manual payments. You've asked from improvements and we've listened! This session will highlight some of the exciting new improvements we've made to the software this year. A day in the life of a support case. In this session, you will get tips for taking control of your case management, including a review of best practices for resolution of support- related cases. See what new support tools you have at your fingertips, such as live chat, kwledgebase search, case updates, request upgrade, product documentation and online training. You will learn about the Greenway training department and our training methodologies, including Virtual Interactive Academy and Subscription training. This session will cover the pros and cons of doing conversions across systems, what data can and cant be transferred, planning for the transition and special circumstances. This class is intended for Larger groups/enterprise sites that encounter conversions as practices are bought and sold. This session will cover how to navigate and use the features on Greenway's Community Training page. You will learn how to post pending charges, bill claims, post patient and insurance payments, and manage journals in. ne TU501 ne TU502 ne TU503 ne TU535 ne TU536 ne WE543 ne WE545 Prerequisite: Enterprise/large group practice WE557 ne WE577 ne WE541
Wednesday, Sept. 2, 5 9:00 a.m. - 10:00 a.m. (Each session is 60 min.) You will learn how to perform foundational billing tasks in, including how to check a patient out, Charge Posting, Financials & from their visit, post pending and manual Statements charges, use journals, perform a daily and month- end close, and generate patient statements. You will learn foundational user setup in, including how to setup users,, User Setup service centers and providers, and assign roles and securities. This session will review how to determine when an upgrade is available Managing Software and the functionality contained within Upgrades the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. Best Practices: Claims Workflow, Tips & Tricks - Practice for Clinicians, General Setup, Scheduling Setup, Insurance Billing & Claims, Cloud Reporting This session covers best practices for Denial, how to increase your clean claim rate uses tools within as well as a workflow for claim follow- up to ensure claim fall through the cracks resulting in lost revenue. You will learn Tips & Tricks of EHR, including: Favorite tes, Patient Flow Tracking in EHR, Orders - Linking Procedure Codes, Using Macros and Workflow Tips. A fun, informal discussion of what happens on the other side. Learn how the front office and billers use Practice, how it improves impacts the clinical workflow of the practice and what you can do to help! You will learn general setup and use, including how to run drug and pharmacy updates, create Actions & Events, create tasks and task monitoring, and setup and use Imaging. You will learn foundational scheduling setup in, including how to create scheduling templates, setup reason codes and classes, and create schedule rotations. You will learn how to bill insurance claims and how to view and work at risk claims in. This session is an introduction to reporting options available through Prime Practice Analytics. We will cover Clinical Intelligence to report on clinical analytics; Financial Intelligence as an A/R reporting tool and Remittance Intelligence which will let you compare your remits to your peers on a state and national level. functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare, When Practice Meets Clinical, Prime Speech This session will cover Practice ICD- 10 to transition to ICD- 10 This session will discuss where Practice intersects with EHR, the impact of these intersections and the workflows associated with each. Speech functionality provides an additional method for documenting patient care. This session will discuss the enrollment process and how Prime Speech functions to assist providers with their stylized documentation needs. ne WE542 ne WE546 ne WE551 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows kwledge of EHR Yes WE563 WE564 ne WE567 ne WE568 ne WE569 ne WE570 ne WE547 ne WE548 ne WE552 Clinical te and workflow kwledge WE554
, Practice Functionality Released Since ENGAGE14 This session will cover the latest enhancements, features and functionality released since Engage 4. ne WE555 Wednesday, Sept. 2, 5 9:00 a.m. - 10:00 a.m. (Each session is 60 min.), Orders Tracking, Improving Clinical Workflows with the Task List, Financial Intelligence, Formerly kwn as Dashboard MD, Managing Appointment Recalls/Requests, Referral and Authorization, Prime Mobile and Future Releases, Understanding Vocabulary Reconciliation, Creating Patient Reminders and Using the Work List, PQRS Registry Reporting, What is Beta Testing?, Denial Become familiar with the life cycle of an order and how to leverage this important tool to improve workflow and patient care in your practice. Building filters, documenting results, sound follow up processes and reporting options will be covered in this session. Improve your coding accuracy by understanding how evaluates your documentation against the 1997 CMS guidelines to calculate the appropriate E&M code. We will review the guidelines and discuss how medical decision making, visit complexity and the exam influence the final level of service. This session is an overview of Financial Intelligence, a reporting tool that automates revenue cycle monitoring and analysis based on your Key Performance Indicators. You will learn key areas of the application, including how to generate reports and graphs and how to set alerts, thresholds and goals This session will cover how to manage Appointment Requests and Recalls as well as workflows for recall tracking, reporting and utilization of letters and labels to aidi in the follow up process. This session will cover basic understanding of insurance authorization/pre- certification. We will discover the tools available for managing referrals and authorizations in Prime Suite and find out how those tools integrate with other parts of the application. This session will provide an overview of Prime Mobile and the options that are currently available. We will also take a peek at what is coming down the road for Prime Mobile. This session will focus on the importance of using Vocabulary Reconciliation to insure interfaced inbound results data is properly mapped to insure proper data flow. We will cover both results and order reconciliation and where this tool impacts users as they are intersecting with discrete data at point of care. This session will cover how to build patient specific and population health Patient Reminders. We will review how to use the Clinical Alerts page and Patient Reminder Work List to generate reminders, along with managing the work list. We will also discuss how this functionality intersects with the Meaningful Use Stage 2 Patient Reminder Core measurement. This session will provide an overview of PQRS and reporting through PQRS Registry Portal in Prime DATACLOUD This session will introduce the BETA process and discuss both the benefits and challenges of being a BETA site. This session discusses how to identify and approach denials using the tools within Clinical te and workflow kwledge Basic Task List and clinical workflow kwledge WE556 WE575 ne WE576 ne WE578 ne WE579 ne WE580 Vocabulary Admin and basic lab interface kwledge Basic kwledge of Clinical Alerts and MU Stage 2 WE583 WE585 ne WE586 ne WE587 ne WE588
Wednesday, Sept. 2, 5 9:00 a.m. - 10:00 a.m. (Each session is 60 min.) 10:10 a.m. - 11 a.m., Using the Problem List Effectively This review of Problem List functionality is designed to help improve practice communication and tracking of patient care. We will review how to add to and edit the Problem list from both the Facesheet and within the Assessment section of chart tes. This session will show you how to modify your Practice workflows and take, Improving Your Practice advantage of the Task List. We will Workflows with the review the Task List Admin and discuss Task List the process for building Practice, Tying it Together, Daily and Monthly Reconciliation, Practice Setup: Part I, Back Office Workflow: Claims Console Navigation, IT Round Table, Order, Clinical Optimization -, Back Office Workflow: Setting Up and Electronic Remittances, Financial Setup focused Task List Filters. Daily and monthly reconciliation is vital to effective practice management. This session will provide a comprehensive overview of the recommended tools and reports used to most efficiently complete this task. This session lays the foundation for the essential building blocks of an effective practice. You will cover topics such as setting up Financial Groups, Locations, Providers and more. This session will walk you through the Claims Console. From End of Day processing to preparing, submitting and monitoring the status of claims, this session will provide you with an overall picture of how claims move through the software. This session is a panel discussion and an open discussion with Greenway Health's technical team to encourage networking and sharing with other users. Topics include: system performance, client architecture, server infrastructure and troubleshooting techniques This session will highlight the tools within for creating and deferring orders within the software. You will effectively learn to manage order types through task lists as well as walking through the process for signing off and resulting orders. This session will give you the tools to assist you with monitoring your practice s clinical workflows to ensure timely processing of documentation, order results, and encounters. ly workflows help ensure accurate documentation of patient health information and meeting various Meaningful Use measures. We will discuss the measures you need to monitor, how to monitor them, and suggested time frames to assist in meeting measures in a timely fashion. This session will provide an overview of how Electronic Remittances are setup and reviewed in the software. You will learn to setup remittance carriers, insurance plans and remark code sets as well as apply and post payments from an ERA. You will learn how to complete foundational financial setup, including: how to setup insurance plans and carriers, profile and fee schedules, fee schedule assignments, financial codes, and procedure codes including hard- coded modifiers. Clinical workflow kwledge required WE589 ne WE591 ne WE558 ne WE559 ne WE560 ne WE561 ne WE562 Vocabulary Admin and basic lab interface kwledge Yes WE566 ne WE590 ne WE595
, Intro to Practice Analytics Reporting You will learn how to use solution reports and dashboards in Practice Analytics. This course is a high- level overview of Practice Analytics functionality designed for new Practice Analytics users and those looking to learn about reporting functionality. ne WE598 Wednesday, Sept. 2, 5 10:10 a.m. - 11:00 a.m. (Each session is 50 min.) You will learn about CHC, including how to record CHC specific information like sliding fees, income and housing information, and set clinic rates; CHC as well as, basic CHC reporting. This course is a high- level overview of CHC and recommended for new CHC users. You will learn Tips & Tricks of Practice, including:, Tips & Tricks - financial tips, actions and events, and more! You will learn how to use Direct Messaging in EHR, including how to send messages, generate and attach referral summaries, retrieve referral summaries sent to you, and import, Direct Messaging referral information into a patients chart. Direct Messaging is a Meaningful Use Stage 2 4 required functionality. This course is desgined for those new to Direct Messaging. You will learn how to post and manage insurance payments in, including, Insurance Payments how to transfer payments, creating denials and generating insurance refunds. You will learn how to register for and prescribe Electronic Prescriptions for Controlled Substances (EPCS) using, Electronic Prescribing of and EHR. Electronic Controlled Substances (EPCS) - prescribing of controlled substances is a requirement in many states in 5. has partnered with DrFirst to provide you with an EPCS solution. You will learn how to setup the Practice Portal, including managing user accounts, editing and adding pages, and recommended best practice workflows., Practice Portal Refresh This session is designed for experienced Practice Portal uses who need a refresh on some of the setup and workflow of the portal., Advanced Custom Reports Independent Lab This is an independent lab session for customers to employ their skills in building custom reports based on examples in the Customer Report Lab workbook. Resources will be available to assist and answer questions. We recommend attendees bring a personal thumb drive to export reports they personally create to import into their system. kwledge of Practice kwledge of Practice kwledge of Secure Messaging in / EHR Yes WE599 WE600 WE618 ne WE621 kwledge of eprescribing in EHR kwledge of the Practice Portal and Suite Prerequisite: Basic kwledge of the Report Designer, how to create and build Custom Reports in and the Introduction to Custom Reports workshop is highly recommended. Yes WE622 WE623 WE601, Building Correspondence Letters and Letterhead Learn to customize your correspondence te letterhead, as well as create several types of standard correspondence such as referral letters and work/school releases. Kwledge of basic custom reports and creating a Clinical te required WE603
Wednesday, Sept. 2, 5 10:10 a.m. - 11:00 a.m. (Each session is 50 min.), Making the Most of In- Office Favorites List This session will show you how to customize your global practice list of In Office Procedures Favorites used in the Results section of a te. You'll learn how to add/remove from the favorites list and how to associate results concepts to the order concepts for purpose of data entry at point of care. This session will cover Practice ICD- 10 functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare to transition to ICD- 10, Patient Statements from Start to Finish, Making the Most of Patient Tracking, Tips, Tricks, and Underutilized Practice Functionality -, How to Document Quickly and Effectively, Interoperability for Meaningful Use Stage 2 ICD- 10 Final Readiness in Prime Suite -, Collections Bootcamp Part 1 Follow a Patient Through Prime Suite Windows Programs to Enhance Managing Software Upgrades This session will equip you to make an informed decision about your statement set- up and properly configure the system to achieve your desired outcome. Join this session to see how Patient Tracking functionality can be used to monitor the status of a patient during a visit, as well as the time patients spend at each stage. Learn how to set up Patient Tracking Admin, as well as how to run reports based on criteria that you determine. This session highlights functionality, new features and product enhancements designed to streamline workflows and increase efficiency. This session will provide you with the opportunity to review functionality and discuss tips on effective ways to document visits that evolve beyond the original reason for the visit. Techniques such as templates for merge and Import Document will be discussed. This session will cover necessary interfaces for compliance with Meaningful Use stage 2. You will learn about each interface and the functionality that relates to it. We will also introduce interfaces that, while t required for MU2, can make the process much more efficient. This session will cover tools within Prime Suite Practice for ICD- 10 including the ICD- 10 Insurance Update Utility and enhancements to the Charges page and Charge Edits Admin. This session will cover how to set up the Collection module to streamline your collection process. We will discuss setup options for the Collections Admin as well as Finance Charges and the use of the Collections Work List. This session is a demonstration of a typical patient workflow through Prime Suite that offers a view of how each employee contributes to the overall patient experience. This session covers a list of free Windows programs that work within as well as Windows shortcut keys. You will learn beneficial tips and tricks using functionality that exists outside Prime Suite. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. ne WE604 ne WE607 ne WE607 Office workflow kwledge WE608 ne Yes WE609 Vocabulary Admin and te functionality kwledge WE610 ne WE611 ne Yes WE629 ne WE630 ne WE631 ne WE633 ne WE634
Wednesday, Sept. 2, 5 10:10 a.m. - 11:00 a.m. (Each session is 50 min.), Understanding Vocabulary Reconciliation Introduction to Reporting, Greenway PATIENT Portal, Prime Practice Analytics: What's is PDC? Direct Messaging in, Provider Workflow II, Practice Optimization -, New Chart and Workflow Recommendations, Clinical Optimization -, Back Office Workflow: Receivables This session will focus on the importance of using Vocabulary Reconciliation to insure interfaced inbound results data is properly mapped to insure proper data flow. We will cover both results and order reconciliation and where this tool impacts users as they are intersecting with discrete data at point of care. This session will offer an overview of standard Reports and Dataset Summaries as well as a summary of the different capabilities of both Flex and Custom Reports. Greenway Patient offers providers a new and invative way to engage with their patients. This session is an overview Greenway Patient portal solution. This session will cover an introduction to Prime Practice Analytics and a demo of the product with an overview of the services offered through this powerful tool. This session will review how to send and receive direct messages within Prime Suite using Updox. We will also cover the intersect of this functionality with the Direct Messaging Meaningful Use Stage 2 Core measure Provider Workflow 2 builds on the kwledge established in Provider Workflow 1 and takes a closer look at navigating the various modules to utilize the Medications module, Medcin progress te and esuperbill. You will also further explore the functionality available in Chart Overview and the Task List. This session will give you the tools to help monitor revenue and practice workflows to maximize revenue flow. We will discuss reports and tools within as well as recommended time frames to better enable you to define workflows and identify problem areas. Our new and improved chart is full of features to help improve the efficiency and productivity of your practice. In this session, we will highlight the features of the new chart and review workflow recommendations. This session will give you the tools to assist you with monitoring your practice s clinical workflows to ensure timely processing of documentation, order results, and encounters. ly workflows help ensure accurate documentation of patient health information and meeting various Meaningful Use measures. We will discuss the measures you need to monitor, how to monitor them, and suggested time frames to assist in meeting measures in a timely fashion. Accurate payment posting is integral to a practice's success. This session will walk you through the Receivables module to make adjustments and/or corrections to posted transactions as well as enter and post manual payments. Vocabulary Admin and basic lab interface kwledge WE637 ne WE638 ne WE639 ne WE640 Clinical workflow kwledge WE642 ne WE614 ne Yes WE615 ne WE616 Vocabulary Admin and basic lab interface kwledge Yes WE620 ne WE644
Wednesday, Sept. 2, Date 5 11:10 a.m. - on (Each session is 50 min.) Platforms Platforms Who We Are: Customer Support Who We Are: Training and Training Methodologies Platforms Why Greenway Revenue Services? Platforms Growing Your Business and Data Conversions across Enterprise Managing Software Upgrades, Financial Setup, User Setup EHR for n- Clinicians, Tips & Tricks - Practice for Clinicians, General Setup, Scheduling Setup, Insurance Billing & Claims A day in the life of a support case. In this session, you will get tips for taking control of your case management, including a review of best practices for resolution of support- related cases. See what new support tools you have at your fingertips, such as live chat, kwledgebase search, case updates, request upgrade, product documentation and online training. You will learn about the Greenway training department and our training methodologies, including Virtual Interactive Academy and Subscription training. This session covers Greenway Practice services, a demo of the platform and discusses how Greenway Practice can benefit your practice This session will cover the pros and cons of doing conversions across systems, what data can and cant be transferred, planning for the transition and special circumstances. This class is intended for Larger groups/enterprise sites that encounter conversions as practices are bought and sold. This session will review how to determine when an upgrade is available and the functionality contained within the upgrade. We will also discuss the impact on your current office workflow and how to best prepare for an upgrade. You will learn how to complete foundational financial setup, including: how to setup insurance plans and carriers, profile and fee schedules, fee schedule assignments, financial codes, and procedure codes including hard- coded modifiers. You will learn foundational user setup in, including how to setup users, service centers and providers, and assign roles and securities. A fun, informal discussion of what happens on the other side. Learn how clinicians use EHR, how it improves the clinical workflow of the practice and what you can do to help! You will learn Tips & Tricks of EHR, including: Favorite tes, Patient Flow Tracking in EHR, Orders - Linking Procedure Codes, Using Macros and Workflow Tips. A fun, informal discussion of what happens on the other side. Learn how the front office and billers use Practice, how it improves impacts the clinical workflow of the practice and what you can do to help! You will learn general setup and use, including how to run drug and pharmacy updates, create Actions & Events, create tasks and task monitoring, and setup and use Imaging. You will learn foundational scheduling setup in, including how to create scheduling templates, setup reason codes and classes, and create schedule rotations. You will learn how to bill insurance claims and how to view and work at risk claims in. ne WE651 ne WE653 ne WE657 Prerequisite: Enterprise/large group practice WE665 ne WE645 ne WE649 ne WE654 ne WE671 kwledge of EHR Yes WE672 ne WE675 ne WE676 ne WE677 ne WE678
, Cloud Reporting This session is an introduction reporting options available through Prime Practice Analytics. We will cover Clinical Intelligence to report on clinical analytics; Financial Intelligence as an A/R reporting tool and Remittance Intelligence which will let you compare your remits to your peers on a state and national level. ne WE655 PrimeSuite This session will cover Practice ICD- 10 functionality within. We will ICD- 10 Practice Preparation in Prime discuss the workflow impact and how to Suite leverage this functionality as you prepare, When Practice Meets Clinical, Prime Speech to transition to ICD- 10 This session will discuss where Practice intersects with EHR, the impact of these intersections and the workflows associated with each. Speech functionality provides an additional method for documenting patient care. This session will discuss the enrollment process and how Prime Speech functions to assist providers with their stylized documentation needs. ne WE656 ne WE660 Clinical te and workflow kwledge WE662, Practice Functionality Released Since ENGAGE14 This session will cover the latest enhancements, features and functionality released since Engage 4. ne WE663 Wednesday, Sept. 2, 5 11:10 a.m. - on (Each session is 50 min.), Orders Tracking, Improving Clinical Workflows with the Task List, Creating the Exceptional Patient Experience, Prime Mobile and Future Releases Understanding Your System Rights Best Practices: Claims Workflow Become familiar with the life cycle of an order and how to leverage this important tool to improve workflow and patient care in your practice. Building filters, documenting results, sound follow up processes and reporting options will be covered in this session. Learn how to modify your clinical workflows to take advantage of the new and improved Task List feature. This session will include a complete review of Task List Admin focusing on clinical Tasks Type as well as a step by step process for building Task List Filters. Understand how the Co- sign task works to eliminate steps when reviewing and cosigning documents. Additionally, learn how to incorporate tasks into the documentation process when reviewing order results and routing documents. This session features a Practice Administrator from a leading practice that will share tips and secrets in delivering an exceptional patient experience. This session will provide an overview of Prime Mobile and the options that are currently available. We will also take a peek at what is coming down the road for Prime Mobile. This session will provide a better understanding of user and group rights. You will learn how to create users and groups and assign rights to the user or group. This session covers best practices for Denial, how to increase your clean claim rate using tools within as well as a workflow for claim follow- up to ensure claim fall through the cracks resulting in lost revenue. Clinical te and workflow kwledge Basic Task List and clinical workflow kwledge WE664 WE683 ne WE687 ne WE688 ne WE691 Basic Kwledge of Insurance Follow- up and Claims Maintenance workflows WE692
Wednesday, Sept. 2, 5 11:10 a.m. - on (Each session is 50 min.), Creating Patient Reminders and Using the Work List, PQRS Registry Reporting, What is Beta Testing?, Practice Setup: Part II This session will cover how to build patient specific and population health Patient Reminders. We will review how to use the Clinical Alerts page and Patient Reminder Work List to generate reminders, along with managing the work list. We will also discuss how this functionality intersects with the Meaningful Use Stage 2 Patient Reminder Core measurement. This session will provide an overview of PQRS and reporting through PQRS Registry Portal in Prime Practice Analytics This session will introduce the BETA process and discuss both the benefits and challenges of being a BETA site. This session continues the Practice Setup: Part I session going further in depth with topics such as setting up Financial Classes, Insurance Plans, Transaction Codes and Procedure Codes. Come gain a better understanding of the importance this setup plays in building an efficient practice. We want to hear from YOU! Come join this session and provide feedback on the, Product Feedback software as we strive to create a product that meets your needs. This session will highlight the tools within for creating and deferring orders within the software. You will, Order effectively learn to manage order types through task lists as well as walking through the process for signing off and resulting orders. As the importance of documenting structured data grows, it is equally important to review your clinical documentation methods. This hands- on, Clinical Documentation session will guide users through the options for documenting in the software, including the new M Modal functionality, and choosing the best method for your practice. Want to take your Success Practice Analytics reports to the next level? Join us for this session to learn tips and advanced features to enhance your Success Practice Analytics - custom SPA (formerly Business Advanced Objects/Business Intelligence) reports. From custom variables to subqueries this session has all you need to kw to help guide you in developing reports that are important to you! Success Practice Analytics - Advanced Want to take your Success Practice Analytics reports to the next level? Join us for this session to learn tips and advanced features to enhance your custom SPA (formerly Business Objects/Business Intelligence) reports. From custom variables to subqueries this session has all you need to kw to help guide you in developing reports that are important to you! Basic kwledge of Clinical Alerts and MU Stage 2 WE693 ne WE694 ne WE695 Practice Setup: Part I WE667 ne WE668 ne WE670 ne WE673 ne WE707 ne WE708