BridgeIT for eclinicalworks Hands On Training

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1 BridgeIT for eclinicalworks Hands On Training Denver, CO Monday, September 16 Wednesday, September 18, 2013 Improve your reporting skills with hands on training! BridgeIT for eclinicalworks Hands On Training Course Description Who Should Attend the Class This course involves three days of hands on training focusing on the use of BridgeIT for eclinicalworks. It is designed for users with BridgeIT experience. If you have been using BridgeIT to run and build reports, this opportunity is for you. Each day will cover a variety of projects and concepts. During the class we encourage input from the students and try to make the class as close to real world reporting and data analysis as possible. Registration includes: Transportation to and from the Denver airport Meals and snacks: light breakfast each day, catered lunch, snacks and beverages Training Workbook material Laptop rental if necessary Networking event Tuesday after class If you are involved in creating reports, spreadsheets and other forms of data analysis for your organization you will want to attend. Benefits of Attending Class size is limited, Register early! Remote Connection to your Desktop Before coming to class you will need to setup remote access to your BridgeIT desktop and test it before you come to Denver. If you need help with the testing process, please call or us. Dress Comfortably Please feel free to dress comfortably for class. Suits, jeans, shorts, it does not matter to us what attire you wear to class. Since the class format is very flexible we are able to cover a substantial amount of relevant material and introduce new report management concepts. Plus you will be able to interact with your peers to learn how they are handling the same business operations and clinical reporting issues you are experiencing. The last day of class will have focused breakout sessions related to Clinical and Financial reporting. Bring a sweater or jacket since the temperature in class changes. Bring your Questions or them! If you have a project that you have been struggling with or any reporting issue, please them to misty@heckmanconsulting.com or bring them to class. We will address as many questions as possible. Detailed class information inside Class agenda overview Upgrade News 3 News and notes 4 Location of class and travel info Registration form 6 Important Information! Class size is limited! Registration is on a first come basis. Written confirmation of registration will be provided. Due to class size we may not be able to accommodate everyone, register early! Please schedule your travel arrangements AFTER you receive your written confirmation. 2 5

2 Group Training Day 1 and Day 2 The first two days of class will be a single group. Topics to be presented during these sessions include: Version 9.7 Toolbox updates (many new changes since last year s first release of V9) Project Level Documentation and Automated notification of new project updates. Project Alerts now distributable in Pivot Tables. Global definition of test patient accounts and exclusion from reports Data to Dashboards new Operations, UDS, EMR Alerts and Financial dashboards Utilizing ID codes and drop down lists for project prompts Expression building for automated project execution PDF Binders distribute your reports with a table of contents Advanced Excel Pivot Table functions for comparative analysis Improved Auxiliary criteria for query design projects Performance enhancements for SQL Pass Thru More details to be added as we complete the testing of the new V9.7 BridgeIT Toolbox and Project Library Days 1 and 2 - Monday and Tuesday, September 16 and 17, 2013 Class Hours 8:30AM 4:30PM each day Tuesday Evening Networking and Social Event Please join us after class for food, beverages and networking time with your classmates and instructors. We will gather at a nearby grill and bar. The destination will be announced in class. A comprehensive review of all of the Financial and Clinical data tables and related existing projects will be presented in the Breakout Sessions. Financial/Operations and Clinical Breakout Sessions - Day 3 The last day of the course will include breakout sessions for financial and clinical topics. These sessions will include intensive analysis of many practice management and EMR data tables. Day 3 Finance/Operations Breakout: Enhanced RVU reports, medical vs dental First Pass Denial Rate Days in AR Analysis Claims creation statistics and more! Day 3 - Wednesday, September 18, 2013 Break out sessions for Financial reporting and Clinical reporting Day 3 Clinical Breakout: Best practices for Cancer Screening reporting Using the UDS reports for Provider Report cards More details to come! Please provide your suggestions! The class format is interactive. Time will be made to address all questions and discussions! Detailed Dashboard Review Apply your new skills to making your dashboards work for your site. Page 2 BridgeIT for eclinicalworks

3 Version 9.7 BridgeIT Toolbox and Upgrade process Last year the BridgeIT Version 9 Toolbox was released and installed at selected sites. There have been substantial improvements in the Version 9 Toolbox since the initial release. Version 9.7 has been through a thorough testing process and makeover. If you have not seen Version 9 you will be pleased with the new Drill Across functions in Data Sources, enhanced Find options, new Activity Log for security monitoring and a variety of new features. UPGRADE REQUIRED: You will need to upgrade to the new V9.7 BridgeIT Toolbox this summer before coming to Denver. Your BridgeIT Administrator and Toolbox updates are included in your BridgeIT Solutions maintenance contract. The new data mapping and project library installation will be available for BridgeIT Version 9 sites only. There will be a small charge to cover the data mapping and project library installation time. Plan to do your upgrade during July an d August. Minimal downtime will be required. V9.7 orientation training is recommend for those converting from the Version 8 Toolbox. We are confident you will like the new features available in this version. Version 9.7 Toolbox has powerful features. Data to Dashboards We have added several new dashboards to the Project Library. Your office most likely has business rules that are slightly different than your peers. We will spend time reviewing and applying your business rules to the new dashboards. The Financial Dashboard includes YTD numbers for the current year and same period from the prior year. Charges, Payments and averages are included. The Operations Dashboard covers workflow items, checked out visits vs items still in limbo, notes that are not locked, created claims, copays that need to be applied and other items that will help you keep a pulse on the operational management of your site. The Clinical and EMR Alerts dashboards can be used to monitor the adherence to quality of care of standards. Implemented standards from BPHC, NCQA and PCMH. The achievements of an organization are the results of the combined effort of each individual.. Vince Lombardi Best Practices for Data Collection Developing canned reporting content that works for every eclinical- Works implementation is a daunting task. We have developed reports that handle a variety of data collection processes but we cannot handle all of the permutations and combinations of data entry. Paper data collection processes need structure During the three days of training we will emphasize the need for structure and consistency in data entry. We will discuss vitals, labs, OB flowsheets, structured dates and other best practices. We know you cannot control all of the data that flows into your EMR and practice management system but we can help you wrangle the bad data monster with best practice recommendations and data monitoring projects. The BridgeIT Project Wizard and Project Level Alerts are the tools to get a handle on bad data. BridgeIT for eclinicalworks Page 3

4 New Data Tables and Field Mappings There are always new ideas coming our way. We strive to make your data access comprehensive and easy. Below is a sample of the new tables and fields: New Data Tables: Appointment Templates Community Data Mappings Case Insurances Improved Exam tables emessenger New Data Fields and Joins: ecw fields added (detailed list to be distributed with V9 Upgrade) 500 new data fields Last Appt, Next Appt in patient table Claim ID in EMR tables, Assessments, Clinical Billing Data 100 new Project Wizard relationships to help you join tables with a single click. There are a dozen new projects for dashboards and individual project analysis. All projects now have project level documentation. New Data Tables and Fields in this release Professional and Peer Instructors Over the three days of the training seminar some topics will be presented by your peers. They will share how they worked through their reporting challenges and affected positive change within their organization. Your professional instructors, Misty and Stephanie will provide you with hands on exercises and implementation tips. If you have a specific topic that you feel would be useful, please us or call with your suggestion. misty@heckmanconsulting.com Call: The mind is not a vessel to be filled, but a fire to be ignited. ~Plutarch Bring your laptop to connect to your office Internet connectivity to your BridgeIT Toolbox at your office is required for this class. It is recommended that you test your remote connection before coming to Denver. We will have technical support available during the class. Free laptop usage available reserve yours now! If you do not have a laptop available we can provide one at no additional charge. We have 10 laptops available for use. These laptops will be reserved on a first come first served basis. If you are reserving a rental laptop please come prepared with your remote connection information and any software required to connect. If your remote connection is via a VPN or a vendor specific connection please have your remote software on a USB drive or a URL where it can be downloaded. Please arrive by 8AM on Monday to configure your laptop before class starts at 8:30AM MST. Page 4 BridgeIT for eclinicalworks

5 September 16-18, 2013 BridgeIT Hands on Training - Denver, CO Registration: $1250 for three full days of training, lunch, snacks, course material and computer rental (if needed) included. Classroom Location: 9233 Park Meadows Drive, Lone Tree, CO Classroom Website: The classroom facility area is located approximately 30 miles from the Denver International Airport (DIA). There are many restaurants in the area with shopping and entertainment options within walking distance. There is no need to rent a car. Airport Transportation included: Transportation from and returning to DIA for those arriving on September 15th and leaving on September 18th. This service is provided by Denver Airport Shuttle and Limo. Call and give your flight details Knowledge to Katie. Development Center - Indy Hotels: Several hotels are located within walking distance of the training facility: 8275 Allison Point Trail, Suite 120 Internet access is available from the classroom workstations. You will be able to check your and keep in contact with your office. Element by Westin (303) Park Meadows Drive, Lone Tree, CO $159.00/night average.5 miles to the training facility Complimentary Shuttle to anywhere within 5 miles from 7am to 10pm Complimentary Breakfast Complimentary appetizers, beer, wine and soda in the lounge from 5:30pm-7pm Monday-Thursday Free Wi-Fi Extended Stay America Park Meadows (303) S. Yosemite St., Lone Tree, CO $71.99-$76.99/night.1 miles to the training facility Studio rooms including kitchenette Grab n Go Breakfast Free Wi-Fi Please join us for a valuable and fun learning experience! Do NOT make travel arrangements until you have received written confirmation of your registration. Classes that do not meet a minimum attendance level may be cancelled. Registration deadline: Friday - August 31, 2013 Cancellation Policy: Registration canceled within 30 days of class will be refunded at 100%. Cancellations up to 15 days before the event will be refunded less a $200 handling charge. Substitutions of attendees can be made at no charge. No refund if canceled within 7 days of the event. TIME ZONE NOTE! All times are MST. Class will start each day by 8:30 AM MST. 3 Days of intensive BridgeIT training, lunch and networking time with your peers $1, BridgeIT for eclinicalworks Page 5

6 BridgeIT training class information! Register online heckmanconsulting.com Heckman Consulting Group LLC 6327 Seminole Drive Indianapolis, IN Phone: Fax: Class size is limited, register online at: Please copy and submit one registration page per person. FAX completed form to or scan and to Name: Company: Address: City/State/Zip: Telephone: FAX: Check or PO#: Please check the Breakout Session and Laptop need: 3 days of training $1,250 Finance/Ops I need a laptop Clinical I am bringing a laptop REMINDER Registration deadline Friday, August 31, 2013 YOU WILL BE ED CONFIRMATION OF YOUR REGISTRATION ONCE THE MINIMUM NUMBER OF ATTENDEES IS ACHIEVED.