The Doctor FBI Series II Credentials File Search May 25, 2016 MSPs

Donna Lynne © 2016 All Rights Reserved 2

Connecting Industry Operations with Technology © 2016 All Rights Reserved 3

OBJECTIVES Consider strategic options to manage credential files. List the 14 quick tips in credentials file management, Describe why document management is a competency measurement for MSPs. © 2016 All Rights Reserved 4

PREPARE YOURSELF © 2016 All Rights Reserved 5

MSP Core Competency Measures CAREER Power PERSONAL Effectiveness SKILL Efficiency Core: ~Credentialing Management ~Privileging Management ~Practitioner Competence Mgmt. {privileging, FPPE, OPPE} ~Compliance Management ~Enrollment Management ~Onboarding Management ~Office Management ~Document Management ~Acquisition Management ~Technology Management ~Relationship Management ~Development Management © 2016 All Rights Reserved 6

Last Training Session © 2016 All Rights Reserved 7

Document Management © 2016 All Rights Reserved 8 Core Project MSP Competency 6 Key Functions –Storage-Reproduce –Indexing-Distribution/Document Control –Retrieval-Security

Document Management © 2016 All Rights Reserved 9 Benefits –Paper & Digital format Paper File –Products available Label –Products available

Document Management © 2016 All Rights Reserved 10 Indexes –Products available Storage Options

Strategic Options © 2016 All Rights Reserved 11 Document Management – Paper –Plain = 100% Variance Free –Color Medical Staff Advanced Practice Professionals Allied Health Professionals A-Z

Strategic Options © 2016 All Rights Reserved 12 Document Management – Paper –Color Department Specialty Category Birth Year Year/Month of Appointment or Reappointment –Other?

Strategic Options © 2016 All Rights Reserved 13 Document Management – Digital –Standardization Document descriptions Document placement/priority –Integration Share documents with other programs/people Updates/modifications shared by many

Strategic Options © 2016 All Rights Reserved 14 Document Management – Digital –Storage Save paper/space –Versioning Current and historical documents –Security Allow only authorized users to view certain documents

Barriers To Going Digital © 2016 All Rights Reserved 15 From the field… –“I feel more comfortable when I’m in control of my paper files.” –“It costs to much to change.” –“I don’t know where to start!”

Barriers To Going Digital © 2016 All Rights Reserved 16 From the field… –“I don’t know how to develop a plan.” –“My software doesn’t do that.” –“Honestly, I’m afraid of all of this technology.” Things are changing so fast.”

Document Management Tips © 2016 All Rights Reserved 17

Document Management Tips Paper & Digital –Start simple A filing system is easy to build upon and modify as needed © 2016 All Rights Reserved 18

Document Management Tips Paper & Digital –Think strategically before making a selection on products and a system Organize files around ease in retrievability © 2016 All Rights Reserved 19

Document Management Tips Paper & Digital –Have a plan What documents do you need to file and save currently © 2016 All Rights Reserved 20

Document Management Tips Paper & Digital –Follow a consistent method of naming your files –Make scanning and importing documents easy for everyone –Maintain consistency © 2016 All Rights Reserved 21

Document Management Tips Paper & Digital –File related documents together –Examples: Application/required documents Practitioner correspondence Verifications © 2016 All Rights Reserved 22

Document Management Tips Digital –Link document descriptions to data Create a “road map” that points specific document types to specific data types –Example: I want to scan the NY license and not the MA license © 2016 All Rights Reserved 23

Document Management Tips Paper & Digital –Don’t create files with categories that are too specific. Start with fewer, broader categories –Grouping Examples: Licensure certificates Education/training certificates Health history information © 2016 All Rights Reserved 24

Document Management Tips Paper –Avoid overfilling a credentials file Create file #... © 2016 All Rights Reserved 25

Document Management Tips Digital –Keep it current Scan or import documents on a current, regular basis Insure that the stored document is in sync with the current data © 2016 All Rights Reserved 26

Document Management Tips Paper –Make filing a habit © 2016 All Rights Reserved 27

Document Management Tips Digital –Scan paper documents into digital format © 2016 All Rights Reserved 28

Document Management Tips Digital –Know what digital formats you can work with.pdf.jpg.bmp.tif © 2016 All Rights Reserved 29

Document Management Tips Paper & Digital –Develop a document management (credentials file) policy and procedure Product Content What to keep/discard/archive What is confidential Security access © 2016 All Rights Reserved 30

Document Management Tips Paper & Digital –Be a record management ninja! © 2016 All Rights Reserved 31

Document Management © 2016 All Rights Reserved 32

MSP Core Competency Measures CAREER Power PERSONAL Effectiveness SKILL Efficiency Core: ~Credentialing Management ~Privileging Management ~Practitioner Competence Mgmt. {privileging, FPPE, OPPE} ~Compliance Management ~Enrollment Management ~Onboarding Management ~Office Management ~Document Management ~Acquisition Management ~Technology Management ~Relationship Management ~Development Management © 2016 All Rights Reserved 33

© 2016 All Rights Reserved 34

Document Management © 2016 All Rights Reserved 35

POWER THOUGHT © 2016 All Rights Reserved 36

Doctor FBI Series II “What The Experts Say” © 2016 All Rights Reserved 37 Tuesday, June 21st Noon – 1:00 p.m. Central Time Zone

DONNA GOESTENKORS, CPMSM Team Med Global Consulting, LLC Telephone: (618) Web Site: Speaker Contact Information © 2016 All Rights Reserved 38

LYNNE O’CONNOR, CPCS, CPMSM IntelliSoft Group, LLC Cambron Credentials, LLC (IntelliCVO) Telephone: (888) Web Site: Connect with Me: Speaker Contact Information © 2016 All Rights Reserved 39

Credits Research & Development –Team Med Global Consulting field experience –Interviews: Medical Staff Services Professionals Presentation Design ▫ Matthew Stallard, Consultant ▫ © 2016 All Rights Reserved 40

Credentialing Tool © 2016 All Rights Reserved 41

Features Include: Frequently asked questions by MSPs Sample job descriptions, systematic assessment tools, planning techniques, and strategies for effective performance Real-life stories to illustrate specific points Order your copy and receive a discount from: OR Or, order directly from Amazon for listed price Career Development Resource © 2016 All Rights Reserved 42

THANK YOU… © 2016 All Rights Reserved 44