Ingrid Bongers MT(ASCP) MBA eClinicalWorks Certified Trainer OCHIN Practice Services Training & Optimization Services for eClinicalWorks Ingrid Bongers MT(ASCP) MBA eClinicalWorks Certified Trainer

Training New Staff New Provider New Administrator Advanced training for staff Advanced training for providers Advanced training for Billing Reports training (eBO) Meaningful Use Projects

Training New Staff Saves office staff time by covering basic navigation in eCW so staff spends their time on workflow training Eliminates the dilution that comes from having new staff trained by those trained on the job Incorporates updates in the software that may have been overlooked by existing staff

Training New Provider Existing providers busy with patient load Existing providers are generally biased in how they do things (they have a pre-defined path of how they use the system) Clinical staff may not have the knowledge to help new providers

Training New Provider cont’d Incorporates current functionality in the system which may not be utilized by existing providers Create specialized work flows tailored to the new provider Evaluate and suggest features best suited to the new provider’s needs Assist in creating specialized templates

Training New Administrator Overview of the entire system Introduction of newer functionality that may not be in use in the practice (or available uninstalled upgrades) System Administration Super User training if applicable How to oversee staff and provider operations where things may fall through the cracks

Training Advanced Training for Staff Enhance internal resources by creating Super Users within the practice

Training Advanced Training for Providers Increase expertise in areas where they have interest Improve areas where they are struggling Implement new functionality or new services

Training Advanced Training for Billers Explain where information pulls from in billing set up How the system is designed to flow Enhanced billing functionality 5010 Special features Rules Engine Case Manager

Training Reports eBO eBO Viewer eBO as a replacement for APL Reports Canned Reports Customizing settings and reports Query Studio Reports Studio

Training Meaningful Use Set up and mapping of older databases How to implement ‘meaningful’ workflows Using the MAQ Dashboard Troubleshooting missed thresholds Staying ahead of the next stage

Training Projects Patient Centered Medical Home (PCMH) Accountable Care Organizations (ACO) Rural Health Clinic (RHC) set up

IT Assessment New eCW Installations Evaluate existing hardware Evaluate existing network Provide a document of devices and network requirements necessary for eCW go live

Existing eCW Installations IT Assessment Existing eCW Installations Evaluate on site server configuration Increase eCW performance Evaluate back up configuration Provide Recommendations &/or make changes

Existing eCW Installations IT Assessment Existing eCW Installations Evaluate practice network configuration Troubleshoot network connectivity issues (hosted) Internet bandwidth Internet connectivity issues Troubleshoot performance issues Wireless access point placement Competing wireless networks Provide recommendations and work with practice IT to resolve

Existing eCW Installations IT Assessment Existing eCW Installations Evaluate hardware set up Desk top and mobile device Scanners Identify issues Antivirus software Permissions Provide recommendations and work with practice IT to resolve

Optimization Shadowing Workflow analysis Written report Individual recommendations Practice wide recommendations Plan for implementation

Optimization Shadowing Front desk Provider and clinical staff Check in Copay collection Scheduling Provider and clinical staff Follow along as they see patients

Optimization Shadowing Lab & Diagnostic Imaging Test ordering Compendium management In house testing Results management Outstanding test management Authorizations Referrals & Authorizations Incoming Outgoing

Optimization Shadowing Meaningful Use Check Out Billing Documenting for the MAQ Dashboard Mapping Check Out Visit Summary Next appointment scheduling Billing Charges Claims submission Claims follow up

Optimization Billing Statements Accounts Management Collections (in house)

Optimization Workflow analysis Evaluation of why processes exist Does it do something significant Is it a slip back to a previous (more comfortable process)?

Optimization Written Report Individual observations and suggestion Quick, click saving suggestions, may be made during shadowing Practice wide observations and suggestions System wide processes Suggested changes Suggested priority of changes with rationale

Optimization Observations and suggestions Addressed with administration Not all process changes are workable within a given practice Alternatives discussed and evaluated

Optimization Plan for Implementing changes Desired changes prioritized by administration Determination is made for what kind of help is needed or wanted Time frames defined and changes are rolled out

EMR is a journey not a destination…. Optimization Are we there yet? EMR is a journey not a destination….

OCHIN Practice Services Contact Information Sales Laurie Coleman 503.943.2554 OCHIN Practice Services 877.263.6780 Support@ochin.org Ingrid Bongers 877.263.6781 bongersi@ochin.org 707 SW Washington Street Suite 1200 • Portland OR 97205 • Phone 503.943.2500 • Fax: 503.943.2501 Email: info@ochin.org • www.ochin.org