WELCOME Ground Rules: -Presentation should take 40 minutes -Please submit your questions via chat. We may address some quick questions as we go through the presentation but most will be answered at the end. Presented by: Eric Hoeft Paul Newkirk Preparing for EHR Implementation A Technology and Process Assessment

- What you should take away - The presenters - About EasyIT - EHR quick overview - Makeup of an IT Assessment - Current Information Technology (IT) Infrastructure - Current software tools and systems - Current processes - Forms and reports - How to make EHR decisions for your business Agenda:

What Should You Take Away Have an understanding of the value of an outside IT assessment Have an understanding of the value of having a trusted partner involved in pre-EHR selection along with ongoing post-implementation support. Have a more informed and systematic approach in mind for evaluating your practice for a move to an EHR system.

Presenters Eric Hoeft -25 years of IT experience -President/Founder of EasyIT for 12+ years and in charge of it’s management consulting practice. -Experienced in IT Assessments, pre-HIPAA audit assessments, strategic planning, disaster recovery planning, etc.

Presenters Paul Newkirk -Senior Project Manager and Program Manager at EasyIT -20 years of IT experience -Formerly with UMC Partners (Affiliated with OSU Medical Center), an EHR software company, where he managed product implementations -Has managed some very large EHR implementations for major medical centers across the US (specifically for major transplant centers)

Vendor Overview -- EasyIT Premier IT services firm, focused on meeting IT needs of small to mid-size businesses. Replacing the pain and frustration of technology with productive solutions, helping clients make better informed decisions around IT. Services include: Outsourcing/Managed Services Programs Strategic IT Management Network/Infrastructure Support Application Development/Data Integration OSMA Preferred Partner – special pricing for OSMA members.

Benefits/Features of an EHR Higher Level of Patient Care, Less Scribbled Rx, Retention Business Management Manage More Patients Internal efficiencies Possible Future Compliance with Government Mandates Maybe No Cost (Federal subsidies) Typical Features Web access Data management Backup and Recovery, HIPAA Search and Reporting Security Interface with other 3 rd parties and their systems

Options for Going to an EHR Trust an internal employee to drive the effort Make a decision based on another practice’s decision or selection process Read tons of stuff on the web and become an IT Expert Select a trusted partner experienced in IT, evaluate based on facts you can understand

What can go wrong? An EHR Implementation is very similar to many other types of package implementations - Statistically, over 50% of system implementations FAIL. If you select the package based on a referral from another practice, you might be selecting a solution that works for them but not you. By selecting an EHR without doing proper planning, you may select an EHR that doesn’t work with the hardware in your current environment. You spend far more time on the implementation than you planned. This may cause unnecessary re-work, problems with adoption and increased costs.

Understanding EHR Costs Up FrontInstallation and Training Support and Licensing The full life cycle costs of an EHR implementation

Benefits of Working With an IT Partner Provides a process for making your EHR decision Provides you with an assessment of current systems and help determining EHR requirements Provides an experienced partner to go through the process Ask questions Get industry best practices Benefit of lessons learned Increase your chances for a successful/predictable short and long term results

An IT Assessment in Preparation for selecting an EHR system

Evaluating Your Business IT Infrastructure (e.g. PCs) Current Software Systems (e.g. billing, practice management system (PMS), financial, staff schedule) Current Processes Review (all things related to EHR) Current roles and responsibilities of staff Patient scheduling, staff scheduling, billing, reporting, filing

IT Infrastructure The technically “Exciting Stuff”: What Information Technology is in place now (PCs) Network (Internet Connection) Printers Scanners Servers Routers Remote Access Web Presence Backup

Current Software Systems Scheduling Billing Finance (taxes, etc.) Payroll Records Management Reporting Research (studies, etc.)

Current Process Review Forms Compliance, government reporting, etc Letters Standard formats and legal language (e.g. Privacy Disclaimer) Process (From admit to discharge) Roles and responsibilities Customizations Security HIPAA Processes Keeping Track of Data Managing Access Training and Monitoring

Forms Detail Standard Forms Study or Research Forms Count (Affects Cost) How Many How Many Can Be Automated

Create Detailed Requirements Important to know precisely what you want when talking with vendors The more detail the fewer surprises Measurable Business Objectives Cost of system Cost of training Cost of support Timeline Resource expectations ROI Roles and Ownership Defined

Report on Results A current state assessment IT overview report Process overview report A clear decision framework Objective ROI Measures Clear Business Requirements (What you want out of an EHR can be given to vendors) An evaluation checklist for objective comparison of vendors/solutions Roadmap for moving forward on an EHR Getting through vendor selection Working through installation and process change Long-term support

Next Steps Research Possible Vendors Solicit Bids Negotiate with Confidence Move to EHR with Minimized Fear of Disruption in Service Increase your control over the outcome/success

Making A Decision Use your process and decision framework for your business Have a timeline and a budget for the decision, implementation and ongoing support Use your trusted IT partner to help evaluate proposals and possibly to help manage the selection process. What should weigh into your decision: ROI Access Efficiency Backup HIPAA Costs Security Resources

Technology Deciders Interface Hosted systems with a web interface PC client interface Tablet PC options 3 rd party integration features Patient interface features Security features

Recap Outside IT Assessment EHR selection and implementation is a complex undertaking with strong impacts on your practice. An IT Assessment will help you make more informed decisions. A Trusted IT Partner Having an experienced IT partner reduces your risk and greatly increases your odds of success and reducing future support costs. An Informed Approach An IT Assessment -- A more informed and systematic approach for evaluating your practice for a move to an EHR system.

EHR Standards of Excellence Vendors Allscripts Aprima e-MDs Greenway InteGreat/MED3000 NextGen Sage Sequel Systems

Questions and Answers ?

Contact Information For additional information, contact: Kurt Hoeft, Vice President of Sales Office: , x201 Cell: Thank you!