2015 User Conference Beyond Go Live For Office Managers! (GEN - 173) April 24, 2015 Presented by: Lisa Kramer, Office Manager, Meadowbrook Pediatrics Susan M. Hannon, OP Training Specialist General Workshop

2015 Office Practicum User Conference Now what do we do??? The Trainers are gone...

2015 Office Practicum User Conference THE KEYS TO SUCCESS ❖ Plan ❖ Execute ❖ Revise ❖ Customize

2015 Office Practicum User Conference PLAN, PREPARE & PLAN SOME MORE Training Prior to Go Live ●Beyond the skills, it helps staff become invested in the process Plan for chart migration ●What can the staff do and what must a provider do? Build planning time into the schedule for the prep-work ●Consider adding temporary staff such as college students Customize your templates

2015 Office Practicum User Conference EXECUTE ➢ What can staff do and what must a provider do? ○Problem Lists, Medications List, Allergies and Patient Hx ➢ What is the chart migration plan? ○ Who? What? Where? When? and How? ➢ OP is an integrated system. We need all hands on deck. ○ Copays collected, insurance validated, contacts entered with relationship ➢ Do I have the staff to implement this plan?

2015 Office Practicum User Conference EXECUTE FRONT DESK. Collect copays Validate insurance Input contacts Confirm appointments CLINICAL. Documentation - surveys, risk assessments & development questions Tasks Vaccines PROVIDERS. Template customization New Visit workflow - Documentation, Order, Tasks Coding BILLING. Establish a new workflow Use block & substituted, billing templated Use messaging, tasks & claims notes

2015 Office Practicum User Conference EXECUTE COMMON OBSTACLES ● Changing the office culture ● Motivating staff to be vested in the success ● Identifying staffing needs - strengths & weaknesses ● Coding for a Provider & how it impacts billing ● Establishing a game plan for implementation

2015 Office Practicum User Conference REVISE ✎ Remember: implementing OP is a new way of thinking, so what do we do? ✎ Rethink your workflow, for both office staff and patients. ✎ Play to your strengths and shore up the weaknesses. ✎ Culture, Teamwork and Workflow: not just business terms ✎ Make changes, re-evaluate and adjust

2015 Office Practicum User Conference CUSTOMIZE OP is your ALLY ➔ Well trained staff can execute ➔ Schedule templates layout your game plan ➔ Customize your templates to your workflow ➔ Coding Strategies ◆ How can we assist the Provider to pick the codes we get paid for? ➔ Favorites - Dx codes, Medications, Pharmacies ➔ Patient Portal - surveys completed before the visit ➔ Care Plans to monitor and for recalls

2015 Office Practicum User Conference Let’s Discuss

2015 Office Practicum User Conference Words of Wisdom ★ Implementing an EHR is a long-term plan, not a short-term solution. ★ Embrace the change OP brings to your office. Your workflow will continue to evolve so be an active participant in the change. ★ Master one area and move to the next. Things that aren’t critical can wait. ★ Don’t get overwhelmed. It does get easier!

2015 Office Practicum User Conference ❖ Plan ❖ Execute ❖ Revise ❖ Customize

2015 Office Practicum User Conference Questions?

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