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

2. 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

3. 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

4. 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

5. 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

6. 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

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

8. 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

9. 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

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

11. 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

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

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

14. 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

15. 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

16. 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

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

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

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

20. 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

21. Optimization Billing Statements Accounts Management
Collections (in house)

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

23. 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

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

25. 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

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

27. OCHIN Practice Services
Contact Information
Sales
Laurie Coleman
OCHIN Practice Services
Ingrid Bongers
707 SW Washington Street Suite 1200 • Portland OR • Phone • Fax: •