1. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013

2. Topic Level Presenter(s): Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Adding Value to Your Dental Practice with Chart Audits and Peer Reviews 200 Dr John Memmott - Consultant Michael Bourgeault – Account Executive Tracy Larsen – Project Manager

3. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Things our lawyers make us say... Neither QSI nor any presenter at the Users Group Meeting is engaged in rendering legal or other professional advice and this presentation is not a substitute for the advice of your attorney, accountant and/or other professional advisor.

4. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Session Guidelines Turn off all cell phones & pagers Questions will be entertained during the presentation Refrain from personal discussion and sidebars, everyone would like to hear your ideas and comments

5. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Types of Peer Review Resolution of patient complaint board of dentistry Journal article and research review publication peer review board Single blind, Double blind or Open Coaching, mentoring, constructive model of internal peer review

6. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 The traditional Peer Review Acceptable Not acceptable Published Not Published An all or nothing review

7. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013

8. Don’t get me wrong traditional peer review serves a critical function: Licensing dentistsTechnical Journals

9. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 A different look at Peer Review Coaching staff to enhance skill sets Review procedures, materials and practices Ensure a best practices approach to office flow Share ideas and insights Obtaining a sustainable competitive advantage for our practices

10. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Hope for luck!

11. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Put numbers to Your Peer Reviews

12. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Steps to Constructive Peer Review Assess Address Communicate Follow-up: with numbers

13. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 You can’t always be right…

14. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Areas of constructive Peer Reviews Dentist Chart audits, diagnosis and treatment plans Hygienist Perio maintenance, patient education and referral Dental assistant Digital images and radiographs, chart accuracy and clinical office flow Front Office Real time filters, treatment plans (next visit) Assess - Address - Communicate

15. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 A 500 lbs. gorilla

16. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Examples of Dentist Peer Reviews Chart audit review Digital image review Treatment planning and patient presentation review Dental materials review Process audit Outcome audit

17. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Audit Review

18. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Digital Image Review

19. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 1.Improve patient assessments to better plan a course of treatment 2.Understand what influences patient compliance 3.Educate patients in an organized and clear manner 4.Communicate the role of nutrition and how dental hygiene affects our general health Example of Hygiene Peer Reviews

20. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Improve patient assessments to better plan a course of treatment 1.Establish a disease prevention program 2.Designing a perio maintenance program 3.Evaluate the success of the program 4.Define referral criteria

21. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Standardize Perio Program Diagnosis Treatment options Outcome audits Patient education

22. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 1.Digital Images and x-rays 2.Chart Audit 3.Clinical Procedure flow Examples of Dental Assistant Peer Reviews

23. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 X-ray capture review Demographics Positioning Patient comfort and compliance Standardized procedures

24. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Standardized Chart Audits Planned Treatment Completed Treatment Treatment Plans

25. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Clinical Procedure flow Procedure Reviews Tray set-up Materials Ordering Sterilization

26. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Steps to Constructive Peer Review Assess Address Communicate Follow-up: with numbers

27. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 We need to document our performance. How do we do that?

28. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Measuring Outcomes An Intranet is a great internal tool that can be used for hosting online forms, collecting and reporting outcomes At QSIDental, we can help!

29. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Measuring Outcomes Using a CPS/EDR/QDW HMTL form in a patient’s chart is a good way to capture chart audits and have the data available by patient right in the chart! At QSIDental, we can help!

30. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Measuring Outcomes To aid in blind peer reviews and chart audits, you may elect to have a “dummy” account where all audit data is acquired At QSIDental, we can help!

31. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Billing Audits Filter to Today’s Treatment – Verify completed items prior to patient dismissal Provider Daily Summary Report – Providers review all of today’s services Billing can use to compare to encounter information. Chart Approvals Providers approve and lock chart entries User Access Reports Allow Administration to see who accessed what patient records

32. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Peer Review – Billing Audits Managing information using filters.

33. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Filter chart to display items completed today

34. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Charting Filters

35. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Approvals

36. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Approvals

37. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Approvals

38. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Approvals for entries made on behalf of the provider.

39. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Advanced Search options Display charts that need to be approved.

40. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Chart Approval

41. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Once approved the patient is removed from the list

42. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Once approved; items can only be modified by the approving provider.

43. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Reports

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45. User Access Report

46. Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not for public distribution. Copyright 2013 Any Questions?