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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
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2015 Office Practicum User Conference Now what do we do??? The Trainers are gone...
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2015 Office Practicum User Conference THE KEYS TO SUCCESS ❖ Plan ❖ Execute ❖ Revise ❖ Customize
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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
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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?
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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
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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
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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
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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
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2015 Office Practicum User Conference Let’s Discuss
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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!
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2015 Office Practicum User Conference ❖ Plan ❖ Execute ❖ Revise ❖ Customize
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2015 Office Practicum User Conference Questions?
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2015 Office Practicum User Conference We want your feedback!
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