OCHIN Practice Services Training & Optimization Services for eClinicalWorks

1. 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. IT Assessment Existing eCW Installations • Evaluate on site server configuration • Increase eCW performance • Evaluate back up configuration Provide Recommendations &/or make changes

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

27. Contact Information Sales Laurie Coleman 503.943.2554 OCHIN Practice Services • 877.263.6780 • Support@ochin.org Ingrid Bongers • 877.263.6781 • bongersi@ochin.org 707 SW Washington Street Suite 1200 • Portland OR 97205 • Phone 503.943.2500 • Fax: 503.943.2501 Email: info@ochin.org • www.ochin.org