Presenter(s): Marina Haro, Manager of Information Technology EYE-Q Vision Care. Topic Improving External Communications. Level Ancillary 100

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2 Presenter(s): Marina Haro, Manager of Information Technology EYE-Q Vision Care Topic Improving External Communications Level Ancillary 100

3 Safe Harbor Provisions/Legal Disclaimer This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements concerning future prospects, events, developments, the Company s future performance, management s expectations, intentions, estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole discretion. Future products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or superior technologies; the timing, cost and success or failure of new product and service introductions, development and product upgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components; competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general economic conditions; and the risk factors detailed from time to time in the Company s periodic reports and registration statements filed with the Securities and Exchange Commission.

4 NextGen Share Installation This presentation is NOT a step by step guide on How to Set Up NextGen Share! Please Contact NextGen, your NextGen reseller, or go to this webpage w?devicetype=full&portalpageid= &channelid= & for additional information.

5 NextGen Share Support Page

6 EYE-Q Vision Care Practice Profile Large Multi-Specialty Ophthalmology Practice in Central California with 3 locations and a privately-owned Ambulatory Surgical Center employing 16 providers and approximately 240 employees. NextGen Ancillary Products used in our practice: NextGen Share, Patient Portal, HQM, and NextPen Other Third Party software/interfaces related to ICD10, eligibility, lab and diagnostic interfacing, registries, patient education, patient communication and more Marina Haro, IT Manager mharo@eyeqvc.com 559/

7 I m YOU! A Manager A Leader A Team Member And an Every Day User Who Am I? Regardless of practice, specialty, title or position, we re all here to learn how to best utilize the tools given to us to provide the best quality of care to our patients.

8 NextGen Share

9 Huh?

10 The Road to Rainbows and Happy Endings

11 Instead

12 Can We All Work Together? Medical Summary Utility NextGen Share Rosetta Clinical Reconciliation Module

13 Outgoing NextGen Share Workflow Patient Chart Referral Template Medical Summary Utility NextGen Share NextGen Share History Bar/ Categories HISP to Provider HISP to Provider

14 DirectTrust.Org Members List

15 Medical Summary Utility Accessed from Utilities Menu Bar Able to select multiple encounter dates to export Document CQM responsible provider Option to export to file or submit utilizing NextGen Share

16 Referral Template Access from Assessment/Plan- Order Sets Encounter Based Information Add Attachments and Images from History Bar, not ICS Images (yet) Great! You ve attached your information now what? And where is it?

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18 NextGen Share Directory

19 Table For One Coming Right Up! NextGen Share Directory Getting Providers On Board Small Practice Resources Provider Search Features HISP Affiliation and Synchronization

20 Good To Know. Practice/Provider Settings Turn off Multi-Location listings if desired Set Default Provider for order notification rules at practice level Remove inactive or unwanted providers from directory view Access Spreadsheet to Import Multiple Providers

21 Don t Stress Out

22 Incoming NextGen Share Workflow Incoming Message Known Patient Unknown Patient Inbox Task Patient Chart PAQ (optional) Rosetta Holding Tank History Bar/ Categories Clinical Reconciliation Match/ Add Patient Reject or Decline Patient

23 The Unknown Patient Rosetta Monitoring the Holding Tank Identification of patient, provider, and practice Account setup from Rosetta Communication back to sender

24 Task Notification Inbox Task

25 Task Notification Setup 1. Log into File Maintenance 2. Select EHR System Master Files 3. Select Order Results Notification 4. Create a NEW notification and description 5. External System ID NextGen Share 6. Provider ID- Blank for all 7. Location- Blank for all 8. Add Notification Users Note: If using a work group, it will only bring over individual users.

26 PAQ Notification Setup Setup this optional notification through System Admin Settings. Provider Approval Queue Then select HIE Documents from the Setup Tab

27 Clinical Reconciliation Module

28 Clinical Reconciliation Module Access the module through the patient s EHR Chart From the toolbar, find the View tab Select Clinical Reconciliation The Clinical Reconciliation Module can also be accessed by selecting the reconcile button in allergies and medications.

29 Only Allergies, Medications, Problems and Procedures will Import through this module. Unfortunately, Family and Social History will not import.

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32 Collaborate and Educate

33 Didn t Work Targeting/Sending to local Optometrists Incoming notifications to PAQ Manually monitoring Rosetta Training Workshops Worked Focus on Routing to Primary Care Providers Notifications to groups Automating the Rosetta notification process and utilizing instead of tasking. Super User hands on training in clinic

34 Which tables does NextGen Share touch? hie_recipient inbound_referral_rcpt outbound_referral_rcpt intrf_ext_practice_xref external_practice intrf_practice intrf_provider_mstr provider_mstr sys_info preference_list practice_misc What tables are used to store our providers direct addresses? Are these viewable or editable on the front end? hie_recipient outbound_referral_rcpt inbound_referral_rcpt These tables are not viewable or editable in the File Maintenance. What tables contain the data for the My EHR lookup? Where would I load data locally about other favorite external providers that we want the My EHR search to return? hie_recipient outbound_referral_rcpt intrf_ext_practice_xref external_practice intrf_provider_mstr provider_mstr Technical Information

35 Steps to Success Contact Vendor to install NextGen Share Process to become Direct Trust Certified Install of NextGen Share into your Templates Discuss Workflow 1. Rosetta Monitoring 2. Notification PAQ vs. Inbox Tasking 3. Importing of CCD Information 4. Outgoing Processes Plan of Action Training and Education Reporting and Process Review

36 A little help from my friends

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38 Any Questions?

39 Session Survey Please take a moment to complete a brief survey regarding this session. 1. Open your ONE UGM Mobile App (please note: you must have already logged in and accepted the Terms of Use to access this feature) 2. Click the Navigation Button at the top left of the screen 3. Select Sessions 4. Search for and select this session 5. From the sessions details screen, select Survey at the bottom right of the screen 6. Remember to hit Save at the bottom of the survey once you have answered the questions