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2 Disclaimer This webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some laws. This should not be used as legal advice. Itentive recognizes that there is not a one size fits all solution for the ideas expressed in this webinar; we invite you to follow up directly with us for more personalized information as it pertains to your specific practice and issues. Thank you, and enjoy the webinar.

3 About Us Our passion is to provide solutions for our healthcare provider partners which help them improve patient care, enhance the patient experience and maintain a financially healthy practice. Since 2003 we have specialized in NextGen Healthcare services including: Consulting Hosting Customization And productivity tools such as ChartGuard and RefundManager

4 Upcoming Webinars Meaningful Use Attestation Wednesday, February 1, 2017 Today s Electronic Data Interchange So Much More than Claims Wednesday, March 15, 2017 Also, keep your eyes peeled for any other webinar invites dependent on future regulatory changes

5 Features of NextGen KBM & 5.8 UD3 What are you waiting for?

6 Introductions Lindsey Lanning Healthcare Compliance Consultant Cindi Kincade Vice President, Consulting Solutions

7 Features of NextGen KBM & 5.8 UD3 What are you waiting for?

8 Today s Webinar 5.8 UD3 PM EHR NextGen Patient Portal KBM Upgrade Process

9 General Release On October 28, 2016 NextGen announced that the NextGen Ambulatory EHR and NextGen Practice Management (NextGen EHR/PM) version 5.8 UD3 was in general release (GR). On November 6, 2016 NextGen also announced that KBM was now available in General Release.

10 NextGen Advantages to Upgrading Enhanced Patient Engagement, Integrated Care Guidelines Streamlined Workflow for an Improved Patient Experience New specialties, enhancements, improved MyPlan with KBM Better product development process

11 5.8 UD3 PM

12 Practice Management Toolbar Added buttons to the PM Toolbar for an easier pathway to: NextPen NextPen Print BBP NextGen Clearinghouse Also added to Tasks menu Toolbar single sign on for the NextGen Clearinghouse

13 Patient Information Bar A New Patient Information Bar has been added. It is configurable and can provide key financial, demographic, and encounter/appointment information in an easy to see location streamlining users work flow. This allows user to easily access: Appointments Insurance Patient balance Recalls Eligibility Tasks

14 Access to Care Guidelines Appointment Scheduling has been updated to include a patient s Clinical Care Guidelines

15 Optical Character Recognition Add/update demographics from a scanned driver s license, or patient insurance information from a scanned insurance card Imported information that differs from current information will be highlighted in yellow Consideration when using: OCR will be in all upper-case

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17 Recall Plan The Recall feature in PM has seen several updates in an effort to improve usability. New features include: Allowing users to edit existing recall plans, place multiple patients on a recall plan, and track recall plan stop reasons A new field that shows the last performance date Push pin notification icon on the appointment screen to indicate an active recall plan Updated recall plan alert to show name and due date of recall A brand new alert for expired patients on an active recall plan

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19 New features include: Enterprise worklog Saving search criteria Added filters on the General tab New user preferences Worklog

20 Enhanced Forms PM now utilizes a new form builder that allows users greater formatting options such as: Copy and paste Use of various fonts View or insert This allows users to: Create custom fee tickets Archive an actual copy of the form/letter Capture electronic signatures Set-up and print groups of forms View an image of letters that have been sent to the patient

21 Enhanced Form

22 Credit Card Processing Integrated credit card processing functionality allows for greater security and more options when collecting payment. New features include: Token ID to store patient credit cards Print credit card receipts Collect signatures via E-pad Process credit card payments for encounters in bad debt status

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24 Statements To ensure collections efficiency new options have been added to the practice preferences that include: The ability to apply dunning messages based on statement counter Multipage statements without the header and footer showing on every page

25 Real-time Transaction Server With the help of a new interface, RTS eligibility requests and responses will see some enhancements allowing users to: Verify eligibility for payers that have not been added to the patient chart Submit eligibility transactions for multiple payers in real time View claim status responses directly from the patient s chart The need to manually add every payer during set-up has also been eliminated

26 Electronic Remittance Advice (ERA) The system can now create an EOB for manual payments that users can view that utilizes the same functionality available for ERA payments that are manually added, and manually posted insurance payments This also provides practices access to a complete EOB after posting payments that did not post in the ERA process, as well as manually posted insurance payments that can be used to review discrepancies and also to send with paper nonprimary claims

27 NDC Codes New features now allow users to search and assign the correct NDC code for entered charges more efficiently. Specifically users can: Sort columns in the NDC library Add NDC codes in the Charge Entry screen Which are then saved in the NDC library for future use Track changes made to the NDC code in the Charge Entry screen through New Significant Events and Advanced Audits

28 Add NDC Codes in Charge Entry

29 Unapplied Credits There is a new feature that automates the process of applying multiple encounter unapplied credits without having to navigate to each patient s chart This auto-applies co-pays in a batch mode

30 Reporting Some new reporting options are available with this upgrade including: A new information tab with the top 10 most utilized reports within NG PM that explains the report s purpose and provides examples Additional columns on the A/R Analysis report An enhanced Claim Production Status report to include relevant claim information to reduce the need to open up the encounter to view additional information

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32 New Info Button

33 Consolidated Services Claim This new feature allows for consolidating charges from all same-day patient encounters onto a single claim that is then submitted to the payer.

34 Other Misc. File Maintenance Payer Master Updates Track preference changes Patient merge exemption Restrict users from viewing patient information Automated process for small balance write-offs Search option Enhanced phone number search

35 5.8 UD3 EHR

36 Inbox Improvements Numerous features now allow for increased efficiency from the inbox: The user can now see the number of unopened tasks, PAQ items, and portal messages There are more options to hover over certain buttons and see more information such as lab results or appointment information View future appointments and wait time after checkin by hovering over Appointments badge The user can attach an HIE document (or a document not part of an encounter) to a task

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39 Patient Information Bar New enhancements added to the Patient Information Bar include: A new patient portal icon that replaces the NextMD icon which shows enrollment status and provides access to the portal management window A new lab results link to provide quicker access to lab/radiology test results A new appointments badge displays the number of future appointments that patient has and when the user hovers over this it shows the date, provider, and reason The ability to hover over contact and all badges to show full detail The ability to configure badge buttons

40 NextGen Care A number of improvements have been made to NextGen Care including the ability to: Import a patient cohort from an Excel spreadsheet Add patients to cohorts on the fly in EHR Add an alert to the chart of every patient in a cohort Send patient education to an entire cohort Print the Care Guidelines gaps in care for a single patient or whole cohort

41 Enhanced Orders Functionality When processing orders, users can now: Send lab results directly to the NextGen Patient Portal through the Workflow Configure Required Orders Module Fields Track the lifecycle of an order Designate non-providers to view confidential lab results Users can also close the loop with greater ease because incoming results and consults can be matched with open orders for the current patient

42 Send Lab Results to NG Portal

43 Configure Required Order Fields

44 Enhanced Order Management Template Functionality On the Order Management template users can: Filter by lab and radiology test descriptions Filter by overdue orders Select an order and access the patient s chart directly

45 Enhanced Immunization Functionality Enhanced Immunization functionality includes: Reconciling a patient s immunization data to current registry data and existing immunization data Create custom names for vaccines that can be used for display and searches Generate a Vaccine Inventory Master File Report

46 Create Custom Vaccine Names

47 Medication Module In the Medication Module, users can now: Select customized denial reasons when responding to a prescription refill Cancel an e-prescription right from the EHR without a call to the pharmacy

48 Reporting There are quite a few new reporting features which include: Alternating shading of patient data Immunization summary report based on CDC Schedule Open telephone calls report Lab requisition crystal report Dual diagnosis coding sub report

49 Other Miscellaneous Features Telephone call component which allows users to customize default call types Change view categories which allows users (with permission) to change the category of items on the categories tab Telephone call component Change view categories

50 5.8 UD3 NextGen Patient Portal

51 NextGen Patient Portal New features include: Out of Office Delegates Lab results integrated Statements and payments Demographic Synchronization Manual CCDA Push to NG Patient Portal Enrollment Management Response Fields Status Icons

52 KBM

53 Behavioral Health New functionality includes: New templates for agencies to document services provided in a residential treatment center: Residential Services Visit Type Residential Administration template A Residential Bed Board practice template DSM-5 criteria met Brief Assessment template changes Shift Note template set

54 Cardiology New Cardiology functionality impacts: Procedure templates Updated for certification and interface standards American College of Cardiology Pinnacle Registry Registry data is available on a single template Appointment integration Doctor Visits, Labs and Procedure Order templates allows accessing scheduled appointments from NextGen Practice Management Workflow An updated Cardiology Procedure Summary section allows for the display of grid data in reverse chronological order A new filter allows provider names to be viewed in groups

55 Dermatology New features and a streamlined workflow dramatically enhance documentation for dermatology patients. Features include: Image-driven charting Cosmetic Injectable Template Biopsy Log

56 Cosmetic Injectable Template

57 Ophthalmology The following improvements are included in this release for Ophthalmology: Contact Lens Exam Can document all activities involved in fitting and dispensing contact lenses to patients Providers can review and document reason for visit, contact lens experience, history of prescriptions, current contact lens prescriptions for trial lenses and final lenses, and record patient instructions Post- Op Exam template modifications Closed loop order functionality

58 Contact Lens Evaluation

59 Pediatrics Several updates have been released for pediatric encounters including: Survey of Wellbeing of Young Children (SWYC) template updates Well Child Soap Growth Data Social Histories

60 Orthopedics Changes to the Orthopedic template set have been made to more accurately reflect an orthopedic patient encounter Specifically a complete re-design of the fracture/casting/strapping template has been released

61 Fracture/Casting/Strapping Template

62 Women s Health New features and enhancements related to Women s Health include: OBGYN Synopsis template Abnormal Pap HPI template OB Postpartum Visit template Parity Auto-Calculation Family Planning HPI

63 Parity Auto-Calculation With the update, the gravidity and parity will now auto-calculate based on your documentation. If the Parity numbers do not match the documented Pregnancy history, there will be a warning, numbers will be highlighted yellow, and the autocalculation will be disabled until this is reconciled. If the Gravidity and Parity is documented properly, you will see the auto-calculation correct.

64 Post-Partum Visit From the Post-Partum HPI, there are now expanded documentation options.

65 My Custom Plan Other MISC. Includes new features to reduce number of clicks such as ability to bypass orders module processing, new ask on order entry (AOE) functionality, an info icon next to AOE button, a defaulted billing type of patient if no insurance is attached to a chart Pre- Visit Planning Template Enables providers to gather medical history before an appointment Manage Follow-Up Plans Captures and maintains detailed records of patient follow-up plans by showing the required amount of contacts and documentation needed based on the type of follow up plan

66 Regulatory Enhancements

67 EHR Allow cancel and change erx messages to be sent Show patient s prescription fill information from pharmacies in EHR Allow two-way communication with state controlledmedication databases ( PDMPs ) Enable immunization forecasting (which vaccines are due ) from registries or external entities Allow corrected lab and diagnostic results to be sent to the patient portal Enable 2-factor authentication using biometric and hard tokens Allow (external) clinical decision support for radiology orders

68 KBM Better workflow for Referrals and Transitions of Care New templates/data points for Care Plans, Health Surveys, and Care Team (for CCDAs) Updated data points for cancer and public health registries Clarification (for ACI reporting) when staff orders lab, radiology and medications New/updated clinical quality measures (CQMs) not yet released from CMS (for Quality reporting) Clinical Decision Support adding references for order sets Ability to mark Patient Education items sent electronically

69 Upgrade Process

70 An Upgrade Affects all Users Set Up Team File Maintenance, System Practice Templates, etc. will need to be configured Providers and Clinical Staff - Need to determine and understand the changes that will impact their workflow Management- Training of the new features and enhancements will be necessary for clinical users Front Office Staff - Need to determine and understand the changes that will impact check-in and billing

71 How to Upgrade to 5.8 UD3 Open a Case with the following information: Category: Product Maintenance Topic: Upgrade Sub-Topic: Core Description: 5.8 UD3 Upgrade Once this is completed an account manager will contact you A core upgrade includes ancillary products such as Rosetta

72 How to Upgrade to KBM Open a Case with the following information: Category: Product Maintenance Topic: Upgrade Sub-Topic: KBM Description: Upgrade Once this is completed an account manager will contact you A Single case for the whole process fro KBM and 5.8 UD3 No longer have to open up multiple cases for the same upgrade Same technical resource for both upgrades prod and test

73 Uncertain Where Your Practice Stands? Let Itentive help: By assessing your current readiness Providing recommendations Implementation of new processes and procedures

74 Next Steps Visit us Itentive.com Sign-up for our informative webinars and blog Consider our 3-day, fixed price on-site consultations: Clinical Workflow Revenue Cycle and Front Office Technology and Performance Test Drive our Products

75 Questions Lindsey Lanning Healthcare Informatics Coordinator Cindi Kincade Vice President, Client Solutions

76 Thank you

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