athenahealth UC14 Pre-Conference Classrooms Tuesday, April 29, 2014

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1 athenahealth UC14 Pre-Conference Classrooms Tuesday, April 29, 2014

2 1. Getting the Most Out of athenanet Reporting This course will focus on using reports to extract data needed by physicians and stakeholders in areas such as the state of the A/R, denial trends, progress toward Meaningful Use, portal adoption and staff productivity. It is designed to thoroughly train attendees on athenanet s reporting functionality, including Report Wizards (A/R Aging, Activity, Claim Note Report, Payment Mismatch Tracking), Report Library, Best Practice Reports, Report Builder, Collections AR Report, Fully Worked Receivables, Zero Pay Review, Pay for Performance Dashboard, Quality Management Reporting, Patient Communication Activity and Practice Performance Review (PPR)). This course is geared toward practice managers, leaders of revenue cycle management and physician managers responsible for monitoring and reporting data for a medical practice. This course is designed for clients using athenaone and athenacollector. Most of the curriculum centers on athenacollector-based reports, but some athenaclinicals reporting functionality will also be covered. Attendees will be well-positioned to design, build and run reports. They will understand the metrics that are accessible using reports already built in the Report Library, how to create ad hoc reports using one of athenanet s reporting wizards, and how to manually design / build reports using report builder.

3 2. Advanced athenaclinicals Configuration This course focuses on increasing practice efficiencies, improving workflows, and managing clinical configuration settings. Through training, small group discussion and breakout activities, this session is designed to cover all aspects of athenaclinicals administration and configuration, such as implementation admin settings, encounter layouts, advanced template editing, encounter plans, order type procedure template mapping, letter defaults, task assignment overrides (TAO s), and user-specific information. This course is geared toward practice managers and administrators who will update the athenaclinicals admin settings and work with providers to optimize provider productivity. Pre-requisite: completion of 100- and 200-level elearning courses for athenaclinicals and/or experience managing provider templates and athenaclinicals administration tables. Attendees will be well-positioned to maintain the admin tables, and build and implement clinical templates (unstructured and structured) at their practices. Additionally, clients will learn how to optimize their practice performance by implementing encounter plans, reviewing encounter layouts, creating of letters, understanding Task Assignment Overrides and using the tools provided in the coursework.

4 3. Physicians Tips and Tricks (athenaclinicals) This course will focus on solutions for physicians to improve accuracy and productivity. Attendees will learn how to use athenaclinicals accelerators to be more efficient with encounter documentation and smooth out practice workflows. In addition, providers will learn how to increase delegation opportunities within their practice. Topics covered will include foundations of athenaclinicals Configuration, Optimization, Encounter Plans and managing the Inbox. The training will also provide hands-on experience with user preferences, chart navigation, flowsheets, encounter layouts and encounter accelerators. Course collateral materials will include a list of tips and tricks and an overview of the end-of-day process. Providers (MD s, NP s, DO s, PA s and DPM s) with three months or more of athenanet experience, who are responsible for documenting in the Exam Stage, and for providers who wish to reinforce athenahealth best practices. Attendees will be well-positioned to go back to their office with new tools to assist in making the encounter more efficient.

5 4. Optimizing Communicator This course is designed to ensure practices take full advantage of athenacommunicator functionality. Attendees will learn how to drive patient messaging campaigns and patient portal adoption to increase revenue, decrease staff time spent on phone calls, deliver clinical information to patients and streamline patient workflow by taking advantage of the athenahealth Patient Portal. Specific topics will include: Enabling patients to check in online and fill out information prior to arrival at the office Patient outreach via the Patient Portal to reduce the call burden on clinical staff Best practices and creative strategies to ensure Patient Portal adoption Using campaigns to drive additional patient visits (flu shots, Medicare annual wellness, etc.) Eliminating barriers to Patient Portal adoption This course is geared toward practice managers and administrators leading athenacommunicator administration and adoption at their practice. Managers who attend this class will be able to develop Patient Portal adoption strategies and will gain insight into creating consistent messaging surrounding athenacommunicator offerings. Clients will be able to engage patients by providing them access to their health information and communication with their providers. Clients can see a reduction in no-show rates, increased schedule density, and increases in practice revenue and patient satisfaction.

6 5. Claim Worklist Design & Implementation This course will introduce practice leaders to the Claim Worklist framework, with particular emphasis on how to build out worklists in line with athenahealth best practices. It will cover an extensive overview of the worklist functionality, including back-end processing, administrative tasks and end user train-the-trainer. The course will also include a discussion on design principles related to building worklists for your practice, and a review of some successful strategies that have been employed by other athenahealth clients. The Claim Worklist framework, first introduced in a beta release in 2011, was designed to give practices more control over how they manage their Accounts Receivable. The framework has since undergone a series of impressive improvements worthy of consideration in recent releases, with more planned for Come learn how our some of our top-performing practices manage their book of business using this powerful tool to directly assign work within athenanet! The material is in line with other best practices, and will focus on designing worklists to push front-end holds to front-end staff, as well as strategies for migrating this work for practices still working front-end holds out of a back office setting. There is some pre-work required to ensure clients are best able to adapt the worklist framework. This course is geared toward practice managers and other revenue-cycle leaders involved in adopting the Claim Worklist framework. Front-end users will find limited value in this course, as it will focus on design, implementation, and management of work in the worklist framework. Attendees will be well positioned to design, build and implement Claim Worklists at their practices. Additionally, clients who have struggled with implementing worklists will be well-positioned to re-implement worklists using the tools and guidance contained in the coursework.

7 6. athenahealth for Executives This course is designed to introduce practice leaders to athenahealth s revenue cycle workflows (athenacollector) with particular emphasis on the co-sourcing model and athenahealth best practices. It will cover an extensive overview of revenue-related functionality, including co-sourcing, basic athenanet navigation, the workflow dashboard, claim lifecycle and movement, patient workflow, root cause analysis, accounts receivable hygiene, and reporting. It will provide a perspective on what metrics to look at to ensure your practice and each staff member is using athenacollector to its fullest potential. This is intended for executives and senior leaders who are not intimately familiar with athenacollector and who are not daily users of athenanet. Many participants are C- level leaders of practices new to athenahealth, or newly hired leaders who were not involved in the transition to athenahealth s service model. Benefits of Attending Attendees will be equipped to ask insightful questions, and glean usable data, while gaining additional insight into the service component of athenacollector.

Tuesday April 29, 2014

Tuesday April 29, 2014 Schedule Time Tuesday April 29, 2014 9:00 am 5:00 pm Pre-conference Classrooms (advance registration required) 12:00 pm 9:00 pm Registration 11:00 am 1:30 pm Tour of athenahealth in Watertown Group 1 (advance

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