2016 Ontario EMR User Conference

Transcription

1 2016 Ontario EMR User Conference Thursday May 12, 2016 Pre-Conference Training morning session 7:30 8:00 a.m. Pre-Conference Training Registration - morning session Make the most of your travel time and join us for extra training before the user conference officially opens. We are offering three courses this year Custom Forms, Encounter Assistants and Chronic Disease Management for $200 off the regular fee on Thursday, May 12 th at the Blue Mountain Resort in Blue Mountain Ontario. Space is limited, and registration will be on a first-come first-served basis. The courses will be offered twice, from 8 a.m. to noon and from 1 p.m. to 5 p.m. Please book your spot through the online registration tool. 8:00 a.m. 12:00 p.m. Designing Custom Forms Who should attend? Clinical office staff and health professionals who will be developing customized automated forms for the clinic. In this session you will learn how to recreate paper-based forms in the system that will automatically populate patient records with data from PS Suite EMR. You will learn how to create and design custom forms from scratch, and how to modify existing forms for clinic customization. Improving Care Consistency through Encounter Assistants Who should attend? Health professionals who would like to create customized automated notes and actions based on workflows for specific types of patient encounters. In this session you will learn how to unleash the true power of PS Suite EMR by creating completely automated encounter workflows. Encounter Assistants allow you to enter pre-written progress notes, prescribe, start a requisition form, send a message, print a handout and more, all with the click of a button! Chronic Disease Management Who should attend? Both health professionals and clinical office staff who would like to effectively manage patients with chronic diseases. Healthcare providers are uniquely positioned to not only deal with their patients current health problems, but to detect potential issues early and practice prevention. This session is designed to provide you with a further look at how to effectively use the various PS Suite EMR tools designed to aid in chronic disease management. You will learn how to track, manage, and analyze data for patients with specific diseases and conditions, using: methods for entering patient data into records optimally to ensure that appropriate prescription interaction warnings are given for patients with sensitive diseases and conditions techniques for producing meaningful reports for assessing disease and condition trends utilities available in PS Suite EMR to enhance disease/condition management, patient compliance and patient education. A strong emphasis will be placed on the theory that good data in = good data out! and on best practices for ensuring that quality data is entered.

2 12:00 1:00 p.m. Pre-Conference Training lunch Offered to those who register for the morning and the afternoon sessions. Pre-Conference Training afternoon session 12:30 1:00 p.m. Pre-Conference Training Registration - afternoon session 1:00 5:00 p.m. Designing Custom Forms Improving Care Consistency through Encounter Assistants Chronic Disease Management 6:00 8:00 p.m. Conference Registration 6:00 8:00 p.m. Cocktail Reception in Solution Fair All conference attendees are welcomed to join us for the evening social, meet with the TELUS Health team, your peers and colleagues while discovering the latest technology solutions and business advancements to optimize your clinic or office environment in the Solution Fair. Friday May 13, :15 8:00 a.m. Breakfast & Solution Fair 8:00 8:30 a.m. Welcome and Opening Remarks from Dr. Michael Guerriere 8:30 9:15 a.m. Extending EMR Beyond your Clinic TELUS Health is rapidly innovating to extend the capabilities of your EMR and better integrate it with the broader health ecosystem. These innovations enable better access, coordination of care, efficiency, and health outcomes. During this session we will review exciting solutions we are bringing to market this year and glimpse into what we are working on for the future. 9:15 10:00 a.m. New Product Features and Roadmap Update A high level view of the enhancements and improvements made to PS Suite EMR over the past year, and where we are focusing our energy in :00 10:20 a.m. Break in Solution Fair 10:20 11:30 a.m. Break-Out 1 Administration track Using PS Suite to Improve Efficiency and Communications within the Medical Administration Support Team Effective communication is a key component of any successful organization. In a fast-paced medical office, maintaining effective internal communication is sometimes difficult, but is imperative in maintaining efficiency. As we all know, making a referral to a specialist is a multi-step process that can take days, weeks, months and even years. Tracking these changes and staying on top of what s been done and what needs to be done is a labourious process. Fortunately for those of us using PS Suite EMR, there are features to help track these changes quickly, easily and constantly. Join Laurie Williams as she explores how Brock University, Student Health Services has improved the internal communication and efficiency of their referral process by incorporating the automated features in Pending Tests and Consults and by customizing the Dashboard to maintain an up-to-date to do list. This session is suited for audiences in an administrative role and will focus on the How To of the software.

3 Administration track Billing Efficiencies for Chronic Disease Caring for chronic disease patients presents many opportunities to claim billing management fees offered by the Ministry of Health. Join us as we highlight the functionality of your PS Suite EMR in maximizing these billing opportunities. We will work through the scenarios of billing for diabetes and INR management and provide you with tools to assist you in these billing workflows. This session is suited for audiences responsible for billling processes and will focus on the How To of the software. Perspectives on Clinical Office Workflow PS Suite EMR allows physicians and clinical office staff to find many efficiencies in their processes. Join our special guest who will describe the unique workflows that have been implemented to create a more efficient medical practice. focus on the Solutions of the software. More than Electronic paper: Empowering your Custom Forms This session is for those of you who have already taken our Custom Form training course and want to see how to unleash the power of the Custom Forms in PS Suite EMR. Join us to see how custom forms can extend your EMR to better meet your clinic s needs. Learn some simple tricks of the trade that will speed you through the creation of powerful and effective content for your clinic. See how to convert a lifeless PDF document into an interactive form, add buttons to your lab requisitions, make sections appear and disappear inside a custom form so that your notes stay clean and uncluttered. See how custom forms allow you to collect and create quality measurements for practice improvement and patient outcomes. This session is suited for audiences with a clinical support role in a GP or Specialists capacity and will focus on the Solutions of the software. Unlocking the Power of the PS Suite EMR Dashboard Who should attend? PS Suite EMR users that want to track daily tasks in one easy-to-view location. In this session you will learn to effectively manage messages (or tasks), referrals, unfinished notes and more using the PS Suite EMR dashboard. You will learn how to customize the dashboard to meet the needs of your role and workflows and learn best practices to ensure work can be easily tracked and managed in the dashboard. This session will also cover how to ensure that no work gets missed when certain staff members are away or on extended leave, using the coverage tool. Changing and Managing Appointment Schedules Who should attend? Administrative staff responsible for managing the appointment schedule. In this session you will learn the essentials for creating and editing provider schedules. You will discover how to quickly block time off using recurring text and colour and pre-set appointment templates, how to block certain time slots for specified appointment types, how to construct separate appointment schedules for supporting staff and resources, and how to link schedules. You will also learn how to set appointment rules and types so that only a certain number of appointment types can be booked in one day (e.g. restricting the number of physicals). Using Stamps to Improve Reminders Who should attend? Physicians and health professionals who would like to quickly view pertinent information about a specific type of patient right in the patient profile. Easy tracking of patient data and care is one of the major benefits of PS Suite EMR. In this session you will learn how to display crucial test results and test status right in the patient profile by using the combination of reminders with associated stamps.

4 The EMR Lounge Welcome to the EMR Lounge. An open computer area where you can try out the latest tips and tricks you have learned while at the conference, play with the latest software version or speak to one of our partners about their technology and how it all comes together to offer you the best for your clinic! One-on-One Meeting Throughout every breakout portion of the conference, you will have an opportunity to meet with a trainer or other staff member for one-on-one time. These time slots are limited to 20 minutes to accommodate as many people as possible. Private meetings are offered on a first-come, first-served basis and are limited to one session per client. Please be sure to include a short description of the nature of your meeting request when booking your appointment, so we can pair you up with appropriate staff. We will do our best to accommodate your requests; however, we cannot guarantee availability for everyone. 11:30 12:15 p.m. Plenary Join us as we share our thoughts on the latest health trends in the industry. 12:15 1:15 p.m. Lunch with Solution Fair 1:15 1:45 p.m. From EMR Use to Outcomes: Transformation to proactive primary care through EMR and population management Randy Gaebel, Director of Outcome Services, will demonstrate the use of the Outcomes Dashboard and the impact on quality improvement and proactive patient care. The Outcomes Dashboard is a data visualization tool embedded in PS Suite EMR that enables actionable insights to better manage patient populations. 1:45 2:55 p.m. Break-Out 2 Technology track PS Suite Infastructure Review Join the PS Suite EMR technical team for a high level review of how PS Suite EMR works within your infrastructure, how application updates work and more. This session is suited for audiences in a technical role and will focus on the Solutions of your infrastructure. Case Study: Using PS Suite EMR to streamline clinical decision-support in team-based management of diabetic patients Dr. Adam Stewart returns to illustrate how he and Central Hastings FHT have taken his powerful and efficient clinical forms to the next level by using PS Suite EMR custom form toolbars and improved Encounter Assistants. See how diabetes encounters can be managed in a fast, efficient and comprehensive manner without compromising patient care resulting in improved health outcomes. Learn how this approach makes effective and meaningful healthcare analytics possible without adding extra work to your clinical staff. New Product Feature Demonstration We have been hard at work adding new features and enhancements to PS Suite EMR. Join us to learn more about these enhancements and how to use them in your practice. You ll also get a sneak peek into features that are coming in future releases. This session is suited for audiences with an administrative or clinical role in a GP or Specialists capacity and will focus on the How To of the software. (This session is repeated on Saturday in Breakout 5)

5 2:55 3:10 p.m. Break 3:10 4:20 p.m. Break-Out 3 Patient Engagement Tools In this session Dr. Doug Kavanagh will describe the advanced PS Suite EMR and Ocean technology that he is using in his North Toronto community practice to increase efficiency and quality of care. Using tablets in the waiting room and online questionnaires, he will demonstrate efficient workflows for patient registration, consent, and history-taking. He will discuss tactics for goals common to all family physicians, including increasing preventive care screening rates, vaccine uptake, and patient satisfaction. He will also provide tips on handling common challenges such as outside use penalties, visit agenda setting, language barriers, and truant patients. focus on the Solutions of the software. Using Searches to Manage Population Reporting Who should attend? Clinical office staff and health professionals who create and/or assess detailed reports on specific patient populations, and/or those who would like to create reminders in patient records. Reporting on patient data and tracking patient care are important parts of operating a successful clinic. In this session you will learn how to create customized search reports for defined patient populations. Tracking and Managing Tests and Labs Who should attend? Clinical office staff and health professionals who would like to effectively track patients who have been sent for various tests and labs. In this session you will learn how to manage non-compliant patients using the pending tests tool, how to develop a search for outstanding tests, reports, and consults, and how to customize the Common Tests window. You will also learn how to manually enter lab results that do not come in electronically thus allowing for easier tracking and management. Unlocking the Power of the PS Suite EMR Dashboard Who should attend? PS Suite EMR users that want to track daily tasks in one easy-to-view location. In this session you will learn to effectively manage messages (or tasks), referrals, unfinished notes and more using the PS Suite EMR dashboard. You will learn how to customize the dashboard to meet the needs of your role and workflows and learn best practices to ensure work can be easily tracked and managed in the dashboard. This session will also cover how to ensure that no work gets missed when certain staff members are away or on extended leave, using the coverage tool. The EMR Lounge Welcome to the EMR Lounge. An open computer area where you can try out the latest tips and tricks you have learned while at the conference, play with the latest software version or speak to one of our partners about their technology and how it all comes together to offer you the best for your clinic! One-on-One Meeting Throughout every breakout portion of the conference, you will have an opportunity to meet with a trainer or other staff member for one-on-one time. These time slots are limited to 20 minutes to accommodate as many people as possible. Private meetings are offered on a first-come, first-served basis and are limited to one session per client. Please be sure to include a short description of the nature of your meeting request when booking your appointment, so we can pair you up with appropriate staff. We will do our best to accommodate your requests; however, we cannot guarantee availability for everyone.

6 Technology track Open IT Panel Join us for a Q&A session with members from our R&D, Client Services and Product Management teams; we will answer your questions about the architecture of the PS Suite EMR application and infrastructure. Send in your questions or ask them live. This session is intended for advanced users who support their PS Suite EMR system. This session is suited for audiences in either administrative or clinical role and will focus on the How To of the software. Administration track Client Experience Support Focus Group Join us for this interactive session where you will discover the exciting new Customer First initiatives implemented by our Client Experience (support) team. Attendees will also take part in a customer focus group, meant to gain an understanding of critical areas of opportunity that would drive customer satisfaction and improve the service provided by our customer support team. This session is suited for audiences in an administrative role and is designed to support a Focus Group discussion. Administration track Towards a Future Friendly Clinic A Look at Technology The transition to an efficient connected healthcare system starts with the primary care clinic it is an essential first stage in the transformation of the larger system. The Future Friendly Clinic is technology enabled, collaborative, accessible, and secure. Join us to learn more about the technologies that can help you provide the best in patient care. This session is suited for decision makers in a clinic and will focus on TELUS Solutions to help your clinic be more efficient. Increasing Efficiency for Entering Prescriptions and Treatments This session will take you through a review of prescribing medications from different levels of the First Data Bank drug database tree. You will learn how to become more proficient at creating complex prescriptions such as those requiring titration of treatment. Time saving tips will be explored though the use of prescription favourites and the avoidance of unnecessary interaction warnings by setting your individual system preferences appropriately. focus on the How To of the software. Changing and Managing Appointment Schedules Who should attend? Administrative staff responsible for managing the appointment schedule. In this session you will learn the essentials for creating and editing provider schedules. You will discover how to quickly block time off using recurring text and colour and pre-set appointment templates, how to block certain time slots for specified appointment types, how to construct separate appointment schedules for supporting staff and resources, and how to link schedules. You will also learn how to set appointment rules and types so that only a certain number of appointment types can be booked in one day (e.g. restricting the number of physicals). Using Stamps to Improve Reminders Who should attend? Physicians and health professionals who would like to quickly view pertinent information about a specific type of patient right in the patient profile. Easy tracking of patient data and care is one of the major benefits of PS Suite EMR. In this session you will learn how to display crucial test results and test status right in the patient profile by using the combination of reminders with associated stamps.

7 Using Searches to Manage Population Reporting Who should attend? Clinical office staff and health professionals who create and/or assess detailed reports on specific patient populations, and/or those who would like to create reminders in patient records. Reporting on patient data and tracking patient care are important parts of operating a successful clinic. In this session you will learn how to create customized search reports for defined patient populations. The EMR Lounge Welcome to the EMR Lounge. An open computer area where you can try out the latest tips and tricks you have learned while at the conference, play with the latest software version or speak to one of our partners about their technology and how it all comes together to offer you the best for your clinic! One-on-One Meeting Throughout every breakout portion of the conference, you will have an opportunity to meet with a trainer or other staff member for one-on-one time. These time slots are limited to 20 minutes to accommodate as many people as possible. Private meetings are offered on a first-come, first-served basis and are limited to one session per client. Please be sure to include a short description of the nature of your meeting request when booking your appointment, so we can pair you up with appropriate staff. We will do our best to accommodate your requests; however, we cannot guarantee availability for everyone. 4:20 5:00 p.m. Knowledge Exchange Our trainers and developers will be available to facilitate an exchange of information with your peers. As well as guiding the discussion, they can answer any questions about the PS Suite EMR, including administrative topics like billing, scheduling and general office best practices. 5:00 p.m. Wrap-Up Day 1 Free time to enjoy Blue Mountain 6:30 10:00 p.m. Appreciation Dinner Enjoy a fun-filled evening, included in the price of the conference registration. Enjoy a sit-down dinner with your peers, a bonfire, some music and more. Dress in sport-casual clothing since we are planning a group evening activity. If you re travelling with a companion, extra dinner tickets ($100 each) are available for purchase with your online registration.

8 Saturday May 14, :15 8:00 a.m. Breakfast & Solution Fair 8:00 8:15 a.m. Welcome to day two 8:15 8:45 a.m. Open Mic with Leadership Team Have a question you would like to ask our management? Join the conversation in a question and answer period with the leadership team. 8:45 9:45 a.m. A Panel Discussion, Optimizing your Clinic With funding being over and penetration levels at over 80% what should we expecting in the future? Hear from a panel of your peers what they think is coming and how to make the most of a mature EMR environment. 9:45 10:05 a.m. Break 10:05 11:15 a.m. Break-Out 4 Administration track Product Management Admin Focus Group Come and discuss future functionality and how features should work with the product management team and your colleagues. This session will be covering several topics, including the Roster Capitation Report and its potential processing in PS Suite EMR, Out of Office indicator, and a few other features that we are looking to put into PS Suite EMR that will benefit from your feedback and clarifications. Administration track Best Practices and Billing Reconciliation Most physicians are busy taking care of patients and running their own businesses. As business owners, you want to ensure that you and your billing staff are doing everything they can to capture the maximum income you are owed. This session outlines best practices for following up errors and your Accounts Receivables so that you are paid what you are owed and stresses the importance of business owners being in touch with the financial aspects of their business. This session is suited for audiences responsible for billing processes and will focus on error corrections, maximizing the Reconciliation Summary, inquiries when to do them, and the Accounts Receivable Report. Advancing and Leveraging the Investment Value of EMRs (ALIVE) and Quality Based Improvements in Care (QBIC): How EMR data can transform care The Centre for Family Medicine (CFFM) is an interdisciplinary family health team located in Kitchener Ontario providing care to over 24,000 patients and has demonstrated leadership at the provincial and national level for primary care. The CFFM ehealth Centre of Excellence (ece), established in 2014, was founded on a vision of creating a collaborative space to share knowledge, develop best practices and to enable technology to support improved clinical care. The ece team provides support to clinicians wishing to integrate electronic tools into their practice. Join the discussion in optimizing primary care s use of electronic medical records (EMRs) to support improvements in our health care system and achieving positive health outcomes at the patient, practice and population levels. TELUS EMR Mobile Deep Dive Learn about the TELUS EMR mobile product roadmap from the TELUS EMR Mobile product management team.

9 11:15 a.m. 12:25 p.m. Break-Out 5 Tracking and Managing Tests and Labs Who should attend? Clinical office staff and health professionals who would like to effectively track patients who have been sent for various tests and labs. In this session you will learn how to manage non-compliant patients using the pending tests tool. You will learn how to develop a search for outstanding tests, reports, and consults, and how to customize the Common Tests window. You will also learn how to manually enter lab results that do not come in electronically thus allowing for easier tracking and management. Unlocking the Power of the PS Suite EMR Dashboard Who should attend? PS Suite EMR users that want to track daily tasks in one easy-to-view location. In this session you will learn to effectively manage messages (or tasks), referrals, unfinished notes and more using the PS Suite EMR dashboard. You will learn how to customize the dashboard to meet the needs of your role and workflows and learn best practices to ensure work can be easily tracked and managed in the dashboard. This session will also cover how to ensure that no work gets missed when certain staff members are away or on extended leave, using the coverage tool. Changing and Managing Appointment Schedules Who should attend? Administrative staff responsible for managing the appointment schedule. In this session you will learn the essentials for creating and editing provider schedules. You will discover how to quickly block time off using recurring text and colour and pre-set appointment templates, how to block certain time slots for specified appointment types, how to construct separate appointment schedules for supporting staff and resources, and how to link schedules. You will also learn how to set appointment rules and types so that only a certain number of appointment types can be booked in one day (e.g. restricting the number of physicals). The EMR Lounge Welcome to the EMR Lounge. An open computer area where you can try out the latest tips and tricks you have learned while at the conference, play with the latest software version or speak to one of our partners about their technology and how it all comes together to offer you the best for your clinic! One-on-One Meeting Throughout every breakout portion of the conference, you will have an opportunity to meet with a trainer or other staff member for one-on-one time. These time slots are limited to 20 minutes to accommodate as many people as possible. Private meetings are offered on a first-come, first-served basis and are limited to one session per client. Please be sure to include a short description of the nature of your meeting request when booking your appointment, so we can pair you up with appropriate staff. We will do our best to accommodate your requests; however, we cannot guarantee availability for everyone. New Product Feature Demonstration We have been hard at work adding new features and enhancements to PS Suite EMR. Join us to learn more about these enhancements and how to use them in your practice. You ll also get a sneak peek into features that are coming in future releases. This session is suited for audiences with an administrative or clinical role in a GP or Specialists capacity and will focus on the How To of the software. (This session is repeated on Friday in Breakout 3)

10 PS Suite EMR Integration with BORN Ontario BORN is Ontario s pregnancy, birth and childhood registry and network. Its main objective is to make a positive and lasting contribution to the health of mothers, newborns, children and the citizens of Ontario through collecting, interpreting, sharing and rigorously protecting critical data about each birth in the province. PS Suite EMR is currently engaged in a pilot project for integration with BORN that is aimed at facilitating streamlined collection and secure upload of development-tracking data of children under 6 years of age, captured through electronic copies of Rourke Baby Record (RBR), and Nipissing District Developmental Screen (NDDS) forms. Join us in this session to learn more about the project and the new tools implemented in PS Suite EMR to assist in enhancing users experience using these forms and facilitate participating in this exciting initiative. focus on the Solutions of the software. Extend your EMR: Utilizing PS Suite EMR s configurable content to enhance your clinic s efficiency Spend some time with John Swekla, our Senior Health Business Consultant and Dr. Adam Stewart from Central Hastings FHT to learn how you can use the power of PS Suite EMR s configurable content to focus on your patient s needs and improve your office productivity. John and Adam will show you how to fine-tune PS Suite EMR to better match the way your clinic works using readily available tools and resources. See how you can integrate the patient chart with third party vendors such as CognisantMD and Welch-Allyn. You don t have to settle for one-size-fits-all solutions, nor do you need to scrap everything and start over to get more from your EMR. focus on the Solutions of the software. Using PS Suite EMR to Increase Access to Meaningful Data Join Meghan Peters, who works with 9 FHTs in Northeastern Ontario, as she walks you through understanding how to pull, manage and analyze data critical to quality improvements. Through this session, she will guide you in recognizing the importance of team-based standardized data and methods of obtaining systematic changes. Maximizing EMR functionality not only improves clinical workflow and data management, but also helps to sustain change. Explore quality improvement initiatives related to the EMR that other FHTs have implemented in the key areas of QIP, MOH Program Reporting, and AFHTOs Data to Decisions. focus on the Solutions of the software. Using Stamps to Improve Reminders Who should attend? Physicians and health professionals who would like to quickly view pertinent information about a specific type of patient right in the patient profile. Easy tracking of patient data and care is one of the major benefits of PS Suite EMR. In this session you will learn how to display crucial test results and test status right in the patient profile by using the combination of reminders with associated stamps.

11 12:30 p.m. Conference close Lunch boxes to go Using Searches to Manage Population Reporting Who should attend? Clinical office staff and health professionals who create and/or assess detailed reports on specific patient populations, and/or those who would like to create reminders in patient records. Reporting on patient data and tracking patient care are important parts of operating a successful clinic. In this session you will learn how to create customized search reports for defined patient populations. Tracking and Managing Tests and Labs Who should attend? Clinical office staff and health professionals who would like to effectively track patients who have been sent for various tests and labs. In this session you will learn how to manage non-compliant patients using the pending tests tool. You will learn how to develop a search for outstanding tests, reports, and consults, and how to customize the Common Tests window. You will also learn how to manually enter lab results that do not come in electronically thus allowing for easier tracking and management. The EMR Lounge Welcome to the EMR Lounge. An open computer area where you can try out the latest tips and tricks you have learned while at the conference, play with the latest software version or speak to one of our partners about their technology and how it all comes together to offer you the best for your clinic! One-on-One Meeting Throughout every breakout portion of the conference, you will have an opportunity to meet with a trainer or other staff member for one-on-one time. These time slots are limited to 20 minutes to accommodate as many people as possible. Private meetings are offered on a first-come, first-served basis and are limited to one session per client. Please be sure to include a short description of the nature of your meeting request when booking your appointment, so we can pair you up with appropriate staff. We will do our best to accommodate your requests; however, we cannot guarantee availability for everyone. telushealth.com