Disclaimer This webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some laws.

Transcription

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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 Ever Wondered Why Your NextGen Reports Don t Match? October 24, 2018

5 Gaining Efficiencies using NextGen Itentive Add-Ons & Tools

6 Introduction Tom Siko Business Development Manager Joseph Schulz Director of Product Solutions

7 Gaining Efficiencies Using NextGen Itentive Add-Ons & Tools

8 Agenda ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager Who is Itentive You will gain an understanding of How the product works How they can increase efficiency at your practice

9 ChartGuard A Simple Easy-to-Use & Cost Effective Downtime Solution ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

10 What is ChartGuard? Simply: A business continuity solution that ensures the availability of your patient charts during EHR downtime

11 Nightly Deliverables Daily Appointment Listing each location Patient Data Sheet Module Data Allergies Immunizations Labs Medications Problems Vitals (KBM template) Documents

12 Let s Take a Look

13 ChartGuard OnDemand Chart Generation In The Moment ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

14 What is ChartGuard OnDemand? A software product that enables you to selectively choose chart generation for a single patient or range of patients in the moment Based on the concept of ChartGuard it has an interactive user interface to select the desired patient(s) and to control the depth of history Uses Giving patient s their history Sharing Histories with co-managing providers Providing patient charts for outside audit requests Giving providers their patients clinical info when they leave the practice or group OnDemand

15 Let s Take a Look OnDemand

16 RefundManager Streamlining NextGen Healthcare Refunds & Credits ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

17 Effectively and Efficiently Manage your Credit Balances Solution for streamlining and automating the processing of credit balances on patient accounts Apply credits to other encounters Print refund checks Integration with many popular accounting systems Provides cross-practice financial views and transactions for organizations with multiple practices set up in NextGen

18 RefundManager Modules Credit Scout Batch Detective Importer Identifies and converts credit balances into refund transactions. Ability to redistribute patient credit balances to encounters where money is owed. Ability to task credit balances to the worklog manager in NextGen. Option to consolidate multiple refund checks into a single refund check Automates check generation by exporting refund transactions to the accounting software. Automated encounter note added in NextGen. Automates the process of payment posting back in NextGen. Updates patients chart with check information including check amount, check date, and check number Billing Accounting Data Entry

19 Let s Take a Look

20 UnappliedTool Efficiently and Effectively Manage Your Unapplied Balances ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

21 Let the UnappliedTool Do the Work Works at the Encounter level and Account level Select from many combinations of rules Move or task those unapplied balances so they can be applied or refunded Goes beyond the exact match application of money built into NextGen Lets you pick specific amounts and push line items into a credit balance so they can be refunded

22 Let s Take a Look

23 BillingManager Efficiently Create Multiple Encounters for a Single Patient Visit ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

24 Reduce Time For practices that create several encounters for a single patient visit Do all of this work from a single screen

25 Let s Take a Look

26 5 Add-on Products That Enable You to Increase Efficiencies and Effectiveness ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

27 About Us

28 Company Background Founded in years experience with NextGen Over 40 Employees Coast to Coast 350+ Clients using NextGen NextGen Strategic Partner We live NextGen Everyday

29 Integrated Solution Model What We Do Consulting, Compliance & Optimization Clinical Workflow / Revenue Cycle Consulting Customization Productivity Products and Enhancements Hosting & IT Managed Services Support NextGen Partner and Authorized Reseller

30 Next Steps Tom Siko Business Development Manager Joe Schulz Director Product Solutions ChartGuard ChartGuard OnDemand RefundManager UnappliedTool BillingManager

31 Questions Tom Siko Business Development Manager Joseph Schulz Director, Information Solutions

32 Thank You

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