Transcript Beyond Go Live For Office Managers! (GEN

2015 User Conference
Beyond Go Live For Office Managers! (GEN - 173)
April 24, 2015
Presented by:
Lisa Kramer, Office Manager, Meadowbrook Pediatrics
Susan M. Hannon, OP Training Specialist
General Workshop
The Trainers are gone...
Now what do we do???
2015 Office Practicum User Conference
THE KEYS TO SUCCESS
❖Plan
❖Execute
❖Revise
❖Customize
2015 Office Practicum User Conference
PLAN, PREPARE & PLAN SOME MORE
Training Prior to Go Live
●Beyond the skills, it helps staff
become invested in the process
Plan for chart migration
● What can the staff do and what must
a provider do?
Build planning time into the
schedule for the prep-work
● Consider adding temporary staff
such as college students
Customize your templates
2015 Office Practicum User Conference
EXECUTE
➢ What can staff do and what must a provider do?
○ Problem Lists, Medications List, Allergies and Patient Hx
➢ What is the chart migration plan?
○ Who? What? Where? When? and How?
➢ OP is an integrated system. We need all hands
on deck.
○ Copays collected, insurance validated, contacts entered
with relationship
➢ Do I have the staff to implement this plan?
2015 Office Practicum User Conference
EXECUTE
FRONT DESK.
CLINICAL.
Collect copays
Validate insurance
Input contacts
Confirm appointments
Documentation - surveys,
risk assessments &
development questions
Tasks
Vaccines
PROVIDERS.
BILLING.
Template customization
New Visit workflow -
Establish a new workflow
Use block & substituted,
billing templated
Use messaging, tasks &
claims notes
Documentation, Order, Tasks
Coding
2015 Office Practicum User Conference
EXECUTE
COMMON OBSTACLES
● Changing the office culture
● Motivating staff to be vested in the
success
● Identifying staffing needs - strengths
& weaknesses
● Coding for a Provider & how it
impacts billing
● Establishing a game plan for
implementation
2015 Office Practicum User Conference
REVISE
✎ Remember: implementing OP is a new way of
thinking, so what do we do?
✎ Rethink your workflow, for both office staff and
patients.
✎ Play to your strengths and shore up the
weaknesses.
✎ Culture, Teamwork and Workflow:
not just business terms
✎ Make changes, re-evaluate
and adjust
2015 Office Practicum User Conference
CUSTOMIZE
OP is your ALLY
➔ Well trained staff can execute
➔ Schedule templates layout your game plan
➔ Customize your templates to your workflow
➔Coding Strategies
◆ How can we assist the Provider to pick the codes
we get paid for?
➔Favorites - Dx codes, Medications, Pharmacies
➔Patient Portal - surveys completed before the visit
➔Care Plans to monitor and for recalls
2015 Office Practicum User Conference
Let’s
Discuss
2015 Office Practicum User Conference
Words of Wisdom
★ Implementing an EHR is a long-term plan, not a short-term
solution.
★ Embrace the change OP brings to your office. Your
workflow will continue to evolve so be an active participant
in the change.
★ Master one area and move to the next. Things that aren’t
critical can wait.
★ Don’t get overwhelmed. It does get easier!
2015 Office Practicum User Conference
❖Plan
❖Execute
❖Revise
❖Customize
2015 Office Practicum User Conference
Questions?
2015 Office Practicum User Conference
We want your feedback!
2015 Office Practicum User Conference