Course List

Designed for Billing/Office Staff, Office Managers and Practice Administrators familiar with the primary functions of e-MDs Bill, this class will assist in managing Credits, using the Collections module, using the statements window, running accurate A/R Reports, Insurance Status Reports and Statements, and using the Notice Processor.

Designed for Providers, Clinicians, and Nurses. This class will show users how to efficiently keep track of all items ordered within a visit note such as any lab, radiology, procedures or even referrals and consults.  Users will learn how to handle these results quickly and easily without the need for paper.  This class will also cover how to generate follow-up items and letters easily as well as keeping track of patient’s being non-compliant or results getting “lost in the shuffle”.  

Designed for Office Managers and Office/Scheduling Staff who are familiar with Scheduling. This class teaches time-saving methods for scheduling multiple visits at once, scheduling multiple appointments for a single resource (Repeat Scheduling), scheduling an appointment contingent on another (Dependency Scheduling), and creating automated Wait Lists.  

Designed for Billing/Office Staff, Office Managers and Practice Administrators. Learn how to build invoices from the Visits tab and Daily Work List, copy invoices, data entry shortcuts, charge sets, splitting off charges manually and automatically, ICD linking tips and more. Also learn how automating functionality can increase profitability.

Billing/Office Staff, Office Managers and Practice Administrators advanced in their use of e-MDs Bill will learn to set up automatic discounts based on a sliding scale for those patients who qualify. Find out the system requirements which must be met in order for a discount to post properly. Also learn how to save time spent on collection efforts by setting reasonable means for patients who qualify on the sliding scale.

This course is designed for Billing/Office Staff, Office Managers and Practice Administrators. You will learn how to set up the system to automatically run and then send commonly used reports to staff.  You will also learn how to automate batch processes like printing statements and claims so they run after hours, as well as how to auto-assign tasks associated with these functions to staff members for follow up.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. Increase your understanding and use of practice management reports that measure productivity, profitability and financial adjustments. Receive guidelines on when to run specific reports, how to better understand the process of balancing and how to compare the e-MDs Bill patient accounts receivable data with your accounting systems.

Designed for Billing/Office Staff, Office Managers and Practice Administrators, this class reviews the most commonly used terms and abbreviations in AP/AR, Collections and electronic billing, and how they relate to the paperless environment.

Designed for Providers and Clinical Staff. Beginning with the TaskMan messages generated by the Interface (Unidentified Lab Codes, etc.), exploring what users need to know to link to their labs thru their interface and have them correctly populate the patient flow sheets.

This session will help clinicians to identify and create strategies that can facilitate a clinic’s ability to provide superior disease state care to their patients and community. Using diabetic care as the model, a multifaceted approach to management of the patient, the data, the process and the providers will be presented. As a “power user” of EHR systems in the outpatient setting, the presenter will share specific protocols, processes and endeavors both successful and still “on the drawing board."

Learning Objectives:

This session is geared toward existing OB Module users; however, all users are welcome and definitely encouraged to participate.  We will discuss exciting upcoming changes to this application and gather feedback to assist in refining the scope of these enhancements.  Acting as a round table discussion, part this time will be spent exchanging ideas between the product team and customers. 

Pediatric Providers will learn how to more proficiently document Immunizations, enter historic growth chart data and other pediatric documentation tips and tricks.  Also learn how to utilize helpful tools including the Immunization Bridge, Shortcuts, Rule Manager and Automation of Orders, and Diagnosis Specific Immunization Billing.

Designed for Surgical Providers. Learn specific tools and techniques for documenting consults, history & physical, post operative visits pre-post operative instructions, consents and informed consent documentation, and procedure documentation.

Designed for Providers, Clinicians and Nurses, this class will guide you in the use of time-saving, automated functions built into Solution Series which can increase your charting speed by minimizing the gathering of basic patient info on each visit. The class emphasizes tools that will allow the provider to focus more on the patient including customized Pre-Clicks and Shortcuts, utilizing Past Visits and Historical Templates.

This course is designed for Billing/Office Staff, Office Managers and Practice Administrators The session will be an interactive discussion regarding various and new Claims/EDI functionalities.  Participants will have the opportunity to share and network with other users regarding EDI claims difficulties and solutions.  We will discuss the top claim rejection reasons and provide solutions to reduce rejection rates.  Users will be provided time to discuss items on their “Wish List” for the software.     

Designed for Providers, Practice Managers, and Clinical Staff. Participate in this interactive discussion of e-MDs future roadmap for the clinical applications.  Representatives of e-MDs management will be available to answer questions.

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Designed for Providers, Clinicians and Nurses. Learn to create specialist consultation reports and letters; use forms/letters to create a professional letter and automate desired information from the chart note; using the fax monitor to queue and automate faxing letters daily.

Designed for Providers, Clinicians and Nurses, this class will guide you in the use of time-saving Template best practices, including the use of the Top 20 to begin the process, matching verbiage to provider patterns, ensuring that the templates have appropriate data elements to drive coding and quality management, removing unnecessary items, as well as identifying what you need and what you do not need.

Designed for Providers, Clinicians and Nurses. Learn to customize normal statements to match provider style or dictation, ensure frequently used abnormal findings are available, creating pre-clicked exams for new patients, using historical exams to ensure consistency of patient specific elements, and E/M coding extended attributes.

Designed for all staff. The class will show you how to create and use forms and letters that are commonly used in the practice.  Learn how to create these documents using fields from the database that work like mail-merge form letters allowing information from the database to populate into the document and then be saved into the patient’s chart, into preset categories within the patient’s DocMan.   Also learn how to import documents, scan existing forms into the patients, link forms to tasks to be performed such as a scheduled check-in task and save on printing and scanning forms.

Designed for Providers, Clinicians and Nurses. This class will guide you in using the Top 20 to begin the process, sequencing items to match current patterns, removing unnecessary items, using the template library components to expedite template customization, linking templates, and using extended attributes such as forced answers and E/M Coding Extended Attributes to drive workflow, data capture and coding.

Designed for Providers and Clinical Staff. Learn to customize patient education materials, using a customized template to document discussions and recommendations provided for patients.  Learn more about the patient education options offered in e-MDs. This session will cover patient recommendations, free text macros, Krames® Patient Education, and how to use Medical Art as a patient-facing tool to describe conditions for patients. Also learn how to generate patient education documents from Chart & Bill so you can provide it to patients in a manner which best suits your workflow.  Ensuring patient compliancy is key in this session.

Designed for Providers and Clinical Staff. Learn to customize labs and billing scenarios, radiology and other orders, frequently prescribed medications and patient recommendations, as well as how to ensure documentation of follow up appointments and testing.     

Designed for Providers, Clinicians and Nurses.  Solution Series ~ Your Way! Learn how to document procedures effectively so you can spend more “hands on” time with the patient.  Learn how to automate billing while documenting a procedure, procedure template components, matching templates to your unique style, and creating pre-clicks for frequently performed procedures.

This session will help users slice and dice data from their e-MDs to help inform clinical practice and practice management.  This course is highly recommended to those users interested in using numbers/data instead of hunches to make improvements in their practice.
Items to be covered include:

1. Examples of data-driven insights for practice using e-MDs.
2. Slicing and Dicing' with a spreadsheet.
3. Visualizing.
4. Pitfalls in using analytics in your practice.

Practice owners and administrators do not need reminding that operating a HIPAA-compliant practice is crucial—and becoming more difficult as the rules and penalties become tighter and more progressive. With the majority of HITECH Act changes now in effect, it is important to educate yourself and your staff by outlining details of exactly how to determine if HIPAA breach notification is necessary, improving your auditing and monitoring practices, and examining the major change to the Covered Entity (CE) and Business Associate (BA) relationship. .

Designed for Providers, Clinicians and Nurses. Learn to easily document complications associated with current problems, how to use “one click” access to specific diagnosis codes in the assessment, and document the differential diagnosis.

Designed for Providers, Practice Managers, and Clinical Staff. Learn how DocMan (and TaskMan) category customization can help you access documents more quickly and affect key processes such as order tracking and management.  The session will also cover faxing in/faxing out, the electronic filing cabinet (Reference Documents), and security.

Designed for Providers, Clinical/Billing Staff, Office Managers and Practice Administrators. This class demonstrates how to fully utilize DocMan; the powerful paper-eliminating tool found within Solution Series. Attendees are offered an in-depth understanding of the paper conversion process, what happens to papers received via fax, how to send them (and other documents) to others for signature or review, as well as how your paper charts convert to electronic format.

Designed for Providers, Clinical/Billing Staff, Office Managers and Practice Administrators. See firsthand how this robust transcription and voice recognition software integrates seamlessly with your e-MDs Solution Series modules. Attendees will learn the ins-and-outs of working with Text & Graphic, Step-by-Step, Macro Recorder and Advanced Scripting Commands in Dragon Medical v10.1. Learn how to streamline repetitive tasks by automating dictation through the use of Custom Commands or Macros, and review the four types of custom commands available in Dragon and what tasks they can be used for.

Designed for Billing/Office Staff, Office Managers and Practice Administrators familiar with the primary functions of e-MDs Bill. Become proficient in the use of EDI tools and services.

Designed for Billing/Office Staff, Office Managers and Practice Administrators familiar with the primary functions of e-MDs Bill. This session will assist in determining who denied payments, understanding response files, defining the common causes of denied claims, and taking proactive steps to decrease denials.  While practices understand the importance of claims and revenue cycle management, many do not have efficient processes in place to minimize errors and ensure that they are staying on top of things. An efficient process improves cash flow, will significantly reduce the physician practice’s administrative costs, helps detect problems earlier, is easier to manage, and is easier to measure to ensure that processes are being adhered to or improved upon. Including time consuming administrative efforts like investigating and appealing claims that health insurers have denied and will help the physician practice retain applicable interest revenue. More importantly having an efficient claims management process will alleviate the negative effect on physician-patient relationships that delayed or inappropriate health insurer payments can cause.  Learn some tips in taking an active approach to the claims management revenue cycle.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. Learn time-saving and proficient posting methods. Understand the use of FIFO and LIFO automatic payment postings, hot keys for creating, editing, navigating and saving throughout the invoice and payment screens. Learn additional processes to increase efficiency and productivity in your billing department.

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Electronic Health Records are more than “the note” and have become the new reality in healthcare.  While financial incentives and penalties are often the impetus for healthcare IT adoption, concerns about upfront costs and disruption to the office workflow remain the most common reasons for hesitance in EHR integration.  This session will help you to identify specific features and functionalities of EHR systems, and what criteria will best suit your specific practice needs.  It will also examine planning, implementation, workflow, and legal aspects of the EHR.

Learning Objectives:

1. Assess your specific practice needs to formulate a plan for EHR integration.

2. Summarize questions physicians should ask their vendor before implementing electronic medical records in order to comply with meaningful use criteria.

Designed for Physicians, coding professionals and billing staff, this discussion will review basic and advanced principles of E&M coding. Attendees will get updates on case-law and auditor trends (emphasis on those pertaining to EHR usage), and discuss the nuances of E&M code generation as performed by the e-MDs coding engine. Upon completion of this session attendees will have a working understanding of how to optimize the e-MDs electronic health record so that it supports accurate and fair E&M coding levels, from the standpoint of a clinician as well as an auditor. This session will be presented by Michael Stearns, MD, CPC, CFPC™, President and CEO of e-MDs. Dr. Stearns is a Certified Professional Coder and Certified Family Practice Coder,  who lectures nationally on topics related to EHRs and coding.

Designed for Providers, Clinical/Billing Staff, Office Managers and Practice Administrators, this class will assist attendees in fully utilizing the communication, cost and time-saving advantages offered by Patient Portal. Attendees will understand the benefits, including reduced patient calls, reduced paper costs, and the improved patient experience associated with a clinic that embraces a portal strategy. Attendees will also see the advantages of allowing patients to choose their own appointments, and how easily communication options can be customized to the preferences of your Provider or clinic.  

The benefits of e-prescribing have been well documented, including by the Institute of Medicine (IOM), to reduce medical errors and increase efficiency.  In addition, the Medicare bonus incentives provided for physicians in the economic stimulus package identify e-prescribing as one of the required functional criteria by which providers demonstrate “meaningful use” of EHRs in their practices. However, despite the benefits of e-prescribing, adoption has been slow.  It has been estimated that only 24% of all office-based physicians, nurse practitioners, and physician assistants in the US were actively e-prescribing at the end of 2009.  This session will clarify the “e-prescribing mystique” and address barriers to e-prescribing adoption, with emphasis on the work flow, processes, and benefits.

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Designed for Office Staff, Office Managers and Practice Administrator. This class will teach you how to use the filters as a tool for identifying accounts with overdue balances, how to streamline payment posting and reduce errors, and identify invoices that need attention, whether due from patient or insurance.  It will also show how to use these filters when talking with a guarantor about their account.   

Designed for all Clinic Staff. Gain a better understanding of the benefits of fax manager, the fax monitor, and the most common reasons and fixes for failed faxes..

Designed for Billing/Office Staff, Office Managers and Practice Administrators, this session will cover the new posting close out and reversal functionality being released in version 6.31.  You will learn how you can lock down financial periods when closing a period, how to make changes without affecting a closed period’s financial integrity, reporting and auditing.

Designed for Billing/Office Staff, Office Managers and Practice Administrators familiar with the primary functions of e-MDs Bill. This session is designed to assist your staff with cutting costs and valuable time. Accelerate your reimbursement time with filing secondary insurance claims electronically. Understand the benefits of utilizing group codes and reason codes. Learn how to incorporate contracts to automate some of the payment posting process.

Designed to assist Providers and Clinical Staff in utilizing Solution Series tools supporting High Alert medication management, including Flow sheets and Reminder systems for follow up. Learn how to establish a work flow process using Rule Manager Medication Rules and other tools to ensure patients come in as scheduled, tracks no-shows, and enable an easy review of results to assist with patient communications.

This session is designed to assist Providers and Clinical Staff in utilizing Solution Series Tools supporting High Alert medication management, including Flow sheets and Reminder systems for follow up. Learn how to establish a work flow process using Rule Manager Medication Rules and other tools that ensures patients come in as scheduled, tracks no-shows, enables easy review of results and help with patient communications.

Designed for Providers and Clinical Staff.  Learn to create and use quick picks, write prescriptions using customized plan templates, using pre-clicked plans and write refills for patients more proficiently.

Designed to equip Clinical and Billing Staff members manipulate workflow scenarios in non ideal circumstances.  Attendees will be provided a variety of scenarios, along with solutions, to better troubleshoot areas of uncertainty within their practice. This session will be ideal for clinics with unique visits, non-standard facilities and varied patient needs. Learn to use the key functions of Solution Series in a fashion more customized to your practice.  Also learn how to recognize Optimization opportunities, and how to seamlessly incorporate the principles into your workflow.

Achieving “meaningful use” will be critical to healthcare providers and organizations to obtain incentives included in the American Recovery and Reinvestment Act of 2009 (ARRA).  Clinicians and administrators at all levels not only need to learn the meaningful use requirements, but also formulate a plan for achieving them.  This session will review the elements of meaningful use, and help in the process of formulating your plan for achievement.

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Designed for Providers and Clinical Staff. Learn to link labs to patient flowsheets using TaskMan and custom interfaces.

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Designed for Administrators, Billers and Check-In Staff. This session will cover the processes you can put in place to ensure you maximize collections at the front desk while reducing post-visit collections costs.  Learn how to use fee schedules and insurance setup to calculate copayments.  Learn the value of performing electronic eligibility checking to receive accurate benefit, patient responsibility and deductible status up front.  Learn to use the check-in module and alerts to make collecting outstanding balances and patient responsibility amounts standard procedure during the check in process.

Designed for Billing/Office Staff, Office Managers and Practice Administrators.  Learn the basics of claims filing and reporting as well how to handle claims that need a little extra work.  The session will cover the CPT/ICD claims report and claims wizards to create consistent claims filing processes.  Learn how to manage claims on hold, re-filing a claim, line item or corrected claim, and attach a narrative.

Designed for Providers, Practice Managers, and Clinical Staff. Learn to create a referral/authorization, access the referral/authorization module, use a referral/authorization, link/unlink referrals and authorizations, print, fax, view, document and communicate regarding referrals/authorizations.

Designed for entry level Billing/Office Staff, Office Managers and Practice Administrator.  Identify the important fields for billing, including facilities, using financial groups, provider types on a claim, referrals, code entry and lookup, and more.

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Designed for Billing/Office Staff, Office Managers and Practice Administrators, this class will broaden your knowledge and use of the Collections Module. Learn practical, revenue-enhancing skills such as creating and assigning criteria-specific invoice/task lists, implementing more thorough insurance AR follow up methods, and centralizing billing-related tasks to decrease payment collection times. Also learn now to automate collections tasking to assigned staff members.

Designed for all Members of the Office Staff and Clinical Staff. Go Green!  Learn the time-saving and workflow improving benefits of using TaskMan – the “glue” between all the other tools.  This session will cover setup, how you can build processes to eliminate paper messages between providers and nurses for all interoffice communications, patient messages, and refill requests by phone. In addition, learn to take a message and place it in the patient’s chart before sending it to the responsible party.  We will also review automated messages and alerts as well as communicating to patients who have Portal accounts.

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This session will aid Providers in understanding the current status of the Meaningful Use.  It will cover processes, requirements and qualifications for Meaningful Use to ensure that you have an understanding of what you need to do in order to receive incentive funds.

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This session will discuss the rapidly changing practice environment and the development of technology that will help make ease the transition of these changes.  Many tools are being introduced, and deciding what works best can be a daunting task.  How to evaluate new tools, make assessment of your practice needs, and how integration may be beneficial will be examined.  Illustration regarding when and how e-visits and patient portals are best utilized for improved patient care, examples of payment models, payer acceptance and medicolegal considerations for eVisits will be highlighted during this session.

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Designed for Billing/Office Staff, Clinical Staff, Office Managers and Practice Administrators, this class will assist attendees in fully utilizing the Notice Processor in generating additional revenue. Learn, hands-on, how this powerful tool can be used to merge fields for mass mailings of insurance appeals, collection letters, appointment recalls, overdue rules and more. Also learn how to create custom patient lists based on specific criteria and how to use those lists to increase collections.  Automating repetitive processes to improve workflow and patient touch using Rule Manager, TaskMan and Notice Processor will also be covered.

Designed for Billing Staff, Office Managers, and Practice Administrators. This session is designed to help you better understand the use of fee schedules, rules, and contracts to ensure you are being paid correctly. Learn how to build and use charge sets for your hospital charges.   You will walk away knowing what is covered during the global period and when a sick visit is justified.

Designed for Providers, Office Managers and Office/Scheduling Staff who are familiar with Scheduling. You will learn how to implement systematic documentation and follow-up processes for cancellations where there is no rescheduled appointment, tracking cancellations, and what to do if a patient misses a scheduled appointment.

Learn more about how you can use e-MDs to qualify as an NCQA Level III Medical Home as well as an introduction to what a PCMH is.

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With the ever changing technology landscape and the infinite information sources available at the “click of a mouse,” how can you help your patients make the most (or the least) of the information they uncover regarding their own healthcare and wellness?  As a healthcare provider in the internet age, it is critical to be able to identify appropriate resources for both your own needs, as well as patient education. This session will cover how to guide your patients and yourself to the most valuable resources for healthcare information, including patient portals, provider portals, e-visits, telemedicine, and resources at the Point of Care (POC).

Learning Objective:

1.Implement strategies to help patients identify quality health education materials

Designed for Providers, Clinical/Billing Staff, Office Managers and Practice Administrators. This class will assist attendees in fully utilizing the communication, cost and time-saving advantages offered by the Patient Portal. Attendees will understand the benefits, including reduced patient calls, reduced paper costs, and the improved patient experience associated with a clinic that embraces a portal strategy. Attendees will also see the advantages of allowing patients to choose their own appointments, and how easily communication options can be customized to the preferences of your Provider or clinic.  You will also learn how the portal can help you comply with Meaningful Use and Patient-Centered Medical Home requirements.

Billing/Office Staff, Office Managers and Practice Administrators will learn how to post pre-payments, create payment sources, scan EOBs and Checks, and understand other key elements of the posting process.

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Designed for Pediatric Billing/Office Staff, Office Managers and Practice Administrators. Learn to report on immunizations, growth chart data, overdue rules and clinical compliance reports. This session will also cover the beneficial and customizable Patient Education resources that can be provided to patients and their parents, helpful handouts for home use.

Designed for Pediatric Billing/Office Staff, Office Managers and Practice Administrators. Learn how to customize time grids to accommodate unique pediatric scenarios such as periodic camp/sports physicals, or having multiple patients in the same appointment.  We will also cover how to use copy functions to rapidly register newborns or multiple children at the same time when scheduling patients from the same family.

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This session will provide an overview of a new e-MDs service; Practice Optimization.  This service provides practices access to advanced training professionals who can take your practice to the next level by providing consulting services on best practices, coding, clinical optimization, and more.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. Learn how to set up personalized rules to run automatically on certain CPT codes, stop the co-pay from appearing on non E&M coded visits, what makes the ABN alert appear, and how to automate modifiers for claims to specific carriers.

Designed for all members of the Office Staff and Clinical Staff. Benefit from this comprehensive look at the pending transition to ICD-10 codes, what e-MDs is doing, and how it will impact Charting, Billing, and Solution Series product development.

Healthcare privacy has been addressed for several decades, including the passage of the Health Insurance Portability and Accountability Act (HIPPA) in 1996.  Now more than ever, the dissection and interpretation of the potential impact of the American Recovery and Reinvestment Act of 2009 (ARRA) and the requirements of the HITech Act on health information technology and privacy and security are needed.  During this presentation, tangible examples of security “best practices” and the regulations relating to these will be addressed.  Participants will be able to identify vulnerabilities and deficiencies in their domains and be empowered to address these while expanding their HIT successes.

Learning Objectives:

Designed for all members of the Office Staff and Clinical Staff. This session will provide a thorough review on documenting medications and allergies, identifying risks and interactions, properly documenting patient phone calls as well as consistent and accurate staff/provider communication.  The session will also cover some potential compliance dos and don’ts.

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Designed for Billing/Office Staff, Office Managers and Practice Administrators. Optimize the often overlooked claims management process. Attendees will better understand the importance and financial impact of having an efficient claims management process, and how it can quickly contribute to reducing administrative costs, time spent investigating and appealing denied claims, and the number of physician-patient incidents caused by delayed or insufficient health insurer payments.

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Designed for Billing/Office Staff, Clinical Staff, Office Managers and Practice Administrators. Learn to handle patient refunds, insurance recoupment’s, payment reversals, NSF check payment adjustments, service charges and interest payments.

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Designed for OB/GYN Billing/Office Staff, Office Managers and Practice Administrators.  Learn to generate a prenatal record for hospitals, as well as management and analysis reporting including OB monthly EDD reports, utilization report reimbursements and other data analysis for your specialty. There will also be an overview of how you can send a pre-natal record electronically through an HL7 interface if your hospital supports it.

This course is designed for RHC FQHC Providers, Office Managers, Administrators, and Billing staff. This session is an open forum to discuss issues related to RCH FQHC clinics.

Designed for Billers and Administrators.  Learn how to use the tools provided by e-MDs and business partners to optimize revenue cycle processes and ensure you stay on top of your receivables.  This session covers a wide variety of components including data entry, the importance of defaults and rules, collections work lists, automation of tasks, and reporting.

Designed for OB/GYN Providers and staff. Learn to customize appointment types and visit reasons, hospital scheduling options, the GA calculator tool and using dependencies, and repeat visit functions.

Designed for Providers and Nursing staff. This class will show users how they can prescribe, refill or deny refills from the patient’s health summary as well as basic functionality of script writer. Will include tips and tricks such as creating new drugs, writing custom sigs and writing prescriptions from within a template.   

Designed for all Providers and Office Staff interested in CMS’ PQRI incentive program. A review of the requirements and process for participation by eligible providers.  The course will ensure proper use of the integrated tools built into Solution Series suite to document and transmit accurate information for reimbursement.   Attendees will gain insight into the 2010 PQRI measures, and detailed instruction in the creation of codes and modifiers, proper setup of the Medicare fee schedule (with rules for PQRI) and the build of new and modifying existing templates to automate PQRI data inclusion.  You will also learn about template defaults and how you can require certain elements to be filled in to ensure the documentation reflects what you did and ensures you get credit.

Designed for Billing/Office Staff, Office Managers, and Practice Administrators. This session prepares attendees to better understand the utilization and general maintenance of fee schedules.  The material covered includes the different methods of creating fee schedules, calculating fees, creating exception fee schedules, copying fee schedules and archiving fee schedules.

Designed for Providers, Clinicians and Nurses. This class will enhance utilization of the clinical elements of Rule Manager module. Attendees will become more proficient with the configuration of Rule Manager for tracking patient medications, health reminders, preventative health measures, disease management, medication management and immunizations.  The session will also cover how Rule Manager can be incorporated into order tracking.  Attendees will also learn how proper use of this tool can generate additional revenue during slow operational periods.        

Designed for Billing/Office Staff, Office Managers and Practice Administrators. This session teaches you how to set up and maintain the office fee schedule as well as how to create an exception fee schedule.  The material covered includes the different methods of creating fee schedules, calculating fees, calculating cost, creating exception fee schedules, archiving fee schedules and fee schedule reports.

This session, for Billing/Office Staff, Office Managers and Practice Administrators, reviews how to easily track what each insurance company allows for a certain type of procedure.  Attendees will be able to decipher what an individual insurance reimburses, and even compare what multiple insurances are paying you.  Attendees will also learn how to prepare for a contract re-negotiation and see how easy it is to create an insurance specific fee schedule of allowed charges.  This session also teaches you how to set up rules to run automatically on certain CPT codes to improve the billing process.  Learn how to stop the co-pay from appearing as patient due on non E&M coded visits, learn what makes the ABN alert appear, and how to automate modifiers to drop into your claims for specific carriers.     

e-MDs EHR/PM suite is a robust set of tools and resources. Some clients lose sight of the fact that Solution Series is designed to run the Practice side of your business – not the Business side of your practice. Beneficial for Office Managers and Practice Administrators, this session addresses the importance of using the “best tool for the job” when it comes to managing the business processes which surround your clinical environment – Accounting, Staffing, Non-medical document management, and more. Learn how Solution Series should be used to support, but not replace, business level software and tools.

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Designed for Surgical Billing/Office Staff, Office Managers and Practice Administrators. Learn specific tools and techniques for running daily reports, utilization reports, fee schedule comparisons and analysis of payer reimbursements.

Surgical Providers will learn specific tools and techniques for customizing your schedule, scheduling hospital patients and procedures, using dependencies and using recalls.

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Part 2 of 3: Designed for Billing/Office Staff, Office Managers and Practice Administrators. Notice users will learn patient check-in tasks, recording prepayments, handling patient forms, scanning insurance cards, taking patient pictures and checking insurance eligibility.

Part 3 of 3: Designed for Billing/Office Staff, Office Managers and Practice Administrators. Notice users will learn to post charges, insurance payments and patient payments.

Part 1 of 3: Designed for Providers and Clinical Staff new to Solution Series. This class will show the novice user how to prepare the chart, update the health summary, attach pertinent flow sheets, and document a visit (including CC, HPI, ROS, Exam, Assessment, and Plan).  This session will also cover Chart Options and how they can affect and improve the user experience and data entry speed.

Part 2 of 3: Designed for Providers and Clinical Staff new to Solution Series. This class will show the novice user New patient documentation methods, how to quickly document follow up visits using current problems, creating pre-clicked templates and shortcuts for common visits with little variability in format, and how to speed up the entry of commonly written prescriptions.

Part 3 of 3: Designed for Providers and Clinical Staff new to Solution Series. The novice user will learn to use Krames® Patient Education and Medical Art, how to make your own Patient Education materials, and finding Spanish translations of documents. In addition, attendees will learn how to print and/or fax prescriptions, documents and orders for patients.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. This class provides guidance on how to capitalize on the time-saving and accuracy-enhancing benefits of electronic remittance. Attendees will learn how to minimize posting times, perform several convenient post-posting functions, and educate the clinics not already utilizing electronic remittance on the benefits and available options for implementation.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. This class prepares attendees to better understand and utilize the Daily Work List. Attendees will learn how this tool can centralize and manage a multitude of tasks: confirm appointments, verify authorizations, verify co-payments, and confirm that progress notes are signed off, etc. Many of these tasks are completed from within a single window, maximizing the proficiency of your daily routine and office workflow. Become equipped to decide, based on your office workflow, which attributes of this feature could be used in making your routine daily tasks more proficient.  The class will also give a high level introduction to automating the many repetitive pre- and post-visit tasks that appointments can generate.

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Designed for Billing Staff, Office Managers and Practice Administrators. This class will teach you how to use the filters as a tool for identifying accounts with overdue balances, how to streamline payment posting and reduce errors, and identify invoices which need attention, whether due from patient or insurance.

Designed for Providers, Clinicians and Nurses. This session will teach the custom codes to be used in Order Tracking, and how to use Follow Up Time Grids, Recalls as well as Rule Manager to generate follow up and testing work flows, based upon data.  The session will also cover the use of Rule Manager to create notifications and work flows for abnormal results..

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Designed for Providers, Practice Managers, and Clinical Staff. Learn about implementing confidentiality features through templates, providing total patient chart security, specific document privacy & security. This session will also describe the effect of security and confidentiality settings on various reports and exports.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. This class demonstrates how to fully utilize the tools built into Solution Series that manage insurance requirements.  This session will cover auto adjustment codes, splitting professional/technical and facility/non-facility claims, carrier contracts, fee schedules policies and more. Attendees will receive guidance in customizing these tools and components for more efficient billing as well as an introduction to contract reports.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. This class reviews how to effectively generate and track refunds within Solution Series, so they are accurately reflected in your balances and reports. Attendees will understand how e-MDs Bill interprets credits and adjustments, as well as how to move them between single or multiple patients.  This session will also touch briefly on reversals. 

Designed for Providers, Clinicians, and Nursing staff to better understand the benefits of using flowsheets which are deigned to define, capture and track clinical information. Flowsheets give users the ability to review large amounts of data over a period of time in a consolidated view.  Flowsheets are fully customizable by the user which makes it a flexible and powerful component within the charting application.

This presentation will provide practical examples and tips for leveraging HIT to improve clinical care and outcomes. It will include an orientation to IHI, its strategic aims, and how it gets results; a framework for using quality and systems approaches to achieve meaningful use and a demonstration on how IT developers and vendors can work with improvement organizations to dramatically improve clinical outcomes.

National quality improvement programs that use HIT to automate measurement and benchmark IT have propelled hospitals to new levels of quality, efficiency and cost-effectiveness. The presenter will discuss how information and best practice sharing, along with measurable goals and transparent results, will enable hospitals to drive performance and implement essential healthcare reforms.

Learning Objective:

Designed for Billing/Office Staff, Office Managers and Practice Administrators, Case Management gives your staff the ability to keep Workers Comp, drug screens, company physicals or clinical trials separate from a patient’s regular visits without having to edit their demographics, as in most systems. The ability to automate the billing process helps you to get the claims to the right insurance carriers. 

Designed for Providers and Clinical Staff. Learn to; utilize the notice processor for drug recalls, identify patients with high risk family history or personal history; manage preventative care non-compliance and missed visits for high risk patients, as well as managing patients on high alert or high risk medications through interactive functions and workflows.  You will also learn how to automate repetitive notice processor tasks to improve patient follow up and quality of care.

Designed for Billing/Office Staff, Office Managers and Practice Administrators. Let Solution Series do the work for you! You will learn how to set up the system to automatically run and then send commonly used reports to staff.  The session also covers automating batch processes like printing statements and claims so they run after hours, as well as how to auto-assign tasks associated with these functions to staff members for follow up.

Designed for Advanced Billing/Office Staff, Office Managers and Practice Administrators. Learn to create “favorites” menus, and run reports on production, utilization receivables, periodic financial activity (Provider & Summary), CPT Frequency in Order, Payer Mix reports, monthly billing report breakdown, activity analysis eligibility checks, accounts receivable for Insurance Companies, patient statements and much more.

Designed for Providers, Clinicians and Nurses. This class will enhance utilization of the clinical elements of Rule Manager Module. Attendees will become more proficient with the configuration of Rule Manager for tracking patient medications, health reminders, preventative health measures, disease management, medication management and immunizations.  The session will also cover how Rule Manager can be incorporated into order tracking.  Attendees will learn how proper use of this tool can generate additional revenue during slow operational periods.   

Designed for Providers, Clinicians and Nursing Staff. Optimize the workflow of office tasks that occur upon the patient’s exit. Learn the tools and best practices related to diagnostic test tracking and results review, follow up appointments, future orders, and the automation of many of these functions. Learn the most efficient modes of patient/staff communication, and become more familiar with several other advanced Solution Series features such as general and custom rules, and recalls for patient follow up.

Designed for Billing/Office Staff, Office Managers and Practice Administrators.  Learn about new and changed key reports pertaining to the practice management functions in e-MDs.  This will include a high level overview of the impact of new features like the posting closeout on reports; as well as where the data in reports comes from. Learn how to set privileges, parameters, groups of frequently run report as well as exporting data from Crystal Reports.

Designed for Billing/Office Staff, Office Managers and Practice Administrators.  Learn about new and changed key reports pertaining to the practice management functions in e-MDs.  This will also include a high level overview of the impact of new features like the posting closeout on reports; as well as where the data in reports is coming from. Learn how to set privileges, parameters, groups of frequently run reports, as well as exporting data from Crystal Reports.

Information exchange is increasing in use.  The Continuity of Care Record/Continuity of Care Record data formats are standardized health summaries which an increasing number of systems can export and accept.  Learn about the elements in CCR/CCD data formats, the pros and cons of how you might fit it into your workflow, and the three ways e-MDs can produce these for your patient     

Learn how Welch Allyn’s vitals and Cardio devices connect with e-MDs Chart and DocMan and how connectivity can improve data accuracy, enhance workflow, and eliminate redundant keystrokes.