1. SAAS National Conference & NIATx Summit July 11, 2010 Pre-Conference Workshop Implementing Electronic Behavioral Health Records: Understanding Key Issues & Barriers – Session III – Learning from Experts

2. Agenda 8:30am – 8:45amIntroduction 8:45am – 10:15amBasics: Terminology, Business Case, Readiness 10:15am – 10:30amBreak (206) 10:30am – 12:00pmImpact: Trust & Relationships 12:00pm – 1:00pmLunch (206) 1:00pm – 2:30pmHow: Learning from Experts 2:30pm – 2:45pmBreak (206) 2:45pm – 4:15pmTaking Action: Developing Your Message & Plan 4:15pm – 4:30pmWrap-up

3. Deciding to Adopt Why Adopt? Making the Decision Business Case (i.e. Pain-Points) Other?

4. Readiness & Organizational Barriers Infrastructure & Equipment Staff Knowledge & Skills Employee Perspective & Resistance Change Leadership

5. Product & Vendor Selection Identifying Needs (workflow, user) Evaluating Vendors

6. Project Management Timeline (realistic) Budgeting (process, improvement opportunities) Labor Allocation (implementation team) Co mmunication (updates, user feedback)

7. Installation & Improvement Customizing vs. Adapting Standardizing Workflows Converting Patient Information (paper-electronic) Mental Health vs. Substance Abuse Data Privacy (42 CFR) Data Security Measurement & Evaluation (outcomes, satisfaction) Plan-Do-Study-Act (opportunities)

8. Staff Training Environment & Format Budgeting On-going Support (new staff training) Lessons Learned

9. Going “Live” Strategy Lessons Learned

10. Organizational Impact Adoption Benefits (clinical, administrative) Adoption Challenges (clinical, administrative)