1. 2015 User Conference Beyond Go Live! (GEN - 172) April 23, 2015 Presented by: Vera Frumin, MD Susan M. Hannon, OP Training Specialist General Workshop

2. 2015 Office Practicum User Conference Now what do we do??? The Trainers are gone...

3. 2015 Office Practicum User Conference THE KEYS TO SUCCESS ❖ Plan ❖ Execute ❖ Revise ❖ Customize

4. 2015 Office Practicum User Conference PLAN, PREPARE & PLAN SOME MORE Training prior to Go-Live Customize your templates Plan for chart migration ●What can the staff do and what must a provider do? Plan for the “BIG” charts - ●What should we do with them? Build planning time into the schedule for the prep-work

5. 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? ➢ What documentation do I really look back at before a visit? ➢ Do I have the staff to implement this plan?

6. 2015 Office Practicum User Conference EXECUTE CODING. A new role for most Providers. What tools do I have? LAYER. Use templates for documentation and coding. CREATE. You can never have too many! Moderate Asthma vs. Moderate Asthma with Neb DISCIPLINE. Establish a workflow and stick with it. Documentation, Order, Tasks

7. 2015 Office Practicum User Conference EXECUTE COMMON OBSTACLES ● Flipping the sick visit into a well visit ● Patients on alternative vaccine schedules ● Coding for a Provider ● Classifying your Midlevel providers

8. 2015 Office Practicum User Conference REVISE ✎ Remember: implementing OP is a new way of thinking, so what do we do? ✎ Rethink your workflow, both in your office and the order of the visit. ✎ Consider how long each visit type will take with an EHR ✎ What is your gameplan when you are running behind? ✎ Make changes, re-evaluate and adjust

9. 2015 Office Practicum User Conference CUSTOMIZE OP is your ALLY ➔ Customize your templates to your workflow ◆ Interval Hx, Assessment/Plan, Anticipatory Guidance, Counseling ◆ Order/Worksheet ◆ Create specific templates - You can never have too many! ➔ Coding Strategies - It’s now up to you ➔ Favorites - Dx codes, Medications, Pharmacies ➔ Patient Portal - surveys completed before the visit ➔ Care Plans to monitor and plan your care

10. 2015 Office Practicum User Conference Let’s Discuss

11. 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!

12. 2015 Office Practicum User Conference ❖ Plan ❖ Execute ❖ Revise ❖ Customize

13. 2015 Office Practicum User Conference Questions?

14. 2015 Office Practicum User Conference We want your feedback!