Sessions by Day and Time - Primary Solutions...Anita Parsley, Software Analyst, PSI C4 Best Practices Excellence in Provider Support Ray Schmidt, Director of Quality, Fairfield CBDD,

Sessions by Day and Time

August 24 9:00 – 10:30 ➢ Brian Marshall, President, Primary Solutions - Welcome ➢ Steve Oster, Superintendent Knox and Coshocton County Boards of DD - PAR ➢ Karim Ellis, EMPOWERED EDUCATION UNLIMITED - GAME TIME: How to Create Massive

Success Before You Roll the Dice!

August 24 10:45 – 11:35 Infal

Payroll Island Breeze

This session would be beneficial for all users who process Infall Payroll and Benefit posting. Your experience on this island will cover basic employee setups, tracking rates, personal leaves, evaluation dates, and survival of benefit postings. Come on in and feel the tropical island payroll breeze!

Amy Baker, Holmes CBDD

A1

Gatekeeper

Catching Up With Casenote Enhancements

This session will allow users to view the new features within the case note window. This will include the documentation timer, mileage, and travel features, as well as set up.

Katherine Crew, Implementation Specialist, PSI

A2

Advisor

The Billing Basics

Learn the basics of billing in Advisor! This session is for the beginner to intermediate Advisor user, and will focus on data entry to applying payments.

Sarah Jackson & Lisa Dennis, Support Specialist, PSI

A3

Shared Track

Systems Are A Go: Setting Up The Employment Module For Success

Learn data entry tips to maximize the utility of the Employment window. What you get out of it is only as good as what you put in! We will also address successful reporting and available widgets.

Nancy Nixon, Implementation Specialist, PSI

A4

Best Practices

Provider Services Management – The New DODD Application

The DODD Provider Certification Wizard (PCW) has been reformatted to a new application system. This session will provide a high-level overview of the new Provider Services Management application system (PSM), including enhancements to the application and the provider’s landing page.

Kathyrn Ingles, Provider Certification Manager, DODD

A5

External Vendors

E-Health Records We'll review CaraSolva's cloud-based Health Record system and how it will integrate with Primary Solutions' software (Advisor & Gatekeeper) to reduce medication errors, reduce costs and improve health outcomes.

Geoff Cooper, President & CEO, Carasolva

A6

Privatization Support

Privatization Support Group (PSG): What is it? How can they help?

Privatization can be overwhelming, even for the most prepared organziations. Learn how Privatization Support Group, a group of privatized providers, can be a resource for Adult Service Programs before, during and after the privatization process.

Rich Patterson-CEO, Nick Amster Inc. , Joe Faires, CEO, WASCO, INC.

A7

Provider Resources

You’re a Leader Charlie Brown

We can all relate to a character or two, (or more) in the Peanuts gang. Just like in the comic strip, we can learn and appreciate the strengths of each character, and the challenges they face. Join us in reflecting on what the Peanuts gang can teach us.

Melissa Skaggs, Director of Provider Resources Division, Monica Armstrong, Senior Consultant, PSI

A8

August 24 12:55 – 1:45

Infal

Wrapping It Up With Reports Identifying the report you are needing for a specific purpose can be confusing at times. Attend our "Wrapping It Up with Reports" session to gain knowledge on the flow from certain windows to certain reports.

Arletta Hinger, Implementation Specialist, PSI

B1

Gatekeeper

Out & About With Anywhere Casenotes This session will provide an overview of the Anywhere Dashboard and Case Note window. This session will also give users insight into the web based program and how this program will allow users to go "paper free".


B2

Advisor

Building Up Billing Best Practices

Come join Tammy and Megan for tips, trips, and suggestions surrounding all things billing related in Advisor! Tammy and Megan have a wealth of experience in billing and Advisor and are happy to share some insider info with you!

Tammy Wolfe, Business Consultant, Megan Uditis, Claims Management Manager, PSI

B3

Shared Track

The Perfect Pair: How to Match Consumers with an Employment/Community Site

Learn how to use the wonderful Job Matching window in the Employment module to its fullest. You can maximize your searches by distance from consumer to employer and keep in mind consumer preferences, skills, and certifications and the needs of the employers.


B4

Best Practices

Accessible Data Through Access: Using Gatekeeper and Access Gatekeeper has hundreds of reports to choose from, but did you know that you can tap into Gatekeeper data from other applications? This session will teach you the basics of drawing information into Microsoft Access, and provide some real world examples of how to use that data to create some powerful solutions.

Ray Schmidt, Director of Quality, Planning & Innovation, Fairfield CBDD

B5

External Vendors

Are You Audit Ready? Stop the Paper Chase!

Paper slows down business processes and exposes your organization to human error and audit risks. In our session, you will learn how IntelliCloud with AuditShield, Integrated with Gatekeeper and Advisor can digitize all your documentation and Identify any required "missing" documents in seconds, while streamlining business processes!

Gary VanBuhler

B6


Communication with Organizational Changes

Communicating to stakeholders before during and after organizational changes is a necessary and often difficult endeavor. Hear from organizations who have customized the timing and messaging to different stakeholder groups.

Tim Menke, CEO, LOTT Industries, Brian Marshall, Owner-PSI

B7

Provider Resources

Google??? NOT!

We might not have budgets and brand recognition like Google, but that doesn’t mean we can’t learn from them! Based on the book “Work Rules” by Laszio Block learn how Google established a new culture tried and failed. Take a look at the Google world and see what best practices, you may want to implement.

Melissa Skaggs, Director of Provider Resources Division

B8

August 24 2:00 – 2:50

Infal

Tick, Tock Time Clock: Infal Time Keeping

Are you fully utilizing Infal’s time tracking features? Learn how Infal can be used to track all types of staff time (including vacation, personal and sick). Plus, learn how staff can use Infal to submit leave requests

Kevin Allender, Director of Support, PSI

C1

Gatekeeper

Going For The Gold with Gatekeeper-Tips & Tricks

Is your Gatekeeper system customized for your position? Let's get it arranged! We'll talk about personal preferences, Dashboard options, widgets and other helpful items.

Kristine Smith, Software Analyst, PSI

C2

Advisor

Takin' It On Road-Transportation Module

The evolution of transportation starts here as we work to make our Transportation module more flexible. We have added the ability to track maintenance so that you ensure your fleet is in top shape. See where we are heading as we look to add the options of daily checklists in the near future.

Joe Miller, Implementation Specialist, PSI

C3

Shared Track

Document & Invoice Through The Employment Module

If you are providing employment services for Opportunities for Ohioans with Disabilities (OOD), we invite you to see how Advisor and Gatekeeper’s Employment module can help you manage these services. In this session, we will explore the documentation and template creation process. We will also be reviewing our development roadmap intended to share our vision for the future of this module.

Anita Parsley, Software Analyst, PSI

C4

Best Practices

Excellence in Provider Support

Ray Schmidt, Director of Quality, Fairfield CBDD, Nate Kamban, Assistant Superintendent, Tuscarawas CBDD, Angela Fink, Director, Licking CBDD

C5

External Vendors

Who’s on first? You Will Always Know With eWebSchedule

Attendees will learn how manage employee schedules in a cloud environment. This also includes learning how the eWebScheduling interactions with PSI software.

Gary Ward, Sales Director, E-Web Scheduling

C6


Running A Business Within A Business

Hear from two organizations that operate businesses (prodcution facility and farm) within their business of supporting people with developmental disabilities. Sandco operates a production facility performing Whirlpool work and Peopleworks operates a farm.

Megan Craun, CEO, Sandco John Murray- CEO, PeopleWorks

C7

Provider Resources

Changes For Ordinary People

Struggling with change at home or work? Change will occur with or without you. Good News! There are strategies you can use to adapt to change that will help you find the humor and advantages that come with transition.


C8

August 24 3:05 – 3:55

Infal

Sailing With Infal Sales

This training focuses on our Sales Module which provides users the ability to track revenue generated through sales of specific items. The money generated through Sales is transferred in lump sum to the Revenue window which will equate to a more efficient selling operation. Come and breeze through this valuable lesson. This may be especially helpful for our Health Departments!


D1

Gatekeeper

Diving into Demographics

User will learn how to navigate through recent demographic windows. Learn the window links as well as alerts, widgets and reporting.


D2

Advisor

Community Integration: Culture Shift Through Data Collection

As providers are facing the need to transition facility-based services to community-based services, Primary Solutions, in partnership with The Ohio Association of County Boards, has added in a feature that allows integration levels and times to be collected during documetnation. Learn how to use this information for person-centered planning, staff development and organizational change.

Scott Marks Community Opportunities Director, OACB, Nancy Nixon, Implementation Specialist, PSI

D3

Shared Track

OhioDD-Preview The New Website & Plan Your Transition

Get a sneak peek of the new OhioDD.net website! A demo will be shown from our test environment, allowing you to preview our fresh look and added features, including multi-browser compatibility and flexibility for counties and providers to manage their own users and security.

Angie Theller, Software Analyst, Liz Thomspon, Director of Analysis, PSI

D4

Best Practices

DODD Adjustment Mysteries Solved & Unlocking The Data Warehouse

In this session, attendees will learn the basics of DODD claims adjustments. Do I need to do an adjustment? Do I need to reverse my initial claim before doing an adjustment? Do I simply re-enter the claim when there is only a change in units? Also, attendees will see a walkthrough of the standard reports available to all providers in the Data warehouse application on the DODD portal.

Jaimey Karhoff, MHSA 2, Kevin Bracken, Accountant/Examiner, DODD

D5

External Vendors

Cyber Security: Staying Protected In An Online World The press can’t get enough of corporate data breaches. They delight in showcasing the latest horror story about a business that lost massive amounts of private records or millions in revenue to the latest hack. Despite all the funds you may have spent on state-of-the-art security software, the bad guys are just one gullible user click away from staging an all-out invasion. Join us to find out what the true best practices are to establish a human firewall to effectively block hackers and criminals, and keep you out of the headlines.

A-Jay Orr, Technology Advisor, VOS

D6


County Board & Provider Relationships Panel Discussion The relationship between the County Board and Provider is critical to the success of the County, Provider and most critically, the individual served. Honesty, transparency, open communication, understanding the interconnectedness and teamwork are all key characteristics of a successful relationship. Hear from members on both sides of this equation during a panel discussion of best practices.

George Paroz, CEO, Fairhaven Industries, Megan Sierra, Executive Director, PC Workshop Inc. Angie Finck, Director, Licking CBDD, David McManus, Performance Development Coordinator, Licking CBDD, Martha Richardson, Service & Support Director, Coshocton CBDD, Ed Stark Superintendent,

D7

Provider Resources

Work Life Balance-Fact or Myth?

Does work - life balance exist or is that just a fallacy? Join us and learn to identify not only what a balanced life would look like, but learn how to make it happen!

Monica Armstrong, Senior Consultant, PSI

D8

August 24 4:10 – 5:00

Infal

Building The Bank-Budgeting With Infal

Concerned over your Department Budgets? No time to track who is over-budgeting? Infal can help. This session will teach the specifics on how to set up and utilize our In House Purchase Order and track budgets via Department Reporting.


E1

Gatekeeper

Welcoming Back The IDS Download! In this session, we will go over the data included in the IDS xml file that is downloaded from DODD's CRM application and work through where the data lives in Gatekeeper. Then we will walk through the download process and discuss the benefits of using the download versus manually maintaining two separate systems


E2

Advisor

Mark It On The Calendar! How To Use The Scheduling Module

It is time to find out how we can use Scheduling to plan ahead. With Scheduling, you will have the ability to prepare schedules in advance and make changes on the fly. We will take it a step further to explain how you can now send your schedules to Anywhere so staff will be able to access it remotely. Come find out not only where we are but where we plan on going with scheduling as we add new and improved features to tie Scheduling to Anywhere.


E3

Shared Track

Ohio DD- Exploring The County Role With The New Website

Learn about the security structure of the new OhioDD.net website and its impact on the role and responsibilities of the County Contact/Administrator.


E4

Best Practices


Repeat! In this session, attendees will learn the basics of DODD claims adjustments. Do I need to do an adjustment? Do I need to reverse my initial claim before doing an adjustment? Do I simply re-enter the claim when there is only a change in units? Also, attendees will see a walkthrough of the standard reports available to all providers in the Data warehouse application on the DODD portal.


E5

External Vendors

Project Management: Keys to Having Successful Projects

You hear the word ‘project’ used all the time; for instance – class project, side project, work project, home improvement project, Manhattan Project and even The Blair Witch Project. However, not everyone knows how to successfully start and manage a project. Join us to find out some common reasons why projects fail and what you can do to set yourself, and your project, up for success.


E6


Privatization Models Different Paths to the Same Destination

Open Panel Discussion: Each County Board must find its path to privatization and the non-profit organization must respond and make decisions for business sustainability and quality of services. Hear from four organizations that took different paths to privatization.

John Schwartz, CEO, Christie Lane Industries, Terry Stevens, Executive Director, LM Products Inc., Vince Ponziani, CEO, Waycraft Industries, Brad Hess, CEO, Guernsey Industries

E7

Provider Resources

P-CSI: Provider Crime Sleuth Investigation, Identifying & Preventing Theft

As an auditor, Jerry is a real world Sherlock Holmes, investigating theft cases in the I/DD field. Hear from his experiences and learn how to protect the individuals you serve. Spend time asking Jerry for tips and tricks on how to protect your organization.

Jerry Cannon, Forensic Auditor, Cuyahoga CBDD

E8

August 25 9:00 – 9:50

Reporting

Excel-erate Your Data Analysis: Manipulate Advisor & Gatekeeper Data Using Excel

Attendees will learn how to export data out of Advisor and Gatekeeper. Then, users will learn to use Excel to manipulate the data into useful information. Basic knowledge of Excel is a plus!

Josh Kramp, Software Analyst, PSI

F1

Gatekeeper



Kim Howard, Support Specialist, PSI

F2

Advisor

Automating Your Employee Records

Keeping up to date employee information can be time consuming and overwhelming. This can be a place for heavy citings when the auditors show up! Learn how to use Advisor to track new hire paperwork, employee training records, driver's information a more! Use reports to keep track of expiring CPR, First Aid, Annual Trainings, etc and create memos that can be sent directly to employees.

Jessica Garrett, Support Specialist, PSI

F3

Shared Track

Getting Connected To Customer Care

Come learn how to fully utilize our Customer Care site. We will review what kind of information is posted, how to see what trainings are scheduled for the year. We will also be talking about our new way for you use our new ticketing system.

Kevin Allender, Director of Support & Lisa Dennis, Support Specialist, PSI

F4

Anywhere

Looking For An Advisor Venture? Exploring Dashborads, Rosters & Day Services

This session will provide an overview of the Anywhere Dashboard, Roster, Day Services, and Outcomes modules. This session will also give users insight into the web based program and how this program will allow users to go "paper free".


F5

Person Centered Planning & Integrated Services

Essential Elements of Person Centered Planning In this session, we'll discuss necessary elements of a quality person-centered plan. While plans should look different for each person, we'll review some of the common characteristics of a truly person-centered plan.

Kelly Ferenbaugh, Person Centered Training Facilitator, DODD

F6


Creating a Sense of Urgency

Learn about one organizations journey from facility based services to a variety of services, how they modernized the service model and moved from the workshop into the world.

Mary Thompson-Hufford, CEO Hopewell Industries, LICCO Inc., Muskingum Starlight Industries

F7

Provider Resources

Tips for Effective Team Communication

In this session we will discuss communication do’s and don’ts, as well as, learning when it is appropriate to text, email, or use the phone. We include some fun exercises to learn about your own listening and communication skills. (Don’t worry - we won’t make you share your results!)


F8

August 25 10:05 – 10:55

Reporting

Proud to Be a Data Miner's Daughter

This session will cover basic data mining tools available in Excel to assist in extracting data from various sources and consolidating it for reports. Functions include TRIM, CONCATENATE, LEFT, RIGHT, MID, VLOOKUP, IF, SUMIF, COUNTIF and more! And as if that wasn’t exciting enough, we’ll then throw the data into Pivot Tables and Charts! Good times, my friend. Good times.

Marcia Erickson, Datsmart, LLC.

G1

Gatekeeper

It's A Family Affair: Exploring Family Support Services

Learn how to ditch your spreadsheets and use Gatekeeper to track Family Support Services budgets. Learn how to go from individual and family allocations all the way through to reporting


G2

Advisor

Dynamic Dashboards and Worthwhile Widgets

Advisor’s and Gatekeeper’s dashboards allow you to see important information quickly. During this session, you will see some of our newest widgets as well as some tips and tricks on how to get the most out of your dashboard.

Josh Kramp, Software Analyst, Jessica Garrett, Support Specialist PSI

G3

Shared Track


Repeat! Get a sneak peek of the new OhioDD.net website! A demo will be shown from our test environment, allowing you to preview our fresh look and added features, including multi-browser compatibility and flexibility for counties and providers to manage their own users and security.


G4

Anywhere

Lose The Paper! Document In Outcomes & Services

Imagine a world where all service documentation is completed accurately and up to date. Also imagine being able to see service documentation at any location without having to leave the office. Well that is possible with Anywhere. Anywhere is a web based solution that gives your staff the tools to document services on the go.


G5


Who Has The Power?

We'll explore this question during this interactive session. We'll explore the importance of true empowerment, and some of the challenges that present themselves as we support people to have positive control over their lives. Strategies will be shared to overcome some of these challenges. "Essential Elements of Person-Centered Planning" - In this session, we'll discuss necessary elements of a quality person-centered plan. While plans should look different for each person, we'll review some of the common characteristics of a truly person-centered plan.


G6


Mergers and Marriages, They're Not That Different

Growth or organizational survival, may mean merging with another organization. What should you look for in a “merger partner”? It is not that different than looking for your marriage partner….no, we mean that. Join us and take a dive into the “merger marriage” and strategies on how to make the big and small decisions, like how to squeeze or roll the toothpaste!

Melissa Skaggs – Primary Solutions and Mary Thompson-Hufford - HWI/LICCO/MSI

G7

Provider Resources

Mergers and Marriages, They're Not That Different

Growth or organizational survival, may mean merging with another organization. What should you look for in a “merger partner”? It is not that different than looking for your marriage partner….no, we mean that. Join us and take a dive into the “merger marriage” and strategies on how to make the big and small decisions, like how to squeeze or roll the toothpaste!

Melissa Skaggs – Primary Solutions and Mary Thompson-Hufford - HWI/LICCO/MSI

G8

August 25 11:10 – 12:00

Reporting

Keeping Up with the Dashboardians This session will take the humble pivot table and move into full interactive reporting. We’ll demonstrate how to set up a data model in Access, connect to an Excel source and then produce an interactive report dashboard to amaze and amuse your co-workers and compadres. Push button answers to data driven questions


H1

Gatekeeper

What's The Scoop With Local Funding? Bringing It Together: The Service Tree, Local Billing and Reporting. Managing budgets! Learn how to customize the Service Tree, track a variety of local funds through Local Billing, and then report on the bottom line


H2

Advisor

Mental Health Case Notes: Document Your Therapy Sessions & More Calling all mental health service providers! If you are providing mental health services such as Diagnostic Assessments or Psychiatric Services that are submitted to ODJFS, this session is for you! Come explore Advisor’s Mental Health module to see how we can help you document and bill for these services.


H3


Being Intentional At The Treshold of Work

Learn about yourself and the tools that you being to work and the importance of being intentional when you Cross the threshold of Work. Yes, you make a difference at work and this session will help increase your awareness of your skills and contributions.

Willie Jones, Good Life Training, OACB

H4

Anywhere

New to Advisor Anywhere! Location and Consumer Notes!

Come and see the newest features being added to Anywhere! Say goodbye to your paper! Progress Notes will allow you to enter consumer-specific or general notes into Anywhere. Also, the new Checklist feature will allow you to create easy to-do lists on the fly.


H5

Gatekeeper

Sticking To The Plan: Exploring Plan & Assessment Options

Wanting an all-inclusive Person-Centered Plan? We can help. With our newest assessment design, Gatekeeper can build assessments in a much cleaner and more attractive format. This session will cover multiple ways to set up your assessments and how to easily they may be utilized by your county!


H6


Share and Share Alike

In September, 2016 Portage Industries, Inc. joined Family & Community Services; a large family of agencies that provides a variety of services in 19 counties across the State of Ohio and 3 counties in Michigan. This session will answer the questions of why this move made for both organizations, agreements that govern the relationship between the two, services availabe for the individuals served and how community inclusion was increased because of this partnership.

Mark Frisone, Executive Director, Family & Community Services Philip Miller, CEO, of Unified Resources

H7

Provider Resources

Talkin' About My Generation Each generation has collected experiences and influence the workforce in different ways. Naturally, we will have generational challenges as we work alongside one another. Join us as we Talk About Your Generation.


H8

August 25 1:20 – 2:10

Reporting

Customizing Gatekeeper, A County Board Perspective See a demonstration on how to customize your Gatekeeper data to your unique and often changing report needs. Learn to build local reports in Excel that connect to the Gatekeeper data, allowing you to streamline your processes and reviewing for your exact needs such as county board staff case lists, 3rd party insurance billing, listing who needs Receivables Authorizations created or ended, relationship records that are ready to be inactivated, and reports that are useful for on call staff. (Some prior experience with Excel is advisable.)

Laurel Lovely, Document Management Supervisor, Butler CBDD

I1

Gatekeeper

Waiting For What? Changes in Wait List Rule

Changes are coming in regards to HCBS Waiver waiting lists. Come and learn about the changes, and how these changes will be better for individuals, families, and Ohio's service system.

Jenny Rousculp, Superintendent, Clark CBDD

I2

Advisor

Who, What & Where of Consumer Demographics

When it comes to documenting for consumers there can be a TON of information. Learn how to use Consumer Demographics to track everything you need from their favorite foods, hobbies, personal information, and more.

Sarah Jackson, Support Specialist, PSI

I3

Shared Track

Ohio DD-Understanding The Provider Role With The New Website

Providers will have the capability to add their own users and assign security to them in OhioDD.net. Learn about the role and responsibilities of the Provider Administrator in the re-designed website.


I4

Anywhere

Keeping Time While Saving Time-Single Entry

Come learn how electronic documentation can save you time and money. With Anywhere, we free you to serve anywhere (pun intended). Employees can document and then submit their timesheets using the internet.


I5



As providers are facing the need to transition facility-based services to community-based services, Primary Solutions, in partnership with The Ohio Association of County Boards, has added in a feature that allows integration levels and times to be collected during documetnation. Learn how to use this information for person-centered planning, staff development and organizational change.

Scott Marks Community Opportunities Director, OACB, Nancy Nixon, Implementation Specialist, PSI

I6


Playing the Game of Wack-A-Mole – Making Leadership Decisions Tough Leadership Decision: How to make the right/tough decision.

You’ve seen or played Whac A Mole and time or two. The biggest challenge is which mole to whac first. It’s the same thing when you are leading and making decisions. Which thing do I tackle first, how do I know I’m making the right decision, and other “decision” questions have to be answered. Make the decision to join us in Whac A Mole!

Della Stuart, CFO Hopewell Industries, LICCO Inc., Muskingum Starlight Industries & Melissa Skaggs, Director of Provider Resources Division, PSI

I7

Provider Resources


You’ve seen or played Whac A Mole and time or two. The biggest challenge is which mole to whac first. It’s the same thing when you are leading and making decisions. Which thing do I tackle first, how do I know I’m making the right decision, and other “decision” questions have to be answered. Make the decision to join us in Whac A Mole!

Della Stuart, CFO Hopewell Industries, LICCO Inc., Muskingum Starlight Industries & Melissa Skaggs, Director of Provider Resources Division, PSI I8

August 25 2:25 – 3:15

All

Come One, Come All! The Primary Solutions Game Show!

Let’s end the conference with a bang by participating in the game show that will wrap up the conference. Everyone will participate, so be sure to bring your mobile devices. Come for fun and prizes, and learn more about your fellow attendees and PSI staff!


J1

Sessions by Title

Accessible Data Through Access: Using Gatekeeper and Access

Best Practices Gatekeeper has hundreds of reports to choose from, but did you know that you can tap into Gatekeeper data from other applications? This session will teach you the basics of drawing information into Microsoft Access, and provide some real world examples of how to use that data to create some powerful solutions.

Ray Schmidt, Director of Quality, Planning & Innovation, Fairfield CBDD

B5

Are You Audit Ready? Stop the Paper Chase!

External Vendors Paper slows down business processes and exposes your organization to human error and audit risks. In our session, you will learn how IntelliCloud with AuditShield, Integrated with Gatekeeper and Advisor can digitize all your documentation and Identify any required "missing" documents in seconds, while streamlining business processes!

Gary VanBuhler

B6

Automating Your Employee Records

Advisor Keeping up to date employee information can be time consuming and overwhelming. This can be a place for heavy citings when the auditors show up! Learn how to use Advisor to track new hire paperwork, employee training records, driver's information a more! Use reports to keep track of expiring CPR, First Aid, Annual Trainings, etc and create memos that can be sent directly to employees.

Jessica Garrett, Support Specialist, PSI

F3

Being Intentional At The Treshold of Work

Person Centered Planning & Integrated Services Learn about yourself and the tools that you being to work and the importance of being intentional when you Cross the threshold of Work. Yes, you make a difference at work and this session will help increase your awareness of your skills and contributions.

Willie Jones, Good Life Training, OACB

H4

Building The Bank-Budgeting With Infal

Infal Concerned over your Department Budgets? No time to track who is over-budgeting? Infal can help. This session will teach the specifics on how to set up and utilize our In House Purchase Order and track budgets via Department Reporting.


E1

Building Up Billing Best Practices

Advisor

Come join Tammy and Megan for tips, trips, and suggestions surrounding all things billing related in Advisor! Tammy and Megan have a wealth of experience in billing and Advisor and are happy to share some insider info with you!

Tammy Wolfe, Business Consultant, Megan Uditis, Claims Management Manager, PSI

B3

Catching Up With Casenote Enhancements

Gatekeeper This session will allow users to view the new features within the case note window. This will include the documentation timer, mileage, and travel features, as well as set up. Katherine Crew, Implementation Specialist, PSI

A2

Changes For Ordinary People

Provider Resources

Struggling with change at home or work? Change will occur with or without you. Good News! There are strategies you can use to adapt to change that will help you find the humor and advantages that come with transition. Melissa Skaggs, Director of Provider Resources Division, Monica Armstrong, Senior Consultant, PSI

C8

Come One, Come All! The Primary Solutions Game Show!

All Let’s end the conference with a bang by participating in the game show that will wrap up the conference. Everyone will participate, so be sure to bring your mobile devices. Come for fun and prizes, and learn more about your fellow attendees and PSI staff!


J1

Communication with Organizational Changes


Communicating to stakeholders before during and after organizational changes is a necessary and often difficult endeavor. Hear from organizations who have customized the timing and messaging to different stakeholder groups.

Tim Menke, CEO, LOTT Industries, Brian Marshall, Owner-PSI

B7


Advisor As providers are facing the need to transition facility-based services to community-based services, Primary Solutions, in partnership with The Ohio Association of County Boards, has added in a feature that allows integration levels and times to be collected during documetnation. Learn how to use this information for person-centered planning, staff development and organizational change. Scott Marks Community Opportunities Director, OACB, Nancy Nixon, Implementation Specialist, PSI

D3


Advisor

As providers are facing the need to transition facility-based services to community-based services, Primary Solutions, in partnership with The Ohio Association of County Boards, has added in a feature that allows integration levels and times to be collected during documetnation. Learn how to use this information for person-centered planning, staff development and organizational change. Scott Marks Community Opportunities Director, OACB, Nancy Nixon, Implementation Specialist, PSI

I6

County Board & Provider Relationships Panel Discussion

Privatization Support The relationship between the County Board and Provider is critical to the success of the County, Provider and most critically, the individual served. Honesty, transparency, open communication, understanding the interconnectedness and teamwork are all key characteristics of a successful relationship. Hear from members on both sides of this equation during a panel discussion of best practices. George Paroz, CEO, Fairhaven Industries, Megan Sierra, Executive Director, PC Workshop Inc. Angie Finck, Director, Licking CBDD, David McManus, Performance Development Coordinator, Licking CBDD, Martha Richardson, Service & Support Director, Coshocton CBDD, Ed Stark Superintendent

D7

Creating a Sense of Urgency

Privatization Support Learn about one organizations journey from facility based services to a variety of services, how they modernized the service model and moved from the workshop into the world. Mary Thompson-Hufford, CEO Hopewell Industries, LICCO Inc., Muskingum Starlight Industries

F7

Customizing Gatekeeper, A County Board Perspective

Reporting See a demonstration on how to customize your Gatekeeper data to your unique and often changing report needs. Learn to build local reports in Excel that connect to the Gatekeeper data, allowing you to streamline your processes and reviewing for your exact needs such as county board staff case lists, 3rd party insurance billing, listing who needs Receivables Authorizations created or ended, relationship records that are ready to be inactivated, and reports that are useful for on call staff. (Some prior experience with Excel is advisable.)

Laurel Lovely, Document Management Supervisor, Butler CBDD

I1

Cyber Security: Staying Protected In An Online World

External Vendors The press can’t get enough of corporate data breaches. They delight in showcasing the latest horror story about a business that lost massive amounts of private records or millions in revenue to the latest hack. Despite all the funds you may have spent on state-of-the-art security software, the bad guys are just one gullible user click away from staging an all-out invasion. Join us to find out what the true best practices are to establish a human firewall to effectively block hackers and criminals, and keep you out of the headlines.


D6


Gatekeeper



D2


F2

Document & Invoice Through The Employment Module

Shared Track

If you are providing employment services for Opportunities for Ohioans with Disabilities (OOD), we invite you to see how Advisor and Gatekeeper’s Employment module can help you manage these services. In this session, we will explore the documentation and template creation process. We will also be reviewing our development roadmap intended to share our vision for the future of this module.


C4


Best Practices In this session, attendees will learn the basics of DODD claims adjustments. Do I need to do an adjustment? Do I need to reverse my initial claim before doing an adjustment? Do I simply re-enter the claim when there is only a change in units? Also, attendees will see a walkthrough of the standard reports available to all providers in the Data warehouse application on the DODD portal.


D5

*** This session is repeated in E5

Dynamic Dashboards and Worthwhile Widgets

Advisor

Advisor’s and Gatekeeper’s dashboards allow you to see important information quickly. During this session, you will see some of our newest widgets as well as some tips and tricks on how to get the most out of your dashboard.

Josh Kramp, Software Analyst, Jessica Garrett, Support Specialist PSI

G3

E-Health Records

External Vendors

We'll review CaraSolva's cloud-based Health Record system and how it will integrate with Primary Solutions' software (Advisor & Gatekeeper) to reduce medication errors, reduce costs and improve health outcomes.

Geoff Cooper, President & CEO, Carasolva

A6

Essential Elements of Person Centered Planning


In this session, we'll discuss necessary elements of a quality person-centered plan. While plans should look different for each person, we'll review some of the common characteristics of a truly person-centered plan.


F6

Excel-erate Your Data Analysis: Manipulate Advisor & Gatekeeper Data Using Excel

Reporting Attendees will learn how to export data out of Advisor and Gatekeeper. Then, users will learn to use Excel to manipulate the data into useful information. Basic knowledge of Excel is a plus!


F1

Excellence in Provider Support

Best Practices

Ray Schmidt, Director of Quality, Fairfield CBDD, Nate Kamban, Assistant Superintendent, Tuscarawas CBDD, Angela Fink, Director, Licking CBDD

C5

Getting Connected To Customer Care

Shared Track Come learn how to fully utilize our Customer Care site. We will review what kind of information is posted, how to see what trainings are scheduled for the year. We will also be talking about our new way for you use our new ticketing system.

Kevin Allender, Director of Support & Lisa Dennis, Support Specialist, PSI

F4

Going For The Gold with Gatekeeper-Tips & Tricks

Gatekeeper Is your Gatekeeper system customized for your position? Let's get it arranged! We'll talk about personal preferences, Dashboard options, widgets and other helpful items.


C2

Google??? NOT!

Provider Resources We might not have budgets and brand recognition like Google, but that doesn’t mean we can’t learn from them! Based on the book “Work Rules” by Laszio Block learn how Google established a new culture tried and failed. Take a look at the Google world and see what best practices, you may want to implement.

Melissa Skaggs, Director of Provider Resources Division

B8

It's A Family Affair: Exploring Family Support Services

Gatekeeper Learn how to ditch your spreadsheets and use Gatekeeper to track Family Support Services budgets. Learn how to go from individual and family allocations all the way through to reporting


G2

Keeping Time While Saving Time-Single Entry

Anywhere Come learn how electronic documentation can save you time and money. With Anywhere, we free you to serve anywhere (pun intended). Employees can document and then submit their timesheets using the internet.


I5

Keeping Up with the Dashboardians

Reporting This session will take the humble pivot table and move into full interactive reporting. We’ll demonstrate how to set up a data model in Access, connect to an Excel source and then produce an interactive report dashboard to amaze and amuse your co-workers and compadres. Push button answers to data driven questions


H1

Looking For An Advisor Venture? Exploring Dashborads, Rosters & Day Services

Anywhere This session will provide an overview of the Anywhere Dashboard, Roster, Day Services, and Outcomes modules. This session will also give users insight into the web based program and how this program will allow users to go "paper free".


F5

Lose The Paper! Document In Outcomes & Services

Anywhere Imagine a world where all service documentation is completed accurately and up to date. Also imagine being able to see service documentation at any location without having to leave the office. Well that is possible with Anywhere. Anywhere is a web based solution that gives your staff the tools to document services on the go.


G5

Mark It On The Calendar! How To Use The Scheduling Module

Advisor It is time to find out how we can use Scheduling to plan ahead. With Scheduling, you will have the ability to prepare schedules in advance and make changes on the fly. We will take it a step further to explain how you can now send your schedules to Anywhere so staff will be able to access it remotely. Come find out not only where we are but where we plan on going with scheduling as we add new and improved features to tie Scheduling to Anywhere.


E3

Mental Health Case Notes: Document Your Therapy Sessions & More

Advisor

Calling all mental health service providers! If you are providing mental health services such as Diagnostic Assessments or Psychiatric Services that are submitted to ODJFS, this session is for you! Come explore Advisor’s Mental Health module to see how we can help you document and bill for these services.


H3

Mergers and Marriages, They're Not That Different Privatization Support Provider Resources

Growth or organizational survival, may mean merging with another organization. What should you look for in a “merger partner”? It is not that different than looking for your marriage partner….no, we mean that. Join us and take a dive into the “merger marriage” and strategies on how to make the big and small decisions, like how to squeeze or roll the toothpaste! Melissa Skaggs – Primary Solutions and Mary Thompson-Hufford - HWI/LICCO/MSI

G7 and G8

New to Advisor Anywhere! Location and Consumer Notes!

Anywhere Come and see the newest features being added to Anywhere! Say goodbye to your paper! Progress Notes will allow you to enter consumer-specific or general notes into Anywhere. Also, the new Checklist feature will allow you to create easy to-do lists on the fly.


H5

Ohio DD- Exploring The County Role With The New Website

Shared Track

Learn about the security structure of the new OhioDD.net website and its impact on the role and responsibilities of the County Contact/Administrator.


E4

Ohio DD-Understanding The Provider Role With The New Website

Shared Track Providers will have the capability to add their own users and assign security to them in OhioDD.net. Learn about the role and responsibilities of the Provider Administrator in the re-designed website.


I4


Shared Track Get a sneak peek of the new OhioDD.net website! A demo will be shown from our test environment, allowing you to preview our fresh look and added features, including multi-browser compatibility and flexibility for counties and providers to manage their own users and security.


D4 ***This session is also repeated in G4

Out & About With Anywhere Case Notes

Gatekeeper

This session will provide an overview of the Anywhere Dashboard and Case Note window. This session will also give users insight into the web based program and how this program will allow users to go "paper free".


B2

Payroll Island Breeze

Infal This session would be beneficial for all users who process Infall Payroll and Benefit posting. Your experience on this island will cover basic employee setups, tracking rates, personal leaves, evaluation dates, and survival of benefit postings. Come on in and feel the tropical island payroll breeze!

Amy Baker, Holmes CBDD

A1

P-CSI: Provider Crime Sleuth Investigation, Identifying & Preventing Theft

Provider Resources As an auditor, Jerry is a real world Sherlock Holmes, investigating theft cases in the I/DD field. Hear from his experiences and learn how to protect the individuals you serve. Spend time asking Jerry for tips and tricks on how to protect your organization.

Jerry Cannon, Forensic Auditor, Cuyahoga CBDD

E8


Privatization Support You’ve seen or played Whac A Mole and time or two. The biggest challenge is which mole to whac first. It’s the same thing when you are leading and making decisions. Which thing do I tackle first, how do I know I’m making the right decision, and other “decision” questions have to be answered. Make the decision to join us in Whac A Mole!

Della Stuart, CFO Hopewell Industries, LICCO Inc., Muskingum Starlight Industries & Melissa Skaggs, Director of Provider Resources Division, PSI

I7 and I8

Privatization Models Different Paths to the Same Destination

Privatization Support Open Panel Discussion: Each County Board must find its path to privatization and the non-profit organization must respond and make decisions for business sustainability and quality of services. Hear from four organizations that took different paths to privatization. John Schwartz, CEO, Christie Lane Industries, Terry Stevens, Executive Director, LM Products Inc., Vince Ponziani, CEO, Waycraft Industries, Brad Hess, CEO, Guernsey Industries

E7

Privatization Support Group (PSG): What is it? How can they help?

Privatization Support Privatization can be overwhelming, even for the most prepared organziations. Learn how Privatization Support Group, a group of privatized providers, can be a resource for Adult Service Programs before, during and after the privatization process.

Rich Patterson-CEO, Nick Amster Inc. , Joe Faires, CEO, WASCO, INC.

A7

Project Management: Keys to Having Successful Projects

External Vendors You hear the word ‘project’ used all the time; for instance – class project, side project, work project, home improvement project, Manhattan Project and even The Blair Witch Project. However, not everyone knows how to successfully start and manage a project. Join us to find out some common reasons why projects fail and what you can do to set yourself, and your project, up for success.


E6

Proud to Be a Data Miner's Daughter

Reporting This session will cover basic data mining tools available in Excel to assist in extracting data from various sources and consolidating it for reports. Functions include TRIM, CONCATENATE, LEFT, RIGHT, MID, VLOOKUP, IF, SUMIF, COUNTIF and more! And as if that wasn’t exciting enough, we’ll then throw the data into Pivot Tables and Charts! Good times, my friend. Good times.


G1

Provider Services Management – The New DODD Application

Best Practices The DODD Provider Certification Wizard (PCW) has been reformatted to a new application system. This session will provide a high-level overview of the new Provider Services Management application system (PSM), including enhancements to the application and the provider’s landing page.

Kathyrn Ingles, Provider Certification Manager, DODD

A5

Running A Business Within A Business

Privatization Support Hear from two organizations that operate businesses (prodcution facility and farm) within their business of supporting people with developmental disabilities. Sandco operates a production facility performing Whirlpool work and Peopleworks operates a farm.

Megan Craun, CEO, Sandco John Murray- CEO, PeopleWorks

C7

Sailing With Infal Sales

Infal This training focuses on our Sales Module which provides users the ability to track revenue generated through sales of specific items. The money generated through Sales is transferred in lump sum to the Revenue window which will equate to a more efficient selling operation. Come and breeze through this valuable lesson. This may be especially helpful for our Health Departments!


D1

Share and Share Alike


In September, 2016 Portage Industries, Inc. joined Family & Community Services; a large family of agencies that provides a variety of services in 19 counties across the State of Ohio and 3 counties in Michigan. This session will answer the questions of why this move made for both organizations, agreements that govern the relationship between the two, services availabe for the individuals served and how community inclusion was increased because of this partnership. Mark Frisone, Executive Director, Family & Community Services Philip Miller, CEO, of Unified Resources

H7

Sticking To The Plan: Exploring Plan & Assessment Options

Gatekeeper Wanting an all-inclusive Person-Centered Plan? We can help. With our newest assessment design, Gatekeeper can build assessments in a much cleaner and more attractive format. This session will cover multiple ways to set up your assessments and how to easily they may be utilized by your county!


H6

Systems Are A Go: Setting Up The Employment Module For Success

Shared Track Learn data entry tips to maximize the utility of the Employment window. What you get out of it is only as good as what you put in! We will also address successful reporting and available widgets.


A4

Takin' It On Road-Transportation Module

Advisor The evolution of transportation starts here as we work to make our Transportation module more flexible. We have added the ability to track maintenance so that you ensure your fleet is in top shape. See where we are heading as we look to add the options of daily checklists in the near future.


C3

Talkin' About My Generation

Provider Resources

Each generation has collected experiences and influence the workforce in different ways. Naturally, we will have generational challenges as we work alongside one another. Join us as we Talk About Your Generation.


H8

The Billing Basics

Advisor

Learn the basics of billing in Advisor! This session is for the beginner to intermediate Advisor user, and will focus on data entry to applying payments.

Sarah Jackson & Lisa Dennis, Support Specialist, PSI

A3

The Perfect Pair: How to Match Consumers with an Employment/Community Site

Shared Track Learn how to use the wonderful Job Matching window in the Employment module to its fullest. You can maximize your searches by distance from consumer to employer and keep in mind consumer preferences, skills, and certifications and the needs of the employers.


B4

Tick, Tock Time Clock: Infal Time Keeping

Infal Are you fully utilizing Infal’s time tracking features? Learn how Infal can be used to track all types of staff time (including vacation, personal and sick). Plus, learn how staff can use Infal to submit leave requests


C1

Tips for Effective Team Communication

Provider Resources In this session we will discuss communication do’s and don’ts, as well as, learning when it is appropriate to text, email, or use the phone. We include some fun exercises to learn about your own listening and communication skills. (Don’t worry - we won’t make you share your results!)


F8

Waiting For What? Changes in Wait List Rule

Gatekeeper Changes are coming in regards to HCBS Waiver waiting lists. Come and learn about the changes, and how these changes will be better for individuals, families, and Ohio's service system.

Jenny Rousculp, Superintendent, Clark CBDD

I2

Welcoming Back The IDS Download!

Gatekeeper In this session, we will go over the data included in the IDS xml file that is downloaded from DODD's CRM application and work through where the data lives in Gatekeeper. Then we will walk through the download process and discuss the benefits of using the download versus manually maintaining two separate systems


E2

What's The Scoop With Local Funding?

Gatekeeper

Bringing It Together: The Service Tree, Local Billing and Reporting. Managing budgets! Learn how to customize the Service Tree, track a variety of local funds through Local Billing, and then report on the bottom line


H2

Who Has The Power?

Person Centered Planning & Integrated Services We'll explore this question during this interactive session. We'll explore the importance of true empowerment, and some of the challenges that present themselves as we support people to have positive control over their lives. Strategies will be shared to overcome some of these challenges. "Essential Elements of Person-Centered Planning" - In this session, we'll discuss necessary elements of a quality person-centered plan. While plans should look different for each person, we'll review some of the common characteristics of a truly person-centered plan.


G6

Who, What & Where of Consumer Demographics

Advisor When it comes to documenting for consumers there can be a TON of information. Learn how to use Consumer Demographics to track everything you need from their favorite foods, hobbies, personal information, and more.

Sarah Jackson, Support Specialist, PSI

I3

Who’s on first? You Will Always Know With eWebSchedule

External Vendors Attendees will learn how manage employee schedules in a cloud environment. This also includes learning how the eWebScheduling interactions with PSI software.

Gary Ward, Sales Director, E-Web Scheduling

C6

Work Life Balance-Fact or Myth?

Provider Resources Does work - life balance exist or is that just a fallacy? Join us and learn to identify not only what a balanced life would look like, but learn how to make it happen!


D8

Wrapping It Up With Reports

Infal

Identifying the report you are needing for a specific purpose can be confusing at times. Attend our "Wrapping It Up with Reports" session to gain knowledge on the flow from certain windows to certain reports.


B1

You’re a Leader Charlie Brown

Provider Resources We can all relate to a character or two, (or more) in the Peanuts gang. Just like in the comic strip, we can learn and appreciate the strengths of each character, and the challenges they face. Join us in reflecting on what the Peanuts gang can teach us. Melissa Skaggs, Director of Provider Resources Division, Monica Armstrong, Senior Consultant, PSI

A8

Documents

Sessions by Day and Time - Primary Solutions...Anita Parsley, Software Analyst, PSI C4 Best Practices Excellence in Provider Support Ray Schmidt, Director of Quality, Fairfield CBDD,