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PAGE 1 KAREO | CONFIDENTIAL

Key Strategies for EHR Success

Starting Now…


Your Hosts Today…

Ron SterlingSterling Solutions, Ltd.

Lea ChathamContent Marketing Manager, Kareo


Our Schedule for Today…

1 Introduction & Welcome Ron

2 Key Strategies for EHR Success

3 Discover Kareo’s Role

4 Answer Questions


Ron Sterling

Medical practice and EHR consultant

Publishes popular EHR blog Avoid-EHR-Disasters.blogspot.com

Authored the HIMSS Book of the year award winning guide “Keys to EMR/EHR Success”

Specializes in monitoring the health IT industry and guiding physicians through the software buying process

Sterling Solutionswww.sterling-solutions.com

301-681-4247






4 Answer Questions


Why is EHR Success Important?

• Hard/Impossible to Retreat

• EHRs support evolving standards of care– Meaningful Use

– Patient Centered Medical Home (PCMH)

– Accountable Care Organization (ACO)


Why is EHR Success Important?

• EHRs reflect your due diligence– Documentation of Care

– Patient Care Activities

• EHRs present new information for quality reviews, audits, etc.– Clinical Life Cycle

– Audit Trails

PAGE 8 KAREO | CONFIDENTIAL 8

Paper Transition to EHR


Paper Chart Challenges

• Maintaining– Continuity of Care

– Compliance

• Locating Key Clinical Information– Paper Chart Contents to Scan

– Key Patient Information to Enter

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Paper Chart Challenges

• Defacto Patient Chart Contents– Logs

– “Shadow” Medical Records

• Chart Conditions

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Paper Chart Audit Trail• Clinically Drive Process– Paper Chart Decision

– Initial Patient Information

• Document Process

• Train Appropriate Staff

• Quality Assurance

• Problem Resolution

• Remediation

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Clinical Decisions


Make Sure Clinical Content Works

• Gather Current Clinical Forms• Inventory Clinical Content Needs• Doctors• Clinical Services• Subspecialties• Practice Focus• Sample Documents


Make Sure Clinical Content Works

• Evaluate EHR Clinical Content• Validate Appropriateness• Check Breadth and Depth• Match to Current Clinical Areas• Personalize to Practice Standards


EHRize Your Workflow• Identify Changes to

Responsibilities• Departments• Employees• Other Parties

• Plan, Analyze and Design• Improve Patient Service• Cut Response Cost/Time• Quality Assurance


Workflow Areas

• Appointments• Front Desk• Clinical

Triage/Intake• Diagnostic Testing• Physician Services• Procedure/Surgery

Scheduling

• Ancillary Service Conversion

• Billing• Patient Follow-Up• Patient Service• Phone Calls• Other Interactions• Medical Records


Maintaining EHR Integrity


• Verify Record Standards

• Maintain Integrity of Patient Records

• Protect Against– Quality Lapses

– Fraud Claim

– Medical Professional Liability

• Support Professional and Industry Standards

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Clinical End of Day = Integrity


EOD Checklist Items

• Notes Signed Within X Hours/Days

• Messages Completed within Standards by Class

• Office Workflow Current

• Patient Portal Items Completed/Addressed

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EOD Checklist Items

• Incoming Documents/Images Reviewed

• Quality Assurance Measures

• EHR Interfaces Working– eRx

– Transitions of Care

– Orders (Lab, Radiology)

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EOD Checklist Items

• Patient Services Monitored– Procedure/Surgery Follow Up

– Referral Follow Up

– Reminder Transmission

– Reminder Follow Up

– Health Maintenance Items

– Outstanding Orders

– Obsolete Orders

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Periodic Checking

• Review Month Results and Trends

• Review Issues and Problems

• Develop and Maintain Issues Lists– Privacy and Security

– Procedures

– Clinical Content

– Workflow

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4 Answer Questions


Discover Kareo’s Role

“…Make Your Practice a Best Practice!”



• PAHCOM has approved 1 CEU credit.

• Each attendee will receive an email today with a link to request certification. Certificates will be mailed within the next few days.

• Attendees must be logged into the webinar to receive credit.

• Questions - email [email protected]

“…Make Your Practice a Best Practice!”

mailto:[email protected]



• Cloud-based

• Medical Billing

• Patient Payment Services

• Insurance Billing & Remittance

• Scheduling & Practice Management

• Electronic Health Records

• Medical Billing Services

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•Kareo EHR

• Selection



•Kareo EHR

• Demos

• Implementation



•Kareo EHR

• Selection

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4 Answer Questions


Let’s Answer Your Questions

888.775.2736 x1

[email protected]

http://www.kareo.com/chat

mailto:[email protected]

http://www.kareo.com/chat


Key Strategies for EHR Success

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