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Watch the recorded webinar here: http://kareo.ly/12SpWRK Dissatisfaction with electronic health record (EHR) performance is a continuing problem for practices trying to take advantage of EHRs and/or qualify for Meaningful Use. In many cases, problems are the result of a lack of design, analysis, and planning in the practice to drive the adoption and use of EHR. This webinar focuses on the key management approaches you should use to guide and document your due diligence in the use and adoption of an EHR. You’ll discover how to: • Make the transition from paper to electronic charts • Manage clinical decisions to support adoption and use • Maintain the efficacy and accuracy of your EHR-based records • Prevent your EHR from dominating your practice and patient interactions Ronald Sterling, a nationally recognized EHR consultant, author, and blogger lead this discussion.
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PAGE 1 KAREO | CONFIDENTIAL
Key Strategies for EHR Success
Starting Now…
PAGE 2 KAREO | CONFIDENTIAL
Your Hosts Today…
Ron SterlingSterling Solutions, Ltd.
Lea ChathamContent Marketing Manager, Kareo
PAGE 3 KAREO | CONFIDENTIAL
Our Schedule for Today…
1 Introduction & Welcome Ron
2 Key Strategies for EHR Success
3 Discover Kareo’s Role
4 Answer Questions
PAGE 4 KAREO | CONFIDENTIAL
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
PAGE 5 KAREO | CONFIDENTIAL
Our Schedule for Today…
1 Introduction & Welcome Ron
2 Key Strategies for EHR Success
3 Discover Kareo’s Role
4 Answer Questions
PAGE 6 KAREO | CONFIDENTIAL
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)
PAGE 7 KAREO | CONFIDENTIAL
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
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Paper Transition to EHR
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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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PAGE 11 KAREO | CONFIDENTIAL
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
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Make Sure Clinical Content Works
• Gather Current Clinical Forms• Inventory Clinical Content Needs• Doctors• Clinical Services• Subspecialties• Practice Focus• Sample Documents
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Make Sure Clinical Content Works
• Evaluate EHR Clinical Content• Validate Appropriateness• Check Breadth and Depth• Match to Current Clinical Areas• Personalize to Practice Standards
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EHRize Your Workflow• Identify Changes to
Responsibilities• Departments• Employees• Other Parties
• Plan, Analyze and Design• Improve Patient Service• Cut Response Cost/Time• Quality Assurance
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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
PAGE 17 KAREO | CONFIDENTIAL
Maintaining EHR Integrity
PAGE 18 KAREO | CONFIDENTIAL
• 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
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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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PAGE 23 KAREO | CONFIDENTIAL
Our Schedule for Today…
1 Introduction & Welcome Ron
2 Key Strategies for EHR Success
3 Discover Kareo’s Role
4 Answer Questions
PAGE 24 KAREO | CONFIDENTIAL
Discover Kareo’s Role
“…Make Your Practice a Best Practice!”
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Discover Kareo’s Role
• 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!”
PAGE 26 KAREO | CONFIDENTIAL
Discover Kareo’s Role
• Cloud-based
• Medical Billing
• Patient Payment Services
• Insurance Billing & Remittance
• Scheduling & Practice Management
• Electronic Health Records
• Medical Billing Services
20,000 Providers Nationwide
PAGE 27 KAREO | CONFIDENTIAL
Discover Kareo’s Role
•Kareo EHR
• Selection
PAGE 28 KAREO | CONFIDENTIAL
Discover Kareo’s Role
•Kareo EHR
• Demos
• Implementation
PAGE 29 KAREO | CONFIDENTIAL
Discover Kareo’s Role
•Kareo EHR
• Selection
• Implementation
• Support
PAGE 30 KAREO | CONFIDENTIAL
Discover Kareo’s Role
PAGE 31 KAREO | CONFIDENTIAL
Our Schedule for Today…
1 Introduction & Welcome Ron
2 Key Strategies for EHR Success
3 Discover Kareo’s Role
4 Answer Questions
PAGE 32 KAREO | CONFIDENTIAL
Let’s Answer Your Questions
888.775.2736 x1
http://www.kareo.com/chat
PAGE 33 KAREO | CONFIDENTIAL
Key Strategies for EHR Success
Thank you for attending!
