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Disclaimer This webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some state laws. This should not be used as legal advice. Itentive recognizes that there is not a “one size fits all” solution for the ideas expressed in this webinar; we invite you to follow up directly with us for more personalized information as it pertains to your specific practice and issues. Thank you, and enjoy the webinar.

ITENTIVE WEBINAR SERIES Provider Productivity After Your 8.3 Upgrade

Provider Productivity Post Upgrade In this session we will cover: • 8.3 Overview • Common mistakes made when upgrading • Lessons learned from past upgrades • Set up options and workflow ideas

What is driving the move to 8.3 • The need to meet Meaningful Use Requirements • The need to be prepared for ICD10 • Improved workflow and flexibility • Configuration verses customization • Foundation set • And………………………

The belief that 8.3 will be sooooo much better and you will have happy providers singing your praises for giving them such a wonderful upgrade….

If you Have Upgraded…. How is that Working Out so Far?

Instead of high fives are you hearing? • It is slow • I don’t know where anything is • There are too many clicks • There are too many screens • Why do I have to do this • Whose idea was this anyway • I HATE THIS!!!!!

WHAT! You Haven’t Upgraded yet?

Or You Just Realized That You Need Yet Another KBM Upgrade In Order to Meet:

ICD10 Deadline October 1, 2015 Meaningful Use 2015 Requires a full Reporting Year using 2014 Guidelines

There is still time but the clock is ticking…

How Long Does it Take to Upgrade to 8.3? There are multiple influences that will affect your time table such as:  Current hardware  Current database version & KBM  Available resources for configuration, moving customizations, testing, training, support

Does Anyone Even Know What the Latest KBM Version Is? • The Current Version In General Release as of 11/24/2014 is KBM 8.3.8.27 Hot Fix 4 • KBM 8.3.10 Release Schedule as Follows:  Beta Testing Period – 12/15/2014 – 01/23/2015  Beta Client Training – 12/15/2014 – 01/23/2014  Beta Production – 01/26/2015 – 02/27/2015  Go Live Support – 01/26/2015 – 02/27/2015  General Release – 03/09/2015

So why is KBM 8.3 so hard?

After all it is only an upgrade We have all done this before

Facts about KBM 8.3 • This is more than an upgrade…this is a conversion • It is a change in philosophy • There are major changes in workflow • MU 2 is not friendly and then we have ICD10 • Multiple Versions and Hotfixes • Continued Changes and Challenges

Steps You can Take to Reduce your Pain • If you haven’t upgraded  Learn from those who have  Take the time to plan it out correctly  Don’t skimp on training • If you have upgraded  Where does it hurt the most? Start there  Check for newly released versions and hot fixes • There have been many defects corrected since the original 8.3 • NextGen has worked with client focus groups on usability  Revisit your configurations and evaluate if changes will help  Consider additional training sessions

A Tale of Two Upgrades • Both large 100 + multispecialty practices • Both upgrading from KBM Version 8.1 • Both heavily customized • That is where their similarities end in the upgrade process

Practice A – Somewhere in the USA • Limited project planning • Determined to use KBM 8.3 out of the box • Only conducted the technical gap analysis with no workflow gap analysis • Limited provider involvement • Conducted webinar training for all providers with no requirement for attendance • No configuration other than what was mandatory for go live with a plan to “get to this after go live” • No schedule reduction • No on site go live support

Practice A – Results • Chaotic go live with unhappy patients and providers • Continuous loss of provider productivity • Missing data • Coding errors • And the planned configuration after go live has been put on hold as they are too busy putting out fires

Practice B – IU Goshen • Dedicated project manger with a detailed project plan • Desired to move to “Out of the Box” • Conducted both technical and workflow gap analysis • Based on findings, conducted configuration when warranted and customization to fill the gaps • Created specialty work groups • Conducted super user training • Enlisted provider champions • Trained, trained and trained again • Extensive go live support

IU Goshen - Results • Minimal productivity disruption at go live • Provider acceptance • Go Live resources reduced faster than expected • A successful go live

IU Goshen’s Favorite 8.3 Features • Time Savers:  New Toggling Functionality  Capability of being able to see messages in the task basket without opening it. Providers state that this saves some time when trying to quickly answer a few messages between patients and knowing which things can wait and which should be answered sooner  Sub Nav Quick Link Functionality • Enhanced Features:  System/Practice Configuration Options (decreases template customization needs)  Health Promotion Plan  Home Page Medical Chart Summary  Save Functionality for Favorites available on more templates

Let’s talk Configuration, Set Up and Features

Items That Can Be Configured • KBM Framework • Sub-Navigation • EHR Documents • Common and Favorite Diagnoses • KBM Panel Display • Lab and Radiology order Favorites

*Configuration Home Much of the Configuration that can be done on the Practice Level and on the Provider level can be done by starting with the System Template: *Configuration Home template

*Configuration Home To access the *Configuration Home template: • File  System/Practice Templates  *Configuration Home

*Configuration Home What is the *Configuration Home template? • New Navigation for System/Practice templates • Ease of accessing ‘Commonly Used’ System/Practice templates

Framework Content What can be configured: • Pill Bar, Sub-Navigation links, Reason for Visit, Physical Exam, Review of System, Medical/Family History popups, Procedures and Medical Chart Summary can all be configured by Specialty, Practice and/or Provider • Allows for ‘Configured’ workflow to meet both Practice and Provider needs

Framework Content • Ability to customize Tabs and Sub-Navigation on Practice and/or Provider level • Sub-Navigation can be set up to launch ‘Hard to Find’ templates

Configurable EHR Documents • Configure documents directly in EHR through Practice Template: Ngkbm Doc Config • Configured per Provider for Chart Note, Consult Note and Referral Letter

Configurable EHR Documents What are the Benefits of configuring the EHR documents in the System/Practice templates rather than in Document Builder? • Gives the ability to Customize the following documents on the Provider level rather than only at the practice level:  Chart Note, Consult Note and Referral Letter • No Document Builder experience needed

Custom Common Assessments Common Assessments can be configured by Specialty for the practice to help find ‘Commonly Used’ diagnoses

Custom Common Assessments Common Assessments • can be configured by Specialty for the practice to help find ‘Commonly Used’ diagnoses Configurable in the • Practice Ngkbm Dx Common Assessment template Specialties will be set • up out of the box but diagnoses can be changed at any time

Custom Common Assessments • Helps reduce the need of Diagnosis Code Lookup • Makes selecting diagnosis for today’s visit faster

Patient Information Bar How can the Patient Information Bar be useful? • The Patient Information Bar can be used to show a quick snapshot of important patient information • Quick access to Allergies, Problems, Diagnoses and Medications modules • Ability to view demographics, insurance, patient’s pharmacy and other providers

Patient Information Bar • Configure the Patient Information Bar with relevant information for your practice • Able to have three Patient Demographic Information, three Custom popups and three custom table fields

Panels in KBM Panels are Movable and Collapsible • Allows for configurable workflow by user • Effectively decreases scrolling with the ability to collapse all panels • Panel Order and Collapsed preferences will be retained by template when logging on

*SOAP Quick Note Benefits of the Quick Note: • Gives you the ability to save a complete *SOAP Note and recall it for any patient • Will save everything on the *SOAP template except Vital Signs • Allows for major time saving, if used properly • Quickly recall full documentation on a routine/common visit in your practice