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2017ANNUALCONFERENCE

PRE-CONFERENCE MAY 10 • CONFERENCE MAY 11-12HOLIDAY INN CHICAGO MART PLAZA, RIVER NORTH

PRE- CONFERENCE WEDNESDAY, MAY 10, 2017

2017ANNUAL CONFERENCE AllianceChicago • 2

8 AM – 12 PM EMR Manager Training Advanced

8 AM – 12 PM Revenue Cycle Management Training Administration Setup Best Practices

8 AM – 12 PM Clinical Content Symposium

1 PM – 5 PM EMR Manager Training 3rd Party Functionality and DATA Warehouse Training

1 PM – 5 PM Revenue Cycle Management Training Workflow Best Practices

1 PM – 5 PM Thriving as a Learning Healthcare System through Research and Quality Improvement

Western Stage HouseJaimie Bubb, Christina Kim, Ekem Merchant-Bleiberg & Carlos Salgado — AllianceChicago

Sabrina Lakin — North Country HealthCare

Merchants HotelAngela Heneise — Visualutions Nancy Gifford — AllianceChicago

Sauganash Grand BallroomSebastian Clavijo, Andrew Hamilton, Jessica Park, Timothy Long, MD, Azin Tanni, Andrea Wilson — AllianceChicagoAmanda Mander, Deb Diya, Jean Cannella — GE Healthcare

Western Stage HouseJaimie Bubb, Christina Kim, Ekem Merchant-Bleiberg & Carlos Salgado — AllianceChicagoLaura Josephson — Friend Family Health Center

Merchants HotelAngela Heneise — Visualutions Nancy Gifford — AllianceChicago

Sauganash Grand Ballroom AllianceChicago Research TeamKate Balsley, Jen Brown & Lisa Hirschhorn, MD — Northwestern University David Buchanan, MD — Erie Family Health CenterWarria Esmond, MD — Settlement HealthHirut Kassaye — Health Choice NetworkMunawar Sultana, MD — Near North Health Service Corporation

2017ANNUAL CONFERENCE

PRE- CONFERENCE SESSION DESCR IPT IONS

EMR Managers Training ADVANCED

8:00 AM - 12:00 • Western Stage HouseJaimie Bubb, Christina Kim, Ekem Merchant-Bleiberg & Carlos Salgado — AllianceChicago

Sabrina Lakin — North Country HealthCare

This 4 hour pre-conference session offers curriculum to support your current and/or future EMR managers. It will concentrate on the management, EMR Manager Training maintenance, and optimization of the Centricity Administration module. It will provide guidance around end user training plans as it relates to Quality Improvement. The Quality of Care checklist and forms that support it will be a focus during this session.

Learning objectives: • Learn management and maintenance of the Administration module of

the EMR

• Dive deep into the administrative module of Centricity where the EMR is setup and maintained, including users, orders, preferences, encounters, etc.

• Discuss the development and rollout of an end user training plan with a focus on Quality Improvement

Recommended Attendees: Clinical Staff, EMR Managers, Clinical Leads, EHRS Superusers and Trainers

Revenue Cycle Management ADMINISTRATIVE SETUP BEST PRACTICES

8:00 AM - 12:00 PM • Merchants HotelAngela Heneise — Visualutions Nancy Gifford — AllianceChicago

This 4-hour pre-conference session offers curriculum to support your practice management staff with Administrative setup Best Practices. The focus will be on consistency within the administration module setting up Insurances, Schedules, Sliding scale fee schedule maintenance, for example. Learn how this can help you understand your payer mix, track your remits, and tighten the tracking of your AR. The session will be facilitated by Angela Heneise, CPC, CMPA, Senior Professional Services Consultant for Visualutions. This session will include insight from health center staff.

Learning Objectives: • Hour 1: Optimize workflow for Practice Management Administration

Build: FOCUS- EDI tables (Company, Facility, Responsible Provider, Insurance Carrier and Real-Time Eligibility, Procedure Tables and Fee Schedules)

• Hour 2: Optimize workflow for Building Schedules: FOCUS – General Setup: Allocations, Resources, Blocks, Double Booking, and Template Optimization

• Hour 3: Optimizing workflows for Insurance Builds: FOCUS – Insurance Groups, Insurance Carriers, Selecting the correct type (Private, Medicaid, etc.)

• Hour 4: Optimize workflows for utilizing Visanalytics: FOCUS – Reports Store, Loading Reports, Managing updates to Reports, Validating Data, Reports Schedule (which reports to run, when to run them and why)

Recommended Attendees: EMR Managers, EMR Technicians, Billing Staff, Office Managers, ICD-10 Leads and PM Team Leaders

AllianceChicago • 3


Clinical Content Symposium

8:00 AM - 12:00 PM • Sauganash Grand BallroomSebastian Clavijo, Andrew Hamilton, Jessica Park, Timothy Long, MD, Azin Tanni, Andrea Wilson — AllianceChicago

Amanda Mander, Deb Diya, Jean Cannella — GE Healthcare

This symposium is an opportunity to discuss the development, use, and ongoing adoption of the Alliance EHR and Alliance Clinical Content. Are you looking to learn more about key topics of developing Alliance EHRS Clinical Content? Do you want to learn more about how the current content will transition to GE EMR Platform – Project Northstar? Do you have a yearning to meet clinical champions from other health centers? Do you want to discuss shared opportunities for advancement of EHR use, to ultimately improve patient care? If so, then attend this symposium!

Learning objectives: • Understand the transition from the current EMR platform to the new

GE web-based platform

• Learn and discuss key topics that impact Alliance Clinical Content and the EHR

• Engage in transparent discussion about Alliance Clinical Content and EHR use

• Provide an opportunity to voice feedback and ideas for Alliance Clinical Content improvement

Recommended Attendees: Medical Directors, Clinical Champions, Providers/Clinical Staff Interested in EHR Use and Clinical Content Development, EMR Managers and Trainers, and QI/Data Reporting Staff

EMR Manager Training 3RD PARTY FUNCTIONALITY AND DATA WAREHOUSE TRAINING

1:00 PM – 5:00 PM • Western Stage HouseJaimie Bubb, Christina Kim, Ekem Merchant-Bleiberg & Carlos Salgado — AllianceChicago

Laura Josephson — Friend Family Health Center

This 4-hour pre-conference session offers curriculum to support the maintenance and optimization of 3rd party functionalities. It will concentrate on the management of some common add-on products, including: ESM Console (e-prescribing), EMR Link (labs), Surescripts Patient Portal, Data Warehouse, and the Meaningful Use Clinical Quality Reporting (CQR) Tool.

Learning Objectives: • Learn management and maintenance of add-on functionalities

• Review optimization opportunities for third party pro

• Optimizing workflows for Insurance Builds: FOCUS – Insurance Groups, Insurance Carriers, Selecting the correct type (Private, Medicaid, etc.)

• Discuss the development of provider dashboards from the Data Warehouse

Recommended Attendees: Clinical Staff, EMR Managers, Clinical Leads, QI Staff and Reporting Leads



Thriving as a Learning Healthcare System through Research and Quality Improvement

1:00 PM – 5:00 PM • Sauganash Grand Ballroom AllianceChicago Research Team

Kate Balsley, Jen Brown & Lisa Hirschhorn, MD — Northwestern University

David Buchanan, MD — Erie Family Health Center

Warria Esmond, MD — Settlement Health

Hirut Kassaye — Health Choice Network

Munawar Sultana, MD — Near North Health Service Corporation

This 4-hour pre-conference session offers actionable guidance in seamlessly implementing the Learning Healthcare System model in community health centers. The Learning Health System fosters an approach that leverages data to integrate learning and improvement opportunities within clinical practice to drive high quality, efficient, evidence-based practice and patient care. This session will concentrate on the steps needed to effectively integrate efforts for innovation, quality, safety, and value in health care at your health center. This session will describe how research and quality improvement initiatives may inform patient care and influence patient outcomes.

Learning objectives: • Explore the key principles of a Learning Healthcare System, including

methods, system considerations, and processes

• Discuss current examples of research and quality improvement projects underway at Alliance health centers and how they support the Learning Healthcare System

• Define Next Steps for you and your health center to achieve an active and thriving Learning Healthcare System

Recommended Attendees: Clinical Leadership, Clinical Staff Interested in QI/Research, including Practice Management and Care Coordination Staff, and QI/Data Reporting Staff

Revenue Cycle Management WORKFLOW BEST PRACTICES

1:00 PM – 5:00 PM • Merchants HotelAngela Heneise — Visualutions Nancy Gifford — AllianceChicago

This 4-hour pre-conference session offers curriculum to support your practice management staff with Revenue Cycle Management Workflow Best Practices. The focus will be on revenue cycle workflows from Front Desk, Registration, Payment Collection through Billing and Finance Reporting. The session will be facilitated by Angela Heneise, CPC, CMPA, Senior Professional Services Consultant for Visualutions. This session will include insight from health center staff.

Learning Objectives: • Hour 1: Optimize workflows for Pre-Registration, Registration, and

Data Integrity

• Hour 2: Optimize workflow for Managing Schedules —Advanced Features, Template maximization, Sets and Chains, Recalls, Waiting List, Views

• Hour 3: Optimize Payment Collection and Billing workflows to reduce rejections

• Hour 4: Optimize Reports daily, weekly, and monthly to maximize visibility of revenue cycle opportunities

Recommended Attendees: Front and Back Billing Staff, Office Managers, ICD-10 Leads and PM Team Leaders



7:45 – 8:25 AM Registration & Breakfast Wolf Point Ballroom, 15th floor

8:30 – 8:45 AM Welcome Sauganash Ballroom, 14th floorFred Rachman, MD — AllianceChicago

8:45 – 9:15 AM Innovating for Better Health: Framing Our Work Ahead Sauganash Ballroom, 14th floorFred Rachman, MD — AllianceChicago

9:15 – 10:15 AM Conference Overview, Ice Breaker & Introductions Sauganash Ballroom, 14th floorKaren Iversen & Sarah Rittner — AllianceChicago

10:15 – 10:30 AM Break

10:30 – 11:30 AM Keynote Presentation: What Healthcare Can Learn From Other Sectors Sauganash Ballroom, 14th floorChris Conley — Two Bit Ventures

11:30 AM – 12:45 PM Lunch: Sponsored by GE Healthcare Wolf Point Ballroom, 15th floorChad Dodd — GE Healthcare

SAUGANASH BALLROOM MERCHANTS HOTEL WESTERN STAGE HOUSE STEAMBOAT HOTEL

1:00 – 2:00 PM Saving Precious Time with EPCS and EMPA Andrew Premvardhan — GE Healthcare

Visualutions Referral Tracking Tool Sabrina Lakin, Anabel Ledford & Alma Moctezuma — North Country HealthCare

Painting the Full Picture: Integration of Primary Care and Behavioral Health Susie Foster & Bridget Schafer — Hill Country Health and Wellness Center

Investing in a Provider Training Program Irwin Aguilar & Tanya Larson — Erie Family Health Center


AGENDA FULL DAY 1 THURSDAY, MAY 1 1 , 2017



2:15 – 3:15 PM Hosted Claims Manager, Centricity EDI, and DenialsIQ Nancy Trace — GE Healthcare

Managing Internal Referrals Mary Kay Herman — Metro Community Provider Network

Improving Referral Tracking and Completion Claudia Burchinal — Erie Family Health Center

School-Based Health: Success by Way of Partnership and Perseverance Alejandro Romillo — Health Choice Network

Performance of 2015 U.S. Preventive Services Task Force Screening Criteria to Detect Hyperglycemia in Community Health Centers Matt O’Brien, MD — Northwestern University

Health Management for Smoking Cessation in Community Health Center Populations: The Choose to Change StudyBrian Hitsman, PhD — Northwestern University

3:30 – 4:30 PM Project Northstar: The Intelligent Orders Module. Get Ready! Amanda Mander & Don Sepulveda — GE Healthcare

Improving Cultural Competency and Treatment of Transgender Patients in a Chicago-based FQHCAmiel Rysdahl & Olivia Vitolo — Heartland Health Outreach

Tips on Managing No Shows Joan Walker — Archer Family Health Care

Improving No Show Rates Kim Neumann, MD — People’s Community Health Clinic

Clinical Quality Champions Panel Timothy Long, MD — AllianceChicagoSandra Candelaria — Howard Brown HealthCrystal Flowers — Near North Health Service CorporationDavid Buchanan, MD — Erie Family Health CenterHirut Kassaye — Health Choice NetworkTania Hossain, MD — Heartland Health Centers

Support Services Concierge available 11 AM – 3 PM


AGENDA FULL DAY 1 (C O N T I N U E D) THURSDAY, MAY 1 1 , 2017



4:45 – 5:45 PM CPS 12 Tips and Tricks Sabrina Lakin — North Country HealthCare

Timothy Long, MD — AllianceChicago

IT Infrastructure Discussion Matthew Sterling — AllianceChicago

An Introduction to GE’s Immunization Form Jennifer Morrison — Infant Welfare Society of Chicago, Angel Harvey Family Health Center

Iowa’s Clinically Integrated Network and Practice Transformation DynamicAmit Bansal & Theodore Boesen — Iowa Primary Care Association

6:00 PM AllianceChicago’s 20th Anniversary Happy Hour: Sponsored by BKD, Enli, InDxLogic, Medfusion, Quest Diagnostics & Visualutions Wolf Point Ballroom, 15th floor



AGENDA FULL DAY 1 (C O N T I N U E D) THURSDAY, MAY 1 1 , 2017


7:30 – 8:30 AM Registration & Breakfast Wolf Point Ballroom, 15th floorAllianceChicago-wide CMO/Clinical Leaders Kick-Off Meeting Steamboat Hotel, 14th floorTimothy Long, MD — AllianceChicago

8:30 – 9:15 AM Leveraging Health IT to Build a Learning Health System Sauganash Ballroom, 14th floorAndrew Hamilton — AllianceChicago


9:30 – 10:30 AM Saving Precious Time with EPCS and EMPA Andrew Premvardhan — GE Healthcare(Repeat of Day One)

Integrating CPS12 with Medfusion Online Payment System Ann Rayford — Nursing Practice Corporation

Patient Engagement Tactics: What’s Working Tanya Larson and Rebecca Wiedmeyer — Erie Family Health Center

Integrating Health Coaching Interns into the Medical Home at an FQHC Lori Pearlmutter and Shawn Pendergast — North Country HealthCare

MU: Meaningful Use is Dead…oh, wait just kidding! Medicaid MU, QPP and Shift from Volume to Value Kate Balsley, Sam Ross, Theresa Walunas, PhD — CHITRECJanet Baxter — AllianceChicago

10:45 – 11:45 AM Centricity Payer Provider Connect Neelima Akula — GE Healthcare

Building a Quality Team Dave Faldmo, Erin HoeflingGayle Loebsack andMichael Piplani, MD — Siouxland Community Health Center

Practice Operational Health: A FQHC Revenue Cycle Case Study Malikah Hodo & Lisa Campbell, PhD — Family Christian Health Center

You Are Not Alone: Technical Support for MU and QPP Goals Kate Balsley, Sam Ross, Theresa Walunas, PhD — CHITRECJanet Baxter — AllianceChicago

12:00 – 12:45 PM Supporting the Work Ahead: AllianceChicago Role and Strategy Fred Rachman, MD — AllianceChicago


AGENDA FULL DAY 2 FR IDAY, MAY 12 , 2017



1:00 – 2:00 PM Lunch Wolf Point Ballroom, 15th floor

2:15 – 3:15 PM Hosted Claims Manager, Centricity EDI, and DenialsIQ Nancy Trace — GE Healthcare(Repeat of Day One)

Clinical Content: A Year in ReviewSebastian Clavijo, Timothy Long, MD, Jessica Park & Azin Tanni — AllianceChicago

EMR Support: From Troubleshooting to Escalation Nancy Gifford — AllianceChicago

The Impact of Competing CHC Provider Responsibilities on an EHR-Based InterventionLiz Adetoro — AllianceChicago

3:30 – 4:30 PM AllianceChicago Data Warehouse: Preparing for Value-Based Care Andrew Hamilton, Amro Hassan, Jessica Park, Sandra Tilmon, Mark Steinberg, Cori Stewart — AllianceChicago

Value Based Reimbursement for FQHCs Christopher Pauwels — AllianceChicago

HIPAA Roundtable: Do You Know How to HIPAA? Janet Baxter & Nancy Gifford — AllianceChicago

IT Q & A SessionMatthew Sterling — AllianceChicago

4:30 PM Evaluations and Farewells



AGENDA FULL DAY 2 (C O N T I N U E D) FR IDAY, MAY 12 , 2017


Saving Precious Time with EPCS and EMPA (Presentation repeated on day two)Andrew Premvardhan — GE Healthcare1:00 – 2:00 PM • Sauganash Ballroom

In this session, learn how Electronic Prescribing of Controlled Substances (EPCS) and Electronic Prescribing of Electronic Medication Prior Authorization (EMPA) can save your practice valuable time, improve the patient experience, and enhance security. We’ll review what is required to take advantage of these time-saving solutions and share reactions from early adopters.

Recommended Attendees: Provider Champions, EMR Managers, Nursing Leads, EHR Superusers, Providers

Hosted Claims Manager, Centricity EDI, and DenialsIQ(Presentation repeated on day two)Nancy Trace — GE Healthcare2:15 – 3:15 PM • Sauganash Ballroom

The Power of a Closed Loop Solution Hosted Claims Manager is an ideal complementary solution to DenialsIQ™, our advanced analytics solution that uncovers unseen trends based on your claim denials. Uncover coding patterns/denials in DenialsIQ then look to what can be resolved with Hosted Claims Manager to prevent future denials and rework; thus creating a closed loop solution.

Learn how Centricity EDI Services can help you deliver improved financial performance and profitability by reducing costs and improving workflow efficiencies. From eligibility to analytics, we have you covered with coordinated workflows, deep payer knowledge and continuous innovation.

Recommended Attendees: Provider Champions, EMR Managers, Operations Leads, Practice Management Leads, Billing Leads

Project Northstar: The Intelligent Orders Module. Get Ready! Amanda Mander & Don Sepulveda — GE Healthcare3:30 – 4:30 PM • Sauganash Ballroom

The new Intelligent Orders software module is coming soon to a practice near you! Are you ready for it? In this session, we’ll demo the Intelligent Orders module and share new features and functionality. We’ll also talk about the steps your practice can take to prepare for implementing this next generation software.

Recommended Attendees: Provider Champions, EMR Managers, Nursing Leads, EHR Superusers, Providers, Operations Leads, PCMH Leads, QI Staff

CPS 12 Tips and Tricks4:45 – 5:45 PM • Sauganash BallroomSabrina Lakin — North Country HealthCare Timothy Long, MD — AllianceChicago

Learn how to improve the speed in which everyday tasks are completed in CPS by utilizing quick text, keyboard shortcuts, and other workflow improvements. Collaborate with other users to share their most helpful shortcuts and time saving tricks. We’ll walk through forms and processes used to make CPS more efficient for all users!

Session Objectives: • Learn how to navigate the Centricity CPS 12 application more efficiently

• Understand the role of EMR Managers and their role in educating staff how to use the software

• Share best practices in teaching tips and tricks of the electronic medical record!

Recommended Attendees: Medical Leaders, Providers, Clinical Super Users, Care Coordinators, EHR Managers


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE SAUGANASH BALLROOM • 14TH FLOOR


Visualutions Referral Tracking Tool1:00 – 2:00 PM • Merchants HotelSabrina Lakin, Anabel Ledford, Alma Moctezuma — North Country HealthCare

See how easy it is to track outbound referrals (orders) to specialists! During this session you will learn how to pull data from orders in CPS and feeds all documentation back into CPS’ Orders, divide the workload into different task lists/teams, eliminate the need for alerts/flags to track orders/referrals, document appointment date and time with specialist, create reminders to follow up on an outbound referrals, “snooze” referrals to a different list until a specific date, easily track all outbound referrals to each specialist and use the automatic form generation to request feedback from specialists, on outstanding consult notes.

Recommended Attendees: Care Coordination Staff, Case Managers, EHRS Managers

Managing Internal Referrals & Improving Referral Tracking and Completion2:15 – 3:15 PM • Merchants Hotel

Managing Internal Referrals Mary Kay Herman — Metro Community Provider Network

Metro Community Provider Network (MCPN) is currently working on developing a new procedure for managing internal referrals. Within Community Health Centers there are typically a large number of referrals that can occur internally, for example Medical to Behavioral Health or Dental; Behavioral Health to Care Coordination; Dental to Health Education; the list goes on. But what is the best way to manage these referrals? Using the Referrals module in Centricity? Using another order type in Centricity? Other tracking mechanisms? While we are currently reviewing our processes and hope to come up with a solution, we would love to hear how other Health Centers are currently managing this process and what is working and not working for others.

Session Objectives: • Learn how organizations are managing referrals to others within their

organization.

• Determine what factors may influence workflows around Internal Referrals. (Are ‘warm handoffs’ possible, who manages the process, etc).

• Understand the pros and cons of the different options available within Centricity and are there options that work without Centricity.

Recommended Attendees: EHRS Managers, Clinical Champions, Care Coordination Staff


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE MERCHANTS HOTEL • 14TH FLOOR


Managing Internal Referrals & Improving Referral Tracking and Completion (Continued)2:15 – 3:15 PM • Merchants Hotel

Improving Referral Tracking and Completion Claudia Burchinal — Erie Family Health Center

This session describes Erie’s successful initiative to ensure that patients were completing hospital referrals on a regular and timely basis. Based on provider feedback, Erie recognized that patient test results were often not available in the medical records, reflecting that either hospitals were not providing results or referrals were not being completed. Consequently, Erie engaged a multi-disciplinary team and an external Six Sigma expert from Northwestern Medicine in an organization-wide process improvement project to improve referral tracking and completion. Patient focus groups revealed that patients did not fully understand what to expect when given a referral and did not know who to contact with questions. Providers and referral staff identified other systemic challenges. As a result of these findings, Erie undertook several activities and was able to double the referral completion rate for both diagnostic and specialty referrals, and both staff and patients are much more satisfied with the process. This session will describe key strategies to ensure these successful efforts and next steps toward continued improvement.

Session Objectives: • Understand the key steps to ensure effective tracking of referrals.

• Identify key steps to ensure successful referral completion.

• Identify effective strategies to improve staff and patient satisfaction with the referral process.

Recommended Attendees: Operations Staff, EHRS Managers, Clinical Champions

Improving Cultural Competency and Treatment of Transgender Patients in a Chicago-based FQHC3:30 – 4:30 PM • Merchants HotelAmiel Rysdahl & Olivia Vitolo — Heartland Health Outreach

In this session, the process and initial outcomes of efforts to increase staff cultural competency and clinical treatment regarding transgender individuals from a multi-disciplinary perspective will be discussed. Presentation will involve overview of initial workflow and systems interventions, results, and ongoing challenges.

Session Objectives: • Recognize the established need for transgender care in clinical settings.

• Understand the available interventions to improve transgender care.

• Receive a call to action to overcome systemic barriers to continued improvement.

Recommended Attendees: Provider Champions, Nursing Leads, Clinical Staff, EHRS Managers, Practice Management Staff

IT Infrastructure Discussion4:45 – 5:45 PM • Merchants HotelMatthew Sterling — AllianceChicago

Learn about the AllianceChicago IT Infrastructure and discuss best practices for your health center’s setup. This is a discussion with our Director of IT, Matt Sterling, and other AllianceChicago IT team members to provide an update on AllianceChicago IT activities, as well as discuss our usage of Citrix, Cisco, and NetApp technologies in our environment. Bring any ideas or questions you have for an interactive and creative conversation!

Recommended Attendees: Anyone interested in learning more about the IT Infrastructure!


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE MERCHANTS HOTEL • 14TH FLOOR


Painting the Full Picture: Integration of Primary Care and Behavioral Health1:00 – 2:00 PM • Western Stage HouseSusie Foster & Bridget Schafer — Hill Country Health and Wellness Center

This presentation will discuss the path to integration of Medical Care and Behavioral Health at Hill Country. We will discuss where we started and what the model looks like today. This will include a demonstration and discussion around the new Screening Gateway form requested by Hill Country and being built by the Alliance. We will discuss the role of our Behavioral Health Consultants and Behavioral Health Care Coordinators on the care teams. Lastly, we will discuss how we have integrated Medication Assisted Treatment into our Primary Care Teams.

Session Objectives: • Know the current layout of the Hill Country Care Teams.

• Review the application of the new Screening Gateway form.

• Understand the integration of MAT into Primary Care.

Recommended Attendees: Behavioral Health and Substance Abuse Staff, Clinical Staff, PCMH Staff

School-Based Health: Success by Way of Partnership and Perseverance2:15 – 3:15 PM • Western Stage HouseAlejandro Romillo — Health Choice Network

During this session, we will review the journey of school-based health services offered by FQHCs in the Miami-Dade County, Florida – which is the 4th largest school district in the county. We will discuss how and why this partnership for funding has led to additional value-based care solutions for our community and health center bottom lines. The importance of clinical outcomes data via school-based health will be discussed. Key performance indicators of health (leading to graduation) will be highlighted. In addition, we will explore what the impact of successful health-based outcomes means for future tax payers.

Session Objectives: • Understand the technology in use within the health center, the Health

Center Controlled Network, school-based clinics and partnership coalition.

• Identify next steps for school-based initiatives and how it is being replicated

• Discuss school-based health best practices to achieve excellent clinical outcomes

Recommended Attendees: School-Based Health Center Leadership, Clinicians and Provider Champions, Fiscal and Managed Care Stakeholders, Senior Leaders


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE WESTERN STAGE HOUSE • 14TH FLOOR


Tips on Managing No Shows & Improving No Show Rates3:30 – 4:30 PM • Western Stage House

Tips on Managing No Shows Joan Newell Walker — Archer Family Health Care

This presentation will provide workflow processes on how to manage No Show patients through use of the front office staff and schedule monitoring.

Session Objectives: • Understand Archer’s workflow processes on managing patient No Shows

• Receive useful tips to share back to your health centers on how to manage No Shows

• Learn how to decrease No Shows by patient awareness of their role in the appointment

Recommended Attendees: Clinical Champions, Practice Management Leads and Administrators, Front End Supervisors

Improving No Show Rates Kim Neumann, MD — People’s Community Health Clinic

Come to this session and get challenged on how to move on the topic of No Show Rates rather than just complain and live with it! People’s Community Health Clinic has managed to cut our no show rate nearly in half in the past two years.

Session Objectives: • Understand the approach People’s Community Health Clinic is using

to cut no show rates in half

• Discuss how to determine if your process if effective

• Work on how to set clear expectations for patients

Recommended Attendees: Medical Directors, Senior Leadership, Operations Leads

An Introduction to GE’s Immunization Form4:45 – 5:45 PM • Western Stage HouseJennifer Morrison — Infant Welfare Society of Chicago, Angel Harvey Family Health Center

Join us for an introduction to GE’s immunization form! We will give an overview of its workflow and discuss the benefits and barriers our health center has encountered since implementing this form in our EMR over one year ago.

Session Objectives: • Receive an introduction to GE’s Immunization form and workflows

for entering and preloading vaccines.

• Understand the benefits of using the form including:

– Creating custom lists and vaccine schedules for your clinic

– Have the ability to edit and remove vaccines after submitting

– Rename and remove vaccines in dropdown to reduce errors

– Preload lots and expiration dates in addition to dosage, NDC, etc.

– Document why vaccines were not given directly into history

• Discuss several struggles in implementing this form, continued challenges, and effective strategies IWS or other health centers have found surrounding:

– Cumbersome preloading

– HTML pop-up creating time lag and annoyance for someone accidentally clicking through

– Inability to document PPDs

– Documenting combination vaccines

Recommended Attendees: Clinical Champions and Staff, EHRS Managers,


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE WESTERN STAGE HOUSE • 14TH FLOOR


IT Staff, Medical Directors, Nursing Leadership, Providers

Investing in a Provider Training Program1:00 – 2:00 PM • Steamboat HotelIrwin Aguilar & Tanya Larson — Erie Family Health Center

This session will present attendees a comprehensive overview of the new provider EMR training process for Erie Family Health Center. Effectively training new providers to use the EMR comes with many challenges. We’ll share our identified challenges as well as our opportunities for improvement. Then, we’ll present our framework for expanding new provider EMR training and improving provider engagement. We’ll discuss curriculum, time commitment, learning tools, and ongoing training. To conclude, we’ll share our successes and goals moving forward. We aim to instill new providers with stronger EMR skills and optimize workflows to achieve greater productivity and the highest quality of care.

Session Objectives: • Share lessons learned and provide attendees with an overview of

Erie’s new provider EMR onboarding processes.

• Describe important roles and responsibilities of our Clinical Systems Trainer.

• Provide tools and tips for optimizing provider EMR adoption.

Recommended Attendees: Providers, Medical Directors, EHRS Managers, Clinical Champions

Performance of 2015 U.S. Preventive Services Task Force Screening Criteria to Detect Hyperglycemia in Community Health Centers2:15 – 3:15 PM • Steamboat HotelMatt O’Brien, MD — Northwestern University

Screening for prediabetes and diabetes has been recommended by many expert groups to improve diabetes prevention and treatment. This presentation describes ongoing work by Northwestern University and AllianceChicago to examine current diabetes screening guidelines, identify and explain significant disparities as they relate to CHC patients, and opportunities for improved screening criteria to improve health outcomes in CHC patients.

Session Objectives: • Describe a retrospective observational study evaluating the performance

of current USPSTF diabetes screening recommendations when applied to Electronic Health Record System (EHRS) data in a network of community health centers (CHCs).

• Discuss the results of quantitative data findings and the potential impact on high-risk populations where opportunities for screening may be missed by the current USPSTF screening criteria.

• Identify the opportunity for future studies to investigate whether current screening criteria contribute to diabetes-related disparities.

Recommended Attendees: Care Coordination Staff, Case Managers, Clinical Champions, Clinical Staff, Data and Reporting Staff, Medical Directors, Providers, Research Staff


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 1 1 , 2017IN THE STEAMBOAT HOTEL • 14TH FLOOR


Health Management for Smoking Cessation in Community Health Center Populations: The Choose to Change Study2:15 – 3:15 PM • Steamboat HotelBrian Hitsman, PhD — Northwestern University

Nearly half of smokers fail to receive smoking cessation treatment during primary care visits. Increased access is critical for vulnerable populations who carry a high burden of tobacco-related disease but are especially likely to lack motivation to quit. This presentation will describe the development, implementation, and evaluation of connecting an Alliance Network CHC’s electronic health record system to the Illinois Tobacco Quitline to allow for automated referral to initiate tobacco cessation treatment. Discussion of further roll-out of this project will be highlighted.

Session Objectives: • Discuss the complexities of safety net community health center patients

who smoke

• Describe the development and implementation of a population- and theory-based approach to automate EHR referral for tobacco cessation treatment

• Identify the potential impact of a population-based intervention for community health center smokers on a larger scale

Recommended Attendees: Behavioral Health, Substance Abuse Staff, Care Coordination Staff, Case Managers, Clinical Champions, Clinical Staff, Medical Directors, Nursing Leadership, Providers, Research Staff

Clinical Quality Champions Panel3:30 – 4:30 PM • Steamboat HotelTimothy Long, MD — AllianceChicago

This presentation will create a peer learning community around clinical quality measures. Health center clinicians and staff will share best practices and lessons learned in the process of improving some of the most challenging quality measures. We will hear directly from health centers on strategies from clinical workflows to technologic interventions to improve quality.

Session Objectives: • Actively engage in peer learning around Health People 2020 goals

• Synthesize new strategies for improving specific quality measures from health center staff

• Develop new strategies based on best practices implemented in peer health centers

Recommended Attendees: Providers, Nursing Leadership, Medical Directors, Clinical Staff, Clinical Champions, Care Coordination Staff


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 11, 2017IN THE STEAMBOAT HOTEL • 14TH FLOOR


Iowa’s Clinically Integrated Network and Practice Transformation Dynamic4:45 – 5:45 PM • Steamboat HotelAmit Bansal & Theodore Boesen — Iowa Primary Care Association

In 2014, nine Iowa FQHCs formed IowaHealth+, a clinically and financially integrated network, to build capacity for the move to value-based payments and to centrally contract with payers. Since then, two additional FQHCs have joined the network and it has demonstrated success within Iowa’s Medicaid program. This session will describe the motivation to create a structure that powers IowaHealth+, the network’s priority infrastructure. We will also discuss integration strategies, and future opportunities for partnership with payers. In particular, a detailed overview of the network’s transformation collaborative dynamic will be provided, which is a key effort to improve network/center efficiencies, standardize processes, and implement priority initiatives network-wide.

Recommended attendees: CEOs, CFOs, Quality Directors, and Clinical Leadership

AllianceChicago-wide CMO/Clinical Leaders Kick-Off Meeting7:30 – 8:30 AM • Steamboat HotelTimothy Long, MD — AllianceChicago

We are calling all Medical Directors, Providers, and Clinical Leaders to be a part of the first official AllianceChicago-wide forum for Clinical Leaders. Clinical outcome data from the AllianceChicago Data Warehouse will be shared and discussed as well.

Session Objectives: • Understand the goals and objectives of the AllianceChicago-wide CMO/

Clinical Leaders forum

• Discuss health centers’ clinical outcome data and compare it to the AllianceChicago aggregate data

• Provide feedback on opportunities to advance HIT engagement with providers

Recommended Attendees: Medical Directors, Clinical Champions, Nursing Leads, EHRS Managers, Senior Leadership, QI Staff

Saving Precious Time with EPCS and EMPA(Presentation repeated on day one) Andrew Premvardhan — GE Healthcare9:30 – 10:30 AM • Sauganash Ballroom

In this session, learn how Electronic Prescribing of Controlled Substances (EPCS) and Electronic Prescribing of Electronic Medication Prior Authorization (EMPA) can save your practice valuable time, improve the patient experience, and enhance security. We’ll review what is required to take advantage of these time-saving solutions and share reactions from early adopters.

Recommended Attendees: Provider Champions, EMR Managers, Nursing Leads, EHR Superusers, Providers


PRESENTAT ION DESCR IPT IONS THURSDAY, MAY 11, 2017 FRIDAY, MAY 12, 2017IN THE STEAMBOAT HOTEL • 14TH FLOOR KICK-OFF MEETING IN THE STEAMBOAT HOTEL • 14TH FLOOR

IN THE SAUGANASH BALLROOM • 14TH FLOOR


Centricity Payer Provider Connect Neelima Akula — GE Healthcare10:45 – 11:45 AM • Sauganash Ballroom

What’s New and Why It Matters Centricity™ Payer Provider Connect enables secure and near real-time data exchange between payers and providers to optimize revenue, reduce operational costs, decrease inefficiencies and enhance care quality for patients by capturing accurate health information for timely and clinically appropriate interventions. Payer Provider Connect is applicable for Medicare Advantage, ACA and Medicaid patient populations. In this session, learn how you can connect your practice with your payers and you’ll discover how data integration is revolutionizing how payers and providers collaborate to enhance care quality and patient outcomes. Lastly, we will also discuss the roadmap for Payer Provider Connect as we intend to expand the solution’s capability in the coming months and years.

Recommended Attendees: Medical Directors, Care Coordination Leads, EMR Managers, Practice Management Leads, Operations Leads, QI Staff

Hosted Claims Manager, Centricity EDI and DenialsIQ(Presentation repeated on day one) Nancy Trace — GE Healthcare2:15 – 3:15 PM • Sauganash Ballroom

The Power of a Closed Loop Solution Hosted Claims Manager is an ideal complementary solution to DenialsIQ™, our advanced analytics solution that uncovers unseen trends based on your claim denials. Uncover coding patterns/denials in DenialsIQ then look to what can be resolved with Hosted Claims Manager to prevent future denials and rework; thus creating a closed loop solution.

Learn how Centricity EDI Services can help you deliver improved financial performance and profitability by reducing costs and improving workflow efficiencies. From eligibility to analytics, we have you covered with coordinated workflows, deep payer knowledge and continuous innovation.

Recommended Attendees: Provider Champions, EMR Managers, Operations Leads, Practice Management Leads, Billing Leads

AllianceChicago Data Warehouse: Preparing for Value-Based Care3:30 – 4:30 PM • Sauganash BallroomAndrew Hamilton, Amro Hassan, Jessica Park, Sandra Tilmon, Mark Steinberg & Cori Stewart — AllianceChicago

This session will provide an overview of the key features and functionality necessary to support population health, managed care contract management, and tools to monitor patient care utilization of health services and impact on cost and quality of care. This session will also explore the new AllianceChicago Common Data Model (CDM) and discuss how this CDM can be used to improve efficiency of reporting and dashboard tools. Lastly, the session will discuss the potential use case for health centers to access their data in the CDM using Tableau.

Recommended Attendees: QI Staff, Data and Reporting Staff, Clinical Leads


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE SAUGANASH BALLROOM • 14TH FLOOR


Integrating CPS12 with Medfusion Online Payment System & Patient Engagement Tactics: What’s Working9:30 – 10:30 AM • Merchants Hotel

Integrating CPS12 with Medfusion Online Payment System Ann Rayford — Nursing Practice Corporation

This session will discuss the new online payment functionality with Medfusion.

Session Objectives: • Receive a demonstration on the Medfusion online payment functionality.

• Understand improved revenue collection.

• Learn how this functionality works at the Nursing Practice Corporation!

Recommended Attendees: EHRS Managers, Revenue Cycle Managers, Practice Management Leads

Patient Engagement Tactics: What’s Working Tanya Larson & Rebecca Wiedmeyer — Erie Family Health Center

Borrowing from the National eHealth Collaborative Patient Engagement Framework, Erie Family Health Center is on a journey to make smart investments in Health IT that will ultimately improve the connectedness of patient care. Following the 5 phases of patient engagement—Inform Me, Engage Me, Empower Me, Partner With Me, Support My e-Community—we are testing new workflows and technology to better support the continuum of care.

Session Objectives: • Receive an introduction to the NeHC Patient Engagement Framework.

• Review how Erie’s current utilization of CareMessage, CallPoint, Surescripts Patient Portal, DocuSign, and even our company website are evolving to meet patient engagement goals.

• Discuss and identify barriers and solutions to patient engagement.

Recommended Attendees: Care Coordination Staff, Clinical Champions, Clinical Staff, PCMH Staff, Senior Leaders

Building a Quality Team10:45 – 11:45 AM • Merchants HotelDave Faldmo, Erin Hoefling, Gayle Loebsack & Michael Piplani, MD — Siouxland Community Health Center

Siouxland Community Health Center will share their journey in building a quality improvement team and explain the infrastructure needed to sustain quality improvement efforts. We hope attendees will come willing to share quality improvement ideas from their health center.

Session Objectives: • Understand the important role of an effective QI Plan in improving the

quality performance of your health center.

• Learn how to engage the right individuals and departments in QI efforts.

• Know processes and tools that will facilitate monitoring and sustaining QI Efforts and Plans.

Recommended Attendees: Behavioral Health/Substance Abuse staff, Care Coordinators, Case Managers, Clinical Champions, Data & Reporting Staff, EHRS Managers, IT Staff, MU Staff, Nursing Leads, PCMH Leads, Research Teams, Senior Leadership Teams


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE MERCHANTS HOTEL • 14TH FLOOR


Clinical Content: A Year in Review2:15 – 3:15 PM • Merchants HotelSebastian Clavijo, Jessica Park & Azin Tanni — AllianceChicago

For this session, we will be highlighting all of the significant changes in the Alliance content this past year. Users will have an opportunity to learn best practices and network with each other as well as gain insight to the process behind content changes.

Session Objectives: • Understand the clinical content change process.

• Review all significant content changes made in the past year.

• Network and collaborate with other users to come up with best practices for using clinical content efficiently and effectively.

Recommended Attendees: Providers, Nursing Leadership, Medical Directors, IT Staff, EHRS Managers, Clinical Staff, Clinical Champions

Value Based Reimbursement for FQHCs3:30 – 4:30 PM • Merchants HotelChristopher Pauwels — AllianceChicago

This presentation will review the current Value Based Reimbursement initiatives and models applicable to FQHCs. Healthcare reimbursement is shifting away from the traditional Fee-For-Service model to reimbursement methodologies developed around volume and value. The pace of change is likely to impact the FQHC reimbursement model over the next five years and this presentation will enable you to begin strategizing for these changes

Session Objectives: • Understand how the new payment models are structured, measured,

and reimbursed

• Understand how FQHCs can better prepare and maximize reimbursement under Value Based payment models

Recommended attendees: Care Coordination Staff, Case Managers, Revenue Cycle Staff and Senior Leadership


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE MERCHANTS HOTEL • 14TH FLOOR


Integrating Health Coaching Interns into the Medical Home at an FQHC9:30 – 10:30 AM • Western Stage HouseLori Pearlmutter and Shawn Pendergast — North Country HealthCare

Our organization, North Country HealthCare, is a large Federally Qualified Health Center serving 14 communities across Northern Arizona. In our mission to be a premier Patient Centered Medical Home, we have developed a robust Care Management/Health Coaching program. Northern Arizona University (NAU) has created Fitness Wellness and Health and Wellness Coaching minor programs within its School of Health Professions. North Country and NAU have partnered to pilot a Health Coaching Internship with students from this innovative program. The goals of the internship are to train Health Coaching students in real-life situations and to educate our organization’s Health Coaching/Care Management Team in evidence-based practice for the betterment of our patients. Participants at the AllianceChicago User Conference will learn about North Country HealthCare’s processes in creating this internship, the goals of the pilot program and the responsibilities of the stakeholders. The burgeoning Health Coaching field has yet to establish standardized practices for training and certification. As Health Coaching becomes a more standard part of Community Health Center care, internships of this type will be useful in assuring students have necessary field experience and Health Centers are providing best practice care. The goal of the presentation is to provide tools to other AllianceChicago members who wish to explore similar internship programs.

Session Objectives: • Understand the benefit the Health Coach provides to the Care Team

and to Community Health Centers (CHC) in reaching population health and Patient Centered Medical Home (PCMH) goals

• Be able to articulate the value of standardized Health Coach training within a CHC

• Understand the value a Health Coach intern brings to the team and the organization

• Identify steps necessary to be able to start a Health Coaching internship program.

Recommended Attendees: Behavioral Health and Substance Abuse Staff, Care Coordination Staff, Case Managers, Clinical Staff, Medical Directors, Nursing Leadership, PCMH Staff, Providers, Senior Leadership Team

Practice Operational Health: A FQHC Revenue Cycle Case Study10:45 - 11:45 AM • Western Stage HouseMalikah Hodo — Family Christian Health Center

For many practices, the health of the patient is top priority (as it should be). Just as important is the operational health of the practice—the Revenue Cycle. This presentation will highlight the importance of assessing, evaluating, and managing the functional areas of the Revenue Cycle—to ensure operational and financial health.

Session Objectives: • Learn tools for implementing a successful RCM Strategy.

• Understand the importance of managing what is measured!

• Determine the drivers for your Key Performance Indicators (KPIs).

• Discuss the importance of automation and technology to drive positive case flow.

Recommended Attendees: Clinical Champions, Clinical Staff, Medical Directors, Providers, Revenue Cycle Staff, Senior Leadership


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE WESTERN STAGE HOUSE • 14TH FLOOR


EMR Support: From Troubleshooting to Escalation2:15 – 3:15 PM • Western Stage HouseNancy Gifford — AllianceChicago

In this session, you will learn how to develop an internal escalation process for your site, troubleshoot issues within Centricity or add-on products, determine how to identify network vs application issues.

Session Objectives: • Local Troubleshooting

– How to manage the chaos

– How developing a cohesive team makes troubleshooting easier

– Communication across departments (using the same language)

• Troubleshooting in Centricity

– How to troubleshoot issues within Centricity

– How to recognize that this is an application or a network issue

– Identifying when the issue is with an add-on product

• Internal escalation Process

– How to develop an internal escalation process for your site

– How to manage escalation across several sites

– Escalation hand off to AllianceChicago

HIPAA Roundtable: Do You Know How to HIPAA?3:30 – 4:30 PM • Western Stage HouseJanet Baxter & Nancy Gifford — AllianceChicago

This session will be an interactive discussion on HIPAA, PHI and Record Information Sharing among participants! We will discuss how HIPAA applies to unique environments like School Based Health Centers as well as FQHCs.

Session Objectives: • Understand what is considered Protected Health Information.

• Understand how HIPAA is applied and protects patient information.

• Discuss how different environments have different requirements.

Recommended Attendees: Revenue Cycle Staff, PCMH Staff, MU Staff, Help Desk Staff, EHR Mangers, Case Managers, Care Coordination Staff, Behavioral Health/Substance Abuse Staff, Front Desk Staff, HIM Specialist,

EHR Technicians


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE WESTERN STAGE HOUSE • 14TH FLOOR


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE STEAMBOAT HOTEL • 14TH FLOOR

MU: Meaningful Use is Dead…oh, wait just kidding! Medicaid MU, QPP and Shift from Volume to Value9:30 – 10:30 AM • Steamboat HotelKate Balsley, Sam Ross, Theresa Walunas, PhD — CHITREC Janet Baxter — AllianceChicago

At the beginning of 2017, CMS leadership pronounced Meaningful Use dead—and then introduced the Quality Payment Program (QPP) as part of the Medicare Access and CHIP Reauthoriziation Act. Meaningful Use for those who provide care for Medicaid beneficiaries is very much alive and well and the QPP and its associated Merit-based Incentive Payment Program adopts many of the key components of MU as CMS continues to move towards a stronger value based payment model. This discussion will provide an overview of MU and QPP in 2017 and how these programs could impact and benefit community health centers as well as information about programs that provide technical support for MU and practice transformation and help clinical teams effectively participate in these programs.

Session Objectives: • Receive up-to-date information about participation in Medicaid

Meaningful Use programs during 2017.

• Receive an overview of the new Quality Payment Program, its components, and the pros and cons of voluntary participation by those who do not focus on Medicare beneficiaries.

• Learn about several programs, including TCPI and CMS-sponsored QPP Technical Support program, as well as Medicaid MU help desks across the country, that can assist community health centers in their participation in Meaningful Use and the Quality Payment Program.

Recommended attendees: Data and Reporting Staff, Meaningful Use Staff, PCMH Staff and the Senior Leadership Team

You Are Not Alone: Technical Support for MU and QPP Goals10:45 – 11:45 AM • Steamboat HotelKate Balsley, Sam Ross, Theresa Walunas, PhD — CHITREC Janet Baxter — AllianceChicago

This session will introduce CMS Primary Resources, PTNs, QIOs and the new QPP-SURS program. We will discuss: What does the CHC community need from technical support groups? How can your health center maximize existing programs to sustain PCMH? What tools are available to enhance your quality improvements activities? How can you optimize incentives as you adopt/strengthen a value-based model?

Our focus will be: • CMS Technical Support

• QPP – SURS

• QIOs and PTNS

Recommended Attendees: Data and Reporting Staff, Meaningful Use Staff, PCMH Staff and the Senior Leadership Team


PRESENTAT ION DESCR IPT IONS FR IDAY, MAY 12 , 2017IN THE STEAMBOAT HOTEL • 14TH FLOOR

The Impact of Competing CHC Provider Responsibilities on an EHR-Based Intervention2:15 – 3:15 PM • Steamboat HotelLiz Adetoro — AllianceChicago

This presentation offers a local perspective of challenges encountered when leveraging an Electronic Health Record System (EHRS) to improve patient-centered medication prescribing and education materials at point-of-care delivery in two large federally qualified health centers. In addition, we will discuss how lessons learned informed the development and implementation of future research projects within Alliance network health centers.

IT Q&A Session3:30 – 4:30 PM • Steamboat HotelMatthew Sterling — AllianceChicago

Learn what the AllianceChicago IT Team is all about! This is an informal discussion with our Director of IT, Matt Sterling and other AllianceChicago IT team members. Learn about the team’s structure, as well as the staff’s roles and responsibilities. Bring any ideas or questions you may have that will help the AllianceChicago provide you the best experience possible.

Recommended Attendees: Anyone interested in learning more about the AllianceChicago IT Team and Processes!


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