Schedule as of May 8, 2024
Please note: All sessions, topics, speakers, dates, times, activities, and rooms are subject to change.
- Tue, May 14 - Pre Registration
- Wed, May 15 - Conference Day 1
- Thu, May 16 - Conference Day 2
- Fri, May 17 - Training (Optional)
1:00 PM – 4:00 PM
PRE-REGISTRATION – River Rock Show Theatre Foyer
Arriving early on Tuesday? Take advantage of our pre-registration. Pick-up your badge a day ahead of time and avoid the line-up on Wednesday.
7:00 AM – 8:00 AM
MORNING COFFEE, JUICE & BREAKFAST – River Rock Show Theatre Foyer
7:00 AM – 8:00 AM
REGISTRATION – River Rock Show Theatre Foyer
MORNING PRESENTATIONS – River Rock Show Theatre
8:00 AM – 8:15 AM
Welcome to Summit 2024 – Rachel Nelson, President & Rick Gay, General Manager, Academic – Henry Schein One | axiUm
8:15 AM – 8:45 AM
Leadership Panel Discussion – Rachel Nelson, Rick Gay, Tamara Lee, Jessica Jensen, Kyle Mitchell – Henry Schein One | axiUm
Join us for an insightful panel discussion featuring distinguished leaders from Henry Schein One. We’ll delve into the pressing challenges that dental schools are currently facing and discuss innovative solutions that seamlessly integrate technology with teaching methodologies and research. This session is designed to inspire attendees by demonstrating how these advancements are shaping dental education and equipping the next generation of dental professionals with the skills they need to excel in their field.
8:45 AM – 9:30 AM
Reinforcing Trusted Relationships in a Changing World – David Kochman, Chief Corporate Affairs Officer, Henry Schein, Inc.
9:30 AM –10:00 AM
COFFEE BREAK 30 MINS
10:00 AM – 10:45 AM
From Script to Screen: the axiUm Roadmap – Jessica Jensen, Group Product Manager; Lena Hammond, Senior Product Manager; Neil Christensen, Henry Schein One | axiUm
Join the the axiUm product team as we unveil the latest updates and future vision in our product roadmap. From recent releases to upcoming initiatives, we’ll provide insight into how we’re continuously investing in axiUm to align with your school’s objectives and enhance your patients’ experience. In this session, you’ll gain a deeper understanding of our strategic approach and how we’re using our expertise and new research to ensure your school remains at the forefront of oral health care and dental education.
10:45 AM – 11:45 AM
Dental Education Models Keynote & Panel Discussion – Dr. Paul S. Olin, Associate Dean for Patient Care and Clinical Services and Professor in the Division of Prosthodontics at the University of Minnesota School of Dentistry; Mike Bourgeois, Manager, Academic Sales, Henry Schein One and others.
11:45 AM – 12:00 PM
Tech Talk: Intiveo – Nate DeVries, CCO
12:00 PM – 12:15 PM
Amazon Web Services (AWS) Prelude
12:15 PM – 1:00 PM
LUNCH – 45 MINS.
AFTERNOON BREAKOUTS – Whistler Ballroom
Room:
Whistler Ballroom A
Room:
Whistler Ballroom B
Room:
Whistler Ballroom C
Track – IT
Room: TBD
1:00 PM – 1:45 PM
WHISTLER BALLROOM A
Financial Health Check – Sandi Acres & Lauralynn Mealing, Henry Schein One | axiUm
With shrinking budgets and rising costs, your clinics are under increasing pressure to find innovative ways to stay financially healthy while still delivering high quality patient care and providing students with the experiences they need to graduate. Join us to hear ideas for increasing revenue, finding efficiencies and managing costs.
WHISTLER BALLROOM B
Artificial and Augmented Intelligence (AI/AuI): Applications to Advance Dental Education and Oral Health Care – Dr. Mina Ghorbanifarajzadeh, Senior Clinical Manager, Overjet
WHISTLER BALLROOM C
Shaping Future Dental Entrepreneurs: Educating for Success – William Snipes, AVP of Strategy & Special Projects, and Greg Gray, CEO, Dental Claim Support
This presentation shows how to help students go beyond successful dentistry to successful dental entrepreneurship. Oftentimes dental students are overcome with fear, financial hardships, and unfamiliarity of how to start their own dental practice. This leads them to join a group practice or DSO. By educating them on 3 simple things: people, processes, and technology, we can begin to help students overcome their objections to starting their own practice.
1:45 PM – 2:00 PM
WATER BREAK – 15 MINS
2:00 PM – 2:45 PM
WHISTLER BALLROOM A
Share Your Feedback: Get Interactive with axiUm! Session 1 – Hosted by the axiUm Product Team | Note: sign-up required
Go behind the scenes, get hands on, and share your feedback! This interactive workshop will give you the opportunity to interact with two prototypes of improved axiUm experiences: managing patient information and student evaluations. Don’t miss this opportunity to share your thoughts and influence the direction of axiUm. Everyone is invited to participate; regardless of your experience using axiUm, we value your perspective. Our dedicated design, research, and product teams will be on hand to assist you throughout the process. Secure your all-access pass for this session by reserving a 20-minute timeslot in advance. The sign-up table is in the lower foyer and will be open during all breaks until 1pm each day. Note: walk-in slots will be limited. We’re committed to improving axiUm’s usability. Your feedback will help us refine and improve these areas of axiUm to better meet the needs of you and your team. Join us as we work together to shape the future of axiUm, one click at a time.
WHISTLER BALLROOM B
Innovate, Educate, Elevate: The Tech-Driven Journey to Dental Excellence – Nate DeVries, CCO, Intiveo
Join us for an engaging exploration of the dynamic intersection between technology and dental education. Nate DeVries, CCO of Intiveo, will lead a discussion centered on the pivotal moment we face in redefining how we prepare the next generation of dental professionals. In this thought-provoking session, Nate will delve into the imperative to embrace technological advancements as catalysts for industry-wide transformation. From adapting curriculum to integrating digital tools, attendees will gain insights into the evolving landscape of 21st-century dentistry. Participants will have the opportunity to share their observations and initiatives, contributing to a collaborative exchange of ideas. Nate will address the challenges and ethical considerations inherent in leveraging technology, underscoring the importance of ethical, sustainable practices. Drawing from real-world examples and insights gained from Intiveo’s customer interactions, Nate will illustrate the practical applications of technology in dental education. From enhancing patient communication to addressing cybersecurity concerns, attendees will gain actionable strategies for avigating the digital landscape.
WHISTLER BALLROOM C
Improving Chair Utilization with Waitlist Management – Lauralynn Mealing, Consultant, Henry Schein One | axiUm and Scott Jason, Clinical Applications Director, Harvard School of Dental Medicine
Dental schools are often left wondering how well their dental chairs and clinics are utilized. This presentation will illustrate how to see underutilized chairs, including a report used by an axiUm client. The session will look closer at the “Wait List” feature in axiUm as a useful tool to “fill the gaps” in the schedule.
2:45 PM– 3:15 PM
COFFEE BREAK – 30 MINS
3:15 PM – 4:00 PM
WHISTLER BALLROOM A
Unlocking Potential: The Future of AI-driven Dentistry in the AWS Cloud – Amit Shah, Worldwide Healthcare BD Lead, & Kathy Koontz, Principal Data Strategist, Amazon Web Services, Healthcare.
Join us for a cloud-focused keynote that dives into the future of dentistry. Discover how cloud technology can revolutionize your dental school. Think Big with AWS: Master the cloud and explore its potential to transform your dental school with a keynote by AWS. Reimagine Dentistry with AI/ML: See how artificial intelligence and machine learning are shaping the future of dental care. axiUm in the Cloud: A Marketplace Revolution: Explore the possibility of hosting axiUm in the cloud as a SaaS solution on the AWS marketplace, opening doors to new possibilities.
WHISTLER BALLROOM B
Medical Dental Integrated Patient Charts in axiUm – Linda Lee, Senior Product Manager, Henry Schein One | axiUm
This presentation will offer an overview of the contributions made by axiUm in facilitating the integration of medical and dental patient records. A brief demonstration of the solution will be provided, followed by an interactive discussion aimed at identifying opportunities for further enhancement in the realm of medical and dental data integration, paving the way for future advancements.
4:00 PM – 4:15 PM
WATER BREAK – 15 MINS
4:15 PM – 5:00 PM
WHISTLER BALLROOM A
Financial Consortium Networking Session – Host: J. Donnie Parris, Director, Patient Business Services & Financial Analyst, Virginia Commonwealth University School of Dentistry
This is your chance to meet with people like you at other organizations! We will share tips, strategies, and best practices related to the financial aspects of axiUm. These include accounting, billing, insurance, and similar topics. We will also discuss a potential financial survey that will help us understand how our metrics stack up against those of our peers.
WHISTLER BALLROOM B
IT Consortium Networking Session – Host: Melissa Miller, CIO, Penn Dental Medicine
This networking session is open to any attendees with an information technology focus at their institution. During this session, participants can connect, exchange ideas, and discuss topics relevant to the IT focus area. These discussions will help shape the agenda for this fall’s CEDR Midyear Meeting as well as the ongoing CEDR virtual sessions.
WHISTLER BALLROOM C
Clinical Consortium Networking Session – Host: Patrick L. Hetherington, Clinical Informatics Manager, University of Pittsburgh School of Dental Medicine
This networking session is open to any attendees with a clinical focus at their institution. During this session, participants can connect, exchange ideas, and discuss topics relevant to the clinical focus area. These discussions will help shape the agenda for this fall’s CEDR Midyear Meeting as well as the ongoing CEDR virtual sessions.
5:00 PM – 6:00 PM
WELCOME RECEPTION – River Rock Show Theatre Foyer
6:30 AM – 7:30 AM
MORNING RUN/WALK (OPTIONAL) – Meeting Location: River Rock Hotel Lobby
7:30 AM – 8:30 AM
MORNING COFFEE, JUICE & BREAKFAST – River Rock Show Theatre Foyer
MORNING PRESENTATIONS – River Rock Show Theatre
8:30 AM – 8:35 AM
Welcome to Day Two – Rick Gay, General Manager, Academic , Henry Schein One | axiUm
8:35 AM – 9:20 AM
Tackling EHR Assessments: The Importance of Evidence Based Decisions – Dale Gibson, Executive Customer Success Manager, Henry Schein One | axiUm
This presentation aims to provide guidance regarding the assessment and selection of an EHR vendor. It emphasizes the critical impact the EHR has on efficiency, patient care, students, data security, and compliance. It guides attendees through a systematic vendor selection process, from defining requirements to making the final decision, whilst outlining critical evaluation criteria. The purpose of this presentation is to remove barriers and encourage open conversation surrounding EHRs at Dental Schools.
9:20 AM – 9:35 AM
Rotation Assignments the Easy Way – Martin Gremm, CEO, CalendarLab
Rotation assignments are a problem at every dentistry school. Manual assignments are time consuming, tedious and error prone. CalendarLab automates this process. We will give you a brief introduction to CalendarLab. The you imports a list of students and creates all rotations in CalendarLab. CalendarLab then generates rotation assignments that are conflict-free and meet academic requirements. CalendarLab provides upload files to clinic management systems. We must have automation, but we also need good rotation design to generate assignments quickly and easily. Avoid designs with built in conflicts or where one change cascades through the whole schedule. We want rotation designs where one change causes one or two other other changes, but the rest of the assignments do not change. We will give examples of good and poor rotation designs. Good rotation design and CalendarLab’s automation will speed up the assignment process significantly.
9:50 AM – 10:05 AM
Revolutionizing Implant Management: Virginia Commonwealth University (VCU ) School of Dentistry’s Innovative Solution with LM Dental Tracking System™– Brent Idleman, Director of Clinical and Instructional Technology, Virginia Commonwealth University
Virginia Commonwealth University (VCU) School of Dentistry, USA. With a mission to educate future leaders in oral health, VCU is dedicated to fostering a community of service and inclusion through the use of emerging technologies and innovative research. Before, VCU encountered significant challenges in implant management due to the absence of a specialized tracking system. This resulted in financial losses from expired implants, difficulties in monitoring usage and returns, inefficient ordering processes, and disruptions in patient care. To address these issues, VCU implemented the LM DTS™ Software Server, complemented by the LM DTS™ Cabinet and LM DTS™ Table Reader. This system utilized disposable RFID stickers for tagging implants and RFID cards for provider identification. The introduction of DTS tray readers and LM DTS cabinets streamlined the process of implant registration, requisition, and dispensation. Additionally, the LMD Logistics Management Dashboard was integrated to monitor implant data, enhancing security, accountability, and regulatory compliance. The LM DTS™ Software has been successfully integrated with Axium Software for streamlined processes and improved data accuracy. The results have been transformative: • Real-time tracking of inventory quantity and value. • Prevention of financial losses due to expired implants. • Improved security measures and accountability. • Enhanced regulatory compliance. • Reduction in staff requirements. • Integration with Axium software. This innovative solution has revolutionized implant management at VCU, ensuring comprehensive oral health care for all. (If LM Dental is ok with this, please include. I don’t know if you want to be known as more than a clinical tracking system.) VCU has already expanded the use of this system to track multiple assets, including loaner laptops and classroom hardware.
10:05 AM – 10:20 AM
Elevating Dental Education: The Power of MiPACS-AxiUm Integration Medicor Imaging – Will Little, Account Executive, MiPACS
Designed for dental schools, by dental schools, MiPACS is an enterprise-level dental imaging system built to handle the unique workflow of a dental school environment and provide a comprehensive solution to teach digital radiography. Join Will Little as he showcases the seamless integration between MiPACS and AxiUm including the latest update for Linked Apps which can now launch the zero-footprint MiPACS HTML5 Web Viewer directly from axiUm (versions 7.11 or higher). With over 23 years on the market, see why over 75+ dental schools continue to choose MiPACS to acquire, process, centrally store, and view digital images.
10:20 AM – 10:50 AM
COFFEE BREAK 30 MINS
10:50 AM – 11:05 AM
Using Voice AI to Create Smart Dental Clinics – Emerson Sklar, Chief Evangelist , Alexa Smart Properties
Dental practices are challenged to manage operational expenses, retain staff, and more. In this presentation, we will introduce Amazon Alexa’s vision for how dental practices can use AI-driven voice technology to modernize their practices, improve workflows, reduce staff burden, and focus on patient care.
11:05 AM – 11:45 AM
Advancing Oral Health: Sustainable Solutions Through Technological Evolution – Dr. Bruce Lieberthal, VP Chief Innovation Officer, Henry Schein Dental
11:45 AM – 12:00 PM
2024 Mid-Year Meeting at Virginia Commonwealth University – CEDR Advisory Group
The CEDR (Consortium for Electronic Dental Records) Advisory Group is pleased to announce the dates for the 2024 CEDR Mid-Year Meeting, hosted by the Virginia Commonwealth University School of Dentistry. VCU was the first school to host a mid-year meeting in 2011. With our last mid-year meeting taking place in July 2019, we are excited to have them host this conference after a five year hiatus. Our goal is to determine and promote best practices for EDR usage and to allow for networking among peers with similar roles and responsibilities. Over 150 IT professionals, financial professionals, clinic and academic administrators from organizations across the US and Canada attended our last meeting in 2019.
12:00 PM – 1:00 PM
LUNCH
AFTERNOON BREAKOUTS – Whistler Ballroom
Room:
Whistler Ballroom A
Room:
Whistler Ballroom B
Room:
Whistler Ballroom C
1:00 PM – 1:45 PM
WHISTLER BALLROOM A
Spotlight on Customer Engagement: Partnering with the axiUm Team – Tamara Lee, Director of Global Operations, Academic & Jessica Jensen, Group Product Manager, Henry Schein One | axiUm
We’ve improved our customer engagement to better understand your unique needs and enable you to shape the direction of axiUm. In this session, learn how we support your axiUm journey, how to share your feedback, and how you can influence axiUm’s product roadmap. Join Tamara and Jessica as they shine a spotlight on engaging with our team!
WHISTLER BALLROOM B
Ready, Set, Action: Preparing for Your CODA Site Visit – Sheila Kennedy, Assistant Dean of Institutional Development and Faculty Affairs; Kasey Stutler, Director of Operations for the Pre-Doctoral Program; and Pirin Becker, Associate Director, Clinical Systems and Informatics – University of Colorado, School of Dental Medicine.
Join us on a comprehensive journey spanning eight years as we delve into the meticulous process of preparing for CODA site visits. Our presentation illuminates the critical steps of tracking and validating data, assembling a proficient team, and preparing supporting documents. Through real-world examples and practical insights, we explore the challenges and triumphs encountered along the way, emphasizing the importance of collaboration and attention to detail. Whether you’re a seasoned administrator or a newcomer to the accreditation process, this presentation offers guidance for understanding CODA site visits and ensuring academic excellence shines through.
WHISTLER BALLROOM C
CDANet at Canadian Dental Schools: Discussion, Q&A – Lauralynn Mealing, Jason Drew, Vani Sahni, Henry Schein One | axiUm
With the addition of the Canadian Dental Care Plans (CDCP), Candian Dental Schools need to be ready to care for and process claims for patients on the new plans. This session will allow for networking and discussion of all things related to CDAnet and CDCP. Clients can also share patient and provider communications related to these new changes. Will setting up the CDAnet enable better claim support for private insurances too? How will your institution manage the impact of the changes? Clients are encouraged to share information and suggestions to assist other schools with the transition. .
1:45 PM – 2:00 PM
WATER BREAK – 15 MINS
2:00 PM – 2:45 PM
WHISTLER BALLROOM A
Evolving Patient Expectations in Post-COVID Dental Care – Lena Hammond, Senior Product Manager and Sandi Acres, Solutions Consultant – Customer Success, Henry Schein One | axiUm
WHISTLER BALLROOM B
Leveraging axiUm’s Optimization Services – Marty Shah & Dale Gibson, Henry Schein One | axiUm, Guest Speaker: Mike Douglas, Assistant Director of IT Programs, University of Michigan School of Dentistry
Join us for a dynamic breakout session led by Marty Shah, Exan’s Project Manager, who will kick off with a concise presentation on the significance of Optimization Visits and their potential benefits for dental schools. Following Marty’s insights, engage in a compelling conversation with Mike Douglas, Assistant Director of IT Programs at the University of Michigan, as he shares firsthand experiences and outcomes from Exan’s optimization visit to the university in 2023. Explore the practical applications and tangible improvements witnessed within the dental school’s IT programs, offering invaluable insights for optimizing your own institution’s performance. Don’t miss this opportunity to gain actionable knowledge and real-world perspectives on enhancing operational efficiency.
WHISTLER BALLROOM C
CDT Coding Tools for Dental Students and Dental Billing Resources to Help Maximize Clinic Profitability – Rob Linder, Chief Strategy Officer, James DiMarino, Chief Executive Officer, eAssist Dental Solutions
eAssist and Practice Booster, the makers of Dental Coding with Confidence by Dr. Charles Blair, are pleased to announce that we are developing a CDT coding tool for dental students and dental schools. CDT codes are an integral part of dental practice yet often new and/or confusing to dental students. This tool allows dental students to search our database to discover the proper CDT codes to use for their treatment and access critical dental coding information to help them use proper documentation, complete their clinical notes, and assist in completing dental insurance claims. Dental Schools will benefit greatly as students become more familiar with CDT coding and insurance submission requirements to help maximize legitimate dental claim reimbursements. eAssist Dental Solutions, the nation’s largest dental billing company, will discuss how dental schools can partner to help maximize their dental claim processing accuracy and speed while also optimizing reimbursements in dental clinics. eAssist will discuss the latest innovations to support revenue cycle management and provide frameworks for dental school financial leaders to optimize their revenue cycle management function.
2:45 PM– 3:15 PM
COFFEE BREAK – 30 MINS
3:15 PM – 4:00 PM
WHISTLER BALLROOM A
The axiUm Upgrade: Process and Improvements – James Cunliffe, Henry Schein One | axiUm
WHISTLER BALLROOM B
Accelerating Adoption with the Customer Success Team – Chris Walters, Head of Customer Success, Henry Schein One | axiUm
This presentation offers a comprehensive exploration into the pivotal role of Customer Success Managers (CSMs) in driving rapid and sustainable adoption of products or services. We will discuss actionable strategies and collaborative approaches that empower organizations to maximize the value of their investments with the assistance of CSMs. Attendees will gain insights into tailored processes, proactive engagement tactics, and leveraging data-driven insights to optimize the adoption journey. By leveraging the expertise of CSMs, conducting comprehensive Adoption Readiness assessments, and facilitating regular business reviews, organizations can drive greater adoption and gain greater visibility into the value of Henry Schein One | Exan’s products and services.
WHISTLER BALLROOM C
Empowering Academic Communities with Digital Patient Engagement Solutions: A Collaborative Approach – Estel Powell, VP of Operations & Strategy, Rhinogram, Inc.
Rhinogram’s partnership with the axiUm platform empowers universities to revolutionize healthcare communications with their patients. Discover how our innovative digital patient engagement and telehealth solutions are seamlessly integrated with axiUm to enhance your student providers’ and office staff’s patient experience. Don’t miss this opportunity to learn from industry leaders and unlock the full potential of your university health communications with Rhinogram.
4:00 PM – 4:15 PM
WATER BREAK – 15 MINS
4:15 PM – 5:00 PM
WHISTLER BALLROOM A
Share Your Feedback: Get Interactive with axiUm! Session 2 – Henry Schein One | axiUm
Note: sign-up required
Go behind the scenes, get hands on, and share your feedback! This interactive workshop will give you the opportunity to interact with two prototypes of improved axiUm experiences: managing patient information and student evaluations. Don’t miss this opportunity to share your thoughts and influence the direction of axiUm. Everyone is invited to participate; regardless of your experience using axiUm, we value your perspective. Our dedicated design, research, and product teams will be on hand to assist you throughout the process. Secure your all-access pass for this session by reserving a 20-minute timeslot in advance. The sign-up table is in the lower foyer and will be open during all breaks until 1pm each day. Note: walk-in slots will be limited. We’re committed to improving axiUm’s usability. Your feedback will help us refine and improve these areas of axiUm to better meet the needs of you and your team. Join us as we work together to shape the future of axiUm, one click at a time.
WHISTLER BALLROOM B
COHRI (Consortium for Oral Health Research and Informatics) Networking Session – Hosts: Sean Mong, Section Chair for Interdisciplinary Dentistry & Student Clinic Director, University of California, Los Angeles (UCLA) and Richelle Janiec, Associate Director for Clinical Affairs and Quality, University of Florida, College of Dentistry.
WHISTLER BALLROOM C
Training Consortium Networking Session – Host: Brent Idleman, Director of Clinical and Instructional Technology, Virginia Commonwealth University
As an educational school and live clinic, the support departments must do our best to ensure that users are taught how to use our systems, including the actual electronic health record, clinical peripherals, and any 3rd party applications that are widely used. We will use this time to discuss what is working well and what aspects of training we are struggling with. A Padlet will be used to consolidate resources and discussion points (linked in the presentation).
6:00 PM – 7:00 PM
COCKTAIL RECEPTION – River Rock Show Theatre Foyer
7:00 PM – 10:00 PM
GALA DINNER – River Rock Show Theatre
8:00 AM – 9:00 AM
MORNING COFFEE, JUICE & BREAKFAST
Basic axiUm Admin
Room: Whistler Ballroom A
Advanced axiUm Admin
Room: Whistler Ballroom B
9:00 AM – 9:30 AM
BASIC
Intro to Info Manager – David Miller
Using and building off the supplied reports in Info Manager while exploring features including mail merge, patient statements, massaging and exporting data, and saving customized reports.
ADVANCED
Preparing for Upgrades – Marty Shah
Any software upgrade can be daunting for a dental institution. Meet with other axiUm clients to discuss upgrades under the guidance of one of the Exan upgrade specialists. As the upgrade process has been streamlined by the axiUm developers over the years, this session will cover best practices to help your team tackle their next upgrade without all the stress.
9:30 AM – 10:30 AM
BASIC
Intro to EHR Forms – Vani Sahni
Basics of form building, including settings, page design, question and answer types, statuses, signatures, and adding instructions. This class is targeted to new users or those ready to dive in to redo or update existing forms.
ADVANCED
Advanced Info Manager – David Miller
The Info Manager is not just for reporting… there’s more! Explore data lists with functionality like letter/label mail merge, Info Manager processes, and data exporting. Review axiUm supplied custom lists, custom reports, and “reports with purpose”, including bulk eligibility checks and patient/account statements.
10:30 AM – 10:45 AM
COFFEE BREAK – 15 MINS.
10:45 AM – 11:15 AM
BASIC
Intro to Benefit Plans – Melissa Mathieu
Let’s face it… insurance is complicated. axiUm can handle most of a patient’s coverage benefits and limitations as long as the plans are correctly defined in axiUm and attached to the correct patients. This session will explain insurance company basics, Benefit Plans, and Coverage templates. Attendees will have a better understanding of how coverage works and how to set up plans for private and government plans.
ADVANCED
Advanced EHR Forms – Vani Sahni
Advanced form building, including form statuses, setting up auto assignments, enabling required form items, creating workflows, setting up nested checklists, and copying forms. We’ll also go over enabling and pushing out forms in PatientAccess.
11:15 AM - 11:45 AM
BASIC
Intro to Benefit Plans (cont’d) – Melissa Mathieu
ADVANCED
Messenger Triggers – David Miller
Are you making the most of messenger groups? Did you know they have other uses? We’ll discuss and demonstrate how Oracle triggers can be built to fire on specific data conditions to ensure your users and staff stay up to date in real-time for important events in axiUm.
11:45 AM - 1:15 PM
LUNCH – 90 MINS.
1:15 PM – 1:45 PM
BASIC
Fee Schedules – Vani Sahni
Changing fees can be accomplished using individual edits, copying from another schedule, performing a mass adjustment process, or importing data. New fees can also take effect on a set future date, and old schedules can be maintained for historical purposes. This session covers the how-to’s and proposes strategies to keep the process simple.
ADVANCED
Feeding Financials – Lauralynn Mealing
Many axiUm reports were designed with the financial team in mind. This session will review best practices for reports on Bank Deposits, Missing Charges, A/R Reconciliation, Production, Unallocated Payments and Adjustments, NSFs and Refunds, and Unapproved Treatments. We’ll also talk about departments and how they can be used effectively for your Practice reports.
1:45 PM – 2:15 PM
BASIC
Intro to Consents – Marty Shah
Introducing the consent process in axiUm. Users will understand the different types of consents, the use cases for each, and how to properly adjust consent settings. Whether consents are reviewed and accepted digitally or scanned in, the settings are integral to the patient consenting process. Defining required signatures or initials and controlling access allow the consents to best match the institution’s needs.
ADVANCED
Feeding Financials (cont’d) – Lauralynn Mealing
2:15 PM – 2:30 PM
WATER BREAK – 15 MINS.
2:30 PM – 3:00 PM
BASIC
Intro to Station Options – David Miller
Controlling and managing settings for the workstation by defining individual options, utilizing templates, and assigning workstations to groups. The copy feature will also be covered as a time saver to create templates from a properly defined workstation. Participants will be shown how to review existing stations in search of stations that no longer exist or are perhaps “misplaced.”
ADVANCED
Cleaning Up Insurance – Sandi Acres
When collecting patient payments, are the patient and insurance splits working correctly? Are there too many plans to choose from when adding dental coverage to a patient record? If any of these are true, it may be time to take a closer look at the integrity of your Insurance Benefit Plans in axiUm. This session will review how to analyze your Benefit Plans and how to transition to more valuable and usable Benefit Plans.
3:00 PM – 3:30 PM
BASIC
Appointment Expert – Melissa Mathieu
Scheduling does not have to be a make-work project. Set your users up for success by utilizing the Appointment Expert to streamline the scheduling process for both students and staff. Using the expert puts the control in the hands of the axiUm administration team while benefiting the end user with accurate and efficient scheduling practices.
ADVANCED
Code Cleanup – Lauralynn Mealing
Over time, carefully “thought up” codes may no longer match your 2024 business practices. This session takes a deep dive into Maintenance Codes, which may need to be rethought and simplified. Codes include Bank, Payment, Adjustment, Office Charges, Patient Notes, and Comments.
3:30 PM - 3:45 PM
COFFEE BREAK – 15 MINS.
3:45 PM - 4:15 PM
BASIC
Intro to SREPORTS – Vani Sahni
Confused about SREPORTS now being stored in the DB? This session will cover best practices on managing Standard Reports, including making changes to standard reports, how to deploy customized versions, setting up access, how defaults work, and other caveats that come with this new feature.
ADVANCED
Taking Action on Forgotten Items – Lauralynn Mealing
There may be “things” you wish would disappear… however, they require attention and an action plan. In this session, you will learn how to find Unapproved Treatments and discuss methods to deal with these items once and for all as a group. Some balances result from stale items such as Insurance Payments, Patient Adjustments, and other debit/credit balances. We all want the patient’s balance to be zero, so let’s discuss both prevention and how to handle these oldies!
4:15 PM - 4:50 PM
BASIC
Intro PowerAdmin – Marty Shah
Power Admin controls access by user level and is the backbone of the axiUm solution. The menu items and dialogue controls will be explained using simple examples. This session will introduce the basics of creating and changing roles and the copy and export/import features. A brief overview of the original level-based method vs. the newer role-based method will aid in deciding what is suitable for your institution.
ADVANCED
Chart Locks, Interventions, and Indicators – David Miller
axiUm continues to improve and change some of our most powerful but underutilized features. This session will review these features and discuss their setup and use cases.
4:50 PM - 5:00 PM
WRAP-UP – To wrap up the day, attendees will have a brief Q&A session and be guided on arranging additional assistance from the Professional Services team, if needed.
