Important: Files you access here are intended for your individual or organizational use only. Unauthorized sharing or distribution with outside parties is strictly prohibited.
Summit 2025 Training Presentations – April 11, 2025
Track: Financial, Patients & Scheduling
Patient Payment Essentials
Best Practices for Patient Payment Processing Including Pre-Payments and Auto Allocations
Vani Sahni, Henry Schein One | Academic
From Bills to Bucks: Patient Collections
My Patient Didn’t Pay, Now What? – A Systematic Collection Workflow
Heitor Queiroz, Henry Schein One | Academic
Insurance Hacks: Denials to Dollars
Working Insurance Claims – Handling Denials, Secondary Claims and the Dreaded Recoupments
Vani Sahni, Henry Schein One | Academic
Appointment Mastery: Plan to Win!
Building Appointments for Success – Requests/Planned, Attaching Treatments and Recalls
Heitor Queiroz, Henry Schein One | Academic
A/R Makeover: Clearing the Clutter
New axiUm Processes to Handle Old Balances and Masses of Old Unallocated Payments and Adjustments
Vani Sahni, Henry Schein One | Academic
Match Made in Care: Assignments
Matching Patients with Students – Using Needs and Re-assignments
Lauralynn Mealing, PMP, Henry Schein One | Academic
Important: Files you access here are intended for your individual or organizational use only. Unauthorized sharing or distribution with outside parties is strictly prohibited.
Track: Electronic Health Record & Clinic Operations
Old Favorites, New Adventures!
Forgotten Features. Oldies but Goodies!
Lauralynn Mealing, PMP, Henry Schein One | Academic
Mastering eRx
Using Electronic Prescriptions and Integrating Medications, Medical Problems and Allergies in the EHR
Merghani Ahmed, Henry Schein One | Academic
Integrate & Elevate: Dispensary Insights
Dispensary Module Review – Understanding Options
Heitor Queiroz, Henry Schein One | Academic
Exploring Lab Tracking
Lab Tracking – Module Basics, Options and Some Cool Extras
Angad Thukral, Henry Schein One | Academic
Navigating EHR: Start to Finish
Deep Dive into the EHR – From Start Check to Approvals
Merghani Ahmed, Henry Schein One | Academic
Your Treatment Toolkit: Plan with Purpose!
Treatments Planning Module Review Including Clinical Diagnosis Codes and Expert Lists
Heitor Queiroz, Henry Schein One | Academic
Important: Files you access here are intended for your individual or organizational use only. Unauthorized sharing or distribution with outside parties is strictly prohibited.
Track: IT & axiUm Admin
Navigating PowerAdmin with Ease
What is Role Based Security and Is It Within Reach?
Merghani Ahmed, Henry Schein One | Academic
axiUm Answers at Your Fingertips!
Help is Just a Click Away! – Understanding Where to Find Answers to Your axiUm Questions
Angad Thukral, Henry Schein One | Academic
Transforming Info Manager Reports to Custom Reports
Tailoring an info manager report into a custom report to fit a specific goal.
John Dawes, Henry Schein One | Academic
Diagnosing Performance Issues
Deep dive into the state of your Oracle database through analyzing AWR reports.
Milorad Kovacevic, Henry Schein One | Academic
Reports Reboot: Get Organized!
Info Manager Pre-defined Reports – Is Your Repository OOC (Out of Control)
Jason Drew, Henry Schein One | Academic
Building Bridges: From Concept to Custom Solutions
Sharing Data Between axiUm and Other Systems
Nicole Mansfield, Henry Schein One | Academic