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A Modern Legacy at axiUm Summit 2025.   |   
A Modern Legacy at axiUm Summit 2025.   |   

Summit 2025 Training Presentations – April 11, 2025

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: Financial, Patients & Scheduling

Patient Payment Essentials

Best Practices for Patient Payment Processing Including Pre-Payments and Auto Allocations

Vani Sahni, Henry Schein One | Academic

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From Bills to Bucks: Patient Collections

My Patient Didn’t Pay, Now What? – A Systematic Collection Workflow

Heitor Queiroz, Henry Schein One | Academic

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Insurance Hacks: Denials to Dollars

Working Insurance Claims – Handling Denials, Secondary Claims and the Dreaded Recoupments

Vani Sahni, Henry Schein One | Academic

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Appointment Mastery: Plan to Win!

Building Appointments for Success – Requests/Planned, Attaching Treatments and Recalls

Heitor Queiroz, Henry Schein One | Academic

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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

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Match Made in Care: Assignments

Matching Patients with Students – Using Needs and Re-assignments

Lauralynn Mealing, PMP, Henry Schein One | Academic

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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

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Mastering eRx

Using Electronic Prescriptions and Integrating Medications, Medical Problems and Allergies in the EHR

Merghani Ahmed, Henry Schein One | Academic

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Integrate & Elevate: Dispensary Insights

Dispensary Module Review – Understanding Options

Heitor Queiroz, Henry Schein One | Academic

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Exploring Lab Tracking

Lab Tracking – Module Basics, Options and Some Cool Extras

Angad Thukral, Henry Schein One | Academic

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Navigating EHR: Start to Finish

Deep Dive into the EHR – From Start Check to Approvals

Merghani Ahmed, Henry Schein One | Academic

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Your Treatment Toolkit: Plan with Purpose!

Treatments Planning Module Review Including Clinical Diagnosis Codes and Expert Lists

Heitor Queiroz, Henry Schein One | Academic

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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

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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

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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

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Diagnosing Performance Issues

Deep dive into the state of your Oracle database through analyzing AWR reports.

Milorad Kovacevic, Henry Schein One | Academic

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Reports Reboot: Get Organized!

Info Manager Pre-defined Reports – Is Your Repository OOC (Out of Control)

Jason Drew, Henry Schein One | Academic

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Building Bridges: From Concept to Custom Solutions

Sharing Data Between axiUm and Other Systems

Nicole Mansfield, Henry Schein One | Academic

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