MORNING COFFEE, JUICE & BREAKFAST – River Rock Show Theatre Foyer

REGISTRATION – River Rock Show Theatre Foyer

MORNING PRESENTATIONS – River Rock Show Theatre

Welcome to Summit 2024 – Rachel Nelson, President & Rick Gay, General Manager, Academic – Henry Schein One | axiUm

Leadership Panel Discussion – Rachel Nelson, Rick Gay, Tamara Lee, Jessica Jensen, Kyle Mitchell – Henry Schein One | axiUm

Keynote Presentation – David Kochman, Chief Corporate Officer, Office of the CEO, Henry Schein Inc.

COFFEE BREAK 30 MINS

From Script to Screen: the axiUm Roadmap – Jessica Jensen, Group Product Manager & Lena Hammond, Senior Product Manager, Henry Schein One | axiUm

Dental Education Models Keynote & Panel Discussion – Dr. Wenlian Zhou, Professor, Assistant Dean of Clinical Education; Mike Bourgeois, Manager, Academic Sales, Henry Schein One | axiUm, and others.

Tech Talk: Intiveo – Josh DeVries, CEO, Intiveo

LUNCH – 60 MINS.

Financial Health Check – Sandi Acres & Lauralynn Mealing, Henry Schein One | axiUm

Artificial and Augmented Intelligence (AI/AuI): Applications to Advance Dental Education and Oral Health Care – Dr. Mina Ghorbanifarajzadeh, Senior Clinical Manager, Overjet

Shaping Future Dental Entrepreneurs: Educating for Success – William Snipes, AVP of Strategy & Special Projects, and Greg Gray, CEO, Dental Claim Support

WATER BREAK – 15 MINS

Share Your Feedback: Get Interactive with axiUm! Session 1 – Hosted by the axiUm Product Team  |  Note: sign-up required

Intiveo Presentation – Josh DeVries, CEO, Intiveo

Improving Chair Utilization with Waitlist Management – Lauralynn Mealing, Consultant, Henry Schein One | axiUm and Scott Jason, Clinical Applications Director, Harvard School of Dental Medicine

COFFEE BREAK – 30 MINS

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.

Medical Dental Integrated Patient Charts in axiUm – Linda Lee, Senior Product Manager, Henry Schein One | axiUm

Business Intelligence: Creating Dashboards from your axiUm Database – Jon Dawes, Technical Support Engineer, Henry Schein One | axiUm

WATER BREAK – 15 MINS

Financial Consortium Networking Session – Host: James (Donnie) Parris, Virginia Commonwealth University

IT Consortium Networking Session – Host: Melissa Miller, University of Pennsylvania

Clinical Consortium Networking Session – Host: Patrick Hetherington, University of Pittsburgh

WELCOME RECEPTION – River Rock Show Theatre Foyer

MORNING RUN/WALK (OPTIONAL) – Meeting Location: River Rock Hotel Lobby

MORNING COFFEE, JUICE & BREAKFAST – River Rock Show Theatre Foyer

MORNING PRESENTATIONS – River Rock Show Theatre

Welcome to Day Two – Rick Gay, General Manager, Academic , Henry Schein One | axiUm

Tackling EHR Assessments: The Importance of Evidence Based Decisions – Dale Gibson, Executive Customer Success Manager, Henry Schein One | axiUm

Tech Talk: Rotation Assignments the Easy Way – Martin Gremm, CEO, CalendarLab

Tech Talk: Rhinogram – Estel Powell, VP of Operations & Strategy, Rhinogram, Inc.

Tech Talk: LM-Dental – Juuso Huusko, Head of Strategic Business Unit DTS, LM-Dental

Tech Talk: Medicor Imaging, MiPACs – Speaker TBD

COFFEE BREAK 30 MINS

Tech Talk: Alexa Smart Properties/AWS – Karrey Pecore, Senior Business Development Manager

Advancing Oral Health: Sustainable Solutions Through Technological Evolution – Dr. Bruce Lieberthal, VP Chief Innovation Officer, Henry Schein Dental

CEDR Promotion: Mid Year 2024 at Virginia Commonwealth University

LUNCH

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!

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.

CDANet at Canadian Dental Schools: Discussion, Q&A – Lauralynn Mealing, Jason Drew, Vani Sahni, Henry Schein One | axiUm

WATER BREAK – 15 MINS

Evolving Patient Expectations in Post-COVID Dental Care – Lena Hammond, Senior Product Manager and Sandi Acres, Solutions Consultant – Customer Success, Henry Schein One | axiUm

This presentation explores the essence of patient engagement, its role in healthcare, challenges that dental clinics are experiencing, and the solutions axiUm offers. We’ll also discuss best practices for effective implementation.

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

Revenue Cycle Management – Rob Linder, Chief Strategy Officer, eAssist Dental Solutions

COFFEE BREAK – 30 MINS

The axiUm Upgrade: Process and Improvements – James Cunliffe, Henry Schein One | axiUm

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.

Empowering Academic Communities with Digital Patient Engagement Solutions: A Collaborative Approach – Estel Powell, VP of Operations & Strategy, Rhinogram, Inc.

WATER BREAK – 15 MINS

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.

COHRI Networking Session – Host: Udochukwu Oyoyo, Loma Linda University

Training Consortium Networking Session – Host: Brent Idleman, Virginia Commonwealth University

COCKTAIL RECEPTION – River Rock Show Theatre Foyer

GALA DINNER – River Rock Show Theatre

MORNING COFFEE, JUICE & BREAKFAST

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.

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.

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 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.

COFFEE BREAK – 15 MINS.

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 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.

Intro to Benefit Plans cont’d – Melissa Mathieu

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.

LUNCH – 90 MINS.

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.

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.

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.

Feeding Financials cont’d – Lauralynn Mealing

WATER BREAK – 15 MINS.

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.”

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.

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.

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.

COFFEE BREAK – 15 MINS.

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.

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!

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.

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.