Preliminary Schedule as of April 15, 2024

Please note: this is a preliminary schedule. All sessions, topics, speakers, dates, times, activities, and rooms are subject to change.

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

8:00 AM – 8:15 AM

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

8:15 AM – 8:45 AM

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

8:45 AM – 9:30 AM

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

9:30 AM –10:00 AM


10:00 AM – 10:45 AM

axiUm Product Roadmap – Jessica Jensen, Lena Hammond, Linda Lee, Henry Schein One | Exan

10:45 AM – 11:45 AM

Dental Education Models Keynote & Panel Discussion – TBD

11:45 AM – 12:00 PM

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

12:00 PM – 1:00 PM



Whistler Ballroom A

Whistler Ballroom B

Whistler Ballroom C

Track – IT
Room: TBD

1:00 PM – 1:45 PM

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


Dental Claim Support – William Snipes, Assistant VP of Strategy & Special Projects, Dental Claim Support

1:45 PM – 2:00 PM


2:00 PM – 2:45 PM

Hands-on Usability Feedback Session 1 – Jessica Jensen, Henry Schein One | Exan

Rhinogram – Gold Sponsor – Estel Powell, VP of Operations & Strategy

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

2:45 PM– 3:15 PM


3:15 PM – 4:00 PM

Unlocking Potential: The Future of AI-driven Dentistry in the AWS Cloud – David Caicedo, Senior Healthcare Business Manager, Amazon Web Services

Join Henry Schein One | Exan and AWS for a cloud-focused keynote that dives into the future of dentistry. Discover how cloud technology can revolutionize your dental school.


4:00 PM – 4:15 PM


4:15 PM – 5:00 PM

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

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

8:30 AM – 8:35 AM

Welcome to Day Two – Rachel Nelson, President, Henry Schein One | Exan

8:35 AM – 9:20 AM

EHR Assessment Master Class: The Case for axiUm – Dale Gibson, Henry Schein One | Exan

9:20 AM – 9:35 AM

Tech Talk: CalendarLab – Martin Gremm, CEO, CalendarLab

9:35 AM – 9:50 AM

Tech Talk: Intiveo – Josh DeVries, CEO, Intiveo

9:50 AM – 10:05 AM

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

10:05 AM – 10:20 AM

Tech Talk: Medicor Imaging, MiPACs – Speaker TBD

10:20 AM – 10:50 AM


10:50 AM – 11:05 AM

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

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

CEDR Promotion: Mid Year 2024 at Virginia Commonwealth University

12:00 PM – 1:00 PM



Whistler Ballroom A

Whistler Ballroom B

Whistler Ballroom C

1:00 PM – 1:45 PM

Accelerating Adoption with Customer Success – Chris Walters, Henry Schein One | Exan

Accreditation and CODA Reporting – Sheila Kennedy, Assistant Dean of Institutional Development and Faculty Affairs and Pirin Becker, Associate Director of Information Technology, University of Colorado, Anschutz Medical Campus

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

1:45 PM – 2:00 PM


2:00 PM – 2:45 PM

Evolving Patient Expectations in Post-COVID Dental Care – Lena Hammond, Sandi Acres, Henry Schein One | Exan

Leveraging axiUm’s Optimization Services – Marty Shah & Dale Gibson, Henry Schein One | Exan, 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

2:45 PM– 3:15 PM


3:15 PM – 4:00 PM

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

Engaging With axiUm Product – Tamara Lee, Jessica Jensen, Henry Schein One | Exan

Intiveo – Josh DeVries, CEO, Intiveo

4:00 PM – 4:15 PM


4:15 PM – 5:00 PM

Hands-On Usability Feedback Session 2  – Jessica Jensen, Henry Schein One | Exan

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

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

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


Basic axiUm Admin
Room: Whistler Ballroom A

Advanced axiUm Admin
Room: Whistler Ballroom B

9:00 AM – 9:30 AM

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.

9:30 AM – 10:30 AM

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.

10:30 AM – 10:45 AM


10:45 AM – 11:15 AM

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.

11:15 AM - 11:45 AM

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.

11:45 AM - 1:15 PM


1:15 PM – 1:45 PM

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.

1:45 PM – 2:15 PM

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

2:15 PM – 2:30 PM


2:30 PM – 3:00 PM

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.

3:00 PM – 3:30 PM

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.

3:30 PM - 3:45 PM


3:45 PM - 4:15 PM

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!

4:15 PM - 4:50 PM

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.

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.