Lift off with us at Summit 2020

February 26 - 28, 2020 at the JW Marriott Parq Vancouver

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Registration closes today!

Schedule & Keynote Speakers

Please note: All sessions, topics, speakers, dates, times, activities and rooms are subject to change. 

1:00 PM – 4:00 PM

PRE-REGISTRATION – Kitsilano Foyer Registration Desk

7:00 AM – 8:00 AM

MORNING COFFEE, JUICE & CONTINENTAL BREAKFAST

7:00 AM – 8:00 AM

REGISTRATION

10:00 AM – 5:00 PM

SUMMIT LOUNGE OPEN

MORNING PRESENTATIONS
8:00 AM – 8:15 AM

Welcome to Summit 2020 – Rachel Nelson, President, Exan Software

8:15 AM – 9:00 AM

The Future of the Dental Industry: Three Key Trends Dental Schools Need to Plan For – Marko Vujicic, PhD, Chief Economist & Vice President of the Health Policy Institute, American Dental Association

9:00 AM – 9:30 AM

History in The Making: Texas’ First Dental School in 50 Years – Richard C. Black, DDS, MS, Dean, Texas Tech University Health Sciences Center El Paso, Woody L. Hunt School of Dental Medicine

9:30 AM – 9:45 AM

COHRI – Upcoming Projects, TBD

9:45 AM – 10:15 AM

COFFEE BREAK 30 MINS.

10:15 AM – 11:00 AM

Experiences and Advantages of Implementing Consistency of Care – Integrated Health Solution – Mark S. Wolff, DDS, PhD, Morton Amsterdam Dean, University of Pennsylvania School of Dental Medicine

11:00 AM – 11:45 AM

Fireside Chat with Stanley M. Bergman, Chairman of the Board and CEO, Henry Schein, Inc.

11:45 AM – 12:00 PM

TBD

12:00 PM – 1:00 PM

LUNCH

AFTERNOON BREAKOUTS

Track – Financial
Room: Parq Salon A

Track – IT
Room: Parq Salon B

Track – Clinical
Room: Parq Salon C

Track – All
Room: Granville

1:00 PM – 1:45 PM

Orbiting into The World of Medical Billing – Anna Trieu, Director of Patient Services & Kristine Estes, Manager of Clinical IT, University of Texas Health Sciences Center at Houston

7.05 & 7.06 Enhancements – Doreen Xue, Manager, QA, & Nicole Waldern, Business Analyst, Exan Software Exan Software

Ortho Module – Lauralynn Mealing, Professional Services Consultant & Edward Chan, Account Executive, Exan Software

Disbanding Tribes and Building Communities – Sam Khattab, Manager, Human Resources, Exan Software

1:45 PM – 2:00 PM

WATER BREAK – 15 MINS

2:00 PM – 2:45 PM

7.05 & 7.06 Enhancements (Repeat) – Doreen Xue, Manager, QA, & Nicole Waldern, Business Analyst, Exan Software

Worst-Case Scenario Survival Handbook – Melissa Miller, Senior Director of Technology & Jared Venezia, IT Manager, Enterprise Systems, The University of Pennsylvania, School of Dental Medicine

RVU – More Than Just a Production Monitoring Tool – Sorin T. Teich, DMD, MBA, Associate Dean Clinical Affairs, Medical University of South Carolina, James B. Edwards College of Dental Medicine

Platinum Sponsor – TBD, Easy Markit

2:45 PM– 3:15 PM

COFFEE BREAK – 30 MINS

3:15 PM – 4:00 PM

TBD

The Unlucky 13 – Jim Cruickshank, Exan Software

7.05 & 7.06 Enhancements (Repeat) – Nicole Waldern, Business Analyst, Exan Software

Tips and Tricks for Training – Pirin Becker, Program Manager, Clinical Software Systems, University of Colorado, Anschutz Medical Campus

4:00 PM – 4:15 PM

WATER BREAK – 15 MINS

4:15 PM – 5:00 PM

Old Unallocated & Unapproved: What to do? – Lauralynn Mealing, Professional Services Consultant, Exan Software

axiUm Crystal Reports: Question & Answer – Sogol Nikzad, Technical Engineer, Grant Bowen, Technical Engineer & Philip Qumsieh, Manager, axiUm Support, Exan Software

Dentistry for Tomorrow – Wendy Woodall, DDS, MAGD, Associate Dean of Academic Affairs, Texas Tech University Health Sciences Center El Paso, Woody L. Hunt School of Dental Medicine

COHRI Working Groups – COHRI Board of Directors

4:15 PM – 5:00 PM

Canadian Networking Session (Room: Cambie) – Rachel Nelson, President & Sherill Corpuz, Manager, Professional Services, Exan Software

5:00 PM – 6:00 PM

WELCOME RECEPTION

6:30 AM – 7:30 AM

MORNING RUN/WALK (OPTIONAL) – Meeting Location TBD

7:30 AM – 8:30 AM

MORNING COFFEE, JUICE & BREAKFAST

9:00 AM – 5:00 PM

SUMMIT LOUNGE OPEN

MORNING PRESENTATIONS
8:30 AM – 8:35 AM

Welcome to Day Two – Rachel Nelson, President, Exan Software

8:35 AM – 9:05 AM

Point of Service Care Model – David Kochman, Vice President, Corporate Affairs, Henry Schein, Inc.

9:05 AM – 9:35 AM

Trends in Dental Education and Practice – Denice Stewart, DDS, MHSA, Chief Policy Officer, American Dental Education Association

9:35 AM – 10:20 AM

Data-driven Transformation of our Patient Journey – Ramon Enachescu, Director of Enterprise Applications, Herman Ostrow School of Dentistry, University of Southern California

10:20 AM – 10:50 AM

COFFEE BREAK 30 MINS

10:50 AM – 11:20 AM

Information Technology Risks for Dental Education: Cataloging Critical IT Resources and Data – Gary F. Guest, DDS, Associate Dean for Patient Care, University of Texas Health Sciences Center at San Antonio, School of Dentistry

11:20 AM – 11:50 AM

Exan Roadmap – Bethany Foote, Director, Product Development, Exan Software

11:50 AM – 12:00 PM

Mid Year Announcement – Melissa Miller, Senior Director of Technology, University of Pennsylvania

12:00 PM – 1:00 PM

LUNCH

AFTERNOON BREAKOUTS

Track – Financial
Room: Parq Salon A

Track – IT
Room: Parq Salon B

Track – Clinical
Room: Parq Salon C

Track – All
Room: Granville

1:00 PM – 1:45 PM

Forgotten Financial Features – Sandi Acres, Technical Account Manager, Exan Software

Consistency of Care (COC) – Bethany Foote, Director, Product Development, Exan Software

Development of a Student Dashboard in axiUm – Susan Rowan, DDS, Executive Associate Dean & Nish Shivnani, Director of Health Informatics and Technology, The University of Illinois at Chicago, College of Dentistry

COHRI – Big Mouth Repository – Britta Magnuson, DMD, Assistant Professor, Tuft University School of Dental Medicine

1:45 PM – 2:00 PM

WATER BREAK – 15 MINS

2:00 PM – 2:45 PM

Financial Networking Session – TBD, Exan Software

IT Networking Session – TBD, Exan Software

Clinical Networking Session – TBD, Exan Software

Training Networking Session – TBD, Exan Software

2:45 PM– 3:15 PM

COFFEE BREAK – 30 MINS

3:15 PM – 4:00 PM

Coding the Un-Codable: Using Unregulated Procedure Codes for Tracking and Billing Purposes – J. Donnie Parris, Director of Business Strategy, Virginia Commonwealth University, School of Dentistry

How to Budget & Integrate New Technology – David Dodell, DMD, Director of Clinical Systems, Midwestern University College of Dental Medicine – Arizona

eRx PDMP – Kirk Hasley, Director, Sales & Marketing, Exan Software

Analytics and Data Visualization: Discussion and Feedback – Nicole Waldern, Exan Software

4:00 PM – 4:15 PM

WATER BREAK – 15 MINS

4:15 PM – 5:00 PM

COHRI Strategic Steps for Grant Submission – TBD

Gold Sponsor – MiPacs: Step Into the Future – Scott Mallonee, Medicor Imaging

Implementation of the Treatment Planning Module – Elena Riccio Leach, DDS, MS, Clinical Assistant Professor, University of Texas Health Sciences Center at San Antonio, School of Dentistry

Academic Product Research: Using Design Thinking – Nicole Waldern, Exan Software

6:00 PM – 7:00 PM

COCKTAIL RECEPTION

7:00 PM – 10:00 PM

GALA DINNER

8:00 AM – 9:00 AM

MORNING COFFEE, JUICE & BREAKFAST

9:00 AM – 10:15 AM

axiUm Enhancements and New Modules in vsn 7.05 and 7.06:

  • Case Management – 60 mins.
  • Approvals Workflow – 15 mins.
10:15 AM – 10:30 AM

COFFEE BREAK 15 MINS

10:30 AM – 11:15 AM

axiUm Enhancements and New Modules in vsn 7.05 and 7.06 (cont’d):

  • Dental Devices – 45 mins.
  • 7.06 Other Enhancements – 15 mins. 
11:15 AM – 11:30 AM

WATER BREAK 15 MINS

11:30 AM – 12:00 PM

axiUm Enhancements and New Modules in vsn 7.05 and 7.06 (cont’d):

  • Rules to Support Financial Departments/Reporting – 30 mins.
12:00 PM – 1:00 PM

LUNCH

AFTERNOON BREAKOUTS

Track 1
Room: TBD

Track 2
Room: TBD

1:00 PM – 1:45 PM
What the Fees? (Financial Focus) +

Everything you need to know about FEES – From setting up fee guides, using overrides, contractual insurance fees, the rules around patient fees and understanding the overall hierarchy of fees in axiUm. This session will provide you with the knowledge to pull the right fee every time.

Looking Under the EHR Hood. (Clinical Focus) +

Supercharge your EHR with advanced features:

Treatment based EPR forms
Interventions
Status Bar Indicators
Pre-authorizations
Recalls
Approvals

1:45 PM – 2:00 PM

WATER BREAK 15 MINS

2:00 PM – 2:45 PM
Do Your Transaction Codes Spark Joy? Might be Time to Declutter! (Financial Focus) +

Is it time to De-Clutter your Transaction Codes? – Clients who have been on axiUm for many years may have a “mish-mash” of codes for Banks, Payments, Adjustments and Office Charges. A full review of how these codes work and play together can help your institution make smart decisions to declutter your codes.

Security: HIPAA or Hippo? (Admin/IT Focus) +

Using new features in axiUm to make increasing your security easier than herding hippos.

2:45 PM – 3:00 PM

COFFEE BREAK 15 MINS

3:00 PM – 3:45 PM
Feeding Your Financial Team – Info Manager Reports to Satisfy a Financial Appetite. (Financial Focus) +

While the axiUm Info Manager is loaded with reports, there are some standard reports which should be customized and generated monthly to audit the financial integrity of your data. This session will cover the key reports which will identify trends and processes which are working well and those which require immediate attention. Knowing where to “get your numbers” is key when providing financial figures for accounting purposes.

Custom Views & Other Cool Custom Tricks. (Admin/IT Focus) +

Using custom views to put information in the hands of staff that need it, enforcing start checks closer to the start of the appointment and other tricks.

3:45 PM – 4:00 PM

WRAP-UP/CONCLUSION

Course Title

General axiUm Training

Prerequisites
  • Must be an axiUm client.
  • Basic knowledge of axiUm.
Course Overview
  • Course Date: Friday, February 28, 2020
  • This is a 6-hour course, scheduled from 9:00 AM to 4:00 PM.
  • There is one track in the morning from 9:00 AM to 12:00 PM.
  • There are two tracks in the afternoon from 1:00 PM to 4:00 PM and three courses per track.
  • Attendees may switch from one track to the other throughout the afternoon.
  • Attendees are encouraged to bring their own laptops.

Keynote Speakers

Watch Webinar

You'll discover all the exciting things you can expect at the Summit 2020 conference. From engaging agenda topics and axiUm training courses, to structured networking and (of course) lots of fun activities.
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Highlights from Summit 2019

Summit 2020 Sponsors

Interested in becoming a sponsor? Check out our sponsorship page to learn about the benefits and opportunities

DIAMOND

PLATINUM

GOLD

SILVER

3Shape Silver Sponsor

Hotel & Conference Space

Our host hotel is the beautiful JW Marriott Parq Vancouver located at the epicenter of downtown Vancouver’s dynamic entertainment district. The deadline to make hotel room reservations at the group rate was Tuesday, February 11, 2020. You may still make a room reservation, however the Summit 2020 conference rate is no longer available.

Click here to access the hotel’s website.

Cancellations made within 48 hours of arrival will forfeit one night’s room and tax. Please note that you are responsible for making your own hotel and flight arrangements. The conference registration fee does not include hotel arrangements, flight, ground transportation or any incidentals related to traveling to the conference.

Conference Dates

Pre-Registration: Tues, Feb 25, 2020
Summit Day 1: Wed, Feb 26, 2020
Summit Day 2: Thurs, Feb 27, 2020
Training Day: Fri, Feb 28, 2020

Questions? Please contact us at summit@exansoftware.com

Ready to register for Summit 2020?