DisclaimerThis webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some laws. This should not be used as legal advice. Itentive recognizes that there is not a “one size fits

all” solution for the ideas expressed in this webinar; we invite you to follow up directly with us for more personalized information as it pertains

to your specific practice and issues.

Thank you, and enjoy the webinar.

About Us

Our passion is to provide solutions for our healthcare provider partners which help them improve patient care, enhance the patient experience and maintain a financially healthy practice.

Since 2003 we have specialized in NextGen®

Healthcare services including:

• Consulting

• Hosting

• Customization

• And productivity tools such as ChartGuard® and RefundManager®

Upcoming Webinars

• Meaningful Use Attestation

Wednesday, February 1, 2017

• Today’s Electronic Data Interchange…So Much More than Claims

Wednesday, March 15, 2017

• Also, keep your eyes peeled for any other webinar invites dependent on future regulatory changes

Features of NextGen KBM 8.3.11 & 5.8 UD3

What are you waiting for?

Introductions

Cindi Kincade

Vice President, Consulting Solutions

Lindsey Lanning

Healthcare Compliance Consultant

Features of NextGen KBM

8.3.11 & 5.8 UD3

What are you waiting for?

Today’s Webinar

• 5.8 UD3

PM

EHR

NextGen Patient Portal

• KBM 8.3.11

• Upgrade Process

General Release

• On October 28, 2016 NextGen announced that the NextGen Ambulatory EHR and NextGen Practice Management (NextGen EHR/PM) version 5.8 UD3 was in general release (GR).

• On November 6, 2016 NextGen also announced that KBM 8.3.11 was now available in General Release.

NextGen Advantages to Upgrading

“Enhanced Patient Engagement, Integrated Care Guidelines”

“Streamlined Workflow for an Improved Patient Experience”

“New specialties, enhancements, improved MyPlan with KBM 8.3.11”

“Better product development process”

5.8 UD3 PM

Practice Management Toolbar

• Added buttons to the PM Toolbar for an easier pathway to:

NextPen

NextPen Print

BBP

NextGen Clearinghouse

• Also added to Tasks menu

• Toolbar single sign on for the NextGen Clearinghouse

Patient Information Bar

• A New Patient Information Bar has been added. It is configurable and can provide key financial, demographic, and encounter/appointment information in an easy to see location—streamlining users work flow.

• This allows user to easily access:

Appointments

Insurance

Patient balance

Recalls

Eligibility

Tasks

Access to Care Guidelines

Appointment Scheduling has been updated to include a patient’s Clinical Care Guidelines

Optical Character Recognition• Add/update

demographics from a scanned driver’s license, or patient insurance information from a scanned insurance card

• Imported information that differs from current information will be highlighted in yellow

• Consideration when using: OCR will be in all upper-case

Recall Plan

The Recall feature in PM has seen several updates in an effort to improve usability. New features include:

• Allowing users to edit existing recall plans, place multiple patients on a recall plan, and track recall plan stop reasons

• A new field that shows the last performance date

• Push pin notification icon on the appointment screen to indicate an active recall plan

• Updated recall plan alert to show name and due date of recall

• A brand new alert for expired patients on an active recall plan

Worklog

• Enterprise worklog

• Saving search criteria

• Added filters on the General tab

• New user preferences

New features include:

Enhanced Forms

• PM now utilizes a new form builder that allows users greater formatting options such as:

Copy and paste

Use of various fonts

View or insert

• This allows users to:

Create custom fee tickets

Archive an actual copy of the form/letter

Capture electronic signatures

Set-up and print groups of forms

View an image of letters that have been sent to the patient

Enhanced Form

Credit Card Processing

Integrated credit card processing functionality allows for greater security and more options when collecting payment. New features include:

• Token ID to store patient credit cards

• Print credit card receipts

• Collect signatures via E-pad

• Process credit card payments for encounters in bad debt status

Statements

To ensure collections efficiency new options have been added to the practice preferences that include:

• The ability to apply dunning messages based on statement counter

• Multipage statements without the header and footer showing on every page

Real-time Transaction Server

• With the help of a new interface, RTS eligibility requests and responses will see some enhancements allowing users to:

Verify eligibility for payers that have not been added to the patient chart

Submit eligibility transactions for multiple payers in real time

View claim status responses directly from the patient’s chart

• The need to manually add every payer during set-up has also been eliminated

Electronic Remittance Advice (ERA)

• The system can now create an EOB for manual payments that users can view that utilizes the same functionality available for ERA payments that are manually added, and manually posted insurance payments

• This also provides practices access to a complete EOB after posting payments that did not post in the ERA process, as well as manually posted insurance payments that can be used to review discrepancies and also to send with paper non-primary claims

NDC Codes

New features now allow users to search and assign the correct NDC code for entered charges more efficiently.

Specifically users can:

• Sort columns in the NDC library

• Add NDC codes in the Charge Entry screen

Which are then saved in the NDC library for future use

• Track changes made to the NDC code in the Charge Entry screen through New Significant Events and Advanced Audits

Add NDC Codes in Charge Entry

Unapplied Credits

• There is a new feature that automates the process of applying multiple encounter unapplied credits without having to navigate to each patient’s chart

• This auto-applies co-pays in a batch mode

Reporting

Some new reporting options are available with this upgrade including:

• A new information tab with the top 10 most utilized reports within NG PM that explains the report’s purpose and provides examples

• Additional columns on the A/R Analysis report

• An enhanced Claim Production Status report to include relevant claim information to reduce the need to open up the encounter to view additional information

New Info Button

Consolidated Services Claim

This new feature allows for consolidating charges from all same-day patient encounters onto a single claim that is then submitted to the payer.

Other Misc.

• File Maintenance Payer Master Updates

• Track preference changes

• Patient merge exemption

• Restrict users from viewing patient information

• Automated process for small balance write-offs

• Search option

• Enhanced phone number search

5.8 UD3 EHR

Inbox Improvements

Numerous features now allow for increased efficiency from the inbox:

• The user can now see the number of unopened tasks, PAQ items, and portal messages

• There are more options to hover over certain buttons and see more information such as lab results or appointment information

View future appointments and wait time after check-in by hovering over Appointments badge

• The user can attach an HIE document (or a document not part of an encounter) to a task

Patient Information Bar

• New enhancements added to the Patient Information Bar include:

A new patient portal icon that replaces the NextMD icon which shows enrollment status and provides access to the portal management window

A new lab results link to provide quicker access to lab/radiology test results

A new appointments badge displays the number of future appointments that patient has and when the user hovers over this it shows the date, provider, and reason

The ability to hover over contact and all badges to show full detail

The ability to configure badge buttons

NextGen Care

A number of improvements have been made to NextGen Care including the ability to:

• Import a patient cohort from an Excel spreadsheet

• Add patients to cohorts on the fly in EHR

• Add an alert to the chart of every patient in a cohort

• Send patient education to an entire cohort

• Print the Care Guidelines gaps in care for a single patient or whole cohort

Enhanced Orders Functionality

• When processing orders, users can now:

Send lab results directly to the NextGen Patient Portal through the Workflow

Configure Required Orders Module Fields

Track the lifecycle of an order

Designate non-providers to view confidential lab results

• Users can also close the loop with greater ease because incoming results and consults can be matched with open orders for the current patient

Send Lab Results to NG Portal

Configure Required Order Fields

Enhanced Order Management Template Functionality

On the Order Management template users can:

• Filter by lab and radiology test descriptions

• Filter by overdue orders

• Select an order and access the patient’s chart directly

Enhanced Immunization Functionality

Enhanced Immunization functionality includes:

• Reconciling a patient’s immunization data to current registry data and existing immunization data

• Create custom names for vaccines that can be used for display and searches

• Generate a Vaccine Inventory Master File Report

Create Custom Vaccine Names

Medication Module

In the Medication Module, users can now:

• Select customized denial reasons when responding to a prescription refill

• Cancel an e-prescription right from the EHR without a call to the pharmacy

Reporting

There are quite a few new reporting features which include:

• Alternating shading of patient data

• Immunization summary report based on CDC Schedule

• Open telephone calls report

• Lab requisition crystal report

• Dual diagnosis coding sub report

Other Miscellaneous Features

• Telephone call component which allows users to customize default call types

• Change view categories which allows users (with permission) to change the category of items on the categories tab

Telephone call component

Change view categories

5.8 UD3 NextGen Patient Portal

NextGen Patient Portal

• New features include:

Out of Office Delegates

Lab results integrated

Statements and payments

Demographic Synchronization

Manual CCDA Push to NG Patient Portal

Enrollment Management

• Response Fields

• Status Icons

KBM 8.3.11

Behavioral Health New functionality includes:

• New templates for agencies to document services provided in a residential treatment center:

Residential Services Visit Type

Residential Administration template

A Residential Bed Board practice template

• DSM-5 criteria met

• Brief Assessment template changes

• Shift Note template set

CardiologyNew Cardiology functionality impacts:

• Procedure templates

Updated for certification and interface standards

• American College of Cardiology Pinnacle Registry

Registry data is available on a single template

• Appointment integration

Doctor Visits, Labs and Procedure Order templates allows accessing scheduled appointments from NextGen Practice Management

• Workflow

An updated Cardiology Procedure Summary section allows for the display of grid data in reverse chronological order

A new filter allows provider names to be viewed in groups

Dermatology

New features and a streamlined workflow dramatically enhance documentation for dermatology patients. Features include:

• Image-driven charting

• Cosmetic Injectable Template

• Biopsy Log

Cosmetic Injectable Template

Ophthalmology

The following improvements are included in this release for Ophthalmology:

• Contact Lens Exam

Can document all activities involved in fitting and dispensing contact lenses to patients

Providers can review and document reason for visit, contact lens experience, history of prescriptions, current contact lens prescriptions for trial lenses and final lenses, and record patient instructions

• Post- Op Exam template modifications

• Closed loop order functionality

Contact Lens Evaluation

Pediatrics

Several updates have been released for pediatric encounters including:

• Survey of Wellbeing of Young Children (SWYC) template updates

• Well Child Soap

• Growth Data

• Social Histories

Orthopedics

• Changes to the Orthopedic template set have been made to more accurately reflect an orthopedic patient encounter

• Specifically a complete re-design of the fracture/casting/strapping template has been released

Fracture/Casting/Strapping Template

Women’s Health

New features and enhancements related to Women’s Health include:

• OBGYN Synopsis template

• Abnormal Pap HPI template

• OB Postpartum Visit template

• Parity Auto-Calculation

• Family Planning HPI

Parity Auto-Calculation

With the update, the gravidity and parity will now auto-calculate based on your documentation. If the Parity numbers do not match the documented Pregnancy history, there will be a warning, numbers will be highlighted yellow, and the auto-calculation will be disabled until this is reconciled.

If the Gravidity and Parity is documented properly, you will see the auto-calculation correct.

Post-Partum Visit

From the Post-Partum HPI, there are now expanded documentation options.

Other MISC.

• My Custom Plan

Includes new features to reduce number of clicks such as ability to bypass orders module processing, new ask on order entry (AOE) functionality, an info icon next to AOE button, a defaulted billing type of ‘patient’ if no insurance is attached to a chart

• Pre- Visit Planning Template

Enables providers to gather medical history before an appointment

• Manage Follow-Up Plans

Captures and maintains detailed records of patient follow-up plans by showing the required amount of contacts and documentation needed based on the type of follow up plan

Regulatory Enhancements

EHR

• Allow “cancel” and “change” eRx messages to be sent

• Show patient’s prescription fill information from pharmacies in EHR

• Allow two-way communication with state controlled-medication databases (“PDMPs”)

• Enable immunization forecasting (which vaccines are “due”) from registries or external entities

• Allow “corrected” lab and diagnostic results to be sent to the patient portal

• Enable 2-factor authentication using biometric and hard tokens

• Allow (external) clinical decision support for radiology orders

KBM

• Better workflow for Referrals and Transitions of Care

• New templates/data points for Care Plans, Health Surveys, and Care Team (for CCDAs)

• Updated data points for cancer and public health registries

• Clarification (for ACI reporting) when staff orders lab, radiology and medications

• New/updated clinical quality measures (CQMs) not yet released from CMS (for Quality reporting)

• Clinical Decision Support – adding references for order sets

• Ability to mark Patient Education items sent electronically

Upgrade Process

An Upgrade Affects all Users

• Set Up Team – File Maintenance, System Practice Templates, etc. will need to be configured

• Providers and Clinical Staff -Need to determine and understand the changes that will impact their workflow

• Management- Training of the new features and enhancements will be necessary for clinical users

• Front Office Staff - Need to determine and understand the changes that will impact check-in and billing

How to Upgrade to 5.8 UD3

• Open a Case with the following information:

Category: Product Maintenance

Topic: Upgrade

Sub-Topic: Core

Description: 5.8 UD3 Upgrade

• Once this is completed an account manager will contact you

• A core upgrade includes ancillary products such as Rosetta

How to Upgrade to KBM 8.3.11

• Open a Case with the following information:

Category: Product Maintenance

Topic: Upgrade

Sub-Topic: KBM

Description: 8.3.11 Upgrade

• Once this is completed an account manager will contact you

• A Single case for the whole process fro KBM 8.3.11 and 5.8 UD3

No longer have to open up multiple cases for the same upgrade

Same technical resource for both upgrades prod and test

Uncertain Where Your Practice Stands?

Let Itentive help:

• By assessing your current readiness

• Providing recommendations

• Implementation of new processes and procedures

Next Steps

• Visit us Itentive.com

• Sign-up for our informative webinars and blog

• Consider our 3-day, fixed price on-site consultations:

Clinical Workflow

Revenue Cycle and Front Office

Technology and Performance

• Test Drive our Products

Questions

• Lindsey Lanning

Healthcare Informatics Coordinator

llanning@Itentive.com

224-220-5621

• Cindi Kincade

Vice President, Client Solutions

ckincade@Itentive.com

224-220-5575

Thank you