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Next Generation Dental Software including electronic health records (EHR) are quickly changing the landscape for dental practices. However, this new generation of software technology has never been so complex. There have never been so many options. Then there’s the growing buzz about governmental mandates, patient care accountability, increased HIPAA risk and liability, the oral systemic connection, and the push to move everything to the cloud. It’s all so confusing.

My seminars and workshops help clinical and administrative staff evaluate and understand features and benefits of “next generation” dental software and EHR technology to make informed decisions. Attendees also learn insider tips on how to “level the playing field” with dental software vendors and to take control from evaluation and selection, to price and contract negotiation, to implementation and training, to holding vendors accountable.


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The Economic, Workflow, and Patient Care Benefits of 'Next Generation' Dental Software and EHR
There are numerous benefits to the economic bottom line, clinical operations and workflow, and patient care of a practice that embraces EHR. As this exciting new technology evolves and takes hold, we will expect to see innovations in electronic prescribing, integration with evidence based treatment planning and protocols, electronic referral management, clinical data exchange between practices, workflow and task management, health maintenance alerts for overdue procedures and exams, and many other innovations that will dramatically improve clinical and administrative efficiencies Learning Objectives:

  1. Improving the referral process
  2. Reducing practice liability
  3. Increasing Cash Flow and Claims Processing,  and reducing coding errors
  4. Increasing patient satisfaction through web portals
  5. Having your patient’s updated medical information at your fingertips
  6. Effectively working with electronic Prescribing
  7. Having evidence based procedures and protocols available
  8. Utilizing real time patient education
  9. Managing patient care within the integrated care team
  10. Incorporating analytics to measure and improve practice profitability and patient care
  11. Sharing patient data between providers. Health Information Exchange & Interoperability
Choosing the Right “Next Generation” Software and EHR for Your Needs
Providers and practice managers typically spend months viewing vendor demos, talking to colleagues, scanning social media and searching the Internet for the magic bullet that will lead them to the right software. What they really want is to reduce the stress and time associated with making the right decision.  There are proven methods that will help you choose the right vendor in a timely manner and be successful. Learning Objectives:

  1. Prioritize system features for your practice or group
  2. Use a team approach for vendor evaluation
  3. Structure a Request for Proposal (RFP) and vendor evaluation
  4. Understand differences in technology
  5. Evaluate whether Cloud or Web based technology is right for you
  6. Arrange effective and time-saving vendor demonstrations
  7. Compare vendors side by side
Have it Your Way! - Negotiating Winning Dental Software and EHR Contracts
Whether a practice needs to upgrade to a more advanced practice management system or is integrating next  generation electronic health records, chances are that they will be given a one sided contract which protects the vendor’s interests but not those of the practice.  So how does a dental practice protect itself, and its considerable financial investment, when dealing with vendors, especially in evaluating and negotiating contracts? How does the practice assure adequate support after implementation? How does it avoid making expensive mistakes? Remember, although dental practice attorneys are familiar with many types of dental practice agreements, dental software and EHR contracts can be a whole different ball game, requiring specific technical knowledge and experience. Learning Objectives:

  1. Understand complicated price proposals
  2. Negotiate the best price using win-win strategy
  3. Avoid hidden or unnecessary costs and charges
  4. Assure solid support, now and in the future
  5. Protect yourself from vendor insolvency
  6. Maintain control of your patient data
  7. Control future costs
  8. Get favorable payment terms
  9. Get adequate warrantees
  10. Hold your vendor accountable for promises made
Take Charge and Manage Your Dental Software Vendor
Are you concerned that you’re software implementation is not going as smoothly as your vendor had promised and the whole process is affecting your daily operations? Have you tried to call your vendor to take care of support issues or just provide a level of service you expect, but haven’t gotten satisfactory response? Mike shares stories, case studies, and strategies of organizations that have experienced and overcome vendor issues. This is for you if are either about to purchase software, in the middle of an software implementation, or have already gone live and need to: Learning Objectives:

  1. Be proactive in bringing issues to the forefront
  2. Get your vendor to listen
  3. Develop a plan and process for issue resolution
  4. Include vendor accountability in the contract (for those that haven’t signed contracts)
  5. Get vendor accountability (for those that have already signed contracts)
  6. Understand how a vendor looks at client issues
  7. Use documentation to manage issues
  8. Escalate unresolved issues
  9. Get the support you need
What's The Meaning of Meaningful Use? The Facts and Myths of Federal EHR Mandates & Incentive Programs
Every day aggressive dental vendors and consultants are trying to convince practices that they must purchase their software and/or services quickly or risk the chance of either not being in compliance with the Federal EHR mandate or losing federal money they can claim. The Federal Electronic Health Records Incentive program announced by the Office of the National Coordinator has catalyzed and sped up the movement towards dental electronic health records adoption.  However, much of the information publicized regarding this program can be misleading, misunderstood, or riddled with misinformation. With potential subsidies of $63,000 per dentist for purchasing EHR technology are these deals too good to be true? Is there a catch? And, as a dental provider, how relevant is all this talk of EHR reimbursement and mandates. By understanding the facts and myths surrounding these EHR funding programs, providers and practice managers should be able to make more informed decisions Mike teaches:

  1. What the Federal Meaningful Use program is and how does works
  2. Is there really a federal mandate and does it affect dental providers?
  3. Are dental software vendors addressing Meaningful Use?
  4. What you need  to be eligible for Meaningful Use reimbursement
  5. How to Understand  vendor Meaningful Use guarantees
  6. How certification is evolving.
  7. What are the long term goals of Meaningful Use?
Look at Clouds from Both Sides Now: Pros & Cons of Web and Cloud Based Dental Software
One of the major barriers to purchase “next generation” dental software has been the daunting task of building an IT infrastructure, purchasing servers and networks, and hiring either IT staff or consultants to build and support it. Practices and larger multi-clinic groups are many times out of their element when attempting such purchases. These concerns can many times be alleviated by either purchasing web based software or outsourcing existing software to an outside  hosting Service. However, there are a number of considerations to address before tackling these options. Mike explores the following:

  1. Compare a web or cloud based solution to an in house approach.
  2. Understand the benefits of a Cloud  based solution
  3. Select a Cloud software vendor
  4. Make sure the vendor lives up to their commitments
  5. Address the components of a good Cloud based contract
  6. Make sure you are in control of your patient data
HIPAA and The Dental Office – The Rules They are a Changin’
Beginning September 23, 2013 HIPAA compliance became increasingly complex with more accountability and liability from the dental practice. In this new world of electronic records, next generation dental software and associated patient data the onus is on a practice and their business associates more than ever to assure there are no breaches or inadvertent lapses of patient information security. HIPAA rules and regulations that might have been taken lightly in the past are coming to the forefront in the minds of every office manager, given increased potential liability of $50,000 per occurrence as well as criminal liability. Understanding the rules and associated compliance can be essential to the financial health of a practice Learning Objectives:

  1. How do you assure office to office and office to patient communications are HIPAA compliant
  2. What is your responsibility regarding patient information breaches
  3. What is the potential liability
  4. How are business associate agreements (BAA) structured
  5. Patient rights to information
  6. What are rules around use of patient data?
  7. How do you choose a HIPAA compliant software and/or cloud vendor?
  8. What makes a data center HIPAA compliant?
  9. What HIPAA provisions should you include in your software and/or cloud vendor contracts?