Agenda

Description: In this course, participants will learn how to maintain their Avatar systems, including database management, registry management, user maintenance, and system security. Participants will also learn how to access help options and perform basic troubleshooting.

Objectives: In this course, participants will:

• Get introduced to and understand the system’s dictionaries and tables.
• Learn how to update and add dictionary values to the system.
• Learn where many collateral database functions are and what they do.
• Gain a high-level understanding about some of the system administrative tools available to manage a myAvatar system, its security, and its users.
• Understand the purpose and function of the Registry Settings form.
• Learn the most commonly used processes within the system related to user maintenance.
• Identify where the most commonly used forms are located that help resolve user requests and user issues.
• Learn where and how to get help resolving issues with myAvatar.

Level: Basic

Prerequisite(s): None.

Technical Requirements: A laptop with Wi-Fi capability. Training environment credentials will be sent prior to class and must be tested prior to the event start date.

Cost: $399/person

Description: In this course, participants will learn how to maintain their Avatar systems, including database management, registry management, user maintenance, and system security. Participants will also learn how to access help options and perform basic troubleshooting.

Objectives: In this course, participants will:

• Get introduced to and understand the system’s dictionaries and tables.
• Learn how to update and add dictionary values to the system.
• Learn where many collateral database functions are and what they do.
• Gain a high-level understanding about some of the system administrative tools available to manage a myAvatar system, its security, and its users.
• Understand the purpose and function of the Registry Settings form.
• Learn the most commonly used processes within the system related to user maintenance.
• Identify where the most commonly used forms are located that help resolve user requests and user issues.
• Learn where and how to get help resolving issues with myAvatar.

Level: Basic

Prerequisite(s): None.

Technical Requirements: A laptop with Wi-Fi capability. Training environment credentials will be sent prior to class and must be tested prior to the event start date.

Cost: $399/person

Description: This course will show participants how to use the myAvatar Billing Learning Network to identify areas for improvement in your agency’s revenue cycle, based on key performance indicators (KPI).

Objectives: By the end of this course, participants will be able to:

• Leverage myAvatar data sets successfully.
• Identify areas for improvement in your organization revenue cycle based on KPI.
• Review and discuss agency proficiencies and managed areas needing improvement.

Target Audience: System administrators or key billing personnel responsible for setting up myAvatar billing functionality.

Level: Advanced

Prerequisites: Familiarity and experience with the complete billing cycle as well as clinical documentation required for billing. Intermediate knowledge of the myAvatar table structure, Crystal Reports, and basic knowledge of SQL Queries.

Technical Requirements: A laptop with Wi-Fi capability.

Cost: $399/person

Description: In this course, participants will learn how ScriptLink and web services can be leveraged to increase system usability, efficiency, data accuracy, and compliance. For instance, by automating data validation tasks such as scoring and scoring results, clinicians can rely on the system to score assessments quickly and provide feedback on recommended next steps based on the score.

Objectives: By the end of this course, participants will be able to:

• Reduce double data entry tasks through the use of web services to import data into myAvatar from a 3rd party application.
• Retrieve data from myAvatar for use in other programs.
• Automatically calculate assessment scores based on user selections.
• Default specific data to myAvatar forms based on agency requirements.
• Validate data entry and provide feedback to end users via pop-up messages.
• In addition, launching another myAvatar form or opening a website can be completed based on data validation

Target Audience: Avatar System Administrators with a minimum of 6 months myAvatar modeling experience. An understanding of Microsoft Visual Studio or .NET services is recommended.

Level: Advanced

Prerequisites: None

Technical Requirements: A laptop with Wi-Fi capabilities

Cost: $399/person

Description: We’re excited to offer a comprehensive Netsmart Homecare billing course designed especially for end users. This course will take you through the life of a claim, from start to finish. We will outline recommended practices and offer additional tips and tricks along the way. Learn new functionality and enhancements that will provide even greater efficacy to your current processes.

Objectives: By the end of this course, participants will be able to:

• Prepare a list of recommended pre-billing reports to ensure clean claims
• Apply recommended practices to an existing billing process
• Process billing cycles
• Process Immediate cycles
• Generate EMC files
• Select and process Late EMC
• Explain various claim holding and suspending techniques

Target Audience: Finance and billing department end users

Level: Beginner to Intermediate

Prerequisites: Knowledge of the Netsmart Homecare system conventions and a general understanding of billing concepts and other related agency processes.

Technical Requirements: A laptop with Wi-Fi capability

Cost: $399/person

Description: In this course, participants will learn how to maintain their myEvolv systems in a manner consistent with recommended practice guidelines, including new staff setup, security basics, dealing with staff turnover, and resolving basic user requests. Participants will also gain a high-level understanding of the myEvolv Application Maintenance module and Utilities sub-module. The course will also include some troubleshooting basics and Netsmart’s recommended practice for contacting support, entering tickets, and monitoring support cases.

Objectives: By the end of this course, participants will be able to:

• Complete new staff setup in myEvolv.
• Setup default navigation schemes by department or role.
• Assign appropriate security level access.
• Monitor and update staff credentials.
• Reassign tasks by supervisor or staff due to turnover.
• Resolve basic user requests.
• Troubleshoot key processes in myEvolv.
• Enter support tickets using Netsmart recommended practice.

Target Audience: System administrators responsible for system maintenance with less than 1 year of experience using myEvolv.

Level: Beginner to Intermediate

Prerequisites: Knowledge of myEvolv system conventions.

Technical Requirement(s): A laptop with Wi-Fi capability.

Cost: $399/person

Description: We’re excited to offer a comprehensive myEvolv Billing course designed especially for end users. This course will take you through the life of a claim, from start to finish. You will actively participate in the process with hands-on exercises in a live myEvolv training environment. We will outline recommended practices and offer additional tips and tricks along the way. Learn new functionality and enhancements that will provide even greater efficacy to your current processes.

Objectives: By the end of this course, participants will be able to:

• Create a pre-billing checklist to ensure clean claims
• Apply recommended practices to an existing billing process
• Create scheduled recurring billing runs
• Reprocess individual batches
• Group claims for remittance based on status or payer
• Run reports on the billing run level
• Add notes at a claim level and generate report

Target Audience: System administrators responsible for system maintenance with less than 1 year of experience using myEvolv.

Level: Beginner to Intermediate

Prerequisites: Knowledge of myEvolv system conventions and a general understanding of billing concepts and other related agency processes.

Technical Requirements: A laptop with Wi-Fi capability.

Cost: $399/person

Description: In this course, participants will learn how to maintain their myUnity Senior Living Care Record.

Topics include:

• Organization parameter configuration
• Hands on forms builder
• System security
• Financial Setup
• Clinical Setup
• Common Process Setup
• User/Role Setup

Participants will also learn how to access help options, the Netsmart Wiki and perform basic troubleshooting.

Objectives: In this course, participants will:

• Get introduced to and understand the system’s setup & configuration components.
• Learn which security settings impact others in the integrated solution.
• Gain detailed knowledge about how the integrated solution drives quality of care across multiple care settings.
• Learn how to set up and maintain users within the myUnity platform.
• Learn the most commonly used processes within the system related to user maintenance.
• Identify where the most commonly used forms are located that help resolve user requests and user issues.
• Learn where and how to get help resolving issues.

Target Audience: System administrators, IT Directors with less than 6 months of experience using myUnity

Level: Basic

Prerequisites: None.

Technical Requirements: A laptop with Wi-Fi capability. Training environment and super user access.

Cost: $399/person

Description: In this course, participants will learn about the changes in the myUnity platform over the last two years and learn how to adopt them to meet the needs of their agency.

Content for discussion will be (not limited to):

• Clinical
  • MDS Submission & Usability
  • Touchscreen
  • Cross Continuum Review
  • Visionary POE
  • Wound Protocols
• Financial
  • Claim Management
  • Patient Review
  • PPS/OBRA RUG Updates
  • Financial Ribbon
  • Charge Batches & Charge Posting
  • New GL Processes
  • Month End Close
• Admissions
  • To Do’s
  • Cross Continuum Review
• CareGuidance Offerings
  • CareConnect Inbox
  • Carequality
  • KPI Dashboards
  • HIE Integration

Objectives: Content for discussion will be (not limited to):

• Review current business practices and tailor them to recent solution enhancements
• Communicate changes to end users along with their business impact
• Configure/test/train/implement the new features/functions

Target Audience: Client team members who are associated with the clinical and financial application of the myUnity Senior Living platform. Users should have ability for input for policy & procedure changes. Project Manager, Financial & Clinical Application Expert, Trainer, Systems Analyst, Business Analyst, IT Director

Level: Intermediate to Advanced

Prerequisites: Knowledge of and experience with the setup of all processes and workflows within myUnity Senior Living. Organizations must be out of the activation/go live phase of the implementation for at least 90 days.

Technical Requirements: A laptop with Wi-Fi capability, UAT/TEST/Training Database Access

Cost: $399/person

Description: The course will provide an overview of the new Scheduler functionality and outline the recommended approach for implementing it. The agenda will include:

• Setup and Configuration
• Best Practices for Scheduling
• Education Tools and End-user Training Approach
• Managing Change
• Supporting Your Staff after Go-live

Objectives: By the end of this course, participants will be able to:

• Understand how Scheduler can help maximize agency efficiencies
• Assess their current scheduling processes and identify where changes will be required
• Create change management, communication, and end-user support plans
• Configure/test/train/implement the new features/functions
• Access education tools

Target Audience: Client team members who are associated with the scheduling portion of the Advisor platform and responsible for the implementation of new functionality - Project Managers, Schedulers, Clinical Managers, Educators, System Administrators.

Level: Basic

Prerequisite(s): Experience with the current Advisor Scheduling

Technical Requirements: A laptop and iOS device with Wi-Fi capability. Training environment access.

Cost: $399/person

Description: This course will emphasize conditionally grouping, sorting, and filtering data to reduce the number of ad hoc requests while increasing data accessibility. In addition, tools such as SQL commands and the Report Definition SQL query builder will be used to increase report performance.

This course is intended for individuals interested in exploring the options for organizing complex data into informative reports to keep pace with changing healthcare IT needs. If it seems too advanced, consider taking the Basic Crystal Report Writing course being offered on Sunday, prior to the conference.

Objectives: By the end of this course, participants will be able to:

• Create reports using multiple ODBC connections.
• Create sub-reports and shared variables.
• Cover advanced SQL commands and sub-queries, such as:
  • Selecting specific data from a ‘virtual’ table via left outer join.
  • Using SQL functions not available in a view such as UNION ALL.
• Perform advanced conditional filtering.
• Perform conditional grouping.
• Maximize the use of Report Definition, including passing through multi-select lists to Crystal Reports.

Target Audience: Report writers with intermediate knowledge of the myAvatar table structure and Crystal Reports and basic knowledge of SQL Query and form definition.

Level: Advanced

Prerequisite(s): Knowledge of how to create an Open Database Connectivity (ODBC) connection: modify, import, and export existing reports; perform condition queries; create a combined clinical/billing report; and write basic SQL commands.

Technical Requirements: A laptop with Wi-Fi capability. Participants must also have access to their organization’s UAT tables.

Cost: $399/person

Description: This course will explore the new enhancements released in myAvatar Practice Management (PM) Billing. Participants will learn the steps needed to configure and enable the new functionality. Topics and/or forms will include, but are not limited to:

• myAvatar Self Pay Redistribution
• Recommended Practices for Correcting Services and Documentation Information
• 837/835 Configuration of Other Subscriber Information
• Configure System Logic for 835 Rebilling, Secondary Billing, and Transfer
• AR Console

Objectives: By the end of course session, participants will be able to:

• Facilitate adoption of recommended practices for billing.
• Configure myAvatar system logic methodology to efficiently submit secondary bills claims.
• Implement new functionality to Improve workflow efficiency while increasing AR net collections.

Target Audience: System administrators or key billing personnel responsible for setting up myAvatar billing functionality. Level: Advanced

Prerequisite(s): Familiarity and experience with the complete billing cycle as well as clinical documentation required for billing.

Technical Requirements: A laptop with Wi-Fi capability. Training environment credentials will be sent prior to class and must be tested prior to the event start date.

Cost: $399/person

Description: This course will explore new enhancements to clinical documentation, workflow, and data retrieval to improve client care.

Objectives: By the end of this class, you will be able to:

• Configure views to use the new Console Widget Viewer functionality
• Recognize the ability to pull key assessment data into the Problem List, Treatment Plan and Progress Notes using Assessment Mapping
• Recognize the benefits of Site-Specific Section Modeling to add agency specific data elements to core myAvatar forms
• Adopt recommended practice settings such as registry settings, system defaults, and more.

Target Audience: System administrator or key clinical EHR staff responsible for setting up myAvatar functionality

Level: Advanced

Prerequisite(s): Familiarity and experience with console views and workflow within myAvatar

Technical Requirements: A laptop with Wi-Fi capabilities. Training environment credentials will be sent prior to class and must be tested prior to the event start date.

Cost: $399/person

Description: In this course, participants will learn about the new efficiencies available in Finance 2.0. These include a more integrated setup process, new action-based widgets, and an intuitive cash application process designed with end users in mind. This hands-on training will take you through recommended finance configurations and look at ways you can use new NX functionality to optimize your agency’s finance-related workflows and processes.

Participants are expected to be able to discuss agency proficiencies, as well as areas that may need improvement.

Objectives: By the end of this course, participants will be able to:

• Modify finance settings based on recommended practice.
• Customize Homeview widgets to streamline work processes.
• Apply mass update of client benefits.
• Add 835 claim matching enhancements.
• Handle claim and remittance actions from finance widgets.
• Set up write-off approval by accounting.
• Evaluate existing agency workflows that can be streamlined with application of new features.

Target Audience: Finance management and key finance personnel responsible for setup of myEvolv finance functionality.

Level: Intermediate to Advanced

Prerequisites: Knowledge of and experience with the setup of finance processes and procedures in myEvolv.

Technical Requirements: A laptop with Wi-Fi capability.

Cost: $399/person

Description: This interactive course will review participants’ current clinical workflows and highlight recommended practices pertaining to the myUnity Senior Living solution. Be prepared to participate by sharing organizational challenges as it pertains to current processes to gain the most from the course.

Some content for discussion will be:

• Best Practice Nursing Census Management
  • Admissions
  • Discharges
  • Transfers
  • Leaves of Absence
  • Concurrent Admissions
• Clinical Roles Review
  • User Role Setup
  • Common Processes Setup
  • Role Home Page Layout
• Database Management
  • Entity Management
• Care Plans
  • Setup
  • Configuration
  • Protocols
  • Care Plan Triggers
  • Flow Sheets for aides
• Forms, Events & Schedules
  • Managing Compliance
  • Schedule Cleanup
  • Clinical Assessments needed
• Touchscreen
  • Forms
  • ADL Verification Worksheet
  • Setup standard templates for ADL Verifications

Objectives: By the end of this course, participants will be able to:

• Review current business practices and modify them based on recommended practice
• Communicate changes to end users along with their business impact
• Configure/test/train/implement the new features/functions

Target Audience: Client team members who are associated with the clinical application of myUnity Senior Living. Users should have input for policy and procedure changes. Project Manager, Clinical Application Expert, Trainer, Systems Analyst, Business Analyst, IT Director

Level: Intermediate to Advanced

Prerequisites: Knowledge of and experience with the setup of clinical processes and workflows within myUnity Senior Living. Organizations must be out of the activation/go live phase of the implementation for at least 90 days.

Technical Requirements: A laptop with Wi-Fi capability, UAT/TEST/Training Database Access.

Cost: $399/person

Description: This interactive course will review participants’ current financial operations and highlight recommended practices pertaining to the myUnity Senior Living solution. Be prepared to participate by sharing organizational challenges as it pertains to current workflows to gain the most from the course.

Some content for discussion will be:

• Best Practice Census Management
  • Reporting
  • Patient/Organization Review
  • LOA functionality
• Financial Roles Review
  • User Role Setup
  Common Processes Setup Role Home Page Layout
• Revenue Cycle Management
  • Charge Capture
  • Cash Applications
  • Room Charge Generation
  • Reimbursement Rules
  • Claim Submission
  • Claim Management
• Month End Close Process
  • General Ledger
  • Pre-Claim Review
  • Claim Editor Capabilities

Objectives: By the end of this course, participants will be able to:

• Review current business practices and modify them based on recommended practice.
• Communicate changes to end users along with their business impact.
• Configure/test/train/implement the new features/functions.

Target Audience: Client team members who are associated with the financial portion of the myUnity platform and have input for policy and procedure changes. Project Manager, Financial Application Expert, Trainer, Systems Analyst, Business Analyst, IT Director.

Level: Intermediate to Advanced

Prerequisites: Knowledge of, and experience with, the setup of finance processes and workflows within myUnity Senior Living. Organizations must be out of the activation/go live phase of the implementation for at least 90 days.

Technical Requirements: A laptop with Wi-Fi capability, UAT/TEST/Training Database Access.

Cost: $399/person

The ExpertExpress for myAvatar course is a two-part class that takes place on Sunday, May 12 9am - 4pm AND Thursday, May 16 9am - 4pm. Both days of classes are required to complete this course.

Description: This two-day course is geared towards individuals responsible for triaging support issues within their organizations and escalating them through Netsmart’s SmartCase creation process. The course focuses on troubleshooting the cause of unexpected behavior by reviewing Guardiant flight recorder, myAvatar system defaults, dictionaries, registry settings, user permissions, and system requirements. This course is designed to prepare participants to take the ExpertExpress exam, which is one of the requirements for bypassing Level I support.

In order to bypass Level I support, you must pass the ExpertExpress exam with a score of 80% or better.

Objectives:

myAvatar PM:

• Verify System Requirements (report viewer, browser, java, and others)
• Use Guardiant to review flight recorder and registry settings
• Analyze Current Server information and review FAQs
• Review settings that affect client maintenance
• Understand how site registration and staff hours affect the scheduling calendar

RADplus and myAvatar PM:

• Confirm user role and user definition permissions and the effect on scheduling, workflows, document routing, and document management
• Utilize tools such as Tune Table and Refresh Caseloads
• Employ the use of mapping and conceptual data models to troubleshoot reports
• Verify data via Excel or SQL query to rule out Crystal Report errors
• Export Envelope

Billing:

• Employ the use of mapping guides to reduce troubleshooting time frame
• Verify and validate extended attribute values for dictionaries and tables to produce expected billing outcomes
• Confirm and review workflows and business processes to streamline productivity
• Utilize system deliverable reports to include executive reporting and billing reports
• Incorporate recommended best practice methodology
• Confirm and conduct billing health check for billing setup for guarantor/program billing default templates, facility defaults, guarantor/payors, and benefit plans

CWS:

• Validate set system defaults and understand the impact of those settings
• Verify dictionary values, extended dictionary values, and the impact on CWS form behavior
• Confirm workflow or document routing setup
• Confirm data mapping

Target Audience: Individuals who can log support cases using the NetsmartCares portal.

Level: Advanced

Prerequisites: The organization must be live on myAvatar for at least one year and have Guardiant in use. Participants must have at least six months of hands-on experience with myAvatar or successfully pass the myAvatar Jumpstart for New System Administrators program.

Technical Requirements: A laptop with Wi-Fi capabilities

Cost: $800/person