UC 2017 Course Materials Archive

The 2017 PCC Users’ Conference was held in Burlington, VT. Click below to download the course descriptions, schedule, or the handout materials provided for each course.

Course Descriptions and Handouts for Individual Courses

Course Title Course Description Handouts, Links, and Other Materials
Appointment Book Preview PCC’s new Appointment Book inside PCC EHR is growing! Find out if this new scheduling tool meets the needs of your practice. We’ll review current features, including multi-provider scheduling, and the future features on our roadmap. The Appointment Book is in use at 8 single location offices. Current features are best suited for single location practices and providers with consistent weekly hours.
Instructor: Erica Greenwood, PCC
Back Office Best Practices PCC’s Lynne Gratton, CPPM, explores billing office best practices related to the business of insurance collections. Lynne will cover topics from generating clean claims to insurance follow up, including ensuring timely submissions, finding claims never submitted, and ensuring all rejected claims have been corrected and resubmitted.
Instructor: Lynne Gratton, CPPM, AAPC Fellow, PCC
Beyond the Basics: Best Practices Using the New PCC eRx Each pediatric practice is different – and so are your prescribing preferences. Join us in this session to explore the flexible features and powerful configuration options available in the new PCC eRx. Highlights will include optimization of Favorites, eRx Reporting, creating and controlling dosing statements, custom search terms and medication warnings, compounds, DMEs, tapers, and more!
Instructor: PCC
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Bright Futures: What (to screen)? Why (there’s evidence)? How (to get paid)? The release of The Bright Futures Guidelines, 4th Edition reminds us to reassess our practice of well child care. PCC user and Bright Futures co-editor Dr. Joe Hagan will review what you can to do, why you might
do it, and how to make Well Care POP on your PCC Practice Dashboard! Tired of the same old well child and adolescent care? Here’s your opportunity to spruce up your health supervision!
Clinical Quality Measure (CQM) Reporting Within PCC EHR Whether you need to report CQM results for Meaningful Use attestation or you are interested in using PCC’s CQM reports for PCMH or other quality improvement initiatives at your practice, this course is for you. We’ll explain each of the nine pediatric CQM reports in PCC EHR and will share configuration required to get meaningful results for these measures.
Coding for Telemedicine Telemedicine continues to gain in popularity. The added convenience for parents and patients as well as the efficiencies you can realize in your workflow make this topic one worth exploring. Properly coding and billing for Telemedicine can make this convenience one which pays for itself (or better)! Join PCC’s Jan Blanchard to explore updates to Telemedicine billing, and to look at some ways you could implement Telemedicine in your pediatric practice.
Collections Roundtable PCC will lead an interactive discussion on collections. This class is a great follow-up to Lynne Gratton’s Thursday afternoon session: Back Office Best Practices. This course will benefit any staff involved in collections. Attendees may be grouped by practice size to facilitate the discussion.
Instructor: Lynne Gratton, CPPM, AAPC Fellow, PCC
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Compliance Is Not a Policy Manual, It’s a Process Attendees will learn about the elements required to have an effective compliance program, hear case studies on OIG enforcement, and learn how to create a culture of compliance within their physician practice.
Instructor: Michelle Ann Richards, BSHA, CPC, CPCO, CPMA, CPPM of Coding & Compliance Experts, LLC
Creating Your Own Reports With The Smart Report Suite Custom Report Generator Reports found in the Smart Report Suite (srs) can be very detailed and informative, but sometimes people wish that a particular report had more (or less) data, or that it was sorted in a slightly different way. In this course you will use srsgen to modify existing reports, allowing you to make customized versions of any srs report. You will also learn how using srsgen allows you to create a brand new custom report from scratch!
Instructor: Randy Lavin, PCC
Easy Ways to Participate in Research Using Your EHR Did you know that PCC is participating in cutting-edge research projects in collaboration with partners around the country? Join Alex Fiks, Director of the American Academy of Pediatrics’ Pediatric Research in Office Settings (PROS) practice-based research network, to learn how your practice can participate! Dr. Fiks will provide an overview of PROS (and how to become a member should you wish). Current opportunities provide a fulfilling way to increase job satisfaction, earn MOC credit, and better children’s health care. As one example, PROS is now recruiting for the BMI2+ study, in which clinicians receive free training in motivational interviewing for obesity treatment by a leading national expert and impacts on child BMI and lifestyle behaviors are measured. The BMI2+ study provides MOC credit as well. We hope that you will enroll!
Instructor: Alex Fiks, M.D.
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EHR Peer Exchange If you are looking for tips on integrating new features in your system, and hearing how other practices handle a particular workflow, this class is for you. Even if you’ve not yet implemented PCC EHR, you’ll walk away with valuable insights to integrate into your planning process. A panel of clinicians and practice administrators will share their best practices and lessons-learned in all phases of PCC EHR use. Panelists will discuss their strategies for maximizing many features and functionality like the Electronic Encounter Form, Patient Portal, eLabs, PocketPCC, and a host of other details relevant to using PCC EHR. Bring your own questions and walk away with many tips!
Instructor: Sarah Bunning, PCC
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Encouraging No Show Reduction Round Table Every pediatric office deals with ‘No Show’ appointments. Join this discussion group to explore the reasons why people miss their appointments, as well as to suggest possible solutions for these issues. We will discuss existing tools which may help reduce the number of missed appointments (recaller, notify, etc), and will also be looking for software enhancement requests to help streamline other solutions into your work flow.
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From PCC to Spreadsheets PCC EHR, Partner, and the Dashboard all have reports that can be exported as spreadsheets. Learn how to take advantage of this feature and how to use tools like OpenOffice, LibreOffice, or MS Office to further analyze the data from your system.
Instructor: Nate Venet, PCC
Front Desk Best Practices PCC’s Lynne Gratton, CPPM, explores front desk best practices related to scheduling, check-in, insurance verification and copay collection. Understand the importance of the front desk when it comes to your practice’s workflow and collection process.
Instructor: Lynne Gratton, CPPM, AAPC Fellow, PCC
HIPAA Faux Pas While HIPAA is a very broad topic, maintaining HIPAA compliance can be quite simple. Come hear about small changes you can make around your office to ensure HIPAA compliance.
Instructor: Lauren Gluck, PCC
How a Scribe Can Improve Your Life! Technology, the government, and insurance companies demand that detailed information be recorded to manage and document patient care. Many pediatricians spend too much valuable time “gathering evidence” and performing the duties of an overpaid data entry clerk, directly affecting their productivity and job satisfaction. Worse, the focus on data entry impacts the quality of care the patients receive. Come learn how trained scribes can accurately and efficiently document all clinician discussion and assessment in your EHR in real-time. Scribes can assist in non-clinical duties such as retrieving information, making phone calls, completing forms, improving practitioner productivity, and chaperoning patient encounters. They even can ensure you maintain your meaningful use and medical home requirements. Focus on your patients, not your keyboard… come see how a scribe can improve your life!
Instructor: Jeanne Marconi , M.D., The Center for Advanced Pediatrics
How Payer Contracts Are Evolving in the Era of Big Data and Value-Based Payments Contracts are quickly evolving to shift more risk to physicians. Learn how ‘big data’ is being used to develop benefit design, tiered networks, and physician grades, and how payers are changing contracting to deliver on the promise of ‘value-based’ improvements in care delivery. Instructor: Susanne Madden, The Verden Group
How To Add Or Remove A Practice Partner Are you a solo physician who wants to add a partner? Perhaps your multi-partner practice no longer functions well because of disagreements among partners? Or maybe you’ve woken up to the fact that you don’t even have a partnership agreement! We’ll spend time talking about
a variety of partnership models and what experience PCC’s clients have had resolving conflicts and addressing challenges related to owning a practice.
How to Best Use Your Client Advocate Client Advocates are PCC’s latest support model. Engaging in regularly scheduled calls with your Client Advocate allows you to discuss immediate concerns as well as gather important items to work on and discuss over time. These check-ins foster a more personalized relationship between you and PCC by encouraging you to set aside time to work on big-picture projects. Join Bryan from PCC to learn about the many ways your Client Advocate can help to improve your practice.
Instructor: Bryan LeMoine, PCC
How to Rock Your Practice’s Website: Tips from the Experts In the digital age, a website is a basic requirement for every practice. Content, design, and technology work together to tell your story, attract families, and build trust. If your design looks like something from the heyday of Netscape Navigator or your message doesn’t resonate, this valuable tool can actually harm, not help, your business. Our panel of experts will answer your questions about how to make your website great and how to get started if you don’t have one yet.
Panelists: Scott A. Beyer, Appleseed Solutions, Ginger Irish, PCC, and Chip Hart, PCC
ICD-10 Review The move to ICD-10 came with promises of data quality improvement which could be used for review and planning. Has your practice leveraged your ICD-10 data for that use? Join Jan Blanchard for a look into the data might be on your very own server waiting to help you improve clinical outcomes and financial performance.
Immunization Inventory Learn how to use PCC’s newest addition to immunizations, inventory management! Explore the new tool, and the reports designed to support it, and discover how PCC EHR will help you better manage your stock.
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Improving Workflows with Cheap Tech Hacks In an industry where human labor is getting more expensive and computer solutions are getting more accessible, learn how to automate data processes in your office with inexpensive software you probably already have. Understand which workflows are amenable to digitization and which ones are better left to humans. Hear about some emerging tech tools that can massively reduce your office’s paperwork burden.
Instructor: Suzanne Berman, M.D of Plateau Pediatrics.
Improving Your Practice Health with PCC Dashboard Your PCC Practice Vitals Dashboard displays key metrics about your practice to keep you informed of its financial and clinical health. Join us for a tour of recent Dashboard enhancements including the addition of new clinical measures related to fluoride varnish, developmental screening, and immunizations. Join a discussion to hear how practices have used the Dashboard to monitor quality improvement efforts within the practice. During this interactive session, you’ll also have the opportunity to review your own Dashboard under the guidance of PCC experts.
Insurance Education 101 for Patients As more and more patients enroll in HighDeductible Health Plans (HDHPs), your need for them to understand their coverage and responsibilities is greater than ever. We invite you to consider ways that teaching your patients and their families about their coverage can save you time and even reduce call volume. Join PCC’s Tim Proctor and Jan Blanchard for a roundtable discussion about ideas for improving your return on the time you invest in patient education by avoiding surprises and empowering families to
take charge of their coverage.
Instructors: Tim Proctor and Jan Blanchard, CPC, CPMA, PCC
Integrating Mental Health Services At Your Practice Join us for this discussion to hear how other PCC practices have become a better medical home to their patients by integrating mental health services. We’ll discuss when it makes sense to bring mental health services in-house, and which type of specialist you should consider hiring. Hear the experiences of other practices as they share how to bill for mental health and what it took for them to get this valuable service covered by public and private payers. Whether you are considering offering mental health services to your patients, or looking to expand the mental health offering you already provide, join us to hear how practices are filling this need in their community.
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Integrating Nutrition into the Pediatric Practice Nutrition is the cornerstone for health and prevention of disease. We will explore how to incorporate nutrition services into your pediatric practice. We will go over some interactive and new nutrition strategies to help your patients achieve the greatest behavior changes and positive outcomes. This workshop will address insurance coverage questions and options to have a dietitian in your practice with a minimal cost burden.
Instructor: Leslie Langevin of Whole Health Nutrition
KIDS New for 2017: Want to implement an effective program to increase patient satisfaction? Start with your own employees! Join Paul Vanchiere, MBA with the Pediatric Management Institute, as he shares a proven course you can bring back to your practice to help facilitate the needed changes to increase your patient satisfaction.
Live Podcast – Your Practice Management Calendar In 2015, SOAPM Rock Star Dr. Suzanne Berman sat down with Chip Hart to review the tasks that “every practice should do periodically.” They brainstormed a list and shared it on the “Confessions of a Pediatric Practice Management” Podcast. At the UC, Dr. Berman and Chip will sit down again – but LIVE, this time – and cover the important items that many practices often forget to cover each week, month, quarter, and year. We’ll live-update our written list and at the end of the class, share a link where it can be downloaded by each practice.
Instructors: Suzanne Berman, M.D., Plateau Pediatrics, Chip Hart, PCC
Mastering Claims Reports Monitoring and clearing up insurance claim rejections are an important part of maintaining a healthy bottom line, and knowing how to read EDI reports is critical. We’ll show you the best reports to use, and how to keep up with and respond to claim rejections. Learn tips for better understanding the claim responses you receive, and find out how to avoid the most common types of rejections.
Meaningful Use and PCC EHR Use PCC EHR to meet the ten Modified Stage 2 Meaningful Use objectives now required for the second year or later of the Medicaid EHR Incentive Program. In this class, we’ll discuss the process for applying for the Medicaid incentives and delve into each of the Meaningful Use objectives explaining recommended workflow and how to meet the requirements or minimum thresholds for reported measures.
Instructor: Tim Proctor, PCC
Optimizing Adolescent Well Visits Adolescents have unique healthcare needs. Want to know more about how to tailor well visits to this age group? Join Dr. Erica Gibson as she discusses the key aspects of adolescent-friendly well care.
Instructor: Erica J. Gibson, M.D.
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Optimizing PCC EHR Take advantage of the new features in the EHR which can streamline your workflow, providing your clinicians and staff with more time to focus on delivering healthcare. This course will highlight the most useful enhancements and demonstrate how to take advantage of them in your office. Topics will include excluding diagnoses from patient reports, configuring the visit status list, creating a task when attaching a document and much more.
Order Workflow Roundtable This session offers a chance to share how your practice uses PCC EHR and to learn tips and tricks from others on topics such as generating and tracking lab orders, transmitting and receiving referrals, and other workflows. This interactive course will help you generate new ideas that will streamline your use of PCC EHR.
Instructor: Jim Leahy, PCC
Oversight Reporting As a managing physician or practice administrator, have you ever wondered which reports you should be monitoring regularly to ensure the practice is operating successfully?
This session will highlight PCC’s robust Dashboard and practice management reporting capabilities, focusing on reports that will allow you to keep your finger on the pulse of your practice. Discover the numbers that really matter and how to fond and track the information you need most. A practice session will give you the opportunity to review your own practice’s results.
Instructor: Tim Proctor, PCC
Patient Advocacy The quality of the Patient Experience depends heavily on the patient’s perspective. Dr. Michael Warner of Patient Advocacy Initiatives recommends empowering patients to play a more active role in their own care. Dr. Warner will share with us the ways that he advises patients to participate in their care as co-authors of their medical record.
Instructor: Michael Warner, M.D of Patient Advocacy Initiatives.
PCC EHR Tools Review all the powerful tools available for configuring PCC EHR and your visit protocols. You will learn how to add and retire users, create user roles, delete a charted visit and more. After this class, we encourage you to spend some time in the Open Lab to apply what you have learned.
Instructor: Jim Leahy, PCC
PCC Resources for PCMH Recognition Are you working towards achieving Patient-Centered Medical Home (PCMH) Recognition or in the process of renewing your recognition status? Understanding the sheer volume of NCQA’s PCMH requirements and reporting needed to achieve PCMH recognition can be daunting. Join us in this session to identify reports and functionality within PCC’s software that are relevant for practices seeking PCMH recognition under 2014 or 2017 standards for the first time or for practices seeking to renew their existing recognition status. We’ll also introduce you to PCC’s web-based tool that breaks down each PCMH element, offering dozens of report screenshots and examples other PCC offices have used to help satisfy the PCMH requirements.
Instructor: Tim Proctor, PCC
PCC Roadmap Discussion This group participation course starts out with a tour of PCC’s Roadmap – what are we developing for you right now and what’s coming for the second half of 2017. In addition to PCC EHR, Partner, the Dashboard, Patient Portal, pocketPCC, the Appointment Book, Reporting Library and PCC eRx, we will share our plans for Interoperability features that will enable you to connect with new organizations, services and applications, providing new opportunities for delivering improved patient care. You can expect some sneak peeks into upcoming features and, as always, a chance to provide feedback on our solution designs. Following the guided tour, the always popular Voting Session will begin! We combine a group exercise of rapid brainstorming with a chance to wander among the “voting booths” to cast your votes for your favorite enhancements. The Roadmap Session encourages participation at any level. Let us know if we’re on the right track, share what your office wants most, and become a part of PCC’s planning process at the highest level!
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PCC’s Clinical Reports Take a look at PCC’s new clinical reports, learn about their uses, and discuss best practices for them.
PCMH and Your Community Being a medical home for your patients means more than just coordinating care. It also requires bringing resources together to ensure that they have access to the right care. In this course you will learn how to connect your patients to services in a number of ways: outreach to specialists, building programs in-house, contracting with other professionals, referring to and helping to build community programs, even connecting with Payers to take advantage of their member programs and services, or to collaborate on creating new ones.
Instructor: Susanne Madden, The Verden Group
Pediatric Coding Updates Pediatric coding expert Donelle Holle, RN is back to tell you all about the latest changes to pediatric CPT and ICD-10 coding. Donelle will review the changes to CPT for 2017 and then do an ex- tensive review of what to document in each level of office visit. You’ll gain a better understanding of how to bill for visits and procedures. See how coding changes can help your practice stay compliant with insurance
equirements, as well as how to maximize your reimbursement. Donelle will also be ready and waiting to field general questions related to pediatric coding, so bring your list of queries and raise your hand high.
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Personal Collections PCC’s Lynne Gratton, CPPM, focuses on the personal collections process, helping you determine which personal balances to collect first, how to capitalize on opportunities to collect overdue balances, and when to send an account to collections.
Physician Partnership Compensation Models Developing a fair compensation model is an ongoing struggle for many pediatric practices. The varied skills, personalities, productivity levels, experience, lifestyle demands, and nonfinancial contributions of those involved are just some of the factors that add to the challenge of finding the right physician compensation model for your practice. We will share some pediatric productivity benchmarks and discuss different ways to accurately measure productivity as well as basic compensation model structures to get you thinking about potential models that could work for your practice.
Instructor: Chip Hart, PCC
Practical Pediatric Legal Updates Our legal advisors will discuss the most recent legal developments that may impact your office or your practice.
Instructor: Shireen Hart, Esq. and Anne Cramer, Esq.
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Practical Pediatric Legal Updates Q&A In this follow-up session to Practical Pediatric Legal Updates, Anne Cramer and Shireen Hart will spend time answering your questions, and facilitating a discussion around matters of importance to you and your practice.
Instructor: Shireen Hart, Esq. and Anne Cramer, Esq.
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Practices Can’t Afford to Get Human Resources Wrong Attendees will learn about federal and state laws pertaining to human resources: how to hire effectively, hold employees accountable, retain personnel records correctly, and create an employee handbook.
Protocol Work Session Do you have visit protocols you wish were more streamlined? Do you have a need for a particular visit protocol and are not sure how to get it started? Do you have a protocol you are proud of and want to share with others? Come join your peers in this interactive protocol session where you will be sure to gain insight and tips into building efficient, flexible, and powerful protocols.
Instructors: Jim Leahy & Sarah Bunning, PCC
Recall Strategies If well visits are so crucial to the health of children and pediatric practices, why do so many practices do a poor job delivering preventive care? Learn tips and tricks to get each and every one of your patients in for those physicals, flu shots, and more. What methods work best? Take the least of your resources? Pediatric practices share their secrets, complete with samples.
Instructor: Chip Hart, PCC
Recaller Interactive Learn how to create focused lists of patients, both for manual recall and PCC’s automatic notification system, to effectively reach out to those in need of your care.
Instructor: Dan Gillette, PCC
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Scheduling Optimization Roundtable Join your peers in an interactive discussion on using PCC’s scheduler, sam. Discuss issues facing your practice from schedulers overbooking to using blocks and labels to define where appointments should be placed. Participants will be grouped according to practice size so discussions are
meaningful for their office.
Instructor: Randy Lavin, PCC & PCC Panelists
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Security Risk Assessment Did you know that the Office of Civil Rights (OCR) has been charged with enforcing HIPAA-related compliance? Did you know that this same agency expects all healthcare entities to have the same level of compliance and security infrastructure as the hospital down the street from your office? How can physician practices ensure they have the same level of security as organizations with multi-million dollar IT budgets?!? Join Paul Vanchiere, MBA with the Pediatric Management Institute as he shares with you:
•The specific compliance programs every practice needs to have in place.
•Locations of self-paced tools to maintain compliance.
•Discussion of third-party resources available to help you ensure compliance.
Instructor: Paul Vanchiere, PMI
Social Media Tips & Tricks (General Session) As a busy pediatrician, patient care is our focus. We want to optimize our time and effort to make our patient care timely, relevant, and meaningful at every encounter. Unlike our mentors of the past, today’s pediatrician has the opportunity to use online tools to add value and effectiveness to the care we already provide. The trick, however, is how to add social messaging with minimal time and maximum impact. Blending her current knowledge of online physician presence with her years of practical experience using social media tools, Dr. Burgert will break down social media into simple, effective, and efficient chunks. This session will offer something new for everyone from the interested beginner to the seasoned expert.
Instructor: Natasha Burgert, M.D. of Pediatric Associates
Supporting LGBTQA Kids and Families LGBTQA (Lesbian, Gay, Bisexual, Transgender, Questioning & Allies) youth and their families may have specific questions, concerns, or needs. Join our panel discussion to learn about the many ways you can best provide support and create a compassionate and accepting space in your practice.
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Telemedicine and PCC With Telemedicine gaining popularity, we
want to invite you to learn more about PCC’s telemedicine roadmap, and where we see PCC’s telemedicine products fitting into your practice. If you have not looked at the Patient Portal, aka MyKidsChart, or pocketPCC in a few months, you have missed many recent changes. Get a tour
of what’s new, see what is on the road map, and get an overview of how telemedicine can benefit your practice.
What’s New (General Session) Every release includes new features designed to make PCC perfect for your practice. If your office has not yet taken full advantage of the features and functionality in the latest release, PCC 8.0, this class is for you. We will take you on a tour of the best new features and direct you to other helpful PCC tools and resources that will benefit your practice.
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What’s Next with PCC eRx? You are prescribing with the new PCC eRx solution and you’ve learned about all the powerful configuration tools available to make PCC eRx work even better for you. What’s next? Come and meet with PCC’s eRx Subject Matter Experts and our First Databank (FDB) partners to discuss upcoming plans for PCC eRx. We will look at near-term deliverables as well as review popular wishes and ask for your feedback on what features and functionality will make prescribing work best for you! FDB’s development team will participate in this session.
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Where Are You Losing Money? Join Chip Hart as he channels his ADHD for 60 minutes and highlights all of the places he looks when a customer calls him to say, “We’re not making enough money.” This course is designed to review the many and broad revenue problems in your practices. We will NOT go into depth on any particular issue, but it should be both fun and enlightening for any and all practices.
Instructor: Chip Hart, PCC
  • Last modified: March 31, 2022