SUMMIT 2025 Agenda
Here’s what’s scheduled for the event. Agenda is subject to change.
Mon, Mar 31
Tue, Apr 01
Wed, Apr 02
7:00 am
7:00 am – 7:00 pm PST
Registration: SUMMIT Badge Print and Pickup
8:30 am
8:30 am – 12:00 pm PST
Pre-Conference Session: Mastering Orders: Enhancing the Resident Journey
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), and Senior Living (SL), Administrator, Director of Nursing (DON), Wellness Director, Informatics Staff, Systems Analyst, C…
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), and Senior Living (SL), Administrator, Director of Nursing (DON), Wellness Director, Informatics Staff, Systems Analyst, Consultant, Medical Professional, and/or any staff member involved with orders management
Duration: ½ day
Knowledge Level: Intermediate
Session details: In this hands-on, interactive training session, participants are guided through gaining essential knowledge and skills to efficiently manage orders throughout the entire resident care journey, from pre-admission/move-in to discharge/move-out. Effective orders management is vital for minimizing risk, improving care coordination, and enhancing overall outcomes.
When you complete this session, you should be able to:
- Address common challenges to achieve improved business outcomes by utilizing tasks, order templates, order sets, behavior monitoring, clinical order review, formulary management and more.
- Explore the use of reports, portals and dashboards to promote effective orders management and produce real-time insights.
- Define strategies for effective communication and collaboration among healthcare providers, caregivers, families, and residents from pre-admission through discharge.
Note: Participants should bring a laptop for hands-on activities.
8:30 am – 3:30 pm PST
Pre-Conference Session: Defensible by Design – Litigation and the EHR
Audience: United States (US), Canada (CDN), Skilled Nursing Facility (SNF), Senior Living (SL), Medical Records/Health Information Management, Chief Information Officer (CIO), Chief Information Securi…
Audience: United States (US), Canada (CDN), Skilled Nursing Facility (SNF), Senior Living (SL), Medical Records/Health Information Management, Chief Information Officer (CIO), Chief Information Security Officer (CISO), In-House Counsel, Director of Nursing (DON), Administrator, Manager
Duration: 6 hours
Knowledge Level: Intermediate
Session Details: Let’s face it, litigation is an inevitability in long term care. But your understanding of the EHR, how you manage your database, and the workflows employed by staff, can have a material impact on discovery, deposition, and the trial outcomes. Not only does this impact the production of complete records for litigation, but also how staff respond in deposition. Understanding how you can optimize your system for success in litigation and implement setup and workflow processes to promote regulatory compliance AND defensibility in court is integral to this process and protecting the facility and the individual documenters making up your workforce.
When you complete this 2-part (6-hour) session, you should be able to:
- Demonstrate the required shift in thinking of record keeping in digital formats and how that affects response to litigation.
- Articulate what managing EHR data means within the context of producing records for review.
- Identify and eliminate pitfalls to defense.
- Adapt staff training to mitigate litigation risk from documentation.
Note: Participants should bring a laptop for hands-on activities.
8:30 am – 12:00 pm PST
Pre-Conference Session: Level Up Your Payer Configuration
Audience: United States (US), Skilled Nursing Facilities (SNF), and Senior Living (SL), Business Office Manager (BOM), Chief Financial Officer (CFO), Chief Information Officer (CIO), Administrator, an…
Audience: United States (US), Skilled Nursing Facilities (SNF), and Senior Living (SL), Business Office Manager (BOM), Chief Financial Officer (CFO), Chief Information Officer (CIO), Administrator, and other financial users
Duration: ½ day
Knowledge Level: Intermediate/Advanced
Session details: Accurate payer configuration is vital for billing and reimbursement, regulatory compliance, efficient claims processing, and data accuracy. Although important, configuring and maintaining payers can be quite complex and challenging.
In this hands-on, interactive training session, participants are guided through leveling up payer configuration skills. Join us and become a true guru of payer creation!
When you complete this session, you should be able to:
- Determine new Payers’ requirements.
- Add new or modify existing payer related configuration.
- Confirm A/R Configuration setup.
- Review Payer/Schedules setup.
- Add new or modify Payer Rules.
- Manage Payer activation and Payer Rules and Rates.
- Maintain Charge/Adjustment Codes and Ancillary rules.
Note: Participants should bring a laptop for hands-on activities.
8:30 am – 12:00 pm PST
Pre-Conference Session: Configure it Out: Beyond the Basics
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), Senior Living Facilities (SL), Director of Nursing (DON), Wellness Director, Informatics Staff, Systems Analyst, Consultan…
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), Senior Living Facilities (SL), Director of Nursing (DON), Wellness Director, Informatics Staff, Systems Analyst, Consultant, and/or any staff member in charge of clinical configuration maintenance
Duration: ½ day
Knowledge Level: Intermediate/Advanced
Session details: Has it been a while since your PointClickCare implementation? Does your team struggle with implementing best practice workflows? Do you find it challenging to keep your database up to date with the ever-changing regulatory requirements of our industry?
“Configure it Out” is back for the second year in a row – but this time, we’ll look beyond the basics into more advanced configuration topics. In this hands-on training session, we will review strategies to better align your configuration with your organizational policies, procedures, and best practices. We’ll cover key topics such as: User Defined Assessments (UDA), Point of Care (POC), Minimum Data Set (MDS), Reports, and more.
When you complete this session, you should be able to:
- Differentiate between enterprise and facility configuration.
- Explore reports that can help you achieve the best clinical outcomes.
- Configure and maintain your database with confidence.
Note: Participants should bring a laptop for hands-on activities.
1:00 pm
1:00 pm – 4:30 pm PST
Pre-Conference Session: Insights Using Data to Drive Clinical Decisions
Audience: United States (US), Skilled Nursing Facilities (SNF), Director of Nursing (DON), Administrator, and Informatics Staff
Duration: ½ Day
Knowledge Level: Intermediate
Brief Description: S…
Audience: United States (US), Skilled Nursing Facilities (SNF), Director of Nursing (DON), Administrator, and Informatics Staff
Duration: ½ Day
Knowledge Level: Intermediate
Brief Description: Skilled nursing is an increasingly competitive environment; and the most successful organizations leverage their data to drive accurate decisions. Our Insights solution uses data from PointClickCare to help organizations succeed in their data-driven journey. In this session, we will share how to use Insights to drive strategic decisions, provide operational transparency, and develop partnerships across the organization.
When you complete this session, you should be able to:
- Describe best practices for data visualizations and reporting in daily operational meetings.
- Leverage Market Insights to build a case for network, positioning, and better understand your network competitors as you prepare for a value-based care world.
- Improve clinical outcomes and strengthen your Five Star quality scores.
- Effectively communicate the value of making data-informed decisions leveraging technology, wherever you are in your data journey.
Note: Participants should bring a laptop for hands-on activities.
1:00 pm – 4:30 pm PST
Pre-Conference Session: Bridging the GLAP – AR to GL
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), and Senior Living (SL), Business Office Manager (BOM), Accountants, Chief Financial Officer (CFO), Controllers, Administra…
Audience: United States (US), Canada (CDN), Skilled Nursing Facilities (SNF), and Senior Living (SL), Business Office Manager (BOM), Accountants, Chief Financial Officer (CFO), Controllers, Administrator, and other financial users
Duration: ½ day
Knowledge Level: Intermediate/Advanced
Session details:
General Ledger (GL) and Accounting play crucial roles in managing an organization’s financial activities.
In this hands-on, interactive training session, you as the participant are guided through an engaging session where you’ll learn to master the financial configuration that connects AR and GL workflows. Don’t miss this opportunity to enhance your financial expertise and streamline your workflow!
When you complete this session, you should be able to:
- Review financial configuration to connect the AR and GL Workflows.
- Monitor AR Month End Reports to ensure that financial data is accurate.
- Identify information exchanged between AR to GL (Month End Import to Cash Receipts postings and reversals).
- Reconcile the GL to AR and GL to AP.
- Run and customize Financial Statements.
Note: Participants should bring a laptop for hands-on activities.
5:00 pm
5:00 pm – 7:00 pm PST
Partner/Sponsor Welcome Reception (Limited Access), SUMMIT Badge Required
7:00 pm
7:00 pm – 9:00 pm PST
Welcome Reception (SUMMIT Badge Required)
7:00 am
7:00 am – 5:00 pm PST
Registration: SUMMIT Badge Print and Pickup
7:30 am
7:30 am – 9:00 am PST
Breakfast
7:30 am – 9:00 am PST
Partner Expo Hall
9:00 am
9:00 am – 10:15 am PST
General Session Day 1
10:15 am
10:15 am – 10:30 am PST
Break
10:30 am
10:30 am – 11:00 am PST
General Session Day 1
11:30 am
11:30 am – 1:30 pm PST
Partner Expo Hall
11:30 am – 6:30 pm PST
PointClickCare Pavilion
11:45 am
11:45 am – 12:00 pm PST
Silent Theater Session 1
12:00 pm
12:00 pm – 1:30 pm PST
Lunch
1:15 pm
1:15 pm – 1:30 pm PST
Silent Theater Session 2
1:45 pm
1:45 pm – 2:30 pm PST
Breakout Sessions
2:30 pm
2:30 pm – 3:15 pm PST
Partner Expo Hall
2:30 pm – 3:45 pm PST
Break
2:45 pm
2:45 pm – 3:00 pm PST
Silent Theater Session 3
3:15 pm
3:15 pm – 4:00 pm PST
Breakout Sessions
4:15 pm
4:15 pm – 5:00 pm PST
Breakout Sessions
5:00 pm
5:00 pm – 6:30 pm PST
Partner Expo Hall
5:00 pm – 6:30 pm PST
Wine and Cheese Reception
5:30 pm
5:30 pm – 5:45 pm PST
Silent Theater Session 4
7:00 pm
7:00 pm – 10:00 pm PST
Canadian Night (Limited Access – Canadian Customers Only), SUMMIT Badge Required
7:30 am
7:30 am – 9:00 am PST
Partner Expo Hall
7:30 am – 9:00 am PST
Breakfast
9:00 am
9:00 am – 9:45 am PST
General Session Day 2
9:45 am
9:45 am – 10:00 am PST
Break
10:00 am
10:00 am – 10:45 am PST
General Session Day 2
11:00 am
11:00 am – 11:45 am PST
Breakout Sessions
11:30 am
11:30 am – 5:00 pm PST
PointClickCare Pavilion
11:45 am
11:45 am – 1:30 pm PST
Partner Expo Hall
12:00 pm
12:00 pm – 1:30 pm PST
Lunch
12:00 pm – 12:15 pm PST
Silent Theater Session 5
1:15 pm
1:15 pm – 1:30 pm PST
Silent Theater Session 6
1:45 pm
1:45 pm – 2:30 pm PST
Breakout Sessions
2:45 pm
2:45 pm – 3:30 pm PST
Breakout Sessions
3:30 pm
3:30 pm – 4:30 pm PST
Partner Expo Hall
3:30 pm – 4:30 pm PST
Break
3:45 pm
3:45 pm – 4:00 pm PST
Silent Theater Session 7
4:15 pm
4:15 pm – 4:30 pm PST
Copy of Silent Theater Session 8
4:30 pm
4:30 pm – 5:15 pm PST
Breakout Sessions
7:00 pm
7:00 pm – 10:00 pm PST
Gala Night (SUMMIT Badge Required)