Agenda

Configure clinical assessments and care plan triggers to generate meaningful insights and automate high-impact workflows. In this technical lab, you’ll see how configuration decisions directly influence risk identification, staff efficiency, and care quality. You will leave with optimized configuration strategies that surface actionable insights, reduce manual work, and improve resident outcomes.

Note: Participants should bring a laptop for hands-on activities.

Optimize payer configurations and billing rules to reduce denials, accelerate cash flow, and protect revenue. In this advanced lab, you’ll refine complex payer scenarios and leverage intelligent claim validation to identify and resolve gaps before submission. You will leave with proven configuration strategies to reduce A/R days, minimize revenue leakage, and maximize reimbursement accuracy.

Note: Participants should bring a laptop for hands-on activities.

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.

Transform paper-based processes into efficient, compliant digital workflows that accelerate operations and reduce risk. In this hands-on lab, you’ll redesign a core documentation process using Document Manager and eSignature to eliminate delays and improve visibility. You will leave with a scalable approach to streamline documentation, strengthen compliance, and improve coordination across clinical and financial teams.

Note: Participants should bring a laptop for hands-on activities.

Learn how to use integrated, AI-driven care quality and financial insights to identify performance gaps and prioritize the highest-impact improvements across your SNF portfolio. Through real-world scenarios, you’ll connect clinical outcomes to financial performance and see how targeted actions drive measurable value. You will leave with a clear, data-driven action plan to improve quality outcomes and maximize value-based reimbursement.

Note: Participants should bring a laptop for hands-on activities.

This session explores how Senior Living leaders can use intelligence embedded in everyday workflows to anticipate resident risk, coordinate services dynamically, and improve wellness outcomes that directly impact length of stay and financial performance. Attendees will see how emerging AI-driven insights—building on today’s foundations—connect resident data, service delivery, and operational signals to help teams act sooner, align services automatically, and reduce avoidable declines. You’ll leave with a practical framework to move from static reporting to data-driven insights that supports both resident wellbeing and sustainable growth.

Note: Participants should bring a laptop for hands-on activities.

Master the clinical and financial workflows required to manage admissions/move ins, transfers, and discharges/move-outs with precision. In this hands-on lab, you’ll simulate end-to-end care transitions and see how automation and data integration reduce errors, improve care continuity, and protect revenue. You will leave with a repeatable approach to streamline transitions, reduce readmissions, and ensure revenue capture across every care event.

Note: Participants should bring a laptop for hands-on activities.