SUMMIT 2018 Agenda
Make the Most of Your Experience
Gain the Insights You Need
Whether you are a Skilled Nursing, Senior Living, of Home Care provider, this year’s agenda will offer something for everyone.
Details will be added to the preliminary SUMMIT 2018 agenda as they become available. Please note that times and information are subject to change.
Sunday, November 4
7:00 AM - 6:00 PM
Registration & Information | Attendees & Speakers
Valid photo ID will be requested for badge pick-up.
Location: Delta Lobby
Location: Delta Lobby
7:00 AM - 6:00 PM
Registration & Information | Sponsors
Valid photo ID will be requested for badge pick-up.
Location: Ryman Lobby
Location: Ryman Lobby
7:30 AM - 8:30 AM
Pre-Conference Learning Series Breakfast
For morning and full-day session registrants only.
8:30 AM - 4:30 PM
Understanding Your Role: Keep and Produce Defensible Records Through Your EHR
Speakers:
TBC
In this full-day session, participants will engage in a hands-on, interactive training session focusing on the proactive utilization of your Electronic Health Record (EHR) to produce defensible records for review. Participants will learn their responsibilities with the required shift in thinking about digital record keeping, and how it affects response to litigation, enabling them to:
Capacity: 100
Segment focus: Skilled Nursing, Senior Living, Home Care
Role focus: Administrators, Executive Directors, Directors of Nursing, Health Information Specialists, Nurse Consultants, Risk Managers
TBC
In this full-day session, participants will engage in a hands-on, interactive training session focusing on the proactive utilization of your Electronic Health Record (EHR) to produce defensible records for review. Participants will learn their responsibilities with the required shift in thinking about digital record keeping, and how it affects response to litigation, enabling them to:
- Put in place policies and procedures to protect records as part of a comprehensive IT Governance Plan
- Enhance PointClickCare setup to promote defensible records
- Create training plans for staff to learn their role in legal record keeping
- Understand what it means to produce the “complete record”
- Gain insight into how record authenticity is attributed
- Manage what records must be produced and how
Capacity: 100
Segment focus: Skilled Nursing, Senior Living, Home Care
Role focus: Administrators, Executive Directors, Directors of Nursing, Health Information Specialists, Nurse Consultants, Risk Managers
8:30 AM - 12:00 PM
Clinical Manager Insights | Session A
Speakers:
TBC
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced clinical day-to-day operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight of key information to:
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors, Directors of Nursing, Administrators
TBC
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced clinical day-to-day operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight of key information to:
- Improve resource management
- Identify clinical trends that need action
- Achieve a proactive, at a glance audit review of incomplete tasks
- Manage timely alerts to address client clinical needs
- Monitor portal to manage risk and readmissions
- Monitor MDS submission requirements to maximize reimbursement
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors, Directors of Nursing, Administrators
8:30 AM - 12:00 PM
Business Office Manager Insights | Session A
Speakers:
TBC
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced business office operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight and drive operational outcomes enabling them to:
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Business Office Managers, CIOs, CFOs, Administrators
TBC
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced business office operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight and drive operational outcomes enabling them to:
- Improve billing and resource utilization
- Efficiently managing your claims
- Manage eligibility verification
- Monitor service change notifications Senior Living
- Optimize month-end billing
- Manage collections through documentation
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Business Office Managers, CIOs, CFOs, Administrators
8:30 AM - 12:00 PM
Advanced User Defined Assessments
Speakers:
TBC
Participants will engage in hands-on, interactive training, focusing on advancing their custom assessment skills.
Key topics in this session are creating assessments, schedules, rules, triggers, styles, lookbacks, narratives, scoring, and structured progress notes.
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors who know the basics of building PointClickCare's user defined assessments. Other department managers or individuals involved with building user defined assessments.
TBC
Participants will engage in hands-on, interactive training, focusing on advancing their custom assessment skills.
Key topics in this session are creating assessments, schedules, rules, triggers, styles, lookbacks, narratives, scoring, and structured progress notes.
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors who know the basics of building PointClickCare's user defined assessments. Other department managers or individuals involved with building user defined assessments.
11:30 AM - 1:00 PM
Pre-Conference Learning Series Lunch
For morning, afternoon, and full-day session registrants only.
1:00 PM - 4:30 PM
Clinical Manager Insights | Session B
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced clinical day-to-day operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight of key information to:
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors, Directors of Nursing, Administrators
- Improve resource management
- Identify clinical trends that need action
- Achieve a proactive, at a glance audit review of incomplete tasks
- Manage timely alerts to address client clinical needs
- Monitor portal to manage risk and readmissions
- Monitor MDS submission requirements to maximize reimbursement
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors, Directors of Nursing, Administrators
1:00 PM - 4:30 PM
Business Office Manager Insights | Session B
Participants will engage in a hands-on, interactive training session focusing on the proactive utilization of dashboards and reports to enable improved decision-making and enhanced business office operations. Participants will learn how to configure and access role-based dashboards and various reports to gain oversight and drive operational outcomes enabling them to:
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Business Office Managers, CIOs, CFOs, Administrators
- Improve billing and resource utilization
- Efficiently managing your claims
- Manage eligibility verification
- Monitor service change notifications Senior Living
- Optimize month-end billing
- Manage collections through documentation
Capacity: 100
Segment focus: Skilled Nursing, Senior Living
Role focus: Business Office Managers, CIOs, CFOs, Administrators
1:00 PM - 4:30 PM
Advanced Strategies for Using PointClickCare Care Plans
Participants will engage in a hands on, interactive training session focusing on the value of care plans and interrelated modules, highlighting efficiencies it provides to the nursing process. Participants will review the workflows for creating interim care plans, triggering and personalizing care plans and tasks, and subsequently kardex and point of care. Participants will learn the purpose of configurable functionality and how to utilize reporting.
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors who know the basics of PointClickCare's care plans. Other department managers or individuals involved with the care planning process.
Segment focus: Skilled Nursing, Senior Living
Role focus: Nurse Managers/Supervisors who know the basics of PointClickCare's care plans. Other department managers or individuals involved with the care planning process.
6:00 PM - 8:00 PM
SUMMIT 2018 Welcome Reception
Join us to kick-off SUMMIT 2018 in true Nashville style.
Location: Delta Island
Location: Delta Island
Monday, November 5
7:00 AM - 5:00 PM
Registration & Information | Attendees & Speakers
Valid photo ID will be requested for badge pick-up.
Location: Delta Lobby
Location: Delta Lobby
7:00 AM - 12:00 PM
Registration & Information | Sponsors
Valid photo ID will be requested for badge pick-up.
Location: Ryman Lobby
Location: Ryman Lobby
7:00 AM - 8:45 AM
Breakfast
No additional info.
7:30 AM - 8:45 AM
Partner Marketplace & PointClickCare Showcase
No additional info.
7:30 AM - 8:45 AM
Ask an Expert at SmartBar
No additional info.
9:00 AM - 10:30 AM
General Session
Location: Delta Ballroom
10:30 AM - 11:15 AM
Refreshment Break
No additional info.
10:45 AM - 1:15 PM
Partner Marketplace & PointClickCare Showcase
No additional info.
11:00 AM - 1:15 PM
Ask an Expert at SmartBar
No additional info.
12:00 PM - 1:15 PM
Lunch
No additional info.
1:30 PM - 2:15 PM
Market Overview: Skilled Nursing
Speakers:
Russ DePriest, Senior Vice President & General Manager, Skilled Nursing, PointClickCare
Segment focus: Skilled Nursing
Russ DePriest, Senior Vice President & General Manager, Skilled Nursing, PointClickCare
Segment focus: Skilled Nursing
1:30 PM - 2:15 PM
Market Overview: Senior Living
Speakers:
Travis Palmquist, Vice President & General Manager, Senior Living, PointClickCare
Segment focus: Senior Living
Travis Palmquist, Vice President & General Manager, Senior Living, PointClickCare
Segment focus: Senior Living
1:30 PM - 2:15 PM
Market Overview: Home Care
Speakers:
Mark Tomzak, Executive Vice President & General Manager, Home Care, PointClickCare
Segment focus: Home Care
Mark Tomzak, Executive Vice President & General Manager, Home Care, PointClickCare
Segment focus: Home Care
2:30 PM - 3:15 PM
Learning Lab
Learning Lab
Removing the Guess Work in Rate Schedules
Speakers:
Heather Addyson, Senior Educator, PointClickCare
This session provides an overview of the various rate structure capabilities in PointClickCare. Save time on census and rate management by learning when its best to use Custom Rates, Rate Templates, Market Rates, Flexible Rates, and how update rates using Resident Rate updates. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Business Office Managers
Heather Addyson, Senior Educator, PointClickCare
This session provides an overview of the various rate structure capabilities in PointClickCare. Save time on census and rate management by learning when its best to use Custom Rates, Rate Templates, Market Rates, Flexible Rates, and how update rates using Resident Rate updates. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Business Office Managers
3:15 PM - 3:45 PM
Refreshment Break
No additional info.
4:00 PM - 4:45 PM
Learning Lab
Learning Lab
BECAUSE IT’S YOUR MONEY! Helping You Make the Most of Our GLAP Module
Speakers:
Maya Heintzman, Educator, PointClickCare
This session focuses on how to create a high-level overview of financial position to report to your Board of Directors & bankers, including return on equity and liquidity ratios. Learn how to create custom financial reports to effectively manage cash flow, occupancy, and budgets. Demonstration of reporting for income fluctuations, intercompany reconciliations, and sub-ledger reconciliations to the general ledger. Learn about Analysis tools that ensure custom reports are working correctly to report the correct numbers for a balanced balance sheet. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Owner Managers, Business Office Managers, Accountants, others involved with month-end reporting
Maya Heintzman, Educator, PointClickCare
This session focuses on how to create a high-level overview of financial position to report to your Board of Directors & bankers, including return on equity and liquidity ratios. Learn how to create custom financial reports to effectively manage cash flow, occupancy, and budgets. Demonstration of reporting for income fluctuations, intercompany reconciliations, and sub-ledger reconciliations to the general ledger. Learn about Analysis tools that ensure custom reports are working correctly to report the correct numbers for a balanced balance sheet. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Owner Managers, Business Office Managers, Accountants, others involved with month-end reporting
5:00 PM - 6:30 PM
Wine and Cheese Reception | Partner Marketplace & PointClickCare Showcase
The perfect way to end your first day at SUMMIT. Network with Partners and PointClickCare team members before you start your evening.
Tuesday, November 6
7:00 AM - 3:00 PM
Registration & Information | Attendees & Speakers
Location: Delta Lobby
7:00 AM - 8:15 AM
Breakfast
No additional info.
7:00 AM - 8:15 AM
Partner Marketplace & PointClickCare Showcase
No additional info.
7:00 AM - 8:15 AM
Ask an Expert at SmartBar
No additional info.
8:30 AM - 9:15 AM
General Session
No additional info.
9:30 AM - 10:15 AM
Market Overview: Skilled Nursing (encore)
Speakers:
Russ DePriest, Senior Vice President & General Manager, Skilled Nursing, PointClickCare
Segment focus: Skilled Nursing
Russ DePriest, Senior Vice President & General Manager, Skilled Nursing, PointClickCare
Segment focus: Skilled Nursing
9:30 AM - 10:15 AM
Market Overview: Senior Living (encore)
Speakers:
Travis Palmquist, Vice President & General Manager, Senior Living, PointClickCare
Segment focus: Senior Living
Travis Palmquist, Vice President & General Manager, Senior Living, PointClickCare
Segment focus: Senior Living
9:30 AM - 10:45 AM
Partner Marketplace & PointClickCare Showcase
No additional info.
10:15 AM - 10:45 AM
Refreshment Break
No additional info.
11:00 AM - 11:45 AM
Learning Lab
Learning Lab
Strategies for Smarter Medication Management & Receiving
Speakers:
John Johnson, Customer Support Specialist, PointClickCare
This session focuses on advancing knowledge and insight about receiving and managing medication supplies. We assess ways to proactively identify problems and additional tips for maintaining a well-organized Supply Portal and workflow. We look at the latest enhancements and additional tips, plus review helpful tools including auto-receiving and inline receiving. Leaders and staff will appreciate the reporting tools such as the Electronic Transmission Report and the Drug Record Book. Participants are provided electronic access to a take-away quick reference guide to use upon return to the floor as a reminder about managing receiving and supplies, and how to utilize reporting.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Nurse Managers/Supervisors and staff with hands-on knowledge of the basics of ordering and receiving medications. Other department staff involved with the supply process.
John Johnson, Customer Support Specialist, PointClickCare
This session focuses on advancing knowledge and insight about receiving and managing medication supplies. We assess ways to proactively identify problems and additional tips for maintaining a well-organized Supply Portal and workflow. We look at the latest enhancements and additional tips, plus review helpful tools including auto-receiving and inline receiving. Leaders and staff will appreciate the reporting tools such as the Electronic Transmission Report and the Drug Record Book. Participants are provided electronic access to a take-away quick reference guide to use upon return to the floor as a reminder about managing receiving and supplies, and how to utilize reporting.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Nurse Managers/Supervisors and staff with hands-on knowledge of the basics of ordering and receiving medications. Other department staff involved with the supply process.
12:00 PM - 1:30 PM
Partner Marketplace & PointClickCare Showcase
No additional info.
12:00 PM - 1:30 PM
Ask an Expert at SmartBar
No additional info.
12:00 PM - 1:30 PM
Lunch
No additional info.
1:45 PM - 2:30 PM
Learning Lab
Learning Lab
Response Rate Report – Bring This Report to Your Next Risk Meeting!
Speakers:
Jennifer Krieger, Implementation Specialist, PointClickCare
This session focuses on utilizing the Response Rate report as a tool to identify changes in resident condition and for monitoring accuracy of staff documentation. Learn how a weekly review of ADL documentation can trend resident’s needs, staffing ratios, and identify staff that need additional education on how to accurately document care level provided. Participants are provided electronic access to a take-away quick reference guide to use upon return to their community.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Directors of Nursing, Assistant Directors of Nursing, Staff Educators, Regional Nurses
Jennifer Krieger, Implementation Specialist, PointClickCare
This session focuses on utilizing the Response Rate report as a tool to identify changes in resident condition and for monitoring accuracy of staff documentation. Learn how a weekly review of ADL documentation can trend resident’s needs, staffing ratios, and identify staff that need additional education on how to accurately document care level provided. Participants are provided electronic access to a take-away quick reference guide to use upon return to their community.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Directors of Nursing, Assistant Directors of Nursing, Staff Educators, Regional Nurses
2:45 PM - 3:30 PM
Learning Lab
Learning Lab
More Money in Your Pockets: Monitoring and Collecting Accounts Receivable
Speakers:
Tessa Farrar, Educator, PointClickCare
This session covers basic setup to help streamline the collections process. This setup Includes Collection Groups, Activity Categories, Collection letters and Template Configuration. This session also covers how to integrate with a Collection Agency. The Collections module is discussed to highlight great assets, such as generating Collection Letters, creating Upcoming Activities, the enhanced Medicaid Denial process, and enhancements to the Activity Report. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Executive Directors, Administrators, Business Office Managers, Billers and Collectors
Tessa Farrar, Educator, PointClickCare
This session covers basic setup to help streamline the collections process. This setup Includes Collection Groups, Activity Categories, Collection letters and Template Configuration. This session also covers how to integrate with a Collection Agency. The Collections module is discussed to highlight great assets, such as generating Collection Letters, creating Upcoming Activities, the enhanced Medicaid Denial process, and enhancements to the Activity Report. Participants are provided electronic access to a take-away quick reference guide to use upon return to the office.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Executive Directors, Administrators, Business Office Managers, Billers and Collectors
3:30 PM - 3:50 PM
Refreshment Break
No additional info.
4:00 PM - 4:45 PM
Learning Lab
Learning Lab
Identify the “Creeps” in Your Community: Stop Cost Creeps with Service Package Management; Increase Your Revenue per Resident by Month
Speakers:
Kelly Cherchio, Manager, Professional Services, PointClickCare
This session focuses on how to identify and prevent service cost creeps. Learn how to capture overages from both care services and billing perspectives. Building a strong assessment will improve workflows allowing you to capture services provided, create a plan for services identified, automate POC tasks, capture unscheduled services and follow an approval process. See how the overages will look on a statement for levels vs points, review reports on service comparison and utilization. Participants are provided electronic access to a take-away quick reference guide to use upon return to their community.
Segment focus: Senior Living (US, CDN)
Role focus: Executive Directors, Office Managers, Directors of Nursing
Kelly Cherchio, Manager, Professional Services, PointClickCare
This session focuses on how to identify and prevent service cost creeps. Learn how to capture overages from both care services and billing perspectives. Building a strong assessment will improve workflows allowing you to capture services provided, create a plan for services identified, automate POC tasks, capture unscheduled services and follow an approval process. See how the overages will look on a statement for levels vs points, review reports on service comparison and utilization. Participants are provided electronic access to a take-away quick reference guide to use upon return to their community.
Segment focus: Senior Living (US, CDN)
Role focus: Executive Directors, Office Managers, Directors of Nursing
5:00 PM - 5:45 PM
Ask an Expert at SmartBar
No additional info.
6:00 PM - 10:00 PM
Gala Night Event
We can't wait to reveal the exciting details. Stay tuned!
Wednesday, November 7
7:00 AM - 12:00 PM
Registration & Information | Attendees & Speakers
No additional info.
7:30 AM - 9:00 AM
Breakfast
No additional info.
7:30 AM - 9:00 AM
Partner Marketplace & PointClickCare Showcase
No additional info.
7:30 AM - 9:00 AM
Ask an Expert at SmartBar
No additional info.
9:15 AM - 10:00 AM
Closing Keynote
No additional info.
10:15 AM - 11:00 AM
Learning Lab
Learning Lab
Maximize Reimbursements with Case Mix Analyzer and ARD Planner
Speakers:
Sarah Schiller, Manager, Professional Services, PointClickCare
This session focuses on how to use POC data and Therapy Minutes with the Case Mix Analyzer and ARD Planner for PPS scheduling, planning and monitoring. Identify ways to improve MDS Documentation through POC, and to use the tools and reports within PointClickCare to collect the right data, at the right time, and use it to predict the best possible reimbursement outcome. Participants are provided access to a take away quick reference guide to use upon return to the floor as a reminder for how to use the Case Mix Analyzer and ARD Planner tools and reports.
Segment focus: Skilled Nursing (US)
Role focus: MDS Coordinators or other individuals involved or interested in reimbursement
Sarah Schiller, Manager, Professional Services, PointClickCare
This session focuses on how to use POC data and Therapy Minutes with the Case Mix Analyzer and ARD Planner for PPS scheduling, planning and monitoring. Identify ways to improve MDS Documentation through POC, and to use the tools and reports within PointClickCare to collect the right data, at the right time, and use it to predict the best possible reimbursement outcome. Participants are provided access to a take away quick reference guide to use upon return to the floor as a reminder for how to use the Case Mix Analyzer and ARD Planner tools and reports.
Segment focus: Skilled Nursing (US)
Role focus: MDS Coordinators or other individuals involved or interested in reimbursement
11:15 AM - 12:00 PM
Learning Lab
Learning Lab
Improve Consistency and Efficiencies in Your Order Entry Process with Order Templates & Sets
Speakers:
Machelle Wood, Implementation Specialist, PointClickCare
This session focuses on advancing knowledge and insight in creating and using Order Templates and Order Sets. Learn the benefits of creating and using Order Templates to improve consistency in documentation, provide efficiencies in the order entry process, and reduce potential data entry errors. Learn how Order Sets provide clinical decision support, and see examples of complex/ difficult to enter orders. Participants are provided access to a quick reference guide to use upon return to the facility as a reminder of how to set up Order Templates and maximize the use of Order Sets.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Nurse Managers/Supervisors and staff with hands-on knowledge of the basics of order entry and order set-up
Machelle Wood, Implementation Specialist, PointClickCare
This session focuses on advancing knowledge and insight in creating and using Order Templates and Order Sets. Learn the benefits of creating and using Order Templates to improve consistency in documentation, provide efficiencies in the order entry process, and reduce potential data entry errors. Learn how Order Sets provide clinical decision support, and see examples of complex/ difficult to enter orders. Participants are provided access to a quick reference guide to use upon return to the facility as a reminder of how to set up Order Templates and maximize the use of Order Sets.
Segment focus: Skilled Nursing, Senior Living (US, CDN)
Role focus: Nurse Managers/Supervisors and staff with hands-on knowledge of the basics of order entry and order set-up
