PrimeChart Session Descriptions

• Advanced Template Administration
  To speed documentation and enhance clinical information gathering, effective use of PrimeChart documentation templates is critical.  This workshop addresses major aspects of PrimeChart Template Administration, including;
  Understanding the Structure of Clinical Master Files
• Accessing Template Administration and the User Interface
• Understanding and using different Template Types
• Accessing the Greenway Template Library
• Importing, Renaming, and Exporting Templates
• Managing Templates and Organizing with Folders
• Working the various Template Sections
• Correspondence Notes
  Correspondence Notes in PrimeChart provides functionality for:
• Building correspondence templates, including new HPI type controls
• Creating correspondence letterhead in Report Designer that is tailored to your practice needs for look, feel, and logo
• Generating correspondence at point of care from patient and encounter information, including using a letter in encounter notes and linking referring and primary physicians to the letter
• Clinical Workflows for Correspondence.
• Custom Notes Image Library
  This session addresses the PrimeSuite Custom Notes Image Library, including the following functionality
• Categorizing and storing images imported from the library
• Accessing stored images using the Drawing Tool for clinical documentation
• Using the Sketch Pad within a PrimeSuite Note
• Using Custom Notes for quick documentation.
• Tips and Trick with Clinical and Medications Favorites Workflows
  This session will show seasoned users some workflow shortcuts that aid in the use of day to day functionality.  As well as PrimeSuite provides for clinical users to be able to create and manage Medication Favorites.  This session addresses Medication Favorites functionality, including:
• Creating your Favorites list
• Creating a custom folder structure
• Renaming drugs
• Checking for obsolete drugs
• Orders Tracking Set-up and Workflow
  Orders Tracking functionality within PrimeSuite is an integral component to its overall value in the clinical practice.  This session addresses the following aspects of Orders Tracking:
• What are Orders from the PrimeSuite perspective
• How are Results attached to an Order
• Creating and using multiple filters for your Orders
• Orders workflow and follow-up
• Where Order information is stored in the Patient Medical Record
• Superbill Summary
  This session addresses the path from Chart to Billing, the Superbill Summary, which answers the need for a paperless transfer of clinical documentation to posted charges. Generated when a clinical document is saved, the summary displays diagnoses, procedures and other billing and administrative information, and provides the means for both clinical and office staff to review and amend diagnosis mapping, modifiers, units and charge status. It also displays all visit information needed for posting charges.
• Immunizations
  This session covers the robust functionality of the Immunizations functionality of PrimeSuite, including the following:
• Presentation and notification of a patient’s scheduled or given immunization data
• Input of patient immunization data
• Extraction of immunization data for day-to-day practice needs and reporting to state/local registries
• Clinical Alerts
  PrimeSuite provides the availability of Clinical Alerts for purposes of preventive medicine, health maintenance, and clinical guidelines.  This session addresses flag creation for clinical alerts, setting criteria for clinical alerts, appearance of the alerts on the Face Sheet (and elsewhere), and custom reporting for clinical alerts.
• Round Tables
  The Round Tables provide a forum to express “what’s on your mind” relative to PrimeSuite clinical issues and practice management issues, respectively.  Consider these hosted sessions as your opportunity for feedback from Greenway, potential best practices from neighboring practices, and discussion of the feasibility of desired product enhancements.

PrimePractice Session Descriptions

• Improving your PrimePractice Experience
• Attendee and specialty introduction
• Tips and tricks to help you move more seamlessly through PrimeSuite
• How to make PrimeSuite Help work for you
• Navigating and understanding the tools that are available
• Charge  Entry / Claims Processing / Follow-up
  This workshop addresses the complete cycle for Claims Processing with PrimeSuite helps you to establish and adopt best practices for this critical function.  Included are the following Claims Processing workflow steps:
• Understanding the Charge Entry Screen
• Create and Submit
• Verify Batch Submission
• EDI File Creation and Submitted Claims Reports
• Clearinghouse and Payor Reports (Get New Files)
• Reconcile, Reconcile, Reconcile!
• Review, Correct and Resend Rejected Claims
• Superbill Summary
  This session addresses the path from Chart to Billing, the Superbill Summary, which answers the need for a paperless transfer of clinical documentation to posted charges. Generated when a clinical document is saved, the summary displays diagnoses, procedures and other billing and administrative information, and provides the means for both clinical and office staff to review and amend diagnosis mapping, modifiers, units and charge status. It also displays all visit information needed for posting charges.
• Advanced Payment Posting
  Timely posting of payments from all payers is essential to practice revenue cycle management and profitability.  This workshop addresses posting from all payment sources and methods, including:
• Patient Payment Posting
• Insurance Payment Posting for primary and secondary payers
• Electronic Remittance Advice.
• Custom Reports Lab
  This workshop addresses all aspects of PrimeSuite Custom Reporting, including;
• Standard Reports with which you can filter and group the output
• Flex Reports with which you can also select fields, filter, and group
• Custom Reports where you can be as detailed and specific as you wish
• Collections Lab
  Focused on Patient Collections, this session will help PrimeSuite users to:
• Establish administrative criteria and define actions that will automate such tasks as letter generation and patient flag management
• Create work list(s) for accounts that meet defined qualification criteria
• Produce an on-screen work list that can be sorted by column headings and assigned to individual users, for all patient balances
• Advanced Scheduling
  How can we best utilize the robust scheduling functionality of PrimeSuite to meet our specific practice needs?  This workshop addresses the various approaches to appointment scheduling, including the following:
• Building and effectively using Rules Templates
• Using the Wizard for scheduling appointments
• Creating quick search templates
• Recall Workflow, including appointment requests and appointment recalls
• Understanding and utilizing Multi-Location Scheduling functionality
• Scheduling Tips and Techniques.
• Round Tables
  The Round Tables provide a forum to express “what’s on your mind” relative to PrimeSuite clinical issues and practice management issues, respectively.  Consider these hosted sessions as your opportunity for feedback from Greenway, potential best practices from neighboring practices, and discussion of the feasibility of desired product enhancements.
• End-of-Day / End-of-Month Reports
  This session addresses the critical processes of End-of-Day and End-of-Month, including:
• End-of-Day Processes and Daily Balancing
• Transaction Detail Balancing Report
• Report Reconciliation
• Recommended Monthly Balancing Processes
• Recommended End-of-Month Reports
• Identifying and establishing Best Practices for your medical practice.