Classes and Education


 

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Emerging Technologies

Audience Pharmacy Owners, Decision Makers

Instructor  Louie Foster, Director LTC Ancillary Products

This class offers a unique view of emerging technologies and their
potential to positively impact our industry. Topics will include high
level introductions and uses for technologies such as Artificial
Intelligence, IoT, 5g, and digital security.

Learning Objectives

  • Introduction to new technologies
  • Learn the potential impacts and uses of these in pharmacy

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Pre- and Post-edit (PPE) Programs: Find that “Needle in the Haystack”

Audience Pharmacists, Technicians, Pharmacy Owners and Management

Instructor Angie Smith, Account Executive, QRx

Find that “Needle in the Hay Stack.” Identify incorrectly
billed and reimbursed claims and the root-cause to prevent it from
reoccurring. Pharmacy adjudication is complicated, fast moving and
completed on a real-time system where pharmacy technicians may not
understand all compliance regulations, reimbursement expectations,
supply chain options, and formulary options for margin optimization.

Learning Objectives

  • How to utilize real-time feedback and compliance, performance, and reimbursement alerts to help guide the pharmacy at the point of sale

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Managing Internal and External Audits with Integra Products

Audience Pharmacy Administrators

Instructor Chelsea Grail, Implementation Manager

Pharmacies get audited, but these audits don’t have to be a major
pain! Let Integra help protect and prepare the pharmacy for the
next audit.This class will examine how DocuTrack, DeliveryTrack,
and Mevesi Pharmacy Edge can be put to work to relieve the stress
of handling internal and external audits. Topics covered will
include: use and management of a zero associations folder, proper
configuration and reconciliation of delivery manifests, leveraging
the audit assist workspace, and recording internal quality
assurance audits.

Learning Objectives

  • Identify areas in which Integra products can help prepare the pharmacy for an audit
  • Demonstrate use of DocuTrack, DeliveryTrack, and Mevesi Pharmacy Edge functions

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DocuTrack & DeliveryTrack

Audience Pharmacy Administrators

Instructor Kurt Johnson,Implementation Manager

DocuTrack and DeliveryTrack work together to enhance the
communication between the drivers and the pharmacy.

Learning Objectives

  • Discuss Import rules in DocuTrack for Manifests from —
  • DeliveryTrack Understand Barcodes for Items that do not have an RX
  • Review various reconciliation reports to know to know if all signatures are received

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PrimeCare & Mevesi

Audience PrimeCare Users that actively run reports and either have Mevesi or are interested in Mevesi

Speaker Tyler Daniel, Sales Representative, PrimeCare & Mevesi

This class will focus on how to best build and run reports that
will reveal financial health, identify patient medication
adherence, monitor trending and expose vulnerabilities in the
pharmacy operations. The instructor will demonstrate how Mevesi
can be used in conjunction with PrimeCare to create useful reports
with meaningful data. Attendees will learn which reports and which
criteria can be used to build the best reports with the most
value.

Learning Objectives

  • Understand Mevesi reports, scorecards and dashboards
  • Understand PrimeCare data elements and how to use them to build the best reports
  • Learn how to avoid some of the common pitfalls of report building in PrimeCare and Mevesi
  • Learn to identify potential issues proactively with trending

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PrimeCare/DocuTrack Integrated Workflow

Audience PrimeCare and DocuTrack Users

Instructor Daniel Hollifield, Senior Account Representative

Evelyn Beach, RPh, Director of Client Services

The integration of PrimeCare Workflow and DocuTrack is a great way
to enhance the level of efficiency and productivity in the
pharmacy. PrimeCare’s Workflow provides LTC pharmacies the ability
to segment and automate the different parts of the filling process
while DocuTrack eliminates paper and manages documents. Both
products accomplish this working together for your entire
workflow, from Order Entry to Delivery.

Learning Objectives

  • Learn how to use PrimeCare’s Workflow and DocuTrack together

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Getting to Know DocuTrack Version 7

Audience DocuTrack Users

Instructor(s) Keri Nelson, Implementation Manager

Becky Lewis, RPh, Implementation Manager

Learn all that’s new with DocuTrack Version 7. This class will
cover newly offered features such as, Unified Search, Document
Counts, Mass Send, Lock Icon, and many more. Discussion Topics
include: the concept of new Folders, easy Folder set up,
converting from search folders to Folders and considerations when
converting.

Learning Objectives

  • Learn about new DocuTrack 7 features
  • Learn best practices to consider when converting to new Folders

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DocuTrack Advanced Workflow Using Search Folders (DT 6.6 and prior)

Audience DocuTrack Administrators

Instructor Becky Lewis, RPh, Implementation Manager

DocuTrack is not just for the pharmacy department—explore other
ways DocuTrack can help eliminate the need for paper charts,
patient records, internal audit reviews in any other department
where paper files are still being maintained. Create and customize
pharmacy workflow specific to each teams’ processes. Maximize
DocuTrack workflow utilizing document import rules and Search
Folder alerts for efficiency.

Learning Objectives

    • Understand how to utilize DocuTrack in other departments (IV/Compounding, Admissions/Referrals,

Accounts Receivable)

    • Learn how to maximize workflow using Document Import Rules, Search Folder Alerts
    • Learn how to share documents between departments (Pharmacy, Medical Records/Billing) utilizing

combination workflow

    • Demonstrate examples for utilizing DocuTrack workflow to track internal processes for Quality Assurance

(Quality Related Events)

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Custom Forms and Stamps in DocuTrack

Audience DocuTrack Administrators, users that create DocuTrack forms or stamps

Instructor Keri Nelson, Implementation Manager

This class will provide attendees with an understanding of the
process to create interactive forms and custom stamps for
DocuTrack.Walk through the steps required to create your own forms
and stamps.Review best practices and demonstrate how to add each
type of file to the appropriate directory on the DocuTrack server.

Learning Objectives

  • Understand how to create and use DocuTrack forms and stamps
  • Become familiar with how to create and edit PDF files
  • Identify customization options and best practices
  • Discover how to add a new form and stamp to the DocuTrack server

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DocuTrack Secure Communication (Direct & Text)

Audience DocuTrack Users

Instructor Brenda Bonnema, DocuTrack Product Manager

Evelyn Beach, RPh, Director of Client Services

DocuTrack provides two secure communication options between
facilities, physicians, patients and the pharmacy.Learn how your
pharmacy may benefit from one or both of the secure communication
options.

Learning Objectives

    • Discuss the role, impact, and timing of Health Information Exchange (HIE) and Secure Messaging to our

LTC Industry

  • Explain how the IMPACT Act relates to Pharmacies
  • Identify how DocuTrack facilitates this technology
  • Identify the added services for Facilities and Patients

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DeliveryTrack: Route Planning and Long Haul

Audience DeliveryTrack Administrators, Courier Companies, Operational Staff

Instructor(s) Raymond van Rooyen, DeliveryTrack Product Manager

Carol Doolittle, CourierRx

As a user of DeliveryTrack, join this session to discover best
practices for staging and optimizing routes. Also, learn how
pharmacies will be able to stage Long Haul routes manually or
through route automation.

Learning Objectives

  • Understand the importance of route planning
  • Gain insight into route planning approaches that fit with your business processes
  • Understand ways to manage Long Haul and what is new in DeliveryTrack to assist with this process
  • Give input into the product feature set for what an end user would like to see in future releases

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DeliveryTrack Administrator Training

Audience DeliveryTrack Administrators

Instructor(s) Todd Burger, DeliveryTrack Support Manager

Carol Doolittle, CourierRx

Delve into the latest features of DeliveryTrack and understand how
to use them to best manage your delivery process.The focus is on
the reconciliation process, streamlining route creation, and best
practices for Administrators.

Learning Objectives

  • Understand how to Utilize Routing Rules
  • Locate items in transit
  • Recognize the value in the track item workspace
  • Quickly identify Rxs without signatures
  • Show common pitfalls and how avoid them

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Introduction to Logix

Audience All Attendees

Instructor Louie Foster, Director of LTC Ancillary Products

Logix process automation is saving many pharmacies time and money,
all while reducing staff errors. The number of processes Logix is
able to automate is growing as well as its capabilities. This
class will introduce new Logix processes and help you understand
how it can immediately impact your pharmacy. See real data
extracted from current Logix pharmacies, demonstrating how
increased automation can have an immediate and material impact to
business performance.

Learning Objectives

  • Understand how Logix can eliminate calls, emails, faxes, follow-up, and improve customer service
  • Identify costly pain points in your current processes that can immediately be automated
  • Learn about individual Logix functions to apply Logix in ways that impact your business

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Using Logix Tasks to Optimize Your Workflow

Audience DocuTrack Users

Speaker Eddie Buchanan, Logix Support Engineer

The newest version of Logix allows for task driven processes.This
course will demonstrate how the assignment of routine tasks via
Logix processes can help to increase the accuracy and efficiency
of your staff.This session will feature several common pharmacy
procedures which Logix can help to automate.Discussion will cover
task assignment, escalation of tasks not completed within a
satisfactory time period and the use of tasks to handle errors,
clarifications, and special cases.

Learning Objectives

  • Identify pharmacy processes that may be simplified by using Logix to assign tasks to staff
  • Demonstrate increased efficiency of a Logix driven process versus current manual procedures

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Introduction to Mevesi

Audience Pharmacy Administrators

Instructor Chelsea Grail,Implementation Manager

Mevesi Business Intelligence (BI) helps the pharmacy analyze their
data and ensures data driven decision making into actionable
information and goals. This class will demonstrate the use of
Mevesi’s pharmacy scorecards, dashboards, and multi-dimensional
reports. Additionally, the report builder workspace allows users
to create custom reports that can be scheduled via the event
scheduler.

Learning Objectives

  • Identify how Mevesi BI can help the pharmacy accomplish business objectives
  • Utilize score cards and dashboards as meaningful metrics for the pharmacy’s performance
  • Build and schedule custom reports to suit specific needs

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PrimeCare Billing Matrix and Invoice Categories

Audience PrimeCare Users

Instructor Daniel Hollifield, Senior Account Representative

PrimeCare provides LTC pharmacies several different billing
options.Skilled Nursing Facilities and Assisted Living Facilities
may have different billing needs. The Billing Matrix has billing
options available for each type of facility, allowing more
flexibility.New enhancements will be presented, including one of
the most recent, the addition of Invoice Categories.This gives the
pharmacy more sorting and totaling options for the charge accounts
that the facilities are using.

Learning Objectives

  • Learn how to set up Invoice Categories
  • Learn how to add Invoice Categories to the Billing Matrix

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PrimeCare Interfaces

Audience All Attendees – Users interested in new or existing interfaces with PrimeCare

Instructor Lisa Fowler, Senior Interface Analyst

The flexibility and comprehensibility of PrimeCare allows for both
real-time and batch data processing. From compliance packaging to
facility deliveries, triage documentation and electronic medical
administration records, PrimeCare interfaces handle it all.

Learn how the interaction and communication between the pharmacy
system and other systems allow long-term care (LTC) pharmacies to
increase efficiency and productivity in day to day processes.

Learning Objectives

  • Learn what interfaces are currently available in PrimeCare
  • Discover what’s trending in the industry

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PrimeCare and WebConnect Service Pack Updates

Audience PrimeCare Users and/or pharmacies that utilize WebConnect with their facilities

Instructor Ryan Hobbs, Assistant Product Manager, PrimeCare & WebConnect

This class will review the updates made to PrimeCare and
WebConnect. PrimeCare users are some of the most advanced users
of long-term care pharmacy software. Their customers are also
among the most demanding. What improvements have been made or will
be made to help PrimeCare pharmacies serve their customers? Come
and find out with a discussion of past, present, and future
enhancements.

Service Pack 26 to current will be discussed.Attention will be
given to the improvements of most interest to long term care
pharmacies.

Learning Objectives

  • Understand the improvements made to PrimeCare useful in the LTC pharmacy practice
  • Understand the improvements made to WebConnect that will aid facility users

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Direct Print: Installation and Management

Audience IT, DocuTrack Administrators, Printer Enthusiasts

Instructor Matt Henry, Senior Technical Engineer

This class will cover the planning, implementing, upgrading and
managing of Integra’s image printer ‘Direct Print’. The
installation of local and remote direct printers will be
demonstrated. Learn how to remotely print into DocuTrack!

Learning Objectives

  • Discuss the best practices for Direct Print
  • Install and configure new printers
  • Learn to print from a remote network into DocuTrack
  • Understand basic troubleshooting procedures

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Disaster Recovery for DocuTrack

Audience IT, DocuTrack Administrators

Instructor Jason Neuhauser, Senior Technical Engineer

Explore what it takes to get DocuTrack functional should a
disaster occur. Review potential DocuTrack configurations that
allow redundancy and that can reduce data loss.

Learning Objectives

  • Identify what data is critical for DocuTrack functionality
  • Discuss challenges frequently encountered during the recovery process
  • Examine possible DocuTrack configurations that can reduce downtime and provide redundancy

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Integra Backup and Restoration Options

Audience Gordon Hale, Manager – Special Projects

Instructor Jason Neuhauser, Senior Technical Engineer

Tools and techniques will be explored for server backup and
restoration for On-Premise server technologies, hardware,
software. There is a plethora of choices. Integra will share some of
these choices (from a technical and cost perspective) with the small
to medium size pharmacy in mind. Server Recovery and Data Retention
are the goals to pass regulatory audits!

Learning Objectives

  • Review some products (software & hardware), methods, pharmacy training and costs
  • Review installed software exclusions, such as, antivirus and ports
  • Hear about ongoing sustaining costs and maintenance
  • See how to safeguard HIPAA and patient PHI

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Integra Cloud Fax: What’s New and Exciting!

Audience IT, DocuTrack Administrators

Instructor Pete Wutzke Senior Projects Engineer
Quinn Corey, Director of Global Sales, etherFAX

Introduction to new features provided by etherFAX for Integra Cloud
Fax service. Learn how to view and report on cloud fax usage and set
up alerting. Learn about new developments in A2E and Lexmark
integration for guaranteed and instantaneous delivery.

Learning Objectives

    • Learn how to access the ICF customer portal
    • Learn about new web portal features
    • Learn about available reports and how they are useful
    • Learn about available alerting options
    • Learn about advantages of the Secure Exchange Network and how it can cure telecom headaches

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Searchable Archiving

Audience IT, DocuTrack Administrators

Speaker Matt Henry, Senior Technical Engineer

Archiving in DocuTrack 7.1 has changed! Learn all about archiving;
the benefits, the different types, the implementation, the
management, and the new features and functionality of DocuTrack
7.1.

Learning Objectives

  • Understand the benefits of archiving
  • Determine if archiving is right for you
  • Learn how to implement a new archive
  • Understand the new archive features found in DocuTrack 7.1

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Server Migrations in Today’s Shifting Technical Landscape

Audience IT, DocuTrack Administrators

Instructor Gordon Hale, Manager – Special Projects

Be informed of the various trends in server technologies,
hardware, software, hosting and purchasing. Learn how to sort
through this shifting landscape. Things to consider are: onsite,
cloud, warranties, configuration, management and maintenance
These will aid in determining what solution/configuration is best
for the pharmacy from a technical and cost perspective.

Learning Objectives

  • Understand the various ways to install servers including: On-Premise, to own the hardware or not, and what is Cloud
  • Smith Technologies hosting for PrimeCare, 3rd party Application Service Providers (ASPs), Amazon Web Services (AWS), Azure (Microsoft), Google Cloud Platform
  • Host on site customer owned/leased hardware or remote, virtual, in the cloud
  • Learn how to safeguard HIPAA and patient PHI
  • Discuss ramifications of different faxing solutions (as it pertains to server migrations)
  • Be informed of the costs to purchase, set up, own and maintain a server
  • Please share your own story!

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Troubleshooting Methodologies: SQL

Audience IT

Instructor Matt Henry, Senior Technical Engineer

This class will cover the basics of troubleshooting Microsoft SQL
performance issues.

Learn the steps to discover why queries are slow and what is
needed to resolve them.

Learning Objectives

  • Understand SQL blocking
  • Learn how to view currently executing SQL statements
  • Configure, execute, and review extended events
  • Identify possible hardware bottlenecks

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