Expand your knowledge and sharpen your skills

Transcription

Expand your knowledge and sharpen your skills
––
Expand your knowledge and sharpen your skills
with peers and professionals from throughout Ohio.
Thursday, August 27 & Friday, August 28
Registration opens at 8:00 a.m. each day.
PLUS! Join us for our Client Appreciation Party
Thursday 6:00 pm – 10:00 pm, featuring One Ton Diesel
Columbus Crowne Plaza North 6500 Doubletree Avenue, Columbus OH 43229
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The conference designed specifically for DD industry
professionals and county government organizations.
Solutions Exchange provides
practical ways for organizations to
work more efficiently, stretch
their budget, and improve their
bottom line with innovative
technology tools and business
ideas. We’ll explore data
collection, management and
retrieval options, discuss
management techniques, share
new business solutions, and
demonstrate ways to help your
organization perform better.
Get acquainted with the
industry’s leading software.
If your agency is exploring
software options for the first time,
Solutions Exchange is the perfect
venue for understanding how
Advisor, Gatekeeper and/or
Infallible can aid your
organization’s important mission.
Interact with vendors.
We’ve carefully selected vendors
that we believe offer significant
value to our attendees. Take
advantage of this venue to learn
how these newest technologies,
trends and tools will complement
your business processes.
Featuring
Solutions Exchange 2015
is presented by Primary Solutions.
As a trusted business partner, Primary
Solutions strives to create flexible and
innovative information solutions in
collaboration with the human services
community.
Infallible offers a complete fund
accounting package to accommodate
the needs of human services
organizations.
Gatekeeper is the software of choice
for Ohio’s county boards of DD,
offering an array of interfacing modules
for managing waiver services and
locally-funded initiatives.
Additional Presenters
Advisor is the preferred software
solution for Ohio’s DD agencies, with
the flexibility to accommodate
providers of all sizes.
Anywhere offers web-based DD
documentation, decreases
administration time and provides office
staff immediate access to service
delivery details.
Learn how to expand your use
of the software.
Visit the Tech Café where our staff
will be available to answer your
questions. Plus, you can
experience the software on a
variety of devices, explore new
modules, and learn helpful
software tips and tricks.
OhioDD.com allows county boards
and providers to gain efficiency when
providers submit claims, access
authorizations and view payment
information electronically.
Billing Service. Our billing experts
process, submit and reconcile waivers
and supported living claims for
independent providers and agencies.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
6:00 pm
Day One: Thursday, August 27
Keynote Speaker
9:00 am – 9:50 am
Jerry Gildea is a dynamic believer in
building personal awareness to
bolster team development. For the
last eight years, Jerry has been
energizing companies throughout
the country as a Senior Performance Specialist at Insperity, an
HR management company. Jerry’s interactive presentations
promote understanding personality types and perceptions to
transform employees into collaborative teams. Jerry’s wellestablished professional credentials include: certified as a
Senior Professional in Human Resources (SPHR), a member of
the American Society for Training and Development, formerly
an adjunct professor for the Human Resources (PHR)
Certification Courses, certified in a variety of personality
profile and leadership assessments, a published author and
former service on the board of directors for the Maryland
Mentoring Partnership. His professional contributions have
been recognized with several key awards.
Session One
Thursday 10:00 am – 10:50 am
Business and Management
Chaos to Calm: Managing
Effectively During Times of Crisis and Chaos
Monica Armstrong, Provider Resources Group
How do you respond when everything goes a little crazy? We
all have chaotic times and how we respond is critical to our
success. There is no escaping chaos…or is there? Do you
thrive on chaos? Are you always putting out fires? This
session is to help find the calm when there seems to be
none. Learn how to regroup and start again.
IT and Technology
Simple Virtual Compliance Office:
Making Sense of Compliance
Robert Brzezinski , BizWit
An overview of a cost-effective approach to HIPAA
information privacy, security, risk, compliance management,
and related documentation. Risk Analysis, Risk Management,
Online Training and HIPAA Wiki/Community modules will be
reviewed.
Infallible – Accounting/HR
Cover Your Assets
Julie Eastes, Clinton County & Kristine Smith, Primary Solutions
Do you want a better handle on your fixed assets and
inventory? Join Clinton County staff as they share their
process for tracking fixed assets utilizing Infallible, followed
by a detailed look at Infallible's inventory window.
Gatekeeper – DD Boards
And the Survey Says…
Using Gatekeeper to Make a Match
Angie Theller, Primary Solutions
One of the many welcome changes to 2014 update of the SSA
rule is that the SSA can play a role in assisting individuals in
their search for a provider. Learn how Gatekeeper’s Survey
module can assist you in gathering information about
individuals’ requirements for a provider and match them with
providers that meet those requirements.
Advisor – Provider Agencies
Common CPT/DRA/PAWS
Billing Issues
Gary Brown, Brady Ware & Company
Facing a frustrating billing issue? You’re not alone! Industry
expert Gary Brown will review the most commonly
encountered CPT/DRA/PAWS provider billing issues and
reveal how to resolve them.
Advisor – Provider Agencies
Creative Dashboards & Worthwhile Widgets
Shelly Rheinfrank, Primary Solutions
Transform your Advisor Dashboard to include critical business
information! Learn navigation tricks and tips on how to
customize your Advisor experience! This session geared
toward new and intermediate Advisor users.
Advisor – Provider Agencies & Gatekeeper – DD Boards
Employment First
Stacy Collins, DODD
DODD's Stacy Collins will discuss Employment First, including
the current status of the Employment First initiative and
upcoming changes.
Privatization and Leadership
Privatization Support Group (PSG):
What Is It? How Can They Help?
Van Viney, MATCO Services
Learn how PSG can be a resource for Adult Service Programs
before, during and after the privatization process.
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Advisor – Provider Agencies
The Companionship Wage/Hour Exemption
Session Two
Michael O’Brien, Vorys, Sater, Seymour and Pease
Does your company pay overtime? Learn about the
Companionship Services Exemption and federal wage and
hour issues for DD Providers.
Thursday 11:00 am – 11:50 am
Business and Management
All Aboard!
Successfully Bring On New Employees
Advisor – Provider Agencies & Gatekeeper – DD Boards
Melissa Skaggs and Monica Armstrong,
Provider Resources Group
Employee success starts well before orientation day. A
successful employee on-boarding process strengthens the
employment relationship and bolsters staff retention. We will
look at the processes for interviewing, orientation, training,
and beyond. We will also discuss effective processes for
off-boarding staff to make parting ways easier for everyone.
Creating an Employment Environment: Part One
IT and Technology
Making the Privatization Decision:
The Real Experience
Arletta Hinger and Nancy Nixon, Primary Solutions
Examine your approach to employment in this two part series.
Part One will address job development and the new tools
available in the Employment Module to assist with tracking
employer information including contacts, open positions and
our new job matching tool.
Privatization and Leadership
Office 365 - Security & Compliance:
Is the Cloud Right for You?
Van Viney, MATCO Services and John Danes, Trumble County
The privatization process is rife with details. Join us to hear
real-life experiences and discuss some of the obvious and
not-so-obvious decisions you will encounter.
Robert Brzezinski, BizWit
Is your staff ready to collaborate in the cloud? We’ll review the
benefits and challenges of Office 365, including: managing
information privacy, security and compliance risks,
compliance (reporting) capabilities, auditability and related
documentation.
Session Three
Thursday 1:10 pm – 2:00 pm
Infallible – Accounting/HR
Making the Most of the Time Tools
Business and Management
Kevin Allender, Primary Solutions
Are you fully utilizing Infallible’s time tracking features? Learn
how Infallible can be used to track all types of staff time
(including vacation, personal and sick). Plus, learn how staff
can use Infallible to submit leave requests.
Finding the 25th Hour: Time Management
Melissa Skaggs, Provider Resources Group
Our days get out of control before we know it, and each
derailment creates additional stress. You will leave this
session with ideas that you can use right away for improving
your time management and controlling your calendar. We’ll
discuss the importance of prioritizing, the essential skill of
saying “No” – and how saying “No” can be made easier for
you and those around you. Make the time for this session.
Gatekeeper – DD Boards
Direct from DODD:
The Latest in Person Centered Planning
Kelly Miller and Kelly Ferenbaugh, DODD
Come hear “the Kelly’s” (Miller and Ferenbaugh, that is) share
the latest in person centered planning practices and DODD’s
expectations of county boards and providers.
IT and Technology
Using Technology to Track Wellness
and Improve Health Outcomes
Geoff Cooper, CaraSolva
Implementing simple, cost-effective technology to track
wellness can improve the quality of life and reduce healthcare
costs for individuals with DD. Learn the drivers behind the
wellness movement, how DD providers can be leaders, and
technologies and techniques for tracking and improving
wellness.
Advisor – Provider Agencies
Preparing for ISP Meetings
and Why CPT "Edit" Access is Critical
Gary Brown, Brady Ware and Company
How well do you and your team prepare for ISP meetings?
Gary Brown discusses the critical components for successfully
representing your agency and your clients at ISP meetings.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
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Privatization and Leadership
Infallible – Accounting/HR
Achieving Business Sustainability
SCAN it be Easier?
Phil Miller, Portage Industries; Laura LaGodney, Ability Works;
and John Schwartz, Huron County
Privatized organizations can't meet their mission while
operating at a loss. Learn about the tough and right decisions
to become financially sustaining and provide mission-driven
quality services.
Kristine Smith, Primary Solutions
Did you know that Infallible can store your scanned reports?
Your employee personnel files? Your vouchers and purchase
orders? If you are using Infallible and not scanning, attend this
informative session on using Infallible's electronic filing
system to keep all of your information in one place.
Gatekeeper – DD Boards
Session Four
Person Centered Planning:
Making the Most of the Plan Module
Thursday 2:10 pm – 3:00 pm
Angie Theller, Primary Solutions
Are you looking forward to spending less time on paperwork
and more time on meaningful activities? Learn about features
of Gatekeeper’s Plan module that add efficiency in writing
plans and monitoring supports.
Business and Management
Telling is NOT Training
Melissa Skaggs, Provider Resources Group
Are your employees learning what they need to know? We'll
examine principles for teaching adult learners and how to
determine if they understand the information presented.
Advisor – Provider Agencies
You Know the CPT. What Next?
Aligning CPT with Advisor
IT and Technology
MedSupport eMAR:
Primary Solutions’ Choice for eMAR Integration
Josh Kramp, Primary Solutions
Once you understand CPT and how it works, the next step is
putting the CPT into practice via service delivery. This session
will demonstrate how to use the data from the CPT to create
staff schedules in Advisor and see it through to actual service
delivery.
Geoff Cooper, CaraSolva
Electronic Medication Administration Records (eMAR’s)
improves provider compliance, reduces medication errors and
saves valuable provider time. See the benefits of using the
MedSupport eMar and learn about the planned integration
with Advisor.
Advisor – Provider Agencies and Gatekeeper – DD Boards
More than a Report!
Brian Marshall, Primary Solutions
Primary Solutions' innovation team has been locked in the lab
creating “smart” reports that exceed everything you have
seen in Advisor and Gatekeeper. Experience these intelligent
new features and take your reports to the next level!
Infallible – Accounting/HR
Discovering the Secrets of IT
Advisor – Provider Agencies & Gatekeeper – DD Boards
Kristine Smith, Primary Solutions
We'll reveal the tips and tricks to a smooth-running Infallible
system. Get updates with ease and learn how to make server
migrations a painless process.
Creating an Employment Environment: Part Two
Gatekeeper – DD Boards
Arletta Hinger and Nancy Nixon, Primary Solutions
An in-depth look at using the Employment Module to track
employment information and meet the Employment First
reporting requirements. Discover how you can track job skills,
training, certification, preferences and job development and
coaching contacts. We will also demonstrate the powerful
new job matching tool.
Person Centered Planning: Sharing the Innovation
Angie Theller, Primary Solutions
County Board staff will share their experiences with designing
person centered plans and implementing their newlydesigned plans utilizing Gatekeeper’s Plan module.
Advisor – Provider Agencies
Billing Fundamentals: Dollars and Sense
Liz Thompson, Primary Solutions
Learn the fundamentals of processing your billing in Advisor.
From basic data entry to applying payments, this session is
geared toward the beginning biller and the intermediate
Advisor user.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
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Advisor – Provider Agencies
Infallible – Accounting/HR
Skillful Scheduling: It's all about the Shifts
Spreading the Love: Department Budgeting
Shelly Rheinfrank, Primary Solutions
From the Template to the Staff Timesheet Report, we’ll walk
through the Scheduling module and see how it all works
together to create your staff schedules. We’ll also review the
new features added in recent releases. This session is
designed for the intermediate Advisor user who wants an
overview of the Scheduling module.
Arletta Hinger, Primary Solutions
Give control of department budgets to your first line of
management. This session will examine set up and use of InHouse Account Codes and In-House Purchase Orders, as well
as reporting capabilities.
Gatekeeper – DD Boards
Tiptoeing through Gatekeeper:
Helpful Hints for SSA Users
Advisor – Provider Agencies & Gatekeeper – DD Boards
Employment Roadmap: We're in This Together
Kevin Allender, Primary Solutions
Is your Gatekeeper system customized for your position?
Let's get it arranged! We'll talk about personal preferences,
Dashboard options, widgets and other helpful items.
Arletta Hinger and Nancy Nixon, Primary Solutions
Take a peek into the future of the Employment Module. We'll
share what is currently planned and ask you to share your
desires, dreams and needs. Your feedback is our roadmap!
Advisor – Provider Agencies
Privatization and Leadership
Are You Leaving Money on the Table?
Who Provides Leadership and
Characteristics Needed in the CEO
Liz Thompson, Primary Solutions
Discover Advisor's accounting features, including aging
reports, journal entries, and recommended closing
procedures. This session is designed for intermediate and
advanced Advisor users who are tasked with accountingrelated duties.
Anne Haning, Belco Works and Phil Miller, Portage Industries
Selecting the right person for the top job is a tough decision.
Discover key characteristics needed for this position and
review the path many organizations take in this process.
Advisor – Provider Agencies
Session Five
Simplified Scheduling with
eWebSchedule
Thursday 3:20 pm – 4:10 pm
Gary Ward, eWebSchedule
Searching for an internet-based option for scheduling?
eWebSchedule is an Ohio-based company with roots in the
DD community. Learn how eWebSchedule can help you
eliminate shift gaps, reduce overtime, capture time-off
requests and ensure employees know their schedule. We’ll
also discuss the planned integration with Advisor.
Business and Management
Common Sense: Where Did It Go?
Monica Armstrong, Provider Resources Group
How do you handle situations where common sense is
missing? This is a fun session full of real-life situations where
common sense was not used as the first option. We can’t
teach common sense to everyone we encounter, but we can
learn to apply a common sense approach even in difficult
situations.
Web-based Documentation - Providers and DD Boards
Anywhere Roadmap: Construction Ahead!
Jim Enneking, Primary Solutions
Are you wondering what's next for our Anywhere product?
Here's your opportunity to look into the furture with us and
see what our plans are for our website.
IT and Technology
User Support: Yakety Yak! Please Chat Back!
Josh Kramp and Joe Miller, Primary Solutions
We're making software support even easier! Come see our
newest support tools, including support via internet chat and
our new support website.
Privatization and Leadership
Personnel Decisions and PERS
Laura LaGodney, Ability Works and
Rich Patterson, Nick Amster Workshop
Personnel decisions are an essential component of
privatization and play a crucial role in the organization's
success. We'll discuss these impending decisions and how you
can avoid the pitfalls of the past.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
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Advisor – Provider Agencies
Advisor Demographics: Expand your Horizons!
Session Six
Shelly Rheinfrank, Primary Solutions
What data are you collecting? Whether it's shirt sizes or staff
trainings, favorite foods or personnel evaluations - learn how
you can use Advisor to track everything electronically! This
session is designed for the beginner to intermediate Advisor
user who is in charge of maintaining demographic information
for consumers and/or employees.
4:20 pm – 5:10 pm Thursday, August 27
Business and Management
What's My Brand?
Melissa Skaggs, Provider Resources Group
Your brand permeates your culture and defines how
customers perceive your organization. We will help you
understand branding, what it means for your organization,
and how to actively define and implement your brand.
Web-based Documentation - Providers and DD Boards
Anywhere: Enter Time
Joe Miller, Primary Solutions
Excited about the idea of getting rid of paper timesheets? Join
us for this session where we will show you our plans to update
our current Advisor Time Entry website.
IT and Technology
Are You Compliant and Audit Ready?
Electronic Document Management Can Help!
Jim Perry, Intellinetics
Compliance issues surrounding HIPAA requirements and
Medicaid reimbursement are a reality for County Boards and
DD Providers. We’ll discuss how Electronic Document
Management can address those issues. You will also learn
how your organization can be quickly prepared for your next
Audit with Electronic Document Management tools!
Privatization and Leadership
Quality of Services: Integration Metrics
Liz Owen, Alpha Group; Phil Miller, Portage Industries;
and Mary Thompson-Hufford, Hopewell Industries/LICCO
CMS requires organizational change. The Quality Pilot and
metrics provides a blue print to move organizations and
individuals served into greater enhanced integration.
Infallible – Accounting/HR
Navigating the Payroll Jungle
Thursday Evening:
Arletta Hinger, Primary Solutions
What happens if I change this field? Can I change that field?
Examine payroll nuances with an in-depth look at how
modifying key fields affects your overall payroll and reports.
Client Appreciation Party
Gatekeeper – DD Boards & Advisor – Provider Agencies
6:00 pm – 10:00 pm
featuring One Ton Diesel
Plus drinks, food, music and games
Introducing The Enhanced OhioDD.com
Kim Howard, Primary Solutions
OhioDD.com is getting an impressive facelift! Join us as we
reveal the expanded functionality, updated user-friendly
interface and contemporary new look that our development
team has created for you.
Advisor – Provider Agencies
NEW! Mental Health Module:
Managing Mental Health Services
Anita Parsley, Primary Solutions
The Mental Health module is now available in Advisor! Our
Mental Health module allows you to enter case notes, bill for
services, and track revenue. This session is part
demonstration and part user group. We'll be collecting your
ideas for further enhancing the module.
Staying Overnight?
Refer to Solutions Exchange for a special conference rate at the Crowne Plaza Columbus North. Call 614-885-1885.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
9 | Page
Infallible – Accounting/HR
DAY TWO: FRIDAY, AUGUST 28
NEW! All in the Family: Support Services
Kevin Allender, Primary Solutions
Learn how to ditch your spreadsheets and use Infallible to
track Family Support Services budgets. Learn how to go
from individual and family allocations all the way through
the In-House Purchase Order (IHPO).
Keynote Speaker
9:00 am – 9:50 am
John Hannah is a catalyst in the selfadvocacy movement. As an individual
with developmental disabilities (DD)
himself, John has spent the last 20
years in a unique role as a full-time
consumer advocate, helping hundreds
of individuals overcome obstacles in
their daily life. He embraces his mission
of empowerment and lobbies for his goals at the state and
national level. John’s commitment earned him the role as the
first DD individual to serve as President of the Arc of Ohio (a
role he held for two terms) and allowed him to meet two
sitting presidents. He serves as an advisor for various industry
committees, conducts training for professional and selfadvocate groups and has received several state Advocacy
Awards. John’s engages his audience as he shares humorous
and insightful stories of his experience across the country.
Gatekeeper – DD Boards
PAWS Changes:
PAWS and MSS Systems Integration
Brian Harrigan, DODD
Join us for a demonstration of the integration between MSS
and the new PAWS system.
Advisor – Provider Agencies
Come On In!
Unlocking the Data Warehouse
Jaimey Karhoff and Kevin Bracken, DODD
Don’t be intimidated by the data warehouse! This powerful
tool provides access to billing histories and voucher
summaries, as well as PAWS confirmation and PAWS
utilization reports. DODD experts will review how to run each
of the available reports and discuss how to interpret the data.
Advisor – Provider Agencies
NEW! Workshop Module: Let's Talk Shop!
Session Seven
Liz Thompson, Primary Solutions
Advisor’s new Workshop module tracks the activity and
productivity of workshop employees, then sends the time and
gross pay data to your payroll system (such as QuickBooks).
Learn about options for tracking customers, jobs and
employee data.
Friday 10:00 am – 10:50 am
Business and Management
Financials for NON-Financial People
David Ellison, Provider Resources Group
If your mind gets foggy at the mention of math and you
experience an adverse reaction to financial spreadsheets, you
aren’t alone. Melissa will present financial concepts and
explain their relevance using terms you can understand.
Web-based Documentation - Providers and DD Boards
Anywhere: Roster, Demographics and Case Notes
Jim Enneking, Primary Solutions
Does your organization use Case Notes? If so, don't miss this
session where we explore how to simplify Case Notes using
our web version of the Case Notes module. We'll also explain
how the Anywhere Roster works within our newly designed
Anywhere website.
IT and Technology
Data Security: Protecting Your
Networks, Your PC’s and Yourself
A-Jay Orr, VOS
What do small businesses need to know about security? We’ll
review the security essentials, provide some simple ways to
protect your computers and discuss how to maximize the life
of your devices. Plus, get tips for protecting your identity and
creating secure, easy-to-remember passwords.
Privatization and Leadership
Board of Directors After Privatization:
Accountability
Van Viney, MATCO; Blair Brubaker, Riverview Industries
Privatization changes the roles and responsibilities of the nonprofit board. We’ll share how to successfully transform from
“picnic boards” to boards of governance.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
10 | Page
Provider Agencies & DD Boards
Legislative Updates for the DD Field
Session Eight
Mark Watson, Ohio Provider Resource Association (OPRA)
This session provides insight and guidance into the State of
Ohio 2016-2017 budget – specifically discussing the potential
gains and obstacles facing the DD industry and the
coordinated industry efforts needed to ensure that the policy,
procedures and programs are impactful for individuals with
developmental disabilities.
Friday 11:00 am – 11:50 am
Advisor – Provider Agencies and Gatekeeper – DD Boards
More than a Report!
Brian Marshall, Primary Solutions
Primary Solutions' innovation team has been locked in the lab
creating “smart” reports that exceed everything you have
seen in Advisor and Gatekeeper. Experience these intelligent
new features and take your reports to the next level!
Web-based Documentation - Providers and DD Boards
Anywhere: Outcomes and Services, Day Services
Jim Enneking, Primary Solutions
In this session we'll explore the newly designed, web-based
Outcomes and Services module. This session is designed for
current and prospective users of the Outcomes and Services
module and Day Services module. Join us and find out how it
all works over the web!
IT and Technology
User Support: Yakety Yak! Please Chat Back!
Josh Kramp and Joe Miller, Primary Solutions
We’re all about support! We’ll be exploring how to access and
use our newest client support features: a new support website
and ChatAssist.
Privatization and Leadership
Infallible – Accounting/HR
What Services Niche?
Considering New Business Lines
The Human Element: Discovering your HR Needs
Arletta Hinger and Kevin Allender, Primary Solutions
Human Resource requirements can overwhelm any HR
professional! This User Group session brings Infallible users
and Primary Solutions staff together to uncover your HR
needs and identify how Infallible could meet those needs.
Laura LaGodney, Ability Works and
Mary Thompson-Hufford, Hopewell Industries/LICCO
Diversifying services and increasing market footprint are vital
for post-privatization sustainability. We’ll consider the
opportunities and challenges of offering new business lines,
such as homemaker personal care, employment and
transportation services.
Gatekeeper – DD Boards
Importing Simplicity: PAS Import and TDD Imports
Kim Howard, Primary Solutions
If your task list includes keeping PAS data current for
reporting and billing, you know it can be a time-consuming
chore! We’ll show you how to simplify the process and
improve accuracy by importing waiver and TDD services into
the Gatekeeper PAS.
Session Nine
Friday 1:10 pm – 2:00 pm
Gatekeeper – DD Boards
The Gatekeeper Administrator:
Embracing Your Role as Team Compass
Advisor – Provider Agencies
What's Coming:
Building the Data Warehouse
Kristine Smith, Primary Solutions
Does your team rely on you to retrieve information that
eludes them? Learn how to navigate Security and Reports to
deliver what your users need, when they need it.
Jaimey Karhoff and Kevin Bracken, DODD
The data warehouse is full of potential! Learn how DODD
plans to expand utility and offer additional access to this
powerful information resource.
IT and Technology
Energize Your Excel Reports!
Marcia Erickson, DATSmarts
Give your data interactive impact! Learn to create pivot
tables, pivot charts and dashboards using data from
Gatekeeper and the Data Warehouse.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
11 | Page
Gatekeeper – DD Boards
Session Ten
By the Numbers: Tracking Title XX Services
Friday 2:10 pm – 3:00 pm
Angie Theller, Primary Solutions
Are you using Title XX as a funding source for individual
supports? You can simplify how you document and report on
Title XX services. Join us to see how it can work for you!
Gatekeeper – DD Boards
Gatekeeper’s Buried Treasure:
The Secrets Your Trainer Forgot to Tell You
Gatekeeper – DD Boards
Kristine Smith, Primary Solutions
Discover the answers to common Gatekeeper support
questions. Plus, uncover valuable tips and tricks for creating a
rewarding Gatekeeper experience.
Bringing It Together: OhioDD.com and Local Billing
Kim Howard, Primary Solutions
Eliminate redundancy! Find out how OhioDD.com facilitates
local billing and allows users to pull data directly into Advisor
from the county board’s Gatekeeper software.
IT and Technology
Microsoft OneNote
for Project Collaboration
Advisor – Provider Agencies
Unraveling the Mysteries of Adjustments
Marcia Erickson, DATSmarts
Is your organization sharing information efficiently? Learn
how to use OneNote to promote collaboration, consolidate
knowledge, collect information, catalog content, and store
information from a variety of sources.
Jaimey Karhoff and Kevin Bracken, DODD
DODD staff will dissect troublesome billing adjustments and
share best practices for processing corrections.
Advisor – Provider Agencies
Advisor Evolves: What's New, What’s Next
and What You Can Tell Us
Infallible – Accounting/HR & Gatekeeper – DD Boards
Reviewing What's New, Previewing What’s
Coming and Collecting Your Two Cents
Anita Parsley, Primary Solutions
Take a look at Advisor's latest features and the 'Roadmap' for
Advisor’s future development. Plus, share your suggestions
for enhancements that would make your work easier.
County Services Support Staff, Primary Solutions
We'll recap the latest features in Gatekeeper and Infallible,
and then look ahead at the 'Roadmap' for future
development. Contribute to the discussion! Let us know what
enhancements you would like to see.
Web-based Documentation - Providers and DD Boards
Anywhere: Outcomes and Services, Day Services
Jim Enneking, Primary Solutions
In this session we'll explore the newly designed, web-based
Outcomes and Services module. This session is designed for
current and prospective users of the Outcomes and Services
module and Day Services module. Join us and find out how it
all works over the web!
Advisor – Provider Agencies
Advisor Game Show: The Client is Correct!
Advisor Support Team, Primary Solutions
Advisor Users, come on down! You could be the next
contestant on this humorous and informative game show that
recaps the conference, tests your Advisor knowledge and
offers the chance to win some fabulous prizes.
Privatization and Leadership
Been There, Done It & Would Do It Again:
Life After Privatization
Privatization and Leadership
Customer Service: The Secret Ingredient
Rich Patterson, Nick Amster Workshop and
Mary Thompson-Hufford, Hopewell Industries/LICCO
You’ve read news articles and heard the stories about the
myriad challenges encountered during the privatization
process. Be encouraged - there is light at the end of the
tunnel! Discover the rewards gained when the hard work of
privatization is completed.
Jenny Ferguson, Hancock County;
Megan Craun, Sandusky County; and
Mary Thompson-Hufford, Hopewell Industries/LICCO
When every customer is a customer by choice, providing
exceptional customer service is crucial for success. We’ll talk
about ensuring a quality service experience and satisfying the
demands of your customers: persons with disabilities, CBDD,
community members and employees.
Register at www.PrimarySolutions.net or call 614-430-0355 x 200
st
HURRY! Register before August 1 for the discounted Early Bird rate.
The ONE conference for
your ENTIRE organization:
Presented by Primary Solutions
Practical & Actionable information for
Immediate & Impactful results!
Thursday, August 27 9 am – 5 pm
Friday, August 28 9 am – 3 pm
Crowne Plaza Columbus North
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Registration Now Open
Visit www.primarysolutions.net
Hurry! Register before August 1 for Early Bird pricing!
Business & Management Track
Privatization & Leadership Track
Web-based Documentation Track
Employment Track
IT/Tech Track
DD Billing Track