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AWARDS U
Welcome to User’s Conference 2020
Welcome to AWARDS U 2020
As CEO of Foothold Technology, I am thrilled to welcome you to our 13th annual User's Conference.
We started our User's Conference to celebrate, teach, and have fun with our customers. This year's
conference looks very different from the first 12, but our goals for today are exactly the same.
While we will greatly miss seeing you all in person, we have a great day of content in store for you.
We hope that this conference provides you with a well-deserved reprieve from your standard
schedules, and we hope that you can bring back useful information about AWARDS to your
agency. We also hope that you will share your feedback with us, since we have never conducted a
conference in this format before. We genuinely want to know what worked and what did not.
Thank you for all that you do - especially now. We are so proud to be your partner, and we are
excited to spend the day with you!
Sincerely,
Tyler Hoffman,CEO
Schedule
Virtual Conference Tips & Tricks
• For your best experience at AWARDS U, we highly recommend you install the latest
version of the Zoom Client for Meetings app and join from a desktop or laptop
computer. You are not required to sign up for a Zoom account in order to use the app.
• We also highly recommend that you join the Zoom sessions about five minutes before
the scheduled start time. This will give you a chance to ensure that your registration is
valid and to test your audio.
• For attendance purposes, you will be asked to fill out a Zoom registration page for
each session you attend with your name and email address. After you submit the form,
the webpage will display a link labeled Please click this URL to join. (A copy of the
same information will be emailed to you.) *This link is unique to you and should not be
shared.
• Because Zoom registrations cannot be shared, please be sure to use the same email
address that your agency used for you when buying tickets for the conference.
• The conference is not utilizing the Zoom meeting/webinar ID feature. Instead, please
use the Zoom registration pages linked to each session (above).
Sessions
Feature Session: Calendar 2.0 – Fresh New Look,
Robust New Function!
11:00AM - 11:45AM - Tanya Caraci, Laura Marshall
It’s finally happening – Calendar is getting a makeover! You’ve requested a
more modern AWARDS Calendar with increased functionality. We’ve listened
and have been hard at work redesigning and rebuilding the Calendar to be
more streamlined and easier to use. Join us for a walk-through of our
highly-anticipated, exciting new design!
HMIS 2020: What’s New This Year
12:00PM - 1:00PM - Kelly Pickell
HUD has mandated that all CoC’s start using Coordinated Entry by October 1,
2020. This session will make sure HMIS customers are aware of what they
need to make sure their agencies are meeting the regulations. We will also
discuss the changes to the HMIS Longitudinal System Analysis (LSA) Report,
the upcoming Coordinated Entry APR, and changes to HMIS to help address
the COVID-19 crisis.
Be Inspired: AWARDS Impact Prize Winners
12:00PM - 1:00PM - Laura Marshall
Announcing the winners of the AWARDS Impact Prize at our User’s Conference
has become an anticipated annual ritual in the Foothold community. These are
individuals and teams who have poignant and powerful stories about how they
have leveraged AWARDS to create a measurable and ongoing impact on the
health and well-being of the communities they serve. Come hear our 2020
winners share their strategies, challenges, and successes. Be inspired and
leave with fresh ideas about how you can harness the tools within AWARDS to
have a greater impact on your agency, clients, and community.
Smarter, More Informative 835 Remittance Posting
12:00PM - 1:00PM - Josh Clickman, Karen Sagor
As the electronic billing world continues to evolve, it’s important for your
software to evolve as well. In 2019, Foothold Technology deployed complex
enhancements to how AWARDS reads and treats data returned in 835 files
from payers. Join us and learn how your agency can take advantage of these
new enhancements.
Back to the Future: Best of 2020 and a Peek at
What’s Coming
2:00PM - 3:00PM - Natalie Wright-Umoh, Jack Herzberg
Join Trainers, Natalie Wright-Umoh and Jack Herzberg, for a look into the most
exciting new features we’ve released so far in 2020. We’ll review real-world
examples of how agencies are using these features to their advantage, and
show how to train your staff to use them successfully. We will also give you a
sneak peek into some cool functionality that is coming soon!
Advanced Life Skills: Change Management in
Challenging Environments
2:00PM - 3:00PM - Erin McDonnell with Jessica Adrian, Christiana Booker, Brad
Morgan, Alliance for Positive Health
Implementing a new EHR, managing an ongoing implementation, or trying to
improve your existing implementation all bring their unique set of challenges.
Taking on these tasks within a change resistant environment can make a difficult
situation nearly impossible. This interactive session will look at change
management strategies for difficult environments. We’ll also hear from the
Implementation Team working with Alliance For Positive Health on how they
overcame a change resistant environment and made the best of their AWARDS
implementation!
Made from Scratch: Spicing Up Your Reports with
Advanced Techniques
2:00PM - 3:00PM - Yehuda Charm
Use ReportBuilders to analyze your data? Need to do something more
advanced? We’ll take a look at building reports in AWARDS, using Excel
formulas and functions to combine different reports, and creating charts and
graphs to visually analyze data. Finally, we’ll take a peek at how AWARDS
InSights can help automate these processes.
The Road Ahead: A Look at Our Development
Pipeline
3:15PM - 4:15PM - Marlowe Greenberg, Shulamis Turin, Sri Vijayasarathy
Foothold Technology has recently restructured its development teams and
processes and has revamped the way we prioritize our product development.
Join us for engaging discussions around our new processes and teams as well
as an overview of what’s coming down the pipeline for AWARDS with our new
Product Team leadership and VP of Engineering.
COVID-19: Where Do We Go From Here?
3:15PM - 4:15PM - David Bucciferro
COVID-19 changed our lives in many ways and created challenges we never
could have anticipated; yet were expertly handled by the ingenuity of the
Behavioral Health, IDD and Homeless Provider communities. Senior Advisor,
David Bucciferro, will review some of the changes to regulations in addition to
the changes that were a part of the CARES Act of 2020 and the 21st Century
Cures Act. Join this conversation among your colleagues to share your
experiences and best practices to make this a true learning community for all.
Finding the CURES: Behavioral Healthcare IT in
2020 and Beyond
3:15PM - 4:15PM - Alex Attinson
AWARDS is a Federally Certified EHR with a number of interoperability
connections and integrated apps. Find out what Foothold is doing to certify for
the 21st Century Cures Act, engage with value-based payers and more as we
take a look at the different ways AWARDS focuses on consumer care while
ensuring your agency’s success. Specific highlights include E-Prescribing,
EVV, Interoperability, FHIR, E-Mar and more.
Jessica has worked in the social services field for over a
decade in direct service capacities as well as in upper
management. After starting out working with people with
developmental disabilities, Jessica spent six years at a
Brooklyn-based Health Homes program where she eventually
transitioned to quality assurance. Despite this change,
Jessica’s time working directly with clients and staff has given
her a unique perspective on both program and funding
needs. She brings that perspective to the AFPH AWARDS
implementation team and has used her experience in the
field to help build a platform that best suits the needs of
individual programs as well as the agency as a whole. Jessica
graduated from the University at Albany with a B.A. in
Sociology.
GUEST PRESENTERS
Jessica Adrian
Quality Assurance Coordinator
Alliance for Positive Health
Christiana Booker
Implementation Team
Alliance for Positive Health
Christiana has worked in public services for over a decade.
After joining the Alliance for Positive health in 2017 as a
receptionist she was promoted to the new Data Entry
Specialist position.Working with the agency and the clients in
a different capacity was not a difficult transition for Christiana
as she has an extensive background in customer service and
working with the public. Christiana worked for a local bank
out of Holyoke, MA for 4 1/2 years before relocating back to
her home town of Albany, NY. to grow her family. Christiana
continues to bring her passion and knowledge for the
community to pursue her success with expanding the future
of Alliance for Positive Health.
GUEST PRESENTERS
Brad Morgan
Implementation Team
Alliance for Positive Health
Brad is a graduate from University of Phoenix with a B.S. in
Business Management and has recently earned his
certification in Business Analytics from Springboard. The
self-proclaimed “Data Nerd” has an extensive history of
working with all levels of data, ranging from Data Entry Clerk,
to Data Services Manager, to Quality Assurance Specialist.
Brad is currently working at Alliance for Positive Health as a
Data Entry Specialist, where he is also a member of the
AWARDS Implementation Team.
GUEST PRESENTERS
Courtney Beaupre
Chief Quality and Compliance Office
Gateway Hudson Valley
Courtney has been working in the Human Services field for over
14 years providing education, counseling and support to
individuals living with mental health diagnoses. Courtney
subsequently moved into a managerial role and served as the
Hudson Valley Regional Director for Care Management at the
Institute for Family Health, a Federally Qualified Health Center
(FQHC).
Courtney began her role as Chief Quality and Compliance
Officer with Gateway Hudson Valley in the summer of 2019. As
the Chief Quality and Compliance Officer, she is responsible for
the monitoring and oversight of the agency’s compliance
activities as well as developing program quality measures to
evaluate program efficacy. Courtney is a Licensed Mental Health
Counselor and holds a Master’s in Public Administration through
Marist College.
GUEST PRESENTERS
Sarah Kristin
Director of Mental Health Services
Hudson Guild
Sarah ensures the longevity of mental health programs for
NYC communities by balancing money and mission. She
combines a Masters from New York University with dynamic
social service experience to lower barriers and increase
impact of treatment. Her approach to healthcare centers
around elevating standards, developing new efficiencies, and
leading through data-driven innovation. When not working to
improve the mental health of others, you can find Sarah
vetting the best yoga teachers and hiking trails that the city
has to offer.
GUEST PRESENTERS
Kate Elias
Director of Data & Evaluation
Southwest Youth and Family Services
Kate has been with the Southwest Youth & Family Services for
almost 10 years serving southwest Seattle and King County,
Washington and working in community-based youth and
family programs before her more recent foray into the data
world. Her background is in youth development and
education. If you had told her 10 years ago that she would be
in this role, she would not have believed you at all. She
grapples with our white-dominant-cultural obsession with
numerical data as proof of value and wants to learn more
about how to bring a different lens to the agency’s work. It’s a
journey! She lives in sunny Seattle with her husband,
2-year-old son, and dog.
GUEST PRESENTERS
UC2020 Digital Program

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UC2020 Digital Program

  • 1. AWARDS U Welcome to User’s Conference 2020
  • 2. Welcome to AWARDS U 2020 As CEO of Foothold Technology, I am thrilled to welcome you to our 13th annual User's Conference. We started our User's Conference to celebrate, teach, and have fun with our customers. This year's conference looks very different from the first 12, but our goals for today are exactly the same. While we will greatly miss seeing you all in person, we have a great day of content in store for you. We hope that this conference provides you with a well-deserved reprieve from your standard schedules, and we hope that you can bring back useful information about AWARDS to your agency. We also hope that you will share your feedback with us, since we have never conducted a conference in this format before. We genuinely want to know what worked and what did not. Thank you for all that you do - especially now. We are so proud to be your partner, and we are excited to spend the day with you! Sincerely, Tyler Hoffman,CEO
  • 4. Virtual Conference Tips & Tricks • For your best experience at AWARDS U, we highly recommend you install the latest version of the Zoom Client for Meetings app and join from a desktop or laptop computer. You are not required to sign up for a Zoom account in order to use the app. • We also highly recommend that you join the Zoom sessions about five minutes before the scheduled start time. This will give you a chance to ensure that your registration is valid and to test your audio. • For attendance purposes, you will be asked to fill out a Zoom registration page for each session you attend with your name and email address. After you submit the form, the webpage will display a link labeled Please click this URL to join. (A copy of the same information will be emailed to you.) *This link is unique to you and should not be shared. • Because Zoom registrations cannot be shared, please be sure to use the same email address that your agency used for you when buying tickets for the conference. • The conference is not utilizing the Zoom meeting/webinar ID feature. Instead, please use the Zoom registration pages linked to each session (above).
  • 6. Feature Session: Calendar 2.0 – Fresh New Look, Robust New Function! 11:00AM - 11:45AM - Tanya Caraci, Laura Marshall It’s finally happening – Calendar is getting a makeover! You’ve requested a more modern AWARDS Calendar with increased functionality. We’ve listened and have been hard at work redesigning and rebuilding the Calendar to be more streamlined and easier to use. Join us for a walk-through of our highly-anticipated, exciting new design!
  • 7. HMIS 2020: What’s New This Year 12:00PM - 1:00PM - Kelly Pickell HUD has mandated that all CoC’s start using Coordinated Entry by October 1, 2020. This session will make sure HMIS customers are aware of what they need to make sure their agencies are meeting the regulations. We will also discuss the changes to the HMIS Longitudinal System Analysis (LSA) Report, the upcoming Coordinated Entry APR, and changes to HMIS to help address the COVID-19 crisis.
  • 8. Be Inspired: AWARDS Impact Prize Winners 12:00PM - 1:00PM - Laura Marshall Announcing the winners of the AWARDS Impact Prize at our User’s Conference has become an anticipated annual ritual in the Foothold community. These are individuals and teams who have poignant and powerful stories about how they have leveraged AWARDS to create a measurable and ongoing impact on the health and well-being of the communities they serve. Come hear our 2020 winners share their strategies, challenges, and successes. Be inspired and leave with fresh ideas about how you can harness the tools within AWARDS to have a greater impact on your agency, clients, and community.
  • 9. Smarter, More Informative 835 Remittance Posting 12:00PM - 1:00PM - Josh Clickman, Karen Sagor As the electronic billing world continues to evolve, it’s important for your software to evolve as well. In 2019, Foothold Technology deployed complex enhancements to how AWARDS reads and treats data returned in 835 files from payers. Join us and learn how your agency can take advantage of these new enhancements.
  • 10. Back to the Future: Best of 2020 and a Peek at What’s Coming 2:00PM - 3:00PM - Natalie Wright-Umoh, Jack Herzberg Join Trainers, Natalie Wright-Umoh and Jack Herzberg, for a look into the most exciting new features we’ve released so far in 2020. We’ll review real-world examples of how agencies are using these features to their advantage, and show how to train your staff to use them successfully. We will also give you a sneak peek into some cool functionality that is coming soon!
  • 11. Advanced Life Skills: Change Management in Challenging Environments 2:00PM - 3:00PM - Erin McDonnell with Jessica Adrian, Christiana Booker, Brad Morgan, Alliance for Positive Health Implementing a new EHR, managing an ongoing implementation, or trying to improve your existing implementation all bring their unique set of challenges. Taking on these tasks within a change resistant environment can make a difficult situation nearly impossible. This interactive session will look at change management strategies for difficult environments. We’ll also hear from the Implementation Team working with Alliance For Positive Health on how they overcame a change resistant environment and made the best of their AWARDS implementation!
  • 12. Made from Scratch: Spicing Up Your Reports with Advanced Techniques 2:00PM - 3:00PM - Yehuda Charm Use ReportBuilders to analyze your data? Need to do something more advanced? We’ll take a look at building reports in AWARDS, using Excel formulas and functions to combine different reports, and creating charts and graphs to visually analyze data. Finally, we’ll take a peek at how AWARDS InSights can help automate these processes.
  • 13. The Road Ahead: A Look at Our Development Pipeline 3:15PM - 4:15PM - Marlowe Greenberg, Shulamis Turin, Sri Vijayasarathy Foothold Technology has recently restructured its development teams and processes and has revamped the way we prioritize our product development. Join us for engaging discussions around our new processes and teams as well as an overview of what’s coming down the pipeline for AWARDS with our new Product Team leadership and VP of Engineering.
  • 14. COVID-19: Where Do We Go From Here? 3:15PM - 4:15PM - David Bucciferro COVID-19 changed our lives in many ways and created challenges we never could have anticipated; yet were expertly handled by the ingenuity of the Behavioral Health, IDD and Homeless Provider communities. Senior Advisor, David Bucciferro, will review some of the changes to regulations in addition to the changes that were a part of the CARES Act of 2020 and the 21st Century Cures Act. Join this conversation among your colleagues to share your experiences and best practices to make this a true learning community for all.
  • 15. Finding the CURES: Behavioral Healthcare IT in 2020 and Beyond 3:15PM - 4:15PM - Alex Attinson AWARDS is a Federally Certified EHR with a number of interoperability connections and integrated apps. Find out what Foothold is doing to certify for the 21st Century Cures Act, engage with value-based payers and more as we take a look at the different ways AWARDS focuses on consumer care while ensuring your agency’s success. Specific highlights include E-Prescribing, EVV, Interoperability, FHIR, E-Mar and more.
  • 16. Jessica has worked in the social services field for over a decade in direct service capacities as well as in upper management. After starting out working with people with developmental disabilities, Jessica spent six years at a Brooklyn-based Health Homes program where she eventually transitioned to quality assurance. Despite this change, Jessica’s time working directly with clients and staff has given her a unique perspective on both program and funding needs. She brings that perspective to the AFPH AWARDS implementation team and has used her experience in the field to help build a platform that best suits the needs of individual programs as well as the agency as a whole. Jessica graduated from the University at Albany with a B.A. in Sociology. GUEST PRESENTERS Jessica Adrian Quality Assurance Coordinator Alliance for Positive Health
  • 17. Christiana Booker Implementation Team Alliance for Positive Health Christiana has worked in public services for over a decade. After joining the Alliance for Positive health in 2017 as a receptionist she was promoted to the new Data Entry Specialist position.Working with the agency and the clients in a different capacity was not a difficult transition for Christiana as she has an extensive background in customer service and working with the public. Christiana worked for a local bank out of Holyoke, MA for 4 1/2 years before relocating back to her home town of Albany, NY. to grow her family. Christiana continues to bring her passion and knowledge for the community to pursue her success with expanding the future of Alliance for Positive Health. GUEST PRESENTERS
  • 18. Brad Morgan Implementation Team Alliance for Positive Health Brad is a graduate from University of Phoenix with a B.S. in Business Management and has recently earned his certification in Business Analytics from Springboard. The self-proclaimed “Data Nerd” has an extensive history of working with all levels of data, ranging from Data Entry Clerk, to Data Services Manager, to Quality Assurance Specialist. Brad is currently working at Alliance for Positive Health as a Data Entry Specialist, where he is also a member of the AWARDS Implementation Team. GUEST PRESENTERS
  • 19. Courtney Beaupre Chief Quality and Compliance Office Gateway Hudson Valley Courtney has been working in the Human Services field for over 14 years providing education, counseling and support to individuals living with mental health diagnoses. Courtney subsequently moved into a managerial role and served as the Hudson Valley Regional Director for Care Management at the Institute for Family Health, a Federally Qualified Health Center (FQHC). Courtney began her role as Chief Quality and Compliance Officer with Gateway Hudson Valley in the summer of 2019. As the Chief Quality and Compliance Officer, she is responsible for the monitoring and oversight of the agency’s compliance activities as well as developing program quality measures to evaluate program efficacy. Courtney is a Licensed Mental Health Counselor and holds a Master’s in Public Administration through Marist College. GUEST PRESENTERS
  • 20. Sarah Kristin Director of Mental Health Services Hudson Guild Sarah ensures the longevity of mental health programs for NYC communities by balancing money and mission. She combines a Masters from New York University with dynamic social service experience to lower barriers and increase impact of treatment. Her approach to healthcare centers around elevating standards, developing new efficiencies, and leading through data-driven innovation. When not working to improve the mental health of others, you can find Sarah vetting the best yoga teachers and hiking trails that the city has to offer. GUEST PRESENTERS
  • 21. Kate Elias Director of Data & Evaluation Southwest Youth and Family Services Kate has been with the Southwest Youth & Family Services for almost 10 years serving southwest Seattle and King County, Washington and working in community-based youth and family programs before her more recent foray into the data world. Her background is in youth development and education. If you had told her 10 years ago that she would be in this role, she would not have believed you at all. She grapples with our white-dominant-cultural obsession with numerical data as proof of value and wants to learn more about how to bring a different lens to the agency’s work. It’s a journey! She lives in sunny Seattle with her husband, 2-year-old son, and dog. GUEST PRESENTERS