This document summarizes an online webinar about upcoming upgrades to NextGen and KBM software. It discusses moving to versions 5.8 of NextGen and 8.3 of KBM to comply with ICD-10, Meaningful Use stage 2, and other regulations. The webinar provides guidance on change considerations, best practices for the upgrades, and project planning to ensure a smooth transition. Attendees are also polled about their upgrade plans and customization preservation.

1. Upgrades
Wednesday,
December
11,
2013
Disclaimer:
Nothing
that
we
are
sharing
is
intended
as
legally
binding
or
prescrip7ve
advice.
This
presenta7on
is
a
synthesis
of
publically
available
informa7on
and
best
prac7ces.

2.
Agenda
• Introduc.ons
• Upgrades
– NextGen
5.8
– KBM
8.3
• What’s
next?
• Q&A

3.
Survey
• What
is
the
one
thing
you
want
to
take
away
from
this
webinar?

4.
Why
it
makes
sense
to
upgrade
• ONC-­‐2014
Edi.on
Cer.fied
• ICD-­‐10/SNOMED
and
Meaningful
Use
Stage
2
(MU
2)
ready
• Prerequisite
for
KBM
8.3
upgrade

5.
How
do
you
stack
up?
5.7
Easy
upgrade
–
sit
pre^y

5.6
to
later
version
is
easier
–
sit
pre^y

5.5
to
later
version
is
a
HUGE
upgrade
–
RUN


6.
Some
of
the
biggest
changes
• PIN
is
gone!
• Performance,
especially
around
database
table
indexing
• New
diagnosis
module
• Changes
in
the
Medica.on
Module
• New
features
in
template
editor
• Improved
Medica.on
Reconcilia.on
• Advanced
Audit
is
required

7.
What
should/shouldn’t
be
turned
on
• Hold
off
on
ICD10
mapping
• Turn
on
HCC
indicator
in
problem/diagnosis
module
• Leave
off
all
the
extra
pa.ent
educa.on
choices
for
ini.al
roll
out
– Stay
with
Healthwise
and
then
add
external
sources
later.
• Discuss
Prescribing
Delegates
at
length
– Recommend
leaving
off,
unless
workflow
requires
the
feature
• Leave
off
pa.ent
informa.on
bar
un.l
8.3
• Review
BBP
enhancements

8.
Poll
• Do
you
plan
to
do
your
upgrade
in-­‐house?
– Yes
– No

9.
KBM
8.3
Upgrade
• NextGen
users
on
KBM
version
8.1
or
earlier
or
non-­‐KBM
version
must
upgrade
• ICD-­‐10
and
Meaningful
Use
(MU)
Stage
1
and
Stage
2-­‐compliant
• Time,
cost,
and
effort
for
upgrade
predicated
on
current
KBM
version
• Scope
of
conversion
based
on
level
of
customiza.on,
data
mapping,
and
workflow
changes

10.
Where
are
you
in
the
KBM
zone?
Outright
scary
Pre-­‐KBM
Custom
Repent
earthly
sins
Migrate
to
North
Korea
Pre<y
bad
Doable
Op?mal
7.6
7.7
7.8
7.9
8.0
8.1
Drop
other
HIT
projects
Determine
upgrade
plan
Get
8.3
BTU
Test
8.3
BTU
Get
8.3
BTU
Test
8.3
BTU

11.
Some
of
the
biggest
changes
ICD-­‐10
and
MU2
compliant
Founda.on
Template
Set
Choice
of
plan
details
Family
history
Health
promo.on
Real-­‐.me
Clinical
Quality
Measure
(CQM)
check
• Immuniza.on
module
•
•
•
•
•
•

12.
Poll
–
Will
You
Be
Preserving
Your
Customiza.ons?
• Yes
• No
• No
Customiza.ons

13.
Do
you
have
the
right
hardware?
•
•
•
•
•
•
Windows
Opera.ng
System
Windows
worksta.ons
Server
size
Development
environment
SQL
Server
Separate
SQL
server
for
reports,
HQM,
and
Advanced
Audit

14.
Op.mal
Project
Plan
• Developing
a
plan
for
2014
is
impera.ve

15.
A
step
in
the
right
direc.on
Iden.fy
core
team
Create
project
plan
and
assign
tasks
Workflow
and
gap
analyses
Training
and
tes.ng
Apply
upgrade
and
go
live

16.
Project
considera.ons
Resources
Risk
Management
Goals,
Milestones,
and
Timelines
Tasks
Budget

17.
Project
considera.ons
-­‐
con7nued
Impact
analysis
Integra.on
Communica.on

18.
What’s
Next?
December
18,
2013
–
ICD-­‐10
January
8,
2014
–
Meaningful
Use
1
January
15,
2014
–
Meaningful
Use
2
January
22,
2014
–
Pa.ent-­‐
Centered
Medical
Home
(PCMH)
January
29,
2014
–
Accountable
Care
Organiza.ons
(ACOs)

19.
Q&A
dan.holleran@quirkhealthcare.com
tamina.vahidy@quirkhealthcare.com