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Modernizing Medicine’s First Annual Users Conference Pre-Conference Workshops: November 6-7, 2014 Conference Dates: November 7-9, 2014 Orlando, Florida Learn Innovate Network Official Program Guide Special Thanks to Our Platinum Sponsors

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Page 1: Learn Innovate Network - Microsoft · Learn • Innovate • Network ... CareCloud is a leading provider of web-based software and . services for the healthcare industry. The company

Modernizing Medicine’s First Annual Users Conference

Pre-Conference Workshops: November 6-7, 2014Conference Dates: November 7-9, 2014

Orlando, Florida

Learn• Innovate• Network•

Official Program Guide

• Specia l Thanks to Our Plat inum Sponsors •

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Learn More. Imagine More. Do More.

Together.

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Dear EMA Nation 2014 Attendee,

We’re so glad you are here with us in Orlando for what promises to be an engaging and memorable conference for our EMA™ users and guests. We’ve packed our short time together with presentations from product experts, thought leaders and customers like you. Panel discussions and smaller group dialogues will give you a chance to interact directly with presenters and your colleagues while sharing best practices. You also will have the opportunity to network and meet amazing people from all over the country during Friday night’s welcome reception and the entertaining client appreciation party on Saturday night.

Hundreds of EMA users have chosen to converge at this first ever customer summit to learn together. We believe the investment of your time will pay off in greater proficiency in using EMA and the development of future product enhancements, benefiting you back in your practices.

This conference is about helping you to get the most out of EMA. We have designed EMA Nation to have something for everyone. There are special compliance sessions on Meaningful Use, PQRS and ICD-10 that all customers will want to attend. Additionally, you won’t want to miss seeing PocketEMA or a demo of schEMA, our powered by IBM Watson app that will help enhance evidence-based medicine at the point of care. While here, also take advantage of our EMA Central Live support center and meet face to face with our support team.

We are thrilled over the number of professionals who are joining us at our inaugural users conference. We also extend special thanks to our guest presenters and to our sponsors for helping to make this event possible.

We look forward to meeting you and sharing our inspiration in the days ahead through the sessions and special events we have planned for you. Sincerely,

Dan Cane Michael Sherling, MD, MBA Chief Executive Officer Chief Medical Officer

Welcome toEMA Nation 2014!

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Table of Contents

General InformationFloor Plans ............................................................... 5Hotel & Travel ........................................................... 6Conference Overview ............................................... 7Exhibitor Directory .................................................... 8

Program SchedulePre-conference WorkshopsEMA Dermatology™ ................................................ 10EMA Ophthalmology™ ............................................. 12EMA Orthopedics™ ................................................. 14EMA Plastic Surgery™ ............................................. 15EMA™ New Specialties ........................................... 16

Conference SessionsKeynote Presentation ............................................. 18Day 1 - Saturday, November 8 ................................ 20Day 2 - Sunday, November 9 .................................. 22

Presenters ...................................................... 24

Sponsors ......................................................... 33

Acknowledgements .................................. 34

EMA Nation Conference AppThe app will give you useful conference information, a master agenda with session descriptions, the ability to create your custom agenda, access to speaker bios and photos, a map of the conference center and a live photo gallery of the event.

To download the app onto your iPhone or iPad, go to the Apple Store and search for the EMA Nation app (requires iOS7 or later).

CopyrightNo videotaping, audiotaping or other recording is permitted in the workshops or sessions. All materials and information presented are intended solely for the benefits of the attendees of EMA Nation 2014. Any sound reproduction, transcript, or other use of materials presented at the conference without the permission of the speaker and Modernizing Medicine is prohibited.

Resources

Got Questions?Please stop by our InfoHub located at the Bonnet Creek Conference Center Foyer or contact the EMA Nation Team at 561.440.EMA1 (Tuesday, Nov. 4 - Sunday, Nov. 9) and we will assist you.

Follow us: #EMANation14

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Conference Center Floor Plans

Floor Plans

- Ground Level -

- Lobby Level -

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Hotel & Travel

Travel InformationAirport:Orlando International Airport1 Jeff Fuqua Blvd, Orlando, FL, 32827, USA407.825.2001

Ground Transportation:Ground transportation including taxis, rental cars and shuttles is available at the Orlando International Airport. The average taxi fare is $50. Some taxis will not accept credit card payments. Customers should notify the attendant if they plan to use a credit card for payment. The maximum number of passengers allowed in any taxi is six. Plan for a 20-minute taxi ride to the Hilton Orlando Bonnet Creek.

Hotel AccommodationsHilton Orlando Bonnet Creek14100 Bonnet Creek Resort Lane Orlando, Florida, 32821407.597.3600

Parking is not included. Self-parking is $10.00 per 24-hour period and valet is $24.00.

Resort Fee:There is an optional $22.00, plus tax, per night resort fee which includes: • Unlimited Access to in room, local and 1-800 calls • Kids eat free in Harvest Restaurant for breakfast and dinner • Access to the Waldorf Golf Club practice facility (driving range, putting range) and complimentary equipment rentals • 20% off the Waldorf Astoria Golf Pro Shop • 10% off spa services at the Waldorf Astoria Spa

www.ellkay.com I 201.791.0606

Proud Sponsor of EMA Nation 2014

• Gold Level •

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Things To DoIf guests are accompanying you to the conference, the Hilton Orlando Bonnet Creek offers a convenient location near a variety of things to do in Orlando. The hotel is located 2.5 miles from the Downtown Disney® Area, 2 miles from Epcot®, 6 miles from Magic Kingdom® Park, 18 miles from Orlando International Airport and 10 miles from Orange County Convention Center.

Nearby Theme Parks & Water Parks: • Magic Kingdom® Park • Disney’s Animal Kingdom® Theme Park • Epcot®

• Disney Hollywood Studios™

• Disney’s Blizzard Beach® Water Park • Disney’s Typhoon Lagoon® Water Park • Universal Orlando® Resort • SeaWorld® Orlando

Day Trips: • Kennedy Space Center • Daytona Beach and Cocoa Beach • Port Canaveral

Complimentary Transportation to Walt Disney World® Theme Parks:The Hilton Orlando Bonnet Creek offers a complimentary shuttle service to Epcot®, Magic Kingdom® Park, Disney’s Hollywood Studios™, Disney’s Animal Kingdom® Theme Park and the Downtown Disney® Area.

The complimentary shuttle picks you up at the hotel and takes you directly to Walt Disney World® Theme Parks and back. Shuttles are scheduled seasonally and run approximately every half hour. You can visit the front desk for the current schedule or call the hotel at 407.597.3600.

Transportation to Other Orlando Attractions:Transportation to and from SeaWorld Orlando and Universal Studios® is available and can be arranged through the hotel concierge (fees apply).

Conference Overview

Conference Agenda At-a-GlanceThursday, November 6 Pre-conference Workshops:7:00 a.m. - 4:00 p.m.Breakfast and lunch will be provided

Friday, November 7Pre-conference Workshops: 7:00 a.m. - 4:00 p.m.Breakfast and lunch will be provided

Welcome Reception:5:30 p.m. I The Island

Saturday, November 8Main Conference: 7:00 a.m. Breakfast

8:00 a.m. Opening KeynoteZDoggMD I Bonnet Creek VII-XIISponsored by Kareo

9:30 a.m. – 5:00 p.m. Regular SessionsLunch will be provided

Client Appreciation Party:7:00 p.m. I Central ParkSponsored by ADP AdvancedMD

Sunday, November 9Main Conference: 7:00 a.m. Breakfast8:00 a.m. General Session/Keynote9:50 a.m. – 12:00 p.m. Regular Sessions

EMA Central Live SupportBonnet Creek West FoyerFriday, November 712:00 - 4:00 p.m.

Saturday, November 89:30 a.m. - 5:00 p.m.

Sunday, November 98:00 - 11:30 a.m.

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Exhibitor Directory

3Gen/DermLite - Booth 133Gen has partnered with Modernizing Medicine to enable integration of the DermLite devices with the EMA Dermatology™

EHR solution. When used with a DermLite Connection Kit (available for iPhone 4/4S, 5, iPad or iPad mini), Pocket EMA – available from the Apple App Store – turns your iPhone or iPad into a fully integrated dermoscopy device. That way, images captured with 3Gen’s DL1, DL2 or DL3 dermatoscopes transfer directly into EMA Dermatology.

ADP AdvancedMD - Booth 6AdvancedMD offers cloud practice management, scheduling and billing services. The company is a pioneer of Big Data reporting and business intelligence. AdvancedMD is uniquely integrated with most EMA™ products so superbill and charges transfer smoothly. This results in more accurate data flow and lets you improve revenue collections with reduced effort. Features for success include the largest payer rules database, a clearinghouse that is connected to 1,600 carriers, electronic claims submission, eligibility verification and A/R control.

Advanced Data Systems Corporation - Booth 10The financial, business and operational needs of your dermatology practice are critically important. That’s why you should consider MedicsPremier for Dermatology from ADS. MedicsPremier and its interconnectivity with Modernizing Medicine’s EMA Dermatology™ results in a truly best-of-breed solution for practices of any size.

American Pathology Partners, Inc. - Booth 18American Pathology Partners (APP or AP2) is a premier provider of specialized laboratory testing services serving physician offices, surgery centers, hospitals and their patients. We currently operate out of three laboratories, UniPath in Colorado, Palm Beach Pathology in Florida, and Eastern Carolina Pathology in North Carolina. We specialize in women’s health testing, dermatopathology, gastrointestinal pathology, urologic pathology,

hematopathology, and molecular testing. We provide subspecialty focused services tailored to the unique needs of our physician, hospital and surgery center clients.

Aurora Diagnostics - Booth 15Aurora Diagnostics is the leading independent specialized laboratory company focused on anatomic pathology at 22 locations in the United States. Employing over 110 licensed physicians, Aurora Diagnostics provides high-quality diagnostics and testing information for the patients of its primary referral sources – dermatologists, OB/GYN professionals, gastroenterologists, urologists, general surgeons, oncologists, and for approximately 54 community hospitals.

BBVA Compass - Booth 14BBVA Compass operates 687 branches across Texas, Alabama, Arizona, California, Florida, Colorado and New Mexico. We rank among the top 25 largest U.S. commercial banks with top 5 or higher market share in Alabama (2nd), Texas (4th) and Arizona (5th). Recognized as one of the leading small business lenders by the Small Business Administration and recently awarded the 2013 Celent “Model Bank Award” for its new core banking platform. BBVA Compass is a wholly owned subsidiary of BBVA (NYSE: BBVA), a global financial services group founded in 1857 with strong positions in Spain (#2), Mexico (#1) and South America.

CareCloud - Booth 11CareCloud is a leading provider of web-based software and services for the healthcare industry. The company leverages advanced cloud-computing technology to provide physicians with an intuitive, user-friendly digital ecosystem for practice management, revenue cycle management and provider-patient communication. CareCloud’s solutions are reducing inefficiencies and improving collections for physicians in 48 U.S. states.

Clinix - Booth 1Clinix is a Nashville, TN-based medical software development

Bonnet Creek Ballroom - Lobby Level

Exhibitor Area

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Exhibitor Directory

company that processes more than $2 billion in healthcare provider charges annually. It is one of the nation’s leading providers of customizable, secure cloud-based practice management software for physician practices and the medical billing industry.

Dermpath Diagnostics - Booth 3Dermpath Diagnostics is exclusively focused on providing exceptional dermatopathology services. Our commitment to dermatopathology is backed by an unrivaled team of over 75 board-certified dermatopathologists, advanced diagnostic technologies and a proficient support team dedicated to serve you, your staff and patients. Our mission is to provide accurate, clear and prompt diagnoses. Through the development of strong consultative relationships with each of our referring clinicians, together we will provide the best possible care for every patient.

ELLKAY, LLC - Booth 5ELLKAY is a nationwide leader in connectivity solutions with a mission to provide preeminent connectivity solutions and services to the healthcare industry. ELLKAY offers solutions and services to diagnostics laboratories; to laboratory outreach system vendors; and to vendors of Practice Management Systems (PMS), Electronic Medical Record (EMR) systems and to their medical practice clients throughout the United States.

EMA Cares - Booth 8Modernizing Medicine’s client services program, EMA CARES, is a suite of services designed to provide clients with additional support for attestation, reporting and educational needs.

Lifepoint - Booth 16Lifepoint Informatics is a leader in health IT focusing on laborato-ry outreach connectivity, health information exchange and clinical data interoperability. Since 1999, Lifepoint has enabled over 250 hospitals, clinical labs and anatomic pathology groups to grow their market share and extend their outreach programs through the deployment of its ONC-ATCB certified Web Provider Portal and its comprehensive portfolio of ready-to-go EHR interfaces.

Kareo - Booth 9At Kareo, we deliver cloud¬based software and services that help physicians like you build successful practices while staying ahead of the rapidly changing healthcare environment. Our mission is to ease the burden of running a medical practice, so that you can focus your efforts on what matters most, outstanding patient care. Kareo’s Practice Management and Managed Billing products ensure physicians get paid faster while running their practices smarter. Kareo proudly serves physicians in all 50 states, including thousands in EMA™ specialties. Talk to a Kareo team member today to see why over 25,000 physicians chose Kareo. Miraca Life Sciences - Booth 4Miraca Life Sciences provides the highest quality dermatopathology services, technology solutions and consulting

services. We bring a new level of patient care and practice efficiency to dermatologists, while advancing the science of dermatology. We believe every patient deserves the right answer,and we collaborate to make patients and practices better.

MSOC Health - Booth 12MSOC Health provides comprehensive consulting services that enable physicians and hospitals to improve business practices and maximize revenues. We started as a medical billing company, but today we’re much more. We offer expertise in revenue cycle management, strategic and operational planning, quality and regulatory initiatives, coding and compliance, and payor contract negotiations. MSOC can help your practice navigate the complex healthcare landscape, develop growth strategies and make sound decisions for the future.

schEMA Powered by IBM Watson - Booth 7With schEMA™, a powered by IBM Watson app, physicians will be able to have near-instantaneous answers to medical questions about conditions, treatments and outcomes. schEMA is designed to strengthen physicians’ recommendations and enhance evidence-based medicine at the point of care.

thumbprint - Booth 2thumbprint specializes in the print and marketing needs of medical offices, hospitals, and labs. In partnership with Modernizing Medicine, thumbprint designs and produces path req labels seamlessly integrated with EMA to save time and eliminate errors for EMA users. Celebrating 20 years in business, thumbprint uses customizable web-based technology with full-service printing, fulfillment, storage and reporting capabilities to simplify print and marketing logistics for companies with many locations, employees, clients, vendors or stores.

UCSF Dermatology and Oral Pathology Service - Booth 17UCSF Dermatopathology and Oral Pathology Service provides nationwide dermatopathology and oral pathology diagnostics. We offer a full range of services including original tissue diagnoses, second opinion consultations, molecular testing, immunofluorescence testing as well as oral, head and neck pathology. We strive to maintain a 24-hour turn around for wet tissue and immunofluorescence testing. Our findings in the microscopic and molecular aspects of skin and mucosal diseases may be reported via EMA interface, fax, mail or web portal. Lastly, our pathologists are available to discuss their findings with referring clinicians.

Exhibit Hours:

Friday, November 7 11:45 a.m. – 4:30 p.m.

Saturday, November 8 7:30 a.m. – 5:30 p.m.

Sunday, November 9 7:30 a.m. – 12:00 p.m.

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Thursday • November 6, 2014Room: Bonnet Creek I & II

8:00 - 9:30 a.m. Introduction and iPad Navigation • Users Create a Patient for the Sandbox• Patient Chart • Profile Picture• Clipboard Intake• Chief Complaint/Secondary Complaint/Follow Up Complaints• Hands-on Practice

9:30 - 9:45 a.m. Break

9:45 - 11:00 a.m. Virtual Exam Room • Perform Exam• Impressions and Plans• Note Outputs• VisualDx• eRx, EMA Grand Rounds™

• Hands-on Practice

11:00 a.m. - 12:00 p.m. Cool Features• EMA Outcomes™

• Previous Findings• Pictures• EMA Photos• Drawing Board and Drawing Glass • Hands-on Practice

12:00 - 1:00 p.m. Lunch

1:00 - 2:30 p.m. Group Practice/Role Playing

2:30 - 2:45 p.m. Break

2:45 - 3:30 p.m. Customization• Examples in VE Room

3:30 p.m. - 4:00 p.m. Q&A

Pre-conference Workshops EMA Dermatology™

Featured Sessions

Saturday • November 8, 2014

• PQRS & Evidence-Based Medicine: Using schEMA powered by IBM Watson 1:00 p.m. I Bonnet Creek VII-XII

• Dermatology Billing: Ask Inga 3:10 p.m. I Bonnet Creek VII-XII

Sunday • November 9, 2014

• It’s All About MU - Stage 1 9:50 a.m. I Bonnet Creek VII-XII

• It’s All About MU - Stage 2 10:50 a.m. I Bonnet Creek VII-XII

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Friday • November 7, 2014Room: Bonnet Creek I & II

8:00 - 9:30 a.m. Introduction and Web Navigation • Patient Chart• Manage Visit Settings• Clipboard Intake• New Note• Chief Complaint/Secondary Complaint• Hands-on Practice

9:30 - 9:45 a.m. Break

9:45 - 11:00 a.m. Virtual Exam Room • Perform Exam Tab• Skin Check Examples and Biopsies• VisualDx• Resuming Dx and Plans• Additional Visit Notes• Action Bar (View Visit Note, Encounter Form, Lab/Path Reqs, Education Form)• Hands-on Practice

Pre-conference WorkshopsEMA Dermatology™

11:00 a.m. - 12:00 p.m. Important Tabs - Part 1• Home • Patient• eRx• Intramail

12:00 - 1:00 p.m. Lunch

1:00 - 2:30 p.m. Important Tabs - Part 2• Path Log • Cancer Log/Nevi Interval History• Hands-on Practice

2:30 - 2:45 p.m. Break

2:45 - 3:30 p.m. Billing

3:3.0 - 4:00 p.m. Q&A

Please note that these times are subject to change.

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Pre-conference Workshops EMA Ophthalmology™

Featured Sessions

Saturday • November 8, 2014

• Ophthalmology Billing: Ask Patricia Kennedy 2:00 p.m. I Bonnet Creek III

Sunday • November 9, 2014

• Image Management: Best Practices with EMA Ophthalmology and Axis by Sonomed Escalon 10:50 a.m. I Bonnet Creek III

Thursday • November 6, 2014Room: Bonnet Creek III

8:00 - 8:10 a.m. Staff and Client’s Introduction

8:15 - 10:00 a.m. Role of the Tech and Web Integration• Patient Chart • Clipboard Intake • Edit Patient Data • Manage Visit Settings • Chief Complaint • Review of Systems • Pretesting 10:00 - 10:10 a.m. Break

10:10 - 11:10 a.m. Virtual Exam Room • Exams• Impressions and Plans• Resuming• Drawing Tools• Customization

11:10 - 11:20 a.m. Break

11:20 a.m. - 12:00 p.m.Glasses and Contacts

12:00 - 1:00 p.m. Lunch

1:00 - 2:30 p.m. Billing• E/M Billing • Eye Code Billing • Billing Overrides • S- Codes • Bundling

2:30 - 2:40 p.m. Break

2:40 - 4:00 p.m. All Tabs• Home • Patient • eRx • Mail • Document Management • Reminders • Patient Portal

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Pre-conference WorkshopsEMA Ophthalmology™

Please note that these times are subject to change.

Friday • November 7, 2014Room: Bonnet Creek III

8:00 - 10:00 a.m. Role of the Tech and iPad Integration• Patient Chart • Clipboard Intake • Edit Patient Data • Manage Visit Settings • Chief Complaint • Review of Systems • Pretesting 10:00 - 10:10 a.m. Break

10:10 - 11:00 a.m. Virtual Exam Room • Exams• Impressions and Plans• Morphologies• Quick Impression Edit• Customization• Drawing Tools/Drawing Glass

11:00 - 11:10 a.m. Break 11:10 a.m. - 12:00 p.m.Glasses and Contacts

12:00 - 1:00 p.m. Lunch

1:00 - 1:30 p.m. EMA Workflows• Special Plans • Associate Tests • Camera • EMA Photos • Eye Log

1:30 - 2:30 p.m. Previous Findings• Permissible Plans • Historical Exams • Previous Findings • Historical Drawings

2:30 - 2:40 p.m. Break

2:40 - 4:00 p.m. Specialty Specific Documentation• Procedures • Surgical Documentation • Postop Documentation

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EMA Orthopedics™Pre-conference Workshops

Thursday • November 6, 2014Room: De Soto

8:00 - 8:15 a.m. Staff Introductions and Agenda Review

8:15 - 10:00 a.m. Role of the Medical Assistant • Edit Patient Data• Clipboard Intake• Manage Visit Settings• Vitals• Chief Complaint• Review of Systems

10:00 - 10:10 a.m. Break

10:10 - 11:10 a.m. Role of the Provider (Exam Room) • HPI Review/Editing• Exams – Traditional vs. Charting by Exception• Impressions and Plans• Follow Up• Note Review/Outputs

11:10 - 11:20 a.m. Break

11:20 a.m. - 12:00 p.m. Exam Room Workflow Features• Deleting/Resuming Exams• Quick Impression Edit• Finalizing

12:00 - 12:30 p.m. Lunch

12:30 - 2:00 p.m. New Patient Visits• Subacromial Bursitis• Knee Pain (Acute ACL Sprain)• Low Back Pain• Wrist Fracture (Distal Radius Fx)• ePrescribing

2:00 - 2:10 p.m. Break

2:10 - 3:30 p.m. Daily Note Review• Home Screen

Friday • November 7, 2014Room: De Soto

8:00 - 9:00 a.m. Follow-up Visits • Previous Note Review, Attachment Review• ACL Tear• Viscosupplementation• Low Back Pain• Tasks

9:00 - 10:00 a.m. Post-op Visits • Post-op Total Knee• Post-op RCT

10:00 - 10:10 a.m. Break

10:10 - 11:30 a.m. Billing• E/M Billing (New and Established)• Billing Overrides• Separate and Identifiable Documentation

11:30 a.m. - 12:00 p.m. Ancillary Tasks• Progress Notes• Intramail• Refill Requests

12:00 - 12:30 p.m. Lunch

12:30 - 1:50 p.m. Group Practice/Role Playing

1:50 - 2:00 p.m. Break

2:00 - 3:00 p.m. Customization and Go Live Prep• Stickies• Go Live Strategies• Intro to Support and Account Management

Please note that these times are subject to change.

Dr. Audley Mackel Discovers a Powerful, Easy-to-Use Tool in EMA Orthopedics™

Scan this QR code to read the full story

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EMA Plastic Surgery™ Pre-conference Workshops

Thursday • November 6, 2014Room: Vesey

8:00 - 8:15 a.m. Staff Introductions and Agenda Review

8:15 - 10:00 a.m. Role of the Medical Assistant • Edit Patient Data• Clipboard Intake• Manage Visit Settings

10:00 - 10:10 a.m. Break

10:10 - 11:10 a.m. Role of the Provider (Exam Room) • HPI Review/Editing• Exams – Charting Findings on Exam vs. Findings on Morphology• Impressions and Plans• Follow Up• Note Review/Outputs

11:10 - 11:20 a.m. Break

11:20 a.m. - 12:00 p.m. Exam Room Workflow Features• Deleting/Resuming Exams• Quick Impression Edit• Finalizing

12:00 - 12:30 p.m. Lunch

12:30 - 2:00 p.m. New Patient Visits• Breast Augmentation • Abdominoplasty Consultation• Face Lift• Skin Cancer Reconstruction • ePrescribing

2:00 - 2:10 p.m. Break

2:10 - 3:30 p.m. Daily Note Review• Home Screen

Friday • November 7, 2014Room: Vesey

8:00 - 9:00 a.m. Follow-up Visits • Previous Note Review, Attachment Review• Trigger Finger • Carpal Tunnel Syndrome • Open Wounds• Previous Findings

9:00 - 10:00 a.m. Post-op Visits • Post-op Breast Reconstruction• Post-op Hand Repair

10:00 - 10:10 a.m. Break

10:10 - 11:30 a.m. Billing• E/M Billing (New and Established)• Billing Overrides• Separate and Identifiable Documentation

11:30 a.m. - 12:00 p.m. Ancillary Tasks• Progress Notes• Intramail• Refill Requests

12:00 - 12:30 p.m. Lunch

12:30 - 1:50 p.m. Group Practice/Role Playing

1:50 - 2:00 p.m. Break

2:00 - 3:00 p.m. Customization and Go Live Prep

Please note that these times are subject to change.

Featured Session

Saturday • November 8, 2014

Plastic Surgery, Orthopedics & Otolaryngology Billing: Ask Mary LeGrand 3:10 p.m. I Bonnet Creek III

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EMA™ - New SpecialtiesPre-conference Workshops

Thursday • November 6, 2014Room: Bonnet Creek VIII

8:00 - 8:15 a.m. Staff Introductions and Agenda Review

8:15 - 9:00 a.m. Getting Started • Navigating in EMA• Creating Practice Patients• Edit Patient Data• Bridging Patients• Sticky Notes

9:00 - 9:10 a.m. Break

9:10 - 10:10 a.m. Patient Intake and History: iPad• Clipboard• Manage Visit Settings• Vitals• Chief Complaints• ROS• Reviewing and Editing Histories

10:10 - 10:20 a.m. Break

10:20 - 11:00 a.m. Patient Intake and History Hands On Practice

11:00 a.m. - 12:00 p.m. Virtual Exam Room• Selecting an Exam• Impressions• Morphologies/Findings• Plans• Follow Ups• Note Review/Outputs• Sending eRxs

12:00 - 12:30 p.m. Lunch

12:30 - 1:20 p.m. Virtual Exam Room Workflow Features• Deleting and Resuming Exams• Quick Impression Edit• Finalizing 1:20 - 2:20 p.m.Group Practice with Specialty Specific Examples

2:20 - 2:30 p.m. Break

2:30 - 4:00 p.m. Daily Note Review• Home Screen• Q&A

EMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

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EMA™ - New Specialties Pre-conference Workshops

1/4 page ad - Silver Sponsor#1

Friday • November 7, 2014Room: Bonnet Creek VI

8:00 - 8:20 a.m. Customization: Web• Stickies

8:20 - 9:20 a.m. Follow Up Visits and Billing

9:20 - 9:30 a.m. Break

9:30 - 10:30 a.m. Post Op Visits/Additional Visits

10:30 - 11:00 a.m.Path Log: Web

11:00 - 11:10 a.m. Break

11:10 a.m. - 12:10 p.m. Ancillary Tasks• Chart Notes• Intramail• Rx Tab• Results Log

12:10 - 12:40 p.m. Lunch

12:40 - 1:30 p.m. Ancillary Tasks Continued• Uploading Documents• Referral Contacts• Faxing• Reminders

1:30 - 1:40 p.m. Break

1:40 - 3:00 p.m. Go Live Prep and Q&A

Featured Session

Saturday • November 8, 2014

Discuss What’s Ahead and Meet the Doctors Behind EMA Otolaryngology, EMA Rheumatology, EMA Gastroenterology, EMA Urology

10:00 a.m. I Bonnet Creek I

David Lehman, MDMedical Director, EMA Otolaryngology

Elana Oberstein, MD, MPHMedical Director, EMA Rheumatology

Nadeem Dhanani, MD, MPH Medical Director, EMA Urology

Elliot Ellis, MD Team Lead, EMA Gastroenterology and Julie C. Servoss, MD, MPH Medical Director, EMA Gastroenterology

Please note that these times and locations are subject to change.

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Keynote

Keynote PresentationSaturday, November 8, 2014 • 8:00 a.m.

Location: Bonnet Creek VII-XII

• Proudly sponsored by •

Zubin Damania, MD, is an internist and founder of Turntable Health, an innovative healthcare startup that’s part of an ambitious urban revitalization movement spearheaded by Zappos.com CEO Tony Hsieh. During a 10-year hospitalist career at Stanford, Dr. Damania won clinical teaching awards while simultaneously maintaining a shadow career performing stand-up comedy for medical audiences worldwide. His videos, created under the pseudonym ZDoggMD, have gone epidemically viral, educating patients and providers while mercilessly satirizing our dysfunctional healthcare system.

In Las Vegas, Dr. Damania is making the leap from satire to actionable change by implementing an innovative model of healthcare delivery that promotes wellness at both the individual and community levels. Turntable Health, a membership model primary care clinic formed in partnership with Cambridge, Massachusetts, startup Iora Health, is a ground-up effort to get healthcare right…for everyone.

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Like the best medical assistants in the physical world, Modernizing Medicine’s Electronic Medical Assistant® (EMA™) is constantly adapting to and predicting what the physician is likely to do. Now with schEMA™, a powered by IBM Watson app, physicians can have near-instantaneous answers to medical questions about conditions, treatments and outcomes. schEMA is designed to strengthen physicians’ recommendations and enhance evidence-based medicine at the point of care.

Want a closer look? Stop by booth #7 at EMA Nation 2014

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Conference Sessions

Day 1 • Saturday, November 8

Start Time End Time Track 1 Track 2 Track 3

7:00 a.m. 8:00 a.m. BREAKFAST (Pavilion) - Sponsored by Miraca Life Sciences

8:00 a.m. 9:30 a.m. Opening Keynote: Welcome to EMA NationSpeakers: Dan Cane, Michael Sherling, MD, MBA, Rob Pickell and ZDoggMD(Bonnet Creek VII -XII) - Sponsored by Kareo

9:30 a.m. 10:00 a.m. BREAK & VISIT EXHIBITORS

10:00 a.m. 10:50 a.m. What’s Ahead for EMA Dermatology? Speakers: Jordan Miller, MD, Amr Assal, Ph.D., and Susan Mack (Bonnet Creek VII-XII)

What’s Ahead for EMA Orthopedics? Speakers: Jason Weisstein, MD, MPH and Ellen Carpe Introduction: Robert Betz (Palm Beach)

11:00 a.m. 11:50 a.m. Dermatology Advanced Tips & Tricks: Making Your Life Better One Click At A Time. Speakers: Jordan Miller, MD and Susan Mack Introductions/Moderators: Adrienne LeForm and Michele Parry (Bonnet Creek IV-VI)

Smart Ways to Boost Your Effectiveness as a Dermatology Medical Assistant Speakers: Marielena Mendéz and Lindsey Sapp (Bonnet Creek VII-XII)

Ophthalmology Advanced Tips & Tricks: Save 30 Minutes in the Physician Role Speakers: David Goldman, MD and Josh Koontz Introductions/Moderator: Paul Audier (Floridian H&I)

11:50 a.m. 1:00 p.m. LUNCH & VISIT EXHIBITORS

1:00 p.m. 1:50 p.m. PQRS & Evidence-Based Medicine: Using schEMA powered by IBM WatsonSpeakers: Dan Cane and Michael Sherling, MD, MBA (Bonnet Creek VII-XII)

2:00 p.m. 2:50 p.m. Maximize your Dermatology Clinical WorkflowSpeakers: Jordan Miller, MD and Susan Mack (Bonnet Creek IV-VI)

The Implementation Story, Part 1: Practice Administration and Successful Preparation for Implementation. Speakers: Stef Thomas of Krieger Eye Institute and Bill Hyland of Bryn Mawr Skin & Cancer. Moderator: David Gutierrez (Bonnet Creek II)

Ophthalmology Billing: Ask Patricia KennedySpeakers: Patricia Kennedy and Jason RichardsModerator: Josh Koontz (Bonnet Creek III)

2:50 p.m. 3:10 p.m. BREAK - Sponsored by BBVA Compass, MSOC Health and IBM Watson

3:10 p.m. 4:00 p.m. Dermatology Billing: Ask Inga EllzeySpeaker: Inga EllzeyIntroduction: Michael Sherling, MD, MBA (Bonnet Creek VII-XII)

The Implementation Story, Part 2: Clinical Administration, Preparation for Implementation and Continued Success. Speakers: Don Abrams, MD of Krieger Eye Institute and Amy Hutchinson, MD of Emory Eye Center Moderator: David Gutierrez (Bonnet Creek II)

4:10 p.m. 5:00 p.m. Avoid ICD-10-dinitis and Learn the Future of MobileSpeakers: Michael Sherling, MD, MBA and Mihai Fonoage, Ph.D. (Bonnet Creek VII-XII)

5:00 p.m. 5:30 p.m. VISIT EXHIBITORS

Please note that these times and locations are subject to change.

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Conference Sessions

Track 4 Track 5 Track 6 Track 7

BREAKFAST (Pavilion) - Sponsored by Miraca Life Sciences

Opening Keynote: Welcome to EMA NationSpeakers: Dan Cane, Michael Sherling, MD, MBA, Rob Pickell and ZDoggMD

(Bonnet Creek VII-XII) - Sponsored by Kareo

BREAK & VISIT EXHIBITORS

Improve Your Plastic Surgery Workflow: Advanced Tips & Tricks Speakers: Tim Sayed, MD, MBA and Mirelys Quiroga (Nassau)

What’s Ahead for EMA Ophthalmology? Speakers: David Goldman, MD, Paul Gallogly, MD and Steven Rosenfeld, MDIntroductions/Moderators: Jason Richards and Paul Audier (Floridian H&I)

Discuss What’s Ahead and Meet the Doctors Behind EMA Otolaryngology, EMA Urology, EMA Rheumatology Speakers: David Lehman, MD, Elana Oberstein, MD, MPH and Nadeem Dhanani, MD, MPH (Bonnet Creek I)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

What’s Ahead for EMA Plastic Surgery & EMA Cosmetic? Tim Sayed, MD, MBA and Amr Assal, Ph.D. Introductions/Moderator: Mirelys Quiroga (Nassau)

Technology 360 Speaker: Marshall Happ Moderator: Alex Mazza (Bonnet Creek I)

Sponsor Presentation - AdvancedMD Big Data, Small Practice: An Exciting Discussion on the World’s Most Boring TopicSpeaker: Matt BarronIntroduction: Rick Trefzger (Floridian F)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

LUNCH & VISIT EXHIBITORS

PQRS & Evidence-Based Medicine: Using schEMA powered by IBM WatsonSpeakers: Dan Cane and Michael Sherling, MD, MBA

(Bonnet Creek VII-XII)

EMA in the Cloud: Engineering Design and OperationsSpeaker: Patric EdmondsonModerators: Brad Allison and Matt Lang (Bonnet Creek I)

The ABCs of PQRSSpeakers: Jayne Collard, Carrie Fuller and Yesenia Maura (Bonnet Creek VII-XII)

Sponsor Presentation - KareoBuilding on a Powerful EHR Platform: Growing your Practice, Engaging with Patients and Getting PaidSpeakers: Rob Pickell and Scott CramerIntroduction: Shelley Olesen (Floridian F)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

BREAK - Sponsored by BBVA Compass, MSOC Health and IBM Watson

Plastic Surgery, Orthopedics and Otolaryngology Billing: Ask Mary LeGrand Speaker: Mary LeGrand Moderator: Jason Weisstein (Bonnet Creek III)

Maximizing EMA SupportSpeakers: Andrew Shaffer and Daniel KronstatIntroduction/Moderator: Ive Rivera (Bonnet Creek IV-VI)

Sponsor Presentation - CareCloudCareCloud: EMA’s friend for running a productive, profitable practice. Speaker: Juan MolinaIntroduction: Rick Trefzger (Floridian F)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

Avoid ICD-10-dinitis & Learn the Future of MobileSpeakers: Michael Sherling, MD, MBA and Mihai Fonoage, Ph.D.

(Bonnet Creek VII-XII)

VISIT EXHIBITORS

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Conference Sessions

Day 2 • Sunday, November 9

Start Time End Time Track 1 Track 2 Track 3

7:00 a.m. 8:00 a.m. BREAKFAST (Pavilion)

8:00 a.m. 9:30 a.m. Keynote: The Future State of EMR Technology with John LynnThe Doctor Weighs in: ICD-10 and Meaningful Use with Michael Sherling, MD, MBA (Bonnet Creek VII-XII)

9:30 a.m. 9:50 a.m. BREAK - Sponsored by BBVA Compass, MSOC Health and IBM Watson

9:50 a.m. 10:40 a.m. It’s All About MU Stage 1: Be a Meaningful User in MU Stage 1 Speakers: Jayne Collard, Carrie Fuller, Yesenia Maura and Joseph Zaladonis, MD. Moderator: Yesenia Maura (Bonnet Creek VII-XII)

The Implementation Story: Part 3, Continued Success. Speakers: Christina Brunelle and Ed Ponatoski. Moderator: David Gutierrez (Bonnet Creek II)

Smart Ways to Boost Your Effectiveness as an Ophthalmology Tech & Scribe Speakers: Paul Gallogly, MD and Misty Loucks. Moderator: Jason Richards (Bonnet Creek III)

10:40 a.m. 11:30 a.m. It’s All About MU Stage 2: Be a Meaningful User in MU Stage 2 Speakers: Jayne Collard, Carrie Fuller and Yesenia Maura (Bonnet Creek VII-XII)

Improve the Patient Experience through Effective Staff Communication.Speakers: Susan Mack, Jason Richards and Jodi Canapp Moderator: David Gutierrez (Bonnet Creek II)

Image Management: Best Practices with EMA Ophthalmology and Axis by Sonomed Escalon. Speakers: Jonathan Shankle and Elliott Ziegelman (Bonnet Creek III)

11:30 a.m. 12:00 p.m. VISIT EXHIBITORS

Please note that these times and locations are subject to change.

Client Appreciation PartySaturday, November 8 I 7:00 p.m.Location: Central Park

Live music featuring the Party Crashers. Come network and party with your fellow conference attendees, partners and the Modernizing Medicine staff.

Proudly sponsored by

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Conference Sessions

Track 4 Track 5 Track 6 Track 7

BREAKFAST (Pavilion)

Keynote: The Future State of EMR Technology with John LynnThe Doctor Weighs in: ICD-10 and Meaningful Use with Michael Sherling, MD, MBA

(Bonnet Creek VII-XII)

BREAK - Sponsored by BBVA Compass, MSOC Health and IBM Watson

Improve Your Orthopedics Workflow: Advanced Tips & TricksSpeaker: Robert Betz (Nassau)

PocketEMA and Tips & Tricks to Become a Super Savvy Mobile User Speakers: Ash Jaddo/Alex Rocha and Mihai Fonoage, Ph.D. (Bonnet Creek IV-VI)

Sponsor Presentation - Miraca Patient Experience: Why Partnerships Matter. Speaker: Dan KellyIntroduction: Brian Calscibetta (Floridian F)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

Dermatology Breakout: Get to Know MohsSpeaker: Jordan Miller, MD (Bonnet Creek IV-VI)

EMA Security and ReliabilitySpeakers: Mihai Fonoage, Ph.D. and Adam Gresh (Floridian H&I)

Sponsor Presentation - ELLKAY Healthcare Connectivity Solutions. Speaker: Michael FishweicherIntroduction: Marshall Happ (Floridian F)

EMA - New SpecialtiesEMA Otolaryngology™

EMA Rheumatology™

EMA Gastroenterology™

EMA Urology™

(Floridian E)

VISIT EXHIBITORS

Modernizing Medicine® introduces a new client services program, EMA CARES. Compliance, attestation, reporting and educational services are the foundational elements to this new program.

You already have a powerful tool in our EMR system to capture and report your patient data under the federal guidelines. Enhance it with EMA CARES.

Stop booth #8 to learn more.

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Our Presenters

Don Abrams, MD is the Chair of the Department of Ophthalmology at Sinai Hospital of Baltimore and the Director of the Krieger Eye Institute of LifeBridge Health in Baltimore, Maryland. Dr. Abrams is a graduate of the combined six-year BA-MD program of Lehigh University and The Medical College of Pennsylvania. He completed his residency in ophthalmology at Sinai Hospital of Baltimore and served as a fellow in glaucoma at the Doheny Eye Institute of the University of Southern California in Los Angeles. In addition to his extensive clinical experience, Dr. Abrams has served on hospital information technology committees, including the Sinai Hospital taskforce that selected the first computerized scheduling system over two decades ago. Additionally, he chaired the faculty practice billing committee in the late 1990s that designed and implemented the billing system that is still used for the health system today and was instrumental in researching, choosing and implementing the current EMR system for the Krieger Eye Institute.

Matt Barron has been with ADP AdvancedMD since 2010 and has over 10 years experience in the healthcare and business intelligence industry. In his time at AdvancedMD, he has led some of the company’s most exciting innovations, including the clinical mobile application and AdvancedInsight. Matt serves as Chief Product Manager and manages all AdvancedMD business software applications. Prior to AdvancedMD, Matt worked as a management consultant, helping hospital systems and large physician groups to become best-in-class businesses. By using big data, analytics and sound strategy, Matt helped hundreds of clients to thrive in an increasingly competitive environment. Matt received his bachelor’s degree in economics from University of Utah.

Amr Assal, Ph.D., is a seasoned product manager with over 18 years of experience. He joined Modernizing Medicine in April 2014 as the Senior Product Manager for EMA Dermatology and EMA Plastic Surgery. Amr brings with him a reputation as an agent of change with high energy levels and a mix of entrepreneurial, technical, leadership and strategic skills. Amr has a Ph.D. in linear systems and control from UC Santa Barbara and attended Stanford for a Master’s in Computer Science with a focus on Expert Systems.

Robert Betz is the Product Launch Manager and Lead Educator for EMA Orthopedics. Prior to joining the Modernizing Medicine team in 2011, he worked as a Certified Medical Assistant for an eight-provider practice in Northern Arizona. In that practice, he was the point person for implementation of EMA and attended the very first EMA Workshop in 2010. Since that time, he has trained countless orthopedic surgeons, ophthalmologists, and dermatologists on best practice uses and implementation of EMA.

Jodi Canapp, CPC, CPC-H, OCS, COA is Supervisor of Revenue Cycle and Special Projects Manager for the Krieger Eye Institute - Lifebridge Health. She manages the front office at three clinical locations and oversees the correct coding and charge entry of all patients seen. She is also responsible for managing and troubleshooting all IS systems, including EMA Ophthalmology.

Daniel Cane is President, CEO and co-founder of Modernizing Medicine. Daniel was named the 2013 Sun Sentinel Excalibur Awards Palm Beach Small Business Leader of the Year and honored as a Palm Beach County Ultimate CEO by the South Florida Business Journal. Since founding the company in 2010, Daniel has led his team to raise a total of nearly $30 million in funding and to hire over 200 employees. An entrepreneur, Daniel has a BS in Applied Economics from Cornell University, where, as an undergraduate, he co-founded Blackboard Inc.

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Our Presenters

Inga Ellzey, President/CEO of Inga Ellzey Practice Group, Inc., is the nation’s foremost expert on dermatology coding, documentation and reimbursement. She has over 38 years of experience in the field of dermatology-specific billing services. Inga has dedicated her career to the dermatology community by providing dermatologists with the keys to a successful practice through quality coding and documentation; an understanding of the rules and regulations that govern billing; and consistent, reliable and up-to-date information to optimize revenue while staying legal and compliant.

Ellen Carpe, with 17 years of product and program management experience working in software and web development environments, has the vision and experience to drive EMA Orthopedics to success as its Product Manager. Ellen has a proven track record for managing the software development life cycle and launching products and services for successful companies like AOL, Scripps Network (HGTV, Food Network, etc.), PayPal and now Modernizing Medicine.

Jayne Collard is the EMA Meaningful Use Manager. Born and raised in Colorado where she currently resides, Jayne is the state’s only Modernizing Medicine employee. She has certifications in both Meaningful Use and PQRS and manages the EMA Meaningful Use Safeguard Service team. Jayne loves to raft, camp and spend time with friends and pets.

Scott Cramer is Kareo’s Director of RCM Consulting with responsibility for introducing independent practices to Kareo’s revenue cycle management solution. Scott works closely with both new and mature practices to help them understand the right questions to ask when considering an outsourced billing solution. Scott’s mission is to find the best solution for each individual practice based on their unique situation.

Nadeem Dhanani, MD, MPH is the Medical Director of EMA Urology™. He received his Bachelor of Science Degrees in Biology and Public Policy Studies from Duke University, graduating cum laude. He earned his medical degree at the University of Florida, followed by an internship in general surgery and residency in urological surgery at the University of Texas – Houston and MD Anderson Cancer Center. He completed further subspecialty fellowship training in urologic oncology at the National Cancer Institute on the campus of the National Institutes of Health. Dr. Dhanani also holds a Master of Public Health degree from Johns Hopkins University. He was the Chief of Urology at Harvard Vanguard Medical Associates in Boston, in addition to serving on faculty at Harvard Medical School and as a member of the Dana-Farber Harvard Cancer Center. He was also on staff at Beth Israel Deaconess Hospital and the Director of Robotic Surgery at Mt. Auburn Hospital.

Patric Edmondson serves as Senior Vice President of Product Development, overseeing the development of Modernizing Medicine’s software products and directing the engineering organization responsible for hosting operations. Prior to joining Modernizing Medicine, Patric served in executive roles for two software companies and served as Deputy CIO for one of the county’s largest government organizations. Patric holds a Bachelor of Science degree from Texas State University and a Master of Public Administration degree from Florida Atlantic University.

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Our Presenters

David Goldman, MD is the EMA Ophthalmology Team Lead for the Anterior Segment. He is also an Assistant Professor of Clinical Ophthalmology in the Department of Corneal and External Diseases at the Bascom Palmer Eye Institute, University of Miami Miller School of Medicine. Dr. Goldman received his Bachelor of Arts cum laude with distinction in all subjects from Cornell University and Doctor of Medicine with distinction in research from the Tufts School of Medicine. Dr. Goldman’s clinical practice encompasses medical, refractive and non-refractive surgical diseases of the cornea, anterior segment and lens.

Paul Gallogly, MD is the EMA Ophthalmology Team Lead, Posterior Segment. He is a board-certified ophthalmologist who received his undergraduate and medical degrees from the University of Florida. He graduated with honors and was elected to the Alpha Omega Alpha Honor Medical Society. Dr. Gallogly completed an internship at Mount Sinai Medical Center in Miami Beach. Following his internship, he completed his residency in ophthalmology at Bascom Palmer Eye Institute in Miami. In addition, Dr. Gallogly completed a fellowship in Vitreoretinal Diseases and Surgery at the Bascom Palmer Eye Institute where he served as Chief Resident, Co-Director of Ocular Trauma, and a member of the Residency Selection Committee. He is a member of the American Academy of Ophthalmology, Florida Society of Ophthalmology and the American Society of Retina Specialists.

Mihai Fonoage, Ph.D., is the Director of Mobile Development for Modernizing Medicine. In this role he manages, designs and implements EMR systems on mobile platforms, including both iOS and Android. Mihai has over 10 years of mobile development experience, and his technical prowess has strongly contributed to Modernizing Medicine’s success. Mihai has a Ph.D. in Computer Science from Florida Atlantic University and was Modernizing Medicine’s first employee. He is a recipient of the South Florida Business Journal’s 2014 40 Under 40 award.

Carrie Fuller serves as the Director of Government Compliance and works to ensure that EMA includes the latest updates for government compliance programs including Meaningful Use and PQRS. She works with government regulators, physicians on staff, a legal team and computer engineers to enhance EMA’s content and usability. Carrie has been a nurse since 1998. Before joining Modernizing Medicine she was a float nurse at Cleveland Clinic Florida where she was a “super-user” of their EHR system and assisted users in using it. Carrie is also a certified BLS instructor with the American Heart Association. In 2013 she became a Certified Scrum Product Owner.

Adam Gresh joined Modernizing Medicine in January of 2011 and is honored to be serving as the Director of Software Engineering. Over a span of almost 20 years as a software developer and technical leader, Adam has led teams in creating applications from billing systems for life insurance, to tracking helicopter maintenance. His experience with operations teams includes everything from scheduling and monitoring mainframe batch workflows to leading teams in the creation of physical and cloud-based data centers.

Michael Fishweicher is Vice President of Business Development for ELLKAY, a Modernizing Medicine partner company that makes practice billing systems compatible with EMA. Michael is a veteran of the EMR sector, spending over a decade focused on EMR systems in the ambulatory vertical.

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Our Presenters

Patricia J. Kennedy, COMT, CPC, COE, is a Senior Consultant for Rose & Associates and has been working in the ophthalmology and optometry industry for the past 30 years. In 1991, Patricia earned her Certified Ophthalmic Medical Technologist certification and has worked in all aspects of an ophthalmology practice. In her current position, Patricia conducts on-site chart audits, assists clients with Medicare reimbursement and compliance issues, and conducts client training seminars for physicians, administrators, technicians and allied healthcare professionals. Patricia also serves as guest speaker at several national ophthalmology meetings addressing areas of documentation and compliance required for ophthalmology practices to maintain Medicare compliance.

Ben Hayes, MD is the co-founder of the Skin & Allergy Center located south of Nashville, TN. He completed his undergraduate work at Davidson College and received his Ph.D. in Immunology and Pharmacology. He graduated from Boston University Medical School and was inducted into the Alpha Omega Alpha national honor society. Dr. Hayes completed a dermatology residency at Vanderbilt University and a dermatopathology fellowship at the Medical University of South Carolina. He has been using EMA Dermatology™ for over four years.

Marshall Happ is the Director of Enterprise Information Management at Modernizing Medicine. He is responsible for operational tooling and integration, workflow process improvement and business intelligence for the company. Marshall graduated as an industrial engineer from Georgia Institute of Technology and owned and operated five restaurants in Atlanta, GA between 2001 and 2009. In 2012, he moved back to South Florida to work for Modernizing Medicine, coming from the institutional healthcare IT space.

Amy Hutchinson, MD is an Associate Professor of Ophthalmology at Emory University School of Medicine in Atlanta, GA. She specializes in pediatric ophthalmology and adult strabismus. She attended medical school at the Medical College of Georgia in Augusta, GA, and performed her residency in ophthalmology at Emory. She performed her fellowship in pediatric ophthalmology at the Medical University of South Carolina. Dr. Hutchinson is the physician champion for the search for and implementation of an ophthalmology-specific electronic medical records system for the department of ophthalmology at Emory University School of Medicine.

Ashraf Jaddo is a Senior Mobile Software Engineer at Modernizing Medicine with 10 years of experience in writing high-end software products that have helped and changed the lives of millions. Ashraf started programming at the age of nine with BASIC on a Commodore 128K. During college he built an optical character recognition (OCR) driver that was licensed by iMate (HTC ME) to recognize handwritten text. When Ashraf is not programming, he enjoys photography, online video games and driving his car on racetracks.

Dan Kelly is the Vice President of Client Connectivity for Miraca Life Sciences. His responsibilities include strategic planning and product development of Miraca’s integration with its clients. Dan has a background in software, pharmaceuticals and lab services.

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Our Presenters

David Lehman, MD is Medical Director for EMA Otolaryngology™. He completed his undergraduate degree at Yale University and attended medical school at the University of Florida, graduating as co-valedictorian. Dr. Lehman completed his residency at University of Miami – Jackson Memorial Hospital and has been a partner at Palm Beach Ear, Nose, and Throat Association since 2005, practicing as a general otolaryngologist. He is one of a small number of surgeons in Florida regularly performing endoscopic orbital decompression surgery for Graves’ eye disease.

John Lynn is the editor and founder of the nationally renowned blog network HealthcareScene.com. The Healthcare Scene network currently consists of 15 blogs containing over 7000 articles. These Healthcare IT-related articles have been viewed over 14 million times. Healthcare Scene recently added Health IT-focused career resources HealthcareITCentral.com and HealthcareITToday.com to the network. John also co-founded two companies: InfluentialNetworks.com and Physia.com, and was an advisor to the recently acquired docBeat. John is highly involved in social media, and in addition to his blogs, can be found on LinkedIn and on Twitter: @techguy and @ehrandhit.

Mary LeGrand is a nationally recognized coding and reimbursement expert and works with physician practices in all aspects of the care continuum. Mary’s expertise and strong clinical background as a Registered Nurse and Certified Coder (CCS-P and CPC) places her in high demand to present coding and documentation seminars addressing physician, coding/billing staff and management education needs. In addition to Mary’s speaking expertise, she is in constant demand to perform prospective and retrospective coding and documentation audits. She has become the expert in EMR documentation reviews, identifying many risk areas associated with template design, process flow (staff, physician and paper) and risk associated with lack of customization of patient visits and opportunities to assess integration of E&M guidelines into the EMR logic. Mary is an instructor for Karen Zupko & Associate’s national coding and reimbursement workshop series, sponsored by the American Academy of Orthopaedic Surgeons, American Academy of Otolaryngology and the American College of Surgeons. Additionally, using her clinical background and her dual coding certifications, she is well-versed in conducting coding and documentation reviews plus explanation of benefits (EOB) and revenue cycle reviews across both medical and surgical specialties.

Daniel Kronstat currently serves as the Lead Support Specialist for Modernizing Medicine and has been with the company since 2012. He graduated from Auburn University and brings over five years experience working with EMR software. Daniel’s experience is not limited to support, but also includes training and coordinating implementations.

Misty Loucks, COA has been a Certified Ophthalmic Assistant for eight years. Before her year-long tenure at Retina Care Specialists, she worked in general ophthalmology at Delrowe Eye Care for 15 years.

Josh Koontz is an EMA Ophthalmology™ Senior Software Educator who has been working in ophthalmology and optometry since 1998. Previously operating an optical shop and lab, Josh has experience with M.D. and O.D. workups and comprehensive, glaucoma, retina and diagnostic imaging. Josh has enjoyed training Modernizing Medicine’s clients for over two years.

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Our Presenters

Angela Maura, trained as a Certified Medical Assistant, is currently a Software Educator and Coding Specialist at Modernizing Medicine. Angela assists in the implementation of EMA by utilizing her teaching methodologies and structured lesson plans for providers and their staff all around the nation. She developed and spearheaded Modernizing Medicine’s CCMA program to help medical assistants achieve accreditation and enable practices attesting to Meaningful Use to be compliant with CPOE. She is also an Advisory Board Member for the National Healthcareer Association (NHA).

Jordan Miller, MD is the Medical Director of EMA Dermatology™. He was one of EMA’s first clients and quickly became a “super-user.” Today he co-teaches the EMA Certification Class so doctors have access to real life teaching from someone who has direct experience with the intricacies of being a full-time dermatologist. A native of Northern Arizona, Dr. Miller is a graduate of the Medical College of Wisconsin in Milwaukee where he also completed his dermatology residency. He is Board Certified in Dermatology, and his practice centers on medical and surgical dermatology, including Mohs Micrographic Surgery.

Susan Mack is the Lead Dermatology Software Educator at Modernizing Medicine. She began her journey in the medical field over 13 years ago in neurology, advancing to primary care and then finding her passion in dermatology. She has been with Modernizing Medicine since 2011. Susan spends free time with her family and she also enjoys traveling, reading and gardening.

Yesenia Maura started with Modernizing Medicine as a Software Educator for dermatology and plastic surgery. In this role she was introduced to Meaningful Use, leading to her current position as EMA Meaningful Use Specialist. She also assists with Modernizing Medicine’s MU Safeguard Service, currently serving over 180 doctors. Outside of work, Yesenia enjoys spending time with her family, photography and cooking.

Marielena Mendez graduated as a medical assistant from the Ultrasound Diagnostics School in Fort Lauderdale, FL. She worked in internal medicine for two years before moving into the field of dermatology and becoming a head MA and scribe. After six years, she returned to school at Palm Beach Medical Career Institute to become a surgical first assistant. She completed her internship at Martin Memorial Hospital and started working at Modernizing Medicine in 2011. She began her career at Modernizing Medicine in sales before transitioning to the role of software educator, traveling around the country to help clients complete the go-live process and to lead local and on-site training workshops. Marielana is now Product Launch Manager for EMA Gastroenterology™ and EMA Urology™.

Juan Molina has a passion for and in-depth experience working in high-paced, fast-growth companies, specifically in the healthcare and technology space. An entrepreneur at heart, he is in his second startup and on the founding team at CareCloud, a Cloud-based software and services company providing the next generation of practice and clinical management technologies to healthcare providers of all sizes and serves as the company’s Director of Business Development and Chief Evangelist. He is directly responsible for managing an outside sales team and plays key leadership roles as it relates to the company’s overall sales effectiveness strategies and sales operations.

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Our Presenters

Jason Richards is a Software Educator and Certified Ophthalmic Assistant with nine years experience in workflow analysis and improvement, technician onboarding and continued education, implementation of ophthalmic devices and EMR systems, and revenue building opportunities. Jason has managed up to 110 clinical staff members and managed project start-ups. As a volunteer coach and officiator for high school and youth sports, he has used these skills for a unique approach to educating clients.

Alex Rocha is part of the mobile team at Modernizing Medicine and is actively working to help build an “EMAzing” experience for all EMA iPad users. He is passionate about everything involving mobile technologies and has over six years of experience developing mobile applications for both iOS and Android platforms. Alex is also the Lead Developer for the PocketEMA™ Android app and collaborates in R&D projects related to medical device integration with mobile technologies.

Rob Pickell is Kareo’s Chief Marketing Officer with responsibility for marketing, sales and strategic alliances. Rob is passionate about the value and importance of small practices in delivering healthcare in the U.S., and his mission is to spread the word on how Kareo can help small medical practices prosper and grow by leveraging Kareo’s innovative, cloud-based medical office software solution.

Edward R. Ponatoski is the CEO of Anne Arundel Dermatology, the largest dermatology practice in the greater Annapolis and surrounding areas with over 40 years of service to the community. Ed was a former Principal of SRA International and has also held key positions in both the Department of Defense and the U.S. Army. He holds a Masters Degree in Health Services Administration and is a Fellow of the American College of Healthcare Executives, a Fellow of the Health Facility Institute and member of Medical Group Management Association.

Mirelys Quiroga, Product Launch Manager for both EMA Plastic Surgery™ and EMA Cosmetic™, is responsible for training clients to proficiently use EMA. Mirelys also works closely with Dr. Tim Sayed, Medical Director for EMA Plastic Surgery, on improvement requests and product workflow. She has worked in the medical field for over 10 years in internal medicine and dermatology. Fluent in English and Spanish, Mirelys graduated with a degree in Heath Care Management from South University and is currently pursuing a business degree.

Elana M. Oberstein, MD, MPH is a board certified internist with a subspecialty in arthritis and autoimmune disease. She is also a certified clinical densitometrist (CCD) with expertise in the diagnosis and treatment of osteoporosis. Dr. Oberstein received her Bachelor of Arts degree, cum laude, from Harvard University. Dr. Oberstein graduated with research distinction from the University of Miami School of Medicine with a dual Medical Degree and Master of Public Health. She completed an internship and residency in Internal Medicine at Jackson Memorial Hospital. She served as Chief Medical Resident for the Department of Medicine. Subsequently, she completed a fellowship in the Division of Rheumatology and Immunology. During her time at the University of Miami, Dr. Oberstein was inducted into the Iron Arrow society, the highest honor attainable at the University. Dr. Oberstein now serves as a voluntary faculty member with the Division of Rheumatology and Immunology at the University of Miami, Miller School of Medicine. Dr. Oberstein serves as a mentor to first and second year medical students. She is a member of the American Medical Association, American College of Physicians, Florida Society of Rheumatology and the American College of Rheumatology (ACR).

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Our Presenters

Lindsey Sapp has been a medical assistant for 10 years and has been a Software Educator at Modernizing Medicine for over two years. Lindsey originally began her career serving in the specialty of OB/GYN before she advanced to the field of dermatology. Lindsey learned EMR system scribing and documentation in that role and brought that knowledge to Modernizing Medicine. This helps her to relate to the real-life experience of providers, which she uses to teach providers and their staff how to document and use EMA quickly and efficiently. Lindsey also travels and teaches EMA Workshops, assists with onsite visits for go-live and ensures that clients are still on the right track with EMA health checks.

Andrew Shaffer serves as the Senior Manager of Support Services and brings over 15 years of technical support experience to Modernizing Medicine. He previously served as the Senior Manager of Client Services for Campus Management Corp., a software development company that provides post-secondary education institutions with administrative and academic solutions. Andrew is a former Marine, a Microsoft Certified Systems Engineer and is HDI certified as a Support Manager.

Steven I. Rosenfeld, MD is the Chair of Ophthalmology for Modernizing Medicine and was involved from the very beginning in the design and implementation of EMA Ophthalmology™. Dr. Rosenfeld is a Bascom Palmer fellowship-trained cornea and external disease specialist who specializes in medical and surgical diseases of the cornea, infectious and inflammatory eye diseases, refractive surgery and cataract surgery. He has served on the Editorial Boards for the BCSC, Focal Points, and EyeNet, under the auspices of the American Academy of Ophthalmology. Dr. Rosenfeld is a Voluntary Professor of Ophthalmology at the Bascom Palmer Eye Institute and is in private practice with Delray Eye Associates.

Dan Rodrigues is the founder and CEO of Kareo. He founded the company in 2004 with a vision of simplifying medical offices with web-based medical billing software that replaces the expensive and complex medical billing and practice management systems doctors have today. Under Dan’s leadership, Kareo has since created the most user-friendly, easy-to-buy, and easy-to-setup software on the market offering immediate benefits with reduced risks and costs.

Tim Sayed, MD, MBA is the Medical Director for EMA Plastic Surgery™ and EMA Cosmetic™. He is a board-certified plastic surgeon practicing cosmetic and reconstructive surgery in Broward and Palm Beach Counties. Certified by the American Board of Surgery and the American Board of Plastic Surgery, Dr. Sayed is also a leader in local and national medical and plastic surgical organizations. Dr. Sayed is a graduate of the University of California, San Francisco School of Medicine, where he graduated Alpha Omega Alpha, after earning his undergraduate degree in electrical engineering and computer sciences with highest honors at the University of California at Berkeley. He then completed general surgery residency at Harvard Medical School’s prestigious Massachusetts General Hospital before returning to UCSF for plastic surgery training. He is a graduate of the Executive MBA program at Northwestern University’s Kellogg School of Management. In 2013, Dr. Sayed was elected to serve on the HIMSS EHR Association Executive Committee.

Jonathan ShankleNational Sales Manager for Axis and Ophthavision Product LinesSonomed Escalon

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Our Presenters

Elliott Ziegelman is a graduate of Florida Atlantic University’s small business and entrepreneurship program. He had an opportunity to work with Modernizing Medicine’s CEO Daniel Cane during the 2009 FAU business plan competition, which resulted in a first place win and a role at Modernizing Medicine in 2010. Today, Elliott serves as the National Sales Manager of Modernizing Medicine’s EMA Ophthalmology™. Elliott is responsible for the oversight of all eye care sales and combines a consultative and educational approach to earning the business of ophthalmology providers. Under his leadership, the ophthalmology sales team is extremely versed in both Software-as-a-Service and ophthalmic knowledge. Elliott has been recognized with multiple Modernizing Medicine awards, including the prestigious Presidents Club Award, Rising Star Award and Top Sales Award.

Scott Welsch graduated college with a bachelor’s degree in microbiology. Scott became a medical assistant to help pay the bills while preparing for a master’s program. While he was a medical assistant, he was recruited by Modernizing Medicine to be an Educator. Since then, he has traveled to 32 states to train physicians and their staff on the proper use of EMA™. He now is in charge of overseeing the successful development and implementation of both EMA Otolaryngology™ and EMA Rheumatology™.

Joseph J. Zaladonis, Jr., MD provides cosmetic skin care and expert treatment of diseases affecting the skin, hair and nails. Dr. Zaladonis earned his medical degree from The Medical College of Pennsylvania—Philadelphia, Pennsylvania. He has studied medicine at various top schools since the early 1980s, and he has acquired extensive experience in the dermatology field.

Jason Weisstein, MD, MPH is the Team Lead for EMA Orthopedics™. A native of southern California, he graduated valedictorian from the Mount Sinai School of Medicine in New York City in 1998. He subsequently completed his surgical internship and orthopedic surgery residency training at the University of California - San Francisco and then received fellowship training at the University of Washington. Dr. Weisstein specializes in limb salvage surgery. His interest lies in the restoration of function in limbs that are in jeopardy, either from arthritis, tumors or other diseases. Dr. Weisstein worked as an Assistant Professor of Orthopedic Surgery at the University of Washington, with a dual specialization in hip and knee reconstruction, as well as bone and soft tissue tumors. Dr. Weisstein was selected as a fellow by both the American Association of Hip and Knee Surgeons and the American College of Surgeons, elite societies reserved for highly trained surgeons who adhere to the highest ethical and professional standards.

Stefanie Thomas, BA, CMPE, Director of The Krieger Eye Institute at LifeBridge Health in Baltimore, MD, has been a hospital executive for more than 10 years. In both administrative and financial management roles, she has steered numerous practices, including ophthalmology, neurology and neurosciences and general surgery, with a unique and engaging leadership style. She focuses on strategic change to position physician practices for optimal growth and financial success so that they can meet ever-changing healthcare market demands.

Dr. Michael Sherling, MD, MBA is the co-founder and Chief Medical Officer of Modernizing Medicine. He’s responsible for developing and designing the dermatology-based software, and supervising the design of Modernizing Medicine’s other EMA Specialties. Under his leadership, Modernizing Medicine has gained over 25 percent of the U.S. market share in dermatology and raised over $30 million in capital. Michael has been a practicing dermatologist since 2006. He is currently practicing in a comprehensive skin care dermatology group in Palm Beach County, FL and is an expert in medical, surgical and cosmetic dermatology.

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Our Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

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Acknowledgements

Special thanks to the generosity of the following sponsors for their raffle prize contributions:

Modernizing Medicine extends sincere appreciation to all of the presenters and sponsors who are participating in EMA Nation.

Presenters:

Don Abrams, MDAmr Assal, Ph.D.Matt BarronRobert Betz Christina BrunelleJodi CanappDaniel CaneEllen CarpeJayne Collard Scott CramerNadeem Dhanani, MD, MPHPatric EdmondsonInga EllzeyMichael FishweicherMihai Fonoage, Ph.D. Carrie FullerPaul Gallogly, MDDavid Goldman, MDAdam Gresh

Marshall HappBen Hayes, MDAmy Hutchinson, MDBill HylandAshraf JaddoDan KellyPatricia J. Kennedy, COMT, CPC, COEJosh KoontzDaniel KronstatMary LeGrandDavid Lehman, MDMisty Loucks, COAJohn LynnSusan MackAngela Maura Yesenia MauraMarielena MendezJordan Miller, MDJuan Molina

Elana M. Oberstein, MD, MPHRob PickellEdward R. PonatoskiMirelys QuirogaJason RichardsAlex RochaDan RodriguesSteven I. Rosenfeld, MDLindsey SappTim Sayed, MD, MBA, FACSAndrew ShafferJonathan ShankleMichael Sherling, MD, MBAStefanie Thomas, BA, CMPE,Jason Weisstein, MD, MPH, FACSScott WelschJoseph J. Zaladonis, Jr., MDElliott Ziegelman

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Notes

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Notes

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See you in 2015!

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