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–– Expand your knowledge and sharpen your skills with peers and professionals from throughout Ohio. Thursday, August 27 & Friday, August 28 Registration opens at 8:00 a.m. each day. Columbus Crowne Plaza North 6500 Doubletree Avenue, Columbus OH 43229 Join us for our PLUS! Client Appreciation Party Thursday 6:00 pm – 10:00 pm, featuring One Ton Diesel

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Page 1: Expand your knowledge and sharpen your skills with peers and … Exchange... · 2020. 4. 28. · Expand your knowledge and sharpen your skills with peers and professionals from throughout

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Expand your knowledge and sharpen your skills with peers and professionals from throughout Ohio.

Thursday, August 27 & Friday, August 28 Registration opens at 8:00 a.m. each day.

Columbus Crowne Plaza North 6500 Doubletree Avenue, Columbus OH 43229

Join us for our PLUS! Client Appreciation PartyThursday 6:00 pm – 10:00 pm, featuring One Ton Diesel

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

The conference designed specifically for DD industry

professionals and county government organizations.

Solutions Exchange provides

practical ways for organizations to

work more efficiently, stretch

their budget, and improve their

bottom line with innovative

technology tools and business

ideas. We’ll explore data

collection, management and

retrieval options, discuss

management techniques, share

new business solutions, and

demonstrate ways to help your

organization perform better.

Get acquainted with the industry’s leading software.

If your agency is exploring

software options for the first time,

Solutions Exchange is the perfect

venue for understanding how

Advisor, Gatekeeper and/or

Infallible can aid your

organization’s important mission.

Learn how to expand your use of the software.

Visit the Tech Café where our staff

will be available to answer your

questions. Plus, you can

experience the software on a

variety of devices, explore new

modules, and learn helpful

software tips and tricks.

Interact with vendors.

We’ve carefully selected vendors

that we believe offer significant

value to our attendees. Take

advantage of this venue to learn

how these newest technologies,

trends and tools will complement

your business processes.

Solutions Exchange 2015 is presented by Primary Solutions.

As a trusted business partner, Primary Solutions strives to create flexible and innovative information solutions in collaboration with the human services community.

Infallible offers a complete fund accounting package to accommodate the needs of human services organizations.

Gatekeeper is the software of choice for Ohio’s county boards of DD, offering an array of interfacing modules for managing waiver services and locally-funded initiatives.

Advisor is the preferred software solution for Ohio’s DD agencies, with the flexibility to accommodate providers of all sizes.

Anywhere offers web-based DD documentation, decreases administration time and provides office staff immediate access to service delivery details.

OhioDD.com allows county boards and providers to gain efficiency when providers submit claims, access authorizations and view payment information electronically.

Billing Service. Our billing experts process, submit and reconcile waivers and supported living claims for independent providers and agencies.

Featuring

Additional Presenters

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6:00 pm

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Day One: Thursday, August 27

Keynote Speaker

9:00 am – 9:50 am

Jerry Gildea is a dynamic believer in building personal awareness to bolster team development. For the last eight years, Jerry has been energizing companies throughout the country as a Senior Performance Specialist at Insperity, an HR management company. Jerry’s interactive presentations promote understanding personality types and perceptions to transform employees into collaborative teams. Jerry’s well-established professional credentials include: certified as a Senior Professional in Human Resources (SPHR), a member of the American Society for Training and Development, formerly an adjunct professor for the Human Resources (PHR) Certification Courses, certified in a variety of personality profile and leadership assessments, a published author and former service on the board of directors for the Maryland Mentoring Partnership. His professional contributions have been recognized with several key awards.

Session One

Thursday 10:00 am – 10:50 am

Business and Management

Chaos to Calm: Managing Effectively During Times of Crisis and Chaos Monica Armstrong, Provider Resources Group

How do you respond when everything goes a little crazy? We all have chaotic times and how we respond is critical to our success. There is no escaping chaos…or is there? Do you thrive on chaos? Are you always putting out fires? This session is to help find the calm when there seems to be none. Learn how to regroup and start again.

IT and Technology

Simple Virtual Compliance Office: Making Sense of Compliance

Robert Brzezinski , BizWit

An overview of a cost-effective approach to HIPAA information privacy, security, risk, compliance management, and related documentation. Risk Analysis, Risk Management, Online Training and HIPAA Wiki/Community modules will be reviewed.

Infallible – Accounting/HR

Cover Your Assets Julie Eastes, Clinton County & Kristine Smith, Primary Solutions

Do you want a better handle on your fixed assets and inventory? Join Clinton County staff as they share their process for tracking fixed assets utilizing Infallible, followed by a detailed look at Infallible's inventory window.

Gatekeeper – DD Boards

And the Survey Says… Using Gatekeeper to Make a Match Angie Theller, Primary Solutions

One of the many welcome changes to 2014 update of the SSA rule is that the SSA can play a role in assisting individuals in their search for a provider. Learn how Gatekeeper’s Survey module can assist you in gathering information about individuals’ requirements for a provider and match them with providers that meet those requirements.

Advisor – Provider Agencies

Common CPT/DRA/PAWS Billing Issues Gary Brown, Brady Ware & Company

Facing a frustrating billing issue? You’re not alone! Industry expert Gary Brown will review the most commonly encountered CPT/DRA/PAWS provider billing issues and reveal how to resolve them.

Advisor – Provider Agencies

Creative Dashboards & Worthwhile Widgets Shelly Rheinfrank, Primary Solutions

Transform your Advisor Dashboard to include critical business information! Learn navigation tricks and tips on how to customize your Advisor experience! This session geared toward new and intermediate Advisor users.

Advisor – Provider Agencies & Gatekeeper – DD Boards

Employment First

Stacy Collins, DODD

DODD's Stacy Collins will discuss Employment First, including the current status of the Employment First initiative and upcoming changes.

Privatization and Leadership

Privatization Support Group (PSG): What Is It? How Can They Help? Van Viney, MATCO Services

Learn how PSG can be a resource for Adult Service Programs before, during and after the privatization process.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Session Two

Thursday 11:00 am – 11:50 am

Business and Management

All Aboard!

Successfully Bring On New Employees Melissa Skaggs and Monica Armstrong,

Provider Resources Group

Employee success starts well before orientation day. A successful employee on-boarding process strengthens the employment relationship and bolsters staff retention. We will look at the processes for interviewing, orientation, training, and beyond. We will also discuss effective processes for off-boarding staff to make parting ways easier for everyone.

IT and Technology

Office 365 - Security & Compliance: Is the Cloud Right for You? Robert Brzezinski, BizWit

Is your staff ready to collaborate in the cloud? We’ll review the benefits and challenges of Office 365, including: managing information privacy, security and compliance risks, compliance (reporting) capabilities, auditability and related documentation.

Infallible – Accounting/HR

Making the Most of the Time Tools Kevin Allender, Primary Solutions

Are you fully utilizing Infallible’s time tracking features? Learn how Infallible can be used to track all types of staff time (including vacation, personal and sick). Plus, learn how staff can use Infallible to submit leave requests.

Gatekeeper – DD Boards

Direct from DODD: The Latest in Person Centered Planning Kelly Miller and Kelly Ferenbaugh, DODD

Come hear “the Kelly’s” (Miller and Ferenbaugh, that is) share the latest in person centered planning practices and DODD’s expectations of county boards and providers.

Advisor – Provider Agencies

Preparing for ISP Meetings and Why CPT "Edit" Access is Critical Gary Brown, Brady Ware and Company

How well do you and your team prepare for ISP meetings? Gary Brown discusses the critical components for successfully representing your agency and your clients at ISP meetings.

Advisor – Provider Agencies

The Companionship Wage/Hour Exemption Michael O’Brien, Vorys, Sater, Seymour and Pease

Does your company pay overtime? Learn about the Companionship Services Exemption and federal wage and hour issues for DD Providers.

Advisor – Provider Agencies & Gatekeeper – DD Boards

Creating an Employment Environment: Part One Arletta Hinger and Nancy Nixon, Primary Solutions

Examine your approach to employment in this two part series. Part One will address job development and the new tools available in the Employment Module to assist with tracking employer information including contacts, open positions and our new job matching tool.

Privatization and Leadership

Making the Privatization Decision: The Real Experience Van Viney, MATCO Services and John Danes, Trumble County

The privatization process is rife with details. Join us to hear real-life experiences and discuss some of the obvious and not-so-obvious decisions you will encounter.

Session Three

Thursday 1:10 pm – 2:00 pm

Business and Management

Finding the 25th Hour: Time Management Melissa Skaggs, Provider Resources Group

Our days get out of control before we know it, and each derailment creates additional stress. You will leave this session with ideas that you can use right away for improving your time management and controlling your calendar. We’ll discuss the importance of prioritizing, the essential skill of saying “No” – and how saying “No” can be made easier for you and those around you. Make the time for this session.

IT and Technology

Using Technology to Track Wellness and Improve Health Outcomes Geoff Cooper, CaraSolva

Implementing simple, cost-effective technology to track wellness can improve the quality of life and reduce healthcare costs for individuals with DD. Learn the drivers behind the wellness movement, how DD providers can be leaders, and technologies and techniques for tracking and improving wellness.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Infallible – Accounting/HR

SCAN it be Easier? Kristine Smith, Primary Solutions

Did you know that Infallible can store your scanned reports? Your employee personnel files? Your vouchers and purchase orders? If you are using Infallible and not scanning, attend this informative session on using Infallible's electronic filing system to keep all of your information in one place.

Gatekeeper – DD Boards

Person Centered Planning: Making the Most of the Plan Module Angie Theller, Primary Solutions

Are you looking forward to spending less time on paperwork and more time on meaningful activities? Learn about features of Gatekeeper’s Plan module that add efficiency in writing plans and monitoring supports.

Advisor – Provider Agencies

You Know the CPT. What Next? Aligning CPT with Advisor Josh Kramp, Primary Solutions

Once you understand CPT and how it works, the next step is putting the CPT into practice via service delivery. This session will demonstrate how to use the data from the CPT to create staff schedules in Advisor and see it through to actual service delivery.

Advisor – Provider Agencies and Gatekeeper – DD Boards

More than a Report! Brian Marshall, Primary Solutions

Primary Solutions' innovation team has been locked in the lab creating “smart” reports that exceed everything you have seen in Advisor and Gatekeeper. Experience these intelligent new features and take your reports to the next level!

Advisor – Provider Agencies & Gatekeeper – DD Boards

Creating an Employment Environment: Part Two Arletta Hinger and Nancy Nixon, Primary Solutions

An in-depth look at using the Employment Module to track employment information and meet the Employment First reporting requirements. Discover how you can track job skills, training, certification, preferences and job development and coaching contacts. We will also demonstrate the powerful new job matching tool.

Privatization and Leadership

Achieving Business Sustainability Phil Miller, Portage Industries; Laura LaGodney, Ability Works; and John Schwartz, Huron County

Privatized organizations can't meet their mission while operating at a loss. Learn about the tough and right decisions to become financially sustaining and provide mission-driven quality services.

Session Four

Thursday 2:10 pm – 3:00 pm

Business and Management

Telling is NOT Training Melissa Skaggs, Provider Resources Group

Are your employees learning what they need to know? We'll examine principles for teaching adult learners and how to determine if they understand the information presented.

IT and Technology

MedSupport eMAR: Primary Solutions’ Choice for eMAR Integration Geoff Cooper, CaraSolva

Electronic Medication Administration Records (eMAR’s) improves provider compliance, reduces medication errors and saves valuable provider time. See the benefits of using the MedSupport eMar and learn about the planned integration with Advisor.

Infallible – Accounting/HR

Discovering the Secrets of IT Kristine Smith, Primary Solutions

We'll reveal the tips and tricks to a smooth-running Infallible system. Get updates with ease and learn how to make server migrations a painless process.

Gatekeeper – DD Boards

Person Centered Planning: Sharing the Innovation Angie Theller, Primary Solutions

County Board staff will share their experiences with designing person centered plans and implementing their newly-designed plans utilizing Gatekeeper’s Plan module.

Advisor – Provider Agencies

Billing Fundamentals: Dollars and Sense Liz Thompson, Primary Solutions

Learn the fundamentals of processing your billing in Advisor. From basic data entry to applying payments, this session is geared toward the beginning biller and the intermediate Advisor user.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Advisor – Provider Agencies

Skillful Scheduling: It's all about the Shifts Shelly Rheinfrank, Primary Solutions

From the Template to the Staff Timesheet Report, we’ll walk through the Scheduling module and see how it all works together to create your staff schedules. We’ll also review the new features added in recent releases. This session is designed for the intermediate Advisor user who wants an overview of the Scheduling module.

Advisor – Provider Agencies & Gatekeeper – DD Boards

Employment Roadmap: We're in This Together Arletta Hinger and Nancy Nixon, Primary Solutions

Take a peek into the future of the Employment Module. We'll share what is currently planned and ask you to share your desires, dreams and needs. Your feedback is our roadmap!

Privatization and Leadership

Who Provides Leadership and Characteristics Needed in the CEO Anne Haning, Belco Works and Phil Miller, Portage Industries

Selecting the right person for the top job is a tough decision. Discover key characteristics needed for this position and review the path many organizations take in this process.

Session Five

Thursday 3:20 pm – 4:10 pm

Business and Management

Common Sense: Where Did It Go? Monica Armstrong, Provider Resources Group

How do you handle situations where common sense is missing? This is a fun session full of real-life situations where common sense was not used as the first option. We can’t teach common sense to everyone we encounter, but we can learn to apply a common sense approach even in difficult situations.

IT and Technology

User Support: Yakety Yak! Please Chat Back! Josh Kramp and Joe Miller, Primary Solutions

We're making software support even easier! Come see our newest support tools, including support via internet chat and our new support website.

Infallible – Accounting/HR

Spreading the Love: Department Budgeting Arletta Hinger, Primary Solutions

Give control of department budgets to your first line of management. This session will examine set up and use of In-House Account Codes and In-House Purchase Orders, as well as reporting capabilities.

Gatekeeper – DD Boards

Tiptoeing through Gatekeeper: Helpful Hints for SSA Users Kevin Allender, Primary Solutions

Is your Gatekeeper system customized for your position? Let's get it arranged! We'll talk about personal preferences, Dashboard options, widgets and other helpful items.

Advisor – Provider Agencies

Are You Leaving Money on the Table? Liz Thompson, Primary Solutions

Discover Advisor's accounting features, including aging reports, journal entries, and recommended closing procedures. This session is designed for intermediate and advanced Advisor users who are tasked with accounting-related duties.

Advisor – Provider Agencies

Simplified Scheduling with

eWebSchedule Gary Ward, eWebSchedule

Searching for an internet-based option for scheduling? eWebSchedule is an Ohio-based company with roots in the DD community. Learn how eWebSchedule can help you eliminate shift gaps, reduce overtime, capture time-off requests and ensure employees know their schedule. We’ll

also discuss the planned integration with Advisor.

Web-based Documentation - Providers and DD Boards

Anywhere Roadmap: Construction Ahead! Jim Enneking, Primary Solutions

Are you wondering what's next for our Anywhere product? Here's your opportunity to look into the furture with us and see what our plans are for our website.

Privatization and Leadership

Personnel Decisions and PERS Laura LaGodney, Ability Works and

Rich Patterson, Nick Amster Workshop

Personnel decisions are an essential component of privatization and play a crucial role in the organization's success. We'll discuss these impending decisions and how you can avoid the pitfalls of the past.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Session Six

4:20 pm – 5:10 pm Thursday, August 27

Business and Management

What's My Brand? Melissa Skaggs, Provider Resources Group

Your brand permeates your culture and defines how customers perceive your organization. We will help you understand branding, what it means for your organization, and how to actively define and implement your brand.

IT and Technology

Are You Compliant and Audit Ready? Electronic Document Management Can Help! Jim Perry, Intellinetics

Compliance issues surrounding HIPAA requirements and Medicaid reimbursement are a reality for County Boards and DD Providers. We’ll discuss how Electronic Document Management can address those issues. You will also learn how your organization can be quickly prepared for your next Audit with Electronic Document Management tools!

Infallible – Accounting/HR

Navigating the Payroll Jungle Arletta Hinger, Primary Solutions

What happens if I change this field? Can I change that field? Examine payroll nuances with an in-depth look at how modifying key fields affects your overall payroll and reports.

Gatekeeper – DD Boards & Advisor – Provider Agencies

Introducing The Enhanced OhioDD.com Kim Howard, Primary Solutions

OhioDD.com is getting an impressive facelift! Join us as we reveal the expanded functionality, updated user-friendly interface and contemporary new look that our development team has created for you.

Advisor – Provider Agencies

NEW! Mental Health Module: Managing Mental Health Services Anita Parsley, Primary Solutions

The Mental Health module is now available in Advisor! Our Mental Health module allows you to enter case notes, bill for services, and track revenue. This session is part demonstration and part user group. We'll be collecting your ideas for further enhancing the module.

Advisor – Provider Agencies

Advisor Demographics: Expand your Horizons! Shelly Rheinfrank, Primary Solutions

What data are you collecting? Whether it's shirt sizes or staff trainings, favorite foods or personnel evaluations - learn how you can use Advisor to track everything electronically! This session is designed for the beginner to intermediate Advisor user who is in charge of maintaining demographic information for consumers and/or employees.

Web-based Documentation - Providers and DD Boards

Anywhere: Enter Time Joe Miller, Primary Solutions

Excited about the idea of getting rid of paper timesheets? Join us for this session where we will show you our plans to update our current Advisor Time Entry website.

Privatization and Leadership

Quality of Services: Integration Metrics Liz Owen, Alpha Group; Phil Miller, Portage Industries;

and Mary Thompson-Hufford, Hopewell Industries/LICCO

CMS requires organizational change. The Quality Pilot and metrics provides a blue print to move organizations and individuals served into greater enhanced integration.

Thursday Evening:

Client Appreciation Party 6:00 pm – 10:00 pm

featuring One Ton Diesel Plus drinks, food, music and games

Staying Overnight?

Refer to Solutions Exchange for a special conference rate at the Crowne Plaza Columbus North. Call 614-885-1885.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

DAY TWO: FRIDAY, AUGUST 28

Keynote Speaker

9:00 am – 9:50 am

John Hannah is a catalyst in the self-advocacy movement. As an individual with developmental disabilities (DD) himself, John has spent the last 20 years in a unique role as a full-time consumer advocate, helping hundreds of individuals overcome obstacles in their daily life. He embraces his mission

of empowerment and lobbies for his goals at the state and national level. John’s commitment earned him the role as the first DD individual to serve as President of the Arc of Ohio (a role he held for two terms) and allowed him to meet two sitting presidents. He serves as an advisor for various industry committees, conducts training for professional and self-advocate groups and has received several state Advocacy Awards. John’s engages his audience as he shares humorous and insightful stories of his experience across the country.

Session Seven

Friday 10:00 am – 10:50 am

Business and Management

Financials for NON-Financial People David Ellison, Provider Resources Group

If your mind gets foggy at the mention of math and you experience an adverse reaction to financial spreadsheets, you aren’t alone. Melissa will present financial concepts and explain their relevance using terms you can understand.

IT and Technology

Data Security: Protecting Your Networks, Your PC’s and Yourself A-Jay Orr, VOS

What do small businesses need to know about security? We’ll review the security essentials, provide some simple ways to protect your computers and discuss how to maximize the life of your devices. Plus, get tips for protecting your identity and creating secure, easy-to-remember passwords.

Infallible – Accounting/HR

NEW! All in the Family: Support Services Kevin Allender, Primary Solutions

Learn how to ditch your spreadsheets and use Infallible to track Family Support Services budgets. Learn how to go from individual and family allocations all the way through the In-House Purchase Order (IHPO).

Gatekeeper – DD Boards

PAWS Changes: PAWS and MSS Systems Integration Brian Harrigan, DODD

Join us for a demonstration of the integration between MSS and the new PAWS system.

Advisor – Provider Agencies

Come On In! Unlocking the Data Warehouse Jaimey Karhoff and Kevin Bracken, DODD

Don’t be intimidated by the data warehouse! This powerful tool provides access to billing histories and voucher summaries, as well as PAWS confirmation and PAWS utilization reports. DODD experts will review how to run each of the available reports and discuss how to interpret the data.

Advisor – Provider Agencies

NEW! Workshop Module: Let's Talk Shop! Liz Thompson, Primary Solutions

Advisor’s new Workshop module tracks the activity and productivity of workshop employees, then sends the time and gross pay data to your payroll system (such as QuickBooks). Learn about options for tracking customers, jobs and employee data.

Web-based Documentation - Providers and DD Boards

Anywhere: Roster, Demographics and Case Notes Jim Enneking, Primary Solutions

Does your organization use Case Notes? If so, don't miss this session where we explore how to simplify Case Notes using our web version of the Case Notes module. We'll also explain how the Anywhere Roster works within our newly designed Anywhere website.

Privatization and Leadership

Board of Directors After Privatization: Accountability Van Viney, MATCO; Blair Brubaker, Riverview Industries

Privatization changes the roles and responsibilities of the non-profit board. We’ll share how to successfully transform from “picnic boards” to boards of governance.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Session Eight

Friday 11:00 am – 11:50 am

Advisor – Provider Agencies and Gatekeeper – DD Boards

More than a Report! Brian Marshall, Primary Solutions

Primary Solutions' innovation team has been locked in the lab creating “smart” reports that exceed everything you have seen in Advisor and Gatekeeper. Experience these intelligent new features and take your reports to the next level!

IT and Technology

User Support: Yakety Yak! Please Chat Back! Josh Kramp and Joe Miller, Primary Solutions

We’re all about support! We’ll be exploring how to access and use our newest client support features: a new support website and ChatAssist.

Infallible – Accounting/HR

The Human Element: Discovering your HR Needs Arletta Hinger and Kevin Allender, Primary Solutions

Human Resource requirements can overwhelm any HR professional! This User Group session brings Infallible users and Primary Solutions staff together to uncover your HR needs and identify how Infallible could meet those needs.

Gatekeeper – DD Boards

Importing Simplicity: PAS Import and TDD Imports Kim Howard, Primary Solutions

If your task list includes keeping PAS data current for reporting and billing, you know it can be a time-consuming chore! We’ll show you how to simplify the process and improve accuracy by importing waiver and TDD services into the Gatekeeper PAS.

Advisor – Provider Agencies

What's Coming: Building the Data Warehouse Jaimey Karhoff and Kevin Bracken, DODD

The data warehouse is full of potential! Learn how DODD plans to expand utility and offer additional access to this powerful information resource.

Provider Agencies & DD Boards

Legislative Updates for the DD Field Mark Watson, Ohio Provider Resource Association (OPRA)

This session provides insight and guidance into the State of Ohio 2016-2017 budget – specifically discussing the potential gains and obstacles facing the DD industry and the coordinated industry efforts needed to ensure that the policy, procedures and programs are impactful for individuals with developmental disabilities.

Web-based Documentation - Providers and DD Boards

Anywhere: Outcomes and Services, Day Services Jim Enneking, Primary Solutions

In this session we'll explore the newly designed, web-based Outcomes and Services module. This session is designed for current and prospective users of the Outcomes and Services module and Day Services module. Join us and find out how it all works over the web!

Privatization and Leadership

What Services Niche? Considering New Business Lines Laura LaGodney, Ability Works and

Mary Thompson-Hufford, Hopewell Industries/LICCO

Diversifying services and increasing market footprint are vital for post-privatization sustainability. We’ll consider the opportunities and challenges of offering new business lines, such as homemaker personal care, employment and transportation services.

Session Nine

Friday 1:10 pm – 2:00 pm

Gatekeeper – DD Boards

The Gatekeeper Administrator: Embracing Your Role as Team Compass Kristine Smith, Primary Solutions

Does your team rely on you to retrieve information that eludes them? Learn how to navigate Security and Reports to deliver what your users need, when they need it.

IT and Technology

Energize Your Excel Reports! Marcia Erickson, DATSmarts

Give your data interactive impact! Learn to create pivot tables, pivot charts and dashboards using data from Gatekeeper and the Data Warehouse.

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Register at www.PrimarySolutions.net or call 614-430-0355 x 200

HURRY! Register before August 1st

for the discounted Early Bird rate.

Gatekeeper – DD Boards

By the Numbers: Tracking Title XX Services Angie Theller, Primary Solutions

Are you using Title XX as a funding source for individual supports? You can simplify how you document and report on Title XX services. Join us to see how it can work for you!

Gatekeeper – DD Boards

Bringing It Together: OhioDD.com and Local Billing Kim Howard, Primary Solutions

Eliminate redundancy! Find out how OhioDD.com facilitates local billing and allows users to pull data directly into Advisor from the county board’s Gatekeeper software.

Advisor – Provider Agencies

Unraveling the Mysteries of Adjustments Jaimey Karhoff and Kevin Bracken, DODD

DODD staff will dissect troublesome billing adjustments and share best practices for processing corrections.

Advisor – Provider Agencies

Advisor Evolves: What's New, What’s Next and What You Can Tell Us Anita Parsley, Primary Solutions

Take a look at Advisor's latest features and the 'Roadmap' for Advisor’s future development. Plus, share your suggestions for enhancements that would make your work easier.

Web-based Documentation - Providers and DD Boards

Anywhere: Outcomes and Services, Day Services Jim Enneking, Primary Solutions

In this session we'll explore the newly designed, web-based Outcomes and Services module. This session is designed for current and prospective users of the Outcomes and Services module and Day Services module. Join us and find out how it all works over the web!

Privatization and Leadership

Been There, Done It & Would Do It Again: Life After Privatization Rich Patterson, Nick Amster Workshop and Mary Thompson-Hufford, Hopewell Industries/LICCO

You’ve read news articles and heard the stories about the myriad challenges encountered during the privatization process. Be encouraged - there is light at the end of the tunnel! Discover the rewards gained when the hard work of privatization is completed.

Session Ten

Friday 2:10 pm – 3:00 pm

Gatekeeper – DD Boards

Gatekeeper’s Buried Treasure:

The Secrets Your Trainer Forgot to Tell You Kristine Smith, Primary Solutions

Discover the answers to common Gatekeeper support questions. Plus, uncover valuable tips and tricks for creating a rewarding Gatekeeper experience.

IT and Technology

Microsoft OneNote for Project Collaboration Marcia Erickson, DATSmarts

Is your organization sharing information efficiently? Learn how to use OneNote to promote collaboration, consolidate knowledge, collect information, catalog content, and store information from a variety of sources.

Infallible – Accounting/HR & Gatekeeper – DD Boards

Reviewing What's New, Previewing What’s Coming and Collecting Your Two Cents County Services Support Staff, Primary Solutions

We'll recap the latest features in Gatekeeper and Infallible, and then look ahead at the 'Roadmap' for future development. Contribute to the discussion! Let us know what enhancements you would like to see.

Advisor – Provider Agencies

Advisor Game Show: The Client is Correct! Advisor Support Team, Primary Solutions

Advisor Users, come on down! You could be the next contestant on this humorous and informative game show that recaps the conference, tests your Advisor knowledge and offers the chance to win some fabulous prizes.

Privatization and Leadership

Customer Service: The Secret Ingredient Jenny Ferguson, Hancock County;

Megan Craun, Sandusky County; and

Mary Thompson-Hufford, Hopewell Industries/LICCO

When every customer is a customer by choice, providing exceptional customer service is crucial for success. We’ll talk about ensuring a quality service experience and satisfying the demands of your customers: persons with disabilities, CBDD, community members and employees.

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Practical & Actionable information for Immediate & Impactful results!

Thursday, August 27 9 am – 5 pmFriday, August 28 9 am – 3 pm Crowne Plaza Columbus North

Registration Now Open Visit www.primarysolutions.net

Hurry! Register before August 1 for Early Bird pricing!

The ONE conference for

your ENTIRE organization:

Business & Management Track

Privatization & Leadership Track

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