Schedule 2018 NDEDIC SUMMIT. Monday, April 30, Tuesday May 1, 2018

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1 Schedule Monday, April 30, :00 a.m. - 5:00 p.m. Registration Open 12:00 p.m. 3:00 p.m. NDEDIC Board of Trustees Board Meeting (Invitation Only) Education Tracks Technology Track Business Process Track 3:00 p.m. - 4:30 p.m. 6:30 p.m. - 8:00 p.m. EDI 101 Opening Reception Task Force Round Tables Tuesday May 1, :30 a.m. - 7:00 a.m. 7:00 a.m. - 4:30 p.m. Registration 7:00 a.m. - 8:00 a.m. Breakfast 8:00 a.m. - 8:15 a.m. Welcome Address "Dental Dash" Start your morning with a walk or jog- We will give you the starting point and water bottles will be provided 8:15 a.m. 10:00 a.m. Keynote Presentation with Joel Zeff! 10:00 a.m. - 10:30 a.m. Exhibitor Break 10:30 a.m. 11:30 a.m. NDEDIC News Center! 11:30 a.m. 12:00 p.m. Phone Home Break 12:00 p.m. - 1:30 p.m. Lunch & Awards Presentation Education Tracks Technology Track Business Process Track 1:30 p.m. 3:00 p.m. 3:00 p.m. 3:30 p.m. EDI 201 Exhibitor Break Overview of CAQH Index and Value of CAQH CORE Operating Rules to Dental Industry 3:30 p.m. 5:00 p.m. Workgroup 1 - Eligibility and Benefits 6:30 p.m. - 8:30 p.m. A Night in Austin a Taste of Texas Wednesday May 2, 2017

2 8:00 a.m.- 2:00 p.m. Registration 7:30 a.m. - 8:30 a.m. Breakfast Education Tracks Technology Track Business Process Track Workgroup 2 - Remittance / CARCS & 8:30 a.m. 10:00 a.m. RARCS Practice Management Systems 10:00 a.m. - 10:30 a.m. Exhibitor Break 10:30 a.m. 12:00 p.m. Top 10 OCR Audit Compliance Issues Credentialing You can t go it alone! 11:30 a.m. - 12:00 p.m. Exhibitor Break 12:00 p.m. - 1:30 p.m. Networking Lunch Exhibitor Drawings 1:30 p.m. - 3:00 p.m. What are your Plans when a Data Breach Occurs? Are You Ready? 3:30 p.m. - 4:00 p.m. Closing Ceremony Grand Prize Drawing- Must be present to win 5:00 p.m. - 7:00 p.m. Optional: Post-Conference Networking Event TBD Every effort will be made to maintain presentations and speakers as represented. However, unforeseen circumstances may result in substitution of a presentation topic and or speaker. The National Dental EDI Council s annual EDI Summit is an educational program designed to provide attendees with both information as well as expert opinion on various issues within the dental EDI industry. With the exception of our keynote presentation, our presenters do not receive compensation from NDEDIC, nor are their presentations entirely edited for content. All presentations, unless otherwise noted, represent the opinion of the speakers and not the opinion or position of the National Dental EDI Council, its members, companies represented by its members, Trustees, or Executive Director. All presentations are for educational purposes only and are not intended to direct or influence the attendees.

3 EDI 101 Payers, Clearinghouses, Dental Office Providers, and Practice Management Systems Monday May 1, :00 p.m.-4:00 p.m. Here is your opportunity to: Learn about dental EDI (electronic claims, eligibility verification, and more) and how they can: Accelerate claims reimbursement Reduce claims submission time Eliminate paper claims Ask questions directly to plan representatives (payers) Ask questions directly to practice management software representatives Ask questions directly to clearinghouse representatives Electronic Claims transactions represents represent Win-Win Solution for everyone involved! Presenters: Eric Kirnbauer has been part of Tesia Clearinghouse, LLC since its inception as Paperless Claims, Inc (PCI) in During Eric s tenure at Tesia Clearinghouse, LLC, the company has achieved numerous notable milestones, including attaining five (5) consecutive EHNAC ( accreditations and the processing of more than 100 million dental claims. He is also involved in WEDI, X12, HL7, NADP industry groups. In his free time, Eric enjoys hiking. Damon Dunsmore is the Manager of EDI and Integrations at Benevis Practice Management Services in Atlanta, GA. He has been working in Healthcare EDI since Damon served as the co-chair of the 2011 and 2012 NDEDIC Summit Committees, and served as a Trustee on the NDEDIC Board of Trustees from 2013 to He was honored as the NDEDIC Volunteer of the Year in 2011 and 2012, earned the Chairman's Award in 2015, and was a finalist for Volunteer of the Year and the Benjamin D. Ward Award in He is an active member in his community, spending his time mentoring high school students teaching programming in the FIRST robotics program EDI 101 Sponsored By: of Arizona

4 Hackers HIPAA and Hype: Understanding Data Safety and Patient Confidentiality Tuesday May 2, :00a.m.-10:30 a.m. As professionals, we have a moral and a legal obligation to protect patient confidentiality. Data security is important not only because it is the right thing to do but also because people will refuse to use electronic data exchange if they do not believe it is safe. Every day we hear news of another major data breach. EDI will cease to function if people are afraid to use it. HIPAA compliance consists largely of having the right forms and signatures. On the other hand, there are important real world measures dentists should be taking beyond the paperwork that can make an actual difference in patient data security. The EDI community has an opportunity to create partnerships and educational programs that will help dentists keep patient data secure, improve the security of all the EDI stakeholders and assure the public that their highly sensitive personal data is secure. This is an entertaining, must see presentation from Dr. Larry Emmott, the nation s leading high tech dentist. Presenter: Dr. Larry Emmott is one of the most entertaining speakers in dentistry He is considered the leading dental high tech authority in the country with over thirty years of experience as a practicing general dentist. His high-energy programs provide the tools needed to make wise technological decisions, saving time and thousands of dollars. CAQH CORE Metrics and 2017 Update CAQH Index : A Report of Industry Progress towards Adoption of Electronic Transactions and Cost Savings Tuesday, May 2, :00 a.m.- 12:00 p.m. The CAQH Index tracks and reports progress by the healthcare industry in its ongoing transition from manual to electronic administrative transactions. The CAQH Index collected and analyzed more than 5.4 billion transactions to estimate the U.S. healthcare system industry could save more than $9.4 billion each year by continuing the shift from manual to electronic administrative transactions. This presentation will provide an overview of CAQH Explorations and CAQH Index, and present key findings from most recent report, including adoption rates for dental electronic transactions as well as cost estimates of transactions for dental providers and plans. Attendees will learn about potential cost savings for the U.S. healthcare system by switching from manual to electronic administrative transactions as well as how to participate in future CAQH Index efforts. Presenter: Reid Kiser, MS Interim Director, CAQH Explorations Reid is the founder and chief consultant of Kiser Healthcare Solutions, LLC. As a former employee of CAQH, Reid managed the transition of the U.S. Healthcare Efficiency Index to CAQH in 2012, and contributed to strategic planning for the Index as part of CAQH s portfolio of initiatives. Reid received a BS in Biochemistry and Biophysics from the University of Houston and an MS in Evaluative Clinical Sciences from Dartmouth.

5 Curious on how to bridge the gap of your revenue cycle management processes? Tuesday May 2, :30 p.m. - 2:30 p.m. Learn how vendor software can provide specialized treasury solutions to streamline and enhance provider access to reconcile payment and remittance data through automation. RMS, will facilitate a discussion by bringing together financial institutions and healthcare professionals to provide industry insights to NDEDIC members by providing an overview of the value and role financial institutions play in healthcare. Come prepared with your questions on how your practice/company can benefit from automating payer and banking processes. Moderator: Paul S. Cohen has been working in the healthcare industry for over 35 years. In 1987, Paul was one of three Aetna people chosen to work with an outside vendor to help increase Aetna's EDI percentages. The opportunity was so successful, a full-time position was created for him. Paul spent his last 7 Aetna years focused on various EDI initiatives. Mr. Cohen has successfully focused his energies on marketing technologies that automate many of the labor intensive, administrative tasks of healthcare. Mr. Cohen has helped pioneer revenue cycle management (RCM) with banks, insurance payers and many other healthcare stakeholders. Mr. Cohen helps banks understand the critical role they can play in healthcare, while at the same time helping the bank create a healthcare vertical that generates new and additional revenues. Mr. Cohen is a recognized subject matter expert on RCM and has spoken at a number of national healthcare conferences. He attributes a lot of his success to the belief that, If you are not servicing the customer, you better be working with someone who is." Mr. Cohen is a graduate of Loyola University, Chicago, IL. Panelists: Jim Moynihan, FHFMA, CTP Senior Vice President Technical Sales Consultant U.S. Bank, Global Treasury Management Amy Rinard Manager of Healthcare Payments AVP, CPC Commerce Bank Art Schoen Managing Director, Insurance Operations Aspen Dental Management, Inc. Jason Koch Director of Product Revenue Management Solutions

6 Workgroup 1 - Eligibility and Benefits & NDEDIC Guide Tuesday May 2, :30 p.m.-4:30 p.m. Through a consensus building process, join us to tackle the challenges of providing complete and meaningful eligibility and benefit information to providers and consumers. Be part of the solution process by bringing your subject matter expertise and creative ideas to promote the adoption of electronic eligibility and benefits inquiry processing through the use of the X /00271 transactions. Meet with your peers and colleagues to formulate the recommended enhancements to the NDEDIC Top Dental Eligibility and Benefits Questions Response Guide for its new release in Among the topics of interest this year are the use of service type codes supporting the benefit breakdowns and financial accumulators to provide meaningful dental healthcare coverage information to the dental providers and their patients. Facilitators: Leah Blakeman is an IT Project Manager with Aspen Dental Management, Inc. She has over 20 years in dental industry experience. She has led various projects to automate and streamline business processes and procedures for dental offices nationwide, including automation implementations of both 270/271 and 835 transactions. She has been an NDEDIC member for 5 years and has served on various committees and task groups during her service. She is currently the co-chair of Workgroup 1 (Eligibility and Benefits). Connor Carragher currently serves as Manager of External Standards and Regulatory Compliance at Delta Dental Plans Association. He advocates for greater utilization of electronic data interchange by attending various external standards industry groups and working internally on brand-specific information technology initiatives. He also ensures that security and privacy policies have covered the requirements of applicable HIPAA regulations. Connor has prior experience in both the public and private sectors, and has a passion for exploring the intersection of healthcare technology and the law. He has a Bachelor of Science (B.S.) in Diplomacy and International Relations from Seton Hall University in South Orange, New Jersey.

7 CAQH CORE Dental Certification-CAQH CORE Session Title: Voluntary CORE Certification: The Industry is Moving Forward! Wednesday May 3, :30a.m.- 10:30 a.m. The dental industry has a critical need to electronically share large quantities of data quickly and accurately and so requires technical standards and common business practices to simplify this data sharing among dental plans, providers and vendors. Industry-driven CAQH CORE Operating Rules support standards, and specify the business actions each party must adhere to in order for the 12 HIPAA transactions covered by the operating rules to occur smoothly and reliably thus improving the revenue cycle. Not only does CAQH CORE develop operating rules, it also offers a voluntary certification program so organizations can demonstrate they have adopted and are adhering to those rules. Presenter: Taha Anjarwalla is Manager, Certification for the CAQH Committee of the Operating Rule for Information Exchange (CORE). Taha oversees the CORE Certification process, which was designed to demonstrate and track adoption of the CORE rules, supports the CORE Rule development process, and aids with CORE s industry education and outreach. Prior to joining CAQH CORE, Taha served as the Director of Risk Management and Performance Improvement for Northlake Behavioral Health System, overseeing quality, compliance, and patient safety initiatives. Benefits of Life of a Dental Claim and Electronic Payment Wednesday May2, :30 a.m.- 11:30 a.m. Life of a Claim will take you on an exciting journey following a dental claim en route to its payment process and automatic posting. Follow the EDI 837 electronic claim as it makes its way from the provider's office, to the clearinghouse, to the payer, and back again. Learn the benefits of an EDI 835 remittance advice and what it can do for your office. Find out what is required in order to receive an EDI 835 ERA. Hear from our panelists who represent a practice management vendor, a clearinghouse, and a payer, as they share their roles in the claim payment process. Presenters: Jim Schecklman is a programmer analyst with a specialization in EDI at Delta Dental of Wisconsin, where he began in He was instrumental in Delta Dental s full EDI implementation in Currently he uses his healthcare EDI experience to develop and maintain Delta Dental s real-time and batch EDI transactions, consisting of claims processing, eligibility and enrollment, electronic remittance advice, group premiums, benefit inquiries, and claims status. He has been working with EDI since 1991 and been a member of NDEDIC since 2011.

8 Life of a Claim Presenters (Cont.) Terry Higgins is the Director of Professional Services at Delta Dental of Wisconsin. She joined Delta Dental in 1996 and has grown up with electronic services as they have developed in the industry. She and her teams have been instrumental in moving many Wisconsin dental offices from paper processes to much more efficient electronic services, saving time and money for both the offices and Delta Dental. Terry works closely with Jim Schecklman and the Delta Dental Information Technology team to develop and improve electronic solutions that make good business sense. Terry has been involved with NDEDIC since Kathleen Noll, is currently the Vice President of Dental Operations and Solutions at QSI NextGen Healthcare. Kathleen joined QSI NextGen Healthcare in She has served in various roles during her successful career and has remained consistently dedicated to the evolution and adoption of healthcare information technology. Kathleen is responsible for the dental solutions portfolio, including strategic planning, product management and operational excellence. In prior roles, Kathleen was responsible for the development of the organizations electronic data interchange (EDI) solutions. Kathleen has been an active volunteer/member of NDEDIC for ten years and is a former Eric Kirnbauer has been part of Tesia Clearinghouse, LLC since its inception as Paperless Claims, Inc (PCI) in During Eric s tenure at Tesia Clearinghouse, LLC, the company has achieved numerous notable milestones, including attaining five (5) consecutive EHNAC ( accreditations and the processing of more than 100 million dental claims. He is also involved in WEDI, X12, HL7, NADP industry groups. In his free time, Eric enjoys hiking. Art Schoen

9 Workgroup 2 - Remittance / CARCS & RARCS Wednesday May 3, :30 p.m. - 3:30 p.m. Many provider groups have issues automatically posting ERA data because the HIPAA codes are not detailed enough to allow processing without asking payers for more detail. This session will focus on the review of the most commonly used codes Claim Adjustment Reason Codes (CARCs) and Remittance Advice Reason Codes (RARCs) combinations used. The participants will determine if the codes are used appropriately by payers during ERA generation and, if used correctly, are more detailed codes needed to help the provider s post with more accuracy. Additional time will be available for participants to discuss other ERA related topics. Facilitator: Thomas Mort, Director of Product Integration at EDI-Health Group/ DentalXChange.com focuses on bringing transactions between dental providers and payers into the electronic realm. Tom participates in NDEDIC and the Uniting the Industry Forum trying to "raise the bar" on the quality and usefulness of these transactions.

10 2017 Platinum Sponsor 2017 Gold Sponsors 2017 Bronze Sponsor 2017 Dental Dash Sponsorship Delta Dental of California

11 2017 Platinum Exhibitor 2017 Silver Exhibitor 2017 Bronze Exhibitor 2017 Exhibitors

12 2017 Award Recipients 2017 President s Award Connor Carragher currently serves as Manager of External Standards and Regulatory Compliance at Delta Dental Plans Association. He advocates for greater utilization of electronic data interchange by attending various external standards industry groups and working internally on brand-specific information technology initiatives. He also ensures that security and privacy policies have covered the requirements of applicable HIPAA regulations. Connor has prior experience in both the public and private sectors, and has a passion for exploring the intersection of healthcare technology and the law. He has a Bachelor of Science (B.S.) in Diplomacy and International Relations from Seton Hall University in South Orange, New Jersey Benjamin D. Ward Award NDEDIC Transition Team Recognition Christine Ruiz April Rimpley Art Schoen Kathy Jönzzon Scott Wellwood

13 NDEDIC Board of Trustees Kathy Jönzzon President Kim Urso Trustee Christina Ruiz Immediate Past President Scott Wellwood Trustee Art Schoen Treasurer Kathleen Noll Trustee Karen Camp Secretary April Rimpley Trustee Board Nominees: Eric Kirnbauer Cynthia Lester-Moody

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