Technology & Analytics Institute - Sessions

10:00am - 11:00am EST

Position Control: Your Solution For Operational Excellence & Financial Sustainability

Ensuring that your organization is operating in a financially sustainable manner is more important today than ever before. Learn how the power of Position Control can enable your organization to increase workforce visibility, optimize operations, and maximize resources. We'll explore the steps to success to strategically organize and allocate staff to optimize the financial efficiency of programs and services as we take a live tour the DATIS platform, e3.

10:00am - 1:00pm EST

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar - Sponsored by Remarkable Health

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments. In this session, we will discuss what needs to addressed to ensure your organization is on the path to maximizing your tech investment, including:

How to evaluate new technologies for your organization
Engaging staff in a best practice technology evaluation process
Determining anticipated financial and non-financial return-on-investments for the selected technology
Go or No-Go: Moving beyond pilot to full implementation
Ensuring implementation success

11:00am - 5:00pm EST

The Non-Profit Mergers, Acquisitions, & Affiliations Summit: Collaborations For Sustainability In The Next Normal

Executive Summit

No issue is more top-of-mind for executives of health and human service organizations than figuring out the strategic implications of the unstoppable flow of mergers and acquisitions announcements. Every day there is a new headline announcing a new partnership, leaving executives to consider their market position and ask new strategic questions: Do any of these affiliations create a “super competitor” that will be more attractive to our current consumers? Do any take away our current contracts with payers or health plans? Do any provide services “for less,” depressing our market rates and reducing our bottom line?

These are relatively simple questions, but the answers are quite nuanced—and, they vary by market, service, consumer type, payer, and geography. The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit is designed provide non-profit provider organizations the tools they need to build a successful partnership strategy and overcome the challenges of making mergers and acquisitions work. This year, our focus is on understanding how different types of collaborations can provide different benefits and challenges for organizations—and helping executives to determine which opportunity is the best fit for their organization.

During this one-day experiential summit, we will hear case study presentations from non-profit provider organizations who have participated in a merger, acquisition, or affiliation in different formats. From mergers driven by the desire to increase market share, to affiliation models—each of these case study presentations will review the "ups and downs" of the process and offer strategic advice for organizations exploring the same path. Don’t miss this exclusive opportunity to hear directly from the organizations leading the way in non-profit partnerships, network with organizations looking for collaboration opportunities, and learn best practices in the merger, acquisition, or affiliation process.

Agenda:

11:00am – 11:30am: The Changing Face of Mergers, Acquisitions, & Affiliations in The Non-Profit Health & Human Service Market

The Health Care MA&A Market Overview
The Many Models Of MA&A
The Strategy Decisions Driving MA&A

Opening Plenary Speakers:
- Monica Oss, Chief Executive Officer, OPEN MINDS
- David Guth, Chief Executive Officer, Centerstone

11:30am – 12:30pm:

Sometimes it is necessary to swivel to Plan B. This presentation will focus on the challenges associated with four organizations seeking a merger, but took the route of an affiliation. Our speaker will identify the pros and cons of an affiliation and identify the challenges associated with switching from a merger to an affiliation. Complexities of blending different organizational cultures, the grieving process and progress in spite of obstacles will be identified. The personal impact on the leaders will be discussed, some of the biggest surprises, as well as, what we know now that we wish we had known at the beginning.

Speaker: Laura H. Tyler, PhD, LPC, Chief Executive Officer, Arisa Health

12:30pm – 12:45pm:

12:45pm – 1:45pm:

Since 2017, Missouri-based Burrell Behavioral Health has completed a number of mergers, acquisitions and affiliations, each unique in structure and mission-driven intent. In this session, Burrell President & CEO C.J. Davis and COO Adam Andreassen will present the “why” behind these efforts and what they mean for Burrell as an organization – and the Community Mental Health industry as a whole – during a time when scale and flexibility have never been more important.

Speakers:
- C.J. Davis, MS, Psy.D., President & CEO, Burrell Behavioral Health
- Adam Andreassen, Psy.D., Chief Operating Officer, Burrell Behavioral Health

1:45pm – 2:45pm:

Real Life. Real Possibilities

Speakers:
- Linda Timmons, President and Chief Executive Officer, Mosaic
- Mike Lyons, General Counsel, Mosaic

2:45pm – 3:00pm:

3:00pm – 4:00pm

Dr. DiFabio will explain how three organizations merged to create Acenda Integrated Health. In doing so, he will discuss the importance of a strategically engaged board and a strong, yet agile executive roadmap. Participants will gain an understanding the key internal and external drivers that led to this merger as well as the successes, obstacles and lessons learned throughout the process.

Speaker: Anthony DiFabio, Psy.D., President & CEO, Acenda Health

4:00pm – 5:00pm:

Executive Roundtable featuring all presenters

Adam Andreassen, Psy.D. Chief Operating Officer, Burrell Behavioral Health
Anthony DiFabio, Psy.D. President & CEO, Acenda Health
C.J. Davis, MS, Psy.D. President & CEO, Burrell Behavioral Health
David C. Guth, JR Chief Executive Officer, Centerstone
Linda Timmons President & Chief Executive Officer, Mosaic
Mike Lyons General Counsel, Mosaic
Laura H. Tyler, Ph.D., LPC President and Chief Executive Officer, Ozark Guidance
Ken Carr Senior Associate, OPEN MINDS
Monica E. Oss Chief Executive Officer, OPEN MINDS

1:30pm - 2:30pm EST

Virtual Care Is So Much More Than Just Telehealth - Embracing All The Tools Of The Digital Care Environment

Product Demonstration - Sponsored By Sigmund Software

There have never been more software tools at your disposal to deliver seamless, comprehensive virtual care. Telehealth has gotten all the attention recently as the revolutionary remote treatment solution, but there is so much more technology to leverage in our new reality. Is your EHR capable of supporting the full continuum of care remotely? Can you deliver quality care entirely from a tablet or mobile device? If not, your solution risks becoming outdated, if it isn’t already. These are the questions providers have to begin asking themselves - not only to provide excellent treatment now, but to ensure that they can adapt to the next inevitable industry developments. We’ll explore the full spectrum of virtual care functionality in a modern EHR environment.

1:30pm - 4:30pm EST

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting, & Optimization

Executive Seminar - Sponsored by Qualifacts + Credible

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to involve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism - the technology infrastructure needed by provider organizations has changed and that has changed the role of the EHR and forced EHRs to evolve to keep up with the pace of change in the market. For most executives, the EHR is a major investment - and choosing the right system (or keeping the wrong system) can make or break any organization. This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or your current EHR isn’t delivering the functionality you need to be sustainable in a changing market. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

A best practice model for assessing the tech functionality your organization needs for future success
Steps for vetting vendors and their products and services
Budgeting for EHR software and implementation
Ensuring best value and performance in contract negotiating

11:30am - 12:00pm EST

Welcome & Announcement Of The Results From The Tech-Enabled Provider Organization: The 2020 OPEN MINDS Health & Human Services Technology Survey

Introduction & Survey Results - Sponsored By Qualifacts + Credible

As the health and human services market shifts to value-based reimbursement with a focus on cost and quality, specialty provider organizations will need to adopt new technologies to survive. Increasingly there is a need for population health management, data exchange, and clinical decision support tools. For executives, linking technology investment to strategy is essential to success – performance, competitive advantage, and sustainability. OPEN MINDS surveyed specialty provider organizations in the health and human services to determine where they are on the road to technology adoption. The survey provides information on:

Technology adoption by market and organizational size
The number of full-time IT employees by market and organizational size
The size of IT budgets by market and organizational size
Trends in technology adoption by market and organizational size

A free copy of The Tech-Enabled Provider Organization: The 2020 OPEN MINDS Health & Human Service Technology Survey is available to all readers due to the generous sponsorship of Credible.

12:00pm - 1:00pm EST

The Future Of Artificial Intelligence & Where It Intersects With Clinical Decision Support

Keynote Address

The tech giants—Amazon, Apple, Facebook, Google, and Microsoft—are all pushing into the health care sector with a wide array of applications that rely on Artificial Intelligence (AI). As a recognized leader in AI platforms for the health care information technology sector, Dr. McGrow will share several Microsoft’s AI-driven solutions for health and human service organizations that are in the application phase. She will discuss how Microsoft is advancing the Quadruple Aim—better health, better care, lower cost, and improved productivity—with capabilities from personalized care to care team collaboration, to remote patient monitoring, to operational analytics. Dr. McGrow will highlight the opportunities—and challenges—for provider organizations to use AI right now to up their game in four key areas: data-driven management, remote patient monitoring, operational efficiencies, and improving the consumer experience.

1:00pm - 1:30pm EST

Netsmart Customer Interview With Kelsey Silver, LMFT, Director Of Quality & Information At Outreach

Customer Interview - Sponsored By Netsmart

1:30pm - 2:30pm EST

Thought Leader Discussion With Kathleen McGrow, DNP, MS, RN, PMP, Chief Nursing Information Officer, Microsoft, US Health & Health Life Science Team

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker, Kathleen McGrow, DNP, MS, RN, PMP, Chief Nursing Information Officer, Microsoft, US Health & Health Life Science Team. This is a great time to ask questions and continue the conversation with our keynote presenter.

1:30pm - 2:30pm EST

Are You A Tech Savvy CEO?

Best Practice "How-To"

Executive Track

To maintain a competitive edge in today's environment innovation must be prioritized and, in most instances, this translates to some type of technology. CEOs don't necessarily have to know what goes into building or coding technology, but they should have their pulse on how technology is impacting their organization and have an understanding of the capabilities, applications, and the potential of emerging technologies. In this session, Paul Duck, Senior Associate, OPEN MINDS will provide attendees with the tools needed to becoming an effective tech savvy CEO!

1:30pm - 2:30pm EST

From Strategic Plan To Tech Strategy: Building Your Crosswalk

Best Practice "How-To"

Executive Track

Every day a new tech development is announced. Policymakers, consumers, and even service provider organizations all have a clear blueprint for what the future state of technology looks like – instantly accessible consumer histories, e-health on every platform, and big-data driven personalized medicine. With of all the promise surrounding these new developments, how do executive teams prioritize their technology investments and make the best strategic decisions for their organizations? In this session, we will cover the key steps needed to build your crosswalk from a strategic plan to an IT plan including:

Best practice tech strategy development
The scope of the IT plan and how to write the plan
Factors to consider when developing a tech strategy

1:30pm - 2:30pm EST

Using Mobile Technology To Simplify DSP Documentation In Residential & Community Settings

Product Demonstration - Sponsored By Welligent

Join Welligent’s Rich Daly as he walks attendees through a workflow-based overview of how DSPs can use the Welligent mobile EHR application – Welligent Express – to simplify the client documentation process in residential and community-based programs. From mobile scheduling, treatment plan updates and progress notes, to supervisory approval, learn how others in the industry use a truly mobile application to access information in the field and provide high-quality service to clients.

3:00pm - 4:00pm EST

A Debate On The Impact Of Direct Care Technology

Point Counterpoint

Executive Track

As technology innovations gain traction in direct care, can they replace the value of personal connections and hands-on support? Will they facilitate, replace, or enhance direct care? Join OPEN MINDS senior staff to hear both sides of this debate and come prepared to voice your opinion!

3:00pm - 4:00pm EST

What Staff Do You Need To Lead Technology In Today's World?

Executive Roundtable

Technology Track

Today’s IT staff needs to meet the growing and increasingly complex demands of an organization-from operations, to innovation to security. Being an expert in everything is impossible. Organizations need a well-rounded team of IT professionals who can strategically support technology to carry out their vision. But how do you know which IT roles you need to thrive and be competitive? Join our panel of Executives who will share their insights on staffing and the qualifications needed to successfully lead an organization’s technology initiatives.

3:00pm - 4:00pm EST

Does Your Organization Have The Right Technology To Be Successful With Value-Based Reimbursement?

Topical Case Study

Technology Track

Organizations who want to position themselves to be successful with value-based reimbursement need to identify ways to leverage technology to capture and analyze data to create a culture where staff use metrics to drive consistent, high-quality results. No matter where you are on the path to value, effectively using technology will help to quantify and demonstrate value and ensure patients are receiving quality care.

This session will focus on:

Selecting the right technology to drive performance
Data-driven performance management
Case study presentations from organizations who have developed a technology infrastructure to support VBR

4:30pm - 5:30pm EST

The Payer Perspective: An OPEN MINDS Forum On Connectivity Between Payers & Providers

Executive Roundtable

The health and human service market is steadily moving toward reimbursement based on some measure of performance or value. To make these value-based relationships work, both health plans and provider organizations need real-time electronic data exchange to optimize performance. But there are challenges in making this happen. In this forum, our expert panel of health plan executives will share their experiences in making data exchanges work and will offer advice to organizations in how to leverage connectivity to build a true partnership for better consumer care.

5:00pm - 8:00pm EST

Technology Strategy For The Next Normal: An Executive Seminar

Executive Seminar

8:00pm - 9:00pm EST

Onsite Outdoor Networking Reception

For onsite attendees only

Wrap up the day with socially distanced networking by the pool. Enjoy a beverage and hors d'oeuvres while catching up with colleagues and discussing the day’s events.

12:00pm - 1:00pm EST

Digital Therapeutics For Behavioral Health: Anytime/Anywhere Health Care

Keynote Address

Digital therapeutics deliver evidence-based therapeutic interventions to prevent, manage, or treat a broad spectrum of physical, mental, and behavioral conditions. They deliver clinical interventions without a clinical professional using sophisticated software, usually served up to consumers through an app and can address the workforce shortage, improving clinical outcomes, and increasing access to treatment. In her keynote address, Dr, Marsch will provide an inside look at the current and future potential for digital therapeutics in specialty provider organizations and the added value they provide for all stakeholders.

1:00pm - 1:30pm EST

C-Suite Conversation With Danielle Ross, vCIO, Netsmart

C-Suite Conversation - Sponsored By Netsmart

1:30pm - 2:30pm EST

Qualifacts + Credible The21st Century Cures Act & Information Blocking: What It Is & What It Means To Persons Served, Providers & HIT Vendors

Product Demonstration - Sponsored by Qualifacts + Credible

This 1-hour session will include a recorded presentation and live Q&A with the presenters, Qualifacts + Credible’s Rachel Clemens, Vice President of Solutions Consulting and Mary Givens, Senior Compliance Manager at the conclusion of the presentation.

When passed in 2016, The 21st Century Cures Act included Section 4004, specifying certain practices that could constitute information blocking. Last year, in May 2020, the ONC released its Final Rule for 21st Century Cures.

This presentation will:

Define what the 21st Century Cures Act means for persons served, providers and vendors
Review applicable timelines information blocking goes into effect
Define information blocking for Providers and discuss what data must be available
Review the facts and misconceptions
Demonstrate how Credible and CareLogic manage data access

1:30pm - 2:30pm EST

Thought Leader Discussion With Lisa Marsch, Ph.D., Director Of The Center For Technology & Behavioral Health, Dartmouth College

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker, Lisa Marsch, Ph.D., Professor Of Psychiatry, Center For Technology & Behavioral Health, Geisel School Of Medicine At Dartmouth College. This is a great time to ask questions and continue the conversation with our keynote presenter.

1:30pm - 2:30pm EST

Evaluating The ROI On New Era Technologies Transforming The Delivery System

Best Practice "How-To"

Executive Track

Technology a big investment and choosing the right technology can make or break any organization. Making the right choice to gain a return on investment, financially and operationally, requires a thorough understanding of an organization’s goals, a clear budget and timeline, and a detailed action plan.

In this "how-to” session will cover:

Factors that will affect the ROI
Applying best practices in technology selection & budgeting
Determining the ROI-financially and operationally

1:30pm - 2:30pm EST

Interoperability & Data Sharing: Expanding Access To Health Information

Best Practice "How To"

Technology Track

Most organizations have the ability to share consumer health information in some capacity, but what data is shared, how data is exchanged, who the data is exchanged with, and the ability to interpret this data for care coordination or for population health management varies widely. Whether you are partnering with primary care to develop a new integrated model of care, joining an accountable care organization, operating a health home or medical home, managing care coordination services with a health plan, or preparing to comply with the CMS proposed rule for consumer data sharing, your executive team should be planning how your organization will share data within the care network.

In this session, Sharon Hicks, senior associate with OPEN MINDS will discuss:

Differences between Foundational Interoperability, Structural Interoperability, and Semantic Interoperability
The promise of Interoperability versus the outcomes to date
Steps your organization should be taking to make a useful interoperability plan
Determining your organization’s stance on consumerism and health professional led interoperability
Technical issues versus data issues of interoperability

1:30pm - 2:30pm EST

Integrating Workflows & Technology To Meet Multiple Market Demands

Knowledge Partner - Sponsored By Streamline Healthcare Solutions

To grow as a behavioral health care provider, an organization must be able to take advantage of new revenue streams such as CCBHC, FQHC's, and Health Homes. Adapting to these new lines of business, and maintaining current operations, may require an organization to deploy several different organizational models. Additionally, it’s important to ensure your electronic health record is set up for success and does not vary staff workflows across service lines. Join us for a discussion on how one particular organization has strategically tackled these challenges and maintained consistency across their different service models with the help of their electronic health record.

Learn the key factors necessary to successfully adapt to multiple funding models.
How to approach workflow designs and the use of technology to reduce variances across business models.
How to leverage similarities across different revenue streams to reduce overhead and administrative costs while maintaining quality reporting and outcomes.

3:00pm - 4:00pm EST

Making Telehealth Profitable

Best Practice "How To"

Executive Track

The COVID-19 pandemic created a dramatic surge in telehealth utilization. A May 2020 report by McKinsey and Company suggests U.S. telehealth spending could increase from $3 billion to $250 billion per year. Many health care leaders now view telehealth as a viable strategy for improving patient access, reducing costs, raising patient satisfaction, and potentially improving patient outcomes. But establishing a profitable telehealth model will require careful thought and planning. The recent telehealth surge was fueled by payment equity during COVID-19, however the payment outlook for the future is unclear. In this session, we will focus on the economic and operational drivers that will contribute to the future success of a telehealth program.

3:00pm - 4:00pm EST

How To Become A Data Driven Organization

Topical Case Study

Executive Track

Successful performance requires an organization to be data-driven. A data culture is not only about collecting data, but involves utilizing the data in a meaningful way to move your organization forward. How your organization manages data and how data manages your organization is more important than ever in today’s environment.

This session will focus on:

The key elements needed to for a data-driven culture
The OPEN MINDS model for becoming a data-driven organization
Case study presentations from data-driven organizations

3:00pm - 4:00pm EST

Optimizing Clinical Decision Making With Technology

Topical Case Study

Technology Track

Clinical decision making is quickly becoming essential for providers. As the volume of available data increases alongside of the responsibility to deliver value-based care, technology is key to optimizing the collection and use of data. Clinical decision support can include any health IT system, workflow, or process intended to deliver the right information , to the right people , in the right intervention formats and at the right points in workflow. This may sound simple enough, but it is a challenge.

This session will focus on:

Optimizing the use your EHR’s data
Implementing clinical decision tools
Case studies presentation from organizations utilizing technology for decision support

4:30pm - 5:30pm EST

Forecasting The Future Of Behavioral Health Care Shaped By Technology

Keynote Address

As we move to more “patient-centric” health, payers demanding greater value, better outcomes, and lower costs—and consumers expecting a seamless experience—technology will be a key part of an organization’s move-forward strategy. Specialty provider organizations will need to re-think their technology initiatives to deliver solutions to meet these demands and the challenges of the “next normal.” Monica E. Oss will discuss how executive teams can prepare for the future of behavioral health delivery models driven by technology, review the key take aways from the institute, and share her perspective on the future of technology innovation in the health and human service market.

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Welcome !

Position Control: Your Solution For Operational Excellence & Financial Sustainability

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

The Non-Profit Mergers, Acquisitions, & Affiliations Summit: Collaborations For Sustainability In The Next Normal

Agenda:

Virtual Care Is So Much More Than Just Telehealth - Embracing All The Tools Of The Digital Care Environment

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting, & Optimization

Welcome & Announcement Of The Results From The Tech-Enabled Provider Organization: The 2020 OPEN MINDS Health & Human Services Technology Survey

The Future Of Artificial Intelligence & Where It Intersects With Clinical Decision Support

Netsmart Customer Interview With Kelsey Silver, LMFT, Director Of Quality & Information At Outreach

Thought Leader Discussion With Kathleen McGrow, DNP, MS, RN, PMP, Chief Nursing Information Officer, Microsoft, US Health & Health Life Science Team

Are You A Tech Savvy CEO?

From Strategic Plan To Tech Strategy: Building Your Crosswalk

Using Mobile Technology To Simplify DSP Documentation In Residential & Community Settings

A Debate On The Impact Of Direct Care Technology

What Staff Do You Need To Lead Technology In Today's World?

Does Your Organization Have The Right Technology To Be Successful With Value-Based Reimbursement?

The Payer Perspective: An OPEN MINDS Forum On Connectivity Between Payers & Providers

Technology Strategy For The Next Normal: An Executive Seminar

Onsite Outdoor Networking Reception

Digital Therapeutics For Behavioral Health: Anytime/Anywhere Health Care

C-Suite Conversation With Danielle Ross, vCIO, Netsmart

Qualifacts + Credible The21st Century Cures Act & Information Blocking: What It Is & What It Means To Persons Served, Providers & HIT Vendors

Thought Leader Discussion With Lisa Marsch, Ph.D., Director Of The Center For Technology & Behavioral Health, Dartmouth College

Evaluating The ROI On New Era Technologies Transforming The Delivery System

Interoperability & Data Sharing: Expanding Access To Health Information

Integrating Workflows & Technology To Meet Multiple Market Demands

Making Telehealth Profitable

How To Become A Data Driven Organization

Optimizing Clinical Decision Making With Technology

Forecasting The Future Of Behavioral Health Care Shaped By Technology

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