Choose from 3 tracks, Revenue Management, Contract & Compliance Management and Policy Management.
PRE-CONFERENCE
2018-05-08
Revenue Management
Policy Management
Contract & Compliance Management
DAY 1
2018-05-09
Revenue Management
Policy Management
Contract & Compliance Management
DAY 2
2018-05-10
Revenue Management
Policy Management
Contract & Compliance Management
Revenue Management
Policy Management
Contract & Compliance Management
Revenue Management
Policy Management
Contract & Compliance Management
Revenue Management
Policy Management
Contract & Compliance Management
09:00 - 16:00
UCM Administrator Refresher

Are you a new UCM Administrator?  Or, do you feel you just need a refresh on UCM training?  If so, the UCM Admin Refresher Course is the perfect solution…

Core Competency Topics

9am – 12pm

Customizing Contract Types

  • Explanation and utilization of Contract Types in UCM
  • How to customize Fields and Field Groups
    • The function of Fields, Field Types, Field Groups, and how they are used.
    • Adding & Deleting Fields
    • Adding & Deleting Field Groups
  • Milestones
    • Adding a Milestone Rules
    • Enabling Milestone Notes
  • Creating & Editing Contract Types

1pm – 4 pm

Workflows

  • Explanation and utilization of Workflows in UCM
  • Creating Stages
  • Stage Configuration
    • Setting Assignees
    • Workflow Notes
    • Include in Enterprise Ribbon
    • Assigning Field Groups to a Stage
    • Set Approvals
    • Skip Stage
  • Creating & assigning a workflow to a Contract Type
  • Identifying Bottlenecks with Stage Reports
Mike Nocito
Product Specialist - iContracts
09:00 - 16:00
PolicyStat New Admin Boot Camp

If you or one of your colleagues is new to the role of PolicyStat Administrator, our New Admin Boot Camp will get you up to speed in no time. It’s also a great course for a secondary/backup Admin in the event that your current Administrator’s responsibilities change, or he/she temporarily or permanently vacates the role.

Spend a day with our instructors and receive hands-on training to learn all you need to know to be a successful PolicyStat lead for your organization, including:

Core Competency Topics

Subjects Covered in great detail:

  • Generating Reports
  • Notifications
  • Policy Areas
  • Approval Workflows
  • Acknowledgments
  • Help and Resources
  • UserVoice Feedback: How you use it, how we use it
  • Edit versus Override
  • Retiring (and Un-Retiring) Documents
  • Working with Templates
  • File-Based User Integration, AD Integration, & SSO
  • Tips and Best Practices
 
 
What’s Included?
  • Instructor-led course
  • A network of other PolicyStat Administrators
  • Lunch and refreshments
Mark Boxberger
VP of Client Services - iContracts
Sarah Burtenshaw
Product Manager - iContracts
09:00 - 12:00
Revenue Management Commercial Solutions Course

If you are new to the iContracts Revenue Management Commercial modules, you want to learn more about recent enhancements to iContracts, or you feel a full refresher will step up your user game, this Instructional Course is perfect for you. If you plan on attending Breakthrough, you will walk into Day One of the conference with an expanded knowledge base of how to use iContracts’ Commercial Solutions and have a better understanding of how the Revenue Management modules interact with each other.

Topics Covered
  • Contract core
    • Add, change, delete Customer
    • Add, change, delete Product
    • Add, change, delete Contract
    • Add, change, delete COT
    • Add, change, delete GL Code
    • Briefly go over interfaces and interface history
  • Chargeback Payer
    • Manually adding and uploading a Wholesalers Debit Memo
    • Viewing/Changing a Debit Memo
    • Analyzing and Repairing Chargeback Line Warnings and Errors
    • Reconciling the Debit Memo
    • The overall flow of EDI844, Accounts Receivable, Credit Memo, EDI849
  • Rebate Payer
    • Add, change, delete rebate and go over the different rebate types
    • Learn how to identify correct rebate owners, payees, and mode of purchase
    • Processing a rebate which includes identifying why certain sales were pulled into the rebate calculation
    • Understanding how to load adjustments to rebates
    • Getting expected results from payment files (Accounts Payable and Accounts Receivable)
  • Reporting/Analytics
    • Creating, modifying and deleting reports
    • Saving Sales and Admin Fee reports for frequent use
    • Scheduling reports to run and email automatically to user list
Katie Klingler
Manager of Customer Service - iContracts
13:00 - 16:00
Pharmaceutical Government Pricing Compliance Training

This session is designed for anyone looking to increase their knowledge of Pharmaceutical Manufacturer compliance, as it relates to Government Pricing regulations.  Led by Sarah E. McClure, Director of iContracts Outsourcing Operations, learn how to enhance Government compliance utilizing an automated solution like iContracts. Sarah has over ten years of experience managing government pricing, government program compliance, and commercial contracting.

If you plan to attend Breakthrough 2018 (main conference), you will walk into Day One of the conference with an expanded knowledge base of how to use iContracts’ solutions, the various Government Pricing calculations, and their respective reporting requirements.

 
Topics Covered
  • Government Pricing Overview
  • Key Government Pricing Terms
  • The Prices of a Drug
  • Key Federal Programs – Medicaid, Medicare Parts B and D, VA/FSS, Tricare
  • Government Pricing Compliance and Automation
  • Industry Best Practices
  • Q & A
 
What’s Included?
  • Instructor-led course
  • A network of other iContracts Users
  • Lunch and refreshments 
Sarah McClure
Director, Outsourcing Operations - iContracts
13:00
UCM Administrator Certification
iContracts offered the Universal Contract Manager Administration Certification Course during the spring.  Course participants will meet to take their final exam.  Good luck Admins! 
Carl Leinbach
Senior Product Specialist, iContracts
09:00 - 09:30
iContracts Welcome

The conference kicks off with iContracts’ CEO, Leigh Powell, providing a glimpse of select current and future product innovations, delivering a company update, and recognizing the successes and contributions of our valued clients.

Leigh Powell
CEO - iContracts
09:00 - 09:30
iContracts Welcome

The conference kicks off with iContracts CEO, Leigh Powell, providing a glimpse of select current and future product innovations, delivering a company update, and recognizing the success and contributions of our valued clients.

Leigh Powell
CEO - iContracts
09:00 - 09:30
iContracts Welcome

The conference kicks off with iContracts’ CEO, Leigh Powell, providing a glimpse of select current and future product innovations, delivering a company update, and recognizing the successes and contributions of our valued clients.

Leigh Powell
CEO - iContracts
09:40 - 10:20
PolicyStat Intro & What’s New

For the first time, the iContracts Breakthrough Conference includes a policy management track. While you’re getting settled, meet our team, get ready to learn, and hear updates from PolicyStat General Manager Mark Boxberger.

Mark Boxberger
VP of Client Services - iContracts
Phil Havlik
Learning Center/Support Team Manager - iContracts
09:40 - 10:20
Case Study I

Session details coming soon…

Cynthia Fuhrer
Operations Project Manager - Presbyterian Senior Living
09:40 - 10:20
IT Product Roadmap

This session will review new technology, features, and performance improvements introduced in the past year. Technology highlights will include demos of the new GTN platform, GP Forecasting, New Product Launch, and 340B service. The development roadmap for 2018 will be presented along with planned release dates. 

Manoj Kumar
VP/Head of Product Development - iContracts
Abhinav Kant
Software Developer - iContracts
Dhruv Ranjan
Software Developer - iContracts
10:30 - 11:10
Survey Readiness

Dianne DeFrancesco, Manager of System Policies and Procedures at Piedmont Healthcare, will discuss survey readiness. Surveys are a stressful and challenging part of policy management, and Dianne will present tips and best practices on how to be prepared year-round. Her recommendations will be useful for anyone who has a regulatory body to answer to.

Dianne DeFrancesco
Manager of System Policies and Procedures - Piedmont Healthcare
10:30 - 11:10
Chargebacks Best Practices

In this session, we will review the Chargeback Payer module and discuss Best Practices for processing your 844.  We will review Chargeback Errors that may not occur on a daily basis and how to investigate and resolve these errors. We will also learn how to use the Reporting/Analytics module to enhance your knowledge of Chargeback Warning/Error lines.

Cara Haefner
Lead Commercial Analyst, iContracts
10:30 - 12:00
New Enhancements and What’s on Deck

The iContracts philosophy is to have continuous improvement to our solutions throughout the year.  In this session, we provide an overview of the latest enhancements, announce our latest product additions, then we’ll take an in-depth look at our product roadmap for the year ahead.

 

Tom Williams
Product Manager - iContracts
11:20 - 12:00
PolicyStat Guided Discussion I

PolicyStat attendees will have the chance to network with other PolicyStat users in a guided open forum to discuss our most frequently received questions and concerns.

Sarah Burtenshaw
Product Manager - iContracts
11:20 - 12:00
Client Case Study

Session details coming soon…

12:00 - 13:00
Lunch

Lunch break (Included)

12:00 - 13:00
Lunch

Lunch break (Included)

12:00 - 13:00
Lunch

Lunch break (Included)

13:05 - 14:05
Game Session

In this session, we will get everyone involved as we break into teams and interact while playing “Jeopardy”.  Tom Williams and Carl Leinbach play hosts and emcees to bring fun into PolicyStat, UCM, Revenue Management concepts, as well as general trivia. Which team will be named the Trivia Champion?

Carl Leinbach
Senior Product Specialist, iContracts
Tom Williams
Product Manager - iContracts
13:05 - 14:05
Game Session

In this session, we will get everyone involved as we break into teams and interact while playing “Jeopardy”.  Tom Williams and Carl Leinbach play hosts and emcees to bring fun into PolicyStat, UCM, Revenue Management concepts, as well as general trivia. Which team will be named the Trivia Champion?

Tom Williams
Product Manager - iContracts
Carl Leinbach
Senior Product Specialist, iContracts
13:05 - 14:05
Game Session

In this session, we will get everyone involved as we break into teams and interact while playing “Jeopardy”.  Tom Williams and Carl Leinbach play hosts and emcees to bring fun into PolicyStat, UCM, Revenue Management concepts, as well as general trivia. Which team will be named the Trivia Champion?

Tom Williams
Product Manager - iContracts
Carl Leinbach
Senior Product Specialist, iContracts
14:10 - 14:50
Document Standardization

Christen Bergstresser, Resource Document Specialist at OSF Healthcare, will discuss the importance of document standardization. OSF Healthcare has plans to focus their efforts toward standardizing not only their policies, but also their standing orders, protocols, guidelines, forms, and more. They are an impressive example of how document management can unify an organization and improve the standard of patient care.

Christen Bergstresser
Resource Document Specialist - OSF Healthcare
14:10 - 14:50
Medicaid Best Practices

In this session, we will provide helpful hints and meaningful insight pertaining to Medicaid best practices when reconciling invoices.  Learn more about the Medicaid payer module and the User Entry Override functionality within the iContracts’ system.  The Medicaid credits tool will also be discussed during this session.

Tatiana Esquivel
Manager, Medicaid Outsourcing - iContracts
14:10 - 14:50
Understanding the Value of E-Signature

Learn how DocuSign, the industry leader in eSignature, can help your organization reduce reliance on paper, improve the speed of executing contracts, & help reduce your organizations carbon footprint.

Justin Gilleg
Manager, Healthcare & Life Sciences - DocuSign
14:50 - 15:05
Afternoon Break

Refuel with some afternoon refreshments and snacks 

14:50 - 15:05
Afternoon Break

Refuel with some afternoon refreshments and snacks

14:50 - 15:05
Afternoon Break

Refuel with some afternoon refreshments and snacks

15:05 - 16:30
PolicyStat Product Roadmap

This session will focus primarily on a first look at the upcoming PolicyStat interface upgrade, which has significant enhancements in mobile-friendliness as well as a general facelift across the platform. Further, the session will highlight upcoming enhancements on our roadmap for the coming year. 

Sarah Burtenshaw
Product Manager - iContracts
15:05 - 16:30
Breakout Sessions

Round Table discussions led by Subject Matter Experts

Discussions in each categorical group is led by a SME – open dialog is encouraged at each table, enabling participants to ask specific questions and leverage knowledge and experience of SME and other participants.
 
Topics up for discussion:
 
Managed Care/Utilization Rebates-Nicole Capobianco
Chargeback Processing-Cara Haefner/Katie Klinger
Contracts and iContracts Contract Core-Annie Praino
Commercial Rebate and Fee Processing-Laurie Haefner
Government-Sarah McClure and Katie Johnson
Medicaid-Tatiana Esquivel/Jen Richtarek

 

15:05 - 15:45
GTN

The iContracts’ Gross to Net modules provide a solution to manage daily or monthly accruals based on a variety of methodologies. Learn about the key set-ups and reports available in our Gross to Net Historical and Gross to Net Channel Inventory modules as well as the up and coming NEW functionality.

Michelle Jacobsen
Manager, Gross to Net & Analytics - iContracts
15:05 - 16:30
Interactive Breakout Sessions

Round table discussions led by the UCM Product Specialist Team
 
Sit down with our Product Specialists for shorter round-table discussions in a show-and-tell manner. These are hands-on, interactive, group sessions that are designed to provide insight into our Workflow, Reports, and Bulk-Loader.

15:50 - 16:30
Forecasting

The iContracts’ Gross to Net Forecasting module provides a beneficial tool that calculates future sales and deductions with the ability to track trends against a set budget. Learn more about this flexible analytical tool as well as the upcoming exciting enhancements we have planned.

Michelle Jacobsen
Manager, Gross to Net & Analytics - iContracts
18:00 - 21:00
Dinner Event

The dinner event will be held at La Peg.  Transportation will be provided. 

140 N Christopher Columbus Blvd, Philadelphia, PA 19106 

18:00 - 21:00
Dinner Event

The dinner event will be held at La Peg.  Transportation will be provided. 

140 N Christopher Columbus Blvd, Philadelphia, PA 19106 

18:00 - 21:00
Dinner Event

The dinner event will be held at La Peg.  Transportation will be provided. 

140 N Christopher Columbus Blvd, Philadelphia, PA 19106 

09:00 - 09:30
E-Support and Knowledgebase

Have you logged into E-Support? In this session, we will take a look at everything E-Support has to offer including the Knowledgebase which has over 60 new articles since the last conference. The session will include an open discussion for attendees to suggest future topics for the Knowledgebase.

Jen Richtarek
Customer Support Analyst - iContracts
09:00 - 09:30
Overview of UCM for PolicyStat Users

This session will connect the dots between the similarities and differences of managing policies and managing contracts. Included will be a peek into our contract management solution, Universal Contract Manager (UCM).

Josh Doane
Client Engagement Manager - iContracts
09:00 - 09:30
Contract Management for a School of Medicine

Samford University’s College of Health Sciences is comprised of the School of Pharmacy, School Nursing, School of Health Professions and School of Public Health. Lesley Parrish, Administrative Coordinator at Samford University, will discuss how Universal Contract Manager has been configured to meet the disparate contract requirements of Samford University and the College of Health Science.

 

Lesley Parrish
Administrative Coordinator - Samford University
09:40 - 10:20
The Synergy Between Policies and Procedures

Lori Copeland of Wolters Kluwer Health and Lippincott Procedures will be discussing the importance of alignment between policies and procedures. The session will end with a demonstration of the upcoming integration between PolicyStat and Lippincott Procedures.

Lori Copeland
Sales Development Representative - Wolters Kluwer Health
09:40 - 10:20
contractHOURS / PolicyStat

Join Carl and Mike for a brief overview of two products that can be of benefit to your organization: contractHOURS for time-tracking and reporting for compliance and PolicyStat for managing, approving, and centralizing all of your policies.

Carl Leinbach
Senior Product Specialist, iContracts
Mike Nocito
Product Specialist - iContracts
09:40 - 10:20
Rebates

Reconciling Rebates Calculations

In this session, we will review how each rebate calculation is dictated based on the rebate set up. We will also go over how to accurately reconcile the sales data used in the rebate calculation.

Katie Klingler
Manager of Customer Service - iContracts
10:30 - 11:10
Government Pricing Best Practices

With the continuing evolution of government pricing programs, Manufacturers are required to uphold high standards in compliance with reporting requirements under an MDRP agreement. In this session, we will discuss Government Pricing best practices and demonstrate the functionality in iContracts to support the best practice. 

Katherine Johnson
Manager, Government Pricing - iContracts
10:30 - 11:10
PolicyStat Usage Trends & Statistics

How does your organization’s usage of PolicyStat compare to industry standards? What are the industry averages for an organization of your size? We’ll walk through the data and provide attendees a copy of your facility’s specific usage.

Gabe Gomez
Implementation Services Manager - iContracts
10:30 - 11:10
UCM Game Session

In this session, we will get everyone involved as we break into teams and play our version of Who Wants to Be A Millionaire. Tom Williams and Carl Leinbach play hosts and emcees to bring fun into UCM concepts and working in teams with other Users will encourage our attendees to learn how other organizations use UCM.

Carl Leinbach
Senior Product Specialist, iContracts
Tom Williams
Product Manager - iContracts
11:20 - 12:00
PolicyStat Guided Discussion II

Health Systems & Independent Hospitals

There are unique challenges when it comes to managing multiple facilities and independent hospitals. PolicyStat Site Admins will have the chance to network with other Admins in a guided open forum on this topic.

Sarah Burtenshaw
Product Manager - iContracts
11:20 - 12:00
Taking UCM to the Next Level

Upon joining Summit Health Management, Karema Abdel-Gleil, Contract and Compliance Coordinator, inherited a basic UCM system functioning as a Central Repository with limited functionality. After becoming UCM Certified, Karema set out to implement a better UCM system by adopting the full-featured functionality.

Karema Abdel-Gleil
Contract and Compliance Coordinator - Summit Health Management
11:20 - 12:00
Integrating an Acquisition & Efficiencies Gained with Class of Trade Automation

Join Lisa Clayton, Director of Government Reporting at West-Ward Pharmaceuticals, as she discusses how she worked closely with the iContracts team to efficiently integrate a large, acquired pharma manufacturer into the West-Ward environment of iContracts, which includes government pricing and Medicaid Rebate processing. Lisa will outline the process and describe the coordinated approach that was taken to meet West-Ward’s project deadline.

The case study will also include information on how iContracts Class of Trade Automation Service saved significant labor hours, compared to West-Ward’s prior manual process to assign classes of trade.

Lisa Clayton
Director, Government Reporting - West-Ward Pharmaceuticals
12:00 - 13:00
Lunch

Lunch break (Included)

12:00 - 13:00
Lunch

Lunch break (Included)

12:00 - 01:00
Lunch

Lunch break (Included)

13:05 - 13:45
PHS-340B Contract Audit Service

During this session, Sarah E. McClure will present the recently released iContracts Automated 340B (PHS) Validation tool. Also included with this session is an overview of 340B program, upcoming Federal regulatory changes, and tips to help you manage risk associated with the 340B program.

Agenda:
iContracts Automated 340B Validation

  • 340B (PHS) Program Overview
  • Federal 340B Regulations
  • 340B Risk Management

 

 

Sarah McClure
Director, Outsourcing Operations - iContracts
13:05 - 13:45
Collaboration

Contract approvals can be difficult with outside parties that are not part of your internal contract management process. Tom Williams and the support team at iContracts will show how our new Collaboration Module can help you take a “hands-off” approach to system use and work in your email client while UCM ‘listens’ and ‘collects’ email conversations and documents.

Tom Williams
Product Manager - iContracts
Carl Leinbach
Senior Product Specialist, iContracts
13:05 - 13:45
Policy Writing Techniques/Standardization

You’re writing better content, but what’s next? This session will discuss best practices and document structure that can make policies and procedures easier to read and more effective for your audience.

Phil Havlik
Learning Center/Support Team Manager - iContracts
13:50 - 14:30
PolicyStat Learning Center/Q&A

An exploration of how to best utilize and leverage PolicyStat’s current Learning Center resources for your organization. Further, we’ll take a look into where we’re heading in the future.

Phil Havlik
Learning Center/Support Team Manager - iContracts
13:50 - 14:30
General Q&A

This will be a free form session with the product team to ask any lingering questions you may have.  

Tom Williams
Product Manager - iContracts
Carl Leinbach
Senior Product Specialist, iContracts
13:50 - 14:30
Contract Core and Admin Responsibility

Is there a flag for that? Find out in this session where we will review recent enhancements in roles, audits, application settings, and setting up master data.

Jen Richtarek
Customer Support Analyst - iContracts
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