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Setting Up Systems for Financial Management

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Introduction to Urgent Care Financial Statements

1 hour Audio and Power Point Presentation

Recorded April 27, 2015

Course Objectives:                    

At the conclusion of this session, participants should be able to:      

      •  Identify the key components of EPM/EMR needed for their urgent care practice related to their formation, size and scope of service.
      • Identify the features and how they should be created (setup) to use their EPM/EMR as a financial management tool.
        Design reports to use their EPM/EMR as an operational management tool.
      • Identify the limitations of their EPM/EMR system to determine additional systems needed for financial management.

Faculty Bio:

Tracy E. Patterson, MBA, MHSA, CHC  Continuum Health Solutions

Tracy Patterson, MBA, MHSA, CHC, Continuum Health Solutions Tracy Patterson began in urgent care in 1997 when she joined NextCare and served in multiple capacities as the organization grew. She managed nearly every department at some point in her tenure, including the Business Office, Compliance, IT, Clinical Services (Lab, Radiology, Dispensing), Development and Operations. She was integral in the customization of the organization’s IT platform to augment its strategic, operational and growth objectives. Ms. Patterson also spearheaded the development or relocation of over 30 sites. In 2012, Ms. Patterson formed Continuum Health Solutions with Laurel Stoimenoff, where they continue to lead these development projects with hospital, equity, physician and medical practice clients in a consulting capacity. With over 18 years of urgent care experience in multi-state settings, she is acutely aware of opportunities and potential risks which can be avoided as a result of that acumen. Since creating Continuum Health Solutions, Ms. Patterson has served as the project manager for both large metropolitan and smaller community health systems in their development of their urgent care service line including the selection, design and project management of nineteen urgent care sites. She also assists new or prospective owners in developing business plans and creating the financial modeling to obtain financing. The company also counsels urgent care organizations on optimizing their valuation and performs due diligence for entities and private equity firms seeking to acquire urgent care businesses. Ms. Patterson holds a Masters of Business Administration, a Masters of Health Services, a Bachelors in Accounting and is a certified in Healthcare Compliance.
Disclosures: The above faculty had no relevant financial relationships to disclose. 

Credit Information:

Designation Statement
The Urgent Care Association of America designates this enduring material activity for a maximum of 1 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity. 

Accreditation Statement
This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education. Credit for this course is good for 1 year after purchase. 

Urgent Care Management Certificate (UCMC) Credit 
This course is designated for 1 credit of Finance and Accounting towards the Urgent Care Management Certificate.


Submitting for Credit:  

If you would like to submit for either of the credit above, once you complete the activity you must submit for credit you will need to complete the 5 question exam.  You must answer 3 out of 5 correctly to receive credit.  Your credit will be placed in your profile under Professional Development or click on "My Credits".  Email with questions.  

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