2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services

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2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
2021 Therap National Conference
                         February 2 - 3 - 4

                                 We welcome you to our
                                 conference. We are excited
                                 to have you here!

www.TherapServices.net                             (203) 596-7553
                                                          Last update: 01/21
2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Table of Contents

     Meet our Sponsors                                                               4

     Welcome Notes                                                                   8

     How to get into the Therap Conference Center                                    10
                                How do I login?                                      10
                                I cannot find my login credentials, what do I do?    10

                                I forgot my password, how do I reset my password?    10

     Floor Maps                                                                      12

     Plenary/Keynote Sessions                                                        13

                           Kathy Carmody
                           CEO
                           Institute on Public Policy for People with Disabilities

     User Presentations/Guest Speakers - Day 1                                       14

     User Presentations/Guest Speakers - Day 2                                       16

     User Presentations/Guest Speakers - Day 2 & 3                                   18

     Interoperability                                                                19

     Therap Global                                                                   20

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2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Table of Contents

                                                 Scheduling/EVV                                         22
                                                 EVV Software for the 21st Century CURES Act Mandate

                                                 Choose from more than 35 sessions

            Therap for States                                                                           26

            Quality Assurance/Data Initiatives                                                          28

            Person-Centered Thinking                                                                    30
                                Session with our Guest Speaker

                                Dr. Michelle C. Reynolds
                                Research Associate Professor
                                University of Missouri-Kansas City, Missouri

            Employment First Services                                                                   32
                                Sessions with our Guest Speakers
                                Julie Christensen and Erica BeIon-Pacer from APSE are going to take sessions
                                on COVID’s impact on Employment and discussion on how you can start
                                supporting #EmploymentFirst.

            Billing                                                                                     35

            Therap Support and Training                                                                 36

            2021 Therap National Conference Schedule                                                    38
            Day 1 - 2/2/2021, Tuesday                                                                    38
            Day 2 - 2/3/2021, Wednesday                                                                  40
            Day 3 - 2/4/2021, Thursday                                                                   42

Last update: 01/21
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2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Meet our Sponsors

                                                              in the industry, while our locally based employees tailor
                                                              each solution to meet our clients' needs. We've become
                                                              one of the largest insurance brokerage, consulting, and
  Check out our Booth in Exhibit Hall-A                       wealth management firms by building enduring
                                                              relationships with our clients and helping them realize
Reduce Risk. Scale Expectations.                              their goals.
NFP is a leading insurance broker and consultant that         Recently NFP was named the 2nd largest retirement
provides employee benefits, specialized property and          plan aggregator firm, as ranked by Investment News;
casualty, retirement, and individual private client solu-     the 6th largest US-based privately owned broker, the
tions through our licensed subsidiaries and affiliates. Our   5th largest benefits broker by global revenue, and the
expertise is matched by our commitment to each                8th best place to work in insurance by Business
client's goals and is enhanced by our investments in          Insurance; the 10th largest property and casualty
innovative technologies in the insurance brokerage            agency by total 2017 P&C revenue by Insurance
and consulting space.                                         Journal; the 13th largest broker of US business by
NFP has more than 5,800 employees and global                  Business Insurance; and the 13th largest global
capabilities. Our expansive reach gives us access to          insurance broker by Best's Review.
highly rated insurers, vendors, and financial institutions    For more information, visit NFP.com.

04                                                                                                              Last update: 01/21
2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Meet our Sponsors

                                                           Stewardship of Resources
                                                           Reducing unnecessary cost and reliably meeting
      Check out our Booth in Exhibit Hall-A                the service needs of our payers and clients.
                                                           The Employer of Choice
The Community Based Care (CBC) family of providers
                                                           Recognized for attracting, training, developing, and
supports people with intellectual and/or developmental
                                                           engaging our team so everyone wins.
disabilities (I/DD) and their families to achieve their
fullest potential. We match them with the most talented,   As one of the largest providers in the market we
well-trained, and compassionate team of caregivers,        serve, CBC is able to ensure a depth of service
educators, case workers, and leaders anywhere.             delivery that better supports the diverse needs of
                                                           our I/DD community. Each agency in our family has
Our vision is to be the highest quality provider of
                                                           long been rooted in its local communities which
community-based I/DD services and supports by
excelling at three pillars of service.
                                                           creates a culture of familiarity, understanding,
                                                           and opens up our network for activities and
A Differentiated Network of Providers
                                                           employment opportunities.
Delivering convenient and reliable access to the
people we serve and referring agencies.                    For more information, visit cbcare.com

Last update: 01/21
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2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Meet our Sponsors

                                                         Account Commitments

                                                            Packaging Options You Can TRUST

                                                            EMAR or Paper MAR
  Check out our Booth in Exhibit Hall-A
                                                            Healthcare Team
Allowing the Careteam to Focus on                           Delivery Service
What is Important: the Individual
                                                            Prescription Management
Mission: We provide genuine, honest, and
compassionate healthcare to our communities
improving the quality of life for each individual we    Call: 402-488-1184
serve. Offering solutions for complex needs with        Email: marissa@neighborhoodrx.com
true account management, we simplify medication
administration for the healthcare team to create an    For more information,
environment of confidence and independence.            visit www.neighborhoodrx.com

06                                                                                            Last update: 01/21
2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Meet our Sponsors

                                                       Who we serve
                                                       Tarrytown Expocare Pharmacy is experienced in
        Check out our Booth in Exhibit Hall-A          working with Home and Community-based
                                                       Services (HCS) program providers.
Since its inception in 2007, Tarrytown Expocare        For intermediate care facilities (ICFs) who provide
Pharmacy has operated using innovative processes       residential and habilitation services to individuals
to better manage individual profiles, streamline       with IDD or related conditions, Tarrytown Expocare
prescription packaging, optimize billing situations,   Pharmacy, is a solution for medication management.
and help care providers remain compliant with          For individuals with IDD living in their own or in
state and federal regulations.                         a family member’s home, Tarrytown Expocare
It all starts with the onboarding process, where we    Pharmacy works with caretakers to ensure
educate our administrators, nurses, and direct care    individuals receive medication in a timely manner,
staff on how our system works, and then continues      regardless of location.
with the number of resources we provide to the
nursing team in the field.                             For more information, visit tarrytownexpocare.com

Last update: 01/21
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2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Welcome Notes

                                      Justin M. Brockie
                                      Chief Operating Officer

     Welcome to the Therap National Conference.
     I am very excited to welcome you to our conference. Normally at this time of year I would be working
     on my plenary presentation and worrying about things like hotels, flights, weather, attendees and
     such. This year many of these concerns are not in the picture , instead they have been replaced by
     a whole new set of challenges - and, hopefully, opportunities.
     We had our first virtual conference back in August of 2020. Since then, we have worked on building
     our conference venue and enhancing your conference experience. Originally we were trying to
     recreate the in-person Therap conference experience, but quickly realised that this was a whole
     new medium and needed to be treated as such. I hope you enjoy the fruits of our labor and will
     give us feedback so that we can make it even better in the future.
     This has been quite a year for all of us in the intellectual and developmental disability community
     world wide. I would like to take this opportunity to thank each of you and the people you work
     with, for all that you have done since we last met in Denver for the 2020 National Conference. The
     supports you have provided to folks through the most difficult of times is truly commendable.
     Here at Therap it’s been a year of reinvention as we have made significant upgrades to the
     application in terms of a brand new IDF, updated and upgraded ISP Programs and Data, and of
     course, more EVV than you can shake an FVV (Fixed Visit Verification) Device at! We have also been
     working out how to implement, train and support states and agencies across the country and
     around the world without being on-site. Please be sure to check out some of the sessions on our
     new training methods and materials.
     A couple of final thoughts, be sure to take in some User Presentations, they are great and your
     peers have put a lot of work into their sessions. Moreover, if at times you either are not sure
     what to go to next or you can’t find a topic that you are interested in, please find us on Chat at
     the Welcome Desk.
     Thanks again for coming, enjoy the conference and let's have a much better 2021!
     Stay well and stay safe.

08                                                                                                     Last update: 01/21
2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
Welcome Notes

                                               Jeff Mau
                                               Assistant Director of Business Development

             Thank you for attending the 2021 Therap National Conference.
             2020 has certainly impacted the way we gather for all sorts of events like these. I have been
             reminiscing about the past where we’d all be traveling, dealing with hotel accommodation issues
             and flight delays, finding Uber rides. Then, the excitement we experienced reconnecting with our
             Therap User Community upon arrival.
             Today, we find ourselves meeting via multiple, virtual methods. And while it’s great to see each
             other on a screen, I am sure that, like me, you are looking forward to the future where we can,
             again, join together in person.
             With this in mind, our Therap National Conference Planning Team has made great efforts to
             create a conference experience that will provide the “feel” of entering a convention center.
             Complete with floor maps, exhibit halls, a game room and “hallways” that will lead you to your
             breakout sessions, we have created the “Therap Conference Center” for this year’s National Conference.
             We hope our new ‘building’ provides you the sensation of being at a physical conference, rather
             than just at your desk.
             So, I invite you to walk around our conference center, visit our Exhibit Halls, have fun in the Game
             Room by testing your Therap knowledge with Quizzes and participate in our Scavenger Hunt.
             But most importantly, take full advantage of more than 250 sessions that the Therap team, our
             Users and Guest Speakers have prepared for you. Like all of our conferences, we want you to
             return to your respectful organizations with more Therap knowledge than when you arrived.
             Again, thank you for attending and enjoy the conference!

Last update: 01/21
                                                                                                                      09
2021 Therap National Conference - February We welcome you to our conference. We are excited to have you here! - Therap Services
How to get into the Therap Conference Center

                                              How do I login?

Step 1:   Find your username and password in an email from conf@therapservices.net

Step 2:   Then go to the Therap Conference Center by clicking the following link
          https://conference.therapservices.net/national2021/wp-login.php

Step 3:   Enter your Conference username and password to login

                          I cannot find my login credentials, what do I do?

Step 1:   Your login name is your unique email address that you have provided while registration.

Step 2:   Your password can be found in the email. To find your password please search in your email inbox/spam
          with the subject - Welcome to the 2021 Therap National Conference, February 2-3-4, 2021 –
          Your ticket into the event

Step 3:   If you still cannot find your password, try resetting your password on the Therap Conference Center
          login page by clicking on Self-Password Reset button and follow the instructions.

                        I forgot my password, how do I reset my password?

Step 1:   To reset your password, click on the Self-Password Reset link from the
          Therap Conference Center login page.

Step 2:   Enter your email address that was provided when registering for the conference and click on
          Email my password reset link button.

Step 3:   Click on the link provided in the email to generate a password. When you see the auto generated
          password, you can keep or create one for yourself and click on the Reset Password button.

Step 4:   If you are still having problems, click on the Information Kiosk
          for more information.

 *This is not your regular Therap Login and password

10                                                                                                         Last update: 01/21
How to get into the Therap Conference Center

                                                          Welcome Desk

Watch our
welcome
video

Click this                                                                                                          Click this
green arrow                                                                                                         green arrow
and check                                                                                                           and check
our Exhibit                                                                                                         our Main Hall
Hall

                                      Click this banner                    Say hi through
                                      to see schedule                      the Chat

                                                              Main Hall
Click these                                                                                                         Click these
green arrows                                                                                                        green arrows
and go down                                                                                                         and go down
the hallway                                                                                                         the hallway
to these                                          Click the doors to enter your Session                             to these
rooms                                                                                                               rooms

                                                                                                                    Click here to
Click Quizzes                                                                                                       visit us in the
to test your                                                                                                        Chat Lounge
Therap
knowledge
                                                                                                                    Click this
                                                                                                                    door to
                                                                                                                    visit our
                                                                                                                    Exhibit Hall

                      Click here to participate in the Therap Conference Center Scavenger Hunt.    Scavenger
                                                                                                     Hunt
                      Find the items, answer the questions and submit results for your chance to     Answer
                                                                                                    Questions
                                                                                                      and
                                                                                                                ?
                      win prizes. Details and Rules are behind the banner.
                                                                                                   Win Prizes!

 Last update: 01/21
                                                                                                                             11
Floor Maps

                                 Floor Map - Level-1
 Check our Exhibitors/Sponsors
       in Exhibit Hall-A
                                                                 Exhibit Hall-A              Help Desk

                                    Chat                         Exhibit Hall-B
                                   Lounge
                                                                                             Quiz Hall

                                                                 Exhibit Hall-C

                                 Floor Map - Level-2                        River    Peak      Ocean      Mountain
                                                                             220      219       218         217

                                   Birch
                                    201

                                                                                                            Tulip
                                  Cactus                                                                     216
                                                          Exhibit Hall-A            Help Desk
                                   202
                                                                                                            Topaz
                                                                                                             215
                                  Daisy                   Exhibit Hall-B
                                   203                                                                    Sunflower
                                                                                    Quiz Hall                214
                                 Emerald
                                   204
                                                          Exhibit Hall-C                                     Rock
                                                                                                             213

                                 Fir       Goldenrod   Hemlock    Lily      Maple     Oak       Pine       Quartz
                                 205          206        207      208        209      210       211         212

                                 Floor Map - Level-3                        Lake    Forest    Foothills       Dunes
                                                                             320     319        318            317

                                  Amber
                                   301

                                                                                                           Turkey
                                 Bluebird                 Exhibit Hall-A                                    316
                                                                                    Help Desk
                                   302
                                                                                                          Sparrow
                                                                                                            315
                                 Cardinal                 Exhibit Hall-B
                                   303                                                                      Quail
                                                                                    Quiz Hall                314
                                   Dove
                                    304
                                                          Exhibit Hall-C                                   Pelican
                                                                                                            313

                                 Eagle     Falcon Granite Hummingbird      Limestone Marble Meadowlark           Owl
                                  305       306     307      308              309     310      311               312

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Plenary/Keynote Sessions

                                Day 3                                       Room: 201/Birch
                                Keynote Session
                                Business as (Un)Usual: Navigate the Emerging
                                I/DD Landscape

                                  Starting time: 01:15 pm EST
                                All Attendees!
Kathy Carmody
CEO, Institute on Public Policy for People with Disabilities

2020 brought significant change, challenges and disruption to service providers across the
country; a trend that will likely continue in 2021 and beyond. Aside from the pandemic, I/DD
provider organizations are facing a rapidly changing landscape including emerging payor
models, consumer demand for new service lines, competition from non-traditional providers,
keeping pace with technology advancements and threats to business model sustainability.
In this session, we will look at the confluence of these factors including the COVID pandemic,
and discuss some strategies and opportunities forward-looking I/DD organizations should
be considering.

                                      Day 1 Plenary                       Room: 201/Birch

                                      Welcome / Introductions
                                        Starting time: 11:00 am EST

                                      Day 2 Keynote Session
                                      Therap - Person-Centered. Data-Driven.
Justin M. Brockie                     Looking forward to 2021
Chief Operating Officer
                                        Starting time: 01:15 pm EST

Last update: 01/21
                                                                                                 13
User Presentations/Guest Speakers - Day 1

                             Excel Wizardry - Making Magic with Therap Data
                             Starting time: 12:30 pm EST
                     Utah
                             This presentation is for users who have some basic knowledge of Excel, but
Eddie Fung
TURN Community               would like to advance their knowledge further. Topics will include: Filter by
Services, Inc.               colors, Text to Column, VLOOKUP function, TIMEVALUE function, and more.

                             Accessing your Data - Therap Access & Transparency of
                             Documentation
                             Starting time: 1:15 pm EST
                   Oregon

Carrie Phillips              How Carrie’s agency shares rights with families (including the process
Partnerships in
Community Living, Inc.       we have), as well as other providers, and the included training. She will
                             share their processes with counties/brokerages, and the state, including
                             the "Where to Find" document. Additionally, their processes for DSPs to
                             gain Therap rights during and after business hours and agency's
                             "Therap Manual".

                             When the stakes are high: Pulling an organization out of an epic
                             implementation failure
                  Colorado   Starting time: 2:00 pm EST
Sarah Kieran
Colorado DHS Division for    Transitions, from paper to electronic documentation, bring significant
Regional Center Operations
                             changes to all levels of an organization. These organizational level changes
                             can be damaging to culture and can leave employees feeling alienated,
                             drained and powerless. How can you take your large organization from
                  Colorado   paper to Therap in a year while at the same time reinvigorating passion,
Elaine Fisher                innovation and growth mindsets with employees? Join us while we take
Colorado DHS Division for    you on our journey.
Regional Center Operations

14                                                                                                       Last update: 01/21
User Presentations/Guest Speakers - Day 1

                                  EVV: Experience from a Multi-State Implementation
                                  Starting time: 2:00 pm EST
                     Minnesota
                                  Implementing Electronic Visit Verification can be complicated, but
Josh DeZurik                      implementing in a multistate environment can bring additional
Dungarvin National                challenges. This session will include a discussion surrounding strategies
Headquarters
                                  for implementation, difficulties along the way, and lessons learned.

                                  What's in a Naming Convention?
                                  Starting time: 2:45 pm EST
                     New Jersey
                                  What is a naming convention and why are they important? Kristen will
Kristen Thompson
                                  share her agency's experiences with naming conventions, where they have
Community Options, Inc.
                                  succeeded and where they have not. Learn the keys to a successful naming
                                  convention, which modules are worth the effort and which are not.

                                  COVID and Its Impact on Employment Services Nationwide
                                  Starting time: 3:30 pm EST
                      Maryland
                                  To understand the direct impact of COVID-19 on disability employment and to
Julie Christensen                 identify immediate needs, APSE conducted national surveys of community-based
APSE
                                  service providers who offer employment services and supports. A follow-up
                                  survey was conducted in early September to better assess current needs. Join
                                  this session to learn more about our findings from the two surveys, and what
                                  this information means for policy and advocacy in the upcoming year.

                                  Case Notes & Questionnaire Versatility: An alternative to ISP Programs
                                  Starting time: 4:15 pm EST
                      Nebraska
                                  Case Notes can provide a variety of different uses compared to the ISP
Susan Lindsey                     Program or other options for data collection within Therap. This session
Mosaic National                   will include how to create a Questionnaire and Case Note, including the
Headquarters
                                  different options for answer types on the questionnaire. Examples of the
                                  versatility of the Questionnaire and Case Note will be shared as well as the
                                  different reporting options.

Last update: 01/21
                                                                                                                 15
User Presentations/Guest Speakers - Day 2

                                 Google Docs Automation. Using formulas & scripts to make efficient
                                 tracking & review tools for the Advanced User
                                 Starting time: 11:00 am EST
                     Oregon
                      Oregon
                                 Using one of our custom tracking and review tools created in Google Suite, PCL
Scott Harris                     will demonstrate essential formulas and how they can be combined to create
Partnerships in                  powerful tools that save administrators time and brainpower. We will cover
Community Living, Inc            formulas such as sum, if statements, vlookup, importrange, and query.

                                 Employment History. Leveraging Data for Improving Job
                                 Seekers’ Employment Outcomes
                                 Starting time: 11:00 am EST
                Massachusetts
                                 In this session, Kevin Dierks of Therap will share how to leverage the module
Alberto Migliore                 for tracking quality metrics beyond billing and compliance reporting.
UMASS Institute for              Alberto Migliore will then share recent research efforts and findings around
Community Inclusion              effective employment supports and strategies for tracking implementation.

                                 Addressing the Pandemic Through Therap
                                 Starting time: 11:45 am EST
                South Carolina
                                 David will focus on the modules that were used by his agency to maintain the
David H. Kammerer                safety of people supported and staff during the COVID-19 pandemic. To include T-Logs,
Babcock Center Inc.              GER's, eMARs, Health Tracking, Appointments, SComms, Business Intelligence,
                                 ISP Programs and how these Therap modules related to their disaster plan.

                                 You Can Do Employment Too! Discussion on how YOU can start
                                 supporting #EmploymentFirst
                                 Starting time: 11:45 am EST
                     Maryland
                                 Erica will show resources available to start focusing on competitive, integrated
Erica Belois-Pacer               employment. APSE members and non-members alike will leave with resources to
APSE                             build your employment team and to support individuals to find and maintain jobs
                                 in the community!

                                 Case Notes - Meeting the Requirements of New Jersey
                                 State Documentation
                                 Starting time: 12:30 pm EST
                  New Jersey
                                 Learn various uses for Case Notes, ISP Programs, and Consents to comply with
Keri Frade                       NJ state required documentation. We will review how Capitol Care has
Capitol Care, Inc.               taken the Case Notes Module and built it out to ensure we are meeting all
                                 documentation requirements for the state.

16                                                                                                               Last update: 01/21
User Presentations/Guest Speakers - Day 2

                                     How To Get Started - Launching Charting the LifeCourse at Your Agency
                                     Starting time: 12:30 pm EST
                       Missouri
                                     Dr. Reynolds and Jeff Case will review the basic principles of the Charting
Dr. Michelle C. Reynolds
                                     the LifeCourse Nexus and how your agency could get started using the
Research Associate Professor
University of Missouri-Kansas City
                                     person-centered framework supporting individuals.

                                     Discussion on the Digital Transformation of the Midwood
                                     Development Corporation
                                     Starting time: 2:00 pm EST
                      New York
                                     An overview of MDCs implementation of Therap from February 2020-August
Barry Polinsky                       2020. Barry will detail the need for Therap at his agency, it's progression during
Midwood Development                  the economic shutdown of 2020, the gradual proliferation of roles, responsibilities
Corporation                          and system utilization across administrative and direct support staff.

                                     Implementation Strategies of Billing and EVV Modules
                                     Starting time: 2:45 pm EST
                      Colorado
                                     Starting from scratch is never easy! Join me to hear how Continuum of Colorado
Leane Kramer                         went from pen and paper, to all electronic documentation. We will share how
Continuum of Colorado                we use Therap for several of our operational processes, including our Billing
                                     and EVV.

                                     Working with Case Notes: Creating Assessments and Reviewing Data
                                     Starting time: 3:30 pm EST
                         Illinois
                                     Michelle will share Broadstep Behavioral Health, Inc. in Illinois uses the Case
Michelle Young                       Notes module to collect assessment information. She will also discuss the
Broadstep Behavioral                 module's reporting capabilities.
Health, Inc.

                                     An overview on Quality Outcomes and Process for Maintenance
                                     Starting time: 3:30 pm EST
                       Missouri
                                     Learn tips on creating ISP programs that will streamline documentation for better
Hannah Burkhart                      quality reporting for both the individual and organizational levels. She will also
Arc of the Ozarks                    share how their Data Driven Outcomes (DDO) Module is maintained and reviewed
                                     on an organizational level.

Last update: 01/21
                                                                                                                       17
User Presentations/Guest Speakers - Day 2 & 3

                                 How Firm is Your Agency’s Foundation: Empowering Direct
                                 Support Staff
                                 Starting time: 4:15 pm EST
                South Carolina
                                 We will be discussing creative ways to get DSPs to best use Therap. How
Louise Robinson
                                 to use Therap to make their job interesting and best serve those with
Burton Center
                                 Intellectual Disabilities.

Guest Speakers - Day 3, Thursday

                                 Employment Outcomes & Skills that Get Jobs - What Data Can Do
                                 Starting time: 11:00 am EST
                   Maryland
                                 Professionals supporting people with disabilities and businesses to hire and
Erica Belois-Pacer               advance their career need to have skills in many areas, and the ability to be
APSE
                                 flexible to support on-the-job goals. The employment module from Therap
is one tool to collect data and organize it to develop your ESPs to strengthen their skills. Use Therap’s
as a data collection tool to help Employment Support Professionals (ESPs) managers, and teams know
what moves the needle to get people jobs.

                                 Systemic change through online training and Person-Centered Planning
                                 Starting time: 12:30 pm EST
                    Tennessee
                            Nebraska has committed to system reform beginning with training 1,000
Dr. Mark Friedman           Service Coordinators, central office staff, families and individuals with
Blue Fire Consulting        disabilities. Beginning in the fall of 2020, participants engaged in weekly
                            online training through Zoom to build capacity and create synergy for
change across its waiver programs. In this training, you will learn how the use of live online training
through the Zoom platform enhances the state's capacity to fully engage all of its stakeholders in
moving forward with more individualized, personalized services and support. We will share success
stories and provide technology tips for effective use of online video conferencing platforms. You will
also learn about the www.DisabilityZoom project that trained 2,000 people across the Country on how
to use Zoom effectively to respond proactively to the Coronavirus.

18                                                                                                         Last update: 01/21
Interoperability

                     Fayonne Johnson                                     Sazzad Rafique
                     Director of Interoperability                        Chief of Software Design

Health Information Exchange
Therap's Health Information Exchange (HIE) module allows for the ease of exchange of health
information between Trading Partners and agencies using the Therap suite of applications. With
the help of this module, individual Admit/Discharge/Transfer (ADT) Messages can be sent by
trading partners such as hospitals to agencies via HL7, allowing flexible tracking of individual
admission, discharge, and transfer information.

Therap External Data Feed
Therap's External Data Feed allows users to obtain, via Secure File Transfer Protocol (SFTP),
accumulated data from various modules, such as Allergies, Appointments, General Event Reports
(GER), Individual Data (IDF) and more. The data feed files that Therap provides are in CSV file
format and are arranged in a specific directory structure. Each provider directory has its own
data files that users can access and retrieve. Agencies are able to extract their data using the
files to integrate into their own systems or Business Intelligence platforms. Therap also connects
to Health Information Exchanges using these data feeds.
The current Therap External Data feed includes:
     Case Notes                                 Health Tracking                     Individual Medical
     Employment History                         Individual Demographic              Information
     General Event Reports (GER)                Form (IDF)                          Program Enrollment

Pharmacy Interface

      Reduce Transcription Errors with Direct Pharmacy Messaging

      Create Medications from Pharmacy Messages

      Save Time between Medication Delivery and Input to MAR

      Track RX Numbers and Prescriber Information

Last update: 01/21
                                                                                                         19
Therap Global

Therap Global is working with a range of organizations including therapy centers, schools,
disability empowerment agencies, vocational training agencies, and more stakeholders around
the world. Our mission is to enhance the quality of support that people receive by introducing
Therap’s documentation system, as well as spreading best practices in person-centered,
data-driven documentation.
Therap Global currently works in countries including Bangladesh, Nigeria, Philippines, Kenya,
Nepal, South Africa, Indonesia, Uganda, Ghana, and Tanzania. We host weekly workshops and
round-tables for users to share their experiences and tips for adjusting to challenges in
communities across the world.

                           Check out our booths in Exhibit Hall-B
 St. Philomena School, Philippines                  Dynamic Occupational Therapy LTD, Kenya

 Therap Global                                      Self-help Group for Cerebral Palsy, Nepal

 Therap Canada                                      Autism Therapy and Behavior Learning Center, Tanzania

 Little Wonder, Bangladesh                          Special Children Special People, Uganda

                                            User Testimonials

              Moses Walusimbi                                            Mahmuda Akter Rubi
              Founder and Executive Director of Programs                 Senior Assistant Teacher
              Special Children Special People, Uganda                    Blue Bird Foundation, Bangladesh

 “Therap is really nice and helpful. The system can         “All the documentation of our organization is being
 help administrators to see the childrens’ progress and     done in a paperless way by using Therap and the
 also monitor what the teachers and therapists are          administrator can easily monitor all the information
 doing with the children.”                                  from anywhere.”

20                                                                                                          Last update: 01/21
Therap Global

Please join members from our Therap Global User Communities as they share and discuss their
Therap journeys and experiences.

     Day 2 - 2/3/2021, Wednesday                                        11:00 am (EST) in Room: RM 311 / Meadowlark

     Therap Global Panel Discussion:
     Therap Global Perspectives: Adapting Supports and Documenting in Therap during the Pandemic with
     our panelists:

     Learn how Therap Global community members have adjusted their services due to COVID-19 to
     provide high quality supports to children and adults in Nigeria, Kenya, and South Africa

                     Dotun Akande                         Perpetua Omondi                               Kim Danks
                    Founder of Puresouls             Managing Director of Dynamic              Director of Climb Any Mountain,
                Learning Foundation, Nigeria        Occupational Therapy LTD, Kenya                    UK/South Africa

     Day 3 - 2/4/2021, Thursday                                         11:00 am (EST) in Room: RM 311 / Meadowlark

     Therap Global Panel Discussion:
     Therap Global Perspectives: Sharing Individuals Information with Families. With our panelists:

     Hear how educators in the Philippines, Tanzania, and Bangladesh use Therap to effectively communicate
     with families and to best facilitate continuation of the learning process for their students

  Alphonsus Castro De Alban, MaED                      Nazneen Akhter Ahmed                     Hajrah Ahmed Mohamed
                LPT School Administrator of               Founder and Principal of            Academic Supervisor, Autism Therapy
             St. Philomena School, Philippines   Little Wonders Play and Learn, Bangladesh   & Behaviours Learning Centre, Tanzania

Last update: 01/21
                                                                                                                                 21
Scheduling/EVV

Electronic Visit
Verification (EVV) Solutions
Real-time Access for Schedulers & Staff
Your team can use Therap’s Scheduling & EVV, along with
other system features to address compliance, communication,
documentation, reporting, billing, and more.

       Learn about our easy-to-use EVV solution that will give your
       team the tools they need for state and federal compliance:
     Capture Documentation at the Point of Service
     Create Electronic Billing Claims from EVV Data
     Single-Swipe Check-In/Out on Android & iOS
     Voice/Signature Verification
     Offline Functionality
     Direct Integration with Service Documentation
     Applicable for home and community-
     based services

Meet our EVV experts in the following conference sessions if you would like to learn more.

     Stephanie Masters Norton                          Chelsea Lloyd                          Michelle Saunders
Senior Training & Implementation Specialist   Training & Implementation Specialist   Assistant Director of Business Development

22                                                                                                                   Last update: 01/21
Scheduling/EVV

Choose from our 35 sessions on Scheduling/EVV from beginner to advanced level!

                                           Day 1 - 2/2/2021, Tuesday

     Session Name                                                Starting Time   Room

      EVV Explanation and Implementation in States               11:45 am EST    RM 209 / Maple

      Workshop on Scheduling/Sandata/Billing Part 1:             12:30 pm EST    RM 210 / Oak
      Set-up and Billing overview

     Workshop on Scheduling/Sandata/Billing Part 2:              1:15 pm EST     RM 210 / Oak
     Scheduling walkthrough & Reporting

      Billing from the Scheduling/EVV Module                     2:00 pm EST     RM 210 / Oak

     Scheduling EVV User Group: For Providers who are            2:45 pm EST     RM 209 / Maple
     Current Users

      EVV: Electronic Visit Verification. Therap's Solution      3:30 pm EST     RM 210 / Oak
      Meeting the National Mandate

      Quality Assurance and EVV: Policies/Procedures to think    4:15 pm EST     RM 209 / Maple
      about when using EVV

      EVV Across States: A look at EVV options from a Multi      12:30 pm EST    RM 216 / Tulip
      State Provider perspective

      EVV: Experience from a Multi-State Implementation.         2:00 pm EST     RM 216 / Tulip

      EVV for All States. An Overview of Electronic Visit        2:00 pm EST     RM 302 /
      Verification as required per the 21st Century Cures Act                    Bluebird

      North Dakota DD Agency Providers. Electronic Visit         2:45 pm EST     RM 302 /
      Verification (EVV)                                                         Bluebird

      North Dakota DD Agency Providers. Electronic Visit         3:30 pm EST     RM 302 /
      Verification (EVV)                                                         Bluebird

 Check the following pages for more sessions on Day 2 & 3!

Last update: 01/21
                                                                                                  23
Scheduling/EVV

Choose from our 35 sessions on Scheduling/EVV from beginner to advanced level!

                                    Day 2 - 2/3/2021, Wednesday
 Session Name                                              Starting Time   Room

 Scheduling & EVV in Sandata Aggregator States             11:00 am EST    RM 209 / Maple

 Delaware Electronic Visit Verification (EVV) for          11:00 am EST    RM 301 / Amber
 Supported Living Providers

 Panel Discussion: Developing a Quality Assurance          11:45 am EST    RM 210 / Oak
 Process for Scheduling / EVV

 Scheduling & EVV: Schedule Management,                    12:30 pm EST    RM 209 / Maple
 Communication and Check-In

 Unit Calculation Rules Case Note, ISP, and EVV Billing    12:30 pm EST    RM 213 / Rock

 Implementation Strategies of Billing and EVV Modules      2:45 pm EST     RM 203 / Daisy

 Scheduling & EVV in Tellus Aggregator States              2:45 pm EST     RM 209 / Maple

 South Dakota LTSS EVV                                     2:45 pm EST     RM 301 / Amber

 Scheduling & EVV in HHA Aggregator States                 3:30 pm EST     RM 210 / Pine

 Nebraska DD Agency Providers Electronic Visit             3:30 pm EST     RM 302 /
 Verification (EVV)                                                        Bluebird

 Using Scheduling/EVV for staff time, training time        2:45 pm EST     RM 302 /
 and more                                                                  Bluebird

 North Dakota DD Agency Providers. Electronic Visit        3:30 pm EST     RM 302 /
 Verification (EVV)                                                        Bluebird

Check the following page for more sessions on Day 3!

24                                                                                     Last update: 01/21
Scheduling/EVV

Choose from our 35 sessions on Scheduling/EVV from beginner to advanced level!

                                         Day 3 - 2/4/2021, Thursday

     Session Name                                               Starting Time   Room

      Scheduling & EVV in Authenticare Aggregator States        11:00 am EST    RM 209 / Maple

      Nebraska Independent Providers Electronic Visit           11:00 am EST    RM 301 / Amber
      Verification (EVV)

     Scheduling & EVV in New York                               11:45 am EST    RM 210 / Oak

      North Dakota Aging Individual QSP Electronic Visit        11:45 am EST    RM 302 /
      Verification (EVV)                                                        Bluebird

     Scheduling/EVV Setup when not Billing in Therap            12:30 pm EST    RM 209 / Maple

      Scheduling/EVV Offline Options: How can staff collect     2:00 pm EST     RM 210 / Oak
      EVV data without internet/cell service?

      South Dakota LTSS Electronic Visit Verification (EVV)     2:00 pm EST     RM 302 / Bluebird

      Scheduling/EVV Reports Workflow for Schedule Admins       2:45 pm EST     RM 209 / Maple
      reviewing EVV data prior to billing

      North Dakota DD Electronic Visit Verification (EVV)       2:45 pm EST     RM 301 / Amber

      Billing from EVV Data                                     3:30 pm EST     RM 214 /
                                                                                Sunflower

      EVV FAQ & Q&A                                             2:45 pm EST     RM 209 /
                                                                                Maple

       Learn about our easy-to-use EVV solution that will give your
       team the tools they need for state and federal compliance

Last update: 01/21
                                                                                                 25
Therap for States

       Jeff Covington                            Leah Sewell                          Barry Pollack
  Director of State Implementation   Assistant Director of State Implementation        Region Director

  Therap has the expertise to meet the diverse data needs of public human services agencies.

Therap supports more than 20 state contracts; meeting the data management needs of divisions who manage
Medicaid Waivers, State Plans, I/DD Services, Aging Services and other Long-Term Services & Supports (LTSS).
Therap’s State Solution includes: Intake, Assessment, Level of Care, Provider Management, Case Manage-
ment, Electronic Visit Verification, Waiver Management, Authorization, Health Tracking and ISP-Outcome
Tracking, which is integrated with provider documentation, linking service records with billing. Therap
provides the functionality to control and manage the central individual record and the access to it. Therap’s
comprehensive data management system, coupled with our best in class support, eliminates the need for
states to manage multiple internal/external IT systems or create a support infrastructure.

#1 Data-Driven Solution
Support & manage internal program processes, service delivery, and
billing with a system that is widely-adopted across the country and
contracted by 20+ states and local government.

Solutions to Improve Program Management, Performance Outcomes and Communications

  Federal, State and Local Compliance
  Manage HCBS Waivers and other Programs
  Incident Management & Risk Analysis
  Provider Management and Oversight
  Analytic Performance Dashboards featuring
  Data-Driven Outcomes
  Federally-Compliant EVV Solutions

26                                                                                                       Last update: 01/21
Therap for States

We suggest considering the following conference sessions if you would like to learn more.
Check the session schedule for a full listing.

                                           Day 1 - 2/2/2021, Tuesday

      Session Name                                               Starting Time   Room

      An Overview of Therap's Unified Model of Supports for      11:45 am EST    RM 301 / Amber
      States, Counties and Case Management Entities

      Individual Demographics Form:                              12:30 pm EST    RM 302 /
      Looking at the new IDF from the Oversight level with IDF                   Bluebird
      Synchronization options

                                           Day 2 - 2/3/2021, Wednesday

      Session Name                                               Starting Time   Room

      The Use of Therap's Referral and Priority List             11:00 am EST    RM 303 / Cardinal
      Modules for Coordination of Services

      Key Performance Indicator Discussion:                      11:45 am EST    RM 302 /
      What are States doing?                                                     Bluebird

                                           Day 3 - 2/4/2021, Thursday

      Session Name                                               Starting Time   Room

      Monitoring Provider Data from a Case Management            12:30 pm EST    RM 303 / Cardinal
      type of account which is linked to a State Oversight
      account

      Q&A on Statewide Implementation                            3:30 pm EST     RM 302 /
      of Therap across varied Service Providers                                  Bluebird

Last update: 01/21
                                                                                                  27
Quality Assurance/Data Initiatives

                     Jason Laws                                          Catherine Hauser
                     Director of Quality and                             Large Provider Project Manager
                     Data Initiatives

At Therap, we want our users to have the tools and understanding to go beyond simple data collection to
the actual application and analysis of data to improve the lives of the individuals they support. We believe
that harnessing the power of the data that organizations are already collecting is a crucial element to
increasing the overall value and quality of services provided. At our National Conference, we’ll be
conducting several sessions to familiarize our users with the tools that are available as well as to discuss the
role of data literacy and data utilization in improving overall quality.

                                             Quality Assurance,
                                             Compliance and Audit Solutions

                             Meaningful, Measurable, Manageable

            Configurable options to assess organizational performance and comply with
                              accreditation and regulatory standards.

Streamline documentation review, reporting, and compliance activities via:

     Assessment of outcomes at the individual, program, and provider level
     Real-time access for managers, administrators, and agency-authorized third party reviewers
     Full audit trail of all activity including date/time
                                                             Billing Dashboard
     stamp and electronic signature
     Generation & validation of billing data directly from
     service documentation
     Analytic Dashboards for Demographics, Incident
     Reports, Data-Driven Outcomes, Billing, & more

28                                                                                                       Last update: 01/21
Quality Assurance/Data Initiatives

We have over 15 sessions on Quality Assurance for all levels of Therap expertise.

                                            Day 1 - 2/2/2021, Tuesday

     Session Name                                                      Starting Time   Room

      Health Tracking and looking at Business Intelligence             11:45 am EST    RM 211 / Pine

      Business Intelligence: Sneak Preview of the upcoming             1:15 pm EST     RM 205 / Fir
      Employment History Dashboard

     Business Intelligence for Multi State Providers:                  2:45 pm EST     RM 216 / Tulip
     How to Use Therap's BI Tool to Aggregate Data
     across States

                                            Day 2 - 2/3/2021, Wednesday

     Session Name                                                      Starting Time   Room

      Data Driven Outcomes for Multi State Providers. Part 1           11:45 am EST    RM 216 / Tulip

      Data Driven Outcomes for Multi State Providers. Part 2           12:30 pm EST    RM 216 / Tulip

     What Does it All Mean?                                            2:45 pm EST     RM 308 /
     Interpreting your Data through Data Driven Outcomes                               Hummingbird

                                            Day 3 - 2/4/2021, Thursday

      Session Name                                                     Starting Time   Room

      Demographic Reporting in Therap: Using the Business              11:45 am EST    RM 208 / Lily
      Intelligence Demographic Dashboard, Report Library, and
      Demographic Report to Assess Demographic Trends

      GER's & Business Intelligence                                    2:00 pm EST     RM 306 / Falcon

      The importance of Data Literacy                                  4:15 pm EST     RM 207 / Hemlock
      Creating a culture that encourages data driven decision making

Last update: 01/21
                                                                                                         29
Person-Centered Thinking

Comprehensive e-Solution
for Person-Centered Services

                             Plan. Support. Achieve.

Support Plans and Outcome Tracking
     Document the Planning Process for Individual-Based Services
     Develop Goals, Objectives & Assessments with custom Scoring Methods
     Track Progress & Generate Reports for Review & Analysis

Use our comprehensive suite of online tools to support individuals, families, and
your team’s efforts to helping people reach their good life.

            Planning Tools Available for Case Management Teams,
                   States, Providers, Individuals & Families:

        Support Individuals to Create a Shared
        Vision for a Good Life.
        Discover, Explore, & Plan Meaningful Supports.
        Identify Personal Goals & Strategies to
        Achieve them.
        Configurable Options to Ensure State &
        Federal Compliance.
        Analytic Dashboards for Goal Acquisition
        and Data Driven Outcomes.

30                                                                           Last update: 01/21
Person-Centered Thinking

                        Ishya “Shae” Dotson                                    Jeff Case
                        Assistant Director of                                  National Director of
                        Person Centered Practices                              Business Development

Therap is the comprehensive e-Solution for person-centered planning. Our system offers a variety of tools
that support individuals, families, providers and state stakeholders through the discovery and planning
process for developing person-centered support. We are delighted to announce we are official technology
partners with the University of Missouri-Kansas City Charting the LifeCourse Nexus. Charting the
LifeCourse is a person-centered planning framework that supports individuals and families to plan their
vision of a good life throughout the life trajectory. We are excited about offering sessions during our
conference that will help you to explore the use of our comprehensive suite of online tools to support
individuals, families, and your team’s efforts to help people reach their good life.

          We have over 30 sessions on Person-Centered Practices from beginner to advanced level!

         Charting the LifeCourse                                              Day 2 - 2/3/2021, Wednesday

         Join the Community of Learning.                 Starting time: 12:30 pm EST | Room 307 / Granite

                                                   How To Get Started - Launching
                                                   Charting the LifeCourse at Your Agency.

                                                   Dr. Reynolds and Jeff Case will review the basic principles
                                                   of the Charting the LifeCourse Nexus and how your
                                                   agency could get started using the person-centered
                                                   framework supporting individuals.

         Dr. Michelle C. Reynolds
         Research Associate Professor
         University of Missouri-Kansas City, Missouri

Last update: 01/21
                                                                                                           31
Employment First Services

                Kevin Dierks                                   Caiti Woodburn
                Regional Director-Pacific Rim                  Senior State Training &
                                                               Implementation Specialist

The Employment History module allows for recording comprehensive employment history
for individuals in one place. It is utilized in tandem with employment service data collected
on individualized supports, backed by billing service authorizations and enhanced by
measurable outcomes reporting.

e-Solution for
Community Employment

Employment First Tools
Maximize productivity by giving employment
teams the tools to document work experience
                                                     Check the schedule for 15+
and job details at the point of service.             Employment history Sessions

                                                     Functionality includes:

                                                         Job Discovery & Career Planning
                                                         Maintain a Job Bank
                                                         Track Applications & Interviews
                                                         Manage Milestones
                                                         Track Support Provided

32                                                                                         Last update: 01/21
Association of People Supporting Employment First-APSE

                                                       APSE is the national voice for Employment First. Our members work to make inclusive
                                                       workplaces, fair wages and benefits, and the dignity of a job well done a reality for people
                                                       with physical, mental health, intellectual, and developmental disabilities.

                               ADVOCATE                                          LEARN                                          CONNECT
                     • APSE is a national leader at the forefront       • Acclaimed conferences, online                 • Being an APSE member provides you
                       of the Employment First movement                   education, trainings, and Emerging              with a national network of over 2,300
                       making sure your voice is heard at the             Leader opportunities provide recourses          individuals dedicated to Employment
                       federal, state, and local level.                   and CRC credits to advance your career          First.
                                                                          and the Employment First movement.
                     • APSE’s Policy Alerts and Employment                                                              • With 40 Chapters across the US,
                       First Legislation and Policy Updates             • Members receive a discounted rate on all        membership in National APSE gives
                       provide information on current federal             trainings, free monthly member webinars,        you membership in your APSE State
                       and state-level Employment First                   and priority access to free trainings.          Chapter and colleagues working to
                       Initiatives.                                                                                       build toward the same goal.
                                                                        • APSE Organization and Transformation
                     • Access to Competitive Integrated                   Workshops and Institutes, Financial           • APSE State Chapters provide state
                       Employment Data Fact Sheets, State                 Literacy Trainings, Bootcamps and the           specific networking, training, and
                       Disability Employment Snapshots, Public            CESP Certification set the standard             leadership building opportunities.
                       Policy Priorities updates, and Legislative         for advancing competitive integrated
                       Toolkit for advocates and families.                employment.

                                                  APSE has several types of professional and business memberships to provide the benefits and value you need.
                                                                              For more information, visit us at apse.org/membership, or email at info@apse.org

                                                                Join APSE for these sessions
                                                                                Day 1 - 2/2/2021, Tuesday
                                    Julie Christensen
                                    Director of Policy and Advocacy,            COVID and Its Impact on Employment Services Nationwide.
                                    Interim Executive Director                  3:30 pm (EST) Room: RM 206 / Goldenrod

                                                    Day 2 - 2/3/2021, Wednesday
                                                    You Can Do Employment Too! Discussion on how you can start supporting #EmploymentFirst
                                                    11:45 am (EST) Room: RM 206 / Goldenrod

                                                    Day 3 - 2/4/2021, Thursday
Erica Belois-Pacer
Professional Development                            Employment Outcomes & Skills that Get Jobs -What Data Can Do.
Director                                            11:00 am (EST) Room: 205 / Fir

Last update: 01/21
                                                                                                                                                                  33
American Network of Community Options and Resources ANCOR

     Service providers support more than one million Americans with intellectual
     and developmental disabilities through the Medicaid program.
     ANCOR is their voice in Washington.

     Why ANCOR?
     Our mission is to advance the ability of our members in
     supporting people with intellectual and developmental                    “I AM OVERWHELMED
     disabilities to fully participate in their communities.                  by the response I have
                                                                              gotten [from the ANCOR
     ANCOR represents the needs and interests of more than 1,600
     community-based disability service providers before Congress
                                                                              Connected Community]. It
     and federal agencies. We are unrelenting in our advocacy for the         lightens my heart to know
     crucial role providers play in enhancing and supporting the lives of     that during these times
     people with disabilities and their families.                             there is still a community
                                                                              that will come together
     Being an ANCOR member means you and your organization play an            and support each other!”
     active and integral role in shaping the positions and solutions
     we share with federal decision-makers. Membership also means
                                                                                          —Jolie Marie Corder
     access to a wide array of benefits, such as:
                                                                                           Executive Director
                                                                                        New Perspectives, Inc.
        •   Critical resources to help you manage through the
                                                                                                Sioux City, IA
            COVID-19 pandemic, including the latest data, access to
            leading experts and more.

        •   Immediate and exclusive access to industry insights through our regular communications, including
            Capitol Correspondence, Stateside Report, Weekly Update and Connections.

        •   Significant registration discounts for learning and professional development opportunities to keep you
            on the leading edge, including our annual Policy Summit, a wide variety of webinars and our 2021
            Annual Conference, taking place June 14-16 in Miami.

            Access to 8,000+ colleagues and subject matter experts through the ANCOR Connected Community.

     Our ability to advocate on your behalf depends on you: the provider community is strongest when our
     voices come together. Now more than ever, it’s crucial that you become a part of this vibrant community of
     providers.

     Learn More and Join ANCOR Today
     To learn more about the benefits of ANCOR membership, download our member benefits brochure at
     ancor.org/membership. The cost of membership depends on your organization’s annual operating expenses.
     To calculate your dues and complete your membership application, visit ancor.org/join.

     Have questions? Get in touch! Contact Jerri McCandless at jmccandless@ancor.org or 703.535.7850, ext.
     107.

34                                                                                                                   Last update: 01/21
Billing

                     Nadine Sturgess                               Susan Allen
                     Director of Billing and                       National Business Development
                     Special Projects                              Billing Consultant

Therap’s Electronic Billing is a complete Revenue Cycle Management Solution for Intellectual and
Developmental Disabilities Service providers. Our solution is fully integrated with the Therap Suite of
Applications, making it possible to have service delivery documentation to support each billing unit.

                                                  Seamless Billing Workflows
                                                  Effective tools to streamline billing from direct
                                                  service documentation to claim reconciliation.
                                                  Therap’s billing platform is used by service
We have over 30 sessions on Billing               providers, agencies, counties, and states.
from beginner to advanced level!

Our system offers the following and more, including accounting
software integration:

      Staff can use the EVV Billing feature to process approved service hours recorded from
      check-in and check-out times. Billing data generated from EVV information can be used
      to submit claims
      Track Authorizations with Services Caps
      and More with Analytic Billing Dashboards
      Notifications of Utilization and Expirations
      & Extensive Reporting Tools
      Audit ready by Using Authorized Service
      Notes to Generate Billable Data
      Configurable Billing Rules to Support a
      Variety of Services & Settings

Last update: 01/21
                                                                                                          35
Therap Support and Training

                Maureen Noonan                                       Letisha Ulmer
                Director of Customer                                 Deputy Director of
                Support                                              Quality Assurance

Therap provides agencies with various training, support and information resources, from the very
first stages of implementation to day-to-day usage. These include a broad array of training options,
support materials, and technical assistance; all designed to cater to different learning styles and
user needs. Therap staff regularly connect with agencies and State offices across the country to
provide necessary training and ongoing support.

               Therap Training Your Way - On demand support , 24/7

      Help and Support home page
      Module overview pages which includes user guides or step by step instructions,
      videos, quick guides and FAQ’s
      Live and recorded webinars
      Conferences, whether State, Regional or National
      Live help where you can speak to a “live” Therap employee who will follow you
      through until issue is resolved or will route you to a specialist if needed
      My issues where you can communicate problems, suggestions, feedback and more!

36                                                                                            Last update: 01/21
Therap Support and Training

  Therap is bringing you a new
  style of courses in 2021
  Our new training courses will offer a mix of videos, reading, screenshots,
  scenarios, and review questions. These new courses are available to
  users on Therap's Help and Support Site.

                       Our Training Courses are now better than ever

                   New Quiz and                New Dynamic                     New Practice
                  Testing Options                Content                        Scenarios

  Therap Academy
  If your agency is interested in assigning
  training courses, tracking progress, and
  the ability to run reports , we have Therap
  Academy that can help you. Ask us for
  more information!

                                    Check our website for more details

Last update: 01/21at
                                                                                              37
2021 Therap National Conference Schedule | Day 1 - 2/2/2021, Tuesday

February 2-3-4, 2021
Preliminary Schedule (Subject to Change) - as of 01/31/2021                                                                                                                                                                           Page 1 of 2 for Day 1 - 2/2/2021, Tuesday
                       Session

                                         Therap for New &
        Time                                                                     User Presentations                        Employment                          Quality Assurance                         Scheduling / EVV                           Nursing                               Billing
                                         Prospective Users.

 10:00am EST             0                                                                 Therap Conference Center Doors Open. Login Early! Visit the Exhibit Hall. Take a Therap Knowledge Quiz. Sign up for the Scavenger Hunt.
                                                                                                                           11:00 am - 11:40 am EST                     Day 1 Plenary: Welcome / Introductions.
                         1                                                                                                 10:00 am - 10:40 am CST
                                                                                                                                                                       Justin Brockie, Therap's Chief Operations Officer
                                                                                                                           09:00 am - 09:40 am MST
                                                                                                                           08:00 am - 08:40 am PST                     Room: 201 / Birch

                                                                                                                                  Remember we have more sessions for Tuesday on page 2
 11:45am - 12:25pm EST 2         Therap for New / Prospective                                                   Employment History: Agency             Quality Assurance: Writing a             EVV Explanation and                    Health Tracking and looking at      Billing 101
 8:45am - 9:25am PST             Customers: High Level Overview of                                              Set up for Success! Building the job   Therap QA Plan for Your Agency.          Implementation in States.              the Business Intelligence Data      Introduction to the Billing Modules.
 (40 min)                        Implementation & recommendations                                               bank, managing contacts and            BEG - RM 207 / Hemlock                   RM 209 / Maple                         Dashboard.                          BEG - RM 213 / Rock
                                 for sessions during the conference.                                            documenting interactions                                                                                               RM 211 / Pine
                                 BEG - RM 314 / Quail                                                           BEG - RM 205 / Fir

                                                                                                                                                                                                                                                                                                                  More day 1
 12:30pm - 1:10pm EST 3          Thinking Through                        Excel Wizardry:                        Employment History:                    Workshop                                 Workshop                               Health Tracking                     Billing
 9:30am - 10:10am PST            Therap Implementation                   Making Magic with Therap Data.         Documenting the Individuals            ISP Program Writing & QA Part 1:         Scheduling / EVV Module &              Overview of the included HT         Selecting the right method of data     sessions on
 (40 min)                        Creating a Crosswalk Between                                                   progress throughout their journey      ISP Program Writing, Naming              Sandata Billing Part 1: Set-up and     modules. Producing Health Care      collection for your billing
                                 Your Docs & Therap's Modules.
                                                                         Details in the Conference Catalogue.
                                                                                                                to employment. (Funding,               Conventions, Structure, Scoring          billing process overview for States    Reports/ Health Tracking Review.    requirements.
                                                                                                                                                                                                                                                                                                                  page 2.
                                                                         USER PRES - RM 204 / Emerald
                                 BEG - RM 202 / Cactus                                                          Milestones, Training & Coaching.)      Methods, etc.                            using the Sandata Aggregator.          BEG - RM 212 / Quartz               BEG - RM 214 / Sunflower               These are
                                                                                                                BEG - RM 206 / Goldenrod               BEG - RM 208 / Lily                      RM 210 / Oak                                                                                                      only the half
                                                                                                                                                                                                                                                                                                                  of our
 1:15pm - 1:55pm EST   4         Therap Live Help / Agency Support       Accessing your Data.                   Business Intelligence                  Workshop                                 Workshop                                                                   Billing                                sessions for
 10:15am - 10:55am PST           Informational tour around the system    Therap Access & Transparency           Sneak Preview of the upcoming          ISP Program Writing & QA Part 2:         Scheduling / EVV Module & Sandata                                          Using the Attendance Module to
 (40 min)                        & The live help desk. How Therap        of Documentation.                      Employment History Dashboard.          Review all ISP Data Reporting            Billing Part 2: Scheduling                                                 collect census data.                   day 1,
                                 supports your agency in transitioning   Details in the Conference Catalogue.   RM 205 / Fir                           options. Searching & Exporting to        walkthrough & Reporting for States                                         RM 213 / Rock                          make sure
                                 to Therap.                                                                                                            Excel, Pivot Tables for missing data.    using the Sandata Aggregator.
                                                                         USER PRES - RM 203 / Daisy                                                                                                                                                                                                               you check
                                 BEG - RM 314 / Quail                                                                                                  BEG - RM 208 / Lily                      RM 210 / Oak
                                                                                                                                                                                                                                                                                                                  out the
 2:00pm - 2:40pm EST   5         Keys to a Successful Implementation     When the stakes are high:                                                                                              Billing from the Scheduling /          Reviewing the new                   New Billing Features.                  next page
 11:00am - 11:40am PST           BEG - RM 202 / Cactus                   Pulling an organization out of an                                                                                      EVV Module.                            Health Screening Module.            Unit Calculation Rule for ISP, Bulk    for more
 (40 min)                                                                epic implementation failure.                                                                                           RM 209 / Maple                         RM 212 / Quartz                     Claim Update, and Medicaid
                                                                                                                                                                                                                                                                           Eligibility.                           Tuesday
                                                                         Details in the Conference Catalogue.
                                                                         USER PRES - RM 204 / Emerald                                                                                                                                                                      RM 214 / Sunflower                     sessions on
                                                                                                                                                                                                                                                                                                                  Case
                                                                                                                                  Remember we have more sessions for Tuesday on page 2                                                                                                                            Management,
                                                                                                                                                                                                                                                                                                                  Module
 2:45pm - 3:25pm EST   6         Workshop                                What's in a Naming Convention?         Employment History & ISP               Developing a Quality Assurance           Scheduling / EVV User Group:           Medication Administration Records   Capturing Revenue: Using the
 11:45am - 12:25pm PST           Account Setup Part 1: Super Roles,                                             Programs: How ISP Programs now         Process for ISP Programs & Data.         For Providers who are Current Users    (MAR Plus): Medication History &    Billing Audit Guide.                   Training,
                                                                         Details in the Conference Catalogue.
 (40 min)                        Caseloads, User Privileges &
                                                                         USER PRES - RM 203 / Daisy
                                                                                                                integrate with Employment History.     Panel Discussion.                        of the Sch/EVV module.                 live drug database to produce a     RM 213 / Rock                          Workshops
                                 HIPAA consideration.                                                           RM 205 / Fir                           RM 208 / Lily                            USER GRP - RM 210 / Oak                fully functioning eMAR.
                                 BEG - RM 314 / Quail                                                                                                                                                                                  RM 211 / Pine
                                                                                                                                                                                                                                                                                                                  and more!

 3:30pm - 4:10pm EST 7           Workshop                                                                       APSE                                   Quality Assurance & Data Auditing:       EVV: Electronic Visit Verification     MAR Plus & Pharmacy Interface       Billing:
 12:30pm - 1:10pm PST            Account Setup Part 2: Provider                                                 COVID and Its Impact on                Auditing daily documentation for         Therap's Solution Meeting the          Modules. How these 2 modules        Utilization and Claims Management
 (40 min)                        Preferences, Password Policy, Signup                                           Employment Services Nationwide.        completion per agency protocols.         National Mandate.                      work together.                      RM 214 / Sunflower
                                 Agreement, Splash Message, Shared                                              Guest Speaker                          How does your agency perform             RM 209 / Maple                         RM 212 / Quartz
                                 Contacts, 2F & Self Password Reset.                                            RM 206 / Goldenrod                     these checks?
                                 BEG - RM 314 / Quail                                                                                                  RM 207 / Hemlock

 4:15pm - 4:55pm EST     8                                               Case Notes & Questionnaire             Reporting from Employment                                                       Quality Assurance and EVV:             Health Plus Modules.                Comparative Analysis of Billing
 1:15pm - 1:55pm PST                                                     Versatility: An alternative to         History: Using Excel to Review                                                  Policies / Procedures to think         Review of the 7 modules in the      data collection: ISP Data vs
 (40 min)                                                                ISP Programs.                          your Data.                                                                      about when using EVV.                  Health Plus suite. Managing a       Attendance vs Case Note's.
                                                                         Details in the Conference Catalogue.   RM 205 / Fir                                                                    RM 210 / Oak                           complete EHR in Therap.             RM 213 / Rock
                                                                         USER PRES - RM 203 / Daisy                                                                                                                                    RM 211 / Pine

BEG - Beginner     USER PRES - User Presentation                 PNL DIS - Panel Discussion        USER GRP - User Group          Guest Speaker - Guest Speaker                                                                                                                                                                     TNCOS0011

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