Classes at T.H.E. Conference

How to Retain Your Customers and Grow Your Business with a Customer Loyalty Program

Speaker: Theresa Neal, RepeatRewards

Category: Business and Sales

Class Description: The basic formula for success with your pharmacy is more customers equals more revenue. Most marketing efforts focus on getting new customers in the door but, did you know that your existing customers are likely to spend 55% more than one-time customers? That’s why your marketing should include existing customers. Learn more about how programs like customer loyalty and referrals can drive more sales.

Leadership: The Simple Skills of Growth, Without the Stress

Speaker: David Woods, Magellan Executive Partners

Category: Business and Leadership

Class Description: In this session, you will learn new skills and perspectives that will enable the growth you desire for your organization and your team without the normal stress associated with growth or change.  David Woods - speaker, best-selling author and former CEO of 4 different companies - will share specific and tangible “things to do” and “things not to do”.  This is not your typical, leadership “Rah Rah Rah” session. Instead, David will share specific concepts and new skills that you can use starting as soon as you return to your pharmacy.

Buy Low, Sell High - Understanding What Drives the Value of Your Business

Speaker: Charles LeBon, Director of Pharmacy Ownership, AmerisourceBergen

Category: Business and Operations

Class Description:

  • Review the current independent pharmacy marketplace
  • Describe methods to determine “opinion of value” for a pharmacy business
  • Discuss factors and strategies that influence pharmacy value in determining selling price
  • Identify the key steps in the successful selling process

How Tax Reform is Improving Pharmacy Cash Flow

Speaker: Ollin Sykes and Scotty Sykes, Sykes & Company, P.A.

Category: Industry and Operations

Class Description:  The biggest tax changes in thirty years under the Tax Cuts & Jobs Act of 2017 are sure to impact you, your pharmacy and cash flow. This class will break down the essential pharmacy changes in an easy to understand format so you can take action immediately and improve your pharmacy cash flow.

Pharmacy Security

Speaker: Brad Townsend, Director of Information Technology, Transaction Data Systems

Category: Industry and Operations

Class Description: Security in your pharmacy goes beyond just locks on the door. In this class, Transaction Data System’s Director of Information Technology Brad Townsend will go over common best practices for physical, operational, and digital security to protect your business.

Understanding Troubleshooting Process with Computer-Rx Products, Hardware and Interfaces

Speaker:  Paul Jacobsen, Product Support Manager, Transaction Data Systems

Category: Computer-Rx Technology and Training

Class Description: This class will explore some simple troubleshooting steps to some of the most common problems surrounding printing, interfaces and networking. This class will also detail the process in which Computer-Rx associates work to troubleshoot issues less common.

401Ks, IRAs, SIMPLE plans, SEPs – Alphabet Soup, What Does It All Mean?

Speaker: Steve Dumstorff, Kerber, Eck & Braeckel LLP

Category: Business and Operations

Class Description: Learn why everyone needs a qualified retirement plan to accumulate significant wealth and save on tax costs – and how to do it – in this class taught by Steve Dumstorff, CPA, PFS. In this class, we will cover examples and illustrations of how one of the last and longest standing large tax deductions (coupled with a strategic, goal-oriented plan) can help you accumulate substantial wealth with the government’s help.  Your retirement plan wealth accumulation options may be far greater than you have probably heard before from your financial advisor or retirement plan administrators…and maybe even your CPA!

Pharmacy Accreditation: Getting and Keeping

Speaker: Tony Zappa, Chief Solutions Officer, Trellis Rx

Category: Industry and Operations

Class Description: In this class, Tony Zappa, Trellis-Rx, will address the major requirements for a pharmacy to be accredited, the process of getting an accreditation, and how to maintain/manage ongoing accreditation requirements. 

Getting the Most Bang for Your Buck Online

Speaker: Nicolle McClure, President, GRX Marketing

Category: Business and Marketing

Class Description: Nicolle McClure, President of GRX Marketing, will discuss digital marketing and how it can benefit your pharmacy in this class. Nicolle will answer common questions about digital marketing such as why you should consider digital marketing as part of your overall plan, what your options are, and which digital marketing options are best for your business. She will also dive deep into SEO, website ads, GeoFencing, and more. Finally, she will cover what types of messages will work best online, how you can make your advertising personal, and how to track your ROI!  

Rx30 Reports - Templates, Sort Codes and Restrictions

Speaker: Dalia Rios, Transaction Data Systems

Category: Rx30 Technology and Training 

Class Description:  This class will demonstrate setting up reports by using templates, and how they can be made more specific for a store by using sort codes and restrictions.

Understanding Reports in the Rx30 Point of Sale 2.0

Speaker: David Stillman, POS Implementation Specialist, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Knowing what report works best for specific situations can be frustrating. In this informative session, users will learn best practices on how to properly filter reports in Rx30 Point of Sale 2.0 to retrieve the best desired results.

Introduction Medication Synchronization

Speaker: Robin Enright, TDS Associates Trainer, Transaction Data Systems

Category: Computer-Rx Technology and Training

Class Description: If you have used the autofill feature to fill your patients prescriptions and you are looking to move to filling those prescriptions at the same time every month, this is the class for you. You will learn how to identify your patients eligible for medication synchronization, set those patient up, sync their medications, complete the prep work before completing the fill process.

Nuts and Bolts of the Customer Success Portal

Speaker: Lauren Arvay and Amber Pospeich, Transaction Data Systems

Category: Computer-Rx or Rx30 Technology, Customer Experience

Class Description: The Customer Success center is a valuable time saving tool and will be soon available for all TDS clients. In this class you will learn more about the features that help you connect with our support team to solve issues and also learn about the portal being a one stop database for articles and videos developed to help you navigate the Computer-Rx and Rx30 products and services.

Hidden Money Makers in your Pharmacy!

Speaker: Jeff Hedges, President & CEO, R.J. Hedges & Associates

Category: Industry and Operations

Class Description: Learn three areas most pharmacies already dispense or are authorized to dispense to help increase your revenue.  While many think it is too hard or too much paperwork, Jeff Hedges, the Pharmacy Compliance GuideTM, will help navigate the rough terrain and lend ways you can modify your operations to expand your practice and increase your revenue.

Exploring Hardware Best Practices

Speaker: Michael Chiri, Hardware Product Guru, Transaction Data Systems

Category: Computer-Rx Technology and Operations

Class Description: Hardware is probably the most complex aspect in the pharmacy. In this class, we pull back the curtain and explore topics concerning common hardware replacement time frames; warranties; moving existing data to new servers or adding new workstations;  and ending with some common hardware troubleshooting errors and resolutions.

Understanding Internet Security and Backup Safety

Speaker: Jarrett Freeman, Network Engineer and Security Specialist, Transaction Data Systems

Category: Computer-Rx Technology and Operations

Class Description: With date security targeted by data thieves more than ever, understanding how you should protect your patient's health information and your pharmacy financial information has never been more important. You will be given suggestions that will help you safeguard that information in this class. You will also explore your options for backing up that data that will protect the data from viruses and harmful acts of nature.

Mastering Your Delivery Options with the Rx30 iPad Application

Speaker: Michael Reeder, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Delivery options using the iPad Application will show setup options for the App, and review the process of creating manifests, delivering and receiving signatures, and downloading the completed manifest back into Rx30.

Introduction to Automated Reports

Speaker: Robin Enright, TDS Associates Trainer, Transaction Data Systems

Category:  Computer-Rx Technology and Operations

Class Description: Computer-Rx has hundreds of report views that can be set to print or email at your preferred day and frequency. In this class you will walk through some basic customization of some of the more common reports in WinRx and WinScan and then learn how to set the automation for those reports to print or email you.

Bridging the Gap with Technology

Speaker: Brad Townsend, Director of Information Technology, Transaction Data Systems

Category: Business and Operations

Class Description: The business department of every organization has processes and goals to help them be successful, and so do technology departments. Too often these goals and processes do not align in a way that allows both sides to clearly understand each other and to achieve the outcomes needed for the organization. The goal of this class is to discuss and give any business the tools to bridge that gap.

Tax Planning 101 for Business Owners

Speaker: Steve Dumstorff, Kerber, Eck & Braeckel LLP

Category: Business and Operations

Class Description: Reducing the income tax burden on you, your business and your family.  Income tax costs can be one of the larger expense line items on the profit and loss statement for business owners.  Do not make the mistake of viewing that line item as just a sunk, uncontrollable cost.  Will cover some basic and advanced tax planning tips that can help reduce your tax burden.  In addition, I will touch on a few of the most critical aspects of Tax Reform having the most significant impact on entrepreneurs and business owners.

Introduction to Retail Charge Accounts

Speaker: Robin Enright, TDS Associates Trainer, Transaction Data Systems

Category:  Computer-Rx Technology and Training

Class Description: If you are looking to move your charging for transactions from paper to the pharmacy software, this is the class for you. You will learn how to add charge accounts, understand account settings, complete charge transactions, posting charges, correcting postings and the process to close the month out for the accounts.

Tips for Connecting with Your Local Doctors

Speaker: Nicolle McClure, President, GRX Marketing

Category: Industry and Marketing

Class Description: In this class, you will learn what doctor detailing is and how it can become an important part of your pharmacy’s marketing and business game plan. You’ll learn the common reasons why pharmacy owners don’t doctor detail – and how to overcome those reasons – as well as how to integrate doctor detailing into your overall marketing plan. Nicolle McClure, President of GRX Marketing, will teach you how to get started, including how to put a plan together, how to make personal visits, and other options beyond personal visits that will help you still make a connection.

Exploring Interfaces within your Pharmacy Management Software

Speaker:  Paul Jacobsen, Product Support Manager, Transaction Data Systems

Category: Computer-Rx or Rx30 Technology and Innovation

Class Description:  TDS works with hundreds of vendors and many of them interface into Computer-Rx products. In this class you will learn about just a few of those interfaces: Clinical, Workflow, Long Term Care, Inventory and Shipping. 

Rx30 Inventory Overview (for stores currently using Inventory)

Speaker: Wade Hinkle, Co-Founder, Inventory IQ

Category: Rx30 Technology and Training

Class Description: Rx30 Inventory (for stores already using Inventory) will be a discussion of the newest features and functionality to improve a store’s use of the Rx30 inventory software.

Taking your Delivery Process Digital from Tickets to Signatures

Speaker: Robin Enright, Transaction Data Systems

Category: Computer-Rx  Technology and Training

Class Description: If you complete deliveries using paper and are looking to make that process more digital, this class is for you. In this class you will make delivery tickets and delivery logs and then explore the process of how those logs are completed using our WinScan Mobile Delivery App.

Rx Filling - Shortcuts & Parameters

Speaker: Dennis Hatchett, Transaction Data Systems

Category:  Rx30 Technology and Training

Class Description: Rx Filling - Shortcuts and Parameters will show how to save time, keystrokes, and fill prescriptions more efficiently in Rx30.

Perpetual Inventory: Managing Your Greatest Asset for Success

Speaker: Jared Barton, Chief Marketing Officer, and Wade Hinkle, Co-Founder, Inventory IQ

Category: Industry and Operations

Class Description: 

  • What is perpetual inventory and why it's important to your success
  • Advantages of a perpetual inventory system
  • How perpetual inventory can save you thousands of dollars
  • How perpetual inventory can save struggling businesses
  • Why perpetual inventory is the only way to manage your business in 2019

Success with SyncRx

Speaker: Andrew Kleinmann, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: SyncRX will demonstrate the newest features and changes made to RX30 SyncRX software, and demonstrate how to to use the function to sync a patient’s prescriptions.

Cash-Every Pharmacy Needs It! How to Position Yourself and Your Pharmacy to be Properly Capitalized

Speaker: Mike Bollinger, General Manager of Independent Pharmacy Lending, and Alistair Canal, SVP Strategic Alliance Programs, Live Oak Bank

Category: Business and Operations

Class Description: In this class, Live Oak Pharmacy Lending pros Mike Bollinger and Alistair Canal will help aspiring pharmacy owners, and current owners alike, understand the credit criteria a lender may review when applying for a pharmacy loan.  Whether you are acquiring a pharmacy, refinancing debt, starting a pharmacy, leasing, or just need working capital, you will learn about the different types of financing that may be available.  Mike and Alistair will also help you understand the importance of cash flow and how debt service may impact the pharmacy, as well as when it is best to lease vs. buy equipment or technology.

Business Analytics

Speaker: Brad Townsend, Director of Information Technology, Transaction Data Systems

Category: Business and Operations

Class Description: Data-driven decision making is the heart of strategic decision making in any business, but many business owners don’t know how to get their business to this point.   Brad Townsend, Director of Information Technology at Transaction Data Systems, will go over the strategies used by the TDS Data Team and show you how any business can benefit, as well as how to implement these practices in your own business.

Understanding Credit Card Security, EMV, Tokenization and More!

Speaker: Thomas Flutey & JP Wolf

Category: Computer-Rx or Rx30 Technology and Training

Class Description: Do I need worry about credit card security if I know all of my patients? What does it mean if I do not have signature pads that can read chip cards? Learn the answers to these questions and more from member of the credit card processing industry and a TDS representative.

Manage Your Front-End Inventory in Rx30 Point of Sale 2.0

Speaker: David Stillman, POS Implementation Specialist, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Detailed training on how to navigate through Rx30 Point of Sale 2.0 Inventory Management. This session will explain the most efficient ways to add inventory, process and receive purchase orders, create custom departments, adjust inventory levels, etc.

Sales Training 101: How to Sell More with Your Current Staff

Speaker: Russell Murrow, VP of Sales and Marketing, Transaction Data Systems

Category: Business and Sales

Class Description: This class will give you proven tactics to help increase your sales inside your pharmacy by better utilizing your existing staff.

Making the Most of Rx30 Accounts Receivable: Charge Accounts

Speaker: Arianna Cooley, Transaction Data Systems 

Category: Rx30 Technology and Training

Class Description: Accounts Receivable will review all of the features of the A/R software, and discuss the options available for posting transactions, printing statements, and using the reports to better manage your charge accounts.

USP <800>: It’s not just for Compounding Pharmacies

Speaker: Jeff Hedges, President & CEO, R.J. Hedges & Associates

Category: Industry and Operations

 Class Description: The buzz of 2019 is USP <800>. While many believe it will only affect Compounding practices, the truth is the guideline for Hazardous Drugs will impact every type of pharmacy: Compounding, Specialty, Retail, and LTC.  Learn the steps a retail or LTC pharmacy will need to implement USP <800> guidelines in a simple process, that will not over burden your pharmacy, permit you to continue normal pharmacy operations all while maintaining compliance with these stream lined processes.  

Rx30 Point of Sale 2.0 Training

Speakers:  Sam Garcia and Steve Yost, POS Trainers, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Learn all about features and functionality of the Rx30’s Point of Sale 2.0 System from certified POS Trainers. This session will showcase the differences between Rx30 POS 1.0 and Rx30 POS 2.0, along with a checklist of what needs to be done on the customer side to start using the new version.

Dive Into the Rx30 Workflow/Workview

Speaker: Andrew Kleinmann, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Workflow/Workview will demonstrate the current options available to stores using WF in Rx30.

Utilizing Automated Filling: Auto Fill, Virtual RPH and Refills Due Report

Speaker: Dalia Rios, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: Automated Filling will review the functionality in Rx30 for auto-filling specific prescriptions, using the Refills Due report to generate a specific list of prescription that can be queued to automatically fill, and how Virtual RPH can send those prescriptions for adjudication and print the labels at a time each morning defined by the store.

Rx30 Inventory Overview (for stores not currently using Inventory)

Speaker: Wade Hinkle, Co-Founder, Inventory IQ

Category: Rx30 Technology and Training

Class Description: Rx30 Inventory Overview will be a discussion of how to begin using perpetual inventory in Rx30,  and the best steps to take to reduce inventory and achieve maximum results from the software

Creating and Dispensing Compound Drugs in Rx30

Speaker: Dennis Hatchett, Transaction Data Systems

Category: Rx30 Technology and Training

Class Description: This class will demonstrate the options available in Rx30 for creating and dispensing compound drugs.

Enhancing Pharmacy Communications Through Digital Tools

Speaker: Sean Ramsey, VP and General Manager of Pharmacy, Updox

Category: Business and Marketing

Class Description: In this class, Sean Ramsey, VP and General Manager of Pharmacy at Updox, will discuss how you can enhance your communications with patients through digital tools. Sean will address how you can complement – not replace – your traditional methods of contacting patients with digital communication. These digital tools should enhance your ability to communicate with your patients and Sean will share tips on how to best incorporate them into your daily workflow. 

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