COMPULINK CONNECTED 2025 Schedule
Wednesday, November 12, 2025
2:00pm - 4:00pm Registration
4:00pm - 6:00pm Happy Hour @ Altitude | Marriott Gaslamp
Thursday, November 13, 2025
6:30am - 7:30am Registration & Breakfast
7:00am - 4:00pm
7:30am - 8:45am
Speaker: Donald Jones
Topic: Navigating the Digital Transformation of Healthcare through AI Expand
Donald Jones, Chief Digital Officer of the Scripps Research Translational Institute, is a globally recognized leader in digital medicine, AI, technology-enabled health services, and virtual-first healthcare delivery. As a senior executive, he built two of the largest nationwide, multi-billion-dollar U.S. healthcare service companies
Presented On:
Thursday, November 13 8:00am
Presenter: Donald Jones, Chief Digital Officer of
the Scripps Research Translational Institute
8:50am - 9:45am
Follow the full life cycle of a patient visit—from eligibility and check-in to tracking, scheduling, and productivity insights. Learn how to use key tools and reports to monitor appointment utilization, manage waitlists, and measure provider and staff performance. Discover practical ways to streamline workflows, improve efficiency, and strengthen your financial outcomes with Advantage PM.
Presented By:
Brenda Ellis
Training Specialist
Compulink
This course is designed to help healthcare providers and staff maximize efficiency and reduce documentation burdens by leveraging Advantage EHR’s built-in features. Participants will explore practical tools and shortcuts that streamline charting, improve accuracy, and free up valuable time for patient care.
Presenter:
Heather Reyes, COT
Director, Product Management
Compulink
Learn proven strategies to guide patients smoothly through every step of their visit—from scheduling and clinical care to billing and collections. This session will share best practices to boost efficiency, improve satisfaction, and create a seamless experience from the first appointment to final payment.
Presented by:
Danielle Mitchell,
Director, Training & Implementation
Compulink
Learn how MyEyeStore empowers your practice to sell contact lenses, dry eye relief, and hundreds of OTC products directly through your custom-branded online store. With built-in reorders, subscription options, and full Advantage integration, you can boost patient retention, increase revenue, save staff time, and deliver a seamless patient experience—all while we handle fulfillment.
Presenter:
Brian Crites
Compulink
9:45am - 10:00am Break
10:00am - 10:55am
Get ready for the future of Advantage! The exclusive preview of our groundbreaking innovations reshaping our platform.
Discover:
- A first look at the sleek, cloud-native Web Advantage experience
- The game-changing business benefits of moving to the cloud
- The all-new Patient Portal designed for better engagement
- MS-SQL Server as our powerful new database option
See what’s next, explore the design in action, and share your insights during an interactive Q&A that brings you into the evolution of Advantage.
Presenter:
Bob Read, CTO
Compulink
Stay ahead of the curve with the latest Advantage EHR updates and insider insights. In this session, Heather will break down new features, enhancements, and best practices to help your organization get the most out of your EHR. Designed for providers, administrators, and clinical staff, this course offers a clear, engaging overview of what’s new, what’s coming, and how to take advantage of tools that improve workflows, compliance, and patient care.
Presenter:
Heather Reyes, COT
Director, Product Management
Compulink
Gain the skills to manage your system with confidence. This session will cover key admin essentials to streamline workflows, optimize performance, and set your practice up for long-term efficiency and success.
Presenter:
Danielle Mitchell
Director, Training & Implementation
Compulink
Discover how to boost optical sales and streamline your workflow with Advantage Spectacle POS. This session will show you how to fully leverage its features to improve efficiency, enhance the patient experience, and increase revenue. Don’t miss out on tips to maximize every sale!
Presenters:
Lisa Glendinning & Darla Sippos
Training Specialists
Compulink
11:00am - 12:00pm
Discover how Quantum AI’s ambient scribe transforms patient encounters into fully structured documentation, automatically generating progress notes, ICD-10 codes, and treatment plans in seconds. This session highlights how the AI-powered scribe integrates directly with your Compulink EHR to reduce charting time and boost provider productivity. You’ll also explore how the new Order Sets functionality streamlines your exam. Gain practical tips for implementation and see how AI can simplify documentation while improving accuracy and efficiency.
Presenters:
Dean Weber
Quantum AI
Heather Reyes, COT
Director, Product Management
Compulink
- Boost collections
- Shorten accounts receivable cycles
- Eliminate staffing challenges
Presenters:
Mona Naik, Brian Crites, Bill Garvis, COO
Compulink
Discover how to effectively track and evaluate patient flow throughout your office by appointment type. This session will demonstrate how to use timers to measure overall visit duration and time spent between stops, giving you actionable insights to streamline operations, improve efficiency, and elevate the patient experience.
Presenter:
Darla Sippos
Training Specialist
Compulink
Join a collaborative session where we explore the newest layouts, time-saving efficiencies, and innovative tools. Swap ideas, get fresh perspectives, and walk away inspired with strategies you can put into practice.
Presented By:
Danielle Mitchell & Brenda Ellis
Compulink
12:00pm - 1:00pm Lunch
1:00pm - 2:00pm
Explore the latest enhancements designed to streamline your practice’s financial and scheduling workflows. This session will cover new Remittance Posting Denial tools, updated eligibility features within scheduling, and the advantages of using two clearinghouses. Learn how these updates can reduce errors, improve efficiency, and strengthen your revenue cycle management.
Presenters:
Aaron Roth & Luis Samayoa
Compulink
Gain the insights you need to take full control of your AR—so you’re compensated fairly by both patients and payors. Discover the latest reporting updates, learn what truly impacts your bottom line, and walk away with actionable steps you can use right away.
Presenters:
Danielle Mitchell & Brenda Ellis
Compulink
The 21st Century Cures Act, led by the Office of the National Coordinator (ONC), has reshaped the healthcare landscape by advancing patient access, interoperability, and data transparency. This course provides healthcare professionals, administrators, and IT leaders with a clear, practical understanding of the Cures Act requirements and how they impact day-to-day clinical and operational workflows.
- Understand the key provisions of the ONC Cures Act and their timelines
- Navigate compliance requirements around information blocking and interoperability
- Leverage certified EHR technology to meet regulatory standards
- Identify strategies to improve patient data access and exchange securely
- Apply best practices to ensure organizational readiness and avoid penalties
Presenter:
Heather Reyes, COT
Director, Product Management
Compulink
Discover how Advantage Patient Experience empowers your practice to simplify patient interaction from start to finish. This session covers online self-scheduling and real-time availability, automated text-to-pay options, and integrated eligibility checks to save staff time and reduce no-shows. You’ll also learn how digital check-in, e-signup forms, and custom messaging enhance patient experience and boost collections. Walk away with practical strategies to leverage Advantage Patient Experience and elevate both efficiency and patient satisfaction.
Presenter:
Shaun Priest, Senior Vice President
Michael Scagnelli, Product Solution Engineer
Promptly
2:05pm - 3:00pm
Presenter:
Alex Brown
Compulink
Take control of your practice’s inventory with Advantage Inventory! This class will show you how to streamline inventory tracking, automate ordering and receiving, and gain real-time insights into what’s in stock, selling, or ready to reorder. Learn how to simplify audits, manage vendor invoices, and keep your inventory working efficiently for your practice.
Presenter:
Lisa Glendinning
Training Specialist
Compulink
- ASC workflows for greater efficiency
- Leveraging Advantage EHR features to support perioperative documentation and compliance
- Reducing bottlenecks in pre-op, intra-op, and post-op processes
- Applying data-driven insights to continuously improve outcomes- roadmap to new reporting
Presenter:
Heather Reyes, COT
Director, Product Management
Compulink
- Setting up E&M coding logic for maximum reimbursement
- The new process for billing Surgery Assist charges
- Using AI Scribe to streamline exam documentation
- Simplifying clinical workflows with Order Sets
- Enhancements that make surgical and post-op documentation faster and easier
Presented by:
Dana Rentfrow
Product Director
Compulink
4:00pm - 5:30pm
Presenter:
Link Wilson, CEO/Founder
Compulink
Friday, November 14, 2025
8:00am - 2:00pm
8:00am - 8:55am
- Optimize your operations
- Enhance security
- Prevent data loss
- Lower your overall operating costs
Presenter:
Bob Read, CTO & Brian Crites
Compulink
Technology is no longer just a tool for documentation—it’s transforming the way care is delivered, experienced, and measured. This session brings together thought leaders, providers, and staff to explore how innovative solutions are reshaping patient care and raising expectations for outcomes, engagement, and efficiency.
Participants will discuss real-world examples of how Advantage EHR and other healthcare technologies are breaking down barriers, streamlining workflows, and creating more personalized patient experiences. The session format encourages open conversation, allowing attendees to share perspectives, challenges, and success stories.
Key discussion points include:
- How emerging technology is improving patient access and communication
- The role of interoperability in delivering more coordinated care
- Innovative uses of data and analytics to drive better outcomes
- Balancing efficiency with empathy in a tech-enabled environment
- Future trends and what’s next for patient-centered technology
By the end of this session, participants will gain new insights into how technology is pushing healthcare beyond expectations—and how their organizations can embrace it to improve both patient and provider experiences.
Presented by:
Heather Reyes, COT
Director, Product Management
Compulink
In an era where cyber threats are evolving faster than ever, healthcare organizations must move beyond compliance checkboxes and embrace proactive security culture. This session will unpack why Security Risk Assessments are not just an annual requirement but a critical safeguard for patient trust and practice continuity. Learn how to identify your highest areas of exposure, what makes an SRA actionable, and how to turn your findings into measurable security improvements.
Presented by:
Wes Strickling, CEO
Chris Dean, VP of Strategy & Professional Services
CodexIT
Explore how optometry universities manage their schedules—and why their approach may differ from medical practices. We’ll discuss scheduling by doctor vs. by room, uncover other unique workflow differences, and share strategies to make your software work smarter in an academic setting.
Presenters:
Danielle Mitchell & Brenda Ellis
Compulink
9:00am - 10:00am
Running a large-scale healthcare enterprise requires more than just technology—it requires efficiency across every level of the organization. This session brings together leaders, administrators, and power users to discuss strategies for maximizing productivity and reducing complexity with Compulink’s enterprise solutions.
Participants will gain practical insights into how Compulink can streamline operations across multiple locations, specialties, and teams while maintaining compliance and quality of care. The interactive discussion format allows attendees to learn from peers, share best practices, and explore how to tailor enterprise-level tools to meet their organization’s unique needs.
Key discussion areas include:
- Optimizing workflows across large, multi-site organizations
- Leveraging Compulink’s enterprise tools for scalability and standardization
- Improving data access, reporting, and decision-making
- Enhancing communication and coordination between departments
- Overcoming common challenges in enterprise healthcare management
By the end of this session, participants will leave with actionable strategies and peer-driven insights to elevate efficiency and performance across their enterprise with Compulink.
Presenters:
Link Wilson, CEO
Heather Reyes, COT, Direct of Product Management
Aaron Roth, Director of Client Care
Get ready for the future of Advantage! The exclusive preview of our groundbreaking innovations reshaping our platform.
Discover:
- A first look at the sleek, cloud-native Web Advantage experience
- The game-changing business benefits of moving to the cloud
- The all-new Patient Portal designed for better engagement
- MS-SQL Server as our powerful new database option
See what’s next, explore the design in action, and share your insights during an interactive Q&A that brings you into the evolution of Advantage.
Presenter:
Bob Read, CTO
Compulink
- Practical, ready-to-use examples.
- Tips for modifying queries to fit your unique workflow.
- How better data access leads to better decisions for your practice.
Presenter:
Lester Goree & Nels Anderson
Compulink
With the rising costs of postage and evolving patient communication preferences, the need for efficient digital payment strategies is more critical than ever.
In this session, we will explore best practices for communicating patient-owed balances through modern channels like text and email. We will also discuss the strategic role of traditional paper statements for specific demographics or delinquent accounts and learn how to implement a "digital-first" approach that can pivot to traditional mail when necessary.
Additionally, this class will provide a deep dive into how our system seamlessly posts patient payments back into Compulink, streamlining your workflow. We'll also open the floor for an interactive Q&A session to learn about your specific needs and gather feedback to help us enhance the POS platform.
Presenters:
Curtis Schneckloth, Statement Support Manager
Tanner Marshall, Sr. Enterprise Sales Executive
POS Corp.
10:00am - 10:15am Break
10:15am - 11:10am
Learn how to strengthen your practice by harnessing utilization reviews, tailoring customization to your needs, and maximizing the impact of training. This session provides practical strategies to improve efficiency, support staff, and position your practice for long-term success.
Presenter:
Danielle Mitchell
Compulink
Join Maya Shammas, M.D to learn practical strategies for streamlining your EHR workflow. Discover how to spend less time on screens and more time connecting with patients through:
- Customized face sheets and layouts that improve efficiency
- Encounter favorites, order sets, and charge posting to reduce admin work
- Tools like auto fax, ASC integration, and worklists to simplify daily tasks
Walk away with proven tips to boost productivity, minimize clicks, and enhance patient care.
Presenter:
Dr. Maya Shammas
Gain complete visibility into your practice performance with Advantage Insights, Compulink’s powerful analytics and reporting platform. This session will show you how to move beyond spreadsheets and turn your data into real-time, actionable intelligence across operations, finance, clinical outcomes, and marketing. You’ll explore each Insights dashboard and learn how to interpret dashboards that reveal opportunities to improve efficiency, revenue, and patient satisfaction.
Presenter:
Alex Brown
Compulink
A collaborative discussion focused on the most effective reports and worklists for keeping your operations running smoothly. Bring your favorites, pick up new ideas, and leave with fresh tools to streamline your workflow.
Presenter:
Brenda Ellis, Training Specialist
Compulink
11:15am - 12:05pm
- Gain direct insights from Advantage’s EHR & PM leadership
- Learn about current development initiatives and future enhancements
- Share your ideas and experiences to help shape the product roadmap
- Network with peers who share similar workflows and challenges
By the end of this session, participants will leave with a clearer understanding of the direction of EHR & PM development and a stronger connection to the leaders driving it forward.
Presenters:
Link Wilson, CEO
Heather Reyes, COT, Director of Product Management
- Learn about current support and EDI trends from Advantage's experts
- Gain insight into ongoing enhancements and issue-resolution priorities
- Share feedback to help improve user experience and support effectiveness
- Connect with peers and discuss common challenges and solutions
Participants will leave with a stronger understanding of Advantage’s support strategy and how it continues to evolve to meet user needs.
Presenters:
Aaron Roth, Director of Client Care
Nels Anderson, Director of Client Success
Angela Stark, Product Support
12:05pm - 1:05pm Lunch
1:05pm - 1:55pm
This engaging session brings together a provider and a practice leader to share their firsthand experiences using Advantage EHR in daily practice. Attendees will gain valuable insight into how each role approaches the system, overcomes challenges, and leverages tools to improve efficiency. From front-desk coordination to clinical documentation and billing oversight, this conversation offers a clear view of how teamwork drives better outcomes.
Presenters:
Dr. Maya Shammas
Heather Reyes, COT
Danielle Mitchell
2:00pm - 3:00pm
Presenters:
Link Wilson, CEO
Bill Garvis, COO
Bob Read, CTO
3:00pm
Thank you for attending our 2025 Compulink Connected User Conference!