How to Succeed in a Paperless System - On-Demand

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How to Succeed in a Paperless System - On-Demand

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How to Succeed in a Paperless System - On-Demand

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Available ON-DEMAND

Presented on:
Wednesday, January 31, 2018

Presented by:
Kevin Kelley, BA
Barbara Warstler, MBA, CPMSM, FASPR
Lisa Zuppert, BA, CPMSM

Level of Program:

Have you made the switch to a paperless medical staff office, or are you planning to do so in the near future? Implementing a paperless system can boost your departmental efficiency, but only if you’re able to obtain the robust data needed and apply it properly.

Join experts Kevin Kelley, BA, Barbara Warstler, MBA, CPMSM, FASPR, and Lisa Zuppert, BA, CPMSM from University Hospitals as they dive into the benefits and challenges of going paperless. They will review the steps needed to acquire and organize data, and explain how to properly use the data once it is acquired. Participants will learn how to conduct paperless meetings and get helpful tools for making their paperless system more efficient.

About University Hospitals:

University Hospitals (UH) is a Cleveland-based health system with over $4 billion in annual revenues, over 25,000 physicians and employees, and a national reputation for the highest-quality healthcare. UH is home to University Hospitals Cleveland Medical Center, the primary affiliate of Case Western Reserve University School of Medicine, a 1,036-bed academic medical center at the center of UH’s integrated system. Within that system are 14 medical centers, three surgery centers, two rehabilitation hospitals, 33 outpatient health centers, 13 urgent care centers, and more than 250 physician offices across Northeast Ohio.

At the conclusion of this on-demand program, participants will be able to:

  • Acquire data and organize for a paperless system
  • Make use of the data in a paperless system
  • Use the data for paperless meetings and audits
  • Prepare for and anticipate the consequences, good and bad, of being paperless

Who Should Listen? 

  • Medical staff professionals
  • Medical staff coordinators
  • Medical staff services directors
  • Medical staff services managers
  • Credentials coordinators
  • Credentials specialists
  • Quality directors
  • Quality managers


  • How to acquire the robust data needed for being paperless
    • What are your data sources?
    • How to organize your data
    • Getting your database started
  • How to use the data in a paperless system
    • How data helps practitioners
    • How data helps other systems (EMR, marketing)
    • How data helps other employees and departments through reporting
  • How to conduct paperless meetings, surveys, and audits
    • Benefits of conducting paperless audits and surveys
    • How to prepare for a paperless audit or survey
    • How to run a paperless audit or survey
  • The good and bad consequences of being paperless
    • Consequences encountered at University Hospitals

Meet the Speaker

Kevin Kelley, BA

Kevin Kelley, BA, is a credentialing database administrator for the University Hospitals (UH) health system in Cleveland. In this role, he managed the system privilege form program, played a major role in developing UH’s systemwide reappointments, helped establish MSOW as the system’s database, managed projects to integrate new facilities into the health system, and led the initiative to become a paperless office. Kelley joined UH in 1994 as a technical support analyst in the quality department. In 1997, he transferred to the credentialing department as the MD information systems coordinator, where he was responsible for the delegated credentialing program, the referring physician program, privilege forms, and the maintenance of medical staff and house staff records, among other duties. He became a medical staff coordinator in 2000. While in the medical staff department, he developed in-house databases to increase efficiencies. Kelley left UH in 2002 to start his own consulting company, where he developed a proprietary database to assist physicians with hospital credentialing and licensing, then returned to UH in 2006. He earned his undergraduate degree from Kent State University.

Barbara Warstler, MBA, CPMSM, FASPR

Barbara A. Warstler, MBA, CPMSM, FASPR, is the director of medical staff services and credentialing at UH, where she began in 2007 as the manager of the medical staff office. In 2010, she was promoted to director of medical staff services and credentialing as a result of a merger between the two departments. Under Warstler’s leadership, UH’s medical staff services and credentialing department has centralized into a systemwide corporate department that serves as the health system’s source of practitioner data, feeding the intranet, internet, mobile app, electronic medical record, and billing computer systems. Because of this integration, Warstler was able to remove over 25% of redundant expenses from the department’s operating budget in one year. The department transitioned to working paperlessly and with a systemwide reappointment cycle in 2011­–2012. Warstler led the integration efforts for six new hospital medical staffs into the system. She developed a career ladder program for the department to encourage employee development and an internship program with healthcare administration students from the University of Toledo and Ohio University to increase awareness of the medical staff services profession. Warstler has more than 17 years of experience in credentialing, medical education, physician relations, and physician recruitment. She completed a fellowship in medical staff development and earned her certification as a physician recruiter through the American Academy of Medical Management, is a certified fellow in the Association of Staff Physician Recruiters, and holds Certified Professional Medical Services Management (CPMSM) certification.

Lisa Zuppert, BA, CPMSM

Lisa M. Zuppert, BA, CPMSM, is the manager of credentialing information systems for UH, which she joined in 1992 as a medical staff coordinator. In 2006, she was promoted to manager and led the implementation of the MSOW database at UH Cleveland Medical Center. Under Zuppert’s leadership, MSOW was taken systemwide in 2008 to become the enterprise solution for practitioners’ data and credentialing. Zuppert has developed MSOW training materials, led countless projects to improve data flow and utilization within the health system, improved communications between providers and patients, and reduced administrative expenses. She helped the credentialing department become paperless, revolutionized the reappointment process within the UH system, and sparked the use of numerous MSOW user-defined fields and customizations to support system initiatives beyond the traditional credentialing function. Under Zuppert, UH’s credentialed, graduate medical education, and referring provider data, totaling over 70,000 providers, is the most accurate it has ever been. Beyond her data leadership role, she also developed and implemented the credentialing department’s sustainability program. Zuppert earned her undergraduate degree in psychology from Cleveland State University, has maintained her CPMSM certification since 1994, and is certified in Lean Six Sigma. 

Webinar system requirements and program materials: 
To fully benefit from the webinar experience, please note you will need a computer equipped with the following:

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version is now available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $199 value! 

Participation in the webinar is just $199 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.