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Certified Master Professional Training

May 2015

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Dear Healthcare Privacy and Security Professional,

Welcome to the FairWarning Ready®

Certified Professional training program!

As in everything at FairWarning®, our success lies in your success. Our

goal is to make you audit ready and ensure that, at the conclusion of

this program, you will be able to maximize the benefits of FairWarning®

Patient Privacy Monitoring by being better prepared for the compliance

challenges and the Office for Civil Rights audits that lie ahead. By gaining

this education and training and continuing your education with us

through programs like our FairWarning Ready® Engage sessions, you will

be best-in-class among your peers.

More specifically, when you become a FairWarning Ready® Certified

Professional, you will be able to integrate your Patient Privacy Monitoring

results into your organization through technology, processes and people.

You will better understand the FairWarning® technology, the processes

needed to maximize its use, and the “people needs” for your organization

to reduce breaches.

We look forward to working side-by-side with you and anticipate a

productive four days filled with information and interaction among

your trainers and peers. Please let us know of anything my team or I can

do to make your training experience better.

Sincerely,

Frank DePrisco

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Training Program Considerations

Welcome to the FairWarning Ready

®

Certified Professional training

program. We trust your experience will be a rich and positive one, and

have outlined the following considerations for your benefit.

Building Access and Meetings

FairWarning® headquarters is a “controlled access” building. We will

provide a brief tour during your training, but ask that you honor our

privacy standards and not enter areas other than as designated for your

training activities. If you would like to meet specific FairWarning® team

members beyond your trainers, please let us know and we will be pleased

to arrange those meetings during break times.

Certificates of Training

Certificates of Training will be presented to each graduate immediately

following the conclusion of training on Day 4. Please wear your

FairWarning Ready® Certified Professional shirt or sweater for a class

photograph on the last day of training.

Internet Access

We are pleased to provide internet access during your training. In

compliance with our security policies, FairWarning® reserves the right to

monitor any internet activity.

Survey

You will receive a link to a survey following your training. We encourage

you to complete this survey, the results of which will help us continue to

develop the best possible training experience for you and your peers.

FairWarning® Contact Information

13535 Feather Sound Drive

Clearwater, FL 33762 USA

Tel: (727) 576-6700

Fax: (727) 576-6711

Frank DePrisco

[email protected]

Desk: (727) 576-6700 x116

Cell: (727) 692-6322

SAMPLE

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FairWarning Ready® Certified Training Programs

The FairWarning Ready® Certified Professional program has been developed to educate and train healthcare industry professionals in Patient Privacy Monitoring best practices. The primary goals of this program are to introduce best practices for defining incident workflows, implementing and using advanced features in your Patient Privacy Monitoring solution, and to encourage knowledge sharing among our customers. This program aims to meet corporate objectives for reducing the time and cost for privacy auditing, while increasing the productivity and proficiency for Patient Privacy Monitoring among your privacy, compliance, and security professionals.

Certified Privacy and Compliance Professional

The FairWarning Ready® Certified Professional program is designed to fully train and prepare you on the detailed use of FairWarning® Patient Privacy Monitoring. Using the results of FairWarning®’s privacy breach findings, you will learn how to benchmark the results for trend analysis and reporting to executive leadership. Understanding that sanctioning and remediation can drive behavior changes within the organization is essential and discussed in detail as well as ways to implement these processes through routine auditing plans.

The principles of privacy laws and regulations will be presented as final

preparation to becoming a certified professional in Patient Privacy Monitoring. The importance and requirements of privacy breach reporting at the internal, state and federal levels is reviewed to complete the program.

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Agenda Overview

Day 1

8:30 - 9:00 FairWarning® Founder & CEO Address, and Company Introduction

9:00 - 9:30 Round Table Introductions

9:30 - 10:30 Building a Sustainable Monitoring Program - Laying the Foundation

10:30 - 10:45 Break

10:45 - 11:15 Understanding the Concepts of the Patient Privacy Data Definition Guide

11:15 - 12:00 Pro-Active Monitoring - Applications & Activities - Making & Documenting Key Decisions

12:00 - 1:00 Lunch (provided by FairWarning®)

1:00 - 1:30 FairWarning Ready® Programs

1:30 - 2:30 FairWarning® Report Overview and Using Comparators

2:30 - 3:00 Reports & Analytics Training 3:00 - 3:15 Break

3:15 - 5:00 Reports, Comparators and Analytics Lab Exercise Day 2

8:30 - 9:00 The Ethical Use of Data

9:00 - 10:30 Custom Summary Reports & Advanced Threat Monitoring

10:30 - 10:45 Break

10:45 - 12:00 Enforced Policy Training & Lab Exercise Part 1 12:00 - 1:00 Lunch (provided by FairWarning®)

1:00 - 2:30 Alerts and Notifications Training & Lab Exercise 2:30 - 4:00 Remediation and Tracking

4:00 - 5:00 Distributed Alerts and New Features Day 3

8:30 - 10:00 Investigations Training & Lab Exercise 10:00 - 10:15 Break

10:15 - 12:00 Investigations Training & Lab Exercise 12:00 - 1:00 Lunch (provided by FairWarning®)

1:00 - 1:30 Customizing Fields and Investigations

1:30 - 3:00 Governance Reporting Training and Lab Exercise 3:00 - 3:15 Break

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Agenda Overview Continued

3:15 - 4:00 Product Roadmap Discussion 4:00 - 5:00 Certified Master Professional Exam Day 4

8:30 - 9:30 Customer Success - Effectiveness Reports, Community and Service Portals

9:30 - 10:30 Bringing It All Together 10:30 - 11:00 Group Picture & Break

11:00 - 12:00 How to Use FairWarning® During a HIPAA Audit 12:00 - 1:00 Lunch (provided by FairWarning®)

1:00 - 2:00 Understanding the OCR Audit Process 2:00 - 2:30 Closing & Certificate Presentation

2:30 - 3:30 Break Out - Meet your CSM and Implementation Managers

Trainer Bios

Chuck Burbank, CHP, CHSS

FairWarning® Director of Privacy Monitoring &

Remediation Services

Chuck Burbank is a retired US Navy Chief Hospital

Corpsman who served 23 years on active duty including as an Independent Duty Corpsman on Nuclear Submarines. Prior to joining FairWarning®, Chuck was Manager, Enterprise Network Services and Information Security at Kelsey-Seybold Clinic, and Privacy Specialist at St. Luke’s Episcopal Health System in Houston, TX. Chuck worked as HIPAA Privacy and Security Specialist at two US Air Force Bases, and was the Director of Medical Records and Privacy Officer, 23rd Medical Group. Chuck was named US Air Force Health Plans Management Civilian of the Year (2004) for his efforts in Medical Records, recognized by the US Air Force Surgeon General as a medical records expert and served as an Air Force Representative on three Department of Defense working groups involving medical records. Chuck is a Certified HIPAA Professional and Certified HIPAA Security Specialist.

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Trent Long

FairWarning®

Team Lead, Managed Privacy Services

Trent has extensive experience deploying Patient Privacy Monitoring across customers of varying size from small community hospitals to enterprise customers with over 50 hospitals across multiple states. Current responsibilities include: team assignments, training of new analyst/ team members, ensuring compliance with standards/ processes and support to the sales team as a subject matter expert as well as serving as the privacy analyst for assigned customers. Trent has worked for FairWarning® since 2011 and has been involved in multiple departments throughout the company.

Chris Arnold

FairWarning® Vice President of Product

Management & Engineering

At FairWarning®, Chris Arnold is responsible for the product vision, technical strategy and the full software development lifecycle.

Prior to joining FairWarning®, Chris held senior level roles where he led multiple large scale custom software development and deployment initiatives to thousands of users across the healthcare, financial and retail markets.Chris graduated from the University of Connecticut with a Bachelor’s of Computer Science and Engineering.

Joe Mahonchak

FairWarning® Production Support Manager

At FairWarning®, Joe Mahonchak is responsible for leading the Production Support Team in the research and resolution of system and application problems, whether identified through proactive monitoring or as customer-identified issues and concerns.

Prior to joining FairWarning®, Joe spent 15+ years in the wireless telecommunications industry in the areas of project management, production support engineering, and technical management. Joe has a Bachelor’s degree from the University of South Florida.

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William Rapp

FairWarning® Senior Manager Production Services

At FairWarning®, William Rapp drives product

implementations, providing expertise and support to customers worldwide. William manages customers and has overseen the implementation of the country of Scotland and its HIE. Prior to joining FairWarning®, William worked at AT&T, providing technical

implementation leadership and support to its global customer base. William also served for 13 years as VP of Operations at a

privately held ISP where he worked as technical strategist and operations leader.

Andrea Halko

FairWarning Ready® Program Manager

At FairWarning®, Andrea Halko manages the FairWarning Ready® program to certify application vendors for

integration with FairWarning® Patient Privacy Monitoring. Andrea began her career in IT at Lucent Technologies and specialized in networking and security products created by Cisco, Nortel, Lucent, Paradyne and others, and supported several large financial institutions.

During her 10+ years with Lucent Technologies and Avaya, Andrea obtained several industry certificates, including her CCNA (Cisco), NNCSS (Nortel), Linux+, and Network+. Andrea obtained a second Bachelor’s degree in Information Technologies, her MBA, and her Master Certificate in Project Management.

Jennifer Sherwood

FairWarning® Senior Software Implementation

Manager

Jennifer has successfully placed over 40 FairWarning® organizations into production and completed over 90 application integrations from systems such as Epic, Cerner, Mckesson Horizon Clinical Suite and Soarian Suite. She manages the FairWarning® “50 Weeks of Training” curriculum and hosts a variety of online customer courses. Prior to FairWarning®, she spent 10+ years in the healthcare software industry with WebMD implementing, training and providing technical support for practice management, billing and electronic medical records applications. Jennifer is a native of the Tampa Bay area and attended Florida State University.

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Brian Stone

FairWarning®

Customer Success Manager

Brian leads the Customer Success Managers in educating healthcare providers about ways to expand privacy awareness and increase professional expertise for patient privacy monitoring. He is a FairWarning Ready® Certified Professional and regular contributor to customer webinars and the development of the Effectiveness Reports. Brian is dedicated to providing exceptional service to each FairWarning® customer and is driven to continuing finding ways to improve programs to ensure customer success.

Mike Brown

FairWarning®

Senior Software Implementation

Manager

Mike began his career with a 13 year tenure at AT&T. While there he project managed the delivery of technical services sold by local sales executives. Mike made the jump to health care in 2007 serving as an Implementation Consultant with McKesson Provider Technologies. In this capacity Mike implemented various applications in the Horizon Clinical suite of products.

At FairWarning® Mike is responsible for managing daily software

implementations for multiple customers supporting such applications as Epic, Cerner, Meditech, ECW, Siemens, and G.E. Mike graduated from Barry University with a Bachelor’s Degree in Professional Administration and is a certified Six

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About FairWarning®

FairWarning®’s is a leading provider of solutions which expand trust in mission critical applications, such as Electronic Health Records and cloud applications, empowering businesses to grow their reputation for protecting confidentiality, scale their digital initiatives and comply with complex Federal and state privacy laws such as HIPAA, PCI, SOX, FISMA and EU Data Protection Act.

FairWarning® provides a comprehensive platform for performing access reports, enforcing access policies, conducting legal investigations, and improving

compliance effectiveness. By partnering with FairWarning®, businesses are able to focus on their core competencies, knowing that their data is secure. For more information on FairWarning®, please visit www.FairWarning.com or email [email protected].

FairWarning® Corporate Headquarters 13535 Feather Sound Drive

Suite 600

Clearwater, FL 33762 USA Tel: (727) 576-6700

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Things to Do in Tampa Bay

St. Petersburg / Clearwater and the Tampa Bay area offer many interesting and fun activities including cultural, recreational and culinary attractions.

Airport Transportation

From Tampa International Airport (TIA): Shuttle service is available to / from downtown St. Petersburg area hotels and Tampa International Airport via the SuperShuttle, which may be reserved by calling SuperShuttle at 1-800-282-6817.

St. Petersburg/Clearwater Area

Visitor Information

Along with beautiful beaches, St. Petersburg / Clearwater attracts visitors with the Salvador Dali Museum, Fort De Soto Park and the St. Petersburg Pier. The city is known for its warm weather and breezes that blow from Tampa Bay.

The following links contain more detailed information about the

St. Petersburg/Clearwater area:www.visitflorida.com/St_Petersburg and

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13535 Feather Sound Drive

Suite 600

Clearwater, FL 33762 USA

Tel: (727) 576-6700

Fax: (727) 576-6711

www.FairWarning.com

SAMPLE

www.FairWarning.com

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