Creating Winning Strategies in Healthcare and Technology
Conference Dates: 17th & 18th September 2025
Renaissance Boston Patriot Place Hotel
28 Patriot Place Foxborough, Massachusetts, USA, 02035
Renaissance Boston Patriot Place Hotel
Playbook 2025 is a forward-looking conference that converges strategy, healthcare, and technology that drive better outcomes in healthcare using CareTracker software. Attendees will immerse themselves in insightful discussions, hands-on workshops, and visionary presentations, exploring the playbook strategies for a successful future.
We look forward to being together again soon!
Exclusive Sponsorship Opportunities are available, Connect via the button below
Early Bird Registration: $999 (ends 11 June, 2025)
Regular Registration: $1200 (closes 15 August, 2025)
Renaissance Boston Patriot Place Hotel
Book your Room at the Harris CareTracker group rate. *Last Day to Book: Monday, August 18, 2025.
*PLEASE NOTE THAT THE AGENDA IS SUBJECT TO CHANGE
| Welcome Reception Team Spirit Social & Networking Event | PRE-CONFERENCE – Tuesday, September 16, 2025 @ 6:00 pm Join us for a fun evening of networking while showing off your hometown pride! Represent your favorite local sports team by wearing their apparel—whether it’s a jersey, hat, or team colors. This is a great opportunity to spark conversations and bond over shared team rivalries and victories. Enjoy refreshments, make new connections, and celebrate the spirit of teamwork. |
| Day 1: Wednesday, September 17, 2025 | |
| SESSION | DESCRIPTION |
| Open Registration and Breakfast | |
| Welcome & Opening Remarks | Join CareTracker leadership as they kick off the event with key housekeeping items and a warm welcome. They will reflect on the past two years of growth, organizational evolution, and strategic changes while sharing insights on the exciting path ahead. Learn how CareTracker is committed to strengthening partnerships and driving future success together. |
| Keynote Speaker Michael Tougias | We’re thrilled to welcome Michael J. Tougias, New York Times bestselling author and dynamic speaker, to this year’s conference! In this high-impact session, Michael will share powerful leadership lessons and decision-making strategies drawn from real-life survival stories. Get ready to walk away inspired, with fresh tools to drive business development and lead through uncertainty with clarity and confidence |
| Morning Break/Vendor Exhibit | |
| Sales: How to win against competitors | CareTracker will share exclusive insights and proven tactics to help you outmaneuver competitors and win more business. We’ve spent countless hours analyzing competing products, interviewing customers, and refining our approach to winning deals. Now, we’re packaging these insights into actionable strategies that will empower our partner sales teams to confidently position CareTracker, highlight key differentiators, and close more deals. Don’t miss this opportunity to sharpen your competitive edge! |
| Sales interactive | The competitive edge challenge; Empowering our partners to confidently position CareTracker by applying real-world competitive insights and strategies. |
| Defending RCM: Protecting Your Business from AI-Driven Cyber Threats | AI-driven attacks, including phishing emails, voice cloning, and fake identities, are increasingly targeting RCM businesses. With insights from industry professionals, this session explores emerging threats, the need for stronger password policies, and key strategies to safeguard your organization. Learn how to stay ahead of evolving cyber risks and protect your business from AI-powered fraud. |
| Lunch | |
| “Film Session” A Time of Growth | A focus on growth insights with channel partner, David Hernandez from Affordable Medical Billing Co. This session showcases the remarkable journey of his company’s growth and resilience in the past few years. David overcame challenges and expanded his capacity by simultaneously onboarding numerous new clients onto the CareTracker platform. His strategic vision led to the creation of a new company based in India, enabling scalable success and enhanced service delivery. Through this powerful story, gain insights into innovation, determination, and the spirit of entrepreneurship. |
| CareTracker Partner Exchange: Connect, Collaborate, Succeed | Engage with other partners for an engaging networking session designed to foster collaboration, knowledge-sharing, and industry insights. This interactive forum will provide opportunities to discuss best practices, market trends, and real-world experiences with CareTracker software. Participate in roundtable discussions, exchange strategies for success, and gain valuable perspectives from peers navigating the same challenges and opportunities. Whether you’re looking to refine your sales approach, enhance customer engagement, or explore new growth strategies, this session is your chance to connect, collaborate, and succeed together! |
| Winning the Digital Game: Change Management in Healthcare | Explore strategies for navigating change and driving digital transformation, tailored to healthcare providers and patients. Presenting insights from industry leaders, you’ll learn how to stay ahead in the rapidly evolving healthcare landscape. |
| Day 2: Thursday, September 18th, 2025 | |
| SESSION | DESCRIPTION |
| Breakfast | |
| Vendor Presentation | |
| AI Playbook: Boosting Office Efficiency Across Healthcare Roles | Discover how generative AI can revolutionize office efficiency across various roles in healthcare, from business owners and office managers to clinicians and billers. Learn practical strategies to leverage AI for enhanced productivity and streamlined operations. This is an interactive session. |
| Morning Break | |
| Understanding the Harris ecosystem & how to use it | Discover how to fully leverage the Harris ecosystem in this exclusive session featuring insights from Kathy Ritch, Harris’ top CRP. Designed specifically for CareTracker Channel Partners this session delivers targeted strategies to maximize your success as you leverage partnership at Harris |
| Ecosystem Interactive | |
| Lunch | |
| Film Session: R&D’s Year of Transformation | Under the leadership of Jared Conway, CareTracker R&D has undergone a significant transformation, adopting Agile Scrum to drive innovation and efficiency. This session will provide an inside look at the new development processes and how they are shaping the future of CareTracker. Learn how these changes enable more timely and effective releases, improved timeline predictability, and greater responsiveness to customer needs. Join us to discover what this transformation means for you and how it enhances the overall CareTracker experience |
| Product Round Table: Shaping the Future of CareTracker | Join our Product Round Table for an open discussion with CareTracker product leaders. This interactive session offers users the opportunity to gain insight into the product vision, explore the roadmap, and share feedback directly with our team. Engage in meaningful conversations, ask questions, and help shape the future of CareTracker based on the needs of your practice |
| The Road Ahead: CareTracker’s Platform & Performance Vision | Hear from the R&D and Data teams as they unveil CareTracker’s multi-year platform strategy, upcoming performance enhancements, and planned technology investments. This session will highlight where we’re headed, the value these changes will bring to customers, partners, and stakeholders, and how we’re building a stronger, smarter CareTracker for the future. |
| CareTracker Mystery Mixer | Join fellow CareTracker users for a fun and engaging networking experience—what’s in store? You’ll have to show up to find out! Connect with peers, share insights, and enjoy a lively session designed to spark conversations and build relationships in a relaxed, interactive setting. Don’t miss this chance to network, have fun, and maybe even be surprised! |
| Dinner & Awards | You’re invited to join CareTracker staff and colleagues for a fun-filled evening of cocktails, appetizers, and great conversation, followed by a celebratory awards dinner. We can’t wait to see you there! |
| Day 1: Thursday, September 18, 2025 | |
| SESSION | DESCRIPTION |
| Open Registration and Breakfast | |
| Welcome & Opening Remarks | Join CareTracker leadership as they kick off the event with key housekeeping items and a warm welcome. They will reflect on the past two years of growth, organizational evolution, and strategic changes while sharing insights on the exciting path ahead. Learn how CareTracker is committed to strengthening partnerships and driving future success together. |
| AI Playbook: Boosting Office Efficiency Across Healthcare Roles | Discover how generative AI can revolutionize office efficiency across various roles in healthcare, from business owners and office managers to clinicians and billers. Learn practical strategies to leverage AI for enhanced productivity and streamlined operations. This is an interactive session. |
| Morning Break/Vendor Exhibit | |
| CareTracker Behind the Scenes | Take a deep dive into the behind-the-scenes operations of CareTracker and discover how to unlock its full potential for your practice. This session will explore key setup options, customizations, and workflow optimizations that can make daily operations more efficient. Get an inside look at how support, enrollment, and professional services work together to enhance your experience. Walk away with practical skills and insider knowledge to refine your practice setup and maximize the value of CareTracker. |
| Quick Text Game Plan: Streamlining Your Progress Notes | Unlock the power of Quick Text entries and revolutionize your progress note documentation. In this dynamic session, you’ll learn how to create and use common phrases with text and tab stops, access and insert Quick Text entries efficiently, and leverage shortcut keys for a seamless experience. Walk away with actionable strategies to enhance your workflow and drive better healthcare outcomes using CareTracker EMR. |
| CareTracker Add On Product Review | It’s easy to stick with what’s familiar, but CareTracker offers a suite of powerful add-on features designed to enhance practice efficiency and improve patient care. In this session, we’ll explore valuable tools such as recalls, data analytics, population health management, and more. Discover how these additional features can streamline workflows, optimize decision-making, and elevate your practice’s performance. Don’t miss this opportunity to unlock the full potential of CareTracker and take your practice to the next level! |
| Lunch | |
| Game Plan for Success: Custom Learning Journeys with CareTracker EDU | In this interactive session, learn how CareTracker EDU can streamline the onboarding process for new staff, creating personalized learning paths that ensure efficient and effective mastery of CareTracker. |
| Data-Driven Success: Mastering Reports in CareTracker | Learn how to leverage CareTracker’s reporting features to streamline your workflow and make data-driven decisions that enhance your practice’s performance. Walk away with enhanced reporting skills, time-saving techniques, and insights to optimize your practice’s performance. |
| Winning the Digital Game: Change Management in Healthcare | Explore strategies for navigating change and driving digital transformation, tailored to healthcare providers and patients. Presenting insights from industry leaders, you’ll learn how to stay ahead in the rapidly evolving healthcare landscape. |
| Product Round Table: Shaping the Future of CareTracker | Join our Product Round Table for an open discussion with CareTracker product leaders. This interactive session offers users the opportunity to gain insight into the product vision, explore the roadmap, and share feedback directly with our team. Engage in meaningful conversations, ask questions, and help shape the future of CareTracker based on the needs of your practice |
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