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Page 1 6/24/2016 Course Catalog Epic 2015 Ambulatory Specialty Provider Training: Providers ............................................. 3 Cadence: Scheduling & Registration Staff............................................................ 5 Template Builder (Master Scheduling).............................................................................. 5 Central Scheduler (Jeff Now) ............................................................................................ 5 Schegistrar ....................................................................................................................... 6 Referrals User .................................................................................................................. 6 Front Desk ....................................................................................................................... 7 EpicCare Ambulatory: Clinical Practice Staff ........................................................ 8 Clinical Support Staff........................................................................................................ 8 Anticoagulation Workflows .............................................................................................. 8 Obstetrics Workflows ...................................................................................................... 9 Telehealth Workflows ...................................................................................................... 9 Care Manager (Healthy Planet) ........................................................................................ 9 Clinical Scheduler ........................................................................................................... 10 Clinic Manager ............................................................................................................... 10 Tumor Registrar ............................................................................................................. 11 Phoenix: Transplant Staff .................................................................................. 12 Abdominal/Cardiothoracic Transplant Coordinator ........................................................ 12 Transplant Care Team .................................................................................................... 12 Data Coordinator ........................................................................................................... 13 Transplant Biller (Financial Coordinator) ........................................................................ 13 Health Information Management: Medical Records .......................................... 14 Data Integrity Specialist ................................................................................................. 14 Practice Medical Records Clerk....................................................................................... 14 OnBase Scanning ........................................................................................................... 15 Release of Information Clerk – CIOX ............................................................................... 15 Release of Information Clerk .......................................................................................... 15 Privacy Officer ............................................................................................................... 16 Health Information Management Supervisor.................................................................. 16

Training Wheels Course Catalog - jefferson.edu for Surgical Specialties Introduction to Surgical Specialties 10 . Page 4 6/24/2016 Specialty Provider Training Courses

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Page 1 6/24/2016

Course Catalog

Epic 2015

Ambulatory Specialty Provider Training: Providers ............................................. 3

Cadence: Scheduling & Registration Staff............................................................ 5

Template Builder (Master Scheduling) .............................................................................. 5

Central Scheduler (Jeff Now) ............................................................................................ 5

Schegistrar ....................................................................................................................... 6

Referrals User .................................................................................................................. 6

Front Desk ....................................................................................................................... 7

EpicCare Ambulatory: Clinical Practice Staff ........................................................ 8

Clinical Support Staff ........................................................................................................ 8

Anticoagulation Workflows .............................................................................................. 8

Obstetrics Workflows ...................................................................................................... 9

Telehealth Workflows ...................................................................................................... 9

Care Manager (Healthy Planet) ........................................................................................ 9

Clinical Scheduler ........................................................................................................... 10

Clinic Manager ............................................................................................................... 10

Tumor Registrar ............................................................................................................. 11

Phoenix: Transplant Staff .................................................................................. 12

Abdominal/Cardiothoracic Transplant Coordinator ........................................................ 12

Transplant Care Team .................................................................................................... 12

Data Coordinator ........................................................................................................... 13

Transplant Biller (Financial Coordinator) ........................................................................ 13

Health Information Management: Medical Records .......................................... 14

Data Integrity Specialist ................................................................................................. 14

Practice Medical Records Clerk ....................................................................................... 14

OnBase Scanning ........................................................................................................... 15

Release of Information Clerk – CIOX ............................................................................... 15

Release of Information Clerk .......................................................................................... 15

Privacy Officer ............................................................................................................... 16

Health Information Management Supervisor .................................................................. 16

Page 2 6/24/2016

Professional Billing ........................................................................................... 17

Registration for Billing Staff ........................................................................................... 17

PB Charge Entry ............................................................................................................. 17

PB Charge Review .......................................................................................................... 18

PB Charge Capture Supervisor ........................................................................................ 18

PB Claims ....................................................................................................................... 18

PB Remittance Processor & Workqueue User ................................................................. 19

PB Insurance Credit Specialist ........................................................................................ 19

PB Credit Supervisor ...................................................................................................... 19

PB Insurance Payment Poster ......................................................................................... 20

PB Insurance Follow-Up ................................................................................................. 20

PB Insurance Follow-Up Supervisor ................................................................................ 21

SBO Self-Pay Credit Specialist ......................................................................................... 21

SBO Guarantor Payment Poster ..................................................................................... 21

SBO Customer Service/Self-Pay Follow-Up Staff ............................................................. 22

SBO Customer Service and Self-Pay Follow-Up Supervisor .............................................. 22

Reporting .......................................................................................................... 23

High Needs Reporting Users ........................................................................................... 23

Research ........................................................................................................... 24

Research Grants Administrator ...................................................................................... 24

Research Coordinator .................................................................................................... 24

Willow Ambulatory: Outpatient Pharmacy ....................................................... 25

Outpatient Pharmacy Staff ............................................................................................. 25

Pharmacy Manager ........................................................................................................ 25

Please Note:

Course information in this catalog may change as the trainers and analysts adjust the build and documentation related to requirements of the Epic@Jeff project. The most recent date of publication is listed in the bottom right corner.

Page 3 6/24/2016

Ambulatory Specialty Provider Training: Providers

Course Description

Course Length: up to 8 hours (depending on the specialty) including a Personalization lab

During specialty provider training, you will learn how to get through the essentials of an office visit, including reviewing the chart, documenting problems and diagnoses, writing notes, and placing orders. You'll also review In Basket and see how to follow up on common messages. The training will include your specialty specific workflows and depending on your specialty, you may learn documentation considerations for consults, direct admissions, and procedural visits.

E-Learning Prerequisites

Lesson ID Lesson Title Minutes

N/A Epic EMR Success Video 15

MD050 Introduction to the Epic EMR 5

MD100 Overview of Hyperspace 10

MD102 Patient Engagement 10

MDAMB150 EpicCare Ambulatory: Office Visit Demonstration 10

MDAMB106 EpicCare Ambulatory: Writing Notes for Office Visits 10

MDAMB107 EpicCare Ambulatory: Ordering in an Outpatient Context 10

MDAMB104 EpicCare Ambulatory: Wrapping Up a Visit 10

MDAMB112 Documenting a Straightforward Visit with Express Lane 10

MDAMB108 EpicCare Ambulatory: Using In Basket 15

MDAMB114 Introduction to Other Encounters 10

CLN055 Overview of Writing Notes 10

MD103 Finding Patient Information 10

MD105A Introduction to the Problem List 12

MD105B Introduction to Patient History 5

MD105C Problem-Oriented Charting 10

MD107 Introduction to Orders 5

MD108 Overview of In Basket 10

MD109 Introduction to Communication Workflows 12

MD111 Introduction to Decision Support 5

MD120 Introduction to Radar 10

MD122 Run and Manage Reports 10

ONC060 for Oncology Overview of Cancer Staging 5

TXP050 for Phoenix Reviewing Transplant Information in the Patient's Chart 5

TXP051 for Phoenix Exploring the Transplant Information Activity 5

TXP053 for Phoenix Exploring the Committee Review Encounter Type 5

MD110 for Surgical Specialties Introduction to Surgical Specialties 10

Page 4 6/24/2016

Specialty Provider Training Courses

Anesthesiology Pain Center

Dermatology

Family and Community Medicine

Medical Oncology

Medicine/Cardiology

Medicine/Endocrinology

Medicine/Gastroenterology

Medicine/Hematology

Medicine/Infectious Diseases

Medicine/Internal Medicine

Medicine/Nephrology

Medicine/Pulmonary

Medicine/Rheumatology

Neurology

Neurosurgery

Obstetrics/Gynecology

Oral Surgery

Otolaryngology

Pharmacy

Psychiatry

Radiation Oncology

Rehabilitation Medicine

Sleep Disorders Center

Surgery

Transplant (includes Phoenix)

Urology

Page 5 6/24/2016

Cadence: Scheduling & Registration Staff

Template Builder (Master Scheduling)

Course Description Prerequisites

Course Length: 8 hours

In this course, you will learn how to build and maintain providers’ schedules.

Who should attend:

Administrative Assistants Managers End users who need to modify provider

schedules

E-Learning: CAD050: Overview of the

Appointment Desk

E-Learning: CAD052: Overview of Making an

Appointment

E-Learning: CAD060: Interpreting Provider

Schedules

E-Learning: GEN006: Overview of Hyperspace

for Revenue and Access Products

E-Learning: CAD016: Making Template Changes

E-Learning: CAD017: Managing Template Exceptions

Central Scheduler (Jeff Now)

Course Description Prerequisites

Course Length: 16 hours (2 days)

In this course, you will learn how to schedule and register various types of patients, cancel and reschedule appointments, update guarantor accounts, message through In Basket, transcribe orders, create and schedule referrals, use the wait list, confirm appointments, recalls and interpreter scheduling functionalities.

Who should attend:

Jeff Now Staff

E-Learning: GEN006: Overview of Hyperspace

for Revenue and Access Products

E-Learning: PRE054: Overview of the

Interactive Face Sheet

E-Learning: CAD002: Basic Appointment Entry

E-Learning: CAD060: Interpreting Provider

Schedules

E-Learning: CAD050: Overview of the

Appointment Desk

E-Learning: CLN050: Overview of In Basket

E-Learning: PRE051: Overview of Registration

in a Hospital Setting (HOD Only)

E-Learning: RFL001: Using Referrals in Epic

E-Learning: RFL002: Create a Referral

E-Learning: RFL003: Schedule a Referral

Page 6 6/24/2016

Schegistrar

Course Description Prerequisites

Course Length: 12 hours (1.5 days)

In this course, you will learn how to schedule and register various types of patients, cancel and reschedule appointments, update guarantor accounts, message through In Basket, access reports and use the Wait List and Confirm appointments functionalities. This course includes recalls and interpreter scheduling.

Who should attend:

Schedulers Front Desk Staff Phone Room Staff Administrative Assistants Managers

E-Learning: GEN006: Overview of Hyperspace

for Revenue and Access Products

E-Learning: PRE054: Overview of the

Interactive Face Sheet

E-Learning: CAD008: Report Setup

E-Learning: CAD002: Basic Appointment Entry

E-Learning: CAD053: Overview of the

Snapboard

E-Learning: CAD060: Interpreting Provider

Schedules

E-Learning: CAD050: Overview of the

Appointment Desk

E-Learning: PRE050: Overview of Workqueues

for Access

E-Learning: CLN050: Overview of In Basket

E-Learning: PRE051: Overview of Registration

in a Hospital Setting (HOD Only)

Referrals User

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn about creating, assigning, and authorizing referrals for an appointment.

Who should attend?

Referral Coordinators Front Desk Staff Phone Room Staff Pre-Cert Specialists Financial Coordinators Insurance Verification Staff End users who are responsible to get referrals for authorizations

Schegistrar course

E-Learning: RFL001 Using Referrals in Epic

E-Learning: RFL002: Create a Referral

E-Learning: RFL003: Schedule a Referral

E-Learning: RFL004: Responding to Required

Referral Warnings

E-Learning: RFL005: Documenting Preauthorization Numbers

Page 7 6/24/2016

Front Desk

Course Description Prerequisites

Course Length: 8 hours

In this course, you will learn the complete arrival workflow including: check in, sign in, scanning, copay collection and refunds. This course contains additional workflows related to check out, batch reconciliation, end of day processing, recalls and interpreter scheduling.

Who should attend?

Front Desk Staff Managers

Schegistrar course

Referrals User course

E-Learning: EBL006: Balancing Your Cash

Drawer

E-Learning: CAD051: Overview of the

Department Appointments Report

E-Learning: CAD014: Checking in a Patient with

Outdated Information

E-Learning: CAD019: Checking Out

Appointments

E-Learning: MYC001: Overview of MyChart

Patient Portal

E-Learning: MYC003: Activating Patients from

MyChart

E-Learning: MYC007: Handling Appointments

from MyChart

E-Learning: WEL001: A Patient’s Tour of

Welcome

Page 8 6/24/2016

EpicCare Ambulatory: Clinical Practice Staff

Clinical Support Staff

Course Description Prerequisites

Course Length: 8 hours

In this course, you will learn how to identify and room the patients you will be caring for. The course covers how to place orders and document encounters and results. You will also learn Epic’s task management system, In-Basket, and Care Everywhere, which is used to search for outside patient records. You will then explore the activities in Epic that you will use most often for your job role. After exploring the activities, you will work through the common workflows for your job role using appropriate scenarios and patients.

Who Should Attend?

Practice Nurses/MAs Dietitians Genetic Counselors Practice Pharmacists Social Workers Transplant Coordinators

E-Learning: CLNAMB001 Overview of

Hyperspace in an Outpatient Setting

E-Learning: CLN050 Overview of In Basket

E-Learning: CLN051 Overview of Ordering

E-Learning: CLN059 Reviewing the Chart

E-Learning: AMB022 Clinical Support Visit

E-learning: AMB024 Reviewing Results with In

Basket

E-learning: AMB029 Clinic Administered Medications

E-Learning: MYC003 Activating Patients for

MyChart

E-Learning: MYC005 Granting Proxy Access to

MyChart

Anticoagulation Workflows

Course Description Prerequisites

Course Length: 1 hour

In this course, you will learn an overview of the physician referral process and review an anticoagulation therapy enrollment. You will also create an anticoagulation encounter, document INR results and create a maintenance plan.

Who should attend?

Clinical Support Staff who work with patients on anti-coagulation therapy

Clinical Support Staff course

Page 9 6/24/2016

Obstetrics Workflows

Course Description Prerequisites

Course Length: 1 hour

In this course, you will learn how to use the different pieces of functionality in Epic using specialty-appropriate departments and patients.

Who should attend?

Clinical Support Staff who work with obstetric patients

Clinical Support Staff course

Telehealth Workflows

Course Description Prerequisites

Course Length: 1 hour

In this course, you will learn how to document a Telehealth visit.

Who should attend?

Clinical Support Staff who will have their own Telehealth visits

Clinical Support Staff course

Care Manager (Healthy Planet)

Course Description Prerequisites

Course Length: 4 hours

This course will cover Population Analytics and Reporting. You will learn how to run a report, save reports to your favorites, and search for a report using criteria. You will also learn how to prioritize patient outreach, and follow up with patients using a report, in addition to completing a patient outreach encounter.

Who Should Attend?

Care Managers

Clinical Support Staff course

Video: Physician Leader

E-Learning: HP100 Overview of Population

Outreach and Care Management

Page 10 6/24/2016

Clinical Scheduler

Course Description Prerequisites

Course Length: 4 hours

This abbreviated course provides an overview of basic scheduling, registering, and canceling appointments. This course also contains a brief session on scheduling referrals.

Who should attend?

Medical Assistants Nurses Case Managers Social Workers End users who may schedule an appointment but will NOT attend the Schegistrar course

E-Learning: GEN006: Overview of Hyperspace

for Revenue and Access Products

E-Learning: PRE054: Overview of the

Interactive Face Sheet

E-Learning: CAD008: Report Setup

E-Learning: CAD002: Basic Appointment Entry

E-Learning: CAD053: Overview of the

Snapboard

E-Learning: CAD060: Interpreting Provider

Schedules

E-Learning: CAD050: Overview of the

Appointment Desk

E-Learning: PRE050: Overview of Workqueues

for Access

E-Learning: RFL001: Using Referrals in Epic

Clinic Manager

Course Description Prerequisites

Course Length: 4 hours

In this course, the functionality covered includes: how to use Reporting Workbench to gather current information about your clinic and advanced In Basket management (Epic’s task management system) tools to help improve efficiency in your clinic.

Who Should Attend?

Clinic Managers

E-Learning: CLNAMB001 Overview of

Hyperspace in an Outpatient Setting

E-Learning: CLN050 Overview of In Basket

Page 11 6/24/2016

Tumor Registrar

Course Description Prerequisites

Course Length: 1 hour

This course will cover navigating through a patient’s chart, handling cancer staging In Basket messages, along with routing staging forms back to the provider.

Who should attend?

Tumor Registrars

E-Learning: CLNAMB001 Overview of

Hyperspace in an Outpatient Setting

E-Learning: CLN050 Overview of In Basket

E-Learning: ONC060 Overview of Cancer

Staging

Page 12 6/24/2016

Phoenix: Transplant Staff

Abdominal/Cardiothoracic Transplant Coordinator

Course Description Prerequisites

Course Length: 6 hours

In this course, you will learn the basics of Epic's transplant application by performing tasks common to transplant coordinators of pre- and post-transplant patients as well as potential donors. In addition, you learn the basics of maintaining and organizing your patient population through various tools and activities. You will work independently on guided exercises topics include customized patient management, UNOS registry reporting workflows, and building the referral patient chart. VAD will be additional learning.

Who Should Attend?

Transplant Admin Coordinators Transplant Coordinators Transplant Pharmacists

Note: Separate classes are offered for Abdominal & VAD

E-Learning INP065: Nurses Managing Orders

E-Learning TXP050: Reviewing Transplant

Information in the Patient Chart

E-Learning TXP051: Exploring the Transplant

Information Activity

E-Learning TXP052: Using Reporting

Workbench for Transplant Reporting

E-Learning TXP053: Exploring the Committee

Review Encounter

Transplant Care Team

Course Description Prerequisites

Course Length: 3 hours

In this course, you will learn the basics of Epic's transplant application including reviewing transplant information, documenting an evaluation visit, managing a checklist and participating in a committee review meeting.

Who Should Attend?

Dietitians Financial Coordinators Social Workers

E-Learning TXP050: Reviewing Transplant

Information in the Patient Chart

E-Learning TXP051: Exploring the Transplant

Information Activity

E-Learning TXP052: Using Reporting

Workbench for Transplant Reporting

E-Learning TXP053: Exploring the Committee

Review Encounter

Page 13 6/24/2016

Data Coordinator

Course Description Prerequisites

Course Length: 2 hours

In this course, you will learn how to download, import, and run reports on data that the UNOS Registry requires for transplant patients. You will also learn how to enter external lab data into Epic.

Who should attend?

Data Coordinators

E-Learning TXP050: Reviewing Transplant

Information in the Patient Chart

E-Learning TXP051: Exploring the Transplant

Information Activity

E-Learning TXP052: Using Reporting

Workbench for Transplant Reporting

E-Learning TXP053: Exploring the Committee

Review Encounter

Transplant Biller (Financial Coordinator)

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to create a transplant specific guarantor account, attach coverage to the patients account, create bundled episodes which are used for consolidated tracking of the patients transplant episode, and review evaluation charges for Medicare patients to add

them to the Medicare Cost Report.

Who should attend?

Financial Coordinators

Transplant Care Team course

Page 14 6/24/2016

Health Information Management: Medical Records

Data Integrity Specialist

Course Description Prerequisites

Course Length: 8 Hours

In this course, you will learn how to use the tools necessary for merging/unmerging patients and resolving chart correction cases. You will also learn how to resolve incomplete records, how to resolve the overlay resolution report, and how to use other identity reports related to the job function. You will also build on these concepts in numerous hands on exercises.

Who should attend?

Data Integrity Specialists HIM Supervisors/Managers

E-Learning: GEN 006 Overview of Hypserspace

for Revenue and Access Products

E-learning: IDN002 Managing Non-Patient

Identifiers

E-Learning: IDN003 Explore the Chart

Correction Workspace

E-Learning: CLN050 Overview of InBasket

E-Learning: RDR101 Introduction to Radar

Practice Medical Records Clerk

Course Description Prerequisites

Course Length: 8 Hours

In this course, you will learn an array of different HIM functions that you may need to do on an ad hoc basis. Topics covered include release of information in Epic, scanning, creating a chart correction request, and working transcription errors. These concepts will be built upon in a number of hands on exercises.

Who should attend?

Any departmental staff that will need to perform HIM functions

E-Learning: HIM110 Accessing Worklists

E-Learning: HIM010A Managing a Request

E-Learning: GEN006 Overview of Hyperspace

for Revenue and Access Products

E-Learning: CLN050 Overview of InBasket

E-Learning: HIM010B Payment Posting

Page 15 6/24/2016

OnBase Scanning

Course Description Prerequisites

Course Length: 4 Hours

In this course, you will learn how to navigate, index, and scan into OnBase.

Who should attend?

Health Information Technician II (JUP CMR) Departmental staff who are responsible for

the scanning and indexing of ALL the departments’ paper documents (ex: Med Onc)

Release of Information Clerk – CIOX

Course Description Prerequisites

Course Length: 4 Hours

In this course, you will learn about creating and fulfilling release requests that are started in Prism. You will also build on these concepts in numerous hands on exercises.

Who should attend?

CIOX Release of Information Clerks CIOX Supervisors/Managers

E-Learning: GEN006 Overview of Hyperspace

for Revenue and Access Products

E-Learning: HIM010A Managing a Request

E-Learning HIM101 Accessing Worklists

Release of Information Clerk

Course Description Prerequisites

Course Length: 4 Hours

In this course, you will learn about creating and fulfilling release requests exclusively in Epic. You will also learn about payment posting and generating invoices. You will build on these concepts in numerous hands on exercises.

Who should attend?

JUP CMR Medical Records Specialists Staff members whose department is

responsible for processing ALL release requests (IE do not send to JUP CMR)

HIM Supervisors/Managers

E-Learning: GEN006 Overview of Hyperspace

for Revenue and Access Products

E-Learning: HIM010A Managing a Request

E-Learning HIM101 Accessing Worklists

E-Learning: HIM010B Payment Posting

Page 16 6/24/2016

Privacy Officer

Course Description Prerequisites

Course Length: 4 Hours

In this course, you will learn how to monitor access to patient charts using reports and how to prevent inappropriate access to charts. You will build on these concepts in a number of hands on exercises.

Who should attend?

Privacy Officers Risk Management/Compliance Office Staff HIM Supervisors/Managers

E-Learning: GEN006 Overview of Hyperspace

for Revenue and Access Products

E-Learning: RPT010 Modifying the Search

Criteria of a Report

E-Learning: RDR102 Personalize a Radar

Dashboard

E-Learning: RPT020 Create and Save a Private

View

Health Information Management Supervisor

Course Description Prerequisites

Course Length: 4 Hours

In this course, you will learn advanced HIM topics, such as managing workqueues, editing chart records, creating ROI requesters, and using reporting tools. You will also build on these concepts in numerous hands on exercises.

Who should attend?

HIM Supervisors/Managers

Data Integrity Specialist

Medical Records Clerk

Privacy Officer

OnBase

E-Learning: RDR101 Introduction to Radar

E-Learning: HIM010B Payment Posting

E-Learning: RPT010 Modifying the Search

Criteria of a Report

E-Leaning: RDR102 Personalize a Radar

Dashboard

E-Leaning: RPT020 Create and Save a Private

View

Page 17 6/24/2016

Professional Billing

Registration for Billing Staff

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to navigate through Hyperspace, register patients, and add/terminate guarantor and coverage records.

Who should attend?

All Physician Business Services Staff Practice Billers not taking the Schegistration course

E-Learning: GEN006: Overview of Hyperspace

for Revenue and Access Products

E-learning: SBO004: Overview of the Revenue

Cycle for Single Billing Office

E-Learning: RPB002: Introduction to Account

Maintenance

E-Learning: PRE050: Overview of Workqueues

for Access

E-Learning: PRE054: Overview of the

Interactive Facesheet

E-Learning: PRE052: Overview of Registration

in an Outpatient Clinic Setting

E-Learning: CAD014: Checking in a Patient with

Outdated Information

PB Charge Entry

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn to post charges in different scenarios, including entering basic charges, recording NDC information, attaching claim information records, and overriding procedure descriptions and prices.

Who should attend?

Business Services Staff Practice Billers Coders

Registration for Billing Staff course

Page 18 6/24/2016

PB Charge Review

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to identify and fix charges that have errors. This includes identifying errors, fixing coding problems, associating claim information records, and fixing charge sessions generated from clinical activity.

Who should attend?

Current Charge Entry Business Services Staff Coders Practice Billers

Registration for Billing Staff course

PB Charge Capture Supervisor

Course Description Prerequisites

Course Length: 2 hours

In this course, you will learn how to reconcile charges at the end of the day, monitor charge volume and end user productivity, and save report settings. In addition, you learn how to reconcile inpatient professional charges and perform supervisor functions in a workqueue.

Who should attend?

Practice Charge Managers/Directors

Registration for Billing Staff course

E-Learning RPT020: Create and Save a Private

View

E-Learning RDR101: Introduction to Radar

E-Learning RPT010: Modifying the Search

Criteria of a Report

E-Learning RDR102: Personalize a Radar

Dashboard

PB Claims

Course Description Prerequisites

Course Length: 3 hours

In this course, you will learn about the major pieces that contribute to the claims process, such as how claims are checked for errors, how these errored claims are categorized, and where Epic stores the errored claims. You also learn how to fix claims with errors.

Who should attend?

Insurance Follow-Up Representatives

Registration for Billing Staff course

E-Learning: RPB054 Overview of Claims

E-Learning: RPB055 Overview of Claim Edit

Workqueues

Page 19 6/24/2016

PB Remittance Processor & Workqueue User

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to process remittance for checks that are loaded or unloaded. You will learn how to identify potential load errors and respond to those errors. You will also learn how to identify and resolve a variety of remittance errors including potential duplicate payment, invalid invoice, missing matching charge, and invalid payor errors.

Who should attend?

Payment Posters

E-Learning: RPB056 Overview of Electronic

Remittance

PB Insurance Credit Specialist

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn about resolving insurance undistributed and over posted credits using credit workqueues.

Who should attend?

Credit Specialists

Registration for Billing Staff course

E-Learning: RPB065 Overview of Credits

PB Credit Supervisor

Course Description Prerequisites

Course Length: 1 hour

In this course, you will learn how to review and act on refund requests made by credit specialists. You also learn how to use the dashboard and reports to monitor credit metrics and keep track of the productivity of users.

Who should attend?

Credit Supervisors

PB Insurance Credit Specialist course

E-Learning RPT020: Create and Save a Private

View

E-Learning RDR101: Introduction to Radar

E-Learning RPT010: Modifying the Search

Criteria of a Report

E-Learning RDR102: Personalize a Radar

Dashboard

Page 20 6/24/2016

PB Insurance Payment Poster

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn the basics of posting insurance payments, including how to post multiple checks, how to split one check among multiple invoices, how to post recoupments, how to post denials, and how to post payments from crossover payors.

Who should attend?

Insurance Credit Specialists Insurance Follow-Up Representatives Payment Posters

Registration for Billing Staff course

PB Insurance Follow-Up

Course Description Prerequisites

Course Length: 6 hours

In this course, you will learn the major workflows and tools used for following up with insurance companies on unpaid and denied claims. This includes working in follow-up workqueues and Account Maintenance to resolve denied claims and claims with no response from the payor. In this course, you will learn to review visit filing order changes and use retro review workqueues.

Who should attend?

Insurance Follow-Up Representatives

Registration for Billing Staff course

E-Learning: REV150 SmartTools for the Billing

Office

E-Learning RPB077: Overview of Follow-Up

Workqueues

Page 21 6/24/2016

PB Insurance Follow-Up Supervisor

Course Description Prerequisites

Course Length: 2 hours

In this course, you will learn the different types of reporting data and how to monitor Insurance Accounts Receivable as well as the volume of records in Follow-Up Workqueues. You'll also learn how to monitor end user productivity and track and manage denials.

Who should attend?

Insurance Follow-Up Supervisors/Managers

Insurance Follow-Up course

E-Learning RPT020: Create and Save a Private

View

E-Learning RDR101: Introduction to Radar

E-Learning RPT010: Modifying the Search

Criteria of a Report

E-Learning RDR102: Personalize a Radar

Dashboard

SBO Self-Pay Credit Specialist

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to identify undistributed self-pay credits and resolve them across PB and HB.

Who should attend?

Credit Specialists

Registration for Billing Staff course

E-Learning: RPB065: Overview of Credits

SBO Guarantor Payment Poster

Course Description Prerequisites

Course Length: 2 hours

In this course, you will learn how to post guarantor payments.

Who should attend?

Self-Pay Representatives

Registration for Billing Staff course

Page 22 6/24/2016

SBO Customer Service/Self-Pay Follow-Up Staff

Course Description Prerequisites

Course Length: 12 Hours

In this course, you will learn the basics of answering patient questions regarding balance and statement information and updating guarantor information. You will also learn the basics of answering patient questions regarding coverage updates and taking payments over the phone.

The basics of contacting guarantors about their outstanding balances will be covered with a focus on true self-pay guarantors and guarantor updates. You will learn the basics of contacting guarantors about their outstanding balances and making coverage updates and taking payments over the phone.

Who should attend?

Self-Pay Representatives

Registration for Billing Staff course

E-Learning: PRE051 Overview of Registration in

a Hospital Setting

E-Learning: SBO072 Overview of Account

Maintenance for SBO Customer Service and

Self-Pay Follow-Up

E-Learning: RHB006 Overview of Account

Activities

E-Learning: EBL060 Providing Patient Estimates

E-Learning: REV150 Smart Tools in the Billing

Office

SBO Customer Service and Self-Pay Follow-Up Supervisor

Course Description Prerequisites

Course Length: 2 hours

In this course, you will review the concepts of the Customer Service and Self-Pay Follow-up course and review reporting content using the dashboard. A focus is on AR and productivity reporting.

Who should attend?

Self-Pay Supervisors/Managers

Customer Service/Self-Pay Follow-Up course

E-Learning RPT020: Create and Save a Private

View

E-Learning RDR101: Introduction to Radar

E-Learning RPT010: Modifying the Search

Criteria of a Report

E-Learning RDR102: Personalize a Radar

Dashboard

Page 23 6/24/2016

Reporting

High Needs Reporting Users

Course Description Prerequisites

Course Length: 8 hours

In this course, you will learn the difference between operational and analytical reporting tools, how to access and navigate Radar dashboards, and how to edit and create Reporting Workbench reports. You will also learn more options for creating and modifying Reporting Workbench search criteria, how to add and edit display columns, create summaries, configure print layouts, and share reports.

Who should attend?

Staff with responsibility to create and produce advanced reports containing large amounts of data Note: Standard reports are covered during regular application training

E-Learning: RPT020 Create and Save a Private

View

E-Learning: RDR101 Introduction to Radar

E-Learning: RDR102 Personalize a Radar

Dashboard

E-Learning: RPT010 Modifying the Search

Criteria of a Report

Page 24 6/24/2016

Research

Research Grants Administrator

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how to make a research study and billing calendar active. This course will also cover how to review research charges and research accounts for accuracy and rerouting of charges.

Who should attend?

Research Grants Administrators

E-Learning RHB003: Overview of the Revenue

Cycle

E-Learning PRE051: Overview of Registration in

a Hospital Settings

E-Learning RHB006: Overview of Billing

Activities

Research Coordinator

Course Description Prerequisites

Course Length: 4 hours

In this course, you will learn how a patient’s research status gets updated and how to add a patient to a timeline. You will also learn the importance of associating an encounter to a study and various ways to accomplish this. The course will educate on how to manage study participation including associating orders to a study, running reports for your study, and In Basket messaging.

Who should attend?

Research Coordinators

E-Learning CLNAMB001: Overview of

Hyperspace in an Outpatient Setting

E-Learning CLN050: Overview of In Basket

E-Learning RPT010: Modify the Search Criteria

of a Report

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Willow Ambulatory: Outpatient Pharmacy

Outpatient Pharmacy Staff

Course Description Prerequisites

Course Length: 12 hours (1 ½ days)

Day 1: (8 hours)

In this course, you will learn how to work the drop-off window: including filling, verifying and selling prescriptions, how to receive hard copy prescriptions into Epic, review new electronic scripts, update balances, process a partial fill, resolve adjudication errors, register new patients, fill and create mixtures and handle prescriptions from Surescripts. You will also learn how to reprint a label, convert coverages and prescriptions, review first fills; enter, fill and discontinue prescriptions; verify fills, transfer prescriptions and reactivate prescriptions.

Day 2: (4 hours)

In this section of the course, you will learn how to monitor and adjust inventory levels, purchase and receive inventory, transfer inventory, and conduct cycle counts. You will then practice what you learned.

Who Should Attend?

Outpatient Pharmacists Outpatient Pharmacy Technicians Outpatient Pharmacy Managers

E-learning RXAMB001: Review New Electronic

Prescriptions

E-learning RXAMB002: Verify Fills

E-learning RXAMB003: Enter New Prescriptions

E-learning RXAMB004: Convert Prescriptions

Pharmacy Manager

Course Description Prerequisites

Course Length: 1 hour

In this course, managers will learn how to prepare for go-live. You will discuss stations and work queues, frequently encountered issues, downtime, routing, adjudication, and reporting.

Who Should Attend?

Outpatient Pharmacy Managers

Outpatient Pharmacy Staff course