Epic Training Ambulatory and Inpatient Course Catalog

Epic Training Ambulatory and Inpatient Course Catalog One team. One record. One focus: Our patients.

Table of Contents page About Training... 3 Courses Required Ambulatory Courses by Role... 4 Ambulatory Courses... 6 Required Inpatient Physician Courses... 10 Inpatient Courses: Hospital Staff... 12 About Training Your experience with the Epic Electronic Medical Record system starts long before your Go-Live day. To ensure a smooth transition, we immediately work with you to establish a site leadership team, deployment schedule and training needs. Our goal is to provide a smooth install for your practice so you can realize greater operational efficiencies and improve overall patient care. With hundreds of commonly used diagnoses, procedures, medications and documentation tools already preloaded, practices get up and running quickly. There are distinct courses for physicians, surgeons, clinical support staff, registrars, schedulers, and charge entry/billing personnel. Our curriculum is a blended approach that combines e-learning activities with traditional classroom instruction. We will track both e-learning assignments and class attendance using a learning management system. At the appropriate time, you will be given user IDs and passwords for access. Classroom training centers are located within the New Haven, Bridgeport and Greenwich communities. For a successful implementation of Epic in your practice, everyone on staff must agree to comply with the requirements for training and Go-Live. Once training is complete, we will provide consultation to ensure that your staff is proficient with the software. Our project analyst will evaluate on a regular basis how your clinicians and staff are using the application. The purpose is to improve skill, knowledge and confidence throughout your practice. 2 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 3

Required Ambulatory Courses by role Physician / Provider (MDs, PAs, APRNs) Ambulatory Physician & Provider 100 45-min e-learning / 4 hours / Ambulatory Physician & Provider 200 Abstraction Windows Training Surgeons Pre-req: Ambulatory Physician & Provider 100 / 4 hours / 10-min e-learning / 2 hours / 2 hours / (upon request or for those who want a refresher) Scheduler / Front Desk / Reception Abstraction Template Builder Scheduler 100 Scheduler 200 Front Desk 300 10-min e-learning / 2 hours / 10-min e-learning / 2 hours / and 2 hours Supervised Workshop 30-min e-learning / 5 hours / 30-min e-learning / 4 hours / 25-min e-learning / 4 hours / Ambulatory Surgeon 100 Ambulatory Surgeon 200 Abstraction Windows Training 70-min e-learning / 4 hours / Pre-req: Ambulatory Surgeon 100 / 4 hours / 10-min e-learning / 2 hours / 2 hours / (upon request or for those who want a refresher) Schegistration 100 Schegistration 200 Appointment Conversion 7 hours / / In this blended workflow, learn how to schedule and register a patient 6 hours / / Learn scheduling variations and selection of schedule reports 2 hours / Supervised Workshop Clinical Support (RNs, MAs*) Clinical Support 100 (RN, MA) Clinical Support 200 (RN, MA) 45-min e-learning / 4 hours / Pre-req: Clinical Support 100 / 4 hours / Windows Training Practice Management Practice Manager 300 2 hours / (upon request or for those who want a refresher) 25-min e-learning / 2 hours / Abstraction 10-min e-learning / 2 hours / Medical Records / File / Front Desk Support Windows Training 2 hours / (upon request or for those who want a refresher) *Additional courses for MAs with front desk and scheduling responsibilities at a practice are on page 5. In Basket & Chart Review 100 Practice Billing Charge Entry / Billing My Practice 10-min e-learning / 2 hours / 70-min e-learning / 6 hours / 4 hours / / For community practices with fewer than 10 physicians, this course covers activities that streamline Epic billing workflows at a practice. 4 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 5

Ambulatory Courses Ambulatory Physician & Provider 100 45-min e-learning / 4 hours / Navigate Epic Hyperspace View provider schedules review, verify & update information (intake from nurse; allergies; medications; medical & surgical history; family & social history) Place, review & cancel orders Introduce documentation Ambulatory Physician & Provider 200 Pre-Req: Physician & Provider 100 4 hours / Document patient encounters using SmartTools Review, respond & manage results Manage messages regarding orders, transcriptions & charting Utilize report results Ambulatory Surgeon 100 70-min e-learning / 4 hours / Navigate Epic Hyperspace Review admitted hospital patient lists & patient appointments Verify & update medications, diagnoses & allergies Document a progress note using NoteWriter & SmartTools Place, review & associate orders Ambulatory Surgeon 200 Pre-Req: Surgeon 100 / 4 hours / Review pre-visit documentation & surgical cases Place pre-operative orders Complete post-operative reviewing & charting Document H&P note, progress note, visit diagnosis, follow-up & charges; manage a patient s problem list Prepare a letter to be sent to a referring physician Review, respond & manage results Manage messages about orders, transcription, & charting Practice Manager 300 25-min e-learning / 3 hours / Difference between scheduled, ad hoc, and application reports Options for generating, viewing and saving reports/results Scanning workflow Releasing and documenting patient information Ambulatory Clinical Support 100 (RN,MA) 45-min e-learning / 4 hours / View provider schedules Intake patient information including medication, allergies, immunizations and chief complaint Review workflows to document patient encounter Start progress note Ambulatory Clinical Support 200 4 hours / respond and communicate via MyChart Document calls Send and complete letters review workflows to issue patient results Charge Entry / Billing 70-min e-learning / 6 hours / Enter basic charges; add a coverage Attach claim information records Identify & fix charges and coding problems Record National Drug Code information Perform account inquiry/research activities 6 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 7

Ambulatory Courses Scheduler 100 30-min e-learning / 5 hours / Locate existing patients and create new patients Schedule different types of appointments, including reschedules and cancellations Schedule from referrals, orders and authorizations Scheduler 200 30-min e-learning / 4 hours / Collect all demographic, guarantor, and coverage information to register patients Wait list functionality Use the confirm appointments report Follow up on cancellations and no-shows Front Desk 300 25-min e-learning / 4 hours / Check Inpatient appointments, collect documents and co-pays Update coverage and billing info Schedule and register walk-in appointments Maintain accurate appointment statistics InBasket & Chart Review 100 10-min e-learning / 2 hours / Access InBasket Send/receive and organize messages Access chart information Schegistration 100 8 hours / Learn how to schedule and register a patient Schegistration 200 6 hours / Learn scheduling variations and a selection of scheduling reports Abstraction (designated staff) 10-min e-learning / 2 hours / In preparation for Go-Live, key medical information for the most active patients is abstracted from the current system. Course explains the process for entering data into Epic. Create an encounter Enter key medical data including current medications, problems, allergies and immunizations Template Builder 10-min e-learning / 2 hours / & 2 hour / Supervised workshop build A pre-requisite course to prepare for the conversion of future patient appointments to Epic. A provider s scheduling blocks and patterns are built using a scheduling template. Build provider schedules with templates Appointment Conversion 2 hour / Supervised workshop This workshop takes place once the practice or department creates schedules during the Template Builder course. In this class, Scheduler 100 lessons are applied to convert a practice or department from it s legacy system to Epic. upon Request: Basic MS Windows (individuals with limited experience in Windows environment or those who want a refresher) Basic mouse skills Keyboard shortcuts & navigation techniques Toolbars & menus Creating and organizing files 8 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 9

Required Courses: Physician Inpatient Physicians with Hospital Privileges who will use Epic in Practice The following series of classes should be taken in this order: 1. Ambulatory Physician & Provider 100 / 4 hours / 2. Ambulatory Physician & Provider 200 / 4 hours / 3. Ambulatory Trained Inpatient Physician & Provider 300 / 5 hours / Surgeons with Hospital Privileges who will use Epic in Practice The following series of classes should be taken in this order: 1. Ambulatory Surgeon 100 / 4 hours / 2. Ambulatory Surgeon 200 / 4 hours / Core components will show you how to navigate in Epic Hyperspace; introduce documentation and show you how to review, view and update information as well as place orders. Core components will build from the 100-level class and will show you how to document with SmartTools; review and manage results, as well as manage messages regarding orders and transcriptions. This course builds on what is learned in the ambulatory courses to provide the required Inpatient training in a reduced amount of time. Please see the description for the Inpatient Physician & Provider 100 & 200 courses for the core functionality covered in this course. Core components will show you how to navigate in Epic Hyperspace; introduce documentation and show you how to review and update information; place orders and review admitted hospital patient lists and appointments. Core components will build from the 100-level class and will show you how to review surgical cases; place pre-operative orders; document with SmartTools; review and manage results, as well as manage messages regarding orders and transcriptions. 3. Ambulatory Trained Inpatient Surgeon 300 / 5 hours / Physicians who are not using Epic in Practice The following series of classes should be taken in this order: 1. Inpatient Physician & Provider 100 / 4 hours / 2. Inpatient Physician & Provider 200 / 4 hours / Surgeons who are not using Epic in Practice The following series of classes should be taken in this order: 1. Inpatient Surgeon 100 / 4 hours / 2. Inpatient Surgeon 200 / 4 hours / This course builds on what is learned in the ambulatory courses to provide the required Inpatient training in a reduced amount of time. Please see the description for the Inpatient Surgeon 100 & 200 courses for the core functionality covered in this course. Core components of this class will show how to navigate Epic Hyperspace, review patient charts; perform rounding documentation and write progress notes, as well as place orders and manage consults. Core components of this course include learning to manage InBasket; perform medication reconciliation; place admission orders and document with SmartTools. Core components of this class include learning how to review your surgery schedule and admitted patients; documentation including preoperative and notes as well as managing orders for discharge. Core components of the course cover learning to use Rounding Navigator; reviewing orders and notes, and using Notewriter and SmartTools to document, identify, consult patients and writing consult notes. In addition to these core classes for Physicians and Surgeons, there are additional functionality training courses for Cardiologists, Obstetricians and Oncologists. These 2-3 hour classes will cover specialty-specific workflows and documentation. As hospitals prepare to Go-Live with Epic, the Project Epic training team will look for opportunities to bring together sub-specialty groups for training. 10 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 11

Inpatient Courses: hospital staff Inpatient Core Nurse Class: RN, Floor, ICU, L&D RN 100 / 5 hours / RN 200 / 5 hours / Learn how to identify which patients you will care for during your shift, how to get reports, and how to review a patient s chart. This includes reviewing notes, labs, vitals, and I/O. The course also covers how to use the MAR to document. Learn how to document vitals, assessments, and basic intakes and outputs in the Doc Flowsheets activity. The course also covers how to document IV intakes and medication drips using a barcode scanner, and how to document PCA medications. Inpatient Unit Clerk / 4 hours / Emergency Department Emergency Dept RN 100 / 5 hours / Emergency Dept RN 200 / 5 hours / Learn how to track patients arriving to and from your unit, review the patient s chart, discharge a patient, and file charges for a patient. Learn the basics of Epic s ED software by tracking patients through common ED workflows. You also learn ordering and nursing documentation basics as you treat patients from arrival through discharge and beyond. Learn about SmartTools for documentation, viewing reports and creating SmartPhrases. RN 200 ICU / 5 hours / Learn how to document vitals, assessments, and intakes and outputs in the Doc Flowsheets activity. The course also covers how to document IV intakes, medication drips using a barcode scanner, and how to document PCA medications and sedation. Emergency Dept Nurse Asst / 4 hours / Emergency Dept Unit Sec / 4 hours / Learn documentation to create an ED encounter, including patient arrival. Learn the basics of Epic s Emergency Dept software by tracking patients through common ED workflows. You also learn the basics of chart review and order entry. RN 300 / 5 hours / Learn how to complete admission documentation and how to accept a new patient upon transfer. You also learn how to start and document on the Care Plan and Patient Education record. OB Nurse Labor & Delivery Nurse 500 / 6 hours / Learn documentation, triage and Labor and Delivery of pregnant patients in the hospital. RN 400 / 5 hours / Learn how to manage a patient s order based on instructions received from a physician and how to complete documentation required for discharge. Other topics covered in this course include documenting override pulls with a barcode scan and code documentation. Oncology RN Oncology Clinical Support Inpatient RN 500 / 3 hours / Document vitals, medications, normal infusion visits and cumulative dose tracking. RN Assistant / 3 hours / Learn how to track patient assignments, review the patient s chart, document vitals, and document basic intake and output. 12 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 13

Inpatient Courses: hospital staff Cardiology RNs, Techs, Schedulers Coordinators & Managers Cardiology RN Procedure 100 / 4 hours / Cardiology RN Procedure 200 / 3 hour / Cardiology Invasive Technologist / 1 hour / Cardiology Scheduler 100 / 5 hours / Learn how to document a performed invasive procedure, use assignment board as well as create and schedule cardiac cases. Understand the status board. Learn how to view and modify provider planner, document a noninvasive procedure and use sedation narrator. Learn how to schedule emergency cardiac cases; track cases and status boards. Learn to transcribe Cardiology orders, schedule and cancel appointments and orders, checking in patients and monitors. Radiology Radiology RN 100 / 4 hours / Radiology RN 200 / 4 hours / Mammography RN 100 / 4 hours / Mammography Coordinator / 4 hours / Radiology Front Desk 200 / 4 hours / Learn to create and schedule IR cases. Learn how to document a performed invasive procedure and sedation procedures. Perform pre-calls. Document non-invasive procedures, view and modify planner. Transcribe orders, schedule, reschedule and cancel appointments, print result and reminder letters, document assessments and recommendations, enter and review follow-up orders, and enter pathology results. Transcribe radiology orders into Epic and schedule/cancel appointments, review ABNs. Cardiology Scheduler 200 / 4 hours / Cardiology Non-Invasive Tech 100 / 4 hours / Learn to rearrange and update schedules and creating cases. Learn how to begin and end exams, transcribe orders, schedule, reschedule and cancel appointments, and track monitors. Manager 200 / 3 hours / General Radiologist / 4 hours / Manage provider, triage radiology incomplete work and provide staff with appropriate worklists. Understand the integration of PACS and Epic; order medications, write procedure notes and co-sign orders. Cardiology Charge Entry Coordinators / 4 hours / Cardiology Manager 200 / 3 hours / Manually entering charges and supplies for invasive procedures. Manage labs, resources, provide staff with worklist and triage incomplete work. IR Radiologist / 4 hours / Radiology Tech Aide / 2 hours / Understand the status board, transcribe orders and learn the integration of PACS and Epic. Transcribe orders, schedule and reschedule appointments, understand tech worklist and print mammography result letters. Radiology File Room / 4.5 hours / Manage films, process release of information and transcribing orders for importing outside images. Radiology Dept Scheduler 100 / 5 hours / Transcribe radiology ordering in Epic, schedule and cancel appointments; cancel orders, ABNs and check in patients. 14 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 15

Inpatient Courses: hospital staff Radiology Central Scheduler 200 / 4 hours / Mammography Tech 100 / 4 hours / Radiology Non-Invasive Tech 100 / 5 hours / Invasive Tech 100 / 4 hours / Mammography Follow up Appointments 200 / 1 hour / Pharmacist & Pharm Tech Transcribe radiology orders into Epic, schedule appointments, cancel appointments and order ABN s, use appointment without orders report. Learn how to begin and end exams, transcribe orders, add appointments, and document mammography history. Learn how to begin and end exams, transcribe orders, schedule, reschedule and cancel appointments, and administer and document lines and medications/contrast. Understand the status board, create and schedule a procedure, use the assignment board, and document a performed invasive procedure. Create an appointment without an order and use the appointment without order report. Pharmacist 400 / 6 hours / Pre-req: Pharm 100, 200, 300 Oncology Pharmacy 500 / 5 hours / Pharmacy Technician / 6 hours / Entering orders with a custom frequency Entering order panels & linked orders Entering order sets and administration instructions Entering TPN orders Pharmacist rounding and monitoring Reviewing historical meds Learn the basics of Epic s medical oncology information system by entering a course of chemotherapy treatment. In addition, you learn to intervene on treatment plan orders and use Epic to prepare for upcoming chemotherapy doses. Dispensing Processing a cart fill Charging/crediting Handling interruptions Managing medication messages Supporting other users Pharmacist 100 / 6 hours / Pharmacist 200 / 6 hours / Pharmacist 300 / 6 hours / Pre-req: Pharm 100 & 200 Enter orders; changing existing orders Intervening while entering/changing orders Cleaning up un-autoverified orders Verification of orders (CPOE) Changes during verification (CPOE) Intervening while verifying/changing orders (CPOE) Supporting physician order entry Consulting on a patient Dispensing Processing a cart fill Charging/crediting Handling interruptions Adjusting existing orders Managing medication messages Supporting other users Health Information Management HIM ROI 100 / 4 hours / Core components of the class will focus on how to process release requests in Epic, saving requests to media outputs, processing release for unknown patients and new requesters, billing and posting payments for releases, sending payment reminder letters and preparing charts for external auditor reviews through the Release Inspector activity. 16 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 17

Inpatient Courses: hospital staff HIM Deficiency Analyst 100 / 4 hours / HIM Coder 100 / 4 hours / HIM Supervisor 300 / 1.5 hours / Ambulatory Clinics Core components of the class will focus on how to determine charts that are ready for initial and final analysis, review charts for incomplete documentation, understanding the deficiency completion activity and deficiency statuses, adding and reassigning and verifying completed deficiencies, provider notification and suspension, and recording that a clinician is out of office. Learn the medical coder workflow. Core components of the class will focus on how to determine accounts to be coded, review chart information within Epic, perform coding follow up through coding queries, reviewing and fixing coding validation checks, working claim edits, and understanding coding statistics and reports. Learn administrative tasks for the HIM department. Core components of this class will focus on administration of the requester database, processing write-offs and refunds, reviewing deficiency statistic reports and understanding HIM reports. InPatient Clinical Care: Case management, social work, pastoral care, Inpatient Nurse consult, IV team, Diabetes educator, therapists Clinical Document Care Services / 5 hours / Therapist 100 / 5 hours / Therapist 200 / 5 hours / Clinical Managers 100 / 90 minutes / Clinical Managers 200 / Clinical Document Manager Chart Review & Reports / 2 hours / Learn about documenting a care plan, chart review, maintain patient list with treatment teams. Maintain patient list with treatment teams Review reports Basic flow sheet documentation review patient allergy, home meds and patient history Writing notes for an outpatient Documenting an assessment Documenting patient profile Documenting care plan and patient education and writing care plan notes Entering verbal orders Therapist charging Review and run reports and chart audits. Chart audits and Inpatient specific reports. This class covers resource assignments and reports. Ambulatory Clinical Support 100 / 4 hours / Ambulatory Clinical Support 200 / 4 hours / View provider schedules, intake patient information and review workflows to document patient encounter. Respond and communicate via MyChart, document calls, send and complete letters, review workflows to issue patient results. Respiratory Therapist 100 / 4 hours / Maintain a patient list review tasks on the work list review patient summary reports review new notes review Navigator reports Validate allergies & contraindications Document assessments using a Navigator Writing a note 18 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 19

Inpatient Courses: hospital staff Respiratory Therapist 200 / 4 hours / Pain / Palliative 100 / 4 hours / Entering & modifying orders Updating & documenting care plans & patient education Administering medications with barcoding Charging for respiratory care Navigate Epic Hyperspace Open & review patient charts Triaging patient from patient lists Update the problem list & write a progress note performing rounding documentation review & place orders Manage consults perform charge capture Operating Room / Anesthesia, Pre-Postop RN Anesthesia 100 / 4 hours / Anesthesia 200 / 4 hours / In this course, you work through documenting a pre-operative anesthesia assessment, plan and preliminary intraoperative care. Key content includes using templates for faster documentation. This course continues documentation of intraoperative care including intraprocedure medications and data validation from anesthesia devices. Documentation for the post-operative phase of care, follow-up and block administration is included. Pain / Palliative 200 / 4 hours / Diet. Assts / Techs / 2 hours / Tech Supp / Chart Rev / 90 minutes / Manage Inbasket Enter allergies & patient history Compose an H&P note Utilize NoteWriter & SmartTools Navigate Epic Hyperspace Locate necessary patient information Navigate Epic Hyperspace Open & review patient charts Utilize Navigators to complete documentation Anesthesia 300 / 4 hours / Pre-Post Operative RN 100 / 7 hours / Pre-Post Operative RN 200 / 7 hours Pre-Req: Pre-post Op RN 100 / In this course, documentation of a complete anesthesia workflow is reviewed. Learn the basics of pre-procedure documentation, including patient assessments, vitals, orders and preop checklist. In this course, you learn about the basics of medication administration. Performance Management & Infection Control Nutrition 100 / 4 hours / Nutrition 200 / 4 hours / Document infection status; navigate Epic Hyperspace Open & review patient charts Maintain a patient list; review patient summary reports review new notes and write a note review Navigator reports Flowsheets and documentation Flowsheets and documentation Entering & modifying orders Updating & documenting care plans & patient education Pre-Post Operative RN 300 / 7 hours Pre-Req: Pre-post Op RN 100 & 200 / Intraop RN 100 / 5 hours / In this course, you learn the basics of post-procedure documentation, including patient education and discharge instructions. In this course, you will learn how to review a patient history, complete pre-procedure documentation, including a preoperative checklist. Documentation of an intraoperative plan of care and scheduling of an add-on procedural case is reviewed. 20 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 21

Inpatient Courses: hospital staff Intraop RN 200 / 5 hours / Pref Card Build 100 / 2 hours / OR Schedule 100 / 6 hours / OR Manager 400 For Optime Area Managers / In this course, you learn documentation tasks relevant to the complete workflow of intra-operative nurses. In this course, you learn how to create preference cards for use in perioperative areas. In this course, you will learn how to create a procedural case, case scheduling and managing the operative schedule. This class includes resource assignments and operative area reports. Hospital Billing Intro to Epic / 90 Minutes / Claims, Coverages, Credits & Adjustments / 7 hours / Payment Posting / 4 hours / Learn how to navigate through Epic, access patient and guarantor information, review statements and document your work. Review coverage changes, follow-up on outstanding claims, correct claim errors, manage credit balances and post adjustments all in this class. Post guarantor and insurance payments, takebacks, allowance discrepancies and learn how to balance a batch. OR Biller 100 / Optime OR View 100 / Optime Equipment & Supply 200 / PACU RN 100 / 5 hours / PACU RN 200 / 5 hours / This class reviews basics of the procedural area billing workflow. This class reviews basics of viewing procedural area status boards and operative schedules. This class reviews basics of viewing equipment and supply preference cards and printing of pick lists. In this course, you learn documentation tasks relevant to postoperative nurses in the PACU area, including assessments, attaching monitoring devices and orders management. In this course, you learn about the basics of medication administration, including medication titrations. Enter & Review Charges Managing Denials / 2 hours / SBO Reporting / 5 hours / Registration and EVS Services Patient Access 100 / 5 hours / Manually enter charges from a fee ticket, correct and review charge errors. Learn how to work denials and change the status of a follow-up record. A class for managers to learn how to use the dashboard to report on A/R, work queue volume, measure insurance follow up, etc. This course will introduce you to the important admitting functions of preregistering Inpatient admissions for adult and dependant patients. You will also learn how to collect demographic, guarantor and coverage information. PACU RN 300 / 5 hours / This course continues documentation tasks to complete PACU care, including patient education. Patient Access 200 / 5 hours / This course demonstrates how to add and correct coverage and guarantor information for billing purposes, as well as managing ADT events and making bed reservations. 22 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 23

Inpatient Courses: hospital staff Auth/Cert 300 / 2 hours / ED Registrar 300 / 3 hours / Labor & Delivery Clerk 300 / 2 hours / Housekeeper IVR / 1 hour / Bed Planner 300 / 4 hours / EVS Manager 100 / This class will teach you how to document benefit coverage information, as well as add authorization information and days approved or denied to a hospital account. This course will teach you how to arrive and register an ED patient. You will also learn how to create temporary records for expected patients and identify and merge anonymous patients. This course demonstrates a patient s entire maternity workflow from preregistration to arrival. You will learn how to create a newborn chart and discharge both mom and baby from the labor and delivery unit. In this course, you learn how to use the Environmental Services module to track bed cleaning. In this class, you will learn how to reserve and assign beds and how to transfer/update patients from units within the hospital. Users will also learn how to admit a patient from a hospital outpatient department. This course demonstrates how the EVS manager will manage, assign, and view bed cleaning requests throughout the hospital. Financial Coordinator 100 / 2 hours / Lab Staff 100 & 200 / 3 hours per Course / Registration and Claim Edits 100 / 2 hours / Scheduling / Registration Scheduler 100 / 5 hours / Scheduler 200 / 4 hours / Schegistration 100 / 7 hours / Financial counselors will learn how to document application statuses on hospital accounts in order to follow a patient s progress through either the Medicaid or Free Care process. Users will learn how to add Free Care adjustments as well. This course teaches lab staff how to fully register patients and schedule walk-in appointments from Epic orders. They will also learn how to transcribe paper orders, run ABN checks, and scan documentation. In this class, you will learn how to identify and correct registration errors from work queues both prior to and after claims have been filed. Locate existing patients and create new patients. Schedule different types of appointments, including reschedules & cancellations. Schedule from referrals and orders. Collect demographic, guarantor and coverage information to register patients. Learn wait list functionality and use the confirm appointment reports and follow-up on cancellations. In this blended workflow, learn how to schedule and register a patient. Admit Manager 500 / 3 hours / Admitting managers/supervisors will learn how to review their dashboard reports, which allows them to measure user registration speed and completeness. They will also learn how to configure existing reports in order to edit and view the desired information. Schegistration 200 / 6 hours / Registration 100 / Template Builder / 2 hours / Learn scheduling variations and selection of schedule reports. Learn how to register a patient in Epic. Learn about building a provider s schedule. 24 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 25

NOTES 26 One team. One record. One focus: Our patients. One team. One record. One focus: Our patients. 27

The Epic Project 99 Hawley Lane Stratford, CT 06614 203-200-3742 (EPIC) projectepic@ynhh.org