id&t course catalog tcourse catalog - usf...

USF Health IS | 813.974.6288

ID&T Course Catalog

Prepared by Instructional Design & Training

88

T Course Catalog

Software Name, V1.1 pared by Instructional Design & Training

April 15, 2010

USF Health IS | 813.974.6288

Training Course Catalog

Contents Contents ................................................................Patient Centric Information Solution (PCIS) Overview.USF Health IS Instructional Design and TrainingTraining Registration Process ................................Training Facilities ................................................................PCIS View Only ................................................................Clinical Support Staff – Session I................................Clinical Support Staff – Session II................................HEROES - Health Electronic Records Online Enhanced SupportProvider Training ................................................................Allscripts A’la Carte Class ................................A/R Follow Up ................................................................Call Process/Tasking ................................CODA / COGNOS - Browse and ReportsCODA e-Procurement - Beginning ................................CODA e-Procurement-Advanced ................................CODA Workflow Training ................................CREST (Customizable Resident Tracking)Department Administrator ................................Financial Specialists ................................Front Desk ................................................................Information Services Help Desk TrainingInformation Technology Overview ................................Medical Records ................................................................Microsoft Office Suite Classes ................................Payment Posting ................................................................PCIS Overview ................................................................Registration ................................................................Schedulers ................................................................SharePoint - Contributor ................................SharePoint – Full Control ................................TES Charge Entry & TES Workfiles ................................Lyris List ................................................................Checkbox Survey................................................................

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aining Course Catalog

................................................................................................................CIS) Overview.................................................................Training ...............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................line Enhanced Support .....................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................

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USF Health IS | 813.974.6288


Patient Centric Information Solution (PCIS) Overview

Introduction

USF Health continues its journey towards national prominence with the opening of the new Centers for Advanced Healthcare. USF Health also maintainssystems. Patient Centric Information Solution (PCIS) functionality. This provides an efficient, streamlined workflow for patient care.

To support the Dean’s mandate to achieve 100% physician compliance in the use of a featurefunctional Electronic Health Record (EHR), efforts are well underway with the implementation of the Allscripts TouchWorks EHR. As part of this process, the organization is moving forward with an aggressive timeline to achieve a “paperless” environment. The focusimproved automation and functionality to the physicians, physician extenders, fellows, residents, medical students, and clinical and non-clinical support staff.

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n Solution (PCIS) Overview.

ds national prominence with the opening of the new Centers for maintains its process of implementing enhanced information technology

CIS) allows you to log into one application to access both GE and Allscripts t, streamlined workflow for patient care.

eve 100% physician compliance in the use of a featureHR), efforts are well underway with the implementation of the Allscripts

ss, the organization is moving forward with an aggressive timeline to he focus of the EHR is to enhance the patient experience and provide y to the physicians, physician extenders, fellows, residents, medical upport staff.

3

w Centers for formation technology

both GE and Allscripts

ure-rich, fully tion of the Allscripts essive timeline to ence and provide idents, medical

USF Health IS | 813.974.6288


USF Health IS Instructional

In order to formalize and standardize the employee training process, the Department of Education and Training was developed in November 2006 and merged with USF Health IT in February 2008 forming the group Instructional Design and Training (IDT), as part of the new USF health information Systems. The purpose of the department is to provide consistent, hightraining classes to all faculty, staff and medical students opatient information system the implementation of the Allscripts Touchworks Electronic Medical Records application which is all part of the Patient Centric Information Solution (PCIS) Project, Microsoft and any training for USF HEALTH IS initiatives and applications such as HART, CREST, Checkbox and others.

Should you have any further questions, please do not hesitate to contact the Department of Instructional Design and Training staff:

Name / Title

Instructional Design and Training Susan Pringle - Director

Anne K Jones - Instructional Design Coordinator

Jonathan Catuccio - Education Specialist

Chezelle Coqueran - Education Specialist

Dana Frederick - Education Specialist II

Angelica Guillermo - Education Specialist

Chris Hoelle - Instructional Designer

Christine Huber - Education Specialist

Mark Regonini -Instructional & Developmental Facilitator

Lani Boothman - Training Specialist

Marangely Rodriguez - Education Specialist Revenue Cycle)

Lawrence Stawkowski - Computer Training

Robbie Tisdel - Education Specialist II (Revenue Cycle)

Marilyn Yarbrough - Education Specialist

Department of Finance and AccountingTeresa Deckard - Accounting Systems Analyst

Jennifer Palmer - Accounting Systems Specialist

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l Design and Training

he employee training process, the Department of Education and Training merged with USF Health IT in February 2008 forming the group as part of the new USF health information Systems. The purpose of the

gh-quality training to USF Health employees. Currently, we provide free medical students on the new version of the GE Healthcare / IDX Flowcast

mentation of the Allscripts Touchworks Electronic Medical Records ent Centric Information Solution (PCIS) Project, Microsoft iatives and applications such as HART, CREST, Checkbox and others.

please do not hesitate to contact the Department of Instructional Design

Email

[email protected]

ordinator [email protected]

st I [email protected]

ist I (Clinical) [email protected]

(Revenue Cycle) [email protected]

ist I (Clinical) [email protected]

[email protected]

II(Patient Access) [email protected]

pmental Facilitator [email protected]

[email protected]

ialist I (Patient Access; [email protected]

ning [email protected]

Revenue Cycle) [email protected]

ist I (Patient Access) [email protected]

ntingAnalyst [email protected]

Specialist [email protected]

4

ducation and Training g the group . The purpose of the ntly, we provide free thcare / IDX Flowcast

edical Records rosoft Office training kbox and others.

of Instructional Design

Telephone

u 974-0866

u 974-5492

u 974-7621

u 396-9584

u 396-9587

u 396-9586

u 974-9644

396-9580

u 974-4973

u 396-9583

u 396-9618

u 974-7937

396-9581

du 396-9588

u 974-2389

u 974-6187

USF Health IS | 813.974.6288


Training Registration Process

In order to ensure that all faculty and staff receive the appropriate training and corresponding system security access in a timely manner, please adhere to the following procedures listed below. Should you have any questions regarding the training schedule, course catalog,hesitate to contact us at (813) 396-9587.

TRAINING REGISTRATION PROCEDURES

11.. Review the Course Catalog. The Course Catalog contains all the necessary information regarding course descriptions, intended audience, pre

22.. Identify the appropriate training class

33.. Complete the Training Registration Form, including preferred class date and time, and fax to the 813-396-9619 or scan and email to [email protected] .

Note: If the schedule does not offer a class close to the new please contact our department to see ifaccommodate special requests

PCIS ACCESS REQUEST PROCEDURES

11.. An HSC account is required in order to obtain PCIS accessto be setup is 72 hours once the request has been approved, so please consider this when determining start dates for your new staff members. HSC access is a web based application that is located at on the Health IS homepage. Please see the link below to access this; https://hsccf.hsc.usf.edu/support_desk/new_account/account_request_step_1.cfm

22.. Complete the PCIS Security Access Request form and the USF Health PCIS Use and Security Agreement. a. Supervisors need to complete the PCIS Security Access Request form for the new

employee(s). The employee must read and sign USF Health PCIS Use and Security Agreement.

b. If a new employee will be attending new hire Orientation, USF Health Use and PCIS Security Agreement and the HSC account will be obtained at that time.

33.. Fax all completed forms back to the [email protected], [email protected]

Note: A reminder and confirmation will be sent to the class participant (if email contact information exists) and to the supervisor at least 24 hours in advance of the class.

44.. Security access will be given to the new employee upo

Cancellations- Please notify us at least 24 hours in advance (if possible) if you will not be able to attend training. At this time, the training will be rescheduled.

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ess

taff receive the appropriate training and corresponding system security re to the following procedures listed below. Should you have any ule, course catalog, security access or form completion, please do not 7.

CEDURES

e Course Catalog contains all the necessary information regarding course e, pre-requisites, course objectives and corresponding Roles/Rights.

g class(es) for the employee(s).

tion Form, including preferred class date and time, and fax to the il to [email protected], [email protected]

r a class close to the new employee’s start date or in the dnt to see if alternative arrangements can be made.

sts, resources permitting.

RES

order to obtain PCIS access. The standard turnaround time for an account e request has been approved, so please consider this when determining

members. HSC access is a web based application that is located at on the e the link below to access this; port_desk/new_account/account_request_step_1.cfmcess Request form and the USF Health PCIS Use and Security Agreement. to complete the PCIS Security Access Request form for the new mployee must read and sign USF Health PCIS Use and Security

will be attending new hire Orientation, USF Health Use and PCIS Security e HSC account will be obtained at that time.

o the ID&T at (813) 396-9619 or scan and email to [email protected]; and [email protected]

n will be sent to the class participant (if email contact information exists) t 24 hours in advance of the class.

the new employee upon successful completion of training.

t 24 hours in advance (if possible) if you will not be able to attend he training will be rescheduled.

5

ding system security you have any ion, please do not

ation regarding course ing Roles/Rights.

and fax to the ID&T at du; and

n the desired location, We will do our best to

nd time for an account is when determining

at is located at on the

cfmSecurity Agreement.

for the new nd Security

Use and PCIS Security

.

ct information exists)

raining.

able to attend

USF Health IS | 813.974.6288


Training Facilities NORTH CAMPUS Faculty Office Building

13220 USF Laurel Drive

Tampa, FL 33612

ST. PETERSBURG CAMPUS 140 7TH Avenue South

St. Petersburg, FL 33701

PARKING Please obey all parking rules and regulations. Visitor parking passes are available in most locations. Please refer to the following website for information regarding visitor parking:http://usfweb2.usf.edu/parking_services/visitors.asp

For a visitor parking lot map, please click on the following link:http://usfweb2.usf.edu/parking_services/parking_map_files/2007maps/parking_map.pdf

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1st Floor

Rooms: 1301, 1302, 1303

BAY 225

DAV 253

FCT 120

ations. Visitor parking passes are available in most locations. or information regarding visitor parking:es/visitors.asp

ck on the following link:es/parking_map_files/2007maps/parking_map.pdf

6

ocations.

USF Health IS | 813.974.6288


PCIS View Only

Course Description

This course provides training on performing duties using the Allscripts Electronic Health Record (EHR) and GE Flowcast systems. Participants will be instructed on navigating through the GE/Web Framework, searching for and personalizing daily schedules, retrieving patient demographic information and locating documents within the patient’s electronic chart. INTENDED AUDIENCE

Research Assistants COURSE LENGTH

1 ½ hours (3:00pm – 4:30pm)

ROLES/RIGHTS ON PCIS ACCESS REQUEST FORMTouchworks View/Print & Patient Services

OBJECTIVES Upon completion of this class, participants will be able t

Access and log into PCIS.

Navigate and identify the main components of the GE/Web Framework.

Access Patient Services and view patient demographic information.

View and personalize the Provider

Access and update the Patient Profile.

Identify the components of the

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ming duties using the Allscripts Electronic Health Record (EHR) and GE nstructed on navigating through the GE/Web Framework, searching for eving patient demographic information and locating documents within

QUEST FORMent Services - View Only (write in Section: Other)

ants will be able to:

components of the GE/Web Framework.

w patient demographic information.

der Schedule.

Profile.

e Clinical Desktop including ChartViewer.

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ecord (EHR) and GE ework, searching for g documents within

USF Health IS | 813.974.6288


Clinical Support Staff – Session I

Course Description

This course provides training on performing clinical duties using the Allscripts Electronic Health Record (EHR) and GE Flowcast systems. Participants will be instructed on navigating through the GE/Web Framework, searching for and personalizing daily schedules, retrieving patient demographic information and locating documents within the patient’s electronic chart. The course will information, such as problems, allergies, medication history, immunizations, vital signs and viewing results. Participants will also learn how to manage daily tasks and request patient charts.

INTENDED AUDIENCE Clinical Support Staff – Full Time and Temporary Employees

COURSE LENGTH 4 Hours (8:30am – 12:30pm)

ROLES/RIGHTS ON PCIS ACCESS REQUEST FORM

Clinical Care Specialist 1=MA, 2=LPN, 3=RN

OBJECTIVES Upon completion of this class, participants will be able to:


Navigate and identify the main components of the GE/Web Framework.


Verify and/or change the Site.


Access and update the Patient Profile.


Enter /update patient clinical dataetc.

Place orders for labs and images.

Create and manage structured notes, unstructured notes and forms using Text and Medcin Templates, ROS and Dictation markers.

View radiology and laboratory r

Manage daily tasks.

Request patient charts.

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ssion I

ming clinical duties using the Allscripts Electronic Health Record (EHR) will be instructed on navigating through the GE/Web Framework, hedules, retrieving patient demographic information and locating nic chart. The course will also focus on entering patient clinical s, medication history, immunizations, vital signs and viewing results. age daily tasks and request patient charts.

me and Temporary Employees

QUEST FORM=LPN, 3=RN or Nurses= Nurse Team lead


components of the GE/Web Framework.


der Schedule.

Profile.


ata utilizing the Add Clinical Item (ACI) i.e. vitals, medications, allergies,

es.

notes, unstructured notes and forms using Text and Medcin Templates,

results.

8

ealth Record (EHR) eb Framework, n and locating tient clinical d viewing results.

edications, allergies,

d Medcin Templates,

USF Health IS | 813.974.6288


Clinical Support Staff – Session

Course Description

This course is a follow up to Clinical Support Session I. This assessment will be used to strengthen specific competencies and information will be introduced on how to basic follow up appointments. INTENDED AUDIENCE

Clinical Support Staff

PRE-REQUISITES Clinical Support Staff – Session

COURSE LENGTH 2 Hours (1:00pm – 3:00pm)


Process incoming telephone calls.

View and work the Task List.

Copy a Task to a clinical note.

Schedule follow up patient appointments

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ssion II

pport Session I. The class will start with an assessment of skills learned in ed to strengthen specific competencies and answer any questions. New w to process incoming telephone calls, utilizing Tasking and

1


lls.

ointments.

9

ment of skills learned in er any questions. New asking and scheduling

USF Health IS | 813.974.6288


HEROES - Health Electronic Records Online Enhanced Support

Course Description

This course provides training for individuals who are identified by their Supervisor/Manager as having an advanced understanding of the PCIS System. The HEROES Workshop takes inPCIS program and teaching a more in-ddevelop troubleshooting skills and leadership qualities. Participants will participate in classroom exercises that will require classroom participation. INTENDED AUDIENCE

Clinical Staff

PRE-REQUISITES Clinical Support Staff – Session I & II (F.T. with at least 6 months of employment

COURSE LENGTH 1 Day (8:30am – 4:30pm)


�� Navigate Dictation Toolbar.

�� Activate/Deactivate Dictation Markers.

�� Change site to current location.

�� Order recurring medications.

�� Remove an entry from a note.

�� Open a Note and link to an Appointment.

�� Unlock a locked Note.

�� Add items to My Favorites.

�� View images side-by-side via Web

�� Remove a problem from the Patient’s Records.

�� Verify Results & Patient Worklist.

�� Enter Medication Hx.

�� Add a problem from the patient’s records.

�� Order a medication.

�� Renew an Rx with and without changes.

�� Annotate an injection.

�� Complete an order.

�� Reprint Rx/Resend Rx and Reprint Requisition.

�� Order Durable Medical Equipment (DME).

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c Records Online Enhanced Support

duals who are identified by their Supervisor/Manager as having an stem. The HEROES Workshop takes individuals to the next level of the epth understanding of the program. This workshop also helps them ership qualities. Participants will participate in classroom exercises that

I & II employment and excels in the PCIS System)


Markers..

pointment.

Web-PACS. atient’s Records.st.

t’s records.

changes.

rint Requisition.ent (DME).

10

t

er as having an he next level of the

also helps them sroom exercises that

USF Health IS | 813.974.6288


Provider Training

Course Description:

This course provides information on how to the V11 Allscripts Electronic Health Record (EHR) system. Providers will be instructed on how to navigate through the Allscripts system, search for and personalize theinformation and locate documents within the patient’s electronic chart. The course will also focus on entering patient information, ordering medications, adding problems and viewing results.

INTENDED AUDIENCE Physicians Residents or Fellows Nurse Practitioners and Physician Assistants

ROLES/RIGHTS ON PCIS ACCESS REQUEST FORMARNP, Fellow, Physician, Physician Assistant

COURSE LENGTH 2 Hours



Navigate and identify the main components of the Web Framework.

Verify and/or change the Site.


Access and view and/or update the Patient Profile.


Update and/or review patient clinical datamedication, immunizations, etc.

View radiology and laboratory r

Open or create and manage structured notes, uTemplates and ROS.

Add a dictation marker.

Place new orders i.e. medications

Manage daily Tasks.

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ow to perform clinical inquiries, clinical updates and patient support using Record (EHR) system. Providers will be instructed on how to navigate

for and personalize their daily schedules, retrieve patient demographic hin the patient’s electronic chart. The course will also focus on entering ons, adding problems and viewing results.

an Assistants

QUEST FORMcian Assistant, or Resident


components of the Web Framework.

der Schedule.

e the Patient Profile.


clinical data utilizing the Add Clinical Item (ACI) i.e. problems, allergies, c.

results.

ructured notes, unstructured notes and forms using Text and Medcin

ons, labs, etc.

11

d patient support using d on how to navigate e patient demographic also focus on entering

problems, allergies,

Text and Medcin

USF Health IS | 813.974.6288


Allscripts A’la Carte Class

Allscripts is the USF Health Electronic Health Record (EHR)in depth look at specific features of the EHR.

INTENDED AUDIENCE

Physicians Residents or Fellows Nurse Practitioners and Physician Assistants

PREREQUISITES

PCIS Provider Training

COURSE LENGTH

90 minutes

Computerized Physician Order Entry (CPOE)

Computerized physician order entry (CPOE) is the process of electronically placing patient orders. These orders are communicated via computer network to the clinical staff, pharmacy, laboratory or radiol

OBJECTIVES

Add new problems.

Create Problem-based Orders.

Create new Orders for:

o Labs/Procedures

o Imaging

o Follow-up & Referrals

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Health Record (EHR). The classes listed below were created to give a more EHR.

an Assistants

y (CPOE)

CPOE) is the process of electronically placing patient orders. These orders ork to the clinical staff, pharmacy, laboratory or radiol

12

created to give a more

t orders. These orders ology department.

USF Health IS | 813.974.6288


A/R Follow Up

Course Description:

The Accounts Receivable (A/R) Follow Up training course is designed to provide the Revenue Cycle staff with the necessary information to work patient and insurance outstanding balances through the Paperless Collection System (PCS) in the web-based version provide users with the necessary information to access and navigate throughout the system, as well as view patient and other pertinent system information.

This course is mandatory for all current and new A/R Follow Up staff requiring access to the GE Healthcare / IDX Flowcast system.

INTENDED AUDIENCE RCO Patient Service RepresentativesRCO Insurance Response Unit

ROLES/RIGHTS ON PCIS ACCESS REQUEST FORMInsurance Response Unit or Patient Services/Collections

COURSE LENGTH 1 day (8:30am – 4:30pm)


Access and navigate throughout the Web Framework version

Identify and utilize main components of the Web Framework

Access the Patient Services screen and view patient information

Add, edit and view patient registration

Access and work patient invoices through the Paperless Collection System (PCS)

Understand and utilize collector status codes

Recover PCS workfiles and sessions

Add, edit and view case information

View information in the Payor Contract Module (PCM) and Pricing Module

Access and interpret Invoice Inquiry detail

Access and edit insurance authorizat

Verify and run eligibility through eCommerce.

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Up training course is designed to provide the Revenue Cycle staff with the t and insurance outstanding balances through the Paperless Collection

on of the GE Healthcare / IDX Flowcast system. This training will also rmation to access and navigate throughout the system, as well as view

ormation.

t and new A/R Follow Up staff requiring access to the GE Healthcare / IDX

atives

QUEST FORMtient Services/Collections


ut the Web Framework version.

onents of the Web Framework screens.

een and view patient information.

stration/ demographic and insurance/FSC information

es through the Paperless Collection System (PCS).

r status codes.

ions.

ation.

Contract Module (PCM) and Pricing Module.

quiry detail.

orization information.

h eCommerce.

13

ue Cycle staff with the e Paperless Collection This training will also

ystem, as well as view

he GE Healthcare / IDX

on.

USF Health IS | 813.974.6288


Call Process/Tasking

Course Description:

The Call Process/tasking training course will provide call center staff with the necessary skills to process patient messages to clinical support stafsystem.

INTENDED AUDIENCE Call Processors

ROLES/RIGHTS ON PCIS ACCESS REQUEST FORMScheduler/Call Center

COURSE LENGTH 2 hours

OBJECTIVES Upon completion of this class, participants will


Identify and utilize main components of the Web Framework screens

Set up Call Processing user preferences

Complete the Call Process Form

Task the call to a nurse team or provider

Save, retrieve and complete unfinished calls

Add Task views and change between task views

View and edit a task item.

Process a Task Request.

Reassign a Task.

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ourse will provide call center staff with the necessary skills to process t staff in the web-based version of the GE Healthcare / IDX Flowcast

QUEST FORM




ferences.

m.

r provider.

finished calls.

tween task views.

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y skills to process re / IDX Flowcast

USF Health IS | 813.974.6288


CODA / COGNOS - Browse and Reports

Course Description:

The browse and reports training course will provide advanced users with information to view transactions in the general ledger using the web-based version of the Coda eCognos system. This training will alsobrowsers and/or reports if needed.

This course is available to advanced users who have access to Coda e

INTENDED AUDIENCE Current advanced users who reconcitheir department

PRE-REQUISITES Basic computer skills Microsoft Windows navigation

COURSE LENGTH 3 hours (scheduled times vary)

OBJECTIVES Upon completion of this class, participants will be

Understand available items on the Menu on Codaweb

Review account structure of the elements for use in browsing

Understand use of selectors and presenters in browsing

Understand prompts used for browsing

Understand results from browsers

Export data, sort, and view browse results

Access and navigate throughout Cognos using the web version

Review monthly reports available to

Understand prompts used for reports

Read report results.

View or save reports in other formats such as excel

Review other reports available for reconciliation purposes

Request new browsers and/or reports

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and Reports

e will provide advanced users with information to view transactions in the version of the Coda e-finance system and to run various reports in the

provide advanced users with the necessary information to request new

ers who have access to Coda e-Finance and Cognos systems.

ho reconcile general ledger accounts or distribute financial reports for

tion

ary)


s on the Menu on Codaweb.

of the elements for use in browsing.

rs and presenters in browsing.

for browsing.

rowsers.

browse results.

ghout Cognos using the web version.

ailable to Run.

for reports.

er formats such as excel.

able for reconciliation purposes.

/or reports.

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iew transactions in the various reports in the

mation to request new

systems.

nancial reports for

USF Health IS | 813.974.6288


CODA e-Procurement - Beginning

Course Description:

The Beginning e-Procurement training course will provide users with the necessary information to process manage purchase orders in the web-bprovide users with the necessary information to access and navigate throughout the system, as well as view, modify, and print purchase orders.

This course is mandatory for all new users requiring access to the Coda e

INTENDED AUDIENCE New Coda users who will process purchase orders for their department

PRE-REQUISITES Basic computer skills Microsoft Windows navigation

COURSE LENGTH Available Online only (Please email




Access the e-Procurement features and view purchase order information

Understand and print items available on the Menu

Create, edit, copy and view purchase orders

Understand the components

Print, save, receive, and remove receipt

Forms needed to request new or update vendor information

Understand the different purchase order types

Understand the account structure in Coda

Understand how to view receipts

Understand where to go for assistance.

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ginning

course will provide users with the necessary information to process based version of the Coda e-Procurement system. This training will also rmation to access and navigate throughout the system, as well as view,

ers requiring access to the Coda e-Procurement system.

rocess purchase orders for their department

tion

se email [email protected] to register)


ghout the Web Framework version.

mponents of the Web Framework screens.

features and view purchase order information.

s available on the Menu.

w purchase orders.

ts of My Home and Workflow.

move receipts for purchase orders.

ew or update vendor information.

urchase order types.

ructure in Coda.

eceipts and matching status.

r assistance.

16

mation to process and This training will also

stem, as well as view,

tem.

USF Health IS | 813.974.6288


CODA e-Procurement-Advanced

Course Description:

The Advanced e-Procurement training course will provide current users with advanced information to manage purchase orders being processed in the webalso provide participants with the necessary information to manage purchase orders using Team Home and My Home feature in Coda.

This course is available to current users who have access to the Coda e

INTENDED AUDIENCE Current users who manage purchase orders for their department

PRE-REQUISITES Basic computer skills Microsoft Windows navigationMust have completed the Beginning enecessary for navigating the e

COURSE LENGTH 2 hours (scheduled times vary)


Review the e-Procurement features and viewing

Understand available items on the Menu on Codaweb

Understand the components of Team Home, My Home and workflow

Manage purchase orders using Team Home and/or My Home features

Submit purchase orders to workflow for approval

Verify status of purchase orders submitted to a workflow

Understand workflow design

Understand differences between capability to approve

Approve, deny, and cancel

Approve, deny, and request

Review different purchase order types

Review account structure of elements and using account code builder

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anced

course will provide current users with advanced information to manage e web-based version of the Coda e-Procurement system. This training will essary information to manage purchase orders using Team Home and My

s who have access to the Coda e-Procurement system.

purchase orders for their department

tionBeginning e-Procurement training course or have skills and knowledge e e-Procurement system.

ary)


features and viewing purchase order information.

s on the Menu on Codaweb.

ts of Team Home, My Home and workflow.

sing Team Home and/or My Home features.

workflow for approval.

rders submitted to a workflow.

gn – including DEANSOFFICE & UMSAEXEC workflows

tween capability to approve and pass-thru review.

purchase orders via My Home.

t modifications to purchase orders via workflow.

order types.

of elements and using account code builder.

17

nformation to manage stem. This training will g Team Home and My

m.

ills and knowledge

ws.

USF Health IS | 813.974.6288


CODA Workflow Training

Course Description:

The workflow training course will provide authorizing users with information to view purchase orders via a workflow message received in an email. This training will also provide authorizing users with the necessary information to approve, deny, or request modification of purchProcurement system.

This course is available to authorizing users who have access to Coda Workflow, and Coda esystems. INTENDED AUDIENCE

Authorizing users who approve purchases for their department

PRE-REQUISITES Basic computer skills Microsoft Windows navigationMicrosoft Outlook navigationInternet Explorer navigation

COURSE LENGTH Available online only (Please email


Understand Java requirements for workflow users

Understand Coda workflow messages received via email

Open attachments.

Understand your Coda password

View details of purchase orders

Approve, deny, or request modification of purchase orders

Understand P’Thru approval process

Submit purchase orders to workflow

Understand workflow submission results

Understand workflow action messages

Understand proper authorizations required for

Understand account structure of the elements used for purchase orders

Understand which screen prints are required by accounts payable

Understand department/division structure

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ovide authorizing users with information to view purchase orders via a ail. This training will also provide authorizing users with the necessary quest modification of purchase orders processed through the Coda e

g users who have access to Coda Workflow, and Coda e

rove purchases for their department

tiononn

se email [email protected] to register)


ents for workflow users.

w messages received via email.

sword.

rders.

modification of purchase orders.

al process.

workflow.

mission results.

on messages.

zations required for purchase orders.

ure of the elements used for purchase orders.

prints are required by accounts payable.

ivision structure.

18

purchase orders via a ers with the necessary

through the Coda e-

d Coda e-Procurement

USF Health IS | 813.974.6288


CREST (Customizable Resident Tracking)

Course Description:

The CREST Resident Tracking program is an automated, centralized resident/attending physician evaluation process for the Residency programs in the College of Medicine. CREST will allow the different Residency Programs to create a 360 degree evaluation proother after each rotation. INTENDED AUDIENCE

Resident Coordinators

COURSE LENGTH 2 Hours (times vary)


Add/Edit Programs, PGY Levels, Locations, and Rotations.

Edit Evaluations.

Assign Evaluations to Attendings.

Schedule Rotations or Edit an existing Rotation.

Link Attendings and Residents to a specific rotation.

88


dent Tracking)

s an automated, centralized resident/attending physician evaluation the College of Medicine. CREST will allow the different Residency ation process, allowing Residents and Attendings to quickly evaluate each


vels, Locations, and Rotations.

ndings.

an existing Rotation.

nts to a specific rotation.

19

ysician evaluation ent Residency

quickly evaluate each

USF Health IS | 813.974.6288


Department Administrator

Course Description:

The Department Administrator course is designed to provide Administrative staff with the necessary information to access and navigate throughout PCIS

This course is mandatory for all current and new Admin

INTENDED AUDIENCE Department Administrators and SupervisorsProvider Administrative Assistants/SecretariesUSFPG Directors USFPG non-clinical Departments (i.e. Finance and Accounting, Managed Care)

ROLES/RIGHTS ON PCIS SECURITY ACCDept Administrators

COURSE LENGTH 3.5 Hours (8:30am – 12noon or 1pm



Navigate and identify the main components


Move through fields on a screen using the

Access and view:

o Invoice Inquiry detail.

o Dictionary information.

Access and print provider sched

88


r

is designed to provide Administrative staff with the necessary information S, view patient information and print system reports

t and new Administrative staff requiring access to PCIS

d Supervisorsnts/Secretaries

ts (i.e. Finance and Accounting, Managed Care)

ACCESS REQUEST FORM

r 1pm – 4:30pm)


components of the Web Framework.


n using the proper navigation techniques.

.

dules, patient ledgers and financial reports.

20

necessary information s.

CIS.

USF Health IS | 813.974.6288


Financial Specialists

Course Description:

The Financial Specialists course is designed to provide the Revenue Cycle Financial Specialists with the necessary information to view and edit patient registration aHealthcare / IDX Flowcast system. This training will also provide users with the necessary information to access and navigate throughout the system, as well as view patient information and other information.

This course is mandatory for all current and new Financial Specialists staff requiring access to the GE Healthcare / IDX Flowcast system. INTENDED AUDIENCE

RCO Financial Specialists

ROLES/RIGHTS ON PCIS SECURITY ACCESS Financial Specialist




Identify and utilize the main components of the


Add, edit and view patient registration demographic and insurance information

Access the Appointment Manager screen and add authorization information


Access and view Invoice Inquiry detail

Understand and utilize Financial Status Classifications (FSCs)

Perform batch maintenance activities

Understand and utilize collector status codes

Access various websites for referral, authoriz

Add General Comments to patient accounts

Verify and run eligibility through eCommerce.

88


gned to provide the Revenue Cycle Financial Specialists with the necessary egistration and insurance information in the web-based version of the GE s training will also provide users with the necessary information to access

m, as well as view patient information and other

t and new Financial Specialists staff requiring access to the GE Healthcare

ACCESS REQUEST FORM



mponents of the Web Framework screens.


stration demographic and insurance information.

ger screen and add authorization information.

ation.

y detail.

al Status Classifications (FSCs).

tivities.

r status codes.

erral, authorization and eligibility information.

ent accounts.

h eCommerce.

21

ists with the necessary ased version of the GE

y information to access her pertinent system

s to the GE Healthcare

USF Health IS | 813.974.6288


Front Desk

Course Description:

The Front Desk course is designed to provide Revenue Cycle Front Desk staff with the necessary update patient registration informationin the web-based version of the GE Healthcare / IDX Flowcastthe necessary information to access and navigate throughout the system, as well as view patient and other pertinent system information.

This course is mandatory for all current and new Front Desk staff rFlowcast system. INTENDED AUDIENCE

RCO Front Desk staff

ROLES/RIGHTS ON PICS SECURITY ACCESS REQUFront desk Staff

COURSE LENGTH 2 Days; 1 day class room instruction; 1 day in “live” environment





View and edit patient registration


Access and utilize the Appointment Manager screen

View patient appointments through the Appointment Manager screen

Arrive patient appointments upon patient check

Schedule follow-up patient appointments

Post a co-payment.

Enter charges through TES Charge Entry upon patient check

Balance cash drawer, reconcile batch and perform other batch maintenance activities

88


provide Revenue Cycle Front Desk staff with the necessary n, arrive patient appointments, and perform patient Check Out activities althcare / IDX Flowcast system. This training will also provide users with

and navigate throughout the system, as well as view patient and other

nt and new Front Desk staff requiring access to the GE Healthcare / IDX

ACCESS REQUEST FORM

ction; 1 day in “live” environment





on/demographic and insurance/FSC information.

ation.

ment Manager screen.

ough the Appointment Manager screen.

pon patient check-in.

pointments.

rge Entry upon patient check-out.

batch and perform other batch maintenance activities

22

cessary information to nt Check Out activities also provide users with iew patient and other

e GE Healthcare / IDX

ties.

USF Health IS | 813.974.6288


Information Services Help Desk Training

Course Description:

The purpose of this course is to provide information about performing tasks in relation to USF Health software. The trainee will learn what software USF Health utilizes, and how to maintain and walk away with knowledge that will help prepare them for the majority of calls regarding USF Health software.

INTENDED AUDIENCE IS Help Desk New Hires

COURSE LENGTH New Employees: 4 Hours (8:30am


Reset and unlock accounts in TWScan

Control session in Citrix using Management Console

Understand the usage of printers in the clinical setting

Unlock notes and accounts in PCIS

Correct the printer queue errors and session limits

88


Desk Training

e information about performing tasks in relation to USF Health software. USF Health utilizes, and how to maintain and control it. The trainee will lp prepare them for the majority of calls regarding USF Health software.

s

urs (8:30am – 12:30pm)


WScan.

Management Console.

ers in the clinical setting.

CIS.

rs and session limits.

23

o USF Health software. rol it. The trainee will USF Health software.

USF Health IS | 813.974.6288


Information Technology Overview

Course Description:

The purpose of this course is to familiarize all newly hired employees of USF Health with a basic overview of the information technology (IT) infrastructure and to the correct network, lock and log off the workstation, add printers, save documents, as well as use Microsoft Outlook. This course will also cover simple troubleemployees. INTENDED AUDIENCE

New Employees

COURSE LENGTH 1.5 hours


Contact the Information Systems Help Desk

Log onto the network and navigate

Add or change your default printer

Recognize and use the network and personal drives

Navigate Microsoft Outlook: email, calendar, task and contact

Access work email via the internet

Perform basic trouble-shooting techniques

88


verview

rize all newly hired employees of USF Health with a basic overview of the ure and software utilized. Participants will be instructed on how to log in f the workstation, add printers, save documents, as well as use Microsoft

mple trouble-shooting techniques for more common IT problems faced by


ms Help Desk.

gate through Windows.

nter.

k and personal drives.

mail, calendar, task and contact.

net.

g techniques.

24

a basic overview of the ucted on how to log in s well as use Microsoft n IT problems faced by

USF Health IS | 813.974.6288


Medical Records

Course Description:

The Medical Records course provides Mthe Chart Tracking module in PCIS.appointments, updating patient information and Clinical Desktop.

This course is mandatory for all Medical Records staff requiring access

INTENDED AUDIENCE Medical Records staff

ROLES/RIGHTS ON PICS SECURITY ACCESS REQUMedical Records Staff






Access the Chart Tracking module through the Web Framework

View chart location and pending requests

Request a chart.

Delete a chart request.

Perform chart batching activities

Transfer a chart with or without a pendin

Identify components of the Task List screen

View and edit tasks.

Process and delegate a task.

Overview and concept of scheduling patients and follow up appointment

View pertinent information located on the clinical Desk Top

Update patient’s demographics.

88


Medical Records staff with the necessary information to access and utilize This course also includes an overview of Scheduling, Follow

ation and Clinical Desktop.

l Records staff requiring access PCIS.

ACCESS REQUEST FORM





ule through the Web Framework.

g requests.

es.

t a pending request.

sk List screen.

duling patients and follow up appointment.

ated on the clinical Desk Top.

s.

25

on to access and utilize cheduling, Follow- up

USF Health IS | 813.974.6288


Microsoft Office Suite Classes

COURSE LENGTH

90 minutes

Microsoft Outlook 2007

Outlook is a personal information Manager from Microsoft mainly used as an email application. This application also includes a Calendar, Task Manager, Contact Manager, note taking and a journal. Learn how to reply, forward, open, save and create messages. and set Calendar options. In addition, le

Microsoft Excel 2007

Excel is Microsoft’s spreadsheet-application. Topics include overvdocument appearance, formulas and printing documents.

Migrating from 2003 to 2007 Class

Microsoft PowerPoint 2007

Microsoft PowerPoint is used to create presentations through slides. Topics include starting aworking with slide text, layout, order and format, adding tables, charts and diagrams and enhancing slides with graphics.


Microsoft Word 2007

Word is Microsoft’s word processing software creating, editing and formatting documents, working with smart art and tables to present information and utilizing templates, clipart, shapes and word art to create professional documents.


A’LA CARTE CLASSES

Design Flyers

Customize Forms

These are not Microsoft Office Certified Training courses

88


sses

ager from Microsoft mainly used as an email application. This application ger, Contact Manager, note taking and a journal. Learn how to reply, ges. Through Calendar learn how to schedule appointments, add holidays earn to create, edit and delete a contact in Contact Manager

ation. Topics include overview of excel, setting up a workbook, changing rinting documents.

lass

presentations through slides. Topics include starting aand format, adding tables, charts and diagrams and enhancing slides with

lass

software that is used to create and share Documents. Topics include ments, working with smart art and tables to present information and word art to create professional documents.

lass

fied Training courses

26

cation. This application . Learn how to reply, intments, add holidays Manager.

a workbook, changing

ng a new presentation, enhancing slides with

ments. Topics include esent information and

USF Health IS | 813.974.6288


Payment Posting

Course Description:

The Payment Posting training course is designed to provide the Revenue Cycle Payment Posting staff with the necessary information to enter and post patient payments, insurance payments, post refunds and balance batches in the web-based version of the GE Heusers with the necessary information to access and navigate throughout the system, as well as view patient and other pertinent system information.

This course is mandatory for all current andIDX Flowcast system. INTENDED AUDIENCE

RCO Payment Posting staff

ROLES/RIGHTS ON PICS SECURITY ACCESS REQUPayment Posters






View and edit patient registration information

Create payment posting batches

Post self-pay / patient and insurance payments

Correct payments posted in error

Post a refund.

Balance and reconcile payment posting batches and other batch maintenance activities

View/add financial comments.


Print patient ledgers, statements and claims

88


s designed to provide the Revenue Cycle Payment Posting staff with the post patient payments, insurance payments, post refunds and balance he GE Healthcare / IDX Flowcast system. This training will also provide o access and navigate throughout the system, as well as view patient and

t and new Payment Posting staff requiring access to the GE Healthcare /

ACCESS REQUEST FORM





on information.

es.

rance payments.

ror.

t posting batches and other batch maintenance activities

y detail.

ts and claims.

27

Posting staff with the t refunds and balance ining will also provide ell as view patient and

to the GE Healthcare /

vities.

USF Health IS | 813.974.6288


PCIS Overview

Course Description:

The PCIS Overview course is designed to provide users within USF Health a general understanding of the PCIS system from registration of new patients through the entire patient experience. For a great behind the scene look at the PCIS system, this is the course for you.

INTENDED AUDIENCE Anyone who would like a better understanding of the PCIS system used at USF Health


OBJECTIVES Upon completion of this class, participants will have the answers to:

What is PCIS?

What are the processes involved in PCIS?

Why does USF Health use PCIS?

88


to provide users within USF Health a general understanding of the PCIS nts through the entire patient experience. For a great behind the scene rse for you.

r understanding of the PCIS system used at USF Health

ants will have the answers to:

ed in PCIS?

?

28

erstanding of the PCIS great behind the scene

alth

USF Health IS | 813.974.6288


Registration

Course Description:

This course provides the Pre-Arrival Registration staff with the necessary throughout the Web Framework, enter and edit patient regispatient appointments in PCIS.

This course is mandatory for all current and new pre

INTENDED AUDIENCE Pre-Arrival Registration Staff Clinical Department Registration Staff

ROLES/RIGHTS ON PCIS SECURITY ACCESS REQURegistration Staff






Register new patients.


Utilize the duplicate patient checker feature

Enter primary and secondary insurance information utilizing the appropriate Financial Status Classifications.

Activate and deactivate patients

Update and edit the appointment data form

88


Registration staff with the necessary skills to access and navigate ter and edit patient registration and insurance information

t and new pre-arrival registration staff requiring access

on Staff

ACCESS REQUEST FORM





on information.

ecker feature.

nsurance information utilizing the appropriate Financial Status

ts.

ent data form.

29

access and navigate nformation, and view

ess PCIS.

cial Status

USF Health IS | 813.974.6288


Schedulers

Course Description:

This course provides Scheduling staff withinsurance information. This course will also cover scheduling appointments including cancelling and rescheduling appointments, overbooking appointments, adding time to a provider schedul

This course is mandatory for all current and new Scheduling staff requiring access to

INTENDED AUDIENCE Telephone Schedulers

ROLES/RIGHTS ON PCIS SECURITY ACCESS REQUScheduler/ Call Center

COURSE LENGTH 2 days (8:30am – 4:30pm)




Access the Patient Services screen and view patient informa

Enter, view and edit patient demographic information

Enter insurance information utilizing the correct Financial Status Classification

Create, edit and view patient appointments

Cancel and reschedule existing patient appointments

Understand the components of a provider’s schedule

Link patient appointments.

Access and update the bump list and wait list

Identify components of the Call Process Screens

Complete and task the Call Process Form to a nurse team or provider

Process Task Request and reassign to appropriate team or provider

88


with the necessary skills to register and update patient demographics and will also cover scheduling appointments including cancelling and

ng appointments, adding time to a provider schedul

t and new Scheduling staff requiring access to PCIS.

ACCESS REQUEST FORM





mographic information.

ilizing the correct Financial Status Classification.

ppointments.

patient appointments.

f a provider’s schedule.

st and wait list.

l Process Screens.

cess Form to a nurse team or provider.

sign to appropriate team or provider.

30

ent demographics and uding cancelling and e, etc.

USF Health IS | 813.974.6288


SharePoint - Contributor

Course Description

SharePoint is an intranet that is developed specifically for each department in order to manage the volume of information that can be shared within their department or visitors visiting their site. the HSC network can access SharePoint.

INTENDED AUDIENCE Anyone with Contributor access to a USF health



Navigate SharePoint.

Add, Edit, and delete items from lists

Add, edit, and delete items from Document libraries

Utilize the Advanced search.

88


ped specifically for each department in order to manage the volume of their department or visitors visiting their site. Only those who are part of t.

s to a USF health SharePoint Site


m lists.

m Document libraries.

31

nage the volume of those who are part of

USF Health IS | 813.974.6288


SharePoint – Full Control

Course Description

SharePoint is an intranet that is developed specifically for each department in order to manage the volume of information that can be shared within their department or visitors of the HSC network can access SharePoint.

INTENDED AUDIENCE Anyone with Full Control access to a USF health

COURSE LENGTH 2 hours


Navigate SharePoint.

Create new libraries, lists and websites.

Add, update, and remove web parts.

Add, Edit, and delete items from lists

Add, edit, and delete items from Document libraries

Utilize the Advanced search.

Manage Site Settings.

Manage Site Permissions.

88


ped specifically for each department in order to manage the volume of their department or visitors accessing their site. Only those who are part oint.

s to a USF health SharePoint Site


websites.

parts.

m lists.

m Document libraries.

32

nage the volume of y those who are part

USF Health IS | 813.974.6288


TES Charge Entry & TES Workfiles

Course Description:

The Transaction Editing System (TES) Charge Entry & TES Workfile training course is designed to provide the Revenue Cycle Coding and Department Liaison Services (DLS) balance charge batches, access TES Workfiles and process TES edits in the webHealthcare / IDX Flowcast system. This training will also provide users with the necessary information to access and navigate throughout the system, as well as view patient and oth

This course is mandatory for all current and new Revenue Cycle Coding staff requiring access to the GE Healthcare / IDX Flowcast system. INTENDED AUDIENCE

Revenue Cycle Coding staff Revenue Cycle Department Liaison Department of Interdisciplinary Oncology (DIO) staff

ROLES/RIGHTS ON PCIS SECURITY ACCESS REQUCoders, TES Workfiles


OBJECTIVES Upon completion of this class, participants will be able





Create, balance and reconcile TES charge batches

Enter patient charges into the appropriate fields and screens

Access TES workfiles through the new Enterprise Task Manager (ETM)

Display TES workfile edit conditions

Edit TES workfile transactions.


88


orkfiles

Charge Entry & TES Workfile training course is designed to provide the t Liaison Services (DLS) with the necessary information to enter charges, Workfiles and process TES edits in the web-based version of the GE s training will also provide users with the necessary information to access s well as view patient and other pertinent system information.

rent and new Revenue Cycle Coding staff requiring access to the GE

ison Services (DLS) staff y Oncology (DIO) staff

ACCESS REQUEST FORM





on information.

TES charge batches.

appropriate fields and screens.

he new Enterprise Task Manager (ETM).

tions.

y detail.

33

esigned to provide the ation to enter charges, ed version of the GE

y information to access formation.

ring access to the GE

USF Health IS | 813.974.6288


Lyris List

Course Description

Lyris is a mailing list application sometimes used in USF Health. Lyris is used for mailing lists, in place of Outlook, when there are people maintained on the list with (Groups) can only have USF Health email addresses as part of the group, so when there is a list with mixed email addresses, an application like Lyris is utilized.

INTENDED AUDIENCE Any USF Health Faculty or Staff

COURSE LENGTH Approximately 1 Hour

ROLES/RIGHTS

A Lyris List must initially be established by Networking personnel in USF Health IS before user can begin to populate it. The department spokesperson should request establishment of a Lyris List through a service ticket. If a prospective user needs training on the use of Lyris, request that on a Training Request.


Add, edit, and subtract members from the list.

Build a message inside of Lyris f

Optionally set a future date for the message to be sent which will automatically trigger a mailing on that date.

Track mailings.

Review automatic rejections due to the email address no longer being valid or of some other tecreason.

88


mes used in USF Health. Lyris is used for mailing lists, in place of Outlook, the list with email addresses other than USF Health addresses. Outlook ail addresses as part of the group, so when there is a list with mixed email ilized.

f

ablished by Networking personnel in USF Health IS before user can begin t spokesperson should request establishment of a Lyris List through a user needs training on the use of Lyris, request that on a Training


rs from the list.

for distribution to the list.

the message to be sent which will automatically trigger a mailing on that

ue to the email address no longer being valid or of some other tec

34

ts, in place of Outlook, addresses. Outlook

a list with mixed email

before user can begin yris List through a

t on a Training

gger a mailing on that

ome other technical

USF Health IS | 813.974.6288


Checkbox Survey

Course Description

Checkbox is an application that provides a structured method to build and implement surveys. USFbulk license for this product, meaning that any member of USF Health may legally use this todoing business for USF Health. The training, usually conducted onemaintain, and report the findings of a survey created in Checkbox.

INTENDED AUDIENCE USF Health Faculty, Staff, or Students who need to use a survey in the course of their USF Health

businesss. COURSE LENGTH

Up to 2 Hours depending on user’s prior experience in building surveys.

ROLES/RIGHTS All users will need a Checkbox account, Checkbox.


Build a survey using Radio Buttons, Drop Down List, Checkboxes, a Matrix, single or multiple line text, and CAPTCHA.

Edit an existing survey.

Report on the results of a survey through Checkbox, or export the data to Excel or SPSS.

Invite respondents to take a survey through Checkbox, email, or as a link from a web page.

View and personalize the Provider Schedule.

Scoring a survey (if the student intends to use Checkbox for testing purposes).

Uploading images into a survey.

88


es a structured method to build and implement surveys. USFhat any member of USF Health may legally use this toning, usually conducted one-on-one, will prepare the user to build, urvey created in Checkbox.

udents who need to use a survey in the course of their USF Health

ser’s prior experience in building surveys.

account, created by the staff of ID&T upon request, in order to access


ons, Drop Down List, Checkboxes, a Matrix, single or multiple line text,

ey through Checkbox, or export the data to Excel or SPSS.

rvey through Checkbox, email, or as a link from a web page.

der Schedule.

intends to use Checkbox for testing purposes).

y.

35

veys. USF Health has a tool in the course of

he user to build,

heir USF Health

in order to access

or multiple line text,

SPSS.

eb page.