table of contents - pivot of contents adt ... includes: med techs, hematology techs, chemistry...

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Table of Contents ADT PATIENT ACCESS .................................................................................................................... 14

INCLUDES: Pre Encounter Representatives, Registration Specialists, Patient Services Representatives, Patient Access Bed Coordinators, Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers .......................................................... 14

CADENCE CENTRAL SCHEDULER- HOSPITAL CENTRAL SCHEDULING ........................ 14

INCLUDES: Central Schedulers .................................................................................................... 14

ADT ADMISSION SUPERVISOR ..................................................................................................... 15

INCLUDES: Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers ........................................................................................................................................... 15

EMERGENCY REGISTRAR .............................................................................................................. 15

INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, Patient Access Site Managers and Supervisors, and MLHC Urgent Care Registrar ............................................................................................................................................ 15

ADT HOSPITAL INFO DESK- HOSPITAL OUTPATIENT ........................................................... 16

INCLUDES: Registration Specialists, Administrative Assistants (in hospital outpatient department), Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers ........................................................................................................................................... 16

LABOR AND DELIVERY SCHEDULER .......................................................................................... 16

INCLUDES: Registration Specialists, Pre-Processing Center Maternity Specialists, Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers .............. 16

ADT AUTH / CERT STAFF - FINANCIAL COUNSELOR AND AUTH / CERT ........................ 16

INCLUDES: Pre Encounter Representatives, Financial Counselors, and Financial Counselor Supervisors .................................................................................................................... 16

ADT BED PLANNING ......................................................................................................................... 17

INCLUDES: Patient Access Bed Coordinators, Nursing Bed Coordinators, Nursing Supervisors ....................................................................................................................................... 17

ADT EVS MANAGER ......................................................................................................................... 17

INCLUDES: Environmental Services Director/Managers, Environmental Services Supervisors, and Environmental Services Team Leaders ......................................................... 17

ADT EVS USER ................................................................................................................................... 17

INCLUDES: Environmental Services Director/Manager, Environmental Services Supervisor, Environmental Services Team Leader, Environmental Care Associates, And Environmental Services Assistant. ................................................................................................ 17

ADT TRANSPORT MANAGER ......................................................................................................... 18

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INCLUDES: Transport Director/Managers, Transport Supervisors, Customer Service Center Supervisors, Transport Team Leaders. ........................................................................... 18

ADT TRANSPORT USER AT RIDDLE ............................................................................................ 18

INCLUDES: Transport Director/Managers, Transport Supervisors, Transporters, Patient Support Techs ................................................................................................................................... 18

ADT TRANSPORT USER AT BRYN MAWR, PAOLI AND LANKENAU .................................. 18

INCLUDES: Transporters .............................................................................................................. 18

REG TRANSFER CENTER STAFF .................................................................................................. 18

INCLUDES: Transfer Center Managers, Transfer Center Nurses .......................................... 19

ESSENTIALS FOR REGISTRATION- PB ....................................................................................... 19

INCLUDES: Central Business Office for Professional Billing .................................................. 19

ESSENTIALS FOR REGISTRATION- HB ...................................................................................... 19

INCLUDES: Hospital Biller ............................................................................................................. 19

Hospital Billing ....................................................... 19

HB BILLER- ACCOUNT BILLERS AND CLAIMS BILLERS ...................................................... 19

INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR ..................................................................................................................................................... 19

HB BILLER MANAGER ..................................................................................................................... 20

INCLUDES: Managers / Supervisors Billing / AR ........................................................................... 20

HB INSURANCE FOLLOW-UP ......................................................................................................... 20

INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR ..................................................................................................................................................... 20

HB INSURANCE FOLLOW-UP MANAGER ................................................................................... 20

INCLUDES: Managers / Supervisors Billing / AR ....................................................................... 20

HB CASHIER- INSURANCE PAYMENT POSTING ...................................................................... 21

INCLUDES: Payment processors, payment analysts, managers / supervisors Billing / AR 21

HB CASHIER- INSURANCE PAYMENT POSTING MANAGER ................................................ 21

INCLUDES: Payment Poster Managers / Supervisors .............................................................. 21

HB BILLER- RESEARCH BILLER ................................................................................................... 21

INCLUDES: TBD ............................................................................................................................. 21

HB CLINICAL MANAGEMENT / CMUM ......................................................................................... 22

INCLUDES: Revenue Integrity ...................................................................................................... 22

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Professional Billing ................................................ 22

PB CHARGE ENTRY (I.E. NURSING HOME) ................................................................................ 22

INCLUDES: Practice and CBO staff who enter charges from outside Places of Service .... 22

PB CHARGE REVIEW (CHARGE ENTRY) .................................................................................... 22

INCLUDES: Practice Charge Reviewers, Practice Managers, Billing Rep. MLHC-CBO, CBO- Billing/AR Representatives ................................................................................................................. 22

PB CHARGE REVIEW- CODING ..................................................................................................... 22

INCLUDES: Professional Coders and Professional Coding Manager ........................................ 23

PB CHARGE CAPTURE SUPERVISOR ......................................................................................... 23

INCLUDES: Clinic Managers, Practice Managers, Professional Coding Manager, Electronic Data Interface Analyst, Billing AR Manager, MLHC System Analysts, Accounting Managers. ............................................................................................................................................................ 23

PB CLAIMS........................................................................................................................................... 23

INCLUDES: CBO Billing/Accounts Receivable Representative, Front Office Claim Review Staff, Billing Reps. MLHC- CBO, Billing Manager, Practice Managers, Professional Coders, Professional Coding Manager. ....................................................................................................... 23

PB REMITTANCE ................................................................................................................................ 23

INCLUDES: Cash Analysts, Credit Balance Analyst, Payment Processors, Payment Posting Manager .............................................................................................................................. 23

PB INSURANCE PAYMENT POSTER ............................................................................................ 24

INCLUDES: Payment Processors, Cash Analysts, Credit Balance Analyst, Electronic Data Interface Analyst, Lead Billing Representative- MLHC, Billing AR Manager, MLHC System Analysts, Accounting Manager, and Cash Supervisor. .............................................................. 24

PB INSURANCE PAYMENT POSTING SUPERVISOR ............................................................... 24

INCLUDES: Electronic Data Interface Analyst, Lead Billing Rep MLHC, Billing AR Manager, MLHC System Analysts, Accounting Managers, Cash Supervisor. ....................... 24

PB INSURANCE FOLLOW-UP ......................................................................................................... 24

INCLUDES: Collections Analysts, Professional Coders, Electronic Data Interface Analyst, Lead Billing/ AR Rep, Billing AR Manager, MLHC System Analysts, Accounting Managers, Collections Supervisor, Practice Managers, Professional Coding Manager, SBO- Managers, SBO-Patient Credits Supervisor, SBO- Self Pay and Customer Service Supervisor, SBO- Customer Service Representatives, SBO- Patient Credit Balance Resolution Specialists. ..... 25

PB INSURANCE FOLLOW-UP SUPERVISOR .............................................................................. 25

INCLUDES: Lead Billing/AR Representative, Billing AR Manager, MLHC System Analysts, Accounting Managers, Collections Supervisors, Electronic Data Interface Analyst, Professional Coding Manager, Practice Managers, SBO- Managers, SBO- Patient Credits Supervisor, SBO- Self-Pay and Customer Service Supervisor................................................. 25

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PB CREDIT ANALYST- INSURANCE ............................................................................................. 25

INCLUDES: Credit balance analyst, Payment processors, Electronic Data Interface Analyst, Lead Billing Rep MLHC, Billing AR Manager, MLHC System Analysts, Accounting Managers, and Cash Supervisor. .................................................................................................. 25

PB CREDIT ANALYST- INSURANCE SUPERVISOR .................................................................. 25

INCLUDES: Cash Supervisors, Accounting Managers, Electronic Data Interface Analysts, Lead Billing Rep MLHC, Billing/AR manager, MLHC System Analysts ................................... 26

Single Billing Office (SBO) .................................... 26

SBO PAYMENT POSTING- GUARANTOR .................................................................................... 26

INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager ............................................................................................................................................. 26

SBO CUSTOMER SERVICE ............................................................................................................. 26


SBO CUSTOMER SERVICE- REGISTRATION, RTE, FINANCIAL ASSISTANCE AND PRINT ESTIMATES ............................................................................................................................. 27


SBO CUSTOMER SERVICE AND SELF-PAY FOLLOW-UP SUPERVISOR .......................... 27

INCLUDES: Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager ................................................................................................................................... 27

SBO SELF-PAY- CREDIT SPECIALIST ......................................................................................... 27


Cardiology ............................................................... 28

CV NON-INVASIVE SCHEDULER / FRONT DESK ...................................................................... 28

INCLUDES: Medical Secretaries, Cardiology Central Schedulers .......................................... 28

CV INVASIVE NURSE- RIDDLE CATH / INERVENTIONAL RADIOLOGY .............................. 28

INCLUDES: All techs and nurses working specifically in the Riddle Medical Center Cath / IR department ................................................................................................................................... 28

CV NON-INVASIVE NURSE .............................................................................................................. 28

INCLUDES: Nurses who assist with DSE, Nuclear Stress Tests and TEE ................................ 28

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CV NON-INVASIVE TECHNOLOGIST ............................................................................................ 29

INCLUDES: Cardiac Sonographers, Echo Technicians, CV Technician II, EKG Techs, Non-Invasive CV Technician, Lead Cardiac Sonographer, Team Leaders, Nuclear Medicine Technicians, Vascular Technicians ............................................................................................... 29

CV NON-INVASIVE MANAGER / ASSISTANT MANAGER ........................................................ 29

INCLUDES: Managers, Department Coordinators, Leads ........................................................ 29

CV INVASIVE LAB SCHEDULER- FRONT DESK ........................................................................ 30

INCLUDES: Medical Secretaries, Unit Coordinators, Charge Nurses .................................... 30

CV INVASIVE STAFF- TECHNOLOGIST ....................................................................................... 30

INCLUDES: Cardiovascular Technologists ................................................................................. 30

CV INVASIVE NURSE ........................................................................................................................ 30

INCLUDES: Invasive Charge Nurse for EP & Cath Lab, Invasive Nurses ............................. 30

CV INVASIVE NURSE- CHARGE ENTRY ...................................................................................... 31

INCLUDES: Charge Entry Staff ..................................................................................................... 31

CV REGISTRY ABSTRACTOR ........................................................................................................ 31

INCLUDES: Registry abstractors .................................................................................................. 31

CV INVASIVE LAB MANAGER / ASSISTANT MANAGER ......................................................... 31

INCLUDES: Cardiac Cath Lab Assistant Nurse Managers, Invasive Nurse Managers, Leads .................................................................................................................................................. 31

Anatomical Pathology ........................................... 33

LAB PATHOLOGY CYTOTECH- CYTOTECHNOLOGIST ........................................................... 33

INCLUDES: AP Lab Managers, Cytotechnologist, Sr. Cytotechnologist and CYTO Lab Technicians ....................................................................................................................................... 33

LAB PATHOLOGY HISTOTECHNician ............................................................................................ 34

INCLUDES: Histotechnician, Histotechnician Manager ............................................................. 34

LAB PATHOLOGY GROSS ASSISTANT ........................................................................................ 34

INCLUDES: Gross Assistant, AP Processor, PA / Lab Assistant ........................................... 34

LAB PATHOLOGY TRANSCRIPTIONIST- ADMINISTRATIVE ASSISTANT ............................ 35

INCLUDES: Administrative Assistants ........................................................................................ 35

Clinical Pathology .................................................. 35

LAB CLIENT SERVICES- CLIENT/CUSTOMER SERVICE REPRESENTATIVE .................... 35

INCLUDES: Client representatives, customer services representatives ................................. 35

LAB TECH- MEDICAL TECHNOLOGIST ........................................................................................ 36

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INCLUDES: Med Techs, hematology techs, Chemistry Techs, med tech MANAGERS ...... 36

LAB TECH- MICROBIOLOGY TECHNOLOGIST ........................................................................... 37

INCLUDES: Microbiology Techs and microbiology MANAGERS ............................................. 37

LAB PHLEBOTOMIST ......................................................................................................................... 38

INCLUDES: phlebotomists and Phlebotomist MANAGERS ...................................................... 38

LAB CP LABASSIST- LAB PROCESSOR ....................................................................................... 38

INCLUDES: lab processors, Genetics techs, lab front desk personnel and staff responsible for transcribing lab orders and registering and receiving specimens ....................................... 38

LAB SUPERVISOR / MANAGER – CP ............................................................................................ 39

INCLUDES: Lab Managers and Lab Supervisors ....................................................................... 39

LAB BLOOD BANKER- BLOOD BANK PROCESSORS ............................................................... 39

INCLUDES: BLOOD BANK PROCESSORS............................................................................... 39

Emergency Department ......................................... 40

EMERGENCY DEPARTMENT NURSE ........................................................................................... 40

INCLUDES: ED Nurses, ED LPNs, ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators............................................................................................................ 40

EMERGENCY DEPARTMENT TECHNICIAN ................................................................................ 40

INCLUDES: ED Techs, ED Nurse Externs .................................................................................. 40

Note: Ed Techs that also work as a unit secretary must also schedule Epic 2017 ED Unit Secretary ............................................................................................................ 40

EMERGENCY DEPARTMENT CLERK- UNIT SECRETARY ...................................................... 41

INCLUDES: ED Unit Secretaries, ED Techs (that fulfill the role of Unit Secretary) .............. 41

EMERGENCY REGISTRAR .............................................................................................................. 41

INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, and Patient Access Site Managers and Supervisors ................................................ 41

EMERGENCY DEPARTMENT MANAGER .................................................................................... 41

INCLUDES: ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators ...................................................................................................................................... 41

Urgent Care ............................................................. 42

URGENT CARE MEDICAL ASSISSTANT ...................................................................................... 42

INCLUDES: Urgent Care Medical Assistants, Urgent Care Clinical Leads ............................ 42

URGENT CARE NURSE- NEXTCARE NURSE ............................................................................. 42

INCLUDES: NEXTCARE NURSES .............................................................................................. 42

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Health Information Management .......................... 43

HIM ROI CLERK .................................................................................................................................. 43

INCLUDES: ROI Clerks .................................................................................................................. 43

HIM ROI STAFF- RELEASING OUTSIDE OF HIM ....................................................................... 44

INCLUDES: Anybody not in HIM releasing records ................................................................... 44

HIM DEFICIENCY ANALYST ............................................................................................................ 44

INCLUDES: Deficiency Analysts ................................................................................................... 44

HIM PRIVACY OFFICER .................................................................................................................... 44

INCLUDES: Privacy Officer ............................................................................................................ 44

HIM CDI- CLINICAL DOCUMENTATION IMPLEMENTATION SPECIALIST .......................... 45

INCLUDES: CDI Specialist ............................................................................................................. 45

HIM CODER- SIMPLE VISIT CODING (SVC) ................................................................................ 45

INCLUDES: Revenue Integrity Specialist .................................................................................... 45

HIM CODER .......................................................................................................................................... 45

INCLUDES: IP Coders, Rehab Coders, OP Coders and ED Coders ...................................... 45

HIM DATA INTEGRITY TECH ........................................................................................................... 46

INCLUDES: Data Integrity Specialists .......................................................................................... 46

HIM TRANSCRIPTIONIST ................................................................................................................. 47

INCLUDES: Transcriptionist ........................................................................................................... 47

HIM CENTRALIZED SCANNER ....................................................................................................... 47

INCLUDES: HIM, MA, Billing ......................................................................................................... 47

Infection Control ..................................................... 48

INFECTION CONTROL ADMINISTRATOR .................................................................................... 48

INCLUDES: Infection Preventionists, Lead Infection Preventionists, Director of Infection Prevention ......................................................................................................................................... 48

ABSTRACTOR ................................................................................................................................. 48

INCLUDES: Infection Prevention Abstractor ......................................................................... 48

Inpatient Clinical Documentation ......................... 48

INPATIENT NURSE ............................................................................................................................ 48

INCLUDES: Nurse (Med Surg. Nurse, Intensive Care Nurse, Pediatric Nurse, Neonatal Intensive Care Nurse, TCC Nurse, Post-Partum OB Nurse), Nurse Manager, Administrative Coordinators, Nursing Supervisors, Clinical Educators, Patient Care Facilitators, Patient Safety Specialists ............................................................................................................................. 48

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INPATIENT NURSE MANAGER ....................................................................................................... 49

INCLUDES: Nurse Manager, Clinical/Administrative Coordinators, and Nursing Supervisors ............................................................................................................................................................ 49

INPATIENT NURSE- REHAB ............................................................................................................ 49

INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Rehab setting ........................................................................................ 49

INPATIENT NURSE- BEHAVORIAL HEALTH .............................................................................. 50

INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Behavioral Health setting .................................................................... 50

INPATIENT ADVANCED- ANCILLARY NURSE / CLINICIAN .................................................... 51

INCLUDES: Wound Care Nurse, IV Team Nurse, Diabetes Nurse Educator, Infection Preventionists, Dialysis nurse, Student nurse instructors, Tobacco Cessation Nurse .......... 51

NUTRITION - DIETITIAN .................................................................................................................... 51

INCLUDES: Dietitian ....................................................................................................................... 51

PATIENT CARE TECHNICIAN INPATIENT ................................................................................... 51

INCLUDES: Acute Care, Longer Term Care and Rehab Patient Care Tech, Obstetrics Tech, Obstetrics PCT and Certified Nursing Assistants............................................................. 51

INPATIENT QUALITY ASSURANCE .............................................................................................. 52

INCLUDES: Abstractors, Managers, Patient Care Facilitators ................................................. 52

RESPIRATORY CARE PRACTITIONER ........................................................................................ 52

INCLUDES: Respiratory Care Coordinators, Supervisors, Directors, Therapists ................. 52

THERAPIST .......................................................................................................................................... 52

INCLUDES: Acute Care, Longer Term Care and Rehab. OT/PT/SLP (Inpatient & Ambulatory) ....................................................................................................................................... 52

INPATIENT COORDINATOR- UNIT SECRETARY ....................................................................... 53

INCLUDES: Inpatient Acute Care, Longer Term Care Unit Secretaries and Rehab Unit Coordinators ...................................................................................................................................... 53

CLINICAL DOCUMENTATION- VIEW ONLY ................................................................................ 53

INCLUDES: QI Data Analysts, Therapy Aides, Research Associates, DVACO Care Coordinators and Analysts, Diet Clerks, and Radiation Therapy Physicists ........................... 53

CASE MANAGER- CLINICAL CARE COORDINATION .............................................................. 53

INCLUDES: Care Coordinators, Social Workers ........................................................................ 53

LTC MDS COORDINATOR ............................................................................................................... 54

INCLUDES: Long Term Care MDS Coordinators, Nurse Managers, Coordinators and Administrators ................................................................................................................................... 54

LTC ACTIVITIES COORDINATOR- SPIRTUAL CARE- ART THERAPY ................................. 54

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INCLUDES: Chaplains, Spiritual Care Associates, Clinical Pastoral Educators, Art Therapists, Music Therapists, Activities Coordinators ................................................................ 54

CLINICAL LIAISON- BRYN MAWR REHAB .................................................................................. 54

INCLUDES: Bryn Mawr Rehab Clinical Liaisons, Bryn Mawr Rehab Patient Access Staff . 54

IP THERAPY ANCILLARY- BRYN MAWR REHAB WHEEL CHAIR TECH ............................ 55

INCLUDES: Bryn Mawr Rehab Wheel Chair Technician .......................................................... 55

CASE MANAGER- BRYN MAWR REHAB ..................................................................................... 55

INCLUDES: Bryn Mawr Rehab Care Managers ......................................................................... 55

PPS COORDINATOR- BRYN MAWR REHAB .............................................................................. 55

INCLUDES: Bryn Mawr Rehab Care Managers ......................................................................... 55

SLEEP LAB TECHNOLOGIST ......................................................................................................... 56

INCLUDES: Sleep Lab Technologists .......................................................................................... 56

NEUROLOGY TECHNOLOGIST- NEURODIAGNOSTICS.......................................................... 56

INCLUDES: Neurodiagnostic Technologists ............................................................................... 56

CARDIOLOGY TECHNOLOGIST ..................................................................................................... 56

INCLUDES: ECG Technologists ................................................................................................... 56

PULMONARY TECHNOLOGIST ...................................................................................................... 56

INCLUDES: Pulmonary Function Lab Technologists ................................................................. 56

Stork Labor and Delivery ...................................... 56

OBSTETRICS INPATIENT NURSE.................................................................................................. 57

INCLUDES: L & D Nurses, Nurse Managers, Administrative Coordinators, Clinical Educators........................................................................................................................................... 57

OBSTETRICS UNIT CLERK ............................................................................................................. 57

INCLUDES: L & D Unit Secretaries .............................................................................................. 57

OBSTETRICS LACTATION CONSULTANT .................................................................................. 57

INCLUDES: Lactation Consultants ............................................................................................... 57

EpicCare Ambulatory............................................. 58

CLINIC NURSE .................................................................................................................................... 58

INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse ................................................................................................................................ 58

OBSTETRICS OUTPATIENT NURSE ............................................................................................. 58

Includes: OB Nurse, OB Medical Assistant ................................................................................ 58

AMBULATORY CLINIC MANAGER ................................................................................................ 58

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INCLUDES: Ambulatory Clinic Managers .................................................................................... 58

HIM DEFICIENCY ANALYST- CLINIC ............................................................................................ 59

INCLUDES: Deficiency Analysts ................................................................................................... 59

PERINATAL TESTING CENTER ...................................................................................................... 59

INCLUDES: PTC nurses ................................................................................................................. 59

CARDIAC / PULMONARY ................................................................................................................. 59

INCLUDES: Cardiac / Pulmonary Rehab Nurses ....................................................................... 59

CLINIC NURSE - WOUND NURSE .................................................................................................. 59

INCLUDES: Wound Nurses ........................................................................................................... 59

ANCILLARY AUDIOLOGIST ............................................................................................................. 60

INCLUDES: Audiologist .................................................................................................................. 60

DIABETES MANAGMENT ................................................................................................................. 60

INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Dieticians ............................................................................................................................................................ 60

CARE MANAGEMENT ....................................................................................................................... 60

INCLUDES: Ambulatory Care Managers ..................................................................................... 60

SOCIAL WORK .................................................................................................................................... 61

INCLUDES: Social Workers ........................................................................................................... 61

Ophthalmology ................................................................................................................................... 61

INCLUDES: Ophthalmology Technicians..................................................................................... 61

PSYCHOLOGIST ................................................................................................................................. 61

INCLUDES: Psychologist ............................................................................................................... 61

Oncology ................................................................. 62

BEACON OUTPATIENT NURSE ...................................................................................................... 62

INCLUDES: Outpatient Chemotherapy Infusion Nurse ............................................................. 62

BEACON INPATIENT NURSE .......................................................................................................... 62

INCLUDES: Inpatient Nurses on an Oncology unit .................................................................... 62

CLINIC NURSE- RADIATION ONCOLOGY ................................................................................... 62

INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse ................................................................................................................................ 62

BEACON NURSE NAVIGATOR ....................................................................................................... 63

INCLUDES: Nurse Navigators, Oncology Social Worker, Oncology Dietician, Music Therapist, Art Therapist ................................................................................................................... 63

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WILLOW INPATIENT PHARMACIST .............................................................................................. 63

INCLUDES: Pharmacists ................................................................................................................ 63

INTEGRATED RESEARCH COORDINATOR ................................................................................ 63

INCLUDES: Oncology/Cardiology Research coordinator ......................................................... 63

BEACON TUMOR REGISTRAR ....................................................................................................... 64

INCLUDES: Tumor Registrar ......................................................................................................... 64

Triage ....................................................................... 64

MLH AMB NON-CLINICAL SUPPORT- FRONT DESK STAFF ................................................. 64

INCLUDES: Front Desk staff for Triage Nurse ............................................................................ 64

CLINIC NURSE- TRIAGE ................................................................................................................... 64

INCLUDES: Triage Nurse ............................................................................................................... 64

Transplant ............................................................... 64

PHOENIX TRANSPLANT COORDINATOR ................................................................................... 64

INCLUDES: Transplant coordinator, transplant super user ...................................................... 64

PHOENIX CLINIC ASSISTANT- TRANSPLANT CARE TEAM .................................................. 65

INCLUDES: Social worker .............................................................................................................. 65

Outpatient Scheduling and Registration ............ 65

CANDENCE CENTRAL SCHEDULER- REGISTRATION & SCHEDULING STAFF .............. 65

INCLUDES: Front Desk Staff for physician practices and Central Schedulers .................... 65

MLHC MA SCHEDULING AND REGISTRATION ......................................................................... 66

INCLUDES: MLHC Medical Assistants ....................................................................................... 66

Pharmacy ................................................................ 67

WILLOW INPATIENT PHARMACIST .............................................................................................. 67

INCLUDES: Staff Pharmacists, Clinical Pharmacists, Per Diem Pharmacists, Pharmacy System Administrators, Pharmacy Residents, Pharmacy Clinical Coordinators, Inpatient Pharmacy Coordinators, Pharmacy managers, Pharmacy Directors ...................................... 67

WILLOW INPATIENT PHARMACY MANAGEMENT ................................................................... 68

INCLUDES: Pharmacy Director, Pharmacy Managers, Inpatient Coordinators .................... 68

WILLOW INPATIENT PHARMACY TECHNICIAN ........................................................................ 68

INCLUDES: Pharmacy Technicians, Per Diem Pharmacy Technicians, Pharmacy Technician Supervisors, Pharmacy Inventory Control Coordinators ....................................... 68

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Radiology ................................................................ 68

RADIOLOGY TECHNOLOGIST – NON-INVASIVE ...................................................................... 69

INCLUDES: All non-invasive technologists / Tech Aids except Breast Imaging area .......... 69

RADIOLOGY TECHNOLOGIST - INVASIVE ................................................................................. 69

INCLUDES: All invasive technologists / Tech Aids except Breast Imaging area .................. 69

RADIOLOGY BREAST IMAGING COORDINATOR ..................................................................... 69

INCLUDES: Breast Imaging Coordinators ................................................................................... 69

RADIOLOGY BREAST IMAGING TECHNOLOGIST ................................................................... 69

INCLUDES: Breast Imaging Technologists and Tech Aids ....................................................... 69

RADIOLOGY FRONT DESK- INTERVENTIONAL RADIOLOGY COORDINATOR ............... 70

INCLUDES: Interventional Radiology Coordinators ................................................................... 70

RADIOLOGY NURSE ......................................................................................................................... 70

INCLUDES: Nurses working in Radiology areas ........................................................................ 70

RADIOLOGY MANAGER ................................................................................................................... 70

INCLUDES: Directors, Managers and Supervisors in Radiology Areas ................................. 70

Surgical Services ................................................... 71

OPTIME SCHEDULER- SURGERY ................................................................................................. 71

INCLUDES: OR Managers, Charge Nurses, Unit Secretaries, Schedulers .......................... 71

OPTIME CHARGE POST ................................................................................................................... 71

INCLUDES: OR Charge Posters, OR Managers, Charge Nurses, Unit Secretaries ............ 71

OPTIME MANAGER ........................................................................................................................... 71

INCLUDES: OR Directors, OR Managers .................................................................................... 71

OPTIME PREFERENCE CARD BUILDER ..................................................................................... 71

INCLUDES: Preference Card Builders ......................................................................................... 71

OPTIME PAT NURSE ......................................................................................................................... 72

INCLUDES: PAT RN’s, PAT NP’s ................................................................................................. 72

PRE-OP/PHASE II NURSE ................................................................................................................ 72

INCLUDES: Pre-Op and Discharge Nurses ................................................................................ 72

OPTIME INTRA-OP NURSE .............................................................................................................. 72

INCLUDES: Intra-Op Nurses ......................................................................................................... 72

RECOVERY NURSE- PACU ............................................................................................................. 73

INCLUDES: Recovery Room Nurses ........................................................................................... 73

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OPTIME GI NURSE- ENDOSCOPY ................................................................................................. 73

INCLUDES: Endoscopy Nurses .................................................................................................... 73

OPTIME PERFUSIONIST ................................................................................................................... 74

INCLUDES: Perfusionists, Perfusion Charge Posters .............................................................. 74

Access and Registration

ADT PATIENT ACCESS INCLUDES: Pre Encounter Representatives, Registration Specialists, Patient Services Representatives, Patient Access Bed Coordinators, Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers

Epic 2017 Patient Access 100

Course Length: 8 hours

In this course, you will learn how to: • Pre-admit and admit patients for elective

inpatient and outpatient procedures • Assign a hospital billing account for new and

existing patients • Update outdated guarantor and coverage

information • Add secondary coverage • Manage events in Epic

Prerequisite E-Learnings (1 hour 15 minutes)

• GEN006: Overview of Hyperspace for Revenue & Access Products

• ADT051: Overview of Patient Station • PRE051: Overview of Registration in a

Hospital Setting • RPT001: Overview of Reports & Reporting

Tools • PRE050: Overview of Workqueues for Access • PRE054: Overview of the Interactive Face

Sheet • ADT055: Overview of Event Management • EBL006: Balancing Your Case Drawer

CADENCE CENTRAL SCHEDULER- HOSPITAL CENTRAL SCHEDULING INCLUDES: Central Schedulers

Epic 2017 Hospital Schegistration 100


In this course you will learn how to:

• Look up patient records • Enter patient demographics • Create a new patient in the system • Enter guarantor accounts and coverage • Register & schedule a simple patient

appointment

Prerequisite E-Learnings (2 hours)

• GEN006: Overview of Hyperspace for Revenue and Access Products

• CAD050: Overview of the Appointment Desk • CAD052: Overview of Making an Appointment • CAD060: Interpreting Provider Schedules • CAD053: Overview of the Snapboard • PRE054: Overview of the Interactive Face

Sheet • PRE051: Overview of Registration in a

Hospital Setting • PRE050: Overview of Workqueues for Access • CAD051: Overview of the Department

Appointments Report • CAD008: Report Setup • MYC001: Overview of MyChart Patient Portal

- Recommended • MYC007: Handling Appointments from

MyChart - Recommended

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• RFL001: Using Referrals In Epic - Recommended

ADT ADMISSION SUPERVISOR INCLUDES: Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers

Epic 2017 Admission Supervisor 100


In this course, you will learn how to:

• Update outdated guarantor and coverage information

• Manage patient events • Correct registration related claim

edits/errors including subscriber, policy ID format

• Work registration related denials • Report on registration and census data

Prerequisite E Learnings (1 hour 45 minutes)



Hospital Setting • PRE052: Overview of Registration in an

Outpatient Setting • RPT001: Overview of Reports & Reporting


Sheet • ADT055: Overview of Event Management • EBL006: Balancing Your Case Drawer • EBL010: Managing the Case Drawer

Prerequisite Courses

• Epic 2017 Patient Access 100

EMERGENCY REGISTRAR INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, Patient Access Site Managers and Supervisors, and MLHC Urgent Care Registrar Epic 2017 ED Registrar 100



• Arrive and register new and existing patients in the ED

• Update guarantor accounts and coverage information

• Mark a patient for merge, and anonymous patients

• Understand the ED Trackboard and a patient workqueue




Hospital Setting • PRE050: Overview of Workqueues for Access • PRE054: Overview of the Interactive Face

Sheet • EBL006: Balancing Your Case Drawer • ED001: Overview of Hyperspace for ASAP

Users • ED012: Arrival and Patient Search

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ADT HOSPITAL INFO DESK- HOSPITAL OUTPATIENT INCLUDES: Registration Specialists, Administrative Assistants (in hospital outpatient department), Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers Epic 2017 Hospital Outpatient 100


In this course, you will learn to:

• Schedule, register and check in an appointment

• Make a simple appointment • Register and schedule a walk in services

(i.e. lab, non scheduled radiology) recurring appointment series

• Upgrade a HOV to an admission • Update outdated guarantor and coverage

information





Outpatient Clinic Setting • PRE050: Overview of Workqueues for Access • PRE054: Overview of Interactive Face Sheet • EBL006: Balancing Your Case Drawer • CAD050: Overview of Appointment Desk • CAD051: Overview of a Department

Appointment Report • CAD052: Overview of Making an Appointment Prerequisite Courses (8 hours)

• Patient Access 100

LABOR AND DELIVERY SCHEDULER INCLUDES: Registration Specialists, Pre-Processing Center Maternity Specialists, Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers

Epic 2017 L & D Registrar 100



• Search for a new and/or existing patient. • Arrive a patient to L & D • Admit and discharge a patient • Correct coverage information




Hospital Setting • RPT001: Overview of Reports & Reporting


Sheet • ADT055: Overview of Event Management • EBL006: Balancing Your Case Drawer • OBO50: Overview of the L&D Manager • OB001: Overview of the L&D Grease Board

ADT AUTH / CERT STAFF - FINANCIAL COUNSELOR AND AUTH / CERT INCLUDES: Pre Encounter Representatives, Financial Counselors, and Financial Counselor Supervisors Epic 2017 Financial Counselor & Auth Cert 100


Prerequisite E-Learnings (1 hour)

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• Update guarantor & coverage information • Identify patients that qualify for financial

assistance • Collect and verify benefit information • Enter authorization information and patient

estimates




Outpatient Clinic Setting • PRE050: Overview of Workqueues for Access • PRE054: Overview of the Interactive Face

Sheet • ADT003: Collecting Authorization &

Certification • PRE056: Overview of Benefit Collection

ADT BED PLANNING INCLUDES: Patient Access Bed Coordinators, Nursing Bed Coordinators, Nursing Supervisors

Epic 2017 Bed Planner 100



• Create a reservation for a patient • Assign a bed • Manage bed requests • Analyze hospital occupancy data



• ADT051: Overview of Patient Station • RPT001: Overview of Reports & Reporting

Tools • ADT055: Overview of Event Management • ADT057: Overview of Bed Planning • ADT061: Overview of the Unit Manager

ADT EVS MANAGER INCLUDES: Environmental Services Director/Managers, Environmental Services Supervisors, and Environmental Services Team Leaders

Epic 2017 EVS Manager 100



• Utilize the EVS Command Center regarding bed cleaning, breaks & lunches

• Complete and assign patient and non-patient tasks

• Reports in Hyperspace

Prerequisite E-Learnings (30 minutes)


• ADT019: Cleaning Beds • ADT020: Managing EVS

ADT EVS USER INCLUDES: Environmental Services Director/Manager, Environmental Services Supervisor, Environmental Services Team Leader, Environmental Care Associates, And Environmental Services Assistant.

Epic 2017 EVS 100


In this course, you learn how to:



• ADT019: Cleaning Beds

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• Sign into IVR and how it translates to Hyperspace

• Mark room cleaning as in-progress, complete or on hold

• Take and return from break and lunch ADT TRANSPORT MANAGER INCLUDES: Transport Director/Managers, Transport Supervisors, Customer Service Center Supervisors, Transport Team Leaders.

Epic 2017 Transport Manager 100



• Utilize the Transport Command Center including transport status of acknowledge, in progress, delay, and complete transport request

• How to create a task, and a non patient transport request

• Run transport reports



• ADT021: Transport Patient & Non-Patient • ADT022: Managing Transport

ADT TRANSPORT USER AT RIDDLE INCLUDES: Transport Director/Managers, Transport Supervisors, Transporters, Patient Support Techs

Epic 2017 Transport 101


In this course, you will learn:

• The transport process in Epic using Rover IPhone

• The status of transport requests of acknowledge, in progress, delay, and complete transport request

• Changing the status of a request

Prerequisite E Learnings (30 minutes)


• ADT021: Transport Patient & Non-Patient

ADT TRANSPORT USER AT BRYN MAWR, PAOLI AND LANKENAU INCLUDES: Transporters

Epic 2017 Transport 102

Course Length: 1 hour


• Sign in and out of Hyperspace



• ADT021: Transport Patient & Non-Patient

REG TRANSFER CENTER STAFF

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INCLUDES: Transfer Center Managers, Transfer Center Nurses Epic 2017 Transfer Center 100

Course Length:

New module currently in process of creation

Prerequisite E-Learning

ESSENTIALS FOR REGISTRATION- PB INCLUDES: Central Business Office for Professional Billing

Epic 2017 Registration Basics



• Log in and out • Look up patient records • Enter patient demographics • Enter guarantor accounts and coverage • Update registration

Prerequisite E-Learnings 35 Minutes


• PRE054: Overview of the Interactive Face Sheet

• PRE052: Overview of Registration in a Clinic Setting

• RTE600- Overview of Real Time Eligibility Queries

ESSENTIALS FOR REGISTRATION- HB INCLUDES: Hospital Biller

Epic 2017 Registration Basics



• Log in and out • Look up patient records • Enter patient demographics • Enter guarantor accounts and coverage • Update registration

Prerequisite E-Learnings 35 Minutes


• PRE054: Overview of the Interactive Face Sheet


• RTE600- Overview of Real Time Eligibility Queries

Hospital Billing HB BILLER- ACCOUNT BILLERS AND CLAIMS BILLERS INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR Epic 2017 RHB Biller 100 (Accounts & Claims)



• Prepare accounts for billing • Resolve coverage-related DNB’s • Combine accounts • Take action on late charges • Fix advanced DNB checks and stop bills • Perform claim edits in Epic • Address claims in a workqueue • Resolve UB code claim errors • Correct claims line errors


• RHB003: Overview of the Revenue Cycle • GEN006: Overview of Hyperspace for

Revenue and Access Products • PRE051: Overview of Registration in a

Hospital Setting • RHB022: Account Maintenance for Billers • RHB004: Overview of Account Workqueues • RHB005: Overview of Claim Edit Workqueues • RHB006: Overview of Account Activities • RHB016: Overview of Charge Review

Workqueues

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• Correct clearinghouse errors • Fix DNB checks and stop bills • Work claim edit workqueues

• RHB007: Explanation of Account Errors and Flags

• SBO001: Introducing Single Billing Office • SBO004: Overview of the Revenue Cycle for

Single Billing Office HB BILLER MANAGER INCLUDES: Managers / Supervisors Billing / AR Epic 2017 RHB Billing Manager 100

Course length: 3 hours


• Use the dashboard • Run reports • Analyze basic key metrics found on the

dashboard • Analyze user productivity • Run reports to identify account and bucket

information • Analyze and customize account and bucket

reports

Prerequisite E-Learning (8 Minutes)

• RPT005: Run and manage Reports

Prerequisite Courses (7 Hours)

• Epic 2017 RHB Biller 100

HB INSURANCE FOLLOW-UP INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR

Epic 2017 RHB Insurance Follow-up 100



• Work denials • Follow up on outstanding claims • Work variances • Initiate refunds



• RHB003: Resolute Hospital Billing Revenue Cycle Overview

• PRE051: Overview of Registration in a Hospital Setting

• RHB004: Overview of Account Workqueues • RHB006: Overview of Account Activities • RHB007: Explanation of Account Errors and

Flags • RHB009: Overview of Account Follow-Up

Records • RHB042: Account Maintenance for Insurance

Follow-Up • SBO001: Introducing Single Billing Office • SBO004: Overview of the Revenue Cycle for

Single Billing Office HB INSURANCE FOLLOW-UP MANAGER INCLUDES: Managers / Supervisors Billing / AR

Epic 2017 RHB Insurance Follow-Up Manager 100


Prerequisite E-Learning (8 minutes)

• RPT005: Run and manage Reports Prerequisite Courses (4 hours)

21


• Reviewing adjustments • Use the dashboard • Analyze user productivity • Run reports to identify bucket and denial

information

• Epic 2017 RHB Insurance Follow-up 100

HB CASHIER- INSURANCE PAYMENT POSTING INCLUDES: Payment processors, payment analysts, managers / supervisors Billing / AR

Epic 2017 RHB Insurance Payment Poster 100



• Post insurance payments • Process electronic remittance • Open a batch and post payments • Process a batch • Process a clean remittance • Handle processing errors • Post advanced insurance payments



Revenue and Access Products • PRE051: Overview of Registration in a

Hospital Setting • RHB022: Account Maintenance for Billers • RHB033: Correcting E-Remit Processing

Errors • RHB030: Posting Insurance Payments • RHB004: Overview of Account Workqueues • RHB006: Overview of Account Activities • RHB007: Overview of Account Errors and

Flags • SBO001: Introducing Single Billing Office • SBO004: Overview of the Revenue Cycle for

Single Billing Office • SBO007: Overview of Guarantor Account

Maintenance for SBO HB CASHIER- INSURANCE PAYMENT POSTING MANAGER INCLUDES: Payment Poster Managers / Supervisors

Epic 2017 RHB HB Payment Poster Manager



• Use the dashboard • Analyze key metrics found on the

dashboard • Analyze user productivity • Run reports to monitor cash drawer totals

and payment batches

Prerequisite E-Learning

• RPT005: Run and manage Reports

Prerequisite Courses (4 Hours)

• Epic 2017 RHB Insurance Payment Poster 100

HB BILLER- RESEARCH BILLER INCLUDES: TBD

Epic 2017 Research Biller 100





Revenue and Access Products

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• Review research accounts • Review research charges

• RHB022: Account Maintenance for Billers • RHB004: Overview of Account Workqueues • RHB006: Overview of Billing Activities • RHB007: Overview of Account Errors and

Flags • RSCHB080: Overview of the Research Billing

Activity HB CLINICAL MANAGEMENT / CMUM INCLUDES: Revenue Integrity

Epic 2017 Clinical Department Manager 100



• Identify charge sources • Enter and review charges • Identify potential revenue • Monitor department revenue



• RHB014: Overview of Enterprise Encounter Charge Reconciliation Report

• RHB003: Overview of the Revenue Cycle • RHB006: Overview of Billing Activities • RHB090: Overview of Account Maintenance

for Clinical Department Managers

Professional Billing PB CHARGE ENTRY (I.E. NURSING HOME) INCLUDES: Practice and CBO staff who enter charges from outside Places of Service

Epic 2017 PB Manual Charge Entry 100 and 200


In this course you will learn: • Charge Ticket Basics • Entering Information from charge Tickets

• Entering Charges from an outside place of Service



• SBO001: Introduction to Single Billing Office Concepts

• PRE052: Overview of Registration in an Outpatient Clinic Setting

• RPB002: Introduction to Account Maintenance • RPT005: Run and Manage Reports

PB CHARGE REVIEW (CHARGE ENTRY) INCLUDES: Practice Charge Reviewers, Practice Managers, Billing Rep. MLHC-CBO, CBO- Billing/AR Representatives

Epic 2017 PB Charge Review 100 and 200


In this course, you will learn how to: • Reviewing and Correcting Charge Errors

Prerequisite E-Learning (39 minutes) • GEN006: Overview of Hyperspace for

Revenue and Access Products • SBO001: Introduction to Single Billing Office

Concepts • PRE052: Overview of Registration in an

Outpatient Clinic Setting • RPB002: Introduction to Account Maintenance • RPB052: Overview of Charge Review Tools

PB CHARGE REVIEW- CODING

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INCLUDES: Professional Coders and Professional Coding Manager Epic 2017 PB Charge Review Coding 100 and 200


In this course, you will learn how to: • Reviewing and Correcting Charge Errors • Reviewing Charges for Coding Accuracy

Prerequisite E-Learning (39 minutes) • GEN006: Overview of Hyperspace for

Revenue and Access Products • SBO001: Introduction to Single Billing Office

Concepts • PRE052: Overview of Registration in an

Outpatient Clinic Setting • RPB002: Introduction to Account Maintenance • RPB052: Overview of Charge Review Tools

PB CHARGE CAPTURE SUPERVISOR INCLUDES: Clinic Managers, Practice Managers, Professional Coding Manager, Electronic Data Interface Analyst, Billing AR Manager, MLHC System Analysts, Accounting Managers.

Epic 2017 PB Charge Capture Supervisor 100



• Reviewing and Correcting Charge Errors-Supervisor

• Deleting charge session • Monitoring Charge Review • Reconcile inpatient professional charges


• RPT005 Run and Manage Reports

Prerequisites Courses (5 hours)

• Epic 2017 PB Manual Charge Entry 100 • Epic 2017 PB Manual Charge Entry 200 • Epic 2017 PB Charge Review 100 • Epic 2017 PB Charge Review 200

PB CLAIMS INCLUDES: CBO Billing/Accounts Receivable Representative, Front Office Claim Review Staff, Billing Reps. MLHC- CBO, Billing Manager, Practice Managers, Professional Coders, Professional Coding Manager.

Epic 2017 PB Claims 100 and 200



• How claims are checked for errors • How claims with errors are categorized • Where Epic stores claims with errors • How to fix claims with errors




• RPB054:Overview of Claims • RPB055: Overview of Claim Edit Workqueues

PB REMITTANCE INCLUDES: Cash Analysts, Credit Balance Analyst, Payment Processors, Payment Posting Manager

Epic 2017 PB Remittance 100, 101, 200 and 201



• Process remittance for checks that are loaded or unloaded



• SBO001: Introduction to Single Billing Office • RPB056: Overview of Electronic Remittance

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• Identify potential load errors and respond to those errors

• Identify and resolve a variety of remittance errors including potential duplicate payments, invalid invoice, missing matching charges and invalid payer errors

• Processing Remittance • Working Remittance Workqueues

PB INSURANCE PAYMENT POSTER INCLUDES: Payment Processors, Cash Analysts, Credit Balance Analyst, Electronic Data Interface Analyst, Lead Billing Representative- MLHC, Billing AR Manager, MLHC System Analysts, Accounting Manager, and Cash Supervisor.

Epic 2017 PB Insurance Payment Posting 100 and 200



• How to post recoupments • How to post denials • How to post payments from crossover

payers • Posting a payment • Overriding an Allowed Amount



• RPB057: Overview of Payment Posting • RPB051: Overview of Professional Billing

Revenue Cycle • PRE052: Overview of Registration in an

Outpatient Clinic Setting

PB INSURANCE PAYMENT POSTING SUPERVISOR INCLUDES: Electronic Data Interface Analyst, Lead Billing Rep MLHC, Billing AR Manager, MLHC System Analysts, Accounting Managers, Cash Supervisor.

Epic 2017 PB Payment Posting Supervisor 100



• Using the Deposit Tool • Creating cash Control Groups • Monitoring Payment Posting • Accessing the Enterprise Payment Posting

Batch Report • Running The Cash Drawer Closing

Summary Report • Running the Enterprise Weekly Cash

Control Groups


• RPT005: Run and Manage Reports Prerequisite Course (2.5 hours)

• Epic 2017 PB Insurance Payment Posting 100 and 200

PB INSURANCE FOLLOW-UP

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INCLUDES: Collections Analysts, Professional Coders, Electronic Data Interface Analyst, Lead Billing/ AR Rep, Billing AR Manager, MLHC System Analysts, Accounting Managers, Collections Supervisor, Practice Managers, Professional Coding Manager, SBO- Managers, SBO-Patient Credits Supervisor, SBO- Self Pay and Customer Service Supervisor, SBO- Customer Service Representatives, SBO- Patient Credit Balance Resolution Specialists.

Epic 2017 PB Insurance Follow-Up 100 and 200



• Following up on an outstanding claim • Resubmitting an outstanding claim • Resolving coding Denials • Resolving a Denial with NRP

• Reviewing Coverage Changes





• REV150: SmartTools for the Billing Office • RPB077: Overview of Follow-Up Work queues

PB INSURANCE FOLLOW-UP SUPERVISOR INCLUDES: Lead Billing/AR Representative, Billing AR Manager, MLHC System Analysts, Accounting Managers, Collections Supervisors, Electronic Data Interface Analyst, Professional Coding Manager, Practice Managers, SBO- Managers, SBO- Patient Credits Supervisor, SBO- Self-Pay and Customer Service Supervisor.

Epic 2017 PB Insurance Follow-Up Supervisor 100



• The different types of reporting data available

• How to monitor Insurance Accounts Receivable and the volume of records in Follow-Up Workqueues

• How to monitor end user productivity • How to track and manage denials


• RPT005: Run and Manage Reports Prerequisite Courses (3 hours)

• Epic 2017 PB Insurance Follow-Up 100 and 200

PB CREDIT ANALYST- INSURANCE INCLUDES: Credit balance analyst, Payment processors, Electronic Data Interface Analyst, Lead Billing Rep MLHC, Billing AR Manager, MLHC System Analysts, Accounting Managers, and Cash Supervisor.

Epic 2017 PB Insurance Credit Specialist 100 and 200



• Resolve insurance undistributed and over posted credits using credit workqueues

• Resolving duplicate payments





• RPB065: Overview of Credits PB CREDIT ANALYST- INSURANCE SUPERVISOR

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INCLUDES: Cash Supervisors, Accounting Managers, Electronic Data Interface Analysts, Lead Billing Rep MLHC, Billing/AR manager, MLHC System Analysts

Epic 2017 PB Credit Supervisor 100



• Review and act on refund requests made by credit specialists

• Use the dashboard and reports to monitor credit metrics and track productivity of users

Prerequisite E-Learning (8minutes)

• RPT005: Run and Manage Reports Prerequisite Courses (2 hours)

• Epic 2017 PB Insurance Credit Specialist 100 and 200

Single Billing Office (SBO) SBO PAYMENT POSTING- GUARANTOR INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager

Epic 2017 SBO Guarantor Payment Poster 100



• Post basic payments • Post advanced payments • Post guarantor payments


• RHB003: Resolute Hospital Billing Revenue Cycle Overview



• RHB022: Account Maintenance for Billers • RHB004: Overview of Account Workqueues • RHB006: Overview of Billing Activities • RHB007: Overview of Account Errors and

Flags • RHB031: Posting Guarantor Payments • SBO001: Introducing Single Billing Office • SBO007: Overview of Guarantor Account

Maintenance for SBO • SBO004: Overview of the Revenue Cycle for

Single Billing Office SBO CUSTOMER SERVICE INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager

Epic 2017 SBO Customer Service and Self-Pay Follow-Up 100



• Research balances and statement inquiries • Post adjustments • Create payment plans • Post payments over the phone • Update guarantor information • Explore account maintenance • Update coverage information





• SBO004: Overview of the Revenue Cycle for Single Billing Office

• SBO072: Account Maintenance for SBO Customer Service and Self-Pay Follow-Up

• RHB006: Overview of Account Activities

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• Term/delete coverages • Update guarantor information • Explore registration • Work with guarantors

• EBL060: Providing Patient Estimates–

SBO CUSTOMER SERVICE- REGISTRATION, RTE, FINANCIAL ASSISTANCE AND PRINT ESTIMATES INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager

Epic 2017 SBO: Registration, RTE, Financial Assistance and Print Estimates 100



• Update Registration information • Use Real Time Eligibility • Create a Financial Assistance Case • Print estimates

Prerequisite E-Learnings (1 hour 20 minutes) • GEN006: Overview of Hyperspace for

Revenue and Access Products • PRE052: Overview of Registration in an

Outpatient Clinic Setting • PRE051: Overview of Registration in a

Hospital Setting • SBO004: Overview of the Revenue Cycle for

Single Billing Office • SBO072: Account Maintenance for SBO

Customer Service and Self-Pay Follow-Up • RHB006: Overview of Account Activities

• EBL060: Providing Patient Estimates SBO CUSTOMER SERVICE AND SELF-PAY FOLLOW-UP SUPERVISOR INCLUDES: Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager

Epic 2017 SBO Customer Service and Self-Pay Supervisor 100



• Run reports using the dashboard • Analyze user productivity

Prerequisite Course (8 hours)

• Epic 2017 SBO Customer Service 100

SBO SELF-PAY- CREDIT SPECIALIST INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager

Epic 2017 SBO Self Pay Credit Specialist 100



• Distribute credit to an outstanding PB hospital account

• Distribute credit to an outstanding HB hospital account

• Partially distribute credit to HARs • Refund credit balances • Transfer credit balances • Distribute credit to an outstanding HAR


• Gen006: Overview of Hyperspace for Revenue and Access Products




• SBO004: Overview of the Revenue Cycle for Single Billing Office

• RPB065: Overview of Credits

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• RPT005: Run and Manage Reports

Cardiology CV NON-INVASIVE SCHEDULER / FRONT DESK INCLUDES: Medical Secretaries, Cardiology Central Schedulers

Epic 2017 Cupid Non-Invasive Scheduler/ Front Desk 100



• Enter, change, and cancel orders using Ancillary Orders

• Schedule, cancel, and reschedule appointments

• Check in patients


• CLNAMB001: Overview of Hyperspace • RAD051: Intro to Ancillary Ordering • CAR050: Report Settings

Prerequisite Courses for Non-Invasive Cardiology Central Schedulers: (12 Hours)

Cardiology Central Schedulers must attend the below classes first:

• Epic 2017 Schegistration 100 • Epic 2017 Schegistration 200

CV INVASIVE NURSE- RIDDLE CATH / INERVENTIONAL RADIOLOGY INCLUDES: All techs and nurses working specifically in the Riddle Medical Center Cath / IR department Epic 2017 Riddle Cath / IR Invasive Nurse 100



• Document phone call tracking • Document using the nurse navigator • Document using the nurse narrator • Document pre-procedure, intra-procedure,

and post-procedure

Prerequisites E-Learnings (43 minutes) • CLNAMB001: Overview of Hyperspace in an

Outpatient Setting • CAR050: Overview of Report Settings • RAD450: Overview of Charge Capture

Workflows • RAD053: Overview of the Narrator • RAD450: Overview of Charge Capture

Workflows

CV NON-INVASIVE NURSE INCLUDES: Nurses who assist with DSE, Nuclear Stress Tests and TEE

Epic 2017 Cupid Non-Invasive Nurse 100 & 200


In this course, you will:

• Complete nursing documentation for exams with and without sedation

• Document using a Narrator and Navigator • Practice completing nursing documentation

for non-invasive cardiology exams using Cardiology Navigator


• CLNAMB001: Overview of Hyperspace • CAR050: Report Settings • RAD053: Overview of the Narrator • CLN058: Overview of a Navigator

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CV NON-INVASIVE TECHNOLOGIST INCLUDES: Cardiac Sonographers, Echo Technicians, CV Technician II, EKG Techs, Non-Invasive CV Technician, Lead Cardiac Sonographer, Team Leaders, Nuclear Medicine Technicians, Vascular Technicians

Epic 2017 Cupid Non-Invasive Technologist 100 & 200



• Use Ancillary Orders to place, change, copy, and cancel orders.

• Find, begin, document, and end exams from the Tech worklist

• Use the Schedule Orders report • Begin and End exams from the Technologist

Work List. • Enter tech-recorded findings using Study

Review


• CLNAMB001: Overview of Hyperspace • RAD054: Overview of the Technologist Work

List • CAR050: Report Settings • RAD051: Intro to Ancillary Ordering • CLN058: Overview of a Navigator

CV NON-INVASIVE MANAGER / ASSISTANT MANAGER INCLUDES: Managers, Department Coordinators, Leads

Epic 2017 Cupid Non- Invasive Manager



• Correct errors in cardiology documentation • Use reporting tools to resolve and assign

unsigned imaging studies


• CLNAMB001: Overview of Hyperspace • RPT001: Overview of Reporting and

Reporting Tools • RPT005: Run and Manage Reports • RPT010: Modifying the Search Criteria of a

Report • RPT020: Create and Save a Private View • RAD056: Overview of the Manager

Dashboard • CAR050: Report Settings • CAR054: Overview of the Procedure Log

Additional Recommended Training It is recommended that managers and assistant managers have an understanding of the workflow of all the staff they manage. Therefore, it is recommended the managers attend the same training tracks as their staff.

Epic 2017 Cupid Non-Invasive Scheduler/ Front Desk 100



• Enter, change, and cancel orders using Ancillary Orders

• Schedule, cancel, and reschedule appointments

• Check in patients


• RAD052: Overview of the Front Desk Activity • RAD051: Intro to Ancillary Ordering

Epic 2017 Cupid Non-Invasive Nurse 100 & 200




• RAD053: Overview of the Narrator • CLN058: Overview of a Navigator

30

• Complete nursing documentation for exams with and without sedation

Epic 2017 Cupid Non-Invasive Technologist 100 & 200



• Use Ancillary Orders to place, change, copy, and cancel orders

• How to find, begin, document, and end exams from the Tech worklist


• RAD054: Overview of the Technologist Work List

CV INVASIVE LAB SCHEDULER- FRONT DESK INCLUDES: Medical Secretaries, Unit Coordinators, Charge Nurses

Epic 2017 Cupid Invasive Scheduler/ Front Desk 100 & 200



• Use Case Entry to create a case request • Use the Snapboard to schedule cases • Cancel, reschedule, and edit cases • Use the Snapboard’s Resource Assignment

sidebar to assign resources to a case • Use Case Entry to edit and void cases


• CLNAMB001: Overview of Hyperspace • CAR052: Intro to Case Creation • CAR050: Report Settings Prerequisite Courses (12 Hours) Invasive Cardiology Central Schedulers should take the below two classes first:

• Epic 2017 Schegistration 100 • Epic 2017 Schegistration 200

CV INVASIVE STAFF- TECHNOLOGIST INCLUDES: Cardiovascular Technologists

Epic 2017 Cupid Invasive Technologist 100 & 200



• Use the Status Board to determine a patient’s location

• Document events in a procedural area • Document medication administration • Use the Procedure Log to document intra-

procedure events

Prerequisite E-Learning (28 minutes) • CLNAMB001: Overview of Hyperspace • CAR054: Overview of the Procedure Log • CAR050: Report Settings • CAR052: Intro to Case Creation

CV INVASIVE NURSE INCLUDES: Invasive Charge Nurse for EP & Cath Lab, Invasive Nurses

Epic 2017 Cupid Invasive Nurse 100




• CLNAMB001: Overview of Hyperspace • CLN058: Overview of a Navigator

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• Document events in pre-procedure, and post procedure care

• Use the Status Board, Snapboard, Worklist, and MAR

Epic 2017 Cupid Invasive Nurse Lab 200


In this course, you will practice:

• Documenting pre-procedure calls using the Pre-Call Navigator

• Documenting pre-procedure care using the Pre-Procedure Navigator

• Using the Procedure Log to document intra-procedure events

• Documenting post-procedure care using the Post Procedure Navigator

• Documenting post-procedure calls using the Post Call Navigator

Prerequisite Courses (8 hours)

• Epic 2017 Cupid Invasive Nurse 100

CV INVASIVE NURSE- CHARGE ENTRY INCLUDES: Charge Entry Staff

Epic 2017 Cupid Invasive Charge Entry 100 & 200



• Review, enter, and modify charges for invasive procedures


• CLNAMB001: Overview of Hyperspace • CAR053: Overview of Invasive Charge Entry • CAR050: Overview of Report Settings

CV REGISTRY ABSTRACTOR INCLUDES: Registry abstractors

Epic 2017 Cupid Invasive Registry 100



• Find the needed information to complete the required forms for Registry submission

• Use the status Board

Prerequisite E-Learnings (15 minutes) • CLNAMB001: Overview of Hyperspace • CAR050: Report Settings

CV INVASIVE LAB MANAGER / ASSISTANT MANAGER INCLUDES: Cardiac Cath Lab Assistant Nurse Managers, Invasive Nurse Managers, Leads

Epic 2017 Cupid Invasive Manager 100



• Correct errors in cardiology documentation


• CLNAMB001: Overview of Hyperspace • RAD056: Overview of the Manager

Dashboard • CAR050: Report Settings • CAR052: Intro to Case Creation

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• Run various reports, including department statics, such as door to balloon reports

• Use reporting tools for resolving and assigning unsigned imaging studies

• CAR054: Overview of the Procedure Log • RPT001: Overview of Reporting and

Reporting Tools • RPT005: Run and Manage Reports • RPT010: Modifying the Search Criteria of a

Report Additional Recommended Training

It is recommended the managers attend the same training tracks as their staff to gain an understanding of all workflows.

Epic 2017 Cupid Invasive Scheduler/ Front Desk 100



• Use Case Entry to create a case request • Use the Snapboard to schedule cases • Cancel, reschedule, and edit cases

Epic 2017 Cupid Invasive Technologist 100



• Use the Status Board and how it reflects patient location

• Document events in a procedural area and medication administration

Epic 2017 Cupid Invasive Nurse 100



• Document events in pre-procedure, intra procedure, and post procedure care

• Use the Status Board, Snapboard, Worklist, and MAR

Epic 2017 Cupid Invasive Charge Entry 100 & 200



• Review, enter, and modify charges for invasive procedures

Epic 2017 Cupid Invasive Registry 100



• Find the needed information to complete the required forms for Registry submission

• Use the status Board

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Anatomical Pathology LAB PATHOLOGY CYTOTECH- CYTOTECHNOLOGIST INCLUDES: AP Lab Managers, Cytotechnologist, Sr. Cytotechnologist and CYTO Lab Technicians Epic 2017 APLAB Cytotechnologist and Lab Managers 100

Course Length: Part 1 = 6 hours

In this course you will learn how to

• Navigate in Beaker • Build/process a case • Register specimens from submitters • Package specimens to be sent to a

reference lab • Process cases on the case prep work list • Find information on a specimen/case • Enter results on a case • Review charges for a case • Run a report • Use the Follow up Work List


• MD100: Overview of Hyperspace • LAB151: Overview of Anatomic Pathology • LAB052: Documenting Pre Testing Tasks • LAB053: Navigating the Outstanding List • MDLAB153: Resulting and Signing Out a

Case • LAB056: Building a Case

Epic 2017 APLAB Cytotechnologist and Lab Managers 100


This course is a continuation of Part 1

Prerequisite Course (6 Hours) • Epic 2017 APLAB Cytotechnologist and Lab

Managers 100 Part 1

Epic 2017 APLAB Cytotechnologist and Lab Managers 200 / 300


In this course you will:

• Perform guided exercises • Customize report settings • Make your own Smart Phrases

Prerequisite Courses (11 Hours) • Epic 2017 APLAB Cytotechnologist and Lab

Managers 100 (Parts 1 & 2)

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LAB PATHOLOGY HISTOTECHNICIAN INCLUDES: Histotechnician, Histotechnician Manager Epic 2017 APLAB Histotechnician 100



• Navigate in Beaker • Build/process a case • Register specimens from submitters • Storing specimens • Package specimens to be sent to a

reference lab • Find information on a case • Run reports • Follow up on additional tasks


• MD100: Overview of Hyperspace • LAB151: Overview of Anatomic Pathology • LAB052: Documenting Pre Testing Tasks • LAB053: Navigating the Outstanding List • MDLAB153: Resulting and Signing Out a Case • LAB056: Building a Case

Epic 2017 APLAB Histotechnician 200 / 300


In this course you will: • Perform guided exercises • Customize report settings

Prerequisite Course (6 Hours) • Epic 2017 APLAB Histotechnician 100

LAB PATHOLOGY GROSS ASSISTANT INCLUDES: Gross Assistant, AP Processor, PA / Lab Assistant Epic 2017 APLAB PA/Lab Assistant 100



• Navigate in Beaker • Build a Case • Receive Cases • Use the Follow up Work List • Find information on a Case


• MD100: Overview of Hyperspace • LAB151: Overview of Beaker Anatomic

Pathology • LAB052: Documenting Pre Testing Tasks • LAB053: Navigating the Outstanding List • LAB054: Entering Results • LAB056: Building a Case

Epic 2017 APLAB PA/LAB Assistant 100


This course is a continuation of Part 1

Prerequisite Course (5 hours) • Epic 2017 APLAB PA/Lab Assistant 100 Part 1

Epic 2017 APLAB PA/LAB Assistant 200 / 300



• Perform guided exercises • Customize report settings

Prerequisite Course (9 Hours) • Epic APLAB PA/Lab Assistant 100 Parts 1 & 2

35

LAB PATHOLOGY TRANSCRIPTIONIST- ADMINISTRATIVE ASSISTANT INCLUDES: Administrative Assistants Epic 2017 APLAB Administrative Assistant 100



• Navigate in Beaker • Transcribe results on a case • Process a case with case tracking • Use the case prep work list • Follow up on additional tasks • Find information on cases • Find information on cases / specimens


• MD100: Overview of Hyperspace • LAB151: Overview of Anatomic Pathology • LAB053: Navigating the Outstanding List • MDLAB153: Resulting and Signing Out a Case • LAB056: Building a Case

Epic 2017 APLAB Administrative Assistant 100


This is a continuation of Part 1.

Prerequisite Course (6 Hours) • Epic 2017 APLAB Administrative Assistant 100

Part 1

Epic 2017 APLAB Administrative Assistant 200 / 300




Prerequisite Courses (10 Hours) • Epic APLAB Administrative Assistants 200 / 300

(Parts 1 & 2)

Clinical Pathology LAB CLIENT SERVICES- CLIENT/CUSTOMER SERVICE REPRESENTATIVE INCLUDES: CLIENT REPRESENTATIVES, CUSTOMER SERVICES REPRESENTATIVES Epic 2017 CPLAB Client Services Representative 100

Class Length: 5 hours


• Navigate through hyperspace and become comfortable with Epic terminology

• Communicate critical results • Use In Basket • View reports • Schedule patients for labs • Find information on received specimens


• CLNINP001: Overview of Hyperspace for Inpatient Clinicians

• LAB150: Overview of Clinical Pathology

36

Epic 2017 CPLAB Client Services Representative 200



• Perform guided exercises


• Epic 2017 CPLAB Client Services Representative 100

LAB TECH- MEDICAL TECHNOLOGIST INCLUDES: MED TECHS, HEMATOLOGY TECHS, CHEMISTRY TECHS, MED TECH MANAGERS Epic 2017 CPLAB Medical Technologist 100




• Receive specimens into the lab • Package specimens to be sent to a

reference lab • Enter results on specimens • Look up information on specimens • Manually result labs by section • Use the Follow up Work List • Enter results • Generate reports • Performing QC • Store specimens



• LAB150: Overview of Clinical Pathology • LAB050: Collecting Specimens • LAB051: Receiving Specimens • LAB053: Navigate the Outstanding List • LAB054: Entering Results

Epic 2017 CPLAB Medical Technologist 100




• Epic 2017 CPLAB Medical Technologist 100 Part 1

Epic 2017 CPLAB Medical Technologist 200 / 300



• Perform guided exercises • Learn how to customize your report

settings


• Epic 2017 CPLAB Medical Technologist 100 (Parts 1 and 2)

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LAB TECH- MICROBIOLOGY TECHNOLOGIST INCLUDES: MICROBIOLOGY TECHS AND MICROBIOLOGY MANAGERS Epic 2017 CPLAB Microbiology Technologist 100



• Create and result batches • Perform microbiology quality control • Generate reports • Follow up on additional tasks • Result microbiology tests from the setup

bench and the result tree

Prerequisite E-Learnings (30 min)


• LAB150: Overview of Clinical Pathology • LAB051: Receiving Specimens • LAB053: Navigate the Outstanding List • LAB054: Entering Results • LAB052: Documenting Pre Testing Tasks

Epic 2017 CPLAB Microbiology Technologist 100



Prerequisite Course (6 hours) • Epic 2017 CPLAB Microbiology Technologist

100 Part 1

Epic 2017 CPLAB Microbiology Technologist 200 / 300



• Perform guided exercises • Learn how to customize your report

settings


• Epic 2017 CPLAB Microbiology Technologist 100 (Parts 1 and 2)

38

LAB PHLEBOTOMIST INCLUDES: PHLEBOTOMISTS AND PHLEBOTOMIST MANAGERS Epic 2017 CPLAB Phlebotomy 100 / 200




• Document specimen collection using a handheld device and in Beaker

• Package specimens to be sent to the lab • Look up information on a specimen • Specimen collection • Receiving specimen • Finding and storing specimens

At the end of this course you will perform guided exercises.

Prerequisite E-Learnings (30 min) • CAD 050: Overview of the Appt. Desk • CLNINP001: Overview of Hyperspace for

Inpatient Clinicians • LAB150: Overview of Clinical Pathology • LAB050: Collecting Specimens • LAB051: Receiving Specimens

LAB CP LABASSIST- LAB PROCESSOR INCLUDES: LAB PROCESSORS, GENETICS TECHS, LAB FRONT DESK PERSONNEL AND STAFF RESPONSIBLE FOR TRANSCRIBING LAB ORDERS AND REGISTERING AND RECEIVING SPECIMENS

Epic 2017 CPLAB Lab Processor 100




• Schedule and register patients • Receive specimen • Store specimens • Send specimens to reference labs • Follow up on additional tasks on a

specimen • Find additional information on a specimen



• LAB150: Overview of Clinical Pathology • LAB050: Collecting Specimens • LAB051: Receiving Specimens

Epic 2017 CPLAB Lab Processor 200 / 300



• Perform guided exercises


• Epic 2017 CPLAB Lab Processor 100

39

LAB SUPERVISOR / MANAGER – CP INCLUDES: LAB MANAGERS AND LAB SUPERVISORS Epic 2017 CPLAB Lab Supervisor / Manager 100




• Find information on a specimen • Follow up on additional tasks, • Run reports • Credit charges • Register and receive specimens • Store specimens • Send specimens to reference labs

Prerequisite E-Learnings (40 minutes) • CLNINP001: Overview of Hyperspace for

Inpatient Clinicians • LAB150: Overview of Clinical Pathology • LAB051: Receiving Specimens • LAB053: Navigate the Outstanding List • LAB054: Entering Results • LAB052: Documenting Pre Testing Tasks • LAB050: Collecting Specimens • LAB051: Overview of Receiving

Epic 2017 CPLAB Lab Supervisor / Manager 100


This course is a continuation of Part 1.


• Epic 2017 CPLAB Lab Supervisor / Manager 100 Part 1

Epic 2017 CPLAB Lab Supervisor / Manager 200 / 300





• Epic 2017 CPLAB Lab Supervisor / Manager 100 (Parts 1 & 2)

LAB BLOOD BANKER- BLOOD BANK PROCESSORS INCLUDES: BLOOD BANK PROCESSORS Epic 2017 CPLAB Blood Bank Processors 100


In this course, you will: learn how to:

• Navigate the Outstanding list • Receive specimens into Beaker • Use Patient Station to look up a patient • Find information using Specimen Inquiry • Package specimens to be sent to the lab



• LAB150: Overview of Clinical Pathology • LAB051: Receiving Specimens • LAB053: Navigate the Outstanding List

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Emergency Department EMERGENCY DEPARTMENT NURSE INCLUDES: ED Nurses, ED LPNs, ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators

Epic 2017 ED Nurse 100


In this course you learn how to:

• Track patients throughout their stay in the emergency department

• Arrive, room, and triage patients • Place protocol and verbal orders • Perform specimen collection • Acknowledge and complete orders and

tasks • Document patient care from arrival to

discharge, admission, or transfer • Chart medications and review the MAR

Prerequisite E-Learnings (1 hour, 20 minutes)

• ED001: Overview of Hyperspace for ASAP Users

• ED002: Overview of the ED Map • ED004: Signing In and Getting Up to Speed • ED151: Arrival to First Provider Evaluation • ED152: Post-Provider Evaluation to Discharge • ED005: Introduction to the ED Narrator • ED006: Patient Tracking • ED007: Overview of History/Home

Medications/Allergies • ED008: Shift Change • ED009: MAR/Medication Administration • ED012: Arrival and Patient Search • ED013: Clinical Information Review




• Document override pulls from Pyxis • Titrate IV Medications • Perform blood administration • Arrive anonymous patients • Document code, stroke, STEMI, sedation,

and trauma using specialty narrators


• ED019: Linking Override Pulls in the ED • ED305: Personalize Narrators • ED313: Find Patients You’ve Recently

Treated Prerequisite Course (8 hours)

• Epic 2017 ED Nurse 100

EMERGENCY DEPARTMENT TECHNICIAN INCLUDES: ED Techs, ED Nurse Externs Epic 2017 ED Tech 100




• Review patient information and orders • Perform specimen collection • Complete orders and tasks • Document patient care



• ED002: Overview of the ED Map • ED004: Signing In and Getting Up to Speed ( • ED005: Introduction to the ED Narrator • ED006: Patient Tracking • ED007: Overview of History/Home

Medications/Allergies • ED008: Shift Change • ED012: Arrival and Patient Search

Note: Ed Techs that also work as a unit secretary must also schedule Epic 2017 ED Unit Secretary

41

EMERGENCY DEPARTMENT CLERK- UNIT SECRETARY INCLUDES: ED Unit Secretaries, ED Techs (that fulfill the role of Unit Secretary)

Epic 2017 ED Unit Secretary 100




• Locate patient information • Hold beds for expected patients • Arrive and discharge patients • Document and request patient transport • Print patient forms • Track consult orders



• ED002: Overview of the ED Map • ED006: Patient Tracking • ED012: Arrival and Patient Search

EMERGENCY REGISTRAR INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, and Patient Access Site Managers and Supervisors Epic 2017 ED Registrar 100



• Arrive and register new and existing patients in the ED

• Update guarantor accounts and coverage information

• Mark a patient for merge, and anonymous patients

• Understand the ED Trackboard and a patient workqueue




Hospital Setting • PRE050: Overview of Workqueues for Access • PRE054: Overview of the Interactive Face

Sheet • PRE053: Overview of a Checklist • EBL006: Balancing Your Case Drawer • ED001: Overview of Hyperspace for ASAP

Users • ED012: Arrival and Patient Search

EMERGENCY DEPARTMENT MANAGER INCLUDES: ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators

Epic 2017 ED Manager 100



• Use Dashboards to track trends and monitor your department’s status and efficiency

• Run and customize ED reports. • Communicate critical information within the

department • Use In Basket to track follow-up care


• ED020: Using Reporting Workbench to Run Reports

• RCR101: Introduction to Radar Prerequisite Courses (12 hours)

• Epic 2017 ED Nurse 100 • Epic 2017 ED Nurse 200

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Urgent Care URGENT CARE MEDICAL ASSISSTANT INCLUDES: Urgent Care Medical Assistants, Urgent Care Clinical Leads Epic 2017 UC Medical Assistant 100



• Track patients throughout their stay in the urgent care center

• Arrive and room patients • Place protocol and verbal orders • Document point of care test results • Acknowledge and complete orders and tasks • Document patient care from arrival to

discharge or transfer • Chart medications and review the MAR



• ED002: Overview of the ED Map • ED004: Signing In and Getting Up to Speed • ED151: Arrival to First Provider Evaluation • ED152: Post-Provider Evaluation to Discharge • ED006: Patient Tracking • ED007: Overview of History/Home


Epic 2017 Single Level Scanning


In this course, you will learn how to: Scan documents into Epic using Media Manager

No Prerequisite E-Learning

URGENT CARE NURSE- NEXTCARE NURSE INCLUDES: NEXTCARE NURSES





• Arrive, room, and triage patients • Place protocol and verbal orders • Perform specimen collection • Acknowledge and complete orders and


discharge, admission, or transfer • Chart medications and review the MAR



• ED002: Overview of the ED Map • ED004: Signing In and Getting Up to Speed • ED151: Arrival to First Provider Evaluation • ED152: Post-Provider Evaluation to Discharge • ED005: Introduction to the ED Narrator • ED006: Patient Tracking • ED007: Overview of History/Home


43

Epic 2017 UC Medical Assistant 100



• Track patients throughout their stay in the urgent care center

• Arrive and room patients • Place protocol and verbal orders • Document point of care test results • Acknowledge and complete orders and


discharge or transfer • Chart medications and review the MAR



• ED002: Overview of the ED Map • ED004: Signing In and Getting Up to Speed • ED151: Arrival to First Provider Evaluation • ED152: Post-Provider Evaluation to Discharge • ED006: Patient Tracking • ED007: Overview of History/Home




In this course, you will learn how to: Scan documents into Epic using Media Manager


Health Information Management HIM ROI CLERK INCLUDES: ROI Clerks

Epic 2017 ROI Clerk 100 & 200



• Creating and fulfilling release requests for patient charts


• HIM005: Quick Disclosure • GEN006: Overview of Hyperspace for

Revenue/Access • HIM010A: Managing a Request • HIM010B: Payment Posting • HIM101: Accessing Worklists • RPT005: Run and Manage Reports • MD108: Overview of In Basket

Epic 2017 ROI Supervisor



• Use Epic's reporting tools • Create your own reports


• RPT001: Overview of Reporting and Reporting Tools

• RPT005: Run and Manage Reports • RPT010: Modifying the Search Criteria of a

Report • RPT020: Create and Save a Private View • RDR101: Introduction to Radar • RDR102: Personalize a Radar Dashboard

Prerequisite Courses: (8 hours)

• Epic 2017 ROI Clerk 100 • Epic 2017 ROI Clerk 200

44

HIM ROI STAFF- RELEASING OUTSIDE OF HIM INCLUDES: Anybody not in HIM releasing records

Epic 2017 Releasing outside HIM 100



• Create and fulfill release requests for patients within their department

Prerequisite E-Learnings (55 minutes) • HIM005: Quick Disclosure • GEN006: Overview of Hyperspace for

Revenue/Access • HIM010A: Managing a Request • HIM010B: Payment Posting • HIM101: Accessing Worklists • RPT005: Run and Manage Reports • MD108: Overview of In Basket

HIM DEFICIENCY ANALYST INCLUDES: Deficiency Analysts

Epic 2017 Deficiency Analyst 100 / 200



• Analyze documentation in the patient record • Create chart deficiency tracking

automatically • Monitor deficiencies for completion • Do initial analysis and concurrent analysis • Verify of notes content • Verify a patient’s chart • Provider physician support


• HIM012: Automatic Deficiency Creation and Initial Analysis

• GEN006: Overview of Hyperspace for Revenue/Access

• HIM101: Accessing Worklists • MD108: Overview of In Basket • RPT005: Run and Manage Reports

Epic 2017 Deficiency Analyst Manager



• Use Epic's reporting tools • Create your own reports




Report • RPT020: Create and Save a Private View • RDR101: Introduction to Radar • RDR102: Personalize a Radar Dashboard Prerequisite Courses (11 hours)

• Epic 2017 Deficiency Analyst 100 / 200 • Epic 2017 Medical Transcription 100

HIM PRIVACY OFFICER INCLUDES: Privacy Officer

Epic 2017 Privacy Officer



• Identify records in a setting where each record may have more than one type of ID



• IDN003: Explore the Chart Correction Workspace

45

• MD108: Overview of In Basket • RDR101: Introduction to Radar • RPT005: Run and Manage Reports

HIM CDI- CLINICAL DOCUMENTATION IMPLEMENTATION SPECIALIST INCLUDES: CDI Specialist

Epic 2017 CDI 100



• Navigate the EMR • Complete a CDI review • Send CDI queries

Prerequisite E-Learnings (50 minutes) • HIM050: Coding Query • GEN006: Overview of Hyperspace for

Revenue/Access • HIM101: Accessing Worklists • RDR101: Introduction to Radar • RPT005: Run and Manage Reports • MD108: Overview of In Basket

HIM CODER- SIMPLE VISIT CODING (SVC) INCLUDES: Revenue Integrity Specialist

Epic 2017 SVC Errors (separate from coder)


This course will teach you how to:

• Work SVC errors

Prerequisite E-Learning None

HIM CODER INCLUDES: IP Coders, Rehab Coders, OP Coders and ED Coders

Epic 2017 Coder 100



• Code and abstract in Epic • Use coding queries • Handle reoccurring charges

Prerequisite E-Learnings (1 hour 10 minute)

• HIM018: Coding an Account • GEN006: Overview of Hyperspace for

Revenue/Access • HIM050: Coding Query • HIM051: Exploring the Missing Doc Activity • HIM101: Access Worklists • RHB005: Overview of Claim Edit Workqueue • RDR101: Introduction to Radar • RPT005: Run and Manage Reports • MD108: Overview of In Basket

Epic2017 ED Coding 100



• Code and abstract in Epic • How to drop ED charges as well




46

Epic 2017 Rehab Coding 100



• Code and abstract in Epic




Epic 2017 Coding 200



• How to identify missing documentation • Communication workflows

Prerequisite Course (3-5 hours) One of:

• Epic 2017 IP Coding • Epic 2017 OP Coding • Epic 2017 ED Coding • Epic 2017 Rehab Coding

Epic 2017 Coding Lead 100


In this course, you will how to:

• Audit mortality coding • Audit DRG coding • Support missing documentation

Prerequisite Courses (8 hours) One of:

• Epic 2017 IP Coding 100 • Epic 2017 OP Coding 100 • Epic 2017 ED Coding 100 • Epic: Rehab Coding 100 And:

• Epic 2017 Coding 200

Epic 2017 Coding Supervisor 100

Course Length 8 hours


• Manager workflows • How to use Epic's reporting tools • How to create your own reports




Report • RPT020: Create and Save a Private View • RDR101: Introduction to Radar • RDR102: Personalize a Radar Dashboard Prerequisite Courses (25 hours)

• Epic 2017 IP Coding 100 • Epic 2017 OP Coding 100 • Epic 2017 ED Coding 100 • Epic 2017 Rehab Coding • Epic 2017 Coding 200 • Epic 2017 Coding Lead 100

HIM DATA INTEGRITY TECH INCLUDES: Data Integrity Specialists

Epic 2017 Data Integrity 100



• IDN002: Managing Non-Patient Identifiers

47


• Identify records in a setting where each record may have more than one type of ID


• IDN003: Explore the Chart Correction Workspace

• MD108: Overview of In Basket • RDR101: Introduction to Radar • RPT005: Run and Manage Reports

Epic 2017 Data Integrity 101



• Use chart correction tools


• Epic 2017 Data Integrity 100

HIM TRANSCRIPTIONIST INCLUDES: Transcriptionist

Epic 2017 Medical Transcription 100


In this class, you will learn how to:

• Resolve declined or done transcriptions using transcription utilities

• Work interface errors


• HIM101: Accessing Worklists • GEN006: Overview of Hyperspace for

Revenue/Access • MD108: Overview of In Basket • RPT005: Run and Manage Reports

HIM CENTRALIZED SCANNER INCLUDES: HIM, MA, Billing




• Scan documents into Epic using Media Manager


Epic 2017 Batch Scanning



• Batch scan, prep and index in Epic


48

Infection Control INFECTION CONTROL ADMINISTRATOR INCLUDES: Infection Preventionists, Lead Infection Preventionists, Director of Infection Prevention Epic 2017 ICON 100 Infection Preventionist


In this course, you will learn how to

• Use the Infection Control module to investigate and report on infections

• Run infection reports • Use the abstraction sidebar • Trace infection contact


• INP064: Nurse Charting • RPT005: Run and Manage Reports • RPT020: Create and Save a Private View

Prerequisite Courses: (4 hours)

• Epic 2017 ACLN Ancillary Nurse 100

Epic 2017 ICON 100: Infection Preventionist After-Class

E-Learning Courses (16 minutes)

• IFC120: Exporting Cases from Epic - Recommended

• RPT010: Modifying the Search Criteria of a Report - Optional

• RPT302: Saving the Results of a Report - Optional

ABSTRACTOR INCLUDES: Infection Prevention Abstractor Required E-Learning (5 min)

• IFC120: Exporting Cases from Epic - Recommended

Inpatient Clinical Documentation INPATIENT NURSE INCLUDES: Nurse (Med Surg. Nurse, Intensive Care Nurse, Pediatric Nurse, Neonatal Intensive Care Nurse, TCC Nurse, Post-Partum OB Nurse), Nurse Manager, Administrative Coordinators, Nursing Supervisors, Clinical Educators, Patient Care Facilitators, Patient Safety Specialists (FOR BEHAVIORAL HEALTH NURSE AND REHAB NURSES: SEE BELOW)

Epic 2017 CLN Inpatient Nurse 100



• Identify and locate patients you will care for during your shift

• Navigate through the chart • Document an assessment • Document with flow sheets and navigators • Administer medications • Arriving and admitting a patient

Prerequisite E-Learnings (1 hour, 25 minutes) (Post-Partum Nurse: 1 hour, 45 minutes)

• CLNINP001: Overview of Hyperspace in an Inpatient Setting

• INP060: Overview of Patient Assignments • INP061: Documenting Flowsheets • INP062: Administering Medications on the

MAR • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • INP064: Nurse Charting Tools

49

• Performing POC testing • Collecting labs • Documenting care plans and education and

end of shift documentation will also be covered.

• INP066: Placing Hospital Charges • INP160: Documenting LDAs, IV Fluids, and

Medication Drips • INP162: Documenting Scheduled, Overdue,

Missed, and Held Medications and Override Pulls (Barcoding)

• OB001: Overview of the L&D Grease Board NICU and Post-Partum OB Nurse

• OB002: Overview of the L&D Manager NICU and Post-Partum OB Nurse

• OB003: Overview of the Results Console NICU and Post-Partum OB Nurse

• OB004: Overview of the Delivery Summary NICU and Post-Partum OB Nurse

Epic 2017 CLN Inpatient Nurse 200



• Enter and manage orders • Document restraints • Document blood administration • Document in MAR against override Pyxis

pulls • Discharge a patient

Prerequisite Course (8 Hours)

• Epic 2017 CLN Inpatient Nurse 100

INPATIENT NURSE MANAGER INCLUDES: Nurse Manager, Clinical/Administrative Coordinators, and Nursing Supervisors

Epic 2017 CLN Nurse Manager 101



• Manage patient assignments • Review a patient's chart • Monitor clinical metrics • Manage the unit • Arrive a patient • Run report using Reporting Workbench • Manage order compliance • Monitor nursing documentation compliance • Enter charges and monitor revenue for your

department • Monitor your department for potential patient

safety risks



• RDR101: Introduction to Radar • MD108: Overview of In Basket Prerequisite Courses (16 hours)

• Epic 2017 CLN Inpatient Nurse 100 • Epic 2017 CLN Inpatient Nurse 200

INPATIENT NURSE- REHAB INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Rehab setting

Epic 2017 RCLN Inpatient Rehab Nurse 100





50


• Navigate through the chart • Document an assessment • Document with flowsheets and navigators • Administer medications • Arrive and admit a patient • Perform POC testing • Collect labs • Document care plans and education

(specific to the Rehab patient) • Document at the end of shift


MAR • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • INP064: Nurse Charting Tools • INP066: Placing Hospital Charges • INP160: Documenting LDAs, IV Fluids, and



Epic 2017 RCLN Inpatient Rehab Nurse 200



• Enter and manage orders • Document restraints • Document blood administration • Document in the MAR against override

Pyxis pulls • Discharge a patient • Document a team conference • Document FIM scoring will also be covered


• Epic 2017 RCLN Inpatient Rehab Nurse 100

INPATIENT NURSE- BEHAVORIAL HEALTH INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Behavioral Health setting

Epic 2017 BCLN Inpatient Behavioral Health Nurse 100




• Navigate through the chart • Document an assessment • Document with flowsheets and navigators • Administer medications • Arrive and admit a patient • Perform POC testing • Collect labs • Document care plans and education

(specific to a Behavioral Health patient) • Document at end of shift

Prerequisite E-Learnings (1 hour, 25 min)



MAR • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • INP064: Nurse Charting Tools • INP066: Placing Hospital Charges • INP160: Documenting LDAs, IV Fluids, and



Epic 2017 BCLN Inpatient Behavioral Health Nurse 200




• Epic 2017 Inpatient Behavioral Health Nurse 100

51

• Enter and manage orders • Document restraints • Document administration of blood products • Document in the MAR against override

Pyxis pulls • Discharge a patient

INPATIENT ADVANCED- ANCILLARY NURSE / CLINICIAN INCLUDES: Wound Care Nurse, IV Team Nurse, Diabetes Nurse Educator, Infection Preventionists, Dialysis nurse, Student nurse instructors, Tobacco Cessation Nurse

Epic 2017 ACLN Ancillary Nurse 100



• Document the insertion of an IV line • Access a port • Document administering blood products • Find patients • Enter orders • Document wounds • Administer medications • Document on care plans and patient

education

Prerequisite E-Learnings (1 hour, 20 minutes) • CLNINP001: Overview of Hyperspace in an

Inpatient Setting • INP060: Overview of Patient Assignments • INP061: Documenting Flowsheets • INP062: Administering Medications on the

MAR • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • INP066: Placing Hospital Charges • CLN058: Overview of a Navigator • RDR101: Introduction to Radar • INP160: Documenting LDAs, IV Fluids, and

Medication Drips Additional Courses: Infection Preventionists should also take Epic 2017 ICON 100 Infection Preventionist after this course.

NUTRITION - DIETITIAN INCLUDES: Dietitian

Epic 2017 DCLN Dietitian 100



• Find your patients • Review the chart • Document an assessment • Document goals • Document patient education • Document a note • Manager orders



• INP061: Documenting Flowsheets • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • CLN058: Overview of a Navigator

PATIENT CARE TECHNICIAN INPATIENT INCLUDES: Acute Care, Longer Term Care and Rehab Patient Care Tech, Obstetrics Tech, Obstetrics PCT and Certified Nursing Assistants

52

Epic 2017 PCT Patient Care Tech / Certified Nursing Assistant 1000



• Track patient assignments • Review the patient's chart • Use the Work List to review your tasks • Document vitals • Document intake and output • Document at end of shift

Prerequisite E-Learnings (25 minutes) • CLNINP001: Overview of Hyperspace in an

Inpatient Setting • CLN059: Reviewing the Chart INP060:

Overview of Patient assignments • INP061: Documenting in Flowsheets

INPATIENT QUALITY ASSURANCE INCLUDES: Abstractors, Managers, Patient Care Facilitators

Epic 2017 QUALITY 100



• Document core measure data elements to gain an understanding of the full end to end workflow as a practicing patient care provider

• Review core measure • Use reports to identify patients with missing

documentation and plan of care



• MDINP103: EpicCare Inpatient: Finding Patient Information

• MDINP106: EpicCare Inpatient: Notes • MDINP107A: EpicCare Inpatient: Managing

Orders • MDINP107B: EpicCare Inpatient: Medication

Reconciliation • INP062: Administering Medications on the

MAR • RDR101: Introduction to Radar • RPT005: Run and Manage Reports

RESPIRATORY CARE PRACTITIONER INCLUDES: Respiratory Care Coordinators, Supervisors, Directors, Therapists

Epic 2017 RESPIRATORY 100



• Track patient assignments and patient care tasks

• Review the patient’s chart • Document assessments • Enter and manage orders • Collect and result ABGs • Enter charges




MAR • INP065: Nurse Managing Orders • INP066: Placing Hospital Charges

THERAPIST

INCLUDES: Acute Care, Longer Term Care and Rehab. OT/PT/SLP (Inpatient & Ambulatory) Epic 2017 THERAPY 100



53


• Schedule and find patients • Review a patient’s chart • Enter orders • Document care plans and education • Complete visits • Document a team conference • Document the 3 hour rule, FIM scoring,

MDS therapy minutes and GG • Entering G codes and KX modifier for

medical necessity • Tracking visit counts and Medicare therapy

cap dollar amounts • Communication Manager and letter

communication for POC certification • Linking encounters with episode of care


• CAD053: Overview of the Snapboard • CLN058: Overview of a Navigator • INP061: Documenting Flowsheets • INP062: Administering Medications on the

MAR • INP065: Nurse Managing Orders • INP066: Placing Hospital Charges • INP060: Overview of Patient Assignments • INP063: Nurse Writing Notes

INPATIENT COORDINATOR- UNIT SECRETARY (FOR OB UNIT SECRETARY- SEE STORK)

INCLUDES: Inpatient Acute Care, Longer Term Care Unit Secretaries and Rehab Unit Coordinators Epic 2017 UNIT SECRETARY 100



• Track patients arriving to and leaving your unit

• Review the patient's chart • Discharge a patient • Enter charges for a patient



• INP060: Overview of Patient Assignments • INP065: Nurse Managing Orders • INP066: Placing Hospital Charges • ADT061: Overview of the Unit Manager • CAD053: Overview of the Snapboard

CLINICAL DOCUMENTATION- VIEW ONLY INCLUDES: QI Data Analysts, Therapy Aides, Research Associates, DVACO Care Coordinators and Analysts, Diet Clerks, and Radiation Therapy Physicists

Epic 2017 CLIN DOC VIEW ONLY 100

Course Length: 40 minutes

In this online course you will learn how to:

• Find patients and view patient’s charts, including both current and previous encounters

• Review orders • Use reports



• CLN059: Reviewing the Chart • INP065: Nurse Managing Orders • CLN058: Overview of a Navigator • RDR101: Introduction to Radar

CASE MANAGER- CLINICAL CARE COORDINATION INCLUDES: Care Coordinators, Social Workers

Epic 2017 CARE COORDINATION 100




54


• Find, review, and document patient information in the hospital, including assessments, care plans, and utilization review

• Communicate with payors • Update bed days • Place basic post-discharge DME orders • Place patients in continued care upon

discharge • Contribute to the After Visit Summary • Use reports

• INP060: Overview of Patient Assignments • INP064: Nurse Charting Tools • CLN058: Overview of a Navigator • INP061: Documenting in Flowsheets • RDR101: Introduction to Radar

LTC MDS COORDINATOR INCLUDES: Long Term Care MDS Coordinators, Nurse Managers, Coordinators and Administrators Epic 2017 MDS COORDINATOR 100



• Arrive residents • Review resident information • Manage resident location in your SNF • Start and complete MDS Assessments • Export assessments to CMS • Document in care plans and patient

education • Document care assessments • Use reports • Track and document therapy minutes



• INP060: Overview of Patient Assignments • CLN059: Reviewing the Chart • INP061: Documenting in Flowsheets • INP064: Nurse Charting Tools • INP062: Administering Medications on the

MAR • INP063: Nurse Writing Notes • INP065: Nurse Managing Orders • RDR101: Introduction to Radar

LTC ACTIVITIES COORDINATOR- SPIRTUAL CARE- ART THERAPY INCLUDES: Chaplains, Spiritual Care Associates, Clinical Pastoral Educators, Art Therapists, Music Therapists, Activities Coordinators Epic 2017 SPIRITUAL CARE-ART THERAPY-ACTIVITIES COORDINATOR 100



• Find your patients • Document care • Document in care plans and patient

education • Use In Basket for messages



• CLN058: Overview of a Navigator • INP061: Documenting in Flowsheets

CLINICAL LIAISON- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Clinical Liaisons, Bryn Mawr Rehab Patient Access Staff Epic 2017 REHAB CLINICAL LIAISON 100



55


• Work with Patient Access and the admitting physician to create a BMR Preadmission encounter

• Complete a BMR Preadmission assessment • Route Preadmission assessment to the

physician • Notify Patient Access of anticipated

admission date


• CLN058: Overview of a Navigator • CINP065: Nurse Managing Orders • MD 108: Overview of In Basket

IP THERAPY ANCILLARY- BRYN MAWR REHAB WHEEL CHAIR TECH INCLUDES: Bryn Mawr Rehab Wheel Chair Technician Epic 2017 REHAB WHEEL CHAIR TECH 100



• Find patients needing wheel chair modifications

• Acknowledge orders • Document chair specifications • Complete the order for a patient



• INP061: Documenting in Flowsheets INP065: Nurse Managing Orders

CASE MANAGER- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Care Managers Epic 2017 REHAB CARE MANAGERS 100



• Complete Team Conferences for Rehab patients

• Review case mix group and length of stay reports


• Epic 2017 Care Coordination 100

PPS COORDINATOR- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Care Managers Epic 2017 CLR PPS Coordinator 100



• Find patients and view patient’s charts • Review clinical documentation and IRF-PAI

reports. • Complete the IRF-PAI for Rehab Medicare

patients, in conjunction with the coders. • Submit IRF-PAI to UDS and document

acceptance.


• Epic 2017 ACLN Ancillary Nurse 100

56

SLEEP LAB TECHNOLOGIST INCLUDES: Sleep Lab Technologists

Epic 2017 TECH Neurodx & Sleep Lab 100



• Track patients with orders to your department utilizing the Technologist worklist

• Check in, Begin, End and Charge for exams


• CLNINP001: Overview of Hyperspace for Clinicians

• CAD053: Overview of the Snapboard • CLN058: Overview of the Navigator

NEUROLOGY TECHNOLOGIST- NEURODIAGNOSTICS INCLUDES: Neurodiagnostic Technologists

Epic 2017 TECH Neurodx & Sleep Lab 100



• Track patients with orders to your department utilizing the Technologist worklist

• Check in, Begin, End and Charge for exams




CARDIOLOGY TECHNOLOGIST INCLUDES: ECG Technologists

Epic 2017 ECG Tech 100



• Find your patients using the Schedule and Patient Lists

• Release and complete orders and view Charges


PULMONARY TECHNOLOGIST INCLUDES: Pulmonary Function Lab Technologists

Epic 2017 PFT Lab Tech 100



• Track patients with PFT orders utilizing the Technologist worklist

• Begin, End and Charge for procedures • Print labels for ABGs • Collect specimens • Document med administration in the MAR




Stork Labor and Delivery

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OBSTETRICS INPATIENT NURSE INCLUDES: L & D Nurses, Nurse Managers, Administrative Coordinators, Clinical Educators

Epic 2017 L & D Nurse 100



• Start your shift • Document assessments in flowsheets • Arrive scheduled appointments • Document both vaginal and C-section

deliveries • Document postpartum care • Document breast milk



• INP060: Overview of Patient Assignments • CLN059: Reviewing the Chart • INP064: Nurse Charting Tools • INP061: Documenting in Flowsheets • INP062: Administering Medications on the

MAR • INP063: Nurse Writing Notes • INP066: Placing Hospital Charges • INP065: Nurses Managing Orders • OB001: Overview of the L&D Grease Board • OB002: Overview of the L&D Manager • OB003: Overview of the Results Console • OB004: Overview of the Delivery Summary

Epic 2017 L & D Nurse 200



• Learn how to document triage, and labor • Practice arriving a patient from the ED,

documenting multiples births, and attending the Delivery Summary


• Epic 2017 L & D Nurse 100

IMPORTANT NOTE: These staff should also take the CLN Inpatient Nurse Manager 101 course: Nurse Managers, Administrative Coordinators, and Nursing Supervisors.

OBSTETRICS UNIT CLERK INCLUDES: L & D Unit Secretaries

Epic 2017 L & D Unit Clerk 100



• Arrive, transfer, and triage patients • Schedule and arrive C-section and

procedure patients • Arrive a patient from the ED • Schedule and arrive an induction patient • File charges



• INP060: Overview of Patient Assignments • CLN059: Reviewing the Chart • INP066: Placing Hospital Charges • INP065: Nurses Managing Orders • OB001: Overview of the L&D Grease Board • OB002: Overview of the L&D Manager • OB003: Overview of the Results Console • OB004: Overview of the Delivery Summary

OBSTETRICS LACTATION CONSULTANT INCLUDES: Lactation Consultants

EPIC 2017 Lactation Consultant 100




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• Identify patients who need a lactation consult

• Document lactation information in flow sheets

• Update care plans and patient education • Write a lactation note

• INP060: Overview of Patient Assignments • CLN059: Reviewing the Chart • INP064: Nurse Charting Tools • INP061: Documenting in Flowsheets • OB002: Overview of the L&D Manager

EpicCare Ambulatory CLINIC NURSE INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse

Epic 2017 Ambulatory Nurse 100



• Identify and room patients • Place orders • Document encounters and results

At the end of this course you will practice the concepts learned.


• CLNAMB001: Overview of Hyperspace in an Outpatient Setting

• MD108: Overview of In Basket • CLN051: Overview of Ordering • MD103: Reviewing the Chart • AMB022: Clinical Support Visit

(Recommended) • MYC003: Activating Patients for MyChart

(Recommended) • MYC005: Granting Proxy Access to MyChart

(Recommended) OBSTETRICS OUTPATIENT NURSE Includes: OB Nurse, OB Medical Assistant

Epic 2017 Obstetrics Nurse 100



• Room a pregnant patient • Place orders • Result point of care tests • Document immunizations and facility

administered medications • Write notes • Manage In Basket





(Recommended)

Epic 2017 Obstetrics Nurse 200


This course is a continuation of Epic 2017 Obstetrics Nurse 200


• Epic 2017 Obstetrics Nurse 100

AMBULATORY CLINIC MANAGER INCLUDES: Ambulatory Clinic Managers

Epic 2017 Clinic Manager 100 Prerequisite E-Learnings (20mins)

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• Use Reporting Workbench to gather current information about your clinic

• Use advanced In Basket management tools to help improve efficiency in your clinic


• MD108: Overview of In Basket

HIM DEFICIENCY ANALYST- CLINIC INCLUDES: Deficiency Analysts

Epic 2017 Practice Managers Deficiency 100



• Analyze documentation in the patient record • Create chart deficiency tracking

automatically • Monitoring deficiencies for completion

Prerequisite E-Learnings (20mins)

• HIM012: Automatic Deficiency Creation and Initial Analysis


• HIM101: Accessing Worklists • MD108: Overview of In Basket • RPT005: Run and Manage Reports

PERINATAL TESTING CENTER INCLUDES: PTC nurses

Epic 2017 Perinatal Testing 100



• Identify and room patients • Place orders • Document PTC encounters and results




(Recommended)

CARDIAC / PULMONARY INCLUDES: Cardiac / Pulmonary Rehab Nurses

Epic 2017 Cardiac / Pulmonary Rehab



• Identify and room patients • Document assessments on flowsheets • Complete orders




(Recommended)

CLINIC NURSE - WOUND NURSE INCLUDES: Wound Nurses

Epic 2017 Wound Nurses



60





(Recommended)

ANCILLARY AUDIOLOGIST INCLUDES: Audiologist

Epic 2017 Audiologist







(Recommended)

DIABETES MANAGMENT INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Dieticians









(Recommended)

CARE MANAGEMENT INCLUDES: Ambulatory Care Managers








(Recommended)

61


SOCIAL WORK INCLUDES: Social Workers




• Identify and room patients • Place orders • Documenting a Note • Document encounters and results





(Recommended)

Ophthalmology INCLUDES: Ophthalmology Technicians

Epic 2017 Ophthalmology 100



• Identify and room patients • Charging • Scanning





(Recommended) • MD108: Overview of In Basket

PSYCHOLOGIST INCLUDES: Psychologist

Epic 2017 Psychologist








(Recommended)

62

• MYC005: Granting Proxy Access to MyChart (Recommended)

Oncology BEACON OUTPATIENT NURSE INCLUDES: Outpatient Chemotherapy Infusion Nurse

Epic 2017 Beacon OP RN 100



• Work through a chemotherapy infusion visit in Epic

• Cancel and defer treatment • Administer a patient's therapy plan



• MD108: Overview of In Basket • CLN051: Overview of Ordering • MD103: Reviewing the Chart • MYC003: Activating MyChart • MYC005: Granting Proxy Access (MyChart) • ONC050: Overview Beacon Treatment Plans • ONC071: Overview Therapy Plans

Epic 2017 Beacon OP RN 200


In this course, you will practice:

• Using the Synopsis report • Using Review Folders • Documenting home infusions • Documenting external treatment • Cumulative Dose Tracking • Ordering and Administering Blood (OP

setting)


• Epic 2017 Beacon OP RN 100

BEACON INPATIENT NURSE INCLUDES: Inpatient Nurses on an Oncology unit

Epic 2017 Beacon IP RN 101



• The basics of working through a chemotherapy infusion visit

• Provider options for when the patient does not meet treatment parameters

• Holding and canceling treatment


• ONC050: Overview Beacon Treatment Plans Prerequisite Courses (16 hours)

• Epic 2017 CLN 100 • Epic 2017 CLN 200

CLINIC NURSE- RADIATION ONCOLOGY INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse




• Identify and room patients



• MD108: Overview of In Basket • CLN051: Overview of Ordering

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• Place orders • Document encounters and results


• MD103: Reviewing the Chart • AMB022: Clinical Support Visit


(Recommended) • MYC005: Granting Proxy Access to MyChart

(Recommended) BEACON NURSE NAVIGATOR INCLUDES: Nurse Navigators, Oncology Social Worker, Oncology Dietician, Music Therapist, Art Therapist

Epic 2017 Beacon Nurse Navigator 101



• Receive an overview of staging, treatment plans and flowsheets.

• Learn to run reports • Review treatment summaries



• MD108: Overview of In Basket • CLN051: Overview of Ordering • MD103: Reviewing the Chart • MYC003: Activating MyChart • MYC005: Granting Proxy Access (MyChart) • ONC050: Overview of Beacon Treatment

Plans • ONC071: Overview of Therapy Plans

WILLOW INPATIENT PHARMACIST INCLUDES: Pharmacists

Epic 2017 Beacon Pharmacist 101



• Enter a course of Chemotherapy Treatment • Intervene on treatment plan orders • Prepare for upcoming chemotherapy doses


• ONC050: Overview of Beacon Treatment Plan • ONC060: Beacon Cancer Staging • ONC070: Overview of Therapy Plans Prerequisite Courses (16 hours)

• Epic 2017 Pharmacist 100 • Epic 2017 Pharmacist 200

INTEGRATED RESEARCH COORDINATOR INCLUDES: Oncology/Cardiology Research coordinator

Epic 2017 Beacon Research Coordinator 200



• Learn how to navigate the chart • Review Oncology and Cardiology reports • Telephone Encounter/InBasket tools • Practice how to assign a patient to a

research study • Practice how to assign a research protocol

to a patient for treatment



• MD108: Overview of In Basket • CLN051: Overview of Ordering • MD103: Reviewing the Chart • MYC003: Activating MyChart • MYC005: Granting Proxy Access (MyChart) • ONC050: Overview of Beacon Treatment

Plans • ONC071: Overview of Therapy Plans

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BEACON TUMOR REGISTRAR INCLUDES: Tumor Registrar

Epic 2017 Beacon Tumor Registrar 200



• Navigating the Chart • How to run reports

Prerequisite

Triage MLH AMB NON-CLINICAL SUPPORT- FRONT DESK STAFF INCLUDES: Front Desk staff for Triage Nurse

Epic 2017 NT Front Desk 100



• Route a call message to triage nurses • Look up clinic and provider information for

patients



• MD108: Overview of In Basket • NT002: Managing First-Tier Calls • NT010: Triaging a Basic Clinical Call • NT011: Triaging a Complex Clinical Call

CLINIC NURSE- TRIAGE INCLUDES: Triage Nurse

Epic 2017 Triage Nurse 100



• Document a triage call • Work through a protocol



• MD108: Overview of In Basket • NT010: Triaging a Basic Clinical Call • NT011: Triaging a Complex Clinical Call

Transplant PHOENIX TRANSPLANT COORDINATOR INCLUDES: Transplant coordinator, transplant super user

Epic 2017 Transplant Coordinator 100



• Documenting tasks on pre- and post-transplant patients as well as potential donors.

• Maintaining and organize your patient population through various tools and activities

• UNOS registry workflows • Building the referral patient’s chart


• INP060: Overview of Patient Assignments • INP064: Nurse Charting Tools • INP065: Nurses Managing Orders • TXP050: Reviewing Transplant Information in

the Patient Chart • TXP051: Exploring the Transplant Information

Activity • TXP052: Using Reporting Workbench for

Transplant Reporting • TXP053: Exploring the Committee Review

Encounter

65

Epic 2017 Transplant Billing 100



• Review charges and relate them to a transplant episode through account workqueues.

• Identify charges that will go to the Medicare Cost Report

• Review charges for accounts linked in error

PHOENIX CLINIC ASSISTANT- TRANSPLANT CARE TEAM INCLUDES: Social worker

Epic 2017 Transplant Care Team 100



• Review transplant information • Document an evaluation visit • Participate in a committee review meeting


• TXP050: Reviewing Transplant Information in the Patient Chart

• TXP051: Exploring the Transplant Information Activity

• TXP052: Using Reporting Workbench for Transplant Reporting

• TXP053: Exploring the Committee Review Encounter

Outpatient Scheduling and Registration CANDENCE CENTRAL SCHEDULER- REGISTRATION & SCHEDULING STAFF INCLUDES: Front Desk Staff for physician practices and Central Schedulers

Epic 2017 Schegistration 100



• Log in and out • Look up patient records • Enter patient demographics • Create a new patient in the system • Enter guarantor accounts and coverage • Register & schedule a simple patient

appointment



• CAD050: Overview of the Appointment Desk • CAD052: Overview of Making an Appointment • CAD060: Interpreting Provider Schedules • CAD053: Overview of the Snapboard • PRE054: Overview of the Interactive Face

Sheet • PRE051: Overview of Registration in a

Hospital Setting • PRE052: Overview of Registration in a Clinic

Setting • PRE050: Overview of Work queues for

Access • CAD051: Overview of the Department

Appointments Report • CAD008: Report Setup • EBL006: Balancing Your Cash Drawer

66

• MYC001: Overview of MyChart Patient Portal - Recommended

• MYC003: Activating Patients for MyChart - Recommended

• MYC007: Handling Appointments from MyChart - Recommended

• RFL001: Using Referrals In Epic – Recommended

Epic 2017 Schegistration 200



• Schedule a variety of complex appointments • Update registration information • Cancel/reschedule appointments • Follow-up on no show appointments • Update appointment statuses • Work various workqueues • Sign-in, check-in, and check-out a patient • Collect and refund copays • Balance out the cash drawer


• CAD 100: Schegistration

Epic 2017 Referrals Management 100



• Different ways a referral is created • How to work referrals from workqueues • Documenting authorizations and pre-

authorizations. • Internal, incoming and outgoing referral

workflows



• CAD050: Overview of the Appointment Desk • CAD052: Overview of Making an Appointment • RFL001: Using Referrals In Epic • RFL002: Create a Referral

Epic 2017 Schegistration Supervisor 100



• Run and manipulate a variety of reports for productivity

• Manage workqueues


• Schegistration 100 • Schegistration 200 • Referrals Management 100

MLHC MA SCHEDULING AND REGISTRATION INCLUDES: MLHC Medical Assistants

Epic 2017 MLHC Scheduling 150



• Log in and out • Look up patient records • Enter patient demographics • Create a new patient in the system • Enter guarantor accounts and coverage



• CAD050: Overview of the Appointment Desk • CAD052: Overview of Making an Appointment • CAD060: Interpreting Provider Schedules • PRE054: Overview of the Interactive Face

Sheet

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• Register & schedule a simple patient appointment

• Cancel/reschedule an appointment • Update registration • Follow up on ‘No Shows’ • Sign-in, check-in, and check-out a patient • Collect copays • Balance the cash drawer • Referrals Management



• PRE050: Overview of Work queues for Access

• CAD051: Overview of the Department Appointments Report

• CAD008: Report Setup • EBL006: Balancing Your Cash Drawer • MYC001: Overview of MyChart Patient Portal

- Recommended • MYC003: Activating Patients for MyChart -

Recommended • MYC007: Handling Appointments from

MyChart - Recommended • RFL001: Using Referrals In Epic –

Recommended • RFL002: Create a Referral

Pharmacy WILLOW INPATIENT PHARMACIST INCLUDES: Staff Pharmacists, Clinical Pharmacists, Per Diem Pharmacists, Pharmacy System Administrators, Pharmacy Residents, Pharmacy Clinical Coordinators, Inpatient Pharmacy Coordinators, Pharmacy managers, Pharmacy Directors

Epic 2017 Pharmacist 100



• Verify orders including finding and verifying new orders, adjusting orders in verification, and intervening on inappropriate therapy

• Dispense and prepare medications in a number of contexts including verifying non-formulary medications and processing therapeutic interchanges

In addition, this class reviews nurse and provider workflows for medication reconciliation at admission and discharge



• RX000: Introduction to Willow Inpatient • MDINP107B: EpicCare Inpatient:

Medication Reconciliation • MDINP107A: EpicCare Inpatient:

Modifying Orders • RX001: Verify Orders • RX003: Interruptions • INP062: Administering Medication on the

MAR • INP162: Documenting Scheduled,

Overdue, Missed, and Held Medications and Override Pulls (Barcoding)

Epic 2017 Pharmacist 200



• Find and monitor patients using system lists and reports.

• Prepare medications in advance of surgery • Order and verifying TPN


• Epic 2017 Pharmacist 100

68

• Document pharmacy consults and patient education

The second half of this course is a review of all previous material with hands on practice exercises. Epic 2017 Beacon Pharmacist 101



• Enter a course of Chemotherapy Treatment

• Intervene on treatment plan orders • Prepare for upcoming chemotherapy

doses

Prerequisite E-Learnings (20 min) • ONC050: Overview of Beacon Treatment

Plans • ONC060: Beacon Cancer Staging • ONC070: Overview of Therapy Plans

Prerequisite Courses (16 hours) • Epic 2017 Pharmacist 100 • Epic 2017 Pharmacist 200

WILLOW INPATIENT PHARMACY MANAGEMENT INCLUDES: Pharmacy Director, Pharmacy Managers, Inpatient Coordinators

Epic 2017 Pharmacy Manager 100 / 101



• How medication charges are generated in Epic

• How to monitor charging abnormalities • How to use Reporting Workbench, Crystal,

and other reports to monitor and assess pharmacy operations




• Epic 2017 Beacon Pharmacist 101

WILLOW INPATIENT PHARMACY TECHNICIAN INCLUDES: Pharmacy Technicians, Per Diem Pharmacy Technicians, Pharmacy Technician Supervisors, Pharmacy Inventory Control Coordinators

Epic 2017 Pharmacy Technician 100



• Use Epic for dispensing, compounding and repackaging, crediting, and bulk charging medications


• CLININP001: Overview of Hyperspace for Inpatient Clinicians

• RX003: Interruptions

Radiology

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RADIOLOGY TECHNOLOGIST – NON-INVASIVE INCLUDES: All non-invasive technologists / Tech Aids except Breast Imaging area Epic 2017 Radiology Technologist Non-Invasive 100


In this course, you will learn to: • Add on a patient • Begin/End an Imaging Exam • Perform exams with and without contrast • Correct exam errors

Prerequisite E-Learnings (20 minutes) • CLNAMB001: Overview of Hyperspace in an

Outpatient Setting • CAR050: Overview of Report Settings • RAD051: Introduction to Ancillary Orders

RADIOLOGY TECHNOLOGIST - INVASIVE INCLUDES: All invasive technologists / Tech Aids except Breast Imaging area Epic 2017 Radiology Technologist Invasive 100


In this course, you will learn to: • Add on a patient • Begin/End an Imaging Exam • Perform exams with and without contrast • Correct exam errors

Prerequisite E-Learnings (20 minutes) • CLNAMB001: Overview of Hyperspace in an


RADIOLOGY BREAST IMAGING COORDINATOR INCLUDES: Breast Imaging Coordinators Epic 2017 Radiology Breast Imaging Coordinator 100



• Document an exam assessment • Use the dashboards • Correct studies • Document patient follow up • Work with patient letters • Generate statistics • Use In Basket messaging

Prerequisites E-Learnings (1 hour, 5 minutes) • CLNAMB001: Overview of Hyperspace in an

Outpatient Setting • CAR050: Overview of Report Settings • RAD051: Introduction to Ancillary Orders • RAD056: Overview of the Manager Reporting

Dashboard • RAD150: Breast Imaging Coordination

Workflows • RAD400: Reporting on MQSA Statistics in

Hyperspace

Prerequisites Course (8 hours) • Epic 2017 Radiology Breast Imaging

Technologist 100

RADIOLOGY BREAST IMAGING TECHNOLOGIST INCLUDES: Breast Imaging Technologists and Tech Aids Epic 2017 Radiology Breast Imaging Technologist 100



Prerequisites E-Learnings (30 minutes) • CLNAMB001: Overview of Hyperspace in an


70

• Add on a patient • Begin/End an Imaging Exam • Perform exams with and without contrast • Correct exam errors

RADIOLOGY FRONT DESK- INTERVENTIONAL RADIOLOGY COORDINATOR INCLUDES: Interventional Radiology Coordinators Epic 2017 Interventional Radiology Coordinator 100



• Schedule radiology appointments • Use the Ancillary Orders function • Enter imaging orders • Cancel an appointment • Reschedule an appointment • Check in an appointment • Work with reports

Prerequisites E-Learnings (25 minutes) • PCB001: PC Basics • GEN006: Overview of Hyperspace for

Revenue and Access Products • CAR050: Overview of Report Settings • RAD051: Introduction to Ancillary Orders • CAD053: Overview of the Snapboard

Prerequisites Courses (8 hours) • Epic 2017 Schegistration 100

RADIOLOGY NURSE INCLUDES: Nurses working in Radiology areas Epic 2017 Radiology Nurse 100



• Document phone call tracking • Use the nurse navigator and nurse narrator • Complete pre-procedure, intra-procedure,

and post-procedure documentation.

Prerequisites E-Learnings (30 minutes) • CLNINP001: Overview of Hyperspace for

Inpatient Clinicians • CLNAMB001: Overview of Hyperspace in an

Outpatient Setting • RAD053: Overview of the Narrator • CAR050: Overview of Report Settings • CAR058: Overview of the Navigator

RADIOLOGY MANAGER INCLUDES: Directors, Managers and Supervisors in Radiology Areas Epic 2017 Radiology Manager 100



• Work with dashboards • Capture charges • Manage reports • Document imaging exams • Correct exams • Resolve incomplete work • Generate department statistics

Prerequisites E-Learnings (1 hour) • CLNAMB001: Overview of Hyperspace in an

Outpatient Setting • RAD056: Overview of the Manager Reporting

Dashboard • RAD450: Overview of Charge Capture

Workflows • RPT005: Run and Manage Reports

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Surgical Services OPTIME SCHEDULER- SURGERY INCLUDES: OR Managers, Charge Nurses, Unit Secretaries, Schedulers

Epic 2017 Surgery Scheduler 100



• Create case requests • Schedule • Manage schedules • Copy past cases • Release blocks • Customize the schedule

Prerequisites E-Learnings (50 minutes) • CLNINP001: Overview of Hyperspace for

Inpatient Clinicians • OR053: Overview of the Schedule • OR103: Case Creation and Scheduling • MD108: Overview of In Basket • OR160A: Assigning Staff and Resources, Part

1 • OR160B: Assigning Staff and Resources, Part

2

OPTIME CHARGE POST INCLUDES: OR Charge Posters, OR Managers, Charge Nurses, Unit Secretaries

Epic 2017 Charge Poster 100



• Find patients • Review documentation • Post logs • Understand warnings • Document addendums • Use reports

Charge posters should participate in Parallel Charge Testing.


• CLN058: Overview of a Navigator • CLNINP001: Overview of Hyperspace for

Inpatient Clinicians • OR170: Capturing Charges in OpTime

OPTIME MANAGER INCLUDES: OR Directors, OR Managers

Epic 2017 OR Manager 100



• Run reports from the dashboard • Customize, refine, and organize reports • Building block in the schedule • Release blocks manually • Creating your own reports



• OR052: Overview of an OpTime Dashboard • RPT001: Overview of Reporting and

Reporting Tools • OR170: Capturing Charges in OpTime Prerequisite Courses (2 hours)

• Charge Poster 100 OPTIME PREFERENCE CARD BUILDER INCLUDES: Preference Card Builders

Epic 2017 Preference Card Builder 100 Prerequisite E-Learnings (20 minutes)

72



• Review preference card contents • Create new preference cards by copying • Update an existing preference card

You will participate in preference card validation to review production preference cards for accuracy and create and update existing cards.


• OR055: Overview of Preference Cards • MD108: Overview of In Basket • OR053: Overview of the Schedule

OPTIME PAT NURSE INCLUDES: PAT RN’s, PAT NP’s

Epic 2017 PAT Nurse 100



• Document tasks relevant to PAT nurses, including a PAT phone call, scheduling a PAT appointment over the phone, and PAT appointment documentation.

• Document more complex PAT workflows, including creating a walk-in appointment, placing ad hoc orders, and documenting a PAT call for non-surgical procedures



• CLN058: Overview of a Navigator • OR050: Overview of Finding Patients on the

Status Board • CLN051: Overview of Ordering • CLN059: Reviewing the Chart • INP061: Documenting in Flowsheets • OR126: Vitals and Patient Assessments in a

Navigator • OR127: Pre-op Phone Call

PRE-OP/PHASE II NURSE INCLUDES: Pre-Op and Discharge Nurses

Epic 2017 Pre-op/Phase II Nurse 100



• Document pre-procedure and post-procedure care, including lines, vitals, orders, verification, discharge and post-op phone call instructions

• Document more complex pre-procedure documentation, including patient movement, pre-op phone calls, and advanced medication documentation

• Document more complex phase II documentation, including, patient movement and patient education



• CLN058: Overview of a Navigator • OR110: Overview of Finding Patients and

Begin Charting • CLN051: Overview of Ordering • CLN059: Reviewing the Chart • INP061: Documenting in Flowsheets • OR126: Vitals and Patient Assessments in a

Navigator • INP062: Medications on the MAR • OR127: Pre-op Phone Call

OPTIME INTRA-OP NURSE INCLUDES: Intra-Op Nurses

Epic 2017 Intra-op Nurse 100



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• Document tasks relevant to intra-operative nurses, including documentation completed while setting up the operating room and while the patient is undergoing a surgery.

• Document more complex intra-procedure workflows, including patient movement, procedure delays, and line documentation



Status Board • OR051: Overview of OpTime Events • CLN051: Overview of Ordering • INP061: Documenting in Flowsheets • INP062: Administering Mediations on the

MAR • OR126: Vitals and Patient Assessments in a

Navigator • OR144: Documenting Intraoperative

medication Administrations RECOVERY NURSE- PACU INCLUDES: Recovery Room Nurses

Epic 2017 PACU Nurse 100



• Document tasks relevant to postoperative nurses in the PACU area, including monitoring, attaching devices, and orders management

• Document more complex PACU workflows including patient movement, override pulls, and advanced medication documentation


• CLNINP001: Overview of Hyperspace for Inpatient Clinicians (10 min)


Status Board • OR051: Overview of OpTime Events • INP061: Documenting in Flowsheets • INP062: Administering Medications on the

MAR • OR126: Vitals and Patient Assessments in a

Navigator • INP160: Documenting LDAs, IV Fluids, and



• INP163: Validating Monitor Data OPTIME GI NURSE- ENDOSCOPY INCLUDES: Endoscopy Nurses

Epic 2017 ENDO Nurse 100



• Complete pre-procedure tasks of arrival documentation, orders, lines, medication administration, and assessments

• Complete intra-procedure documentation of events, staff, medications, supplies, equipment, implants, and chart verification



• CLN058: Overview of a Navigator • OR110: Overview of Finding Patients and

Begin Charting • OR051: Overview of OpTime Events • CLN051: Overview of Ordering • CLN059: Reviewing the Chart • INP061: Documenting in Flowsheets • INP062: Administering Medications on the

MAR

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• Complete post-op documentation including post-procedure flowsheets and discharging the patient

• OR126: Vitals and Patient Assessments in a Navigator

• OR127: Pre-op Phone Call Epic 2017 ENDO Nurse 200



• Practice updating procedures • Manage preference cards • Practice advanced medication

administration • Documenting specimens • Document canceled procedures and delays • Document patient education • Document patient movement • Document placing intra-procedure orders • Document non-chemo infusions • Schedule add-on cases

Prerequisite Course ( 7 hours)

• Epic 2017 ENDO Nurse 100

OPTIME PERFUSIONIST INCLUDES: Perfusionists, Perfusion Charge Posters

Epic 2017 Perfusion 100



• Documentation tasks relevant to perfusion in the OR


• ANE001: Intro to Anesthesia Pre-Procedure • ANE002: Intro to Anesthesia Intra-Procedure • ANE003: Intro to Anesthesia Post-Procedure • OR050: Overview of Finding Patients on the

Status Board • MD100: Overview of Hyperspace • MD107: Intro to Orders • MD108: Overview of In-Basket

table of contents - pivot of contents adt ... includes: med techs, hematology techs, chemistry...

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