New Hire Training
New Hire Training
Training: Clinical:
Clinical Training - Day 1 (60 minutes) EMR SETUP Practice Instructions (Practice Setup) SET Allergy Setup - development in progress Allergy Panel Setup - development in progress Note DoubleCheck HPI Templates Superbill Categories CPT Superbill ICD Superbill Template clone tool Referral Note setup Vital sign management Upload category management Medical condition management Surgery history management Note setup Surgical procedures Assessment Status management Drawing library Supervising providers MIPS/MU Quality Measures Patient Import - Upload Cypress Data Clinical Data Report Setup LOINC Picklist ROS Setup ------------------------------------------------------------------------------------------------------------------------------------------------ Note: Before clinical training is started, an email will be sent out for trainees/participants to review on the following. Familiarization of terminologies which will be used as we move forward: *Incoming Referral *Outgoing Referral *CCD/CCDA *HPI *ROS *CPT *ICD *Superbill *MIPS/ MU Quality Measures *Rendering Provider *Supervising Provider *Referring Provider *LOINC *SNOMED
Training: Clinical:
Clinical Training - Day 2 (60 minutes) EMR Module 1 Current charts 2 Chart room 3 Meaningful Use 4 Surgery management Surgery Appointment and Workflow How to set patient's appointment 5 Running QM and PI Reports 6 Clinical Data Report
Training: Clinical:
Clinical Training - Day 3 (60 minutes) Visit Note II review 1 Review on HPI and ROS 2 Review on Histories and Habits 3 Review on Physical Exam page 4 Review on Medications page Controlled and non-controlled workflow Provider Queue Tasking Prescribe on Behalf Of 5 Orders and Procedures page Patient Counsel/Instructions Finalize button (orders) Administration button (immunizations) 6 Assessment and Plan page Patient Counsel/Instructions
Training: Clinical:
Clinical Training - Day 4 (60 minutes) Note types 1 General review on - Visit note II 2 General review on - Antepartum note 3 General review on - Blank note 4 General review on - Brief note 11 5 General review on - Brief psychiatry note 6 General review on - Cardiology note 7 General review on - Dermatology note 8 General review on - Endocrine note 9 General review on - Diagnostic imaging 10 General review on - Ent note 11 General review on - Neuro note 12 General review on - Ob/gyn note 13 General review on - Operative report 14 General review on - Ophthalmology note 15 General review on - Orthopedic note 16 General review on - Pediatric note 17 General review on - Podiatry note 18 General review on - Prescription note 19 General review on - Psychiatry note extended
Training: Clinical:
Clinical Training - Day 5 (40 minutes) EMR Note Review (20 minutes) Open Discussion/ Q&A (20 minutes)
Training: Clinical:
Clinical Training - Day 6 (60 minutes) Note customization 1 Create/Add/ Modify/ Delete items on ROS 2 Create/Add/ Modify/ Delete items on PE page 3 Creating default comment on Medication 4 Creating default comment on Orders and Procedures page 5 Creating default comment on Assessment and Plan page 6 Creating Global Templates
Training: Clinical:
Clinical Training - Day 7 (60 minutes) Order Tracking Module 1 How to review OTS – pending, completed, requiring further actions, closed 2 How to run Health Maintenance Order Tracking Setup 1 Edit Messages 2 Edit Practice OTS settings 3 Edit Practice panels 4 Create Health maintenance rule 5 Create Order Set Documents 1 Fax queue - lab results faxed in and matching to an outstanding order (open test) for a patient 2 Fax/Print log Messaging 1 Associating a Document, particularly lab results under fax queues and matching it to a user, accessible under TASKS. 2 TASKS - how to complete and create new task Medication Setup 1 Review medication management 2 Review Medication settings System Settings Review Practice Settings Logs Review Clinical Logs - How to search using filters
Training: Clinical:
Clinical Training - Day 8 (60 minutes) BiDirectional Interface Setup and Workflow (Ancillary Service) BiDirectional Interface > eLearning *Related topics: Admin Tab>> Order Tracking Setup Transaction Errors Message Sent to Lab Error Messages
Training: Clinical:
Clinical Training - Day 9 (60 minutes) Introduction to MIPS (Ancillary Service) Introduction to MIPS 1 What is MIPS? 2 Penalty Avoidance Threshold & Financial Impact 3 MIPS Timeline 4 Performance Categories 5 Eligible Clinicians 6 MIPS Eligibility and Determination Period 7 NPI Lookup 8 Quality Overview 9 Promoting Interoperability Overview 10 Registries (Regent and IRIS) MIPS Services 1 MIPS Management 2 Attestation Assistance Trainer: Clarisse
Training: Clinical:
Clinical Training - Day 10 (60 minutes) EPCS, Direct Messaging Setup and Iron Bridge (Ancillary Services) EPCS (Trainer: Faith) 1 EPCS Setup 2 Provider NPI and DEA lookup 3 Provider documents Direct Messaging 1 Direct Setup 2 Sending a CCDA 3 Receiving and reconciling a CCDA Iron Bridge 1 Iron Bridge Setup 2 Sending an Immunization Transaction 3 Immunization Transaction Search Logs