ADT PATIENT ACCESS INCLUDES:

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2 Table of Contents 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 CADENCE CENTRAL SCHEDULER- HOSPITAL CENTRAL SCHEDULING INCLUDES: Central Schedulers ADT ADMISSION SUPERVISOR INCLUDES: Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers EMERGENCY REGISTRAR INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, Patient Access Site Managers and Supervisors, and MLHC Urgent Care Registrar 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 LABOR AND DELIVERY SCHEDULER INCLUDES: Registration Specialists, Pre-Processing Center Maternity Specialists, Patient Access Analysts, Patient Access Supervisors, and Patient Access Site Managers ADT AUTH / CERT STAFF - FINANCIAL COUNSELOR AND AUTH / CERT INCLUDES: Pre Encounter Representatives, Financial Counselors, and Financial Counselor Supervisors ADT BED PLANNING INCLUDES: Patient Access Bed Coordinators, Nursing Bed Coordinators, Nursing Supervisors ADT EVS MANAGER INCLUDES: Environmental Services Director/Managers, Environmental Services Supervisors, and Environmental Services Team Leaders ADT EVS USER INCLUDES: Environmental Services Director/Manager, Environmental Services Supervisor, Environmental Services Team Leader, Environmental Care Associates, And Environmental Services Assistant ADT TRANSPORT MANAGER

3 INCLUDES: Transport Director/Managers, Transport Supervisors, Customer Service Center Supervisors, Transport Team Leaders ADT TRANSPORT USER AT RIDDLE INCLUDES: Transport Director/Managers, Transport Supervisors, Transporters, Patient Support Techs ADT TRANSPORT USER AT BRYN MAWR, PAOLI AND LANKENAU INCLUDES: Transporters REG TRANSFER CENTER STAFF INCLUDES: Transfer Center Managers, Transfer Center Nurses ESSENTIALS FOR REGISTRATION- PB INCLUDES: Central Business Office for Professional Billing ESSENTIALS FOR REGISTRATION- HB INCLUDES: Hospital Biller Hospital Billing HB BILLER- ACCOUNT BILLERS AND CLAIMS BILLERS INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR HB BILLER MANAGER INCLUDES: Managers / Supervisors Billing / AR HB INSURANCE FOLLOW-UP INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR HB INSURANCE FOLLOW-UP MANAGER INCLUDES: Managers / Supervisors Billing / AR HB CASHIER INCLUDES: Hospital Cashiers HB CASHIER- INSURANCE PAYMENT POSTING INCLUDES: Payment processors, payment analysts, managers / supervisors Billing / AR 22 HB CASHIER- INSURANCE PAYMENT POSTING MANAGER INCLUDES: Payment Poster Managers / Supervisors HB BILLER- RESEARCH BILLER INCLUDES: TBD HB CLINICAL MANAGEMENT / CMUM INCLUDES: Clinical Department Managers / Clinical Charge Champions

4 HB Revenue Integrity INCLUDES: Revenue Integrity Professional Billing PB CHARGE ENTRY (I.E. NURSING HOME) INCLUDES: Practice and CBO staff who enter charges from outside Places of Service PB CHARGE REVIEW (CHARGE ENTRY) INCLUDES: Practice Charge Reviewers, Practice Managers, Billing Rep. MLHC-CBO, CBO- Billing/AR Representatives PB CHARGE REVIEW- CODING INCLUDES: Professional Coders and Professional Coding Manager PB CHARGE CAPTURE SUPERVISOR INCLUDES: Clinic Managers, Practice Managers, Professional Coding Manager, Electronic Data Interface Analyst, Billing AR Manager, MLHC System Analysts, Accounting Managers 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 PB REMITTANCE INCLUDES: Cash Analysts, Credit Balance Analyst, Payment Processors, Payment Posting Manager 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 PB INSURANCE PAYMENT POSTING SUPERVISOR INCLUDES: Electronic Data Interface Analyst, Lead Billing Rep MLHC, Billing AR Manager, MLHC System Analysts, Accounting Managers, Cash Supervisor PB INSURANCE FOLLOW-UP 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 PB INSURANCE FOLLOW-UP SUPERVISOR INCLUDES: Lead Billing/AR Representative, Billing AR Manager, MLHC System Analysts, Accounting Managers, Collections Supervisors, Electronic Data Interface Analyst, 4

5 Professional Coding Manager, Practice Managers, SBO- Managers, SBO- Patient Credits Supervisor, SBO- Self-Pay and Customer Service Supervisor 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 PB CREDIT ANALYST- INSURANCE SUPERVISOR INCLUDES: Cash Supervisors, Accounting Managers, Electronic Data Interface Analysts, Lead Billing Rep MLHC, Billing/AR manager, MLHC System Analysts Single Billing Office (SBO) SBO CUSTOMER SERVICE INCLUDES: Customer Service Representative, Patient Credit Balance Resolution Specialist, Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager 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 SBO CUSTOMER SERVICE AND SELF-PAY FOLLOW-UP SUPERVISOR INCLUDES: Customer Service and Self-Pay Supervisor, Patient Credits Supervisor and SBO Manager 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 SBO Support Staff INCLUDES: Billing Office Support Staff Cardiology CV NON-INVASIVE SCHEDULER / FRONT DESK INCLUDES: Cardiology imaging front desk personnel and Neurovascular imaging front desk personnel CV INVASIVE STAFF- RIDDLE CATH / INTERVENTIONAL RADIOLOGY INCLUDES: All techs and nurses working specifically in the Riddle Cath /EP/ IR department CV NON-INVASIVE NURSE

6 INCLUDES: Cardiovascular Imaging Department Nurses CV NON-INVASIVE TECHNOLOGIST INCLUDES: Cardiovascular and Neuro-Vascular Imaging Departments Staff to include Sonographers (Cardiac and Vascular) Nuclear Cardiology, Stress, EKG/Holter Monitor Technicians CV NON-INVASIVE MANAGER / ASSISTANT MANAGER INCLUDES: Managers, Department Coordinators, Leads CV INVASIVE LAB SCHEDULER INCLUDES: Invasive Services Schedulers and Cath Lab Medical Secretaries CV INVASIVE STAFF- Cardiac Cath / EP Labs (Including Neuro-Interventional at Bryn Mawr) INCLUDES: All CV Technologists and Nurses CV INVASIVE CARDIOLOGY - CHARGE ENTRY INCLUDES: Cardiology Charge Reviewer and Submitters for Invasive Labs CV REGISTRY ABSTRACTOR INCLUDES: Registry abstractors CV INVASIVE LAB MANAGER / ASSISTANT MANAGER INCLUDES: Cardiac Cath Lab Managers, Assistant Managers, Leads Anatomical Pathology LAB PATHOLOGY CYTOTECH- CYTOTECHNOLOGIST INCLUDES: AP Lab Managers, Cytotechnologist, Sr. Cytotechnologist and CYTO Lab Technicians LAB PATHOLOGY HISTOTECHNician INCLUDES: Histotechnician, Histotechnician Manager LAB PATHOLOGY GROSS ASSISTANT INCLUDES: Gross Assistant, AP Processor, PA / Lab Assistant LAB PATHOLOGY TRANSCRIPTIONIST- ADMINISTRATIVE ASSISTANT INCLUDES: Administrative Assistants Clinical Pathology LAB CLIENT SERVICES- CLIENT/CUSTOMER SERVICE REPRESENTATIVE INCLUDES: Client representatives, customer services representatives LAB TECH- MEDICAL TECHNOLOGIST INCLUDES: Med Techs, hematology techs, Chemistry Techs, med tech MANAGERS

7 LAB TECH- MICROBIOLOGY TECHNOLOGIST INCLUDES: Microbiology Techs and microbiology MANAGERS LAB PHLEBOTOMIST INCLUDES: phlebotomists and Phlebotomist MANAGERS 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 LAB SUPERVISOR / MANAGER CP INCLUDES: Lab Managers and Lab Supervisors LAB BLOOD BANKER- BLOOD BANK PROCESSORS INCLUDES: BLOOD BANK PROCESSORS Emergency Department EMERGENCY DEPARTMENT NURSE INCLUDES: ED Nurses, ED LPNs, ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators EMERGENCY DEPARTMENT TECHNICIAN INCLUDES: ED Techs, ED Nurse Externs Note: Ed Techs that also work as a unit secretary must also schedule Epic 2017 ED Unit Secretary EMERGENCY DEPARTMENT CLERK- UNIT SECRETARY INCLUDES: ED Unit Secretaries, ED Techs (that fulfill the role of Unit Secretary) EMERGENCY REGISTRAR INCLUDES: ER Registration Specialists, Patient Access Bed Coordinators, Patient Access Analysts, and Patient Access Site Managers and Supervisors EMERGENCY DEPARTMENT MANAGER INCLUDES: ED Nurse Managers, ED Clinical Coordinators, ED Administrative Coordinators Urgent Care URGENT CARE MEDICAL ASSISSTANT INCLUDES: Urgent Care Medical Assistants, Urgent Care Clinical Leads URGENT CARE NURSE- NEXTCARE NURSE INCLUDES: NEXTCARE NURSES

8 Health Information Management HIM ROI CLERK INCLUDES: ROI Clerks HIM ROI NAVIGATOR INCLUDES: ROI Clerks HIM ROI MANAGER INCLUDES: ROI Clerks HIM ROI STAFF- RELEASING OUTSIDE OF HIM INCLUDES: Anybody not in HIM releasing records HIM RECORD INTEGRITY TECH INCLUDES: Deficiency Analysts HIM RECORD INTEGRITY SPECIALIST INCLUDES: Deficiency Analysts HIM DEFICIENCY MANAGER INCLUDES: Deficiency Managers HIM PRIVACY OFFICER INCLUDES: Privacy Officer HIM CDI- CLINICAL DOCUMENTATION IMPLEMENTATION SPECIALIST INCLUDES: CDI Specialist HIM CODER- SIMPLE VISIT CODING (SVC) INCLUDES: Revenue Integrity Specialist HIM CODER INCLUDES: IP Coders, Rehab Coders, OP Coders and ED Coders HIM DATA INTEGRITY TECH INCLUDES: Data Integrity Specialists HIM TRANSCRIPTIONIST INCLUDES: Transcriptionist HIM CENTRALIZED SCANNER INCLUDES: HIM, MA, Billing Infection Control INFECTION CONTROL ADMINISTRATOR

9 INCLUDES: Infection Preventionists, Lead Infection Preventionists, Director of Infection Prevention ABSTRACTOR INCLUDES: Infection Prevention Abstractor 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 INPATIENT NURSE MANAGER INCLUDES: Nurse Manager, Clinical/Administrative Coordinators, and Nursing Supervisors INPATIENT NURSE- REHAB INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Rehab setting INPATIENT NURSE- BEHAVORIAL HEALTH INCLUDES: Nurses, Nurse Managers, Administrative Coordinators, Nursing Supervisors, Clinical Educators in the Behavioral Health setting 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 NUTRITION - DIETITIAN INCLUDES: Dietitian PATIENT CARE TECHNICIAN INPATIENT INCLUDES: Acute Care, Longer Term Care and Rehab Patient Care Tech, Obstetrics Tech, Obstetrics PCT and Certified Nursing Assistants INPATIENT QUALITY ASSURANCE INCLUDES: Abstractors, Managers, Patient Care Facilitators RESPIRATORY CARE PRACTITIONER INCLUDES: Respiratory Care Coordinators, Supervisors, Directors, Therapists THERAPIST INCLUDES: Acute Care, Longer Term Care and Rehab. OT/PT/SLP (Inpatient & Ambulatory) Inpatient Therapy Scheduling at BMRH

10 INCLUDES: Therapist, scheduling coordinator Epic 2017 Inpatient Therapy Scheduling at BMRH INPATIENT COORDINATOR- UNIT SECRETARY INCLUDES: Inpatient Acute Care, Longer Term Care Unit Secretaries and Rehab Unit Coordinators CLINICAL DOCUMENTATION- VIEW ONLY INCLUDES: QI Data Analysts, Therapy Aides, Research Associates, DVACO Care Coordinators and Analysts, Diet Clerks, and Radiation Therapy Physicists CASE MANAGER- CLINICAL CARE COORDINATION INCLUDES: Care Coordinators, Social Workers LTC MDS COORDINATOR INCLUDES: Long Term Care MDS Coordinators, Nurse Managers, Coordinators and Administrators LTC ACTIVITIES COORDINATOR- SPIRTUAL CARE- ART THERAPY INCLUDES: Chaplains, Spiritual Care Associates, Clinical Pastoral Educators, Art Therapists, Music Therapists, Activities Coordinators CLINICAL LIAISON- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Clinical Liaisons, Bryn Mawr Rehab Patient Access Staff. 55 IP THERAPY ANCILLARY- BRYN MAWR REHAB WHEEL CHAIR TECH INCLUDES: Bryn Mawr Rehab Wheel Chair Technician CASE MANAGER- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Care Managers PPS COORDINATOR- BRYN MAWR REHAB INCLUDES: Bryn Mawr Rehab Care Managers SLEEP LAB TECHNOLOGIST INCLUDES: Sleep Lab Technologists NEUROLOGY TECHNOLOGIST- NEURODIAGNOSTICS INCLUDES: Neurodiagnostic Technologists CARDIOLOGY TECHNOLOGIST INCLUDES: ECG Technologists PULMONARY TECHNOLOGIST INCLUDES: Pulmonary Function Lab Technologists Stork Labor and Delivery OBSTETRICS INPATIENT NURSE

11 INCLUDES: L & D Nurses, Nurse Managers, Administrative Coordinators, Clinical Educators OBSTETRICS UNIT CLERK INCLUDES: L & D Unit Secretaries OBSTETRICS LACTATION CONSULTANT INCLUDES: Lactation Consultants EpicCare Ambulatory CLINIC NURSE INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse OBSTETRICS OUTPATIENT NURSE Includes: OB Nurse, OB Medical Assistant AMBULATORY CLINIC MANAGER INCLUDES: Ambulatory Clinic Managers HIM DEFICIENCY ANALYST- CLINIC INCLUDES: Deficiency Analysts PERINATAL TESTING CENTER INCLUDES: PTC nurses CARDIAC / PULMONARY INCLUDES: Cardiac / Pulmonary Rehab Nurses CLINIC NURSE - WOUND NURSE INCLUDES: Wound Nurses ANCILLARY AUDIOLOGIST INCLUDES: Audiologist, Speech Pathologists DIABETES MANAGMENT INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Dieticians CARE MANAGEMENT INCLUDES: Ambulatory Care Managers SOCIAL WORK INCLUDES: Social Workers OPHTHALMOLOGY INCLUDES: Ophthalmology Technicians, Ophthalmology Physicians

12 PSYCHOLOGIST INCLUDES: Psychologist Oncology BEACON OUTPATIENT NURSE INCLUDES: Outpatient Chemotherapy Infusion Nurse BEACON INPATIENT NURSE INCLUDES: Inpatient Nurses on an Oncology unit CLINIC NURSE- RADIATION ONCOLOGY INCLUDES: Registered Nurses, Licensed Practice Nurses, Medical Assistants, Radiation Oncology Nurse BEACON NURSE NAVIGATOR INCLUDES: Nurse Navigators, Oncology Social Worker, Oncology Dietician, Music Therapist, Art Therapist WILLOW INPATIENT PHARMACIST INCLUDES: Pharmacists INTEGRATED RESEARCH COORDINATOR INCLUDES: Oncology/Cardiology Research coordinator BEACON TUMOR REGISTRAR INCLUDES: Tumor Registrar Infusion Scheduling INCLUDES: Scheduling staff who schedule Infusion/Transfusion appointments Epic 2017 Treatment Plan and Therapy Plan Scheduling Triage MLH AMB NON-CLINICAL SUPPORT- FRONT DESK STAFF INCLUDES: Front Desk staff for Triage Nurse CLINIC NURSE- TRIAGE INCLUDES: Triage Nurse Transplant PHOENIX TRANSPLANT COORDINATOR INCLUDES: Transplant coordinator, transplant super user PHOENIX CLINIC ASSISTANT- TRANSPLANT CARE TEAM INCLUDES: Social worker

13 Outpatient Scheduling and Registration CANDENCE CENTRAL SCHEDULER- REGISTRATION & SCHEDULING STAFF INCLUDES: Front Desk Staff for physician practices and Central Schedulers MLHC MA SCHEDULING AND REGISTRATION INCLUDES: MLHC Medical Assistants Outpatient Therapy Scheduling INCLUDES: scheduling coordinator Epic 2017 Outpatient Therapy Scheduling 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 WILLOW INPATIENT PHARMACY MANAGEMENT INCLUDES: Pharmacy Director, Pharmacy Managers, Inpatient Coordinators WILLOW INPATIENT PHARMACY TECHNICIAN INCLUDES: Pharmacy Technicians, Per Diem Pharmacy Technicians, Pharmacy Technician Supervisors, Pharmacy Inventory Control Coordinators Radiology RADIOLOGY TECHNOLOGIST NON-INVASIVE INCLUDES: All non-invasive technologists / Tech Aids except Breast Imaging area RADIOLOGY TECHNOLOGIST - INVASIVE INCLUDES: All invasive technologists / Tech Aids except Breast Imaging area RADIOLOGY BREAST IMAGING COORDINATOR INCLUDES: Breast Imaging Coordinators RADIOLOGY BREAST IMAGING TECHNOLOGIST INCLUDES: Breast Imaging Technologists and Tech Aids RADIOLOGY FRONT DESK- INTERVENTIONAL RADIOLOGY COORDINATOR INCLUDES: Interventional Radiology Coordinators RADIOLOGY NURSE INCLUDES: Nurses working in Radiology areas RADIOLOGY MANAGER

14 INCLUDES: Directors, Managers and Supervisors in Radiology Areas Surgical Services OPTIME SCHEDULER- SURGERY INCLUDES: OR Managers, Charge Nurses, Unit Secretaries, Schedulers OPTIME CHARGE POST INCLUDES: OR Charge Posters, OR Managers, Charge Nurses, Unit Secretaries OPTIME MANAGER INCLUDES: OR Directors, OR Managers OPTIME PREFERENCE CARD BUILDER INCLUDES: Preference Card Builders OPTIME PAT NURSE INCLUDES: PAT RN s, PAT NP s PRE-OP/PHASE II NURSE INCLUDES: Pre-Op and Discharge Nurses OPTIME INTRA-OP NURSE INCLUDES: Intra-Op Nurses RECOVERY NURSE- PACU INCLUDES: Recovery Room Nurses OPTIME GI NURSE- ENDOSCOPY INCLUDES: Endoscopy Nurses OPTIME PERFUSIONIST INCLUDES: Perfusionists, Perfusion Charge Posters 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 Prerequisite E-Learnings (1 hour 15 minutes) Pre-admit and admit patients for elective inpatient and outpatient procedures Assign a hospital billing account for new and existing patients Revenue & Access Products ADT051: Overview of Patient Station PRE051: Overview of Registration in a Hospital Setting 14

15 Update outdated guarantor and coverage information Add secondary coverage Manage events in Epic 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) 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 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 Prerequisite E Learnings (1 hour 45 minutes) 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 Revenue & Access Products ADT051: Overview of Patient Station PRE051: Overview of Registration in a Hospital Setting PRE052: Overview of Registration in an Outpatient Setting RPT001: Overview of Reports & Reporting Tools PRE050: Overview of Workqueues for Access 15

16 PRE054: Overview of the Interactive Face 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 Prerequisite E-Learnings (1 hour 15 minutes) 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 Revenue & Access Products ADT051: Overview of Patient Station PRE051: Overview of Registration in a 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 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 Prerequisite E-Learnings (1 hour 15 minutes) 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 Revenue & Access Products ADT051: Overview of Patient Station PRE051: Overview of Registration in a Hospital Setting PRE052: Overview of Registration in an 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) 16

17 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 Prerequisite E-Learnings (1 hour 15 minutes) Course Length: 3 hours Search for a new and/or existing patient. Arrive a patient to L & D Admit and discharge a patient Correct coverage information 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 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) Course Length: 5 hours Update guarantor & coverage information Identify patients that qualify for financial assistance Collect and verify benefit information Enter authorization information and patient estimates Revenue & Access Products ADT051: Overview of Patient Station PRE051: Overview of Registration in a Hospital Setting PRE052: Overview of Registration in an 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 Prerequisite E-Learnings (1 hour) Create a reservation for a patient Revenue & Access Products ADT051: Overview of Patient Station 17

18 Assign a bed Manage bed requests Analyze hospital occupancy data 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 Prerequisite E-Learnings (30 minutes) Utilize the EVS Command Center regarding bed cleaning, breaks & lunches Complete and assign patient and nonpatient tasks Reports in Hyperspace ADT EVS USER Revenue & Access Products ADT019: Cleaning Beds ADT020: Managing EVS INCLUDES: Environmental Services Director/Manager, Environmental Services Supervisor, Environmental Services Team Leader, Environmental Care Associates, And Environmental Services Assistant. Epic 2017 EVS 100 Prerequisite E-Learnings (30 minutes) Course Length: 2 hours In this course, you learn how to: 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 Revenue & Access Products ADT019: Cleaning Beds ADT TRANSPORT MANAGER INCLUDES: Transport Director/Managers, Transport Supervisors, Customer Service Center Supervisors, Transport Team Leaders. Epic 2017 Transport Manager 100 Prerequisite E-Learnings (30 minutes) 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 Revenue & Access Products ADT021: Transport Patient & Non-Patient ADT022: Managing Transport 18

19 Run transport reports ADT TRANSPORT USER AT RIDDLE INCLUDES: Transport Director/Managers, Transport Supervisors, Transporters, Patient Support Techs Epic 2017 Transport 101 Prerequisite E Learnings (30 minutes) Course Length: 2 hours 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 Revenue & Access Products 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 REG TRANSFER CENTER STAFF Prerequisite E-Learnings (30 minutes) Revenue & Access Products ADT021: Transport Patient & Non-Patient INCLUDES: Transfer Center Managers, Transfer Center Nurses Epic 2017 Transfer Center 100 Prerequisite E-Learning Course Length: New module currently in process of creation ESSENTIALS FOR REGISTRATION- PB INCLUDES: Central Business Office for Professional Billing Epic 2017 Registration Basics- PB Prerequisite E-Learnings 35 Minutes In this course you will learn how to: Log in and out Look up patient records Enter patient demographics Enter guarantor accounts and coverage Update registration Revenue and Access Products 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- HB Prerequisite E-Learnings 35 Minutes 19

20 In this course you will learn how to: Log in and out Look up patient records Enter patient demographics Enter guarantor accounts and coverage Update registration Revenue and Access Products PRE054: Overview of the Interactive Face Sheet PRE052: Overview of Registration in a Clinic Setting 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) Prerequisite E-Learnings (1 hour) 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 Correct clearinghouse errors Fix DNB checks and stop bills Work claim edit workqueues RHB003: Overview of the Revenue Cycle 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 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 20

21 INCLUDES: Billing / Accounts Receivable Representatives, Managers / Supervisors Billing / AR Epic 2017 RHB Insurance Follow-up 100 Prerequisite E-Learnings (1 hour 15 minutes) Work denials Follow up on outstanding claims Work variances Initiate refunds Revenue and Access Products 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 Course Length: 2 hours Reviewing adjustments Use the dashboard Analyze user productivity Run reports to identify bucket and denial information Prerequisite E-Learning (8 minutes) RPT005: Run and manage Reports Prerequisite Courses (4 hours) Epic 2017 RHB Insurance Follow-up 100 HB CASHIER INCLUDES: Hospital Cashiers Epic 2017 HB Cashiers Update Registration information Overview of Account Maintenance Enterprise POS payment posting Cash drawer Prerequisite E-Learnings (1 hour) Revenue and Access Products PRE052: Overview of Registration in an Outpatient Clinic Setting PRE051: Overview of Registration in a Hospital Setting PRE054 Overview of the Interactive Face Sheet SBO004: Overview of the Revenue Cycle for Single Billing Office SBO072: Account Maintenance for SBO Customer Service and Self-Pay Follow- Up 21

22 RHB006: Overview of Account Activities HB CASHIER- INSURANCE PAYMENT POSTING INCLUDES: Payment processors, payment analysts, managers / supervisors Billing / AR Epic 2017 RHB Insurance Payment Poster 100 Prerequisite E-Learnings (1 hour 45 minutes) 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 HB CASHIER- INSURANCE PAYMENT POSTING MANAGER INCLUDES: Payment Poster Managers / Supervisors Epic 2017 RHB HB Payment Poster Manager Course Length: 2 hours In this course, you will learn to: Use the dashboard Analyze key metrics found on the dashboard Analyze user productivity Run reports to monitor cash drawer totals and payment batches RHB003: Overview of the Revenue Cycle 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 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 Course Length: 2 hours In this course, you will learn to: Review research accounts Review research charges Prerequisite E-Learnings (1 hour) RHB003: Overview of the Revenue Cycle Revenue and Access Products RHB022: Account Maintenance for Billers RHB004: Overview of Account Workqueues RHB006: Overview of Billing Activities RHB007: Overview of Account Errors and Flags 22

23 RSCHB080: Overview of the Research Billing Activity HB CLINICAL MANAGEMENT / CMUM INCLUDES: Clinical Department Managers / Clinical Charge Champions Epic 2017 Clinical Department Manager 100 Prerequisite E-Learnings (1 hour) In this course, you will learn to: Identify charge sources Enter and review charges Identify potential revenue Monitor department revenue Revenue and Access Products 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 HB Revenue Integrity INCLUDES: Revenue Integrity Epic 2017 Revenue Integrity 100 Course Length: 6 hours In this course, you will learn to: Identify charge sources Enter and review charges Identify potential revenue Monitor department revenue Work claim edit workqueues Work denials Prerequisite E-Learnings (1 hour) Revenue and Access Products 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 Prerequisite E-Learnings (40 minutes) 200 In this course you will learn: Charge Ticket Basics Entering Information from charge Tickets Entering Charges from an outside place of Service PB CHARGE REVIEW (CHARGE ENTRY) 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 RPT005: Run and Manage Reports INCLUDES: Practice Charge Reviewers, Practice Managers, Billing Rep. MLHC-CBO, CBO- Billing/AR Representatives 23

24 Epic 2017 PB Charge Review 100 and 200 Course Length: 3 hour Reviewing and Correcting Charge Errors Prerequisite E-Learning (39 minutes) 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 INCLUDES: Professional Coders and Professional Coding Manager Epic 2017 PB Charge Review Coding 100 and 200 Course Length: 3 hour Reviewing and Correcting Charge Errors Reviewing Charges for Coding Accuracy Prerequisite E-Learning (39 minutes) 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 Prerequisite E-Learning (8 minutes) Course Length: 3 hours In this course you will learn how to: Reviewing and Correcting Charge Errors- Supervisor Deleting charge session Monitoring Charge Review Reconcile inpatient professional charges PB CLAIMS 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 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 Prerequisite E-Learnings (40 minutes) In this course, you will learn: How claims are checked for errors How claims with errors are categorized Where Epic stores claims with errors How to fix claims with errors Revenue and Access Products SBO001: Introduction to Single Billing Office Concepts RPB054:Overview of Claims RPB055: Overview of Claim Edit Workqueues 24

25 PB REMITTANCE INCLUDES: Cash Analysts, Credit Balance Analyst, Payment Processors, Payment Posting Manager Epic 2017 PB Remittance 100, 101, 200 and Prerequisite E-Learnings (35 minutes) 201 Process remittance for checks that are loaded or unloaded 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 Revenue and Access Products SBO001: Introduction to Single Billing Office RPB056: Overview of Electronic Remittance 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 Prerequisite E-Learnings (55 minutes) and 200 In this course, you will learn: How to post recoupments How to post denials How to post payments from crossover payers Posting a payment Overriding an Allowed Amount PB INSURANCE PAYMENT POSTING SUPERVISOR Revenue and Access Products RPB057: Overview of Payment Posting RPB051: Overview of Professional Billing Revenue Cycle PRE052: Overview of Registration in an Outpatient Clinic Setting 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 Prerequisite E-Learnings (10 minutes) Course Length: 2 hours 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 RPT005: Run and Manage Reports Prerequisite Course (2.5 hours) Epic 2017 PB Insurance Payment Posting 100 and

26 Running the Enterprise Weekly Cash Control Groups PB INSURANCE FOLLOW-UP 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 Course Length: 5 hours Following up on an outstanding claim Resubmitting an outstanding claim Resolving coding Denials Resolving a Denial with NRP Reviewing Coverage Changes PB INSURANCE FOLLOW-UP SUPERVISOR Prerequisite E-Learnings (38 minutes) Revenue and Access Products SBO001: Introduction to Single Billing Office Concepts PRE052: Overview of Registration in an Outpatient Clinic Setting REV150: SmartTools for the Billing Office RPB077: Overview of Follow-Up Work queues 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 Prerequisite E-Learning (8 minutes) 100 RPT005: Run and Manage Reports Course Length: 3 hours Prerequisite Courses (3 hours) In this course, you will learn: 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 PB CREDIT ANALYST- INSURANCE Epic 2017 PB Insurance Follow-Up 100 and 200 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 Prerequisite E-Learnings (35 minutes) and 200 Course Length: 3 hours In this course, you learn how to: Resolve insurance undistributed and over posted credits using credit workqueues Revenue and Access Products SBO01: Introduction to Single Billing Office Concepts PRE052: Overview of Registration in an Outpatient Clinic Setting 26

27 Resolving duplicate payments RPB065: Overview of Credits PB CREDIT ANALYST- INSURANCE SUPERVISOR 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 Prerequisite E-Learning (8minutes) Course Length: 3 hours Review and act on refund requests made by credit specialists Use the dashboard and reports to monitor credit metrics and track productivity of users Single Billing Office (SBO) RPT005: Run and Manage Reports Prerequisite Courses (2 hours) Epic 2017 PB Insurance Credit Specialist 100 and 200 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- Prerequisite E-Learnings (1 hour) 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 Term/delete coverages Update guarantor information Explore registration Work with guarantors 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- 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 Prerequisite E-Learnings (1 hour 20 minutes) Assistance and Print Estimates 100 Revenue and Access Products PRE052: Overview of Registration in an Outpatient Clinic Setting Update Registration information 27

28 Use Real Time Eligibility Create a Financial Assistance Case Print estimates 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 Prerequisite Course (8 hours) Supervisor 100 Epic 2017 SBO Customer Service 100 Course Length: 1 hour Run reports using the dashboard Analyze user productivity 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 Prerequisite E-Learnings (1 hour) 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 SBO001: Introduction to Single Billing Office Concepts PRE052: Overview of Registration in a Clinic Setting PRE051: Overview of Registration in a Hospital Setting SBO004: Overview of the Revenue Cycle for Single Billing Office RPB065: Overview of Credits RPT005: Run and Manage Reports SBO Support Staff INCLUDES: Billing Office Support Staff Epic 2017 SBO Support Staff Course Length: 2 hours In this course, you will learn to: Introduction to Epic Navigate Patient Registration and Account Maintenance Scanning Prerequisite E-Learnings (1 hour) Revenue and Access Products RHB003: Overview of the Revenue Cycle RHB006: Overview of Billing Activities 28

29 Cardiology CV NON-INVASIVE SCHEDULER / FRONT DESK INCLUDES: Cardiology imaging front desk personnel and Neurovascular imaging front desk personnel. Epic 2017 Cupid Non-Invasive Scheduler/ Prerequisite E-Learnings (23 minutes) Front Desk 100 CLNAMB001: Overview of Hyperspace Course Length: 5 hours RAD051: Intro to Ancillary Ordering CAR050: Report Settings Enter, change, and cancel orders using Ancillary Orders Schedule, cancel, and reschedule appointments Check in patients 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 STAFF- RIDDLE CATH / INTERVENTIONAL RADIOLOGY INCLUDES: All techs and nurses working specifically in the Riddle Cath /EP/ IR department Epic 2017 Riddle Cath / IR Invasive Staff 100 In this course, you will learn to: Overview of Status Board and Snapboard Preprocedure Documentation Nurse Intraprocedure for IR Appt. Tech Workflow for IR Appt. Intraprocedure Documentation for Cath / EP Post procedure Documentation Stem Workflow Prerequisites E-Learnings (43 minutes) CLNAMB001: Overview of Hyperspace in an Outpatient Setting CLN058: Overview of a Navigator CAR054: Overview of Procedure Log RAD054: Overview of Radiology Tech Worklist CAR050: Overview of Report Settings RAD053: Overview of the Narrator CV NON-INVASIVE NURSE INCLUDES: Cardiovascular Imaging Department Nurses Epic 2017 Cupid Non-Invasive Nurse 100 Prerequisite E-Learnings (28 minutes) Course Length: 6 hours 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 29

30 CV NON-INVASIVE TECHNOLOGIST INCLUDES: Cardiovascular and Neuro-Vascular Imaging Departments Staff to include Sonographers (Cardiac and Vascular) Nuclear Cardiology, Stress, EKG/Holter Monitor Technicians Epic 2017 Cupid Non-Invasive Technologist Prerequisite E-Learnings (33 minutes) 100 Use Ancillary Orders to place, change, copy, and cancel orders. Use the Schedule Orders report Begin and End exams from the Technologist Work List. Enter tech-recorded findings using Study Review CV NON-INVASIVE MANAGER / ASSISTANT MANAGER CLNAMB001: Overview of Hyperspace RAD054: Overview of the Technologist Work List CAR050: Report Settings RAD051: Intro to Ancillary Ordering CLN058: Overview of a Navigator INCLUDES: Managers, Department Coordinators, Leads Epic 2017 Cupid Non- Invasive Manager Prerequisite E-Learnings (60 minutes) Course Length: 3 hours Correct errors in cardiology documentation Use reporting tools to resolve and assign unsigned imaging studies Overview of reporting tools from the dashboard CV INVASIVE LAB SCHEDULER 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 RAD051: Intro to Ancillary Orders RAD053: Overview of the Narrator RAD054: Overview of Technologist Work List CLN058: Overview of a Navigator INCLUDES: Invasive Services Schedulers and Cath Lab Medical Secretaries Epic 2017 Cupid Invasive Scheduler/ Front Prerequisite E-Learnings (23 minutes) Desk 100 CLNAMB001: Overview of Hyperspace Course Length: 5 hours CAR052: Intro to Case Creation CAR050: Report Settings Use Case Entry to create a case request Use the Snapboard to schedule cases Cancel, reschedule, and edit cases Use Case Entry to edit and void cases Prerequisite Courses (12 Hours) Invasive Cardiology Central Schedulers should take the below two classes first: Epic 2017 Schegistration 100 Epic 2017 Schegistration