UNC HEALTH CARE ROLE-BASED TRAINING PLANS & COURSE CATALOG

UNC HEALTH CARE ROLE-BASED TRAINING PLANS & COURSE CATALOG EPIC@UNC 2014 IMPLEMENTATIONS UPDATED: SUNDAY, FEBRUARY 08, 2015

TABLE OF CONTENTS Epic@UNC... 5 Implementation Dates & Locations... 5 Epic@UNC Training Program... 5 Training Methodology... 7 Pre-learning, Prerequisites, Class Registration, & Assessments... 7 Training dates to remember... 7 Role-based Training Plans in LMS... 8 Course Catalog... 8 E-Learning Courses... 8 Epic@UNC Training Facility Guidelines & Location... 9 Location #1: Learning Street... 9 Location #2: 600 Eastowne Drive, Chapel Hill, NC 27514... 11 Location #3: High Point Training for Providers... 13 Location #4: Caldwell Training Location... 14 Other Training Information for all facilities... 16 Epic@UNC Training & Support Team... 17 Instructional Designers... 17 Credentialed Trainers... 17 Super User Coordinators... 18 Super Users... 18 Contractor Super Users ( Elbow Support )... 18 End Users... 18 LMS Instruction Guide... 19 How to Register for a Training Plan as a Manager... 19 How to use my To Do list... 24 How to Cancel From an Activity... 25 How to find an E-Learning Course... 26 Training Plan Quick Reference... 29 Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 2

Contacts:... 29 Providers... 30 Pharmacy (McCreary Cancer Center only)... 32 Access & Revenue Non-Provider... 33 Ambulatory Non-Provider... 36 Reporting... 40 Research... 41 Read Only... 42 Beacon Oncology... 43 Oncology Provider... 43 Ambulatory Oncology Nurse... 44 Oncology Pharmacist... 45 Tumor Registrar... 46 Cadence Registration & Scheduling... 47 Schegistrar 100... 47 Schegistrar 101... 47 Front Desk 200... 48 Schegistrar Supervisor... 48 Provider Template Editing... 48 Lab der Entry & Check-In... 49 EpicCare Ambulatory... 50 Ambulatory Provider 100... 50 Ambulatory Provider Prenatal Care... 50 Ambulatory Provider 200... 51 Ambulatory Nurse... 51 Ambulatory Prenatal Nurse... 52 Ambulatory Ancillary Clinician... 52 Advanced Workflows for Ambulatory Nurse... 53 Ambulatory Anti-Coagulation Clinician... 53 Ambulatory Clinic Manager 100... 54 Health Information Management... 55 Coder 100... 55 Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 3

Identity... 56 Data Integrity 100... 56 Personalization & Voice Recognition... 57 Personalization Lab 100... 57 Dragon Voice Recognition Lab 100... 57 Radar & Reporting Workbench... 58 ISDBI4.0-2 Business Intelligence 4.0 New User... 58 Epic@UNC Reporting... 58 Research... 59 Research Basics 100... 59 Research Administration 100... 59 Research Coordinator 200... 59 Research Non-Clinician dering and Documentation... 60 Resolute Professional Billing... 61 Hospital & Professional Epic@UNC Billing Fundamentals... 61 Professional Billing Charge Entry... 61 Professional Billing Coder... 62 Professional Billing Professional Billing Charge Capture Management... 62 Professional Billing Payment Poster... 63 Professional Billing Insurance Follow-Up & Reviewing Claims... 63 Professional Billing Customer Service & Financial Counselor... 64 Resolute Hospital Billing (McCreary Cancer Center only)... 65 Hospital Billing Charge Entry 100... 65 Willow Inpatient Pharmacy... 66 Pharmacist Day 1... 66 Pharmacist Day 2... 66 Epic E-Learning Course Index... 67 Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 4

Epic@UNC Our goal with the Epic@UNC project is to create an information system solution across all UNC Health Care locations integrating patient access, ambulatory, clinical, inpatient, and revenue workflows. When fully implemented, Epic@UNC provides one patient ID, one problem list, one medication list, and one bill. Epic@UNC utilizes a single database ensuring reliability of information, workflow efficiency, and a complete portal for our patients, providers, and co-workers. This transformation allows us to share information, generate meaningful reports, conduct research, and identify opportunities for process improvements. Implementation Dates & Locations Description Go-Live #1 Go-Live #2 Go-Live #3 - Ambulatory Affiliates Implementation Date UNC Health Care Locations Go-Live #4 - Inpatient Affiliates April 4, 2014 June 20, 2014 May 5, 2015 Date in 2016 UNC Hospitals UNC Faculty Physicians Chatham Hospital UNC Physicians Network West Rex Healthcare Rex LLC UNC Physician Network East High Point Health Care clinics Caldwell Health Care clinics Johnston Co. Health Care clinics Lumberton Cardiology Nash Neurosurgery High Point Hospital Caldwell Hospital Johnston Co. Hospital Pardee Hospital & Clinics Epic@UNC Training Program The goal for Epic@UNC training is to deliver a constructive, interactive, and self-motivated training program that allows users to develop knowledge, skill, and confidence using Epic@UNC. The ultimate goal of the Epic@UNC training program is to ensure a safe and high quality experience for our patients from the first day our go-live. Epic@UNC replaces the existing systems you are currently familiar with to do your job. All the components of this training program exist to assure patient safety and quality care by providing you with a similar familiarity when using the Epic@UNC integrated system. For Go-Lives #1 and #2, we provided Epic@UNC training to more than 12,000 colleagues working at several hundred locations across North Carolina. With the upcoming affiliate locations, thousands of more colleagues will be added. Our Epic@UNC Training Program is based on the following Guiding Principles established at the outset of this project. UNC Health Care requires Epic@UNC training and a proficiency test for all users. Users will not receive log-on credentials until a proficiency test is passed. This is a no pass, no access policy. Proficiency is a condition of medical staff privileges. Training is required and will be compensated under standard work policies. Assessments to determine proficiency are administered at the end of instructor-led class and require a minimum score of 80%. Failure to achieve a minimum score of 80% after three attempts requires a repeat Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 5

of the appropriate instructor-led class before advancing to the next step in the Training Plan toward receiving system access to the Epic@UNC application. The Epic@UNC Training Team is committed to provide our customers with a meaningful learning experience. We have an excellent team of smart, creative, energetic, and loyal people conscientiously working to design, develop, and deliver appropriate training for our go-live events as well as ongoing training with an infrastructure to support and sustain user readiness. Team roles and responsibilities align with our objective to help you learn to use Epic@UNC and ensure you have the information necessary to complete the correct Training Plan for your role. I encourage you to read the information contained in this Training Plan document as it provides a lot of important and useful information. If you have questions or need more information, please send an email to epictraining@unch.unc.edu. ATTENTION IF YOU PRINT THIS DOCUMENT: Training Plans and course information in this document may change as Instructional Designers and Analysts adjust the build, testing, and confirmation requirements of the Epic@UNC project. Refer to the As of MM/DD/YYYY located in the document footer for the current updated information. Dean Hondros Epic@UNC Training Manager Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 6

Training Methodology Learning Epic@UNC involves a blended approach of E-Learning courses, hands-on classroom instruction, 80% or better on after-class assessments, access to a Playground environment for self-initiated practice, and proficiency checks with a Super User from your work area. Practice using Playground reinforces proficiency and confidence prior to go-live. Providers gain production access during the Personalization and Voice Recognition Lab to customize their own profile using Smart phrases, text, commands, etc. Continuation of profile customization is an option at provider labs within hospital locations prior to the date of go-live. Pre learning, Prerequisites, Class Registration, & Assessments Completion of the correct role-based Training Plan is the responsibility of each person and their direct manager to ensure Epic@UNC application access is correct. The LMS (Learning Made Simple) learning management system tracks registration, completion of E-Learning courses, class attendance, and assessment scores for demonstration of proficiency. Training dates to remember Description Ambulatory Go-Live Implementation Date May 5, 2015 UNC Health Care Locations Affiliate Ambulatory Practices (High Point, Caldwell, Johnston, etc.) Epic 2014 E-Learning courses available in LMS Class schedules available in LMS for registration Post go-live class schedules available in LMS for new employees and providers January 26, 2015 Access to the LMS is required February 9, 2015 Schedules provided in the LMS in 2015 Early registration is the best action to ensure a seat in the classes required for each role. Complete E- Learning courses and prerequisite instructor-led courses so that you are prepared for each class in your Training Plan. Coming prepared also helps avoid delays with class end time from having to use unplanned class time to provide this instruction. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 7

Role based Training Plans in LMS Each Training Plan combines E-Learning and role-based core instructor-led courses required for access to the Epic@UNC application. Training Plans include courses from one or more Epic@UNC Applications. Each role-based Training Plan is configured in the LMS to assist end users with the registration process to ensure completion of each training activity to gain access to Epic@UNC. ATTENTION IF YOU PRINT THIS DOCUMENT: Training Plans and course information in this document may change as Instructional Designers and Analysts adjust the build, testing, and confirmation requirements of the Epic@UNC project. Refer to the As of MM/DD/YYYY located in the document footer for the current updated information. Course Catalog The Course Catalog section is organized according to Epic@UNC Applications and provides additional details about the courses in your Training Plan. Application Epic@UNC Course Course Length Roles Course Description Pre-learning or E-Learning Prerequisites Course prerequisites Post-learning Class location Epic@UNC application The name of the course The duration of the class from Start to End. Comfort breaks are included for all classes. A 30-60-minute meal break is included for courses with 6 or more hours of content. Who performs the work High-level content summary Online lessons to prepare you for the instructor-led class. Includes content to reduce instructor-led class time. Average duration of 5-10 minutes for each E-Learning course. Note: Failure to complete pre-learning before coming to class may result in the instructor having to teach content not included in the time allocated for the class and could delay end time. Course or courses that must be completed before taking the course. Recommended learning following class to advance knowledge and skill. Information about a class location other than the UNC Learning Street training center. E Learning Courses The Epic 2014 E-Learning courses provide an efficient method to begin learning about the Epic 2014 foundation system. These courses serve as pre-learning or prerequisites to instructor-led classes and refreshers for workflows, navigations, and functions of the Epic 2014 applications. Take advantage of the opportunity to take as many E-Learning courses as you like while preparing for our Epic@UNC implementation. Refer to the Epic E-Learning Course Index at the end of this document for a list of courses available in the LMS as of January 26, 2015. The average duration of each E-Learning course is between five and fifteen minutes. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 8

Epic@UNC Training Facility Guidelines & Location Classes for the Epic@UNC Ambulatory Affiliate Go-live event are being taught at few different facilities: Location #1: Learning Street Learning Street, our Epic@UNC training center at 1001 Airport Blvd, Morrisville, NC 27560 (formerly known as the Morrisville Outlet Mall). Learning Street is located on the back side of the mall. Directions From I-40 Eastbound (High Point): Take I-40 East to exit 284A, turn right onto Airport Blvd. Turn right onto Factory Shops Road, and go all the way to the end of the street. Turn left, and then left again at the next stop sign. Turn left again into the Learning Street parking lot. From I-40 Westbound (Johnston): Take I-40 East to exit 284, turn left onto Airport Blvd. Cross over the bridge, then turn right onto Factory Shops Road, and go all the way to the end of the street. Turn left, and then left again at the next stop sign. Turn left again into the Learning Street parking lot. Learning Street has 21 classrooms, ample parking, and a food court to accommodate the training demands of providers and co-workers in classes. The majority of training will be held at Learning Street. IMPORTANT REMINDERS: Classroom names appears in the confirmation email you receive from the LMS upon registering for a class. When arriving at Learning Street, check in with the front desk and with the information on monitors and directional signs to locate the correct classroom. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 9

Logistics for Learning Street The Learning Street classrooms are accessible from inside the mall. You can only enter Learning Street through the mall. There are no exterior entrances. There are 21 classrooms in Learning Street. A greeter sits at the entrance to help get you to the correct class. The classrooms are organized in alphabetical order, starting with Apple going all the way to Honey Locust. Please wear your badge for identification purposes. There is a food court at the mall, including: Asian Cafe Greek Fiesta Philly Steak Subway Peet s Coffee When you go on break or lunch, you must reenter Learning Street through the main entrance. Parking is free; however, you cannot park at Learning Street overnight. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 10

Location #2: 600 Eastowne Drive, Chapel Hill, NC 27514 Due to the number of classes being held at Learning Street, we have to schedule some classes at our administrative office location at 600 Eastowne Drive, Chapel Hill, NC 27514, located right off the 15/501 exit on Interstate 40. Directions From I-40 Eastbound (High Point): Take Exit 270, 15/501. The traffic light at the end of the exit ramp is the intersection with 15/501 or Durham-Chapel Hill Boulevard. Make a right turn at this light. Make a right turn at the next traffic light onto Eastowne Drive. From I-40 Westbound (Johnston): Take Exit 270, 15/501. The traffic light at the end of the exit ramp is the intersection with 15/501 or Durham-Chapel Hill Boulevard. Make a left turn at this light. Make a right turn at the 2 nd traffic light onto Eastowne Drive. Here is a map to show where you can park in front of 600 and 700. DO NOT PARK IN THE 800 LOT. It is outlined in RED. Please respect our 800 neighbors. If you park in the 800 lot, you could be towed. You can use the additional parking area behind 600 and then walk around the front of 600 to get to the training rooms. Training located in front corner of building 600, 1 st floor. Must access the training rooms through this entrance. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 11

Logistics for Eastowne The Eastowne classrooms are accessible on the 1 st floor of the 600 building. You cannot get to the training labs through the 600 building you must enter from the front exterior of the building. Your badge may not work to gain entry to the secure building, but someone should be standing to let you into the facility. Please wear your badge for identification purposes. If someone is not there to let you in, you can pick up the phone by the door and someone can let you in remotely. There are 2 classrooms in Eastowne Classrooms 1 and 2. There is a sign to direct you to the correct classroom. There are snack machines by the training labs. There are numerous restaurants nearby that are easily accessible during lunch. Parking is free; however, please note the parking limitations on the previous page. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 12

Location #3: High Point Training for Providers Most High Point non-provider training is taking place at Learning Street or through a remote training session. The provider-level training is taking place in the 404 Westwood Building in High Point. Directions from High Point Regional (less than 0.2 miles away) Turn right onto N Elm St Take the 1st right onto W Westwood Ave Destination will be on the left Logistics for 404 Westwood The building houses individual offices in addition to the training rooms. Training rooms are on the 3 rd floor. Turn left off of the elevator, and then left down the hall. The training room is the first door on your left. The exterior doors should be unlocked or a trainer will meet you at the door. If not, call the security office number 336-878-2249, 24 hours a day. Please wear your badge for identification purposes. Parking is free; however, you may need to park behind the building during the day. There are vending machines in the lobby and the hospital cafeteria is in the next building. There are restaurants a few blocks away as well. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 13

Location #4: Caldwell Training Location Epic@UNC training at Caldwell will be held in one of two locations: 348 Harper Avenue SW, Lenoir, NC (either classroom A or B) Hospital IT Classroom, 321 Mulberry Street SW, Lenoir, NC Parking is designated by the red box above. You must park in the designated area during business hours (8 5) Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 14

Logistics for 348 Harper Avenue There is no way to clock in from this facility, so you must communicate with your manager regarding time spent so he or she can update your time card. If you are commuting to training from your worksite, clock in as usual at your worksite and stay clocked in during your commute. Please wear your badge for identification purposes. There is a break room where you can store your lunch or a snack. There is a coffee machine as well. There are also restaurants close by. Parking at this facility is limited, but free. You are STRONGLY ENCOURAGED to carpool whenever possible since parking will fill up quickly. If you do park at the Harper Avenue location during the day, please park on the RIGHT SIDE of the parking lot. There are other businesses not related to Caldwell training located in the building. Logistics for the Hospital IT Classroom There is a way to clock in at this facility, so follow your normal process. If you are commuting to training from your worksite, clock in as usual at your worksite and stay clocked in during your commute. Please wear your badge for identification purposes. The room is adjacent to the Hospital cafeteria, which should be accessible for snacks or lunch. See parking guidelines described on the previous page. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 15

Other Training Information for all facilities Parking and Transportation at Training Facilities Parking is available at all training facilities at no charge. Please be conscious of your surroundings and keep valuables out of sight in your car. Lock your car while in the training class. Personal comfort, food, beverages, and electronic devices We want you to feel comfortable when attending training. Make a note of the following guidelines when preparing to attend training. Dress in layers to accommodate personal preference. We require a fragrance-free environment due to health conditions triggered from sensitivity to scents. Food is not permitted in the classrooms. Covered beverage containers may be permitted in the classroom. Break room space is available if you want to bring food for breaks or a meal. Food may be purchased in the Food Court at Learning Street and there are restaurants and food trucks at Eastowne. Restaurants are close to the other training rooms for food. Turn electronic devices to stun or silence during class. Power outlets are often not available in the classroom to charge laptop or electronic devices. Adverse weather If adverse weather threatens or cancels classes, we will communicate through the email listed for you in the LMS (Learning Management System). Please monitor this email for updates on classes. Ongoing Epic@UNC Training New employees, providers, incoming house staff, medical, nursing, pharmacy, and other clinical students complete the same Epic@UNC training requirements as those for the 2014 go-live implementations. A plan is being worked out now. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 16

Epic@UNC Training & Support Team Instructional Designers Our 19-member team of Instructional Designers (IDs) is part of the Epic@UNC Core Team. These individuals are certified in many different Epic 2014 applications and are responsible for developing all aspects of our Epic@UNC training including: Planning the curriculum. Building and maintaining the training environment. Constructing scenario-based instruction within the training environment. Setting the class schedules. Training and credentialing our Credentialed Trainers. Conducting provider personalization instruction and coaching. Epic Certification requires completion of required training at the Epic Training Campus in Verona, Wisconsin, demonstrated mastery of material, and completion of projects. Epic Application ADT Registration, Admission, Discharge, Transfer ASAP Emergency Department Beacon Oncology Beaker Lab Cadence Schegistration Cupid Cardiology EpicCare Ambulatory & My Chart EpicCare Ambulatory & Phoenix EpicCare Ambulatory & Kaleidoscope EpicCare Inpatient ders EpicCare Inpatient ders EpicCare Inpatient Documentation EpicCare Inpatient Documentation & Stork Obstetrics HIM, Identity & Reporting Workbench OpTime Surgical Services & Anesthesia OpTime Surgical Services & Anesthesia Radiant Radiology & Cardiology Resolute Hospital Billing Resolute Professional Billing & Research Willow Inpatient Pharmacy ID Name Lisa Haskins Cathy Jarboe Amy Coghill Tosin Oyeyemi-Komolafe Anna Salciccia Amanda Shirley Peg Miller Lauren Womack Craig Brown Colleen Anderberg Karen Goeke-Austin Irene Urko Tanya Alvord John Butler Cynthia Garrett Sara Chalmers Lucian Grey Anne Sargent Denise Ellington Amanda Shirley Credentialed Trainers Credentialed Trainers (CTs) are the classroom instructors who will teach Epic@UNC to all UNC Health Care providers and co-workers. They are responsible for ensuring that each user completes his or her required training plan to gain access to Epic@UNC. We are in the process of hiring Credentialed Trainers to join our training team for a three-month appointment that begins in early February. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 17

Read the Training Plan pages for Epic@UNC role-based training requirements that include one or more Epic@UNC application and workflow. Read the application-specific pages for information about the rolebased training within each Epic@UNC application. Super User Coordinators Our Super User Coordinators work directly with providers and co-workers to ensure they have the information necessary for their support role and to assist in scheduling their training. Super Users Super Users (SUs) focus their attention during and following go-live by actively supporting Epic@UNC and ensuring users know how to use Epic@UNC properly in their work area. We have already started the process of identifying the super users to help support this rollout in 2015. In most cases, Super Users concentrate on supporting the team in their area. For example, a nurse working in a clinic provides support to his or her co-workers in that clinic or facility. She would typically not be asked to support a clinic in another city. Super Users begin their training with a two-hour orientation session. These orientation sessions will be communicated soon. Then, each Super User receives the appropriate Epic@UNC training for their job. Super User classes start 2-3 weeks prior to the End User Training. Following this initial training, Super Users are expected to sit in again on the same job-appropriate Epic@UNC training when it is held during End User Training. During this time, Super Users continue developing proficiency and assist the Credentialed Trainer with questions about operational practices or processes. Finally, Super Users attend a two-hour Readiness Session in the week before their Go-live to ensure they are prepared to provide support on their unit, clinic, or work area. During this Readiness Session, Super Users receive all of the necessary details, instructions, and contacts to reference for issues that arise at and following Go-live. Contractor Super Users ( Elbow Support ) In addition to our co-workers who serve as Super Users, we may bring in consultants for at the elbow support who will be stationed in our units, practices, and work areas during the period after each Go-live to assist both our Super Users and End Users as we make the transition to Epic@UNC. End Users Anyone requiring access to Epic@UNC is classified as an End User. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 18

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide LMS Instruction Guide System access to the LMS requires a UNC Health Care active domain account. Contact the UNCHCS Service Desk at 919.966.5647 if you need assistance with system access or using the LMS. How to Register for a Training Plan as a Manager STEP 1: LOCATING TRAINING PLANS If you are a manager and are registering your staff, you must click the Manager tab, located in top center of the screen. Once in the Manager mode click Change View hyperlink located under your name in the top-right corner of the screen. This hyperlink will open a new window to search for your employee. Select the employee with the radio button located to the left of the name and click OK. You are now in the employees LMS account. This process allows you to register your employee for their classes. You will register the employee just as you would register as a Learner. How to Register as a Learner STEP 1: LOCATING TRAINING PLANS. In Learner mode, select the Plan menu from the navigation bar. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 19

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide STEP 2: SEARCHING FOR A TRAINING PLAN. From the Plan menu, select Training Plans Enter a key word or name in the Search field on the Training Plans screen. It is not necessary to use the full Plan name, the first 2-3 words are sufficient. Select the green Go arrow or press Enter on the keyboard. STEP 3: ACCESSING A TRAINING PLAN. Select the Goal icon which resembles a Bulls Eye to the left of the Training Plan name to reveal the goals for completion. STEP 4: VIEWING ACTIVITIES WITHIN A GOAL Select the Activities List icon to view the Activities within a Goal. Goal Activities can be viewed at any time during the completion process. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 20

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide STEP 5: REGISTERING FOR ACTIVITIES. Select the Register button. STEP 6: SELECTING CLASS OFFERINGS Find the class offering with the date and time that fits you or your employees schedule. Click the Radio Button to the left of the offering and click Submit. PLEASE NOTE: All classes have a prefix designating their location. BE SURE TO SELECT AN APPROPRIATE LOCATION FOR YOUR STAFF. The follow prefixes are used: o CALDWELL: classes held in Lenoir (Caldwell Co.). Pay attention to the class location, which should be Harper Ave. or the Hospital IT classroom. o HIGH POINT: provider classes held at High Point at 404 Westwood Avenue. o LEARNING ST: classes are held at Learning Street, 1001 Airport Blvd, Morrisville, NC. STEP 7: REGISTRATION WARNINGS YOU MAY SEE A Yield icon appears when an activity has already been completed or prerequisites have not been met. You may be able to continue with your selection. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 21

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide A red X indicates a schedule conflict (e.g., this person is already scheduled for a class in LMS at that time). You must select another offering. Select the Registration Warning icon to get more details. STEP 8: SELECTING ACTIVITIES AND FINALIZING REGISTRATION Select Submit STEP 9: STARTING WEB-BASED ACTIVITIES. An E-Learning activity displays a Start button after registration. Select Start to begin the activity. OR Select Done to return to the Learner home screen for completion of the activity at a later time. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 22

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide STEP 10: GETTING BACK TO A TRAINING PLAN. Select Training Plans from the Learn menu. STEP 11: COMPLETE THE REGISTRATION PROCESS It is necessary to return and perform Steps 2-9 for each class within the training plan for you or your employee to be fully registered for all required training. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 23

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide How to use my To Do list The To Do list is a convenient way to track progress toward completing activities within a Training Plan for which you have registered. Activities include E-Learning courses, instructor-led classes, and assessments. Managers can also use this function from the Manager tab by using the Change View function in the top-right corner to monitor their employees progress through their plans. STEP 1: LOCATING ACTIVITIES FOR COMPLETION FROM MY TO DO LIST From the Learner home screen, locate the activity to be completed in the To Do list. Select the drop down triangle to the left of an Activity and select Start. Online activities automatically disappear from the To Do list upon completion. Instructor-Led activities remain in the To Do list until a Learner has been marked as Attended for the activity. NOTE: The Start button for an Assessment appears upon registration; however, is not active until the instructor records attendance in the class. STEP 2: VIEWING THE TRAINING PLAN REPORTING SCREEN. Due Date: The date a Training Plan is due completion. If no date displays, the Plan does not include a Due Date. Assignment Type: Required or Recommended displays stating if the Plan requires completion. Percent Complete: The completion percentage for the entire Training Plan as a Learner progresses through the completion of activities within the Plan. Refresh button: Select this button to update Training Plan completion percentages in real time, otherwise wait for the nightly processes to refresh completion results. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 24

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide How to Cancel From an Activity The To Do list can also be used as a way to cancel from an activity. A Learner can use this function from the Learner home page. Managers can also use this function from the Manager tab by using the Change View function in the top-right corner to access the employee s To Do List STEP 1: LOCATING ACTIVITIES FOR CANCELLATION FROM A TO DO LIST From the Learner (or Manager) home screen, locate the activity to be completed in the To Do list. Select the activity that needs to be cancelled and then hover over Other Actions in the bottom-right of the window. A drop-down menu opens. Select Cancel Registration. Click Cancel Marked to cancel that activity. If there are multiple activities to cancel, repeat the steps above. NOTE: You must remember to enroll in another offering of the class. See the steps on a prior page located under How to Register for a Training Plan. Hover over Other Actions, and select Cancel Registration to cancel the selected activity. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 25

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide How to find an E Learning Course The prerequisite online courses are part of the Training Plan and should be in your To Do List. However, you can also follow these steps to locate an Epic@UNC E-Learning course using the LMS (Learning Made Simple) learning management system. STEP 1: BEGINNING & SELECTING YOUR SEARCH. From Learner mode, enter the E-Learning Code that precedes the name of the course. The course name or a key word can also be entered to begin the search process. Results appear below the search field. Any of the following methods may be used to complete a search activity: Select the activity of interest in the pre-populated search results list to view only that activity. Press Enter on your keyboard to view all activity results Select the green Go arrow to the right of the search field to view all activity results STEP 2: VIEWING THE SELECTED SEARCH RESULTS. A brief outline is provided in the activity search results view. Select View Details for more information. An Activity Summary opens in a separate window. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 26

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide STEP 3: REGISTERING FOR AN ELEARNING: Select the Register button at the bottom of the activity search results. STEP 4: SUBMITTING REGISTRATION: Click Submit. STEP 5: STARTING AN ELEARNING. Click Start. STEP 5: STARTING AN ELEARNING. Select the Next button in the elearning window. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 27

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program LMS Instruction Guide STEP 6: NAVIGATING THE CONTENT PLAYER WINDOW. Select the Play icon to start the E- Learning activity. Navigation controls may be located at the bottom of the content player window. STEP 7: COMPLETING AN ELEARNING AND CLOSING THE CONTENT PLAYER WINDOW. Select the Exit Course button on the last slide of an E-Learning to close the Content Player. This action records completion in the LMS of the E-Learning activity. NOTE: Once an E-Learning is completed successfully a Learner need not take it again, unless the Learner desires to do so. STEP 8: REVIEWING COMPLETION DETAILS AND RETURNING TO THE HOME SCREEN. View completion details and activity scores on the Learning Activity Progress Detail screen after completing the E-Learning activity. Select the OK button at the bottom center of the screen to return to the Learner mode home screen. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 28

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Training Plan Quick Reference Role-based Training Plans carry the name of the function and may not match exactly the name of your Job Class or Working Title. Read the course descriptions in the application-specific section of this catalog to help you self-identify the correct Training Plan for your area of responsibility. ATTENTION IF YOU PRINT THIS DOCUMENT: Training Plans and course information in this document may change as Instructional Designers and Analysts complete the final build, testing, and confirmation requirements of the Epic@UNC project. Refer to the As of MM/DD/YYYY located in the document footer for the current updated information. Courses in each Training Plan must be taken in the order listed. Refer to the application-specific section of the course catalog to read a high-level description of the course content, pre-learning and course prerequisites, and other relevant information. Register into a class according to the course sequence in the Training Plan because content builds from one learning to the next. Refer to the LMS Instructions in this document for assistance using the LMS. NOTE: Comfort breaks are included in Classroom Hours. Classes with duration of 6 or more hours also include a 30-60 minute meal break. Contacts: Help using LMS: Call the ISD Service Desk at 919.966.5647 Questions about Epic@UNC Training: Send an email to epictraining@unch.unc.edu. Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 29

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Providers Provider is used for LIP (Licensed Independent Practitioner) unless otherwise specified. Personalization Lab 100s: required by all LIPs Dragon Voice Recognition Lab 100s: Optional for LIPs Course descriptions: high-level description of the course content, pre-learning and course prerequisites, and other relevant information Curriculum: Training Plan courses must be taken in the order listed. LMS: Refer to the LMS Instructions in this document for assistance using the LMS. NOTE: If a provider has used Epic before, they may be able to qualify for our Accelerated Training Option for Providers. Please fill out the application below if you would like to request an opt-out of the AP100 class. Once we receive the completed form, someone from the training team will contact the provider to arrange for the test and explain the process. If the provider masters the test (85% or better), the AP100 course is waived, leaving the requirement to complete other instructor-led courses for that particular role. So, for example, if a provider passes the assessment and opts out of 100, they still need to attend AP200, Personalization and Dragon. If you fail the assessment after one attempt, you are required to attend the class, so please leave appropriate time to take the assessment in case you must attend the class. http://news.unchealthcare.org/epic/training/accelerated-training-option-for-providers We will contact you with the instructions for how to opt-out. It involves going to the Playground environment via Citrix, logging into LMS and taking the assessment using the Playground. So, you have to have access to all of that BEFORE you can try to opt out of the class. All Specialties NOT listed separately below Ambulatory Providers (Clinic) T1590101 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Personalization Lab 100 2 Epic@UNC Dragon Voice Recognition Lab 100 2 Dragon Family Medicine Providers who also perform Pre Natal Care Ambulatory Providers who also perform Pre-Natal Care Attending: T1020102 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Ambulatory Provider Prenatal Care 2 EpicCare Ambulatory Personalization Lab 100 2 Epic@UNC Dragon Voice Recognition Lab 100 2 Dragon Medicine Attending: T1150101 Medical Oncologists Advanced Practitioners: T00006 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Oncology Provider 7 Beacon Personalization Lab 2 Epic@UNC Dragon Voice Recognition Lab 2 Dragon Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 30

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Ambulatory Providers who also perform Pre-Natal Care T1020102 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Ambulatory Provider Prenatal Care 2 EpicCare Ambulatory Personalization Lab 100 2 Epic@UNC Dragon Voice Recognition Lab 100 2 Dragon Radiation Oncology Radiation Oncologists Attending: T1150101 Advanced Practitioners: T00006 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Personalization Lab 2 Epic@UNC Dragon Voice Recognition Lab 2 Dragon Ambulatory Anti Coagulation Provider Ambulatory Anti-Coagulation Provider T1590101 Ambulatory Provider 100 4 EpicCare Ambulatory Ambulatory Provider 200 4 EpicCare Ambulatory Ambulatory Anti-Coagulation Clinician 2 EpicCare Ambulatory Personalization Lab 100 2 Epic@UNC Dragon Voice Recognition Lab 100 2 Dragon Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 31

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Pharmacy (McCreary Cancer Center only) Role-based Training Plans carry the name of the function and may not match exactly the name of your Job Class or Working Title. Read the course descriptions in the application-specific section of this catalog to help you self-identify the correct Training Plan for your area of responsibility. Courses in each Training Plan must be taken in the order listed. Refer to the application-specific section of the course catalog to read a high-level description of the course content, pre-learning and course prerequisites, and other relevant information. Register into a class according to the course sequence in the Training Plan because content builds from one learning to the next. Refer to the LMS Instructions in this document for assistance using the LMS. Oncology Pharmacist Operational Pharmacist: T4080901 Oncology CPP: T1150901 Pharmacist 8 Willow Oncology Pharmacist 8 Beacon Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 32

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Access & Revenue Non Provider Role-based Training Plans carry the name of the function and may not match exactly the name of your Job Class or Working Title. Read the course descriptions in the application-specific section of this catalog to help you self-identify the correct Training Plan for your area of responsibility. Courses in each Training Plan must be taken in the order listed. Refer to the application-specific section of the course catalog to read a high-level description of the course content, pre-learning and course prerequisites, and other relevant information. Register into a class according to the course sequence in the Training Plan because content builds from one learning to the next. Refer to the LMS Instructions in this document for assistance using the LMS. Scheduling and Front Desk Administration Schegistrar T1172301 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Schegistrar and Front Desk T1172301 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Schegistrar and Front Desk Supervisor T1172501 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Schegistrar Supervisor 4 Cadence Schegistrar, Front Desk, and Provider Template Editing T1179001 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Provider Template Editing 2 Cadence Schegistrar and Provider Template Editing T1179001 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Provider Template Editing 2 Cadence Schegistrar, Front Desk, and Provider Template Editing Supervisor T1172501 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Schegistrar Supervisor 4 Cadence Provider Template Editing 2 Cadence Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 33

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Front Desk with Billing responsibilities T1172301 SubTemplate: T2081005 PB Revenue Steward Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Charge Entry & Review 4 Resolute Professional Billing Provider Template Editing T1173901 Provider Template Editing 2 Cadence Lab der Entry & Check-In T2100601 Lab der Entry & Check-In 4 Cadence Front Desk with Billing responsibilities (McCreary Cancer Center Only) T1172301 SubTemplate: T2081005 PB Revenue Steward Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Charge Entry & Review 4 Resolute Professional Billing Hospital Billing Charge Entry 2 Resolute Hospital Billing Health Information Management Health Information Management (HIM) Coder UNCMC: T2306110 Rex: T2306101 Coder 100 7 HIM Identity Staff & Supervisors T2306201 Data Integrity 100 7 Identity Professional Billing Professional Billing Charge Entry Staff & Supervisor Staff: T2084701 Supervisor: T2085102 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Charge Entry & Review 4 Resolute Professional Billing Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 34

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Professional Billing Coder Staff & Supervisor Staff: T2084701 Supervisor: T2085102 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Charge Entry & Review 4 Resolute Professional Billing Professional Billing Coder 4 Resolute Professional Billing Professional Billing Payment Poster Staff & Supervisor Staff: T2084001 Supervisor: T2085110 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Payment Poster 8 Resolute Professional Billing Professional Billing Insurance Follow-up Staff & Supervisor Staff: T2084502 Supervisor: T2085104 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Insurance Follow-up & Reviewing Claims 7 Resolute Professional Billing Professional Billing Customer Service and Financial Counselor Supervisor: T1085106 Staff: T1085001 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Customer Service & Self Pay Follow-Up 6 Resolute Professional Billing Financial Counselors & Supervisors T3103902 Hospital & Professional Epic@UNC Billing Fundamentals 4 Resolute PB & HB Billing Professional Billing Self-pay Follow-up 100 4 Resolute Professional Billing Professional Billing Customer Service 100 4 Resolute Professional Billing Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 35

Epic UNC Training Health Care Wheels Epic@UNC Course Training Catalog Program Role-Based Training Plans Ambulatory Non Provider Role-based Training Plans carry the name of the function and may not match exactly the name of your Job Class or Working Title. Read the course descriptions in the application-specific section of this catalog to help you self-identify the correct Training Plan for your area of responsibility. Courses in each Training Plan must be taken in the order listed. Refer to the application-specific section of the course catalog to read a high-level description of the course content, pre-learning and course prerequisites, and other relevant information. Register into a class according to the course sequence in the Training Plan because content builds from one learning to the next. Refer to the LMS Instructions in this document for assistance using the LMS. Ambulatory Nurse (RN, LPN, MA, NA, except pre-natal) RN: T2100401 MA or NA: T2100501 MA with Front Desk: T210050101 Ambulatory Nurse 8 EpicCare Ambulatory Ambulatory Pre-Natal Nurse (RN pre-natal only) RN: T1020403 Ambulatory Nurse 8 EpicCare Ambulatory Ambulatory Prenatal Nurse 200 2 EpicCare Ambulatory Ambulatory Schegistrar, Front Desk, also practicing as a Nurse, NA, LPN, CMA, or RMA RN: T2100401 MA: T2100501 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Ambulatory Nurse 8 EpicCare Ambulatory Ambulatory Schegistrar, Front Desk, Provider Template Editing RN: T2100401 also practicing as a Nurse, LPN, NA, CMA, or RMA MA: T2100501 with Cadence Manager Tools Sub: T21001 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Provider Template Editing 2 Cadence Ambulatory Nurse 8 EpicCare Ambulatory Ambulatory Schegistrar, Front Desk, also practicing as a Pre-Natal Nurse, NA, LPN, CMA, or RMA T1020403 Schegistrar 100 7 Cadence Schegistrar 101 7 Cadence Front Desk 200 7 Cadence Ambulatory Nurse 8 EpicCare Ambulatory Ambulatory Prenatal Nurse 2 EpicCare Ambulatory Getting to ONE: one patient ID, one problem list, one medication list, one bill As of 2/8/2015 9:31 PM Page 36