Version 1.2 10/31/11
Overview 1 GUIDING PRINCIPLES 1 ASSESSMENTS 1 COURSE ENROLLMENT 1 ELEARNING RESOURCES 1 ADT, Scheduling and Registration 2 ADT PATIENT ACCESS 2 ADT BED PLANNING 2 ADT BED CLEANING 3 ADT ADMISSIONS SUPERVISOR 3 ADT HOD SCHEDULER 3 CADENCE/PRELUDE FOR DENTAL 4 ADT FOR BEHAVIORAL HEALTH 4 ADT FOR COMPLETE COMFORT CARE 4 Imaging Departments 5 IMAGING DEPARTMENT FRONT DESK 5 IMAGING DEPARTMENT TECHNOLOGIST 5 IMAGING DEPARTMENT NURSE 500 5 FILM LIBRARIAN 6 MAMMOGRAPHY COORDINATOR 6 IMAGING DEPARTMENT MANAGER 6 Business Office 7 HB BILLER 7 HB COLLECTOR 7 HB CHARGE ENTRY 7 PB BILLER 8 PB COLLECTOR 8 BUSINESS OFFICE MANAGER 9 CUSTOMER SERVICE REPRESENTATIVE 9 PAYMENT POSTER 9 Page 2
Emergency Departments 10 ED MANAGERS AND CLINICAL RESOURCE LEADS 10 ED REGISTERED NURSES (ED AND IRP ) 10 ED TECHS (ED AND IRP), HEALTH UNIT COORDINATORS (HUCS) 11 ED SUPPORT STAFF 11 Health Information Management 12 DEFICIENCY ANALYST - PART 1 12 DEFICIENCY ANALYST - PART 2 12 HIM TECH 12 ROI CLERKS - PART 1 13 ROI CLERKS - PART 2 13 ROI CLERKS - PART 3 13 CODER 14 HIM MANAGEMENT 14 Inpatient Units 15 NURSE 100 EPIC CLINICAL BASICS 15 NURSE 200 ADVANCED CHARTING MED/SURG 16 NURSE 210 ADVANCED CHARTING PEDS/PICU/NICU 16 NURSE 220 ADVANCED CHARTING CRITICAL CARE 16 NURSE 230 ADVANCED CHARTING L&D & POST-PARTUM 16 NURSE 300 EPIC ORDERS MANAGEMENT 16 NURSE 400A EPIC MEDICATION ADMINISTRATION (NON ICU NURSES) 17 NURSE 400B EPIC MEDICATION ADMINISTRATION (ALL ICU S, LABOR & DELIVERY, APCU, CATH LAB, I R, PACU, ENDO AND ED) 17 INPATIENT TECHS 110 EPIC CLINICAL BASICS 18 INPATIENT HUC 120 EPIC CLINICAL BASICS 18 CHILD LIFE, SPIRITUAL LIFE, DIETITIANS, AND DIABETIC EDUCATORS 130 EPIC CLINICAL BASICS 19 CASE MANAGERS, SOCIAL WORKERS, QUALITY MANAGEMENT & INFECTION CONTROL 140 EPIC CLINICAL BASICS 19 PT/OT/ST THERAPIST 150 EPIC CLINICAL BASICS 20 PT/OT/ST THERAPIST 250 EPIC ADVANCED CHARTING 20 RESPIRATORY THERAPIST 160 EPIC CLINICAL BASICS 21 RESPIRATORY THERAPIST 250 EPIC ADVANCED CHARTING 21 BH NURSE 600 EPIC CLINICAL BASICS 22 BH NURSE 700 EPIC ADVANCED NURSE CHARTING 22 BH NURSE 800 EPIC ORDERS MANAGEMENT 23 BH NURSE 900 EPIC MEDICATION ADMINISTRATION 23 BH TECH & RECREATIONAL THERAPY 610 - EPIC CLINICAL BASICS 23 Page 3
BH HUC 620 EPIC CLINICAL BASICS 24 BH SOCIAL WORKERS 630 EPIC CLINICAL BASICS 24 BH ADMISSION OFFICE 650 EPIC CLINICAL BASICS 24 EPIC STORK 501 SPECIALTY WORKFLOWS 25 BH UTILIZATION MANAGEMENT 1100 EPIC SPECIALTY WORKFLOWS 25 DIALYSIS 1200 EPIC SPECIALTY WORKFLOWS 25 ONCOLOGY 1300 EPIC SPECIALTY WORKFLOWS 26 EPIC UNIT MANAGEMENT - INPATIENT 26 EPIC WORKQUEUES - INPATIENT 26 Inpatient Pharmacy 27 WILLOW PHARMACIST 100 27 WILLOW PHARMACIST 200 27 WILLOW PHARMACIST 300 27 WILLOW PHARMACIST 400 28 WILLOW PHARMACY TECHNICIAN 100 28 WILLOW ONCOLOGY PHARMACIST 103 29 Laboratory Services 30 BEAKER LAB 100 30 BEAKER LAB 200 30 BEAKER LAB 300 30 BEAKER LAB 400 - HEMATOLOGY 31 BEAKER LAB 420 - MICROBIOLOGY 31 BEAKER LAB 430 - HEMATOLOGY AND MICROBIOLOGY - NIGHT SHIFT 31 BEAKER AND BEYOND 32 BEAKER LABORATORY SECTION SUPERVISORS 32 Perioperative Services 33 Anesthesia 33 ANESTHESIA PRE-PROCEDURE CARE 33 ANESTHESIA INDUCTION/INTRAOPERATIVE MONITORING AND EMERGENCE 33 ANESTHESIA POST-PROCEDURE CARE 34 ANESTHESIA OUT OF THE OR 34 ANESTHESIA TECHS-ASSIGNMENT BOARD - ELEARNING 34 Page 4
OpTime 35 OPTIME - OR CHARGE POSTERS 35 OPTIME - PREOP NURSING 35 OPTIME - INTRA-OP NURSE 36 OPTIME - POST-OP NURSE 36 OPTIME - ENDO RN/TECH 36 OPTIME - PREFERENCE CARD BUILDERS 37 OPTIME OR CHARGE NURSE - ELEARNING 37 Physicians, Residents, and Advanced Level Providers 38 ASAP - ED PHYSICIAN AND MIDLEVEL PROVIDERS 38 ASAP - ED RESIDENTS 38 EPIC - IP PHYSICIAN EPICCARE CLINIC TRAINED 39 EPIC - IP RESIDENTS EPICCARE CLINIC TRAINED 40 EPIC - IP PHYSICIAN 41 EPIC - IP RESIDENTS 42 EPIC - SPECIALTY PHYSICIANS: NEPHROLOGY 43 EPIC - SPECIALTY PHYSICIANS: RADIOLOGIST 43 EPIC - SPECIALTY PHYSICIANS: ONCOLOGIST 44 EPIC SURGEONS (PARTS I & II) 44 EPIC - SPECIALTY PHYSICIANS: OB/GYN 44 EPIC - SPECIALTY PHYSICIANS: NON-ADMITTING PROVIDERS 45 Outpatient Clinics 46 EPIC CLINIC MANAGEMENT - OUTPATIENT 46 EPIC WORKQUEUES -OUTPATIENT 46 Support Roles 47 EPIC CHART REVIEW - QUALITY MANAGEMENT, RISK, COMPLIANCE, REGULATORY, LEGAL 47 EMPLOYEE HEALTH EPIC WORKFLOWS 47 EPIC - GUEST RELATIONS: ELEARNING 47 EPIC ACCOUNT MAINTENANCE (READ ONLY ACCESS) 48 RESEARCH EPIC WORKFLOWS 48 Page 5
Guiding Principles Overview As we embark on our journey to the implementation of an electronic medical record system, it will be critical that all users are well prepared. To that point, training for all end users is mandatory and system access will not be granted until all of the training requirements have been completed. Course length will vary, but it is our goal to provide you with training that is meaningful and applicable to your role within our organization. The training sessions will be led by Epic certified instructors and will focus on workflows that are integrated into your everyday routine. Assessments The learner s ability to display competency in the system is an important indicator of readiness. As part of your Epic training, you will be required to display competency in Epic by passing an appropriate assessment. The assessments will be a combination of written exam and a scenario based exercise. Course Enrollment Enrollment for Epic courses will be conducted through APEX. All Provider courses will be open for selfenrollment. All other learners will work through their manager, CRL, CPE, etc. to find the course(s) that are required and enroll in the course. Most courses WILL NOT have open enrollment, managers and other leaders will enter the enrollment for the learner in APEX. ELearning Resources Some of the application-specific courses have pre-requisites identified and should be completed prior to attending the training course. These lessons can be found on the ARK CopaNet site at: http://copanet/default.aspx?menu=7351¤tmenu=7351 Each elearning course is between five and fifteen minutes. Page 1
ADT, Scheduling and Registration ADT is the application used for the Admits/Discharges and Transfer of patients. Prelude is the application used for registering patients. Cadence is the application used for scheduling patients. Principal Trainer: Sally Mahoney: sally.mahoney@mihs.org ADT Patient Access In this course learners will learn how to preadmit a new patient; preadmit a patient with shared coverage; preadmit a dependent patient; admit a Medicare patient and add secondary coverage; admit a preadmitted surgery patient; admit a patient with outdated guarantor and coverage information; make a reservation; admit a direct admit patient; complete an authorization and certification and manage events. E-Learning: Introduction to Hyperspace Audience: Schedulers and Registrars for Inpatient Course Length: 5 hours ADT Bed Planning In this course you will learn how to make a reservation; assign beds; transfer and update patients and discharge patients. E-Learning: Introduction to Hyperspace Audience: Patient Logistics Center Course Length: 2 hours Page 2
ADT Bed Cleaning In this course you will learn how to use the system for cleaning beds and manage bed cleaning requests. E-Learning: Introduction to Hyperspace Audience: EVS Course Length: 1 hour ADT Admissions Supervisor In this course you will learn how to measure registration speed and accuracy and view hospital trends. E-Learning: Introduction to Hyperspace Audience: Admissions Supervisors and Managers Course Length: 2 hours ADT HOD Scheduler In this course you will learn how to schedule and check-in a patient in an HOD; schedule and checkin recurring series appointments in an HOD; and convert an appointment to an admission. E-Learning: Introduction to Hyperspace Audience: Schedulers and Registrars for HOD areas Course Length: 2 hours Page 3
Cadence/Prelude for Dental In this course you will learn how to register and schedule dental patients. How to work with referrals including generating referrals manually or working from orders. How to work with patient workqueues and referrals workqueues. How to handle payments and balance your cash drawer. E-Learning: Introduction to Hyperspace Audience: Dental schedulers and registrars Course Length: 4 hours ADT for Behavioral Health In this course you will learn how to register, admit and discharge behavioral health patients. You will learn how to schedule appointments, how to schedule recurring appointments, and how to work with referrals. You will also learn how to transfer behavioral health patients from your department to another MIHS department. E-Learning: Introduction to Hyperspace Audience: Behavioral Health Schedulers, Registrars and HUCs Course Length: 5 hours ADT for Complete Comfort Care In this course you will learn how to register patients. You will also learn how to work with referrals including generating referrals manually or from orders. E-Learning: Introduction to Hyperspace Audience: Complete Comfort Care Coordinators Course Length: Total 2 hours Page 4
Imaging Departments Radiant is the Epic application used for documentation in the imaging areas. This encompasses X-Ray, Cat Scan, Nuclear Medicine, Mammography, Interventional Radiology, Echo, MRI and Ultrasound and Cath Lab. Principal Trainer: TBD Imaging Department Front Desk In this course you learn tasks related to entering paper orders into the electronic system, scheduling appointments for future, walk-in, and high priority patients, canceling and rescheduling appointments, and checking in patients. E-Learning: Overview of Hyperspace E-Learning: Front Desk Workflows Course Length: 4 hours Imaging Department Technologist In this course you learn tasks related to preparing patients for exams, documenting contrast administration, and documenting the details of completed exams. E-Learning: Overview of Hyperspace E-Learning: Technologist Workflows Course Length: 4 hours Imaging Department Nurse 500 In this course you learn tasks related to documenting the details of pre and post-procedure care. Inpatient Nurse 100-400 E-Learning: Introduction to Hyperspace Course Length: 2 hours Page 5
Film Librarian In this course you learn tasks related to checking films in and out, tracking external films, and Release of Information requests. E-Learning: Overview of Hyperspace E-Learning: Film Tracking Workflows Course Length: 2 hours Mammography Coordinator In this course you learn tasks related to tracking recommendations, managing result letters, entering pathology results, and running statistical reports. E-Learning: Overview of Hyperspace E-Learning: Mammography Coordination Workflows Course Length: 3 hours Imaging Department Manager In this course you learn tasks related to correcting documentation errors, customizing end-user worklists and reports, running department statistics, and triaging incomplete work. E-Learning: Overview of Hyperspace Course Length: 3 hours Page 6
Business Office Resolute Hospital Billing Resolute Hospital Billing is the Epic application for hospital billing. Principal Trainer: Joe Prang: joe.prang@mihs.org HB Biller In this course you will learn how the addition of departments, transfers between departments, new claim edits, etc. will affect your current Epic workflows. The workflow on how to process release request for clinical documentation will be covered. N/A Course Length: Total 4 hours HB Collector In this course you will learn how the addition of departments, transfers between departments, new claim edits, etc. will affect your current Epic workflows. The workflow on how to process release request for clinical documentation will be covered. N/A Course Length: Total 4 hours HB Charge Entry In this course you learn how to enter charges and review and correct charge errors. E-Learning: Introduction to Hyperspace Course Length: Total 3 hours Page 7
Resolute Professional Billing Resolute Professional Billing is the Epic application for professional billing. Principal Trainer: Joe Prang PB Biller In this course you will learn how to access accounts, prepare accounts for claims processing, access and correct claim errors, update and correct coverage, and post adjustments. E-Learning: Introduction to Hyperspace Course Length: Total 8 hours (one 4-hour session and two 2-hour session) PB Collector In this course you learn how to manage payor responses, correct coverage claim errors, follow up on outstanding claims, resolve over/underpayments, and manage denials. Course: PB Biller E-Learning: Introduction to Hyperspace Course Length: Total 8 hours (one 4-hour session and two 2-hour session) Page 8
Integrated Resolute Billing Integrated Resolute Billing covers integrated roles that will work in Resolute Hospital Billing, Resolute Professional Billing, and SBO. Principal Trainer: Joe Prang Business Office Manager In this course you learn everything in the Resolute Professional Billing and Integrated Resolute Billing courses, plus how to review and approve/deny adjustments and refunds. Note: This course will be offered on an as needed basis. N/A Course Length: Total 12 hours (two 6-hour sessions) Customer Service Representative In this course you learn how to manage guarantor responses, patient calls, and managing self-pay balances and refunds. N/A Course Length: Total 6 hours (one 4-hour session and one 2-hour session) Payment Poster In this course you learn how to manage payor responses, post insurance payments, adjustments, and refunds for both professional and hospital transactions. N/A Course Length: Total 12 hours (one 6-hour session and three 2-hour sessions) Page 9
Emergency Departments ASAP is the Emergency Department application that will be used in the Adult, Pediatric, and Burn Emergency Departments for patient medical record documentation. Principal Trainer: Kim Yedowitz: Kimberly.Yedowitz@mihs.org ED Managers and Clinical Resource Leads In this course the ED Management Team will learn all information contained in ED Registered Nurse course, and additionally learn about reports and report capabilities. Details about chart deficiencies will also be discussed. Course Length: 8 hours (two 4-hour sessions) Completion of the ED Registered Nurse curriculum (including E-Learning) E-Learning: Communicating Department Messages E-Learning: Reporting Workbench Part 1 E-Learning: Reporting Workbench Part II E-Learning: Save Default Application Report Settings E-Learning: Manage Your Report Toolbar ED Registered Nurses (ED and IRP ) In this course you learn how to navigate the Epic ASAP system to accurately document the emergency department care of a patient. Use of the system from patient arrival, through triage, ED care, and disposition will be reviewed. A variety of tracking modes will also be reviewed. Course Length: 4.5 hours (one 4.5-hour session) E-Learning: Overview of Hyperspace for ASAP Users E-Learning: ED Shift Change E-Learning: Reviewing Results E-Learning: ED Consult Tracking E-Learning: Patient Events Log E-Learning: Reviewing Past Visits and Results E-Learning: Nursing Narrator E-Learning: Use SmartLinks to Retrieve Patient Data Page 10
ED Techs (ED and IRP), Health Unit Coordinators (HUCs) In this course you learn how to navigate the Epic ASAP system to efficiently find information contained in the electronic medical record. If you work in the Burn ED, you will also discover how to complete a Quick ED Registration. Techs will learn documentation for vital signs, point of care testing, and notes. A variety of tracking modes will also be reviewed. E-Learning: Overview of Hyperspace for ASAP Users E-Learning: ED Consult Tracking E-Learning: Patient Events Log E-Learning: Reviewing Past Visits and Results Course Length: Total 2 hours (one 2-hour session) ED Support Staff In this course you learn how to navigate through the ASAP application to identify components of documentation necessary for your role. This course is designed for Trauma Registrars and Coordinators (Outreach, Research, Trauma, Alcohol and Drug Interventionalist) E-Learning: Overview of Hyperspace for ASAP Users E-Learning: Reviewing Past Visits and Results Course Length: Total 2 hours (one 2-hour session) Page 11
Health Information Management HIM is the Health Information Management Department application that will be used to manage chart deficiencies, provider relinquishment and suspension, release of information requests and coding and abstracting, as well as scanning the remaining paper chart. Principal Trainer: Ana Hernandez: Ana.Hernandez@mihs.org Deficiency Analyst - Part 1 In this course, the Deficiency Analyst will learn the basics of navigating a patient chart in Epic, verify deficiency completion, notify providers of missing documentation, as well as reassigning deficiencies. No prerequisites required. Course Length: 4-hour session. Deficiency Analyst - Part 2 In this course, the Deficiency Analyst will learn the relinquishment process for providers with delinquent deficiencies. In addition, they will learn how to assist providers with the completion of deficiencies. Deficiency Analyst - Part 1 Course Length: 4-hour session. HIM Tech In this course, the HIM Techs will learn to identify discharged patients charts, checking in and completing reconciliation of charts received in the HIM Department. As well as, identify and locate discharged patients' charts that were not received in HIM. No prerequisites required. Course Length: 2-hour session. Page 12
ROI Clerks - Part 1 In this course, the ROI Clerks will learn how to initiate the process of release requests for patient information, identify the patient and determine whether the request is a duplicate, record the request, obtain authorization, determine which records need copying or printing, preview the patient's record and indicate that the release was fulfilled. No prerequisites required. Course Length: 4-hour session.) ROI Clerks - Part 2 In this course, the ROI Clerks will learn how to identify new requesters, how to process release requested for patients with incomplete records, as well as patients not seen at MIHS. ROI Clerks Part 1 Course Length: 4-hour session. ROI Clerks - Part 3 In this course, the ROI Clerks will learn how to prepare release requests for Auditor s review, how to review patient s records through the Release Inspector, as well as release records on CD. ROI Clerks Part 1 ROI Clerks Part 2 Course Length: 2-hour session. Page 13
Coder In this course the Coder will learn how to identify accounts to be coded, review the chart, code accounts with sufficient documentation, abstract any information from the chart, work claim edits from the Claim Edit workqueue, set a tickler, override an error, and understand how Epic integrates with the encoder. As well as, change account status, add account notes and communicate with the physicians on accounts with incomplete documentation via the coding query. No prerequisites required. Course Length: Total 6 hours HIM Management In this course management will learn the provider notification and relinquishment process customize reports in the system, review deficiency statistics and the release of information functions. No prerequisites required. Course Length: one 4 hour session. Page 14
Inpatient Units ClinDoc is the Epic application that will be used for all inpatient documentation. This includes: Nurses, Techs, HUCs, Speech Therapy, Occupational Therapy, Physical Therapy, Child Life therapy, Case Management, Social Workers, and all of Psychiatry. Principal Trainer: Todd Hurst: Anthony.Hurst@mihs.org Inpatient Nursing Training Path All Inpatient Nurses will be required to complete the core courses below (100 through 400 level), along with any specialty course(s) as appropriate. Nurse 100 Epic Clinical Basics Nurse 200 Epic Nurse Advanced Charting Nurse 300 Epic Orders Management Nurse 400 Epic Medication Administration Nurse 100 Epic Clinical Basics In this course, nurses will learn about maintaining a list of patients and their treatment team, getting report, reviewing the chart, reviewing tasks on the Work List, basic documentation in doc flowsheets, and chart review. Nurses will also learn how to chart corrections, and how to handle downtime procedures. E-Learning & E-Learning: Overview of Hyperspace E-Learning: Nurse Start of Shift Overview E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits and Labs Course Length: 4 hours Page 15
Epic Nurse Advanced Charting Nurse 200 Advanced Charting Med/Surg Nurse 210 Advanced Charting Peds/PICU/NICU Nurse 220 Advanced Charting Critical Care Nurse 230 Advanced Charting L&D & Post-Partum In this course, nurses will have an over view on advanced charting. The Nurses will learn how to arrive a patient to their unit or from the ED, how to document an assessment, and to validate historical information. This class covers collecting labs and point of care tests, managing the inbasket, and care plan/patient education documentation. Select a 200 level course based on your service line. E-Learning & Nurse 100 Clinical Basics E-Learning: Placing Orders with Order Sets E-Learning: Quick Disclosure Course Length: 4 hours Nurse 300 Epic Orders Management In this course, nurses will learn how to manage orders based on physician instructions, documenting a line, drain, airway or wound, and document restraints. We will also cover patient discharge, charge entry, and post mortem care. E-Learning & Nurse 100 Epic Clinical Basics Nurse 200 Level Epic Nurse Charting E-Learning: Placing Orders & Order Sets Course Length: 4 hours Page 16
Nurse 400A Epic Medication Administration (Non ICU Nurses) E-Learning & In this course, Nurses will learn how to administer medications in Epic including IV meds, PCA meds, how to document overdue meds and documenting override pulls. We will also cover blood administration and adverse blood reaction documentation. Course Length: 4 hours Nurse 100 Epic Clinical Basics Nurse 200 Level Epic Nurse Charting as Applicable Nurse 300 Epic Orders Management E-Learning: Overview of MAR E-Learning: Documenting Override Pulls E-Learning: Documenting IV Medications E-Learning: Documenting Medication Drips Nurse 400B Epic Medication Administration (All ICU s, Labor & Delivery, APCU, Cath Lab, I R, PACU, Endo and ED) E-Learning & In this course, Nurses will learn how to administer medications including PCA meds and IV s in a critical care setting, and how to import-validate monitor documentation. We will cover override pulls, documenting overdue medications and blood administration in the critical care areas. CRRT and Balloon Pump documentation will be covered with the appropriate audience. Course Length: 4 hours Nurse 100 Epic Clinical Basics Nurse 200 Level Epic Nurse Charting as Applicable Nurse 300 Epic Orders Management E-Learning: Overview of MAR E-Learning: Documenting Override Pulls E-Learning: Documenting IV Medications E-Learning: Documenting Medication Drips Page 17
Inpatient Techs 110 Epic Clinical Basics Tech s include: PCAs, PCTs, Burn Techs, and Surgical Techs & BHTs. In this course, Techs and Sitters will learn how to maintain a patient list, review patient information, how to use the work list, prioritizing patient care, documenting on patient flowsheets, and basic intake and output. The Techs will learn how to collect labs, document patient belongings, document in flowsheets and document on the Plan of Care as appropriate. Chart corrections, downtime procedures, and managing the in-basket will also be covered. E-Learning & E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets Note: There will be additional training requirements for employees with dual roles, such as Techs who also work as HUCs. Course Length: 4 hours Inpatient HUC 120 Epic Clinical Basics In this course, HUCs will learn how to maintain a patient list, and how to arrive, transfer, discharge and update patients. They will learn how to view patients in their unit, review charge information, and enter charges. This class covers chart corrections, downtime procedures, managing the in-basket and post mortem documentation. E-Learning & E-Learning: Overview of Hyperspace E-Learning: Reviewing Past Visits & Labs E-Learning: Quick Disclosure Note: There will be additional training requirements for employees with dual roles, such as HUCs who also work as Techs. Course Length: 4 hours Page 18
Child Life, Spiritual Life, Dietitians, and Diabetic Educators 130 Epic Clinical Basics E-Learning & In this course, Child Life and Spiritual Life will learn how to manage a patient list, review the patient chart, document care plans and patient education, create a note, learn downtime procedures and manage the in-basket. E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits & Labs (as appropriate to role) Course Length: 3 hours Case Managers, Social Workers, Quality Management & Infection Control 140 Epic Clinical Basics Case Management, Quality Management, and the Infection Control teams will learn how to maintain a patient list, review patient information, how to use the work list, document on patient flowsheets, and place patient orders. We will cover creating a note, and care plan/patient education documentation. Course Length: 4 hours E-Learning & E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits and Labs E-Learning: Placing Orders with Order Sets E-Learning: Quick Disclosure Page 19
PT/OT/ST Therapist 150 Epic Clinical Basics E-Learning & In this course, Therapist will learn how to schedule patient appointments, maintain patient list, reviewing patient summary reports, reviewing new notes, review navigator reports and review past visits. Therapist will also learn how to manage the in-basket and cover the overview of flowsheets. E-Learning: Overview of Hyperspace E-Learning: Basic Appointment Entry E-Learning: Auto Schedule Advanced Visits & Panels E-Learning: Cancel & Reschedule Appointments E-Learning: Review Past Visits & Labs Course Length: Total 3 hours Note: All Therapists must take Therapist 150 and 250. PT/OT/ST Therapist 250 Epic Advanced Charting E-Learning & In this course, Therapist will learn how to document assessments from a navigator, write a note, update and document on the plan of care and patient education. You will learn how to enter verbal/telephone orders, charge for evaluations and treatments, chart corrections, and downtime procedures. Therapist 150 E-Learning: Overview of Flowsheets Course Length: Total 3 hours Note: All Therapists must take Therapist 150 and 250. Page 20
Respiratory Therapist 160 Epic Clinical Basics E-Learning & In this course, RTs will learn how to maintain patient list, reviewing patient summary reports, reviewing new notes, review navigator reports and review past visits. RTs will also learn how to manage the in-basket and cover the overview of flowsheets. E-Learning: Overview of Hyperspace E-Learning: Review Past Visits & Labs Course Length: Total 3 hours Note: All RTs must take Respiratory Therapist 160 and 260. Respiratory Therapist 250 Epic Advanced Charting E-Learning & In this course, RTs will learn how to document assessments from a navigator, write a note, update and document on the plan of care and patient education. You will learn how to enter verbal/telephone orders, charge for evaluations and treatments, chart corrections, and downtime procedures. Respiratory Therapist 160 E-Learning: Overview of Flowsheets Course Length: Total 3 hours Note: All RTs must take Respiratory Therapist 160 and 260. Page 21
BEHAVIORAL HEALTH All BH Nursing staff must complete the following training path. BH Nurse 600 Epic Clinical Basics BH Nurse 700 Advanced Charting BH Nurse 800 Epic Orders Management BH Nurse 900 Epic Medication Administration BH Nurse 600 Epic Clinical Basics In this course, Nurses will learn about maintaining a list of patients and their treatment team, getting report, reviewing the chart, working off the Work List, basic documentation in doc flowsheets, and chart review. Nurses will also learn how to chart corrections, move the patient throughout the medical center, and downtime procedures. E-Learning & E-Learning: Overview of Hyperspace E-Learning: Nurse Start of Shift Overview E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits and Labs Course Length: 4 hours BH Nurse 700 Epic Advanced Nurse Charting E-Learning & In this course, nurses will have an over view on advanced charting. The nurses will learn how to arrive a patient, transfer to the ED or inpatient, create a note, how to document an assessment, and to validate historical information. This class covers collecting labs and point of care tests, managing the in-basket, and care plan/patient education documentation. BH Nurse 600 Epic Clinical Basics E-Learning: Placing Orders with Order Sets E-Learning: Quick Disclosure Course Length: 4 hours Page 22
BH Nurse 800 Epic Orders Management In this course, nurses will learn how to manage orders based on physician instructions; document a line, drain, airway or wound, and document restraints. We will also cover patient discharge, briefly review charge entry and post mortem care. E-Learning & BH Nurse 600 Epic Clinical Basics BH Nurse 700 Epic Nurse Charting E-Learning: Placing Orders & Order Sets Course Length: 4 hours BH Nurse 900 Epic Medication Administration E-Learning & In this course, nurses will learn how to administer medications in Epic. We will address how to document overdue meds and override pulls. Abbreviated IV Med Admin will be covered. Course Length: 3 hours BH Nurse 600 Epic Clinical Basics BH Nurse 700 Epic Nurse Charting BH Nurse 800 Epic Orders Management E-Learning: Overview of MAR E-Learning: Documenting Override Pulls E-Learning: Documenting IV Medications BH Tech & Recreational Therapy 610 - Epic Clinical Basics In this course, techs will learn how to maintain a patient list, review patient information, how to use the work list, prioritize patient care, document on patient flowsheets, and basic intake and output. The Techs will also learn how to collect labs, document patient belongings, document in flowsheets and document on the Plan of Care. Creating a note, chart corrections, downtime procedures, consults, and managing the in-basket will also be covered. Course Length: 4 hours E-Learning & E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets Page 23
BH HUC 620 Epic Clinical Basics In this course, HUCs will learn how to arrive, transfer, discharge and update patients. We will learn how to view patients in the unit, and review patient information. This class covers chart corrections, downtime procedures, and managing the in-basket. E-Learning & E-Learning: Overview of Hyperspace E-Learning: Reviewing Past Visits & Labs E-Learning: Quick Disclosure Course Length: 4 hours BH Social Workers 630 Epic Clinical Basics E-Learning & In this course, BH Social Workers will learn how to maintain a patient list, review patient information, how to use the work list, prioritize patient care, and document on flowsheets. We will also review chart corrections, downtime procedures and managing the in-basket. Social Workers will learn about note creation and utilizing SmartTexts. E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits & Labs E-Learning: Quick Disclosure Course Length: 4 hours BH Admission Office 650 Epic Clinical Basics E-Learning & In this course, we will cover an introduction to hyperspace basics, chart review, and an overview of doc flowsheets. E-Learning: Overview of Hyperspace E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits & Labs Course Length: 2 hours Page 24
Epic STORK 501 Specialty Workflows In this course, all L & D, NICU, and Post-Partum personnel will learn how to chart on the routine OB patient. We will cover the intake charting process, how to triage a patient, managing the L&D department, delivery documentation and the L&D Grease board. We will also review ADT functionality. Course Length: 5 hours E-Learning & Nurses Nurse 100 Epic Clinical Basics Nurse 200 Level Epic Nurse Charting Nurse 300 Epic Orders Management Nurse 400 Epic Medication Administration Techs Tech 110 Epic Clinical Basics HUCs HUC 120 Epic Clinical Basics BH Utilization Management 1100 Epic Specialty Workflows E-Learning & In this course, we will cover flowsheets and workflows specific to Utilization Management. Course Length: 2 hours E-Learning: Overview of Hyperspace E-Learning: Placing Orders with Order Sets E-Learning: Overview of MAR E-Learning: Overview of Flowsheets E-Learning: Reviewing Past Visits & Labs Dialysis 1200 Epic Specialty Workflows In this course, we will cover flowsheets and workflows specific to the Dialysis Department. Course Length: 2 hours E-Learning & Nurse 100 Epic Clinical Basics Nurse 200 Epic Nurse Charting Nurse 300 Epic Orders Management Nurse 400 Epic Medication Administration Page 25
Oncology 1300 Epic Specialty Workflows E-Learning & In this course, we will cover flowsheets and workflows specific to the Oncology Department. Course Length: 2 hours Nurse 100 Epic Clinical Basics Nurse 200 Epic Nurse Charting Nurse 300 Epic Orders Management Nurse 400 Epic Medication Administration Epic Unit Management - Inpatient In this course, you will learn how to manage and work charging related workqueues, perform revenue reconciliation, and access billing related reports. The roles and responsibilities within departments will also be covered. E-Learning: Introduction to Hyperspace Course Length: 6 hours Epic Workqueues - Inpatient In this course you will learn how to manage and work charging related workqueues. N/A Course Length: 4 hours Page 26
Inpatient Pharmacy Willow is the Epic application for the Inpatient Pharmacy. Principal Trainer: Charles Spannagel: Charles.Spannagel@mihs.org Willow Pharmacist 100 In this course you learn how to enter, discontinue, and modify orders. Course Length: 5 hours E-Learning: RX000 Intro to Willow E-Learning: RX001 Verify Orders E-Learning: RX002 Pharmacist Order Entry E-Learning: RX003 Interruptions E-Learning: INP230 Overview of the MAR Willow Pharmacist 200 In this course you learn how to dispense meds, read labels, fix dispensing errors, and answer questions from nurses. Course: Willow Pharmacist 100 Course Length: 4 hours Willow Pharmacist 300 In this course you learn how to enter tapers, order sets, TPNs, PCAs, and "either-or" orders. You also learn tools for rounding and managing an ongoing issues list during your shift. Course: Willow Pharmacist 100 Course: Willow Pharmacist 200 Course Length: 4.5 hours Page 27
Willow Pharmacist 400 In this course you learn how to verify and make changes to physician entered orders. Course: Willow Pharmacist 100 Course: Willow Pharmacist 200 Course: Willow Pharmacist 300 Course Length: 5 hours Willow Pharmacy Technician 100 In this course you learn how to dispense meds, read labels, fix dispensing errors, and answer questions from nurses. E-Learning: RX000 Intro to Willow E-Learning: RX003 Interruptions E-Learning: INP230 Overview of the MAR Course Length: 5 hours Page 28
Willow Oncology Pharmacist 103 In this course you learn the basics of Epic s medical oncology information system by entering a course of chemotherapy treatment. In addition, you learn to intervene on treatment plan orders and use Epic to prepare for upcoming chemotherapy doses. Course Length: 2 hours Course: Willow Pharmacist 100 Course: Willow Pharmacist 200 Course: Willow Pharmacist 300 Course: Willow Pharmacist 400 E-Learning: E-learning Tutorial E-Learning: PC Basics E-Learning: Overview of Hyperspace for Clinical Applications Page 29
Laboratory Services Beaker is the Epic application for Laboratory Services. Principal Trainer: William Riddiough: William.Riddiough@mihs.org Beaker Lab 100 In this course you will discover Hyperspace, Laboratory Dashboards, entering Lab orders, requisition entry for outpatient submitters, and collecting specimens for admitted patients. Course Length: Total 3.5 hours Audience: All Laboratory Staff E-Learning: E-learning Tutorial E-Learning: Overview of Hyperspace Beaker Lab 200 In this course you will learn how to receive Laboratory specimens for outpatients and inpatients, send out reference Lab specimens, find specimen information, and specimen storage. Course Length: Total 4.0 hours Audience: All Laboratory Staff LAB 100 Beaker Lab 300 In this course you will discover entering and verifying results, cancelling specimens, add-on orders, specimen redraws, performing quality control, creating resulting batches, applying specimen holds, and In-Basket messages. Course Length: Total 1.5 hours Audience: All Laboratory Staff LAB 100 LAB 200 Page 30
Beaker Lab 400 - Hematology In this course you will discover resulting and performing CBC, adding on and performing manual diffs. Course Length: Total 1.5 hours Audience: Hematology LAB 100 LAB 200 LAB 300 Beaker Lab 420 - Microbiology In this course you will discover resulting and performing Microbiology tests, automatic packing list, specimen receiving in MMC Microbiology Lab, set-up bench task, gram stains, work card actions, decision trees, ordering a susceptibility panels, and reportable organisms. Course Length: Total 2.5 hours Audience: Microbiology LAB 100 LAB 200 LAB 300 Beaker Lab 430 - Hematology and Microbiology - Night Shift In this course you will discover resulting and performing CBC, adding on ad performing manual diffs, specimen receiving in MMC Microbiology Lab, set-up bench task, gram stains, and rapid test resulting Course Length: Total 2 hours Audience: Night Shift Hematology and Microbiology LAB 100 LAB 200 LAB 300 Page 31
Beaker and Beyond In this course you will learn downtime procedures and MIHS goals with Meaningful Use. Course Length: Total 2.0 hours Audience: All Laboratory Staff LAB 100 LAB 200 LAB 300 Beaker Laboratory Section Supervisors In this course you will discover managing current laboratory information and reports. Course Length: Total 2.0 hours Audience: All Laboratory Supervisors/Managers LAB 100 LAB 200 LAB 300 Page 32
Perioperative Services Anesthesia Epic Anesthesia is the application for Anesthesia services. The following series of courses will address the needs of the Provider: Anesthesiologist / CRNA. The courses cover Pre-Procedure Care, Induction/Intraoperative Monitoring & Emergence, Post-Procedure Care and Out of the OR Procedures. Principal Trainer: Elizabeth Peregrino: Elizabeth.Peregrino@mihs.org Anesthesia Pre-Procedure Care The Provider will be provided with instructions on how to document and review their Pre-procedure care. This course will cover instructions on using both navigators and flow sheets to help prepare the patient for surgery. Course Length: 1 hour E-Learning: GEN005 Overview of Hyperspace E-Learning: ANE001 Introduction to Anesthesia Preoperative Documentation Anesthesia Induction/Intraoperative Monitoring and Emergence This course will address the Intraoperative phase; it will demonstrate how to complete the graph and the grid record of Anesthesia. Course Length: 1 hour E-Learning: ANE002 Introduction to Anesthesia Intraoperative and Postoperative Documentation Course: Anesthesia Pre-Procedure Care Page 33
Anesthesia Post-procedure care This course will address the needs of the Postoperative phase of anesthesia. Providers will complete a lesson plan that addresses the patient care of the postoperative anesthesia patient. They will learn how to document postoperative anesthesia using the navigators and doc flow sheets. Course: Anesthesia Pre-Procedure Care Course: Induction, Intraoperative Monitoring Care Course Length: 1 hour Anesthesia Out of the OR This course will address the Anesthesia documentation obligations on patients not in the Peri-op department. It covers how to find your patient in the system and document the Out of OR procedure. Course Length: 1 hour Course: Anesthesia Pre-Procedure Care Course: Induction, Intraoperative Monitoring Care Course: Anesthesia Post-Procedure Care Anesthesia Techs-Assignment Board - elearning Required: This is an elearning course accompanied by a short workbook. It covers assigning staff and resources to cases. Open labs will available for practice and questions prior to Go-Live. E-Learning: Assigning Staff and Resources Part I E-Learning: Assigning Staff and Resources Part II Course Length: Total 30 minutes Page 34
OpTime OpTime is the Epic application for Perioperative services. This includes OR Schedulers/OR Charge Posters, Preference Card Builders, Pre-op, Intra-op and Post-op Nurses. Principal Trainer: Pat Uncapher: Patricia.Uncapher@mihs.org OpTime - OR Charge Posters This course will address OpTime EMR needs of the OR Charge Poster added for Phase II Go-live. It will instruct how to use the system to correct errors, complete logs and post charges to the Hospital Billers. This will be completed in on one hour class. E-Learning: OpTime Charging Overview Course Length: 1 hour OpTime - PreOp Nursing This course will address the additional functions to the Pre-op workflows for Phase II Go-live. It includes the MAR; Order Entry, documenting Lines, Drains, Airways and Wounds. Course Length: 4 hours E-Learning: Pre & Post-op Orders Management E-Learning: Overview of the MAR E-Learning: Documenting Override Pulls (non-barcoding) E-Learning: Documenting Medication Drips Page 35
OpTime - Intra-Op Nurse This course will address the additional functions to the Intra-op workflows for Phase II Go-live. It includes Back Table Meds & MAR, Order Entry, documenting Lines, Drains, Airways, Incisions and Wounds. Course Length: 4 hours E-Learning: Documenting Intraprocedure Medication Administration E-Learning: Overview of the MAR E-Learning: Documenting Override Pulls (non-barcoding) OpTime - Post-Op Nurse This course will address the additional functions to the Post-op workflows for Phase II Go-live. It includes the MAR, Order Entry, I&O, Device Integration, documenting Lines, Drains, Airways, Incisions and Wounds. Course Length: Total 5 hours E-Learning: PACU Orders Management E-Learning: Overview of the MAR E-Learning: Documenting Override Pulls (non-barcoding) E-Learning: Import Validate Monitor Documentation E-Learning: Documenting Medication Drips OpTime - Endo RN/Tech This course will address the additional functions to the Endo workflows for Phase II Go-live. It includes the MAR, Order Entry, Blood Administration, documenting Lines, Drains, Airways, and Wounds. Course Length: 5 hours E-Learning: Pre-op & Post-op Orders Management E-Learning: Intraoperative Medication Documentation E-Learning: PACU Orders Management E-Learning: Overview of the MAR E-Learning: Documenting Override Pulls (non-barcoding) E-Learning: Import Validate Monitor Documentation E-Learning: Documenting Medication Drips Page 36
OpTime - Preference Card Builders This course will address the function of adding medications to the Preference Cards for Phase II Go-live. E-Learning: Updating Preference Cards II Course Length: Total 1 hour OpTime OR Charge Nurse - elearning This is an elearning course accompanied by a short workbook. It covers assigning staff and resources to cases. Open labs will available for practice and questions prior to Go-Live. Required: E-Learning: Assigning Staff and Resources Part I E-Learning: Assigning Staff and Resources Part II Course Length: Total 30 minutes Page 37
Physicians, Residents, and Advanced Level Providers This set of courses will customize content and delivery for Providers that are currently using one of the Epic applications in a clinic setting (8-hour course) and those that are not (12-hour course). Certain specialty providers may have additional requirements. Please carefully review all options listed to ensure you are signing up for the course and area of specialty. Principal Trainer: Kim Yedowitz: Kimberly.Yedowitz@mihs.org ASAP - ED Physician and Midlevel Providers In this course, Physicians, Nurse Practitioners, and Physician Assistants will learn the basics of navigating a patient chart in Epic and Provider documentation from initial assessment through disposition. In addition, you will learn how review documentation made by other members of the health care team. Course Length: 4 hours E-Learning: Cosigning Orders E-Learning: Create Personal NoteWriter Macros At Your Convenience E-Learning: Modify and Save Order Set Defaults E-Learning: Use the Macro Manager E-Learning: Consult Tracking ASAP - ED Residents In this course, Residents and Medical Students will learn the basics of navigating a patient chart in Epic and Provider documentation from initial assessment through disposition. In addition, you will learn how review documentation made by other members of the health care team. E-Learning: Cosigning Orders E-Learning: Create Personal NoteWriter Macros At Your Convenience E-Learning: Modify and Save Order Set Defaults E-Learning: Use the Macro Manager E-Learning: Consult Tracking Course Length: 4 hours Page 38
Epic - IP Physician EpicCare Clinic Trained Course ID: In this course, Physicians, Nurse Practitioners, and Physician Assistants will have a brief review of the basics of navigating a patient chart in. In addition, you will learn how review documentation made by other members of the health care team, use patient lists to track patients, manage orders within the IP setting and perform functions within the record associated with admission, transfer, and discharge. Documentation for Consult and Procedure will also be discussed. Supervising relationships will also be reviewed. Course Length: 8 hours Two 4-hour sessions scheduled as Part I and Part II Note: This Course is for Physicians Currently Using Epic in the Clinic Setting (All Specialties) E-Learning: Discharge Overview E-Learning: Placing Orders with Order Sets E-Learning: Physician Rounding Overview Part A: Reviewing a patient s Current Hospitalization E-Learning: Physician Rounding Overview Part B: Documenting on a Patient While Rounding E-Learning: Physician Admission Overview E-Learning: Managing Orders E-Learning: Chart Completion Using In Basket Page 39
Epic - IP Residents EpicCare Clinic Trained Course ID: In this course, Residents and Medical Students will have a brief review of the basics of navigating a patient chart in. In addition, you will learn how review documentation made by other members of the health care team, use patient lists to track patients, manage orders within the IP setting and perform functions within the record associated with admission, transfer, and discharge. Documentation for Consult and Procedure will also be discussed. Supervising relationships will also be reviewed. Course Length: Total 8 hours Two 4-hour sessions scheduled as Part I and Part II Note: This Course is for Residents Currently Using Epic in the Clinic Setting (All Specialties) E-Learning: Discharge Overview E-Learning: Placing Orders with Order Sets E-Learning: Physician Rounding Overview Part A: Reviewing a patient s Current Hospitalization E-Learning: Physician Rounding Overview Part B: Documenting on a Patient While Rounding E-Learning: Physician Admission Overview E-Learning: Managing Orders E-Learning: Chart Completion Using In Basket Page 40
Epic - IP Physician Course ID: In this course Physicians, Nurse Practitioners, and Physician Assistants will learn the basics of navigating a patient chart in Epic and Provider documentation from initial assessment through disposition. In addition, you will learn how review documentation made by other members of the health care team, use patient lists to track patients, manage orders within the IP setting and perform functions within the record associated with admission, transfer, and discharge. Documentation for Consult and Procedure will also be discussed. Supervising relationships will also be reviewed. E-Learning: Cosigning Orders E-Learning: Cosigning ED Notes E-Learning: Create Personal NoteWriter Macros At Your Convenience E-Learning: Modify and Save Order Set Defaults E-Learning: Use the Macro Manager E-Learning: Consult Tracking Course Length: Total 12 hours Three 4-hour sessions scheduled as Part I, Part II, and Part III Note: This Course is for Providers Not Currently Using Epic in the Clinic Setting (All Specialties) Page 41
Epic - IP Residents Course ID: In this course Residents and Medical Students will learn the basics of navigating a patient chart in Epic and Provider documentation from initial assessment through disposition. In addition, you will learn how review documentation made by other members of the health care team, use patient lists to track patients, manage orders within the IP setting and perform functions within the record associated with admission, transfer, and discharge. Documentation for Consult and Procedure will also be discussed. Supervising relationships will also be reviewed. E-Learning: Cosigning Orders E-Learning: Create Personal NoteWriter Macros At Your Convenience E-Learning: Modify and Save Order Set Defaults E-Learning: Use the Macro Manager E-Learning: Consult Tracking Course Length: Total 12 hours Three 4-hour sessions scheduled as Part I, Part II, and Part III Note: This Course is for Providers Not Currently Using Epic in the Clinic Setting (All Specialties) Page 42
Epic - Specialty Physicians: Nephrology Course ID: In this course you build on learning from the Epic In Patient workflows identifying how to manage Dialysis Treatment Plans. IP Provider/Resident E-Learning s listed for Inpatient Physicians Course Length: Total 1.5 hours Epic - Specialty Physicians: Radiologist In this course you learn tasks related to reporting a diagnostic study's findings, signing transcribed studies, and completing protocols for diagnostic studies. The course is primarily self-study e-learning lessons, but also contains material for one-on-one radiologist training. E-Learning: Overview of Hyperspace Course Length: 1 hour Note: These training sessions will be scheduled one on one Page 43