unc health care role-based training plans & course catalog

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UNC HEALTH CARE ROLE-BASED TRAINING PLANS & COURSE CATALOG [email protected] 2014 IMPLEMENTATIONS UPDATED: WEDNESDAY, MARCH 04, 2015

UNC Health Care [email protected] Training Program

TABLE OF CONTENTS [email protected] ................................................................................................................5  Implementation Dates & Locations .................................................................................................... 5 

[email protected] 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 

[email protected] 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 

[email protected] Training & Support Team .................................................................. 17  Instructional Designers ..................................................................................................................... 17  Credentialed Trainers ....................................................................................................................... 18  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 

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UNC Health Care [email protected] Training Program Contacts: ............................................................................................................................................ 29  Providers ............................................................................................................................................ 30  Pharmacy (McCreary Cancer Center only) ....................................................................................... 32  Access & Revenue Non-Provider ...................................................................................................... 33  Ambulatory Non-Provider .................................................................................................................. 36  Reporting ........................................................................................................................................... 41  Research ............................................................................................................................................ 43  Read Only........................................................................................................................................... 44 

Beacon Oncology ................................................................................................. 45  Oncology Provider.............................................................................................................................. 45  Ambulatory Oncology Nurse ............................................................................................................. 46  Oncology Pharmacist ........................................................................................................................ 47  Tumor Registrar ................................................................................................................................. 48 

Cadence Registration & Scheduling ................................................................... 49  Schegistrar 100................................................................................................................................. 49  Schegistrar 101................................................................................................................................. 49  Front Desk 200 ................................................................................................................................. 50  Schegistrar Supervisor ...................................................................................................................... 50  Provider Template Editing................................................................................................................. 50  Lab Order Entry & Check-In .............................................................................................................. 51 

EpicCare Ambulatory............................................................................................ 52  Ambulatory Provider 100 .................................................................................................................. 52  Ambulatory Provider Prenatal Care .................................................................................................. 52  Ambulatory Provider 200 .................................................................................................................. 53  Ambulatory Nurse.............................................................................................................................. 53  Ambulatory Prenatal Nurse .............................................................................................................. 54  Ambulatory Ancillary Clinician .......................................................................................................... 54  Advanced Workflows for Ambulatory Nurse .................................................................................... 55  Ambulatory Anti-Coagulation Clinician ............................................................................................. 55  Ambulatory Clinic Manager 100....................................................................................................... 56 

Health Information Management ........................................................................ 57  Coder 100 .......................................................................................................................................... 57  Getting to ONE: one patient ID, one problem list, one medication list, one bill

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UNC Health Care [email protected] Training Program

Identity .................................................................................................................. 58  Data Integrity 100 ............................................................................................................................. 58 

Personalization & Voice Recognition .................................................................. 59  Personalization Lab 100................................................................................................................... 59  Dragon Voice Recognition Lab 100 ................................................................................................. 59 

Radar & Reporting Workbench ........................................................................... 60  ISDBI4.0-2 Business Intelligence 4.0 New User ............................................................................. 60  [email protected] Reporting ......................................................................................................................... 60 

Research .............................................................................................................. 61  Research Basics 100 ........................................................................................................................ 61  Research Administration 100 .......................................................................................................... 61  Research Coordinator 200 ............................................................................................................... 61  Research Non-Clinician Ordering and Documentation ................................................................... 62 

Resolute Professional Billing ............................................................................... 64  Hospital & Professional [email protected] Billing Fundamentals .............................................................. 64  Professional Billing Charge Entry ..................................................................................................... 64  Professional Billing Coder ................................................................................................................. 65  Professional Billing Professional Billing Charge Capture Management ........................................ 65  Professional Billing Payment Poster ................................................................................................ 66  Professional Billing Insurance Follow-Up & Reviewing Claims ....................................................... 66  Professional Billing Customer Service & Financial Counselor ....................................................... 67 

Resolute Hospital Billing (McCreary Cancer Center only) .................................. 64  Hospital Billing Charge Entry 100 .................................................................................................... 64 

Willow Inpatient Pharmacy ....................................... Error! Bookmark not defined.  Pharmacist Day 1 .............................................................................................................................. 68  Pharmacist Day 2 .............................................................................................................................. 68 

Epic E-Learning Course Index .............................................................................. 69 

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

[email protected] Our goal with the [email protected] 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, [email protected] provides “one patient ID, one problem list, one medication list, and one bill”. [email protected] 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

Implementation Date

April 4, 2014

June 20, 2014

UNC Health Care Locations

UNC Hospitals UNC Faculty Physicians Chatham Hospital UNC Physicians Network West

Rex Healthcare Rex LLC UNC Physician Network East

Go-Live #3 Ambulatory Affiliates May 5, 2015

Go-Live #4 Inpatient Affiliates Date in 2016

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

[email protected] Training Program The goal for [email protected] training is to deliver a constructive, interactive, and self-motivated training program that allows users to develop knowledge, skill, and confidence using [email protected] The ultimate goal of the [email protected] training program is to ensure a safe and high quality experience for our patients from the first day our go-live. [email protected] 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 [email protected] integrated system. For Go-Lives #1 and #2, we provided [email protected] 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 [email protected] Training Program is based on the following Guiding Principles established at the outset of this project.    

UNC Health Care requires [email protected] 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

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program of the appropriate instructor-led class before advancing to the next step in the Training Plan toward receiving system access to the [email protected] application. The [email protected] 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 [email protected] 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 [email protected] 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 [email protected] project. Refer to the “As of MM/DD/YYYY” located in the document footer for the current updated information.

Dean Hondros  [email protected] Training Manager 



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

Training Methodology Learning [email protected] 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 [email protected] 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 Implementation Date UNC Health Care Locations

Ambulatory Go-Live May 5, 2015 Affiliate Ambulatory Practices (High Point, Caldwell, Johnston, etc.)

Epic 2014 E-Learning courses available in LMS

January 26, 2015 Access to the LMS is required

Class schedules available in LMS for registration

February 9, 2015

Post go-live class schedules available in LMS for new employees and providers

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 ELearning 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.



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

Role‐based Training Plans in LMS Each Training Plan combines E-Learning and role-based core instructor-led courses required for access to the [email protected] application. Training Plans include courses from one or more [email protected] 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 [email protected] 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 [email protected] 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 [email protected] Applications and provides additional details about the courses in your Training Plan. Application [email protected] Course Course Length

Roles Course Description Pre-learning or E-Learning Prerequisites

[email protected] 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 prerequisites Post-learning Class location

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 [email protected] 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.

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UNC UNC Health HealthCare [email protected] [email protected] Training Program

[email protected] Training Facility Guidelines & Location

Classes for the [email protected] Ambulatory Affiliate Go-live event are being taught at few different facilities:

Location #1: Learning Street “Learning Street”, our [email protected] 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.

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program 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.



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

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 2nd 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, 1st floor.  Must access the  training rooms through this entrance.   

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program Logistics for Eastowne 

The Eastowne classrooms are accessible on the 1st 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.



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

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 3rd 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.

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

Location #4: Caldwell Training Location [email protected] training at Caldwell will be held in one of two locations: 348 Harper Avenue SW, Lenoir, NC (either classroom A or B)

Or 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)   

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program 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.



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

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 [email protected] Training New employees, providers, incoming house staff, medical, nursing, pharmacy, and other clinical students complete the same [email protected] training requirements as those for the 2014 go-live implementations. A plan is being worked out now.

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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

[email protected] Training & Support Team Instructional Designers Our 19-member team of Instructional Designers (IDs) is part of the [email protected] Core Team. These individuals are certified in many different Epic 2014 applications and are responsible for developing all aspects of our [email protected] 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

ID Name

Email [email protected]

Beaker Lab

Tosin Oyeyemi-Komolafe

Cadence Schegistration Cupid Cardiology EpicCare Ambulatory & My Chart EpicCare Ambulatory & Phoenix EpicCare Ambulatory & Kaleidoscope EpicCare Inpatient Orders

Anna Salciccia Amanda Shirley Peg Miller Lauren Womack Craig Brown Colleen Anderberg

EpicCare Inpatient Orders

Karen Goeke-Austin

EpicCare Inpatient Documentation EpicCare Inpatient Documentation & Stork OB 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

Irene Urko Tanya Alvord John Butler Cindy Garrett Sara Chalmers Lucian Grey Anne Sargent Denise Ellington Amanda Shirley

Lisa Haskins Cathy Jarboe Amy Coghill

[email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected]



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UNC UNCHealth HealthCare [email protected] [email protected] Training Program

Credentialed Trainers Credentialed Trainers (CTs) are the classroom instructors who will teach [email protected] 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 [email protected] We are in the process of hiring Credentialed Trainers to join our training team for a three-month appointment that begins in early February. Read the Training Plan pages for [email protected] role-based training requirements that include one or more [email protected] application and workflow. Read the application-specific pages for information about the rolebased training within each [email protected] 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 [email protected] and ensuring users know how to use [email protected] 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 [email protected] 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 [email protected] 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 [email protected]

End Users Anyone requiring access to [email protected] is classified as an “End User”.

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UNC Training Health Care [email protected] Epic Wheels CourseTraining 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.

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UNC Training Health Care [email protected] Epic Wheels CourseTraining 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.

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UNC Training Health Care [email protected] Epic Wheels CourseTraining 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.

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UNC Training Health Care [email protected] Epic Wheels CourseTraining 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.

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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.



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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.

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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.

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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 [email protected] 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.

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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.

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STEP 6: NAVIGATING THE CONTENT PLAYER WINDOW.  

Select the Play icon to start the ELearning activity. Navigation controls may be located at the bottom of the content player window.

STEP 7: COMPLETING AN ELEARNING AND CLOSING THE CONTENT P LAYER 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.



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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 [email protected] 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 [email protected] Training: Send an email to [email protected]

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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) [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Personalization Lab 100 Dragon Voice Recognition Lab 100

T1590101 Classroom Hours 4 4 2 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory [email protected] Dragon



Family Medicine Providers who also perform Pre‐Natal Care Ambulatory Providers who also perform Pre-Natal Care [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Ambulatory Provider Prenatal Care Personalization Lab 100 Dragon Voice Recognition Lab 100

Attending: T1020102 Classroom Hours 4 4 2 2 2

Medicine

Attending: T1150101 Advanced Practitioners: T00006

Medical Oncologists [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Oncology Provider Personalization Lab Dragon Voice Recognition Lab

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory EpicCare Ambulatory [email protected] Dragon

Classroom Hours 4 4 7 2 2

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[email protected] Application EpicCare Ambulatory EpicCare Ambulatory Beacon [email protected] Dragon

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Or Ambulatory Providers who also perform Pre-Natal Care [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Ambulatory Provider Prenatal Care Personalization Lab 100 Dragon Voice Recognition Lab 100

T1020102 Classroom Hours 4 4 2 2 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory EpicCare Ambulatory [email protected] Dragon



Radiation Oncology Radiation Oncologists [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Personalization Lab Dragon Voice Recognition Lab

Attending: T1150101 Advanced Practitioners: T00006 Classroom Hours 4 4 2 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory [email protected] Dragon



Ambulatory Anti‐Coagulation Provider Ambulatory Anti-Coagulation Provider [email protected] Course Name Ambulatory Provider 100 Ambulatory Provider 200 Ambulatory Anti-Coagulation Clinician Personalization Lab 100 Dragon Voice Recognition Lab 100

T1590101 Classroom Hours 4 4 2 2 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory EpicCare Ambulatory [email protected] Dragon



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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

[email protected] Course Name Pharmacist Oncology Pharmacist

Classroom Hours 8 8

[email protected] Application Willow Beacon



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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 [email protected] Course Name Schegistrar 100 Schegistrar 101

T1172301 Classroom Hours 7 7

[email protected] Application Cadence Cadence

Classroom Hours 7 7 7

[email protected] Application Cadence Cadence Cadence

Classroom Hours 7 7 7

[email protected] Application Cadence Cadence Cadence

Classroom Hours 7 7 7 4

[email protected] Application Cadence Cadence Cadence Cadence

Classroom Hours 7 7 7 2

[email protected] Application Cadence Cadence Cadence Cadence

Classroom Hours 7 7 2

[email protected] Application Cadence Cadence Cadence

Or Schegistrar and Front Desk [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200

T1172301

Or Schegistrar and Front Desk [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200

T1172301

Or Schegistrar and Front Desk Supervisor [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor

T1172501

Or Schegistrar, Front Desk, and Provider Template Editing [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Provider Template Editing

T1179001

Or Schegistrar and Provider Template Editing [email protected] Course Name Schegistrar 100 Schegistrar 101 Provider Template Editing

T1179001

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Or Schegistrar, Front Desk, and Provider Template Editing Supervisor [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Provider Template Editing

Or Front Desk with Billing responsibilities

T1172501

Classroom Hours 7 7 7 4 2

[email protected] Application Cadence Cadence Cadence Cadence Cadence

T1172301 SubTemplate: T2081005 PB Revenue Steward

[email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Professional Billing Charge Entry & Review

Classroom Hours 7 7 7 4

Or Schegistrar, Front Desk, and Provider Template Editing with Billing Responsibilities [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Provider Template Editing

[email protected] Application Cadence Cadence Cadence Cadence

Classroom Hours 2

[email protected] Application Cadence

Classroom Hours 4

[email protected] Application Cadence

T1173901

Or Lab Order Entry & Check-In [email protected] Course Name Lab Order Entry & Check-In

T1179001

Classroom Hours 7 7 7 2

Or Provider Template Editing [email protected] Course Name Provider Template Editing

[email protected] Application Cadence Cadence Cadence Resolute Professional Billing

T2100601

Or Front Desk with Billing responsibilities (McCreary Cancer Center Only) T1172301 SubTemplate: T2081005 PB Revenue Steward [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Professional Billing Charge Entry & Review Hospital Billing Charge Entry

Classroom Hours 7 7 7 4 2

[email protected] Application Cadence Cadence Cadence Resolute Professional Billing Resolute Hospital Billing

Classroom Hours 7 7 7 7

[email protected] Application Cadence Cadence Cadence Identity

Or Schegistrar and Front Desk with Data Integrity responsibilities [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Data Integrity 100



Health Information Management Health Information Management (HIM) Coder [email protected] Course Name Coder 100

UNCMC: T2306110 Rex: T2306101 Classroom Hours 7

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[email protected] Application HIM

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Or Identity Staff & Supervisors [email protected] Course Name Data Integrity 100

T2306201 Classroom Hours 7

[email protected] Application Identity



Professional Billing Professional Billing Charge Entry Staff & Supervisor [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Charge Entry & Review

Staff: T2084701 Supervisor: T2085102 Classroom Hours 4 4

Or Professional Billing Coder Staff & Supervisor [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Charge Entry & Review Professional Billing Coder

Staff: T2084701 Supervisor: T2085102 Classroom Hours 4 4 4

Or Professional Billing Payment Poster Staff & Supervisor [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Payment Poster

Classroom Hours 4 8

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing

Staff: T2084502 Supervisor: T2085104 Classroom Hours 4 7

Or Professional Billing Customer Service and Financial Counselor [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Customer Service & Self Pay Follow-Up

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing Resolute Professional Billing

Staff: T2084001 Supervisor: T2085110

Or Professional Billing Insurance Follow-up Staff & Supervisor [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Insurance Follow-up & Reviewing Claims

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing

Supervisor: T1085106 Staff: T1085001 Classroom Hours 4 6

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing

Classroom Hours 4 4 4

[email protected] Application Resolute PB & HB Billing Resolute Professional Billing Resolute Professional Billing

Or Financial Counselors & Supervisors [email protected] Course Name Hospital & Professional [email protected] Billing Fundamentals Professional Billing Self-pay Follow-up 100 Professional Billing Customer Service 100

T3103902

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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)

[email protected] Course Name Ambulatory Nurse

RN: T2100401 MA or NA: T2100501 MA with Front Desk: T210050101 Classroom Hours 8

[email protected] Application EpicCare Ambulatory

Classroom Hours 8 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory

Or Ambulatory Pre-Natal Nurse (RN pre-natal only) [email protected] Course Name Ambulatory Nurse Ambulatory Prenatal Nurse 200

RN: T1020403

Or Ambulatory Schegistrar, Front Desk, also practicing as a Nurse, NA, LPN, CMA, or RMA [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Ambulatory Nurse

Or Ambulatory Schegistrar, Front Desk, Provider Template Editing also practicing as a Nurse, LPN, NA, CMA, or RMA [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Provider Template Editing Ambulatory Nurse

Classroom Hours 7 7 7 8

RN: T2100401 MA: T2100501 [email protected] Application Cadence Cadence Cadence EpicCare Ambulatory

RN: T2100401 MA: T2100501 with Cadence Manager Tools Sub: T21001 Classroom Hours 7 7 7 2 8

[email protected] Application Cadence Cadence Cadence Cadence EpicCare Ambulatory

Or Ambulatory Schegistrar, Front Desk, also practicing as a Pre-Natal Nurse, NA, LPN, CMA, or RMA T1020403 [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Ambulatory Nurse Ambulatory Prenatal Nurse

Classroom Hours 7 7 7 8 2

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[email protected] Application Cadence Cadence Cadence EpicCare Ambulatory EpicCare Ambulatory

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Or Ambulatory Schegistrar, Front Desk, Provider Template Editing also practicing as an Ancillary Practitioner (Registered Dietician, Social Worker, PT, OT, etc.) Nutritionist template T1590801 MA: T2100501 with Cadence Manager Tools Sub: T21001 [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Provider Template Editing Ambulatory Ancillary Clinician

Or Ambulatory Schegistrar, Front Desk, Provider Template Editing also practicing as a Pre-Natal Nurse, NA, LPN, CMA, or RMA [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Provider Template Editing Ambulatory Nurse Ambulatory Prenatal Nurse

Classroom Hours 7 7 7 2 4

T1020403 with Cadence Manager Tools Sub: T21001 Classroom Hours 7 7 7 2 8 2

Or Ambulatory Nurse, NA, LPN, MA, CST also practicing as a Basic Scheduler [email protected] Course Name Schegistrar 100 Ambulatory Nurse

Classroom Hours 7 8

Or Ambulatory Nurse, NA, LPN, MA, CST also practicing as an Advanced Scheduler [email protected] Course Name Schegistrar 100 Schegistrar 101 Ambulatory Nurse

Classroom Hours 7 7 8

Or Ambulatory Nurse, NA, LPN, MA, CST also practicing as Front Desk [email protected] Course Name Schegistrar 100 Front Desk 200 Ambulatory Nurse

Classroom Hours 7 7 8

Classroom Hours 7 7

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[email protected] Application Cadence Cadence Cadence Cadence EpicCare Ambulatory EpicCare Ambulatory

RN: T2100401 MA: T2100501 [email protected] Application Cadence EpicCare Ambulatory

RN: T2100401 MA: T2100501 [email protected] Application Cadence Cadence EpicCare Ambulatory

RN: T2100401 MA: T2100501

Or Ambulatory Nurse, NA, LPN, MA, CST also practicing as Front Desk and a Phlebotomist [email protected] Course Name Schegistrar 100 Front Desk 200

[email protected] Application Cadence Cadence Cadence Cadence EpicCare Ambulatory

[email protected] Application Cadence Cadence EpicCare Ambulatory

RN: T2100401 MA: T2100501 [email protected] Application Cadence Cadence

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Ambulatory Nurse Lab Order Entry & Check-In

8 4

EpicCare Ambulatory Cadence

Or

Ambulatory Nurse, NA, LPN, MA, CST also practicing as Front Desk and a Phlebotomist in an Anti-Coagulation Clinic [email protected] Course Name Schegistrar 100 Front Desk 200 Ambulatory Nurse Ambulatory Anti-Coagulation Clinician 100 Lab Order Entry & Check-In

Classroom Hours 7 7 8 2 4

[email protected] Application Cadence Cadence EpicCare Ambulatory EpicCare Ambulatory Cadence

Classroom Hours 7 7 7 4 2 2

[email protected] Application Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory

Or Ambulatory Clinic Manager [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Professional Billing Charge Capture Management Ambulatory Clinic Manager 100

RN: T2100401 MA: T2100501

T1172501

Or Ambulatory Clinic Manager also practicing as a Nurse, LPN, MA (except pre-natal) RN: T2100401 with Cadence Manager Tools Sub: T21001 [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Professional Billing Charge Capture Management Ambulatory Nurse Ambulatory Clinic Manager 100

Classroom Hours 7 7 7 4 2 8 2

[email protected] Application Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory EpicCare Ambulatory

Or Ambulatory Clinic Manager also practicing as a Pre-Natal Nurse, LPN (pre-natal only) RN: T1020403 with Cadence Manager Tools Sub: T21001 [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Professional Billing Charge Capture Management Ambulatory Nurse Ambulatory Prenatal Nurse Ambulatory Clinic Manager 100

Classroom Hours 7 7 7 4 2 8 2 2

[email protected] Application Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory EpicCare Ambulatory EpicCare Ambulatory

Or Ambulatory Clinic Manager practicing as a Nurse (RN, LPN, MA, except pre-natal) and working T2100401 as a Schegistrar Supervisor and Provider Template Editing with Cadence Manager Tools Sub: T21001 [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Provider Template Editing Professional Billing Charge Capture Management Ambulatory Nurse

Classroom Hours 7 7 7 4 2 2 8

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[email protected] Application Cadence Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory

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Ambulatory Clinic Manager 100

2

EpicCare Ambulatory

Classroom Hours 7 7 7 4 2 8 2

[email protected] Application Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory EpicCare Ambulatory

Or

Ambulatory Clinic Manager also working as a Schegistrar Supervisor [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Professional Billing Charge Capture Management Ambulatory Nurse Ambulatory Clinic Manager 100

T1172503

Or Ambulatory Clinic Manager also working as a Schegistrar Supervisor and Provider Template Editing with Cadence Manager Tools [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Provider Template Editing Professional Billing Charge Capture Management Ambulatory Nurse Ambulatory Clinic Manager 100

T1172503 Sub: T21001

Classroom Hours 7 7 7 4 2 2 8 2

[email protected] Application Cadence Cadence Cadence Cadence Cadence Resolute Professional Billing EpicCare Ambulatory EpicCare Ambulatory

Or Hospital Based Ambulatory Clinic Manager also working as a Schegistrar Supervisor and Provider Template Editing with Cadence Manager Tools (McCreary Cancer Center only) [email protected] Course Name Schegistrar 100 Schegistrar 101 Front Desk 200 Schegistrar Supervisor Provider Template Editing Professional Billing Charge Capture Management Professional Billing Charge Entry & Review Hospital Billing Charge Entry Ambulatory Nurse Ambulatory Clinic Manager 100

Classroom Hours 7 7 7 4 2 2 4 2 8 2

[email protected] Application Cadence Cadence Cadence Cadence Cadence Resolute Professional Billing Resolute Professional Billing Resolute Hospital Billing EpicCare Ambulatory EpicCare Ambulatory

Classroom Hours 8 2

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory

Or Ambulatory Anti-Coagulation Nurse [email protected] Course Name Ambulatory Nurse Ambulatory Anti-Coagulation Clinician 100

T2100401

Or Ambulatory Anti-Coagulation Nurse also practicing as a Basic Scheduler [email protected] Course Name Schegistrar 100 Ambulatory Nurse Ambulatory Anti-Coagulation Clinician 100

T2100401

Classroom Hours 7 8 2

Or Ambulatory Anti-Coagulation Nurse also practicing as an Advanced Scheduler [email protected] Course Name Schegistrar 100

T1172503 Sub: T21001

Classroom Hours 7

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[email protected] Application Cadence EpicCare Ambulatory EpicCare Ambulatory

T2100401 [email protected] Application Cadence

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Schegistrar 101 Ambulatory Nurse Ambulatory Anti-Coagulation Clinician 100

7 8 2

Cadence EpicCare Ambulatory EpicCare Ambulatory

Or Ambulatory Oncology Nurse and Navigators

RN: T1150403 Navigator: T115040301

[email protected] Course Name Ambulatory Nurse Ambulatory Oncology Nurse

Classroom Hours 8 8

Or Ambulatory Nurse who also functions as a Radiology Technologist [email protected] Course Name Ambulatory Nurse Radiology Technologist (XR, CT, MR, US, Mammo, Nuc Med)

[email protected] Application EpicCare Ambulatory Beacon

T1550601 Manager add Sub: T1552501 Classroom Hours 8 7

[email protected] Application EpicCare Ambulatory Radiant

Or Ambulatory Nurse with Anti-Coagulation who also functions as a Radiology Technologist T1550601 with Front Desk Manager add Sub: T1552501 [email protected] Course Name Ambulatory Nurse Ambulatory Anti-Coagulation Clinician 100 Radiology Technologist (XR, CT, MR, US, Mammo, Nuc Med) Schegistrar 100 Front Desk 200

Classroom Hours 8 2 7 7 7

[email protected] Application EpicCare Ambulatory EpicCare Ambulatory Radiant Cadence Cadence

Oncology Care Rad Onc Technologist, Dosimetrists, & Physicists

[email protected] Course Name Clinical Read Only

Therapist: T2091903 Dosimetrist: T2091901 Physicist: T2091902 Classroom Hours Online

[email protected] Application [email protected]

Or Tumor Registrar

T1151901 with 1151000458 subtemplate

[email protected] Course Name Tumor Registrar

Classroom Hours 3

[email protected] Application Beacon



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UNC Training Health Care [email protected] Epic Wheels CourseTraining Catalog Program

Role-Based Training Plans

Radiology 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. Neurology, Radiology, and Pulmonary Function Technologist

[email protected] Course Name Radiology Technologist 100

Neurology: Pulmonary: Manager add Sub: Radiology: Sleep Lab: Classroom Hours 5

Or Ambulatory Nurse who also functions as a Radiology Technologist [email protected] Course Name Ambulatory Nurse Radiology Technologist (XR, CT, MR, US, Mammo, Nuc Med)



T1420601 T1550601 T1552501 T1050601 T1590601

[email protected] Application Radiant

T1550601 Manager add Sub: T1552501 Classroom Hours 8 7

[email protected] Application EpicCare Ambulatory Radiant



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UNC Training Health Care [email protected] Epic Wheels CourseTraining Catalog Program

Role-Based Training Plans

Reporting 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. [email protected] Reporting [email protected] Course Name [email protected] Reporting Note: This plan is in addition to your role-based Training Plan. It is intended for analysts whose main job function is reporting and data analysis.

Classroom Hours 4

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[email protected] Application Radar & Reporting Workbench

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UNC Training Health Care [email protected] Epic Wheels CourseTraining Catalog Program

Role-Based Training Plans

Research 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. Research Assistant, Research Monitor [email protected] Course Name E-Learning: RES001: Research Basics (Completion required)

Assistant: T8889902 Monitor: T8889901 E-Learning Only 15 minutes

[email protected] Application Research

Or Provider or Nurse acting as Research Coordinator [email protected] Course Name Research Administration 100

Provider Sub: T8889904 Nurse Sub: T8889906 Classroom Hours 4

Research Coordinator 200 NOTE: this is in addition to your role-based Training Plan

4

[email protected] Application UNC Clinical Research Management System (CRMS) Research

Or Research Coordinator who is not a Provider or Research Coordinator who also Schedules T8881901 Schegistrar Cadence Sub: T8889903 [email protected] Course Name Research Administration 100

Classroom Hours 4

Research Coordinator 200 Research Coordinator 300 NOTE: this in addition to another appropriate role-based Training Plan

4 2

Or Oncology Research Coordinator who is not a Provider or Research Coordinator who also Schedules [email protected] Course Name Research Administration 100

T1151902 Schegistrar Cadence Sub: T8889903 Classroom Hours 4

Research Coordinator 200 Oncology Provider NOTE: this in addition to another appropriate role-based Training Plan

4 8

Or Oncology Research Nurse [email protected] Course Name Research Administration 100

[email protected] Application UNC Clinical Research Management System (CRMS) Research Research

[email protected] Application UNC Clinical Research Management System (CRMS) Research Beacon

Beacon OP Nurse: T1150403 Research Nurse Sub: T8889906 Classroom Hours 4

Research Coordinator 200 Ambulatory Nurse Ambulatory Oncology Nurse Oncology Provider NOTE: this in addition to another appropriate role-based Training Plan

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4 8 8 7

[email protected] Application UNC Clinical Research Management System (CRMS) Research EpicCare Ambulatory Beacon Beacon

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UNC Training Health Care [email protected] Epic Wheels CourseTraining Catalog Program

Role-Based Training Plans

Read 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. Clinical: Read Only [email protected] Course Name E-Learning: GEN005: Overview of Hyperspace for Clinical Applications E-Learning: CLN005: Reviewing Past Visits and Results E-Learning: ECL220: Using InBasket E-Learning: INP007: Managing Patient Lists E-Learning: OR102: Introduction to the Snapboard

T2109901 E-Learning Only 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes

Or Revenue: Read Only [email protected] Course Name E-Learning: GEN006: Overview of Hyperspace for Access & Revenue Applications E-Learning: RHB011: Life of a Charge E-Learning: REP001: Overview of Reporting and Reporting Tools E-Learning: REP005: Run and Manage Reports

T2085111 E-Learning Only 15 minutes 15 minutes 15 minutes 15 minutes

Or Clinical & Revenue: Read Only [email protected] Course Name E-Learning: GEN006: Overview of Hyperspace for Access & Revenue Applications E-Learning: RHB011: Life of a Charge E-Learning: REP001: Overview of Reporting and Reporting Tools E-Learning: REP005: Run and Manage Reports E-Learning: GEN005: Overview of Hyperspace for Clinical Applications E-Learning: CLN005: Reviewing Past Visits and Results E-Learning: ECL220: Using InBasket E-Learning: INP007: Managing Patient Lists E-Learning: OR102: Introduction to the Snapboard

[email protected] Application Clinical Clinical Clinical Clinical OpTime

[email protected] Application Access & Revenue Access & Revenue Access & Revenue Access & Revenue

T2109902 E-Learning Only 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes 15 minutes

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[email protected] Application Access & Revenue Access & Revenue Access & Revenue Access & Revenue Clinical Clinical Clinical Clinical OpTime

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UNC Health Care [email protected] Training Program

Beacon

Beacon Oncology Oncology Provider Course Length: 7 hours Roles: Adult & Pediatric Medical Oncologist, Adult & Pediatric Bone Marrow Transplant Provider, Oncology Fellow, Nurse Practitioner, Physician Assistant, Oncology Research Nurse In this course you learn how to:       

 

Stage a cancer Create an Oncology History Review patient information using Synopsis Create & manage chemotherapy Treatment Plans Order carboplatin using AUC dosing Convert a Treatment Plan Track cumulative doses of chemotherapies with lifetime dose limits Order and manage a Therapy Plan Order blood products using a Transfusion Plan

Course Prerequisite:                    

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN058 Overview of a Navigator E-Learning: CLN059 Reviewing the Chart E-Learning: CLN051 Overview of Ordering E-Learning: CLN055 Overview of Note Writing E-Learning: CLN050 Overview of InBasket E-Learning: CLN060 Overview of Media Manager E-Learning: AMB017 Basic Office Workflows E-Learning: AMB021 Order Management E-Learning: AMB029 Facility Administered Medications E-Learning: AMB020 Documenting Immunizations E-Learning: ONC050 Overview of Beacon Treatment Plans E-Learning: ONC001 Staging a Patient’s Cancer E-Learning: ONC002 Creating a Treatment Plan E-Learning: ONC003 Modifying a Treatment Plan E-Learning: ONC005: Cancel or Defer Treatment E-Learning: ONC004 Normal Infusion Visit Course: Ambulatory Provider 100 or Accelerated Training Option for Providers who have used Epic before Course: Ambulatory Provider 200

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UNC Health Care [email protected] Training Program

Beacon

Ambulatory Oncology Nurse Course Length: 8 hours Roles: Oncology Clinic Nurses, Oncology Infusion Nurses, Oncology Research Nurses, Navigators, Transplant Coordinators, & Nurse Managers from Adult Oncology Clinics, Adult Infusion Centers, GYN Oncology Clinic/Infusion, Bone Marrow Transplant Clinic/Infusion, Pediatric Oncology Clinic/Infusion, and Oncology Research/Protocol Office In this course you learn how to:          

Review the Schedule Review patient information using Reports and Synopsis Verify, release, and manage chemotherapy Treatment Plans Collect a lab specimen Document intravenous access device placement and removal Document medication and infusion administration Release orders from a Therapy Plan Transfuse blood products File charges Complete a Treatment Plan day and request appointments

Course Prerequisites:

             



E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN058 Overview of a Navigator E-Learning: CLN059 Reviewing the Chart E-Learning: CLN051 Overview of Ordering E-Learning: CLN055 Overview of Note Writing E-Learning: CLN050 Overview of InBasket E-Learning: CLN060 Overview of Media Manager E-Learning: AMB017 Basic Office Workflows E-Learning: AMB021 Order Management E-Learning: AMB029 Facility Administered Medications E-Learning: AMB020 Documenting Immunizations E-Learning: ONC050 Overview of Beacon Treatment Plans E-Learning: ONC004 Normal Infusion Visit E-Learning: ONC005: Cancel or Defer Treatment Course: Ambulatory Nurse

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UNC Health Care [email protected] Training Program

Beacon

Oncology Pharmacist Course Length: 8 hours

Course Prerequisites:

Roles: Clinical Pharmacist Practitioner, Registered Pharmacist, 2nd year Oncology Pharmacy Residents



In this course you learn how to:



      

Add problems to the Problem List Review patient information using Synopsis Create & manage chemotherapy Treatment Plans Order carboplatin using AUC dosing Track cumulative doses of chemotherapies with lifetime dose limits Order and manage a Therapy Plan Review, verify, & intervene on Treatment Plan orders



E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN058 Overview of a Navigator E-Learning: CLN059 Reviewing the Chart E-Learning: CLN050 Overview of InBasket E-Learning: AMB029 Facility Administered Medications E-Learning: AMB020 Documenting Immunizations E-Learning: RX000 Introduction to Willow Inpatient E-Learning: RX001 Verify Orders E-Learning: RX002 Managing Orders as a Pharmacist E-Learning: RX003 Interruptions E-Learning: ONC050 Overview of Beacon Treatment Plans E-Learning: ONC002 Creating a Treatment Plan E-Learning: ONC003 Modifying a Treatment Plan E-Learning: ONC005: Cancel or Defer Treatment E-Learning: ONC004 Normal Infusion Visit



Course: Pharmacist

           

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UNC Health Care [email protected] Training Program

Beacon

Tumor Registrar Course Length: 3 hours

Course Prerequisites:

Roles: Tumor Registrar, Cancer Registry Staff In this course you learn how to:         

Navigate workspaces in Epic Distinguish between encounter types Use reports to identify patients with staged and unstaged cancers Navigate the Cancer Staging activity Communicate with providers to complete cancer staging Identify patient problems, comorbidities, complications, & the Oncology History Identify whether a patient is enrolled in a research study Locate patient demographics and insurance information Create a quick disclosure of patient health information

          

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN059 Reviewing the Chart E-Learning: CLN050 Overview of InBasket E-Learning: CLN060 Overview of Media Manager E-Learning: HIM005 Quick Disclosure E-Learning: REP001 Overview of Reporting & Reporting Tools E-Learning: REP005 Run & Manage Reports E-Learning: REP010 Modify the Search Criteria of a Report E-Learning: REP020 Create & Save a Private View E-Learning: ONC050 Overview of Beacon Treatment Plans E-Learning: ONC001 Staging a Patient’s Cancer

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UNC Health Care [email protected] Training Program

Cadence

Cadence Registration & Scheduling Schegistrar 100 Course Length: 7 hours Roles: Administrative and Managerial staff responsible for patient registration and scheduling appointments in ambulatory clinics and hospital outpatient departments. In this course you learn how to schedule and register a patient.

Pre-class Learning: 

      

E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications E-Learning: PRE050 Overview of Workqueues for Access E-Learning: PRE052 Overview of Registration in a Clinic Setting E-Learning: CAD050 Overview of the Appointment Desk E-Learning: CAD052 Overview of Making An Appointment E-Learning: CAD060 Interpreting Provider Schedules E-Learning: MYC001 Overview of MyChart Patient Portal E-Learning: RFL001 Using Referrals in Epic

Schegistrar 101 Course ID: 7 hours Roles: Administrative and Managerial staff responsible for patient registration and scheduling appointments in ambulatory clinics and hospital outpatient departments.

Course Prerequisites: 

Course: Schegistrar 100

In this course you learn advanced scheduling variations, patient and scheduled order workqueue management, order transcription and referral and authorization entry.

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UNC Health Care [email protected] Training Program

Cadence

Front Desk 200 Course ID: 7 hours Roles: Administrative and Managerial staff responsible for patient registration and scheduling appointments in ambulatory clinics and hospital outpatient departments. In this course you learn how to manage patient activities at the front desk who present for appointments, how to update appointment statuses, and point of service collections. You also learn check-in, check-out, manual charge entry, and how to work Front Desk Workqueues.

Course Prerequisites: 

E-Learning: CAD051 Overview of the Department Appointments Report

 

Course: Schegistrar 100 Course: Schegistrar 101

Schegistrar Supervisor Course Length: 4 hours Roles: Managerial staff responsible for patient registration and scheduling appointments in ambulatory clinics and hospital outpatient departments.

Pre-class Learning & Course Prerequisites:   

Course: Schegistrar 100 Course: Schegistrar 101 Course: Front Desk 200

In this course you learn the basics of managing scheduling and registration in Epic.

Provider Template Editing Course Length: 2 hours Roles: Administrative and Managerial Staff responsible for updating outpatient provider schedules. In this course you learn about updating a provider’s schedule.

Pre-class Learning: 

  

E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications E-Learning: CAD050 Overview of the Appointment Desk E-Learning: CAD052 Overview of Making an Appointment E-Learning: CAD060 Interpreting Provider Schedules

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UNC Health Care [email protected] Training Program

Cadence

Lab Order Entry & Check-In Course Length: 4 hours Roles: Lab Technologists, Phlebotomists. In this course you learn tasks related to managing external, internal, standard and future lab orders. You also learn how to register and check-in patient walk-ins, specimen only and pre-scheduled appointments.

Pre-class Learning: 

   

E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications E-Learning CLN005: Reviewing Past Visits and Results E-Learning: CAD052 Overview of Making an Appointment E-Learning AMB006: Placing Orders E-Learning: MYC001 Overview of MyChart Patient Portal

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UNC Health Care [email protected] Training Program

Ambulatory

EpicCare Ambulatory Ambulatory Provider 100 Course Length: 4 hours Roles: All physician level roles who work in an ambulatory setting. In this course, you learn how to complete office visit documentation and how to document progress notes, patient instructions, and patient history using a variety of Epic’s efficiency tools. You also learn how to place orders for medications, labs, imaging, referrals and more. At the end of this class, you use the system to explore features of your specialty.

Pre-class learning:     

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN050 Overview of In Basket E-Learning: CLN051 Overview of Ordering E-Learning: CLN055 Overview of Writing Notes E-Learning: CLN059 Reviewing the Chart

Ambulatory Provider Prenatal Care Course Length: 2 hours

Course Prerequisites:

Roles: Ambulatory Providers and Obstetricians



In this course you learn how to OB tools to



document initial, routine and postpartum visits.



Course: Ambulatory Provider 100 or Accelerated Training Option for Providers who have used Epic before Ambulatory Provider 200

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UNC Health Care [email protected] Training Program

Ambulatory

Ambulatory Provider 200 Course Length: 4 hours Roles: Any provider that has taken Ambulatory Provider 100. In this course, you continue to learn how to complete office visit documentation and how to use In Basket, Epic’s internal messaging system, to follow up on results, patient requests for advice and refills, and more. You also learn how to document in-office procedures and use Epic’s reporting tool, Reporting Workbench.

Course Prerequisites: One of the following:  

Course: Ambulatory Provider 100 or Accelerated Training Option for Providers who have used Epic before

Ambulatory Nurse Course Length: 8 hours Roles: RN, LPN, MA, NA staff working in ambulatory clinics includes pre-natal In this course you learn how to perform routine

clinical activities including rooming, charting, ordering, documenting and entering results, along with Managing In Basket messages

Pre-class learning:     

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN050 Overview of In Basket E-Learning: CLN051 Overview of Ordering E-Learning: CLN055 Overview of Writing Notes E-Learning: CLN059 Reviewing the Chart

NOTE: You must take the Schegistrar and Front Desk if you are also responsible for the tasks described in that Training Plan.

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UNC Health Care [email protected] Training Program

Ambulatory

Ambulatory Prenatal Nurse Course Length: 2 hours Roles: RN, LPN, MA, NA staff working in ambulatory gynecology and obstetrics clinics

Course Prerequisites: 

Ambulatory Nurse

In this course you learn to work with the visit

navigator obstetric tools, including creating an episode, dating, results console, prenatal vitals and the pregnancy checklist.

Ambulatory Ancillary Clinician Course Length: 4 hours Roles: Ambulatory Ancillary services staff including PT/OT/SLP, Audiology, Pastoral Care, Cardiac Rehab Nurse, Pulmonary Rehab, Prosthetics and Orthotics, Dietician, Wound Specialist, Interpreters, Social Worker, Diabetes Educators In this course, you learn to use the multi-provider schedule, create episodes, understand the Visit Navigator, place orders, complete documentation, and learn In Basket management.

Pre-class learning:     

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN050 Overview of In Basket E-Learning: CLN051 Overview of Ordering E-Learning: CLN055 Overview of Writing Notes E-Learning: CLN059 Reviewing the Chart

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UNC Health Care [email protected] Training Program

Ambulatory

Advanced Workflows for Ambulatory Nurse Course Length: 2 hours

Course Prerequisites: 

Roles: RN, LPN, MA, NA staff working in ambulatory clinics, who use advanced workflows such as IV management, therapy plans, and blood administration.

Ambulatory Nurse

In this course you learn advanced ambulatory workflows include training in IV management, flowsheets, therapy plans for non-oncology infusions, and blood admininistration.

Ambulatory Anti-Coagulation Clinician Course Length: 2 hours Roles: Nurse or Provider working with INR (International Normalized Ratio) therapy In this course you learn to enroll a patient in

anticoagulation therapy management, create episodes, and document INR results and patient findings along with creating a maintenance plan for the patient.

Course Prerequisites: One of the following:  

Course: Ambulatory Nurse or Course: Ambulatory Provider 200

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UNC Health Care [email protected] Training Program

Ambulatory

Ambulatory Clinic Manager 100 Course Length: 2 hours Roles: Managers responsible for clinic operations In this course, you learn how to set up and assign clinic staff to In Basket Pools and how to use Reporting Workbench to gather current information about your clinic.

Pre-class learning & Course Prerequisites:    

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: CLN050 Overview of In Basket Course: Cadence Schegistrar Supervisor 300 Course: Resolute Professional Billing Professional Billing Charge Capture Management 300

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HIM

UNC Health Care [email protected] Training Program

Health Information Management Coder 100 Course Length: 7 hours Roles: Medical Information Clerical, Administrative, and Managerial staff responsible for patient chart coding. In this course you learn the basics of coding and coding follow-up in Epic.

Pre-class Learning: 



E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications E-Learning: HIM018 Coding an Account

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HIM

UNC Health Care [email protected] Training Program

Identity Data Integrity 100 Course Length: 7 hours Roles: Medical Information Clerical, Administrative, and Managerial staff responsible for patient charts. In this course you learn the basics of managing the Enterprise Master Patient Index, such as how to merge and unmerge patient records, perform chart corrections and assist providers with addended notes.

Pre-class Learning: 



E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications IDN003 Explore the Chart Corrections Workspace

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P lab & Dragon

UNC Health Care [email protected] Training Program

Personalization & Voice Recognition Personalization Lab 100 Course Length: 2 hours Roles: All Licensed Independent Providers (LIPs) This course allows access to the production environment using your [email protected] logon credentials for the purpose of creating a personalized profile. Personalization makes task completion more efficient at go-live and less time-consuming. Topics include order set defaults, custom SmartPhrases, managing your Preference List, personalizing Report Displays, NoteWriter Macros, and Chart Review Filters.

Course Prerequisites:  

Complete the Provider courses included in your specific Training Plan. Demonstrated proficiency in the system at the beginning of the lab to receive your Production [email protected] logon user ID and password.

Dragon Voice Recognition Lab 100 Course Length: 2 hours Roles: All Licensed Independent Providers (LIPs) planning to use Dragon at go-live. This course allows access to the production environment using your [email protected] logon credentials for the purpose of creating a voice recognition profile using the Nuance Dragon application. Voice activation expands the personalization of your user profile with preconfigured commands compatible with [email protected] personalized profile. You may also create your own voice activation commands for greater efficiency.

Course Prerequisites:  

Attend all Provider courses included in your specific Training Plan in LMS Demonstrated proficiency in the system.

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Radar & Reporting

UNC Health Care [email protected] Training Program

Radar & Reporting Workbench ISDBI4.0-2 Business Intelligence 4.0 New User Course Length: 4 hours Roles: Individuals with the need or responsibility to generate queries via access to a Business Objects data universe.

System Access Notes:  

In this course you learn how to query databases, download data, and prepare reports. 

System access to Business Intelligence WebI requires completion of this course. Access to a database for purposes of using Business Intelligence WebI to generate queries and run reports requires written approval by the owner of the data. Business Intelligence WebI access is revoked if you do not log into the system for more than one year. Although you may have completed this training if your account has been deactivated you will be required to complete this course before you can register for Advanced Reporting in [email protected] 100.

[email protected] Reporting Course Length: 4 hours Roles: Individuals with the responsibility in their daily job to handle a large amount of data to create and produce advanced reports. In this course you learn how to create a report query using pre-built reporting templates. You also learn how to customize Radar dashboards, access Crystal Reports through [email protected], and use Reporting Workbench including My Reports, Private Report Creation, and Report Scheduling.

Pre-class Learning & Course Prerequisites: 

E-Learning: RDR101 Introduction to Radar



No Prerequisite

Note: Standard reports for all applications are covered during application training.

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Radar & Reporting

UNC Health Care [email protected] Training Program

Research Research Basics 100 Course Length: Independent Learning Roles: Research Assistant, Research Monitor, UNC School of Medicine Department Administrator

Pre-class Learning:  

In this course you learn how to view Research Study and patient information. 

E-Learning: GEN005 Overview of Hyperspace E-Learning: CLN005 Reviewing Pat Visits and Results

E-Learning: Currently in development

Research Administration 100 Course Length: 4 Hours Roles: Research Coordinators In this course you learn how to use UNC Clinical Research Management System (CRMS) to create study records, associate patients with studies, manage pre-study financial activities, and request services from the Office of Clinical Trials and the Investigational Drug Service.

System Access Notes: 



Access to [email protected] Research Coordinator functionality requires completion of this course. Completion of this course is not required for [email protected] View Only access to view Research Study and patient information.

NOTE: This class is taught by UNC SOM staff.

Research Coordinator 200 Course Length: 4 hours Roles: Research Coordinator, Provider or Nurse acting as Research Coordinator In this course you learn how to update and manage study-level information, review patient– specific data, handle study-specific billing for research patients, and use Epic’s reporting tools to help manage your study population.

Pre-class Learning & Course Prerequisite:  



E-Learning: GEN005 Overview of Hyperspace E-Learning: CLN005 Reviewing Pat Visits and Results Course: Research Administration 100

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Radar & Reporting

UNC Health Care [email protected] Training Program

Research Non-Clinician Ordering and Documentation Course Length: 2 hours Roles: Research Coordinators that are not practicing as Providers or Nurses at UNC Health Care.

In this course you learn to work with the multi-provider schedule, link encounters to studies, enter and pend various orders, document on research encounters and create telephone encounters. NOTE: Providers and Nurses taking Ambulatory or Inpatient Provider or Nurse classes are exempt from this class.

Pre-class Learning & Course Prerequisite:  

E-Learning: AMB001 Office Visit Demonstration E-Learning: AMB006 Placing Orders



Course: Research Coordinator 200

NOTE: Providers and Nurses taking Ambulatory Provider or Nurse courses are not required to complete this course.

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Radar & Reporting

UNC Health Care [email protected] Training Program

Radiant (Radiology & Cardiology) Radiology Technologist 100 Course Length: 5 hours Roles: Radiology Technologist, Pulmonary Function, Pulmonary Function Technologist, Neurology Technologist In this course you learn tasks related to preparing patients for exams, documenting contrast administration, and documenting the details of completed exams.

Pre-class Learning:    

E-Learning: CLN001 Overview of Hyperspace for Clinical Applications E-Learning: RAD054 Overview of the Technologist Work List E-Learning: CAR050: Overview of Report Settings E-Learning: RAD051: Introduction to Ancillary Orders

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Resolute Hospital Billing

Resolute Hospital Billing Hospital & Professional [email protected] Billing Fundamentals Course Length: 4 hours Roles: Charge Entry staff & Supervisor, Anesthesia Charge Entry staff, Coder, Claims Reviewer staff & Supervisor, Payment Poster staff & Supervisor, Insurance Follow-up staff & Supervisor, Credit Analyst staff & Supervisor, Customer Service staff & Supervisor, Self-pay Follow-up staff & Supervisor, Express Care (EC)Urgent Care (UC) Medical Office Assistants (MOAs

Pre-class Learning:  

E-Learning: GEN001 E-Learning Tutorial E-Learning: GEN006 Overview of Hyperspace for Revenue and Access Applications

In this course you learn about the differences  between patient, guarantor account, and  coverage records. You also learn about when  claim information records are used and  introduction to a Hospital Account Record (HAR). 

Hospital Billing Charge Entry 100 (McCreary Cancer Center only) Course Length: 2 hours Roles: Hospital Billing Charge Entry staff & Supervisor, Ancillary Billing staff & Supervisor includes Oncology and Pharmacy Billing staff & Supervisor, Hospital-based Clinic Manager

Course Prerequisite:  

Course: Hospital Billing Epic Basics 100 or Course: Schegistrar 100 & Schegistrar 101

In this course you learn how to post charges from a fee ticket as well as how to perform unit charge entry. You also learn how to correct and review charges that are caught in a work queue.

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UNC Health Care [email protected] Training Program

Resolute Professional Billing

Resolute Professional Billing Professional Billing Charge Entry Course Length: 4 hours Roles: Charge Entry staff & Supervisor, Coder In this course you learn to post charges in different scenarios, including entering basic charges, recording NDC information, attaching claim information records, retail billing, and overriding procedure descriptions and prices. In addition, you learn basic charge review.

Course Prerequisite:   



E-Learning: RPB001 Revenue Cycle Overview E-Learning: RPB002 Introduction to Account Maintenance E-Learning: PRE052 Overview of Registration in a Clinic Course: Hospital & Professional [email protected] Billing Fundamentals

Professional Billing Coder Course Length: 4 hours Roles: Coder, Charge Entry Supervisor In this course you learn how to identify and fix charges that have errors. This includes identifying charge router errors, fixing coding problems, associating claim information records, and fixing charge sessions generated from clinical activity. In addition, you learn surgeon coding and process for inpatient coding.

Pre-class Learning & Course Prerequisite: 

E-Learning: RPB002 Introduction to Account Maintenance



Course: Professional Billing Charge Entry

Professional Billing Professional Billing Charge Capture Management Course Length: 2 hours Roles: Ambulatory Clinic Manager In this course you learn how to reconcile charges at the end of the day, monitor charge volume and end user productivity, and save report settings. You also learn basic charge review.

Pre-class Learning & Course Prerequisite: 

Course: Schegistrar Supervisor 300 or



Course: Professional Billing Coder

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Resolute Professional Billing

Professional Billing Payment Poster Course Length: 8 hours Roles: Payment Poster staff & Supervisor In this course you learn to post guarantor payments, payments made with non-sufficient funds, and payments from collection agencies, and you learn how to monitor guarantor payment posting. In addition, you learn the basics of posting insurance payments, including how to post multiple checks, how to split one check among multiple invoices, how to post recoupments, how to post denials, and how to post payments from crossover payers. Supervisors learn how to track bank deposits posted in the system and how to monitor payment and adjustment posting.

Course Prerequisite:    



E-Learning: RPB031 Working E-Remit Workqueues E-Learning: RPB057 Overview of Payment Posting E-Learning: RPB061 Posting Individual Guarantor Payments E-Learning: RPB062 Working Account Maintenance Payments

Course: Hospital & Professional [email protected] Billing Fundamentals

Professional Billing Insurance Follow-Up & Reviewing Claims Course Length: 7 hours Roles: Insurance Follow-up staff & Supervisor In this course you learn the major workflows and tools used for following up with insurance companies on unpaid and denied claims. This includes working in follow-up work queues and Account Maintenance to resolve denied claims and claims with no response from the payer. In addition you learn about the major pieces that contribute to the claims process, such as how claims are checked for errors, how these erred claims are categorized, and where Epic stores the erred claims. You also learn how to fix claims with errors.

Pre-class Learning & Course Prerequisite:    



E-Learning: RPB002 Introduction to Account Maintenance E-Learning: RPB013 Working Account Maintenance Charges E-Learning: RPB062 Working Account Maintenance Payments E-Learning: REV150 SmartTools for the Billing Office Course: Hospital & Professional [email protected] Billing Fundamentals

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Resolute Professional Billing

Professional Billing Customer Service & Financial Counselor Course Length: 6hours Roles: Customer Service staff & Supervisor, Financial Counselors & Supervisors In this course you learn how to log incoming calls, perform account research activities, and use price lookup. In addition, you learn how to perform self-pay follow-up and collections activities in Epic. Supervisors learn to use reporting tools that monitor account work queues and user productivity.

Pre-class Learning & Course Prerequisite:    



E-Learning: RPB002 Introduction to Account Maintenance E-Learning: RPB013 Working Account Maintenance Charges E-Learning: RPB062 Working Account Maintenance Payments E-Learning: EBL060 Providing Patient Estimates Course: Hospital &Professional [email protected] Billing Fundamentals

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Willow

Willow Inpatient Pharmacy Pharmacist Day 1 Course Length: 8 hours Roles: Inpatient Pharmacist In this course you learn how to enter, discontinue, and modify orders. You also learn how verify and make changes to provider entered orders, how to enter tapers, order sets, TPNs, PDCAs, and “either-or” orders. Additionally, you learn how to dispense medications, read labels, fix dispensing errors, and answer questions from nurses.

Pre-class Learning:     

E-Learning: CLN005 Overview of Hyperspace for Clinical Applications E-Learning: RX000 Intro to Willow E-Learning: RX001 Verify Orders E-Learning: RX002 Pharmacist Order Entry E-Learning: RX003 Interruptions

Pharmacist Day 2 Course Length: 6.5 hours Roles: Inpatient Pharmacist

Prerequisites: 

Course: Pharmacist Day 1

In this course you learn tools for rounding and managing an on-going issues list during your shift. This course also includes an independent lab.

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Epic E-Learning

Epic E-Learning Course Index

The Epic 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 [email protected] implementation. These courses are available in the LMS (Learning Made Simple) learning management system. The average duration of each E-Learning course is between five and fifteen minutes.

Course Code 

Title 

EPIC14_ADT001A  EPIC14_ADT001B  EPIC14_ADT003  EPIC14_ADT004  EPIC14_ADT011  EPIC14_ADT012  EPIC14_ADT013  EPIC14_ADT017  EPIC14_ADT019  EPIC14_ADT019SP  EPIC14_ADT020  EPIC14_ADT021  EPIC14_ADT022  EPIC14_ADT051  EPIC14_ADT055  EPIC14_ADT057  EPIC14_ADT061  EPIC14_ADT150  EPIC14_ADT300  EPIC14_ADTNVT  EPIC14_AMB001  EPIC14_AMB010  EPIC14_AMB017  EPIC14_AMB019  EPIC14_AMB020  EPIC14_AMB021  EPIC14_AMB022  EPIC14_AMB024  EPIC14_AMB025 

ADT001A Preadmitting a New Adult Patient Part 1  ADB001B Preadmitting a New Adult Patient Part 2  ADT003 Completing Authorization and Certification  ADT004 Admitting a Preadmitted Surgery Patient  ADT011 Admitting a Direct Admit Patient  ADT012 Transferring and Updating Patients  ADT013 Discharging Patients  ADT017 Check In and Register Appointments in an HOD  ADT019 Bed Cleaning  ADT019SP Limpieza de Camas  ADT020 Managing Environmental Services  ADT021 Transporting Patients and Non‐Patients  ADT022 Managing Transport  ADT051 Overview of Patient Station  ADT055 Overview of Advanced Mode Event Management  ADT057 Overview of Bed Planning  ADT061 Overview of Unit Manager  ADT150 Bed Planner Reservation Demo  ADT300 Copy Demographic Information Instead of Retyping It  ADTNVT14e ADT New Version Training  AMB001 Office Visit Demonstration  AMB010 Transcription Authentication and Chart Cosigns  AMB017 Basic Office Visit Workflows  AMB019 Multi‐Problem Visit Workflow for Physician  AMB020 Documenting Immunizations  AMB021 Order Management  AMB022 Clinical Support Visit  AMB024 Reviewing Results with In Basket  AMB025 Writing a Progress Note Using SmartTools 

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Epic E-Learning

Course Code 

Title 

EPIC14_AMB029  EPIC14_AMB030  EPIC14_AMB050  EPIC14_AMB055  EPIC14_AMB150  EPIC14_AMBNVT  EPIC14_ANE001  EPIC14_ANE002  EPIC14_ANE003  EPIC14_ANE020  EPIC14_ANE050  EPIC14_ANENVT  EPIC14_BEDNVT  EPIC14_CAD002  EPIC14_CAD003A  EPIC14_CAD003B  EPIC14_CAD004  EPIC14_CAD005  EPIC14_CAD006  EPIC14_CAD007  EPIC14_CAD008  EPIC14_CAD050  EPIC14_CAD051  EPIC14_CAD052  EPIC14_CAD053  EPIC14_CAD060  EPIC14_CE001  EPIC14_CE002  EPIC14_CLN001  EPIC14_CLN050  EPIC14_CLN051  EPIC14_CLN055  EPIC14_CLN058  EPIC14_CLN059  EPIC14_CLN060  EPIC14_ECL200  EPIC14_ECL205  EPIC14_ECL210  EPIC14_ECL220 

AMB029 Facility Administered Medications  AMB030 Abstracting Paper Charts  AMB050 E‐Prescribing ‐ Payer  AMB055 E‐Prescribing ‐ Retail  AMB150 Primary Care Office Visit Demonstration  AMBNVT14e EpicCare Ambulatory New Version Training  ANE001 Introduction to Anesthesia Preprocedure Documentation  ANE002 Introduction to Anesthesia Intraprocedure Documentation  ANE003 Introduction to Anesthesia Postprocedure Documentation  ANE020 Pre‐Admission Testing Evaluation  ANE050 Intraprocedure Medication Documentation  ANENVT14e Anesthesia New Version Training  BEDNVT14e BedTime New Version Training  CAD002 Basic Appointment Entry  CAD003A Scheduling and Registering a New Adult Patient Part 1  CAD003B Scheduling and Registering a New Adult Patient Part 2  CAD004 Scheduling and Registering a New Dependent Patient  CAD005 Scheduling a Recurring Appointment  CAD006 Additional Scheduling Methods  CAD007 Auto Scheduling Advanced Visit Types and Panels  CAD008 Report Setup  CAD050 Overview of the Appointment Desk  CAD051 Overview of the Department Appointments Report  CAD052 Overview of Making an Appointment  CAD053 Overview of Snapboard  CAD060 Interpreting Provider Schedules  CE001 Querying for a Patients Outside Record  CE002 Viewing a Patients Care Everywhere Information  CLN001 Overview of Hyperspace for Clinical Applications  CLN050 Overview of In Basket  CLN051 Overview of Ordering  CLN055 Overview of Writing Notes  CLN058 Overview of a Navigator  CLN059 Reviewing the Chart  CLN060 Overview of Media Manager  ECL200 Introduction to EpicCare Link  ECL205 Finding Patients Through Managed Access  ECL210 Placing Orders  ECL220 Using In Basket 

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Epic E-Learning

Course Code 

Title 

EPIC14_ECL230  EPIC14_ECL240  EPIC14_ED001  EPIC14_ED006  EPIC14_ED009  EPIC14_ED012  EPIC14_ED015  EPIC14_ED020  EPIC14_ED022  EPIC14_ED154  EPIC14_ED300  EPIC14_ED302  EPIC14_ED303  EPIC14_ED309  EPIC14_ED311  EPIC14_ED312  EPIC14_GEN006  EPIC14_GEN015  EPIC14_GEN301  EPIC14_GEN631  EPIC14_HIM002  EPIC14_HIM003  EPIC14_HIM005  EPIC14_HIM006  EPIC14_HIM010A  EPIC14_HIM012  EPIC14_HIM018  EPIC14_HIM050  EPIC14_HIM051  EPIC14_HIM101  EPIC14_HKU001  EPIC14_HKU002  EPIC14_HKU003  EPIC14_HKU004  EPIC14_HKU005  EPIC14_HKU006  EPIC14_HKU007  EPIC14_HKU008  EPIC14_HKU050 

ECL230 Monitoring Your Patients Events  ECL240 Site Administrator Workflows  ED001 Overview of Hyperspace for ASAP Users  ED006 Patient Tracking  ED009 MAR Medication Administration  ED012 Arrival and Patient Search  ED015 Placing Orders from the Quick List  ED020 Using Reporting Workbench to Run a Report  ED022 Review ED Charges  ED154 Documenting a Patient Exam  ED300 Create Personal NoteWriter Macros at Your Convenience  ED302 Customize an Order Set  ED303 Organize Edit or Delete Your Note Macros  ED309 Mark Charts Complete  ED311 Document Discrete Patient Data with the NoteWriter  ED312 File Charging information in the Charge Capture Section  GEN006 Overview of Hyperspace for Revenue and Access Applications  GEN015 Life of a Charge  GEN301 Search a Patients Chart  GEN631 Building Classes and Pools  HIM002 Special Chart Requests  HIM003 Pull List and Check Out  HIM005 Quick Disclosure  HIM006 Check In and Chart Reconciliation  HIM010A Managing a Request  HIM012 Automatic Deficiency Creation and Initial Analysis  HIM018 Coding an Account  HIM050 Coding Query  HIM051 Exploring the Missing Doc Activity  HIM101 Accessing Worklists  HKU001 Using Haiku Patient Manager Activities  HKU002 Using Patient Review Activities  HKU003 Review Results  HKU004 Review and Create Notes  HKU005 Using Simple Dictation in Haiku  HKU006 Ordering Medications  HKU007 Capturing Images and Videos  HKU008 File Professional Charges  HKU050 Communicating with Staff and Patients 

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Course Code 

Title 

EPIC14_HKU051  EPIC14_HKU300  EPIC14_HP100  EPIC14_IDN002  EPIC14_IDN003  EPIC14_INP050  EPIC14_INP051  EPIC14_INP052  EPIC14_INP053  EPIC14_INP054  EPIC14_INP055  EPIC14_INP057  EPIC14_INP060  EPIC14_INP061  EPIC14_INP062  EPIC14_INP063  EPIC14_INP065  EPIC14_INP066  EPIC14_INP110  EPIC14_INP128  EPIC14_INP150  EPIC14_INP151  EPIC14_INP160  EPIC14_INP162  EPIC14_INP163  EPIC14_INP301  EPIC14_INP304  EPIC14_INP306  EPIC14_INP310  EPIC14_INP311  EPIC14_INP318  EPIC14_INP319  EPIC14_INP326  EPIC14_INP328  EPIC14_INP710  EPIC14_MYC001  EPIC14_MYC002  EPIC14_MYC003  EPIC14_MYC004 

HKU051 Reviewing Orders‐Related Messages  HKU300 Use Canto to Log in to Hyperspace  HP100 Overview of Population Outreach and Care Management  IDN002 Managing Non‐Patient Identifiers  IDN003 Explore the Chart Corrections Workspace  INP050 Finding Your Patients  INP051 Physician Charting  INP052 Notes Addendums and Cosigns  INP053 Using Order Sets  INP054 Medication Reconciliation  INP055 Ensure Orders are Carried Out at the Appropriate Time  INP057 Provider Charging  INP060 Overview of Patient Assignments  INP061Documenting in Flowsheets  INP062 Administering Medications on the MAR  INP063 Inpatient Clinician Writing Notes  INP065 Nurse Managing Orders  INP066 Placing Hospital Charges  INP110 Life Cycle of an Order  INP128 Complete a Consult Note  INP150 Physician Rounding Reviewing Medications  INP151 Admitting a Patient from the ED Inpatient Physician  INP160 Documenting LDAs IV Fluids and Medication Drips  INP162 Documenting Scheduled Overdue Missed & Held Medications & Override Pulls  INP163 Validating Monitor Data  INP301 View Results in Reverse Chronological Order  INP304 Find Your Favorite SmartTexts Faster  INP306 Document Quickly in Flowsheets with the Details Report  INP310 Customize Your My List  INP311 Manage Your Report Toolbar  INP318 Find Your Pended Notes  INP319 Quickly Cosign All of Your Orders  INP326 Order Blood Transfusions with an Order Set  INP328 Assign a Phase of Care to Orders  INP710 Overview of Order Set Structure  Overview Of MyChart Patient Portal  MYC002 Responding to Patient Messages  MYC003 Activating Patients for MyChart  MYC004 Responding to Medication Renewal Requests Sent from MyChart 

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Epic E-Learning

Course Code 

Title 

EPIC14_MYC005  EPIC14_MYC006  EPIC14_MYC007  EPIC14_MYC010  EPIC14_MYCNVT14  EPIC14_OB001  EPIC14_OB002  EPIC14_OB004  EPIC14_OB301  EPIC14_OB304  EPIC14_ONC050  EPIC14_ONC060  EPIC14_ONCNVTE  EPIC14_OR050  EPIC14_OR051  EPIC14_OR052  EPIC14_OR053  EPIC14_OR055  EPIC14_OR103  EPIC14_OR126  EPIC14_OR144  EPIC14_OR155  EPIC14_OR160A  EPIC14_OR160B  EPIC14_OR170  EPIC14_OR302  EPIC14_OR303  EPIC14_OR304  EPIC14_OR401  EPIC14_OR54  EPIC14_OR606  EPIC14_ORNVT  EPIC14_PRE050  EPIC14_PRE051  EPIC14_PRE052  EPIC14_PRE053  EPIC14_PRE054  EPIC14_PRE056  EPIC14_PRENVT 

MYC005 Granting Proxy Access to My Chart  MYC006 Releasing Test Results to MyChart  MYC007 Handling Appointments from MyChart  MYC010 Sending and Reviewing Patient Questionnaires  MYCNVT14 MyChart New Version Training  OB001 Overview of the Labor and Delivery Grease Board  OB002 Overview of the Labor and Delivery Manager  OB004 Overview of the Delivery Summary  OB301 Write a Whiteboard Note  OB304 Write a Sticky Note About an Obstetric Patient  ONC050 Overview of Beacon Treatment Plans  ONC060 Overview of Cancer Staging  ONCNVT14e Beacon New Version Training  OR050 Overview of Finding Patients on the Status Board  OR051 Overview of OpTime Events  OR052 Overview of the OpTime Manager Dashboard  OR053 Overview of the Schedule  OR055 Overview of Preference Cards  OR103 Case Creation and Scheduling  OR126 Vitals and Patient Assessments in a Navigator  OR144 Documenting Intraoperative Medication Administrations  OR155 Post‐Op Phone Call  OR160A Assigning Staff and Resources Part 1  OR160B Assigning Staff and Resources Part 2  OR170 Capturing Charges in OpTime  OR302 Document Multiple Medications at Once  OR303 Use CTRL Click in ORs at a Glance  OR304 Document Several Teaching Points at Once  OR401 IntraOp Shortcuts  OR054 Overview of Resource Assignment  OR606 Overview of OpTime Charging Configuration  ORNVT14e OpTime New Version Training  PRE050 Overview of Workqueues for Access  PRE051 Overview of Registration in a Hospital Setting  PRE052 Overview of Registration in a Clinic Setting  PRE053 Overview of the Registration Checklist  PRE054 Overview of the Interactive Face Sheet  PRE056 Overview of Benefit Collection  PRENVT14e Prelude New Version Training 

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Course Code 

Title 

EPIC14_RAD050  EPIC14_RAD051  EPIC14_RAD052  EPIC14_RAD053  EPIC14_RAD054  EPIC14_RAD055  EPIC14_RAD056  EPIC14_RAD122  EPIC14_RAD150  EPIC14_RAD400  EPIC14_RAD450  EPIC14_RADNVT  EPIC14_RDR101  EPIC14_REV150  EPIC14_RFL001  EPIC14_RFL003  EPIC14_RFL004  EPIC14_RFL005  EPIC14_RFL006  EPIC14_RHB003  EPIC14_RHB004  EPIC14_RHB005  EPIC14_RHB006  EPIC14_RHB007  EPIC14_RHB009  EPIC14_RHB014  EPIC14_RHB016  EPIC14_RHB022  EPIC14_RHB030  EPIC14_RHB031  EPIC14_RHB033  EPIC14_RHB042  EPIC14_RHB072  EPIC14_RHB080  EPIC14_RHB090  EPIC14_RHB300  EPIC14_RHB301  EPIC14_RHBNVT14e  EPIC14_RLF002 

RAD050 Report Settings for Radiologists  RAD051 Introduction to Ancillary Orders  RAD052 Overview of the Front Desk Activity  RAD053 Overview of the Narrator  RAD054 Overview of the Technologist Work List  RAD055 Overview of the Imaging Dashboard  RAD056 Overview of the Manager Reporting Homepage  RAD122 Wet Reads in Radiant  RAD150 Mammography Coordination Workflows  RAD400 Reporting on MSQA Statistics in Hyperspace  RAD450 Overview of Charge Capture Workflows  RADNVT Radiant New Version Training  RDR101 Introduction to Radar  REV150 SmartTools for the Billing Office  RFL001 Using Referrals in Epic  RFL003 Schedule a Referral  RFL004 Responding to Required Referral Warnings  RFL005 Documenting Preauthorization Numbers  RFL006 Physician to Physician Referrals  RHB003 Resolute Hospital Billing Revenue Cycle Overview  RHB004 Overview of Account Workqueues  RHB005 Overview of Claim Edit Workqueues  RHB006 Overview of Account Activities  RHB007 Overview of Account Errors and Flags  RHB009 Overview of Account Follow‐Up Records  RHB014 Overview of the Enterprise Encounter Charge Reconciliation Report  RHB016 Overview of Charge Review Workqueues  RHB022 Account Maintenance for Billers  RHB030 Posting Insurance Payments  RHB031 Posting Guarantor Payments  RHB033 Correcting E‐Remit Processing Errors  RHB042 Account Maintenance for Insurance Follow‐Up  RHB072 Account Maintenance for Customer Service and Self‐Pay Follow up  RHB080 Overview of the Research Billing Activity  RHB090 Account Maintenance for Clinical Department Managers  RHB300 Monitor Cost Center Revenue with the Revenue and Usage Report  RHB301 Group Charges In Tx Inquiry Using Additional Criteria  RHBNVT14e Resolute Hospital Billing New Version Training  RFL002 Creating a Referral 

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Course Code 

Title 

EPIC14_RPB001  EPIC14_RPB001P  EPIC14_RPB002  EPIC14_RPB004  EPIC14_RPB010  EPIC14_RPB012P  EPIC14_RPB013  EPIC14_RPB021P  EPIC14_RPB030P  EPIC14_RPB034  EPIC14_RPB041P  EPIC14_RPB050  EPIC14_RPB054  EPIC14_RPB055  EPIC14_RPB056  EPIC14_RPB057  EPIC14_RPB060  EPIC14_RPB061  EPIC14_RPB062  EPIC14_RPT001  EPIC14_RSCH001  EPIC14_RSCHBNVT14  EPIC14_RSCHCNVT14  EPIC14_RX000  EPIC14_RX001  EPIC14_RX002  EPIC14_RX003  EPIC14_RX004  EPIC14_RX300  EPIC14_RX301  EPIC14_RX303  EPIC14_RX304  EPIC14_SUPERUSER 

RPB001 Revenue Cycle Overview  RPB001P Overview of My Practice Activity in Practice Mode  RPB002 Introduction to Account Maintenance  RPB004 Anesthesia Charge Entry  RPB010 Entering Charges in Batches  RPB012P Following up on Charges in a Community Practice  RPB013 Working Account Maintenance Charges  RPB021P Following up on Claim Errors in a Community Practice 2014  RPB030P Posting Insurance Payments in a Community Practice  RPB034 Posting Payments from Crossover Payors  RPB041P Following up on Outstanding Claims & Resolving Denials in a Comm Practice  RPB050 Processing Statements  RPB054 Overview of Claims  RPB055 Using Claim Edit Workqueues  RPB056 Overview of Electronic Remittance  RPB057 Overview of Payment Posting  RPB060 Posting Guarantor Payments in Batches  RPB061 Posting Individual Guarantor Payments  RPB062 Working Account Maintenance Payments  RPT001 Overview of Reporting and Reporting Tools  RSCH001 Overview of Research Studies in Epic  RSCHBNVT14 Research Billing New Version Training  RSCHCNVT14 Research Clinical New Version Training  RX000 Introduction to Willow Inpatient  RX001 Verify Orders  RX002 Managing Orders as a Pharmacist  RX003 Interruptions  RX004 Bulk Charge  RX300 Filter Medication in the Medications Activity  RX301 Use the Mouse Less  RX303 View Medication Administrations Over Time  RX304 Filter Interventions by Patient Location  Super User Onboarding Boot Camp 

Getting to ONE: one patient ID, one problem list, one medication list, one bill

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The information contained in this document represents agreements reached through the [email protected] project. This document is authored and published by the [email protected] Training Program and is the property of UNC Health Care. Do not reproduce, copy, or use content within this document without the express written permission from the [email protected] Training Manager. © 2012-2013 Epic Systems Corporation. All rights reserved. Certain information contained herein is confidential and must be treated accordingly. After Visit Summary, Analyst, ASAP, Beaker, BedTime, Break-the-Glass, Breeze, Cadence, Canto, Cardiant, Care Elsewhere, Care Everywhere, Charge Router, Chronicles, Clarity, Cogito ergo sum, Cohort, Colleague, Comfort, Community Connect, Cupid, Epic, EpicCare, EpicCare Link, Epic Earth, Epicenter, EpicLink, EpicOnHand, EpicWeb, Haiku, Hyperspace, Identity, InterOp, IntraConnect, Kaleidoscope, Light Mode, Lucy, MyChart, MyEpic, OpTime, OutReach, Patients Like Mine, Phoenix, Powered by Epic, Prelude, RedAlert, Resolute, Revenue Guardian, Rover, SmartForms, Sonnet, Stork, Tapestry, Trove, Welcome, Willow and With the Patient at Heart are registered trademarks, trademarks or service marks of Epic Systems Corporation in the United States and/or in other countries. U.S. and international patents issued and pending.

Getting to ONE: one patient ID, one problem list, one medication list, one bill

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unc health care role-based training plans & course catalog

UNC HEALTH CARE ROLE-BASED TRAINING PLANS & COURSE CATALOG [email protected] 2014 IMPLEMENTATIONS UPDATED: WEDNESDAY, MARCH 04, 2015 UNC Health Care [email protected]

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