The following sections contain information about Epic training courses available for Community Connect clients. Included are course descriptions, curriculum, and course handouts (ex: PowerPoint presentations, exercise booklets, and login sheets).
Note: Materials linked on this page can only be accessed by Community Connect staff. If you are not part of one of the Community Connect sites, please refer to the Epic Courses webpage for Iowa Health Care course information.
This page is devoted to Patient Access training resources. Quick links to the other Community Connect training resources are provided below.
Clinical | Patient Data Review | Revenue/Billing | Specialties
Authorizations & Referrals
Hospital Authorizations/Certifications
Class Length: 2 hours
Content: Overview of Epic, review of Epic terminology related to types of authorizations, utilize workqueues to find patient encounters that require authorization/certification, document new authorizations for services such as surgeries and inpatient stays, and update existing authorization for updated encounters.
Roles: Business office/registration staff; schedulers/managers in surgical departments
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings.
Course Materials:
Outpatient Prior Auths & Referrals
Class Length: 2 hours
Content: Overview of Epic, review of Epic terminology related to referrals, review & update a referral record, overview of referral/authorization workqueues, document referral authorizations for services such as imaging, document authorization for external (outgoing) referrals, close the loop for an external referral, document patient calls.
Roles: Business office; clinic schedulers
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings.
Course Materials:
Cadence (Check In/Check Out & Scheduling)
Check In/Check Out & Cash Drawer
Class Length: 4 hours
Content: Use the Department Appointments Report (DAR) and the Today’s Patients Report, complete basic check-in and check-out processes, complete necessary patient-level and appointment-level registration items (update patient demographics, complete Medicare surveys, collect documents, collect co-pays), walk-in and one-click workflows, cancel appointments, and balance the cash drawer.
Roles: Staff who check in/check out patient appointments (front desk, clinical staff, etc.)
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings; Scheduling 1 & 2
Course Materials:
Scheduling 1
Class Length: 4 Hours Total
Content: Schedule new and existing patients, interpret a provider's schedule, search across multiple providers & locations, complete necessary patient-level and appointment-level registration items (update patient demographics, guarantor & coverages), add an appointment to the wait list, cancel & reschedule appointments, and document a telephone call.
Roles: Staff who schedule patient appointments (front desk, clinical staff, etc.)
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings.
Course Materials:
Scheduling 2
Class Length: 4 Hours Total
Content: Schedule using Copy Into Book It, schedule from appointment requests, appointment request workqueues, schedule sequential & recurring appointments, schedule an accident-related appointment, use the wait list report, schedule with pools & decision trees.
Roles: Staff who schedule patient appointments (front desk, clinical staff, etc.)
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings; Scheduling 1
Course Materials:
Prelude (Registration)
Patient Registration & ED (ASAP) Registration
Class Length: 4 hours
Content:
Registration - Overview of Epic, update registration for scheduled outpatient appointments & inpatient admissions (update patient demographic information, create & update guarantor accounts, coverages, and hospital account records - HAR, complete the Medicare as a Secondary Payor Questionnaire - MSPQ), utilize patient workqueues, and create new patient records.
ED Registration - ED Trackboard overview, document ED arrivals for both new and existing patients, complete bedside registration for patients in the ED including accident-related information, complete registration during patient discharge.
Roles: Registration Clerk, ED Clerk
Prerequisite(s): Site-specific or click here to view introductory videos & eLearnings.
Course Materials:
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