This page is devoted to Cadence Scheduling courses. Quick links to the other Cadence course pages are provided below.
Cadence Check-In, Check-Out, Cash Drawer | Cadence Referrals | Cadence Scheduling | Cadence for Supervisors
Scheduling 1 - Offered twice per month, this class is required for Epic Scheduling security.
Scheduling 2 - Offered once per month. Not required for Epic Scheduling security; please seek operational guidance (e.g. FOL Leadership) for expectations in having staff attend this course.
OVERBOOK ACCESS: To request overbook access, please email Michael Hesseltine and copy the Epic Training Requests mailbox. This access is not automatically granted with the request; a decision will be made to determine if it will be allowed for the requestor. Open this linked presentation to find out more about when and how best to request this access.
Before sending the request, make sure the staff member has completed Epic Cadence Scheduling class. There is no special class or additional training for it. Overbook access is by request only and with approval.
Practice Outside of Class: See Practice Using Epic for practice patients and logins that help target most common workflows within the Epic Playground environments.
Training Login Sheets: Cadence Front Desk
Class length: 4 hours
Required Prerequisites: Must have completed the following eLearnings prior to attending Scheduling 1:
- PRE901 Patient-Level Registration (13 min)
Recommended Prerequisites:
- VIEW100 Overview of Epic (10 min)
- VIEW101 Help Resources (11 min)
- CAD050 Appointment Desk Overview (5 min)
- CAD060 Interpreting Provider Schedules (5 min)
- CAD015 Viewing Provider Schedules (10 min)
Helpful resources for staff who support providers: (not required prerequisites)
- VIEW202 Patient Schedule (9 min)
- VIEW300 Chart Review (15 min)
- CLR001 Documenting Patient Calls (10 min)
- Documenting Patient Calls (handout) (5 min)
- CLR902 Creating and Editing Letter Encounters (6 min)
- Letter Encounters (handout) (10 min)
Registration: Online through ERMA Search for: Sched
Roles: Any employee who schedules patient appointments (front desk, clinical staff, etc.).
Content: Interpreting a provider's schedule, scheduling new and existing patients, scheduling across multiple locations, schedule searches (Multiple Provider and Auto Search), and referral warnings. Also included are scheduling from Appointment Requests and from incoming Referrals, Accident-Related appointments, and cancelling / rescheduling appointments. Class includes hands-on training, self-guided exercises, and activities.
Class length: 4 hours
Prerequisites: Cadence Scheduling 1 and must have completed the following eLearning prior to attending Scheduling 2:
- CAD016 Making Template Changes (20 min)
Registration: Online through ERMA Search for: Sched
Roles: Any employee who schedules patient appointments (front desk, clinical staff, etc.).
Content: Making Provider Template changes, working the Waitlist, scheduling Joint Appointments, and scheduling with Pools and Questionnaires. Class includes hands-on training, self-guided exercises, and activities.
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