Case Management is Epic's application to support inpatient case management workflows, including utilization management and discharge planning.
See the Epic Training Tracks Guide to view the department roles and their training requirements.
*Social Workers in the Psychiatric Outpatient Clinics do not attend Epic Case Management, they attend Epic Ancillary found HERE.
*Clerical Staff do not attend Epic Case Management, they attend Epic Clerical Support found HERE.
EPIC CASE MANAGEMENT FOR LEVEL OF CARE & UTILIZATION MANAGEMENT NURSING
Class Length: Independent
Prerequisites: None
Registration: HR will register staff in ERMA, via session #50777; Epic Case Management for Nursing (Online). Registered individuals will receive an email confirmation and a link to begin the online course.
Roles: Level of Care (LOC) & Utilization Management Nurses.
Content: Overview of Epic, Patient Lists, Chart Review, Results Review, Patient Reports. Specialized content specific to each role is to be provided within the department once the above training is complete.
EPIC CASE MANAGEMENT FOR CLINICAL SOCIAL WORKERS, NURSE NAVIGATORS AND DISCHARGE PLANNING ASSOCIATES
Class Length: 4 hours
Prerequisites: Online
Registration: Online Search for: Case Management
Roles: Social Workers, Nurse Navigators, and Discharge Planning Associates who perform post-discharge planning and service referrals.
Pre-requisite Content: Overview of Epic, Patient Lists, Patient Schedule, Patient Station, Chart Review, Patient Reports and Secure Chat.
Class Content: Login & Overview, Documenting an Assessment and Progress Note, Reviewing Referral Documentation, Completing Destination and Agency Referrals, Reviewing, Placing and Working Consults.
EPIC TRAINING FOR HCBAP & PMAP SOCIAL WORKERS
Class Length: Independent
Prerequisites: None
Registration: HR will register staff in ERMA, via session #62372; Epic Case Management for HCBAP & PMAP (Online). Registered individuals will receive an email confirmation and a link to begin the online course.
Roles: Social workers performing HCBAP & PMAP workflows in Epic.
Content: Login & Overview of Epic, Patient Station & Open Chart, Chart Review, and Results Review. Specialized training related to HCBAP & PMAP workflows are provided by the department.
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