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.
A supervisor or HR coordinator should complete the registration in ERMA. After, staff will receive an email with the next steps for training.
After training is complete, access is granted within 2 business days. If after 2 business days you do not yet have access, call the help desk at 319-356-0001.
EPIC CASE MANAGEMENT FOR LEVEL OF CARE & UTILIZATION MANAGEMENT NURSING
Class Length: Independent
Prerequisites: None
Registration: Online Search for: Case Management
Registration Note: All individuals should be registered for Session #50777; Epic Case Management for Nursing (Online). Registered individuals will receive an email confirmation for their registration in which they will find a link to 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.
* For clerical staff, please see the Clerical Support course page.
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
Registration Note: Social Workers who will be working in the Psychiatric Outpatient Clinics should be registered for the Epic Ancillary course found HERE.
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.
In-Class Content: Login & Overview, Initiating a Destination Referral, Documenting an Assessment and Progress Note, Reviewing Referral Documentation, Completing an Agency Referral, Consults, Sending Supplemental Documentation, and Documenting a Telephone Call.
EPIC TRAINING FOR HCBAP & PMAP SOCIAL WORKERS
Class Length: Independent
Prerequisites: None
Registration: Online Search for: Case Management
Registration: All individuals should be registered for Session #62372; Epic Case Management for HCBAP & PMAP. Registered individuals will receive an email confirmation for their registration in which they will find a link to the online course.
Roles: Social workers performing HCBAP & PMAP workflows in Epic.
Content: Online assessment topics include Overview of Epic, Patient Station & Open Chart, Patient Lists, Chart Review, and Results Review. Specialized training related to HCBAP & PMAP workflows will be provided by the department.
* For clerical staff, please see the Clerical Support course page.
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