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EPSi Calendar of Events

Webinars, Centralized Training and Industry Events

Nov
19
Tue
Product Line Analyst Reporting Workshop Centralized Training @ EPSi Headquarters
Nov 19 – Nov 20 all-day

(Note: you must commit to both full days to secure your registration)
EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

8:30 a.m. – 4:30 p.m. Tuesday, November 19
8:30 a.m. – 3:30 p.m. Wednesday, November 20

Instructors: Lauren Okenica, Danielle Magaziner

Course Description


This workshop is a hands-on session focusing on our PLA report writing solutions within EPSi. This is a great opportunity for users to get additional training on the topics presented as well as network with peers. All users are welcome; however, the session is designed as a ‘refresher workshop’ and will focus on a review of the material. Prerequisite: Introduction to PLA course or equivalent experience.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first served basis. Attendees must be present for the duration of the onsite course. Once we confirm your registration, you will receive a confirmation email with details on hotel accommodations and transportation. As a service to our valued clients, there is no charge to attend this session.

Lunch, sodas, coffee, and snacks included. We have a special corporate rate at a nearby hotel that includes shuttle service to and from the EPSi offices.

Questions? Email us at epsiu@epsi.io.

Agenda


PLA Data Basics

  • Patient Search
  • Encounter Form

PLA Standard Reports

  • Input Listings
  • Linked Charges and Payments
  • Payments
  • Patient
  • Physician
  • Profit/Loss
  • Utilization
  • Standard Reports vs. Custom Column Reports

Building and Running a Report

  • Properties – Report specific selections
  • Search – Selecting criteria to be used in the report
  • Columns – View, select, edit or format the columns that will appear or be used in the report.
    • Adding fields/predefined columns to a report
    • Custom Column
  • Computed Column
  • Conditional Computed Column
  • Indicators
  • Percent of Total
  • Predefined Format
  • Patient Search
  • Secondary Table Filter
  • Time Series – Adds time column (day, pay period, month) to the report along with the criteria for number of periods and selected date criteria
  • Sort – Sorting one or more Columns in the report in ascending or descending order
  • Subtotal – Select a Field to be used as a subtotal for the report
  • Results Filter – Add criteria to the report to filter the results
  • Ranking – Perform a rank on a Column or Sub Total
  • Summary
  • Executing Reports
    • Running report and the viewer options available
    • Exporting a report (.csv format)
    • Cube Reports
  • Saving Reports
    • Saving changes made to a report
  • Saving and Sharing My Reports/Distributed Reports
    • Sharing a custom report to a Role (group of Users)/User(s)

Report Administration

  • Control Panel
  • Report Design
    • Template Designer
    • Column Designer
  • Font Configuration

Register

Dec
2
Mon
AWS re:Invent
Dec 2 – Dec 5 all-day

We are exhibiting and sponsoring: AWS:reInvent
December 2-5, 2019
Las Vegas, NV

Booth 3923

https://reinvent.awsevents.com/

Dec
6
Fri
Developing a Rolling Forecast Using EPSi
Dec 6 @ 10:00 am – 11:00 am

Get a sneak preview of the cloud-based Rolling Forecast software on the RealCost platform. See how you can drill down to the subaccount level and more.

David Smith, Senior Consultant, EPSi Professional Services

Dec
13
Fri
Integrating SSIS Into Your EPSi ETL Process (Automation Using Data Studio) – Client-Only Webinar
Dec 13 @ 10:00 am – 11:00 am

SQL Server Integration Services (SSIS) is a component of the Microsoft SQL Server database software that can be used to perform a broad range of data migration tasks. This webinar will demonstrate how one can utilize SSIS as a platform for automated data integration. We will create a package that connects to the outside source system, scrubs/cleans the data file(s), then posts the data into a repository and eventually into EPSi, all part of an automated Data Studio schedule.   
Terry Archibald, Consultant, EPSi Professional Services

Jan
12
Sun
22nd Annual HFMA 2019 Region 10 & 11 Western Region Symposium @ Paris Las Vegas Hotel and Casino
Jan 12 – Jan 15 all-day

Join EPSi at the 22nd Annual HFMA 2019 Region 10 & 11 Western Region Symposium at the Paris Hotel in Las Vegas, Nevada. EPSi will be exhibiting on the show floor.
Learn More

Feb
18
Tue
Region 5 Southeastern Summit @ Charleston Place Hotel
Feb 18 – Feb 22 all-day

EPSi will be exhibiting in Charleston, South Carolina at the Region 5 Southeastern Summit on February 18 – February 22, 2020. Join the chapters of HFMA’s Region 5 and EPSi at the Charleston Place Hotel.
Learn More

Dec
6
Fri
Developing a Rolling Forecast Using EPSi
Dec 6 @ 10:00 am – 11:00 am

Get a sneak preview of the cloud-based Rolling Forecast software on the RealCost platform. See how you can drill down to the subaccount level and more.

David Smith, Senior Consultant, EPSi Professional Services

Dec
13
Fri
Integrating SSIS Into Your EPSi ETL Process (Automation Using Data Studio) – Client-Only Webinar
Dec 13 @ 10:00 am – 11:00 am

SQL Server Integration Services (SSIS) is a component of the Microsoft SQL Server database software that can be used to perform a broad range of data migration tasks. This webinar will demonstrate how one can utilize SSIS as a platform for automated data integration. We will create a package that connects to the outside source system, scrubs/cleans the data file(s), then posts the data into a repository and eventually into EPSi, all part of an automated Data Studio schedule.   
Terry Archibald, Consultant, EPSi Professional Services

Nov
19
Tue
Product Line Analyst Reporting Workshop Centralized Training @ EPSi Headquarters
Nov 19 – Nov 20 all-day

(Note: you must commit to both full days to secure your registration)
EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

8:30 a.m. – 4:30 p.m. Tuesday, November 19
8:30 a.m. – 3:30 p.m. Wednesday, November 20

Instructors: Lauren Okenica, Danielle Magaziner

Course Description


This workshop is a hands-on session focusing on our PLA report writing solutions within EPSi. This is a great opportunity for users to get additional training on the topics presented as well as network with peers. All users are welcome; however, the session is designed as a ‘refresher workshop’ and will focus on a review of the material. Prerequisite: Introduction to PLA course or equivalent experience.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first served basis. Attendees must be present for the duration of the onsite course. Once we confirm your registration, you will receive a confirmation email with details on hotel accommodations and transportation. As a service to our valued clients, there is no charge to attend this session.

Lunch, sodas, coffee, and snacks included. We have a special corporate rate at a nearby hotel that includes shuttle service to and from the EPSi offices.

Questions? Email us at epsiu@epsi.io.

Agenda


PLA Data Basics

  • Patient Search
  • Encounter Form

PLA Standard Reports

  • Input Listings
  • Linked Charges and Payments
  • Payments
  • Patient
  • Physician
  • Profit/Loss
  • Utilization
  • Standard Reports vs. Custom Column Reports

Building and Running a Report

  • Properties – Report specific selections
  • Search – Selecting criteria to be used in the report
  • Columns – View, select, edit or format the columns that will appear or be used in the report.
    • Adding fields/predefined columns to a report
    • Custom Column
  • Computed Column
  • Conditional Computed Column
  • Indicators
  • Percent of Total
  • Predefined Format
  • Patient Search
  • Secondary Table Filter
  • Time Series – Adds time column (day, pay period, month) to the report along with the criteria for number of periods and selected date criteria
  • Sort – Sorting one or more Columns in the report in ascending or descending order
  • Subtotal – Select a Field to be used as a subtotal for the report
  • Results Filter – Add criteria to the report to filter the results
  • Ranking – Perform a rank on a Column or Sub Total
  • Summary
  • Executing Reports
    • Running report and the viewer options available
    • Exporting a report (.csv format)
    • Cube Reports
  • Saving Reports
    • Saving changes made to a report
  • Saving and Sharing My Reports/Distributed Reports
    • Sharing a custom report to a Role (group of Users)/User(s)

Report Administration

  • Control Panel
  • Report Design
    • Template Designer
    • Column Designer
  • Font Configuration

Register

Dec
2
Mon
AWS re:Invent
Dec 2 – Dec 5 all-day

We are exhibiting and sponsoring: AWS:reInvent
December 2-5, 2019
Las Vegas, NV

Booth 3923

https://reinvent.awsevents.com/

Jan
12
Sun
22nd Annual HFMA 2019 Region 10 & 11 Western Region Symposium @ Paris Las Vegas Hotel and Casino
Jan 12 – Jan 15 all-day

Join EPSi at the 22nd Annual HFMA 2019 Region 10 & 11 Western Region Symposium at the Paris Hotel in Las Vegas, Nevada. EPSi will be exhibiting on the show floor.
Learn More

Feb
18
Tue
Region 5 Southeastern Summit @ Charleston Place Hotel
Feb 18 – Feb 22 all-day

EPSi will be exhibiting in Charleston, South Carolina at the Region 5 Southeastern Summit on February 18 – February 22, 2020. Join the chapters of HFMA’s Region 5 and EPSi at the Charleston Place Hotel.
Learn More