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EPSi Calendar of Events

Webinars, Centralized Training and Industry Events

Jun
5
Fri
Public Webinar: The Road to Recovery: EPSi Market Prioritization Analytics tool
Jun 5 @ 12:00 pm – 1:00 pm

Presenters: Evan Benkert, Ryan Self, Darren Cook, Matt Hill 

Learn how to combine new approaches to market prioritization with patient financial data to strategically resume service lines and drive volume recovery.

Jun
9
Tue
Clinical Insights Centralized Training – NOW VIRTUAL
Jun 9 – Jun 10 all-day

Instructors: Trish Richardson, Helen Dunkle

8:30 a.m. – 4:30 p.m. Tuesday, April 14
8:30 a.m. – 4:30 p.m. Wednesday, April 15
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This workshop focuses on using costing results and Product Line Analysis data to identify clinical opportunities utilizing the Clinical Analysis application. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics include the development of clinical analysis codes and the use of reporting and data visualization.

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

Questions? Email us at epsiu@epsi.io.

 

Register

Jun
12
Fri
Client-Only Webinar: Using SSIS packages to Automate Data Integration
Jun 12 @ 10:00 am – 11:00 am

Presenter: 

Terry Archibald, Jeremiah Watkins & Ken Ring

 

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.
Jun
16
Tue
Budget Manager Intensive & Budget Reporting Centralized Training – NOW VIRTUAL
Jun 16 – Jun 18 all-day

Session 2
Instructors: Nezar Ahmed, Anuj Gadi
8:30 a.m. – 4:30 p.m. Tuesday, April 21
8:30 a.m. – 4:30 p.m. Wednesday, April 22
8:30 a.m. – 3:00 p.m. Thursday, April 23
(Note: you must commit to both full days to secure your registration)

Session 3
Instructors: John Kordek, John Beatrice
8:30 a.m. – 4:30 p.m. Tuesday, June 16
8:30 a.m. – 4:30 p.m. Wednesday, June 17
8:30 a.m. – 3:00 p.m. Thursday, June 18
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

 

Course Description


A deep-dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course also includes forecasting, variance analysis, and flexible budgeting. Attendees will also learn how to generate both general ledger and payroll reports. This course contains hands-on workshops for each step of the budget process.

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

Questions? Email us at epsiu@epsi.io.

Register

Jun
26
Fri
Public Webinar: Develop A Rolling Forecast in 30 Minutes – Learn How EPSi’s Clients Are Developing a More Accurate Forecast than Budget in 30 Minutes
Jun 26 @ 10:00 am – 11:00 am

Presenters: David Smith & Darren Cook

Health systems are hampered by a lengthy and outmoded budget process that produces a static budget that’s outdated by first close. With rolling financial forecasting, you get the ability to forecast on a rolling basis, leveraging updated data throughout your fiscal year. Now you can share the kind of financial data and analytics your finance committee, board, and operations leaders need to make better decisions. With Rolling Forecast, you can import and load your budget to see actuals vs. forecast vs. budget month over month.

Jun
27
Sat
HFMA Leadership Training Conference @ San Antonio Convention Center
Jun 27 – Jun 28 all-day

Exhibitor/Sponsor/Presenter
Learn More

Jun
28
Sun
HFMA Annual Conference @ San Antonio Convention Center
Jun 28 – Jul 1 all-day
Jul
14
Tue
Data & System Admin Centralized Training – NOW VIRTUAL
Jul 14 – Jul 15 all-day

Session 1
Instructors: Nezar Ahmed and Terry Archibald
8:30 a.m. – 4:30 p.m. Tuesday, July 14
8:30 a.m. – 4:30 p.m. Wednesday, July 15
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course provides a deep dive into the EPSi system’s Security Administration as well as, Portal, Report and Data Administration. Topics will include administering user security and setup, loading and reconciling data, protecting health information (PHI), data extender, new year setup, data set maintenance, delete utilities, the data manager tool and archiving patient data.

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

Questions? Email us at epsiu@epsi.io.

Register

Jul
28
Tue
Cost Manager Intensive Centralized Training – NOW VIRTUAL
Jul 28 – Jul 30 all-day

Session 1
Instructors: Stacy Lomantini, Jill Turek

8:30 a.m. – 4:30 p.m. Tuesday, July 28

8:30 a.m. – 4:30 p.m. Wednesday, July 29

8:30 a.m. – 3 p.m. Thursday, July 30

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


A deep dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting will be provided. In addition, this course includes hands on workshops for each step of the costing process.

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

Questions? Email us at epsiu@epsi.io.

Register 

Aug
11
Tue
Product Line Analysis Intensive Centralized Training – NOW VIRTUAL
Aug 11 – Aug 13 all-day

Session 1
Instructors: Rachel Molitor, Brittani Caponegro

8:30 a.m. – 4:30 p.m. Tuesday, August 11

8:30 a.m. – 4:30 p.m. Wednesday, August 12

8:30 a.m. – 3:00 p.m. Thursday, August 13

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course provides a comprehensive exploration of the Product Line Analysis application. Included within the agenda are list groups, product lines, data manager, clinical analysis, and reporting. This course is ideal for new staff members within your organization or those who need basic refresher training. This course includes hands on workshops allowing the participants to create and load an external list, create a product line, user-defined field, rule set and clinical analysis codes, as well as several reports.

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

Questions? Email us at epsiu@epsi.io.

Register 

Aug
25
Tue
NEW CLASS: Benchmarking & Productivity – Centralized Training – NOW VIRTUAL
Aug 25 – Aug 26 all-day

Session 1
Instructors: Evan Benkert, Jeremiah Watkins

8:30 a.m. – 4:30 p.m. Tuesday, August 25

8:30 a.m. – 4:30 p.m. Wednesday, August 26

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This is a new class intended to teach attendees how to create the reclasses that are needed to send data to the benchmarking companies. In addition, attendees will learn how to leverage the data coming back from the benchmarking company for reporting and variance analysis in EPSi.

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

Questions? Email us at epsiu@epsi.io.

Register 

Aug
26
Wed
CCI Symposium @ Hyatt Regency - Greenville, SC
Aug 26 – Aug 28 all-day

CCI Symposium at the Hyatt Regency in Greenville, South Carolina.

EPSi is a Visionary Sponsor and presenter.

 

Oct
19
Mon
Visis: 2020 EPSi Summit in Austin, TX @ JW Marriott Hotel
Oct 19 @ 8:00 am – Oct 21 @ 5:00 pm
The Visis: 2020 EPSi Summit in Austin, Texas, the live music capital of the world, is designed for healthcare finance executives and professionals who want to not only keep up with disruption, innovation, and transformation, but be part of making it happen.

Visis is exclusively for EPSi clients. Whether you are still in your implementation phase or are our most experienced and sophisticated client, you’ll come away with insights and knowledge you can put to use immediately and in the long term.

This three-day immersive experience gives you the opportunity to learn from industry experts and technology visionaries, all while networking with your peers from around the country and enjoying the sights and sounds of beautiful Austin, Texas. To top it off, you get hands-on, deep dive guidance on how to get the most out of your EPSi investment from our most experienced experts.

Nov
8
Sun
HFMA Region 9 Annual Conference @ New Orleans, Louisiana
Nov 8 – Nov 10 all-day
Dec
1
Tue
HFMA Financial Sustainability Summit @ Grand Hyatt Denver
Dec 1 – Dec 2 all-day

Jun
5
Fri
Public Webinar: The Road to Recovery: EPSi Market Prioritization Analytics tool
Jun 5 @ 12:00 pm – 1:00 pm

Presenters: Evan Benkert, Ryan Self, Darren Cook, Matt Hill 

Learn how to combine new approaches to market prioritization with patient financial data to strategically resume service lines and drive volume recovery.

Jun
12
Fri
Client-Only Webinar: Using SSIS packages to Automate Data Integration
Jun 12 @ 10:00 am – 11:00 am

Presenter: 

Terry Archibald, Jeremiah Watkins & Ken Ring

 

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.
Jun
26
Fri
Public Webinar: Develop A Rolling Forecast in 30 Minutes – Learn How EPSi’s Clients Are Developing a More Accurate Forecast than Budget in 30 Minutes
Jun 26 @ 10:00 am – 11:00 am

Presenters: David Smith & Darren Cook

Health systems are hampered by a lengthy and outmoded budget process that produces a static budget that’s outdated by first close. With rolling financial forecasting, you get the ability to forecast on a rolling basis, leveraging updated data throughout your fiscal year. Now you can share the kind of financial data and analytics your finance committee, board, and operations leaders need to make better decisions. With Rolling Forecast, you can import and load your budget to see actuals vs. forecast vs. budget month over month.

Jun
9
Tue
Clinical Insights Centralized Training – NOW VIRTUAL
Jun 9 – Jun 10 all-day

Instructors: Trish Richardson, Helen Dunkle

8:30 a.m. – 4:30 p.m. Tuesday, April 14
8:30 a.m. – 4:30 p.m. Wednesday, April 15
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This workshop focuses on using costing results and Product Line Analysis data to identify clinical opportunities utilizing the Clinical Analysis application. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics include the development of clinical analysis codes and the use of reporting and data visualization.

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

Questions? Email us at epsiu@epsi.io.

 

Register

Jun
16
Tue
Budget Manager Intensive & Budget Reporting Centralized Training – NOW VIRTUAL
Jun 16 – Jun 18 all-day

Session 2
Instructors: Nezar Ahmed, Anuj Gadi
8:30 a.m. – 4:30 p.m. Tuesday, April 21
8:30 a.m. – 4:30 p.m. Wednesday, April 22
8:30 a.m. – 3:00 p.m. Thursday, April 23
(Note: you must commit to both full days to secure your registration)

Session 3
Instructors: John Kordek, John Beatrice
8:30 a.m. – 4:30 p.m. Tuesday, June 16
8:30 a.m. – 4:30 p.m. Wednesday, June 17
8:30 a.m. – 3:00 p.m. Thursday, June 18
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

 

Course Description


A deep-dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets. This course also includes forecasting, variance analysis, and flexible budgeting. Attendees will also learn how to generate both general ledger and payroll reports. This course contains hands-on workshops for each step of the budget process.

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

Questions? Email us at epsiu@epsi.io.

Register

Jul
14
Tue
Data & System Admin Centralized Training – NOW VIRTUAL
Jul 14 – Jul 15 all-day

Session 1
Instructors: Nezar Ahmed and Terry Archibald
8:30 a.m. – 4:30 p.m. Tuesday, July 14
8:30 a.m. – 4:30 p.m. Wednesday, July 15
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course provides a deep dive into the EPSi system’s Security Administration as well as, Portal, Report and Data Administration. Topics will include administering user security and setup, loading and reconciling data, protecting health information (PHI), data extender, new year setup, data set maintenance, delete utilities, the data manager tool and archiving patient data.

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

Questions? Email us at epsiu@epsi.io.

Register

Jul
28
Tue
Cost Manager Intensive Centralized Training – NOW VIRTUAL
Jul 28 – Jul 30 all-day

Session 1
Instructors: Stacy Lomantini, Jill Turek

8:30 a.m. – 4:30 p.m. Tuesday, July 28

8:30 a.m. – 4:30 p.m. Wednesday, July 29

8:30 a.m. – 3 p.m. Thursday, July 30

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


A deep dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting will be provided. In addition, this course includes hands on workshops for each step of the costing process.

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

Questions? Email us at epsiu@epsi.io.

Register 

Aug
11
Tue
Product Line Analysis Intensive Centralized Training – NOW VIRTUAL
Aug 11 – Aug 13 all-day

Session 1
Instructors: Rachel Molitor, Brittani Caponegro

8:30 a.m. – 4:30 p.m. Tuesday, August 11

8:30 a.m. – 4:30 p.m. Wednesday, August 12

8:30 a.m. – 3:00 p.m. Thursday, August 13

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course provides a comprehensive exploration of the Product Line Analysis application. Included within the agenda are list groups, product lines, data manager, clinical analysis, and reporting. This course is ideal for new staff members within your organization or those who need basic refresher training. This course includes hands on workshops allowing the participants to create and load an external list, create a product line, user-defined field, rule set and clinical analysis codes, as well as several reports.

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

Questions? Email us at epsiu@epsi.io.

Register 

Aug
25
Tue
NEW CLASS: Benchmarking & Productivity – Centralized Training – NOW VIRTUAL
Aug 25 – Aug 26 all-day

Session 1
Instructors: Evan Benkert, Jeremiah Watkins

8:30 a.m. – 4:30 p.m. Tuesday, August 25

8:30 a.m. – 4:30 p.m. Wednesday, August 26

(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This is a new class intended to teach attendees how to create the reclasses that are needed to send data to the benchmarking companies. In addition, attendees will learn how to leverage the data coming back from the benchmarking company for reporting and variance analysis in EPSi.

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

Questions? Email us at epsiu@epsi.io.

Register 

Jun
27
Sat
HFMA Leadership Training Conference @ San Antonio Convention Center
Jun 27 – Jun 28 all-day

Exhibitor/Sponsor/Presenter
Learn More

Jun
28
Sun
HFMA Annual Conference @ San Antonio Convention Center
Jun 28 – Jul 1 all-day
Aug
26
Wed
CCI Symposium @ Hyatt Regency - Greenville, SC
Aug 26 – Aug 28 all-day

CCI Symposium at the Hyatt Regency in Greenville, South Carolina.

EPSi is a Visionary Sponsor and presenter.

 

Oct
19
Mon
Visis: 2020 EPSi Summit in Austin, TX @ JW Marriott Hotel
Oct 19 @ 8:00 am – Oct 21 @ 5:00 pm
The Visis: 2020 EPSi Summit in Austin, Texas, the live music capital of the world, is designed for healthcare finance executives and professionals who want to not only keep up with disruption, innovation, and transformation, but be part of making it happen.

Visis is exclusively for EPSi clients. Whether you are still in your implementation phase or are our most experienced and sophisticated client, you’ll come away with insights and knowledge you can put to use immediately and in the long term.

This three-day immersive experience gives you the opportunity to learn from industry experts and technology visionaries, all while networking with your peers from around the country and enjoying the sights and sounds of beautiful Austin, Texas. To top it off, you get hands-on, deep dive guidance on how to get the most out of your EPSi investment from our most experienced experts.

Nov
8
Sun
HFMA Region 9 Annual Conference @ New Orleans, Louisiana
Nov 8 – Nov 10 all-day
Dec
1
Tue
HFMA Financial Sustainability Summit @ Grand Hyatt Denver
Dec 1 – Dec 2 all-day