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EPSi Calendar of Events

Webinars, Centralized Training and Industry Events

Jan
24
Fri
Public Webinar: The Power of Benchmarking Analytics – Integrating EPSi, Tableau, & 3rd Party Benchmarking with UCSD
Jan 24 @ 10:00 am – 11:00 am

Presenters: Evan Benkert, Vishal SureshKumar & Brittani Caponegro from EPSi Cara Morris at UCSD

Health systems have spent years trying to utilize benchmarking data to identify and drive out operational inefficiencies with varied success. The challenge has always been establishing methods to integrate the benchmarking data back to the financial planning tools for monitoring and accountability. Cara Morris and her Decision Support team at UCSD will discuss how they have successfully integrated EPSi with their Business Intelligence tools.

Jan
28
Tue
Strategic Product Budgeting Centralized Training @ EPSi Headquarters
Jan 28 – Jan 29 all-day

8:30 a.m. – 4:30 p.m. Tuesday, January 28
8:30 a.m. – 4:30 p.m. Wednesday, January 29
(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 provides a detailed overview of Strategic Product Budgeting with an emphasis on integrating the long range financial planning process with annual operating budget development.

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 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


Security

  • Assign User Privileges for SPB Administrators

SPB Model Setup

  • Establish a Strategic Product Budgeting model
  • Setup account category assignments
  • Create payor group definitions
  • Map activity charge codes to G/L revenue and statistic accounts
  • Establish patient type assignments by product

Forecasting

  • Establish a utilization profile
  • Create a case forecast
  • Forecast non-activity based accounts

Net Revenue Modeling

  • Establish net revenue modeling
  • Apply charge increases

Balance Sheet, Cash Flow and Ratio Analysis

  • Forecasting the Balance Sheet
  • Setup Cash Flow Statement and Ratio Analysis
  • Model new facilities, physicians, and products

Integration with the Operating Budget

  • Transfer Strategic Product Budgeting information to Budget Manager
  • Setup and review Product Line Variance Reporting

Instructors


Ken Ring, Damion Stokley

Register

Jan
31
Fri
Public Webinar: The Art of Storytelling – How EPSi’s Advanced Analytics Brings Data to Life
Jan 31 @ 10:00 am – 11:00 am

Presenters: Ryan Self, John Cusick and Jim Hagen

Transformation often requires taking rich data sets and transforming that data into actionable insights. Learn how EPSi’s Advanced Analytics platform enables clients to leverage the rich EPSi data model and create digestible stories that engage front line users.

Feb
7
Fri
Public Webinar: It Starts with a Vision – How to Successfully Build a Rigidly Flexible Strategy to Guide your Health System & Decision Analytics Program
Feb 7 @ 10:00 am – 11:00 am

Presenters: Darren Cook & Vishal SureshKumar  

Successful analytics start with having a successful strategy. Spend time getting to hear from two individuals from one of our clients to learn about their strategic plan development and how they’re establishing themselves to transform healthcare in the South and beyond.

Feb
11
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
Feb 11 – Feb 13 all-day

Session 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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 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.

Register

Feb
14
Fri
Public Webinar: The Cost of Waiting
Feb 14 @ 10:00 am – 11:00 am

Why True Cost Containment Viability Requires Real Time, Actionable Data

Presenter: Ryan Self

EPSi & HFMA surveyed of over 300 CFO’s, VPs of Finance, and other Finance Executives. The one thing everyone agreed upon was the need for real-time financial data and analytics in the next two years. Learn how EPSi’s RealCost platform enables clients to see real-time results so bad practice patterns turn into “never” events.

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

Revenue Modeling (Contract) Centralized Training @ EPSi Headquarters
Feb 18 – Feb 19 all-day

Session 1
Instructors: Thea Furney, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, February 18
8:30 a.m. – 4:30 p.m. Wednesday, February 19

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue.

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 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.

Register

Feb
21
Fri
Public Webinar: The Future of Cost Accounting – An overview of the market leading RealCost – Cost Accounting application
Feb 21 @ 10:00 am – 11:00 am

Presenters: David Janotha & Jill Turek

Join us as we take a deep dive into the advanced features in EPSi’s new RealCost-Cost Accounting tool!

Feb
25
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
Feb 25 – Feb 27 all-day

Session 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, May 5
8:30 a.m. – 4:30 p.m. Wednesday, May 5
8:30 a.m. – 3:00 p.m. Thursday, May 6

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.

Objectives


At the end of the training participants will:

  • Recognize how the data is integrated in the PLA module
  • Understand how to use the Patient Control Panel tool
  • Appreciate the functionality of the different tables within PLA
  • Conduct both a Quick Encounter Search and an Advanced Encounter Search
  • Realize the process flow for User Defined Fields including Data Manager
  • Build a Product Line
  • Create Lists and Lists Groups
  • Have an overview of 340B Costing, Contract Modeling, Clinical Analysis and PLA Reporting

Tuesday

8:30 – 9:00

9:00 – 9:30

Training Logistics

Data Studio and PLA Utilities

9:30 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop and Q & A

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 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.

Register

Feb
28
Fri
Public Webinar: The Cost of Culture
Feb 28 @ 10:00 am – 11:00 am

Why True Cost Containment Viability Requires Real-Time, Actionable Data

Presenters: Ryan Self, Trish Richardson, and client clinicians

A survey of over 300 CFO’s, VPs of Finance, and other Finance Executives uncovered that the biggest perceived inhibitor to analytical return relates to symptoms of Culture, including Lack of Executive Understanding, Poor Internal Organization, and Poor Data Governance. Learn how EPSi is working with clients to remediate cultural challenges, starting with better data in the hands of the clinicians.

Mar
6
Fri
Public Webinar: How Real Time Data Can Successfully Engage Clinicians and Eradicate Culture Costs
Mar 6 @ 10:00 am – 11:00 am

Presenters: Trish Richardson, Stacy Lomantini & Helen Dunkle

Building financial and clinician relationships are critical to successfully navigating the changing reimbursement landscape. Finance wants reduced expenses and clinicians want exceptional outcomes. EPSi’s Clinical Analysis tool and our dashboards provide the catalyst for real and lasting change.

Mar
10
Tue
Product Line Analysis Reporting Centralized Training @ EPSi Headquarters
Mar 10 – Mar 11 all-day

Session 1
Instructors: Sunny Dascanio, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 11
8:30 a.m. – 4:30 p.m. Wednesday, March 12

Session 2
Instructors: Rachel Molitor, Ashish Chowdary
8:30 a.m. – 4:30 p.m. Tuesday, May 19
8:30 a.m. – 4:30 p.m. Wednesday, May 20
(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 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 ‘PLA data refresher workshop’ and will focus on a review of the material.

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 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.

Register

Mar
13
Fri
Public Webinar: The Cost of Reuse
Mar 13 @ 10:00 am – 11:00 am

Have Traditional Decision Support Tools Helped or Harmed Financial Stewardship?

Presenter: Ryan Self

Some traditional decision support tools leverage historical averages of performance to ‘forecast’ out the future financial and operational performance that are blinded by cognitive biases and proliferate poor performance. Learn how clients are leveraging EPSi’s RealCost platform to break this trend and generate a more accurate forecast.

Mar
20
Fri
Public Webinar: Readying for Real Time – How Organizations Can Take Action Today to Reduce the Time Gap for Leveraging Real Time Data
Mar 20 @ 10:00 am – 11:00 am

Presenters: Matt Hill & Trish Richardson

Sometimes ideas that could change the world require the world to change first. Learn how EPSi is working with healthcare providers across the country in order to ensure organizations ready themselves today for the cultural, operational, and data changes needed to optimize the use of real time data.

Mar
24
Tue
Cost Manager Intensive (Legacy) Centralized Training @ EPSi Headquarters
Mar 24 – Mar 26 all-day

Session 1
Instructors: Chris Barrio, Alex Sonson
8:30 a.m. – 4:30 p.m. Tuesday, March 24
8:30 a.m. – 4:30 p.m. Wednesday, March 25
8:30 a.m. – 3:00 p.m. Thursday, March 26

Session 2
Instructors: Kate Thieman and Danielle Magaziner
8:30 a.m. – 4:30 p.m. Tuesday, June 2
8:30 a.m. – 4:30 p.m. Wednesday, June 3
8:30 a.m. – 3:00 p.m. Thursday, June 4
(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 background training in EPSi Security. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and reporting is provided. This course includes hands on workshops for each step of the costing process.

Objectives


At the end of the training participants will be able to evaluate the costing methodologies to be implemented within the costing process and will: 

  • Understand the steps of the costing process
  • Understand the rationale for the steps in the costing process​​
  • Evaluate and apply the various costing methodologies to the costing process​​
  • Analyze results of each cost balancing report​​
  • Demonstrate the ability to complete the costing process​

 

Schedule


 

Tuesday

8:30 – 9:00 am

9:00 – 9:30 am​

Introductions and Logistics

Learning Objectives and High Level Costing Process​

9:30 to 10:30 am​

Transfer of data – GL Expense and Revenue and Payroll Expense​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Assigning Direct/Indirect, Cost Types, Cost Categories, and Labor flag​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Collection and Classification of Data (cont.)​

·     Reconciliation Reports​

·     Work Shop​

2:30 – 2:45​

Break​

2:45 – 4:30 pm​

Adjusting and Staging of the Data​

·     Gross Up/Down​

·     Entering Statistics​

Wednesday

8:30 – 9:00 am​

Review of Day 1​

9:00 to 10:30 am​

Adjusting and Staging of the Data (cont.)​

·     Reclasses and Adjustments​

·     Overhead Calculations​

·     Work Shop​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Retrieve Activity Code Usage​

·     Revenue and Usage transfer​

·     Reconciliations Reports​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Assign Cost​

·     Setting up 80/20 rule​

·     Assigning RVUs to the Cost Types​

2:30 – 2:45 pm​

Break​

3:00 – 4:30 pm​

Assign Cost (cont.)​

·     Entering RVU Values​

·     Calculating Activity Costing​

·     Reconciliation Reports​

Thursday

8:30 – 9:00 am​

Review of Day 2​

9:00 to 10:30 am​

Assign Cost to PLA​

·     Cost Scenario Set Up​

·     Date Range Set Up​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Other Costing Methods​

·     Variable Charge Costing (VCC)​

·     Product Line Costing​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 3:00​

Security​

Data Studio​

Reporting – Security​

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 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.

Register

Apr
3
Fri
Client Only Webinar: The Power of the EPSi University – How to Leverage the tools of the EPSi University to Advance your Finance Leadership & Staff
Apr 3 @ 10:00 am – 11:00 am

Presenters: Tim Nolan & Allison Jeter

New Decision Support Staff focused curricula and HTV. How managers can make the most out of EPSi U’s offerings for themselves and their staff.

Apr
7
Tue
Data & System Administration @ EPSi Headquarters
Apr 7 – Apr 8 all-day

8:30 a.m. – 4:30 p.m. Tuesday, April 7
8:30 a.m. – 3:30 p.m. Wednesday, April 8

Instructors: Terry Archibald, Rachel Molitor

(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 EPSi System Administration. Topics will include administering security, loading and reconciling data, report administration, new year setup, data set maintenance, archiving patient data and the Data Access Administrative application.

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.

Register

Apr
14
Tue
Clinical Insights Centralized Training @ EPSi Headquarters
Apr 14 – Apr 15 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 to identify clinical opportunities. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics will include the development of clinical analysis codes and the use of reporting and data vizualization.

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 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.

 

Register

Apr
16
Thu
HFMA Financial Sustainability Summit @ Grand Hyatt Denver
Apr 16 – Apr 18 all-day

Partner – Return on Analytics and Cost Containment
Learn More

Apr
17
Fri
Client Only Webinar: Leveraging Statistics to Accelerate Forecasting & Improve Accuracy An Overview of ‘Machine’ Forecasting and Other Statistics for Humans
Apr 17 @ 10:00 am – 11:00 am

Presenters: Sandra Hendren & Sam Lee

Hear from EPSi’s Chief Data Scientist about the key statistics driving Rolling Forecasting and Real Time Cost. Learn how to explain these and other statistical approaches used in healthcare finance to promote understanding and confidence in the results.

Apr
21
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
Apr 21 – Apr 23 all-day

Session 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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 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.

Register

Apr
26
Sun
HFMA Leadership Training Conference @ Austin, Texas
Apr 26 – Apr 28 all-day

Exhibitor/Sponsor/Presenter
Learn More

May
1
Fri
Public Webinar: Why Health Systems Are Experiencing Limited Return on Analytics – Detailed Findings from EPSi and HFMA’s Return on Analytics Survey
May 1 @ 10:00 am – 11:00 am

Presenter: Ryan Self

Find out how healthcare finance professionals view analytics, how they measure their ROA, what’s impeding progress toward aligning strategy with analytics, and what you can do to get the most out of your analytics investments.

May
5
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
May 5 – May 7 all-day

Session 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, May 5
8:30 a.m. – 4:30 p.m. Wednesday, May 5
8:30 a.m. – 3:00 p.m. Thursday, May 6

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.

Objectives


At the end of the training participants will:

  • Recognize how the data is integrated in the PLA module
  • Understand how to use the Patient Control Panel tool
  • Appreciate the functionality of the different tables within PLA
  • Conduct both a Quick Encounter Search and an Advanced Encounter Search
  • Realize the process flow for User Defined Fields including Data Manager
  • Build a Product Line
  • Create Lists and Lists Groups
  • Have an overview of 340B Costing, Contract Modeling, Clinical Analysis and PLA Reporting

Tuesday

8:30 – 9:00

9:00 – 9:30

Training Logistics

Data Studio and PLA Utilities

9:30 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop and Q & A

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 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.

Register

Jan
24
Fri
Public Webinar: The Power of Benchmarking Analytics – Integrating EPSi, Tableau, & 3rd Party Benchmarking with UCSD
Jan 24 @ 10:00 am – 11:00 am

Presenters: Evan Benkert, Vishal SureshKumar & Brittani Caponegro from EPSi Cara Morris at UCSD

Health systems have spent years trying to utilize benchmarking data to identify and drive out operational inefficiencies with varied success. The challenge has always been establishing methods to integrate the benchmarking data back to the financial planning tools for monitoring and accountability. Cara Morris and her Decision Support team at UCSD will discuss how they have successfully integrated EPSi with their Business Intelligence tools.

Jan
31
Fri
Public Webinar: The Art of Storytelling – How EPSi’s Advanced Analytics Brings Data to Life
Jan 31 @ 10:00 am – 11:00 am

Presenters: Ryan Self, John Cusick and Jim Hagen

Transformation often requires taking rich data sets and transforming that data into actionable insights. Learn how EPSi’s Advanced Analytics platform enables clients to leverage the rich EPSi data model and create digestible stories that engage front line users.

Feb
7
Fri
Public Webinar: It Starts with a Vision – How to Successfully Build a Rigidly Flexible Strategy to Guide your Health System & Decision Analytics Program
Feb 7 @ 10:00 am – 11:00 am

Presenters: Darren Cook & Vishal SureshKumar  

Successful analytics start with having a successful strategy. Spend time getting to hear from two individuals from one of our clients to learn about their strategic plan development and how they’re establishing themselves to transform healthcare in the South and beyond.

Feb
14
Fri
Public Webinar: The Cost of Waiting
Feb 14 @ 10:00 am – 11:00 am

Why True Cost Containment Viability Requires Real Time, Actionable Data

Presenter: Ryan Self

EPSi & HFMA surveyed of over 300 CFO’s, VPs of Finance, and other Finance Executives. The one thing everyone agreed upon was the need for real-time financial data and analytics in the next two years. Learn how EPSi’s RealCost platform enables clients to see real-time results so bad practice patterns turn into “never” events.

Feb
21
Fri
Public Webinar: The Future of Cost Accounting – An overview of the market leading RealCost – Cost Accounting application
Feb 21 @ 10:00 am – 11:00 am

Presenters: David Janotha & Jill Turek

Join us as we take a deep dive into the advanced features in EPSi’s new RealCost-Cost Accounting tool!

Feb
28
Fri
Public Webinar: The Cost of Culture
Feb 28 @ 10:00 am – 11:00 am

Why True Cost Containment Viability Requires Real-Time, Actionable Data

Presenters: Ryan Self, Trish Richardson, and client clinicians

A survey of over 300 CFO’s, VPs of Finance, and other Finance Executives uncovered that the biggest perceived inhibitor to analytical return relates to symptoms of Culture, including Lack of Executive Understanding, Poor Internal Organization, and Poor Data Governance. Learn how EPSi is working with clients to remediate cultural challenges, starting with better data in the hands of the clinicians.

Mar
6
Fri
Public Webinar: How Real Time Data Can Successfully Engage Clinicians and Eradicate Culture Costs
Mar 6 @ 10:00 am – 11:00 am

Presenters: Trish Richardson, Stacy Lomantini & Helen Dunkle

Building financial and clinician relationships are critical to successfully navigating the changing reimbursement landscape. Finance wants reduced expenses and clinicians want exceptional outcomes. EPSi’s Clinical Analysis tool and our dashboards provide the catalyst for real and lasting change.

Mar
13
Fri
Public Webinar: The Cost of Reuse
Mar 13 @ 10:00 am – 11:00 am

Have Traditional Decision Support Tools Helped or Harmed Financial Stewardship?

Presenter: Ryan Self

Some traditional decision support tools leverage historical averages of performance to ‘forecast’ out the future financial and operational performance that are blinded by cognitive biases and proliferate poor performance. Learn how clients are leveraging EPSi’s RealCost platform to break this trend and generate a more accurate forecast.

Mar
20
Fri
Public Webinar: Readying for Real Time – How Organizations Can Take Action Today to Reduce the Time Gap for Leveraging Real Time Data
Mar 20 @ 10:00 am – 11:00 am

Presenters: Matt Hill & Trish Richardson

Sometimes ideas that could change the world require the world to change first. Learn how EPSi is working with healthcare providers across the country in order to ensure organizations ready themselves today for the cultural, operational, and data changes needed to optimize the use of real time data.

Apr
3
Fri
Client Only Webinar: The Power of the EPSi University – How to Leverage the tools of the EPSi University to Advance your Finance Leadership & Staff
Apr 3 @ 10:00 am – 11:00 am

Presenters: Tim Nolan & Allison Jeter

New Decision Support Staff focused curricula and HTV. How managers can make the most out of EPSi U’s offerings for themselves and their staff.

Apr
17
Fri
Client Only Webinar: Leveraging Statistics to Accelerate Forecasting & Improve Accuracy An Overview of ‘Machine’ Forecasting and Other Statistics for Humans
Apr 17 @ 10:00 am – 11:00 am

Presenters: Sandra Hendren & Sam Lee

Hear from EPSi’s Chief Data Scientist about the key statistics driving Rolling Forecasting and Real Time Cost. Learn how to explain these and other statistical approaches used in healthcare finance to promote understanding and confidence in the results.

May
1
Fri
Public Webinar: Why Health Systems Are Experiencing Limited Return on Analytics – Detailed Findings from EPSi and HFMA’s Return on Analytics Survey
May 1 @ 10:00 am – 11:00 am

Presenter: Ryan Self

Find out how healthcare finance professionals view analytics, how they measure their ROA, what’s impeding progress toward aligning strategy with analytics, and what you can do to get the most out of your analytics investments.

May
15
Fri
Client Only Webinar: Release Radar v20.1 – An Overview of the Core New Tools in EPSi’s v20.1
May 15 @ 10:00 am – 11:00 am

Presenter: Mark Hansen

New features and enhancements are to be presented on our legacy software product.

May
29
Fri
Public Webinar: Solving the Underpayment Challenge – How Clients are Leveraging EPSi’s Contract Modeling to Finding Underpayments
May 29 @ 10:00 am – 11:00 am

Presenters: Randy Bottorff & Sarah Lyons

The administration and management of contracts is essential for accurate reimbursement planning. We will discuss the ways that EPSi’s Contract Modeling tool can be used to properly calculate estimated payments. Once identified, these estimated payments can be then applied against actual payments to identify underpayments made by third party payors.

Jun
12
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 12 @ 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
26
Fri
Client Only Webinar: Predicting Cash, Automatically – An Overview of EPSi’s Real Time Analytical Ability to Predict Out Month End Cash by Payor
Jun 26 @ 10:00 am – 11:00 am

Presenter: Sam Lee 

Learn how EPSi’s RealTime tool provides a precise forecast of month end cash positions, including collection amounts by day leveraging advanced statistical modeling and algorithms. Hear how to use net revenue forecast algorithm to help predict cash collections by the end of the month.

Jan
28
Tue
Strategic Product Budgeting Centralized Training @ EPSi Headquarters
Jan 28 – Jan 29 all-day

8:30 a.m. – 4:30 p.m. Tuesday, January 28
8:30 a.m. – 4:30 p.m. Wednesday, January 29
(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 provides a detailed overview of Strategic Product Budgeting with an emphasis on integrating the long range financial planning process with annual operating budget development.

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 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


Security

  • Assign User Privileges for SPB Administrators

SPB Model Setup

  • Establish a Strategic Product Budgeting model
  • Setup account category assignments
  • Create payor group definitions
  • Map activity charge codes to G/L revenue and statistic accounts
  • Establish patient type assignments by product

Forecasting

  • Establish a utilization profile
  • Create a case forecast
  • Forecast non-activity based accounts

Net Revenue Modeling

  • Establish net revenue modeling
  • Apply charge increases

Balance Sheet, Cash Flow and Ratio Analysis

  • Forecasting the Balance Sheet
  • Setup Cash Flow Statement and Ratio Analysis
  • Model new facilities, physicians, and products

Integration with the Operating Budget

  • Transfer Strategic Product Budgeting information to Budget Manager
  • Setup and review Product Line Variance Reporting

Instructors


Ken Ring, Damion Stokley

Register

Feb
11
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
Feb 11 – Feb 13 all-day

Session 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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 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.

Register

Feb
18
Tue
Revenue Modeling (Contract) Centralized Training @ EPSi Headquarters
Feb 18 – Feb 19 all-day

Session 1
Instructors: Thea Furney, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, February 18
8:30 a.m. – 4:30 p.m. Wednesday, February 19

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue.

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 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.

Register

Feb
25
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
Feb 25 – Feb 27 all-day

Session 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, May 5
8:30 a.m. – 4:30 p.m. Wednesday, May 5
8:30 a.m. – 3:00 p.m. Thursday, May 6

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.

Objectives


At the end of the training participants will:

  • Recognize how the data is integrated in the PLA module
  • Understand how to use the Patient Control Panel tool
  • Appreciate the functionality of the different tables within PLA
  • Conduct both a Quick Encounter Search and an Advanced Encounter Search
  • Realize the process flow for User Defined Fields including Data Manager
  • Build a Product Line
  • Create Lists and Lists Groups
  • Have an overview of 340B Costing, Contract Modeling, Clinical Analysis and PLA Reporting

Tuesday

8:30 – 9:00

9:00 – 9:30

Training Logistics

Data Studio and PLA Utilities

9:30 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop and Q & A

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 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.

Register

Mar
10
Tue
Product Line Analysis Reporting Centralized Training @ EPSi Headquarters
Mar 10 – Mar 11 all-day

Session 1
Instructors: Sunny Dascanio, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 11
8:30 a.m. – 4:30 p.m. Wednesday, March 12

Session 2
Instructors: Rachel Molitor, Ashish Chowdary
8:30 a.m. – 4:30 p.m. Tuesday, May 19
8:30 a.m. – 4:30 p.m. Wednesday, May 20
(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 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 ‘PLA data refresher workshop’ and will focus on a review of the material.

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 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.

Register

Mar
24
Tue
Cost Manager Intensive (Legacy) Centralized Training @ EPSi Headquarters
Mar 24 – Mar 26 all-day

Session 1
Instructors: Chris Barrio, Alex Sonson
8:30 a.m. – 4:30 p.m. Tuesday, March 24
8:30 a.m. – 4:30 p.m. Wednesday, March 25
8:30 a.m. – 3:00 p.m. Thursday, March 26

Session 2
Instructors: Kate Thieman and Danielle Magaziner
8:30 a.m. – 4:30 p.m. Tuesday, June 2
8:30 a.m. – 4:30 p.m. Wednesday, June 3
8:30 a.m. – 3:00 p.m. Thursday, June 4
(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 background training in EPSi Security. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and reporting is provided. This course includes hands on workshops for each step of the costing process.

Objectives


At the end of the training participants will be able to evaluate the costing methodologies to be implemented within the costing process and will: 

  • Understand the steps of the costing process
  • Understand the rationale for the steps in the costing process​​
  • Evaluate and apply the various costing methodologies to the costing process​​
  • Analyze results of each cost balancing report​​
  • Demonstrate the ability to complete the costing process​

 

Schedule


 

Tuesday

8:30 – 9:00 am

9:00 – 9:30 am​

Introductions and Logistics

Learning Objectives and High Level Costing Process​

9:30 to 10:30 am​

Transfer of data – GL Expense and Revenue and Payroll Expense​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Assigning Direct/Indirect, Cost Types, Cost Categories, and Labor flag​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Collection and Classification of Data (cont.)​

·     Reconciliation Reports​

·     Work Shop​

2:30 – 2:45​

Break​

2:45 – 4:30 pm​

Adjusting and Staging of the Data​

·     Gross Up/Down​

·     Entering Statistics​

Wednesday

8:30 – 9:00 am​

Review of Day 1​

9:00 to 10:30 am​

Adjusting and Staging of the Data (cont.)​

·     Reclasses and Adjustments​

·     Overhead Calculations​

·     Work Shop​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Retrieve Activity Code Usage​

·     Revenue and Usage transfer​

·     Reconciliations Reports​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Assign Cost​

·     Setting up 80/20 rule​

·     Assigning RVUs to the Cost Types​

2:30 – 2:45 pm​

Break​

3:00 – 4:30 pm​

Assign Cost (cont.)​

·     Entering RVU Values​

·     Calculating Activity Costing​

·     Reconciliation Reports​

Thursday

8:30 – 9:00 am​

Review of Day 2​

9:00 to 10:30 am​

Assign Cost to PLA​

·     Cost Scenario Set Up​

·     Date Range Set Up​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Other Costing Methods​

·     Variable Charge Costing (VCC)​

·     Product Line Costing​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 3:00​

Security​

Data Studio​

Reporting – Security​

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 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.

Register

Apr
7
Tue
Data & System Administration @ EPSi Headquarters
Apr 7 – Apr 8 all-day

8:30 a.m. – 4:30 p.m. Tuesday, April 7
8:30 a.m. – 3:30 p.m. Wednesday, April 8

Instructors: Terry Archibald, Rachel Molitor

(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 EPSi System Administration. Topics will include administering security, loading and reconciling data, report administration, new year setup, data set maintenance, archiving patient data and the Data Access Administrative application.

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.

Register

Apr
14
Tue
Clinical Insights Centralized Training @ EPSi Headquarters
Apr 14 – Apr 15 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 to identify clinical opportunities. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics will include the development of clinical analysis codes and the use of reporting and data vizualization.

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 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.

 

Register

Apr
21
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
Apr 21 – Apr 23 all-day

Session 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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 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.

Register

May
5
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
May 5 – May 7 all-day

Session 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, May 5
8:30 a.m. – 4:30 p.m. Wednesday, May 5
8:30 a.m. – 3:00 p.m. Thursday, May 6

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.

Objectives


At the end of the training participants will:

  • Recognize how the data is integrated in the PLA module
  • Understand how to use the Patient Control Panel tool
  • Appreciate the functionality of the different tables within PLA
  • Conduct both a Quick Encounter Search and an Advanced Encounter Search
  • Realize the process flow for User Defined Fields including Data Manager
  • Build a Product Line
  • Create Lists and Lists Groups
  • Have an overview of 340B Costing, Contract Modeling, Clinical Analysis and PLA Reporting

Tuesday

8:30 – 9:00

9:00 – 9:30

Training Logistics

Data Studio and PLA Utilities

9:30 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop and Q & A

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 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.

Register

May
19
Tue
Product Line Analysis Reporting Centralized Training @ EPSi Headquarters
May 19 – May 20 all-day

Session 1
Instructors: Sunny Dascanio, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 11
8:30 a.m. – 4:30 p.m. Wednesday, March 12

Session 2
Instructors: Rachel Molitor, Ashish Chowdary
8:30 a.m. – 4:30 p.m. Tuesday, May 19
8:30 a.m. – 4:30 p.m. Wednesday, May 20
(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 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 ‘PLA data refresher workshop’ and will focus on a review of the material.

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 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.

Register

Jun
2
Tue
Cost Manager Intensive (Legacy) Centralized Training @ EPSi Headquarters
Jun 2 – Jun 4 all-day

Session 1
Instructors: Chris Barrio, Alex Sonson
8:30 a.m. – 4:30 p.m. Tuesday, March 24
8:30 a.m. – 4:30 p.m. Wednesday, March 25
8:30 a.m. – 3:00 p.m. Thursday, March 26

Session 2
Instructors: Kate Thieman and Danielle Magaziner
8:30 a.m. – 4:30 p.m. Tuesday, June 2
8:30 a.m. – 4:30 p.m. Wednesday, June 3
8:30 a.m. – 3:00 p.m. Thursday, June 4
(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 background training in EPSi Security. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and reporting is provided. This course includes hands on workshops for each step of the costing process.

Objectives


At the end of the training participants will be able to evaluate the costing methodologies to be implemented within the costing process and will: 

  • Understand the steps of the costing process
  • Understand the rationale for the steps in the costing process​​
  • Evaluate and apply the various costing methodologies to the costing process​​
  • Analyze results of each cost balancing report​​
  • Demonstrate the ability to complete the costing process​

 

Schedule


 

Tuesday

8:30 – 9:00 am

9:00 – 9:30 am​

Introductions and Logistics

Learning Objectives and High Level Costing Process​

9:30 to 10:30 am​

Transfer of data – GL Expense and Revenue and Payroll Expense​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Assigning Direct/Indirect, Cost Types, Cost Categories, and Labor flag​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Collection and Classification of Data (cont.)​

·     Reconciliation Reports​

·     Work Shop​

2:30 – 2:45​

Break​

2:45 – 4:30 pm​

Adjusting and Staging of the Data​

·     Gross Up/Down​

·     Entering Statistics​

Wednesday

8:30 – 9:00 am​

Review of Day 1​

9:00 to 10:30 am​

Adjusting and Staging of the Data (cont.)​

·     Reclasses and Adjustments​

·     Overhead Calculations​

·     Work Shop​

10:30 – 10:45 am​

Break​

10:45 – 12:00 pm​

Retrieve Activity Code Usage​

·     Revenue and Usage transfer​

·     Reconciliations Reports​

12:00 – 1:00 pm​

Lunch – served in the break room​

1:00 – 2:30pm​

Assign Cost​

·     Setting up 80/20 rule​

·     Assigning RVUs to the Cost Types​

2:30 – 2:45 pm​

Break​

3:00 – 4:30 pm​

Assign Cost (cont.)​

·     Entering RVU Values​

·     Calculating Activity Costing​

·     Reconciliation Reports​

Thursday