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EPSi Calendar of Events

Webinars, Centralized Training and Industry Events

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 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, protected 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 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
10
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 10 @ 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
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 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 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
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

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 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 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
24
Fri
Public Webinar: The Cost of Waiting – Why True Cost Containment Viability Requires Real-Time, Actionable Data
Apr 24 @ 10:00 am – 11:00 am

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.

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
4
Mon
Louisiana HFMA Annual Summit @ Lafayette, LA
May 4 – May 5 all-day
May
5
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
May 5 – May 7 all-day

Session 2
Instructors: Sunny Dascanio, 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 or those who need basic refresher training. This course includes hands-on workshops where learners create and load an external list; and 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 – 10:30PLA Control Panel
10:30 – 10:45Break
10:30 – 12:00Encounter Search and PLA Tables
12:00 – 1:00Lunch
1:00 – 2:00Data Manager and Rule Sets
2:00 – 2:45UDF Tables and Fields
2:45 – 3:00Break
3:00 – 4:30Day 1 Workshop

Wednesday

8:30– 9:00Recap of Day 1 and Review Agenda for Day 2
9:00 – 10:30Service Groups
10:30 – 10:45Break
10:45 – 12:00Predefined Populations
12:00 – 1:00Lunch
1:00 – 2:00External List and List Groups
2:00 – 2:45Product Line Designer
2:45 – 3:00Break
3:00 – 4:30Workshop

Thursday

8:30 – 9:00Recap of Days 1 and 2; Review Agenda for Day 3
9:00 – 9:15340B Costing Overview
9:15 – 9:45Contract Modeling Overview
9:45 – 10:30Clinical Analysis Overview
10:30 – 10:45Break
10:30 – 12:00PLA Reporting
12:00 – 1:00Lunch
1:00 – 3:00Workshop 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
8
Fri
Public Webinar: The Cost of Reuse: Have Traditional Decision Support Tools Helped or Harmed Financial Stewardship?
May 8 @ 10:00 am – 11:00 am

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.

May
12
Tue
Modern Healthcare Transformation Summit @ Hilton
May 12 – May 13 all-day
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
19
Tue
HFMA Region 1 Annual Conference @ MGM Springfield, MA
May 19 – May 20 all-day

Coffee Stand Sponsor
Learn More

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

Session 1
Instructors: Brittani Caponegro, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 10
8:30 a.m. – 4:30 p.m. Wednesday, March 11

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 is an introductory hands-on workshop that focuses on Product Line Analysis report writing solutions within EPSi. This is a great opportunity for users to get additional refresher training on a variety of PLA topics, as well as tips and tricks for writing useful PLA 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 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
22
Fri
Public Webinar: Readying for Real Time – How Organizations Can Take Action Today to Reduce the Time Gap for Leveraging Real Time Data
May 22 @ 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.

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

Session 1
Instructors: Alex Sonson, 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


This course is a deep-dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Learners will benefit from comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting. In addition, 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

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
16
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
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 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
27
Sat
HFMA Leadership Training Conference – San Antonio @ Austin, Texas
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

Apr
10
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 10 @ 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

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
24
Fri
Public Webinar: The Cost of Waiting – Why True Cost Containment Viability Requires Real-Time, Actionable Data
Apr 24 @ 10:00 am – 11:00 am

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.

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
8
Fri
Public Webinar: The Cost of Reuse: Have Traditional Decision Support Tools Helped or Harmed Financial Stewardship?
May 8 @ 10:00 am – 11:00 am

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.

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
22
Fri
Public Webinar: Readying for Real Time – How Organizations Can Take Action Today to Reduce the Time Gap for Leveraging Real Time Data
May 22 @ 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.

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.

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 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, protected 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 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 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 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 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 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 2
Instructors: Sunny Dascanio, 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 or those who need basic refresher training. This course includes hands-on workshops where learners create and load an external list; and 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 – 10:30PLA Control Panel
10:30 – 10:45Break
10:30 – 12:00Encounter Search and PLA Tables
12:00 – 1:00Lunch
1:00 – 2:00Data Manager and Rule Sets
2:00 – 2:45UDF Tables and Fields
2:45 – 3:00Break
3:00 – 4:30Day 1 Workshop

Wednesday

8:30– 9:00Recap of Day 1 and Review Agenda for Day 2
9:00 – 10:30Service Groups
10:30 – 10:45Break
10:45 – 12:00Predefined Populations
12:00 – 1:00Lunch
1:00 – 2:00External List and List Groups
2:00 – 2:45Product Line Designer
2:45 – 3:00Break
3:00 – 4:30Workshop

Thursday

8:30 – 9:00Recap of Days 1 and 2; Review Agenda for Day 3
9:00 – 9:15340B Costing Overview
9:15 – 9:45Contract Modeling Overview
9:45 – 10:30Clinical Analysis Overview
10:30 – 10:45Break
10:30 – 12:00PLA Reporting
12:00 – 1:00Lunch
1:00 – 3:00Workshop 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: Brittani Caponegro, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 10
8:30 a.m. – 4:30 p.m. Wednesday, March 11

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 is an introductory hands-on workshop that focuses on Product Line Analysis report writing solutions within EPSi. This is a great opportunity for users to get additional refresher training on a variety of PLA topics, as well as tips and tricks for writing useful PLA 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 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: Alex Sonson, 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


This course is a deep-dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Learners will benefit from comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting. In addition, 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

Jun
16
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
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 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
4
Mon
Louisiana HFMA Annual Summit @ Lafayette, LA
May 4 – May 5 all-day
May
12
Tue
Modern Healthcare Transformation Summit @ Hilton
May 12 – May 13 all-day
May
19
Tue
HFMA Region 1 Annual Conference @ MGM Springfield, MA
May 19 – May 20 all-day

Coffee Stand Sponsor
Learn More

Jun
27
Sat
HFMA Leadership Training Conference – San Antonio @ Austin, Texas
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