EPSi System Administration | EPSi Healthcare Financial Decision Support

EPSi System Administration

June 25, 2019 No Comments
July 16, 2019 @ 8:30 am – July 17, 2019 @ 3:00 pm
EPSi Headquarters
16090 Swingley Ridge Road #600 Chesterfield

8:30 a.m. – 4:30 p.m. Tuesday, July 16
8:30 a.m. – 3:00 p.m. Wednesday, July 17
(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. Prerequisites: General understanding of healthcare terminology; Rudimentary understanding of EPSi Data Studio (or Data Loader), Security, and reporting; Basic level understanding EPSi system modules (Budget Manager, Cost Manager, PLA).

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.



  • Navigation
  • Establishing User Accounts
  • Defining System Access for Users
  • Administrative Access Rights
  • Role Based Security Setup
  • Dataloading End User Security Accounts
  • Security Reports
  • Security Audit Log Functions

Loading and Reconciling Data 

  • Data Studio General Overview
  • GL Data Loads & Audit Reports
  • Payroll Data Loads & Audit Reports
  • Costing Data Loads & Audit Reports
  • PLA Data Loads / Summarization Tasks
  • Periodicity of Loading Data
  • Advanced Features and Functions

Data Manager

  • Rule Sets

PHI in PLA Discussion

  • Determining PHI Fields
  • PHI Security Setup
  • HIPAA Audit Logging

Report Administration

  • Advanced Report Features
  • Distributing Reports
  • Qualifying Patient Populations within Reports
  • Saving, Sharing and Distributing Reports
  • Auditing Distributed Reports
  • Deleting Reports

Portal Administration

  • Creating Homepages
  • Adding Parts
  • Assigning Homepages to Users/Roles
  • Prioritizing Homepage Views

IT Checklist

Additional topics (Question and Answer Session)