Foundations of Cost Manager

8:30 a.m. – 4:30 p.m. Tuesday, July 30
8:30 a.m. – 4:30 p.m. Wednesday, July 31
8:30 a.m. – 3:00 p.m. Thursday, August 1

8:30 a.m. – 4:30 p.m. Tuesday, October 15
8:30 a.m. – 4:30 p.m. Wednesday, October 16
8:30 a.m. – 3:00 p.m. Thursday, October 17

(Note: you must commit to all three 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 Cost Manager as well as the reconciliation process and reporting is provided. Prerequisites: General understanding of healthcare terminology; Rudimentary understanding of General Ledger and Payroll Labor Distribution.

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


Kate Thieman, Senior Consultant
Kate Thieman joined the Allscripts EPSi team in 2011 as an Implementation Consultant. Kate has working experience across all modules – specializing in the Data Studio, Product Line Analysis, Activity Costing, Management Dashboards and reporting applications in the EPSi software and has worked with a variety of EMR systems including EPIC, Cerner, Allscripts etc.

Diane Carlson, Senior Consultant
Diane is a Senior Consultant nurse with more than 20 years’ experience in provider and payer health care with claims and clinical operations, and software design and implementations. Diane’s focus is on delivering consulting services for Product Line Analyst and Cost Manager as well as remote client projects.

Terry Archibald


• Establishing User Accounts
• Assigning User Privileges
• Troubleshooting End User Access

Data Studio
• Data Elements and Periodicity of Loads
• Establishing Schedules, Jobs and Tasks
• Loading and Reconciling Data

Overhead Costing
• Transferring GL Expenses and Payroll Expenses
• Assigning Direct/Indirect, Cost Types, Cost Categories, and Labor flag
• Gross Up/Down GL Expenses
• Loading Overhead Statistics
• Entering Re-Classes/Adjustments
• Entering Cost Type Overrides
• Setting up Sequence Table
• Calculating Overhead Costing

Activity Costing
• Setting up Cross Reference Table
• Setting up 80/20 rule for all cost centers
• Assigning RVUs to the Cost Types
• Mapping Activities to RVUs
• Entering RVU values
• VCC Costing
• Product Line Costing
• Calculating Activity Costing

RVU Development
• Control Panel
• Editing/Calculate Information

Management Reporting System
• Report Security
• Report authoring and report distribution

Register Now

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