Foundations of PLA

8:30 a.m. – 4:30 p.m. Tuesday, May 7
8:30 a.m. – 4:30 p.m. Wednesday, May 8
8:30 a.m. – 3:00 p.m. Thursday, May 9

8:30 a.m. – 4:30 p.m. Tuesday, August 13
8:30 a.m. – 4:30 p.m. Wednesday, August 14
8:30 a.m. – 3:00 p.m. Thursday, August 15

8:30 a.m. – 4:30 p.m. Tuesday, October 22
8:30 a.m. – 4:30 p.m. Wednesday, October 23
8:30 a.m. – 3:00 p.m. Thursday, October 24
(Note: you must commit to all three full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description

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

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the 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


Stacy Hendon , Senior Consultant
Stacy is an experienced healthcare professional with a 17 year history of working in the industry. She has led cost standardization projects across multi-facility organizations as well as patient accounting extract design projects to maximize the use of clinical data. She also co-leads the EPSi Clinical Insights program.

Danny Joseph EPSi

Danny Joseph, Associate Consultant
Danny is a recent graduate from Loyola University-Chicago. Throughout his undergrad career, he worked at Northshore University Health System-Skokie Hospital. From his 4 years of experience at Skokie hospital, he was able to attain valuable skills from the front end application of Epic on an Orthopedic Unit.

Allison Jeter EPSi

Allison Jeter, Implementation Consultant
Ali has worked in healthcare over a span of fifteen years. Of those fifteen years, ten years were worked directly in a large hospital setting. In her role of Implementation Consultant, Ali’s focus is on delivering consulting services for Product Line Analyst (PLA) and Cost Manager implementations and remote client projects.

Sunny Dascanio, Associate Consultant
Sunny has worked in the healthcare industry for nearly 3 years. Prior to joining the EPSi team Sunny worked for Cerner Corporation as a Physician Practice Consultant, implementing software for the DoD nationwide. In her current role, Sunny’s focus is delivering consulting services for Clinical Analysis and Product Line Analysis (PLA).



Enterprise Analyst

  • Navigation
  • Tables
  • Patient Qualification
  • Patient Encounter Form
  • Predefined Populations
  • List Groups
  • Service Groups
  • Summarization
  • Deleting Patient Data

Product Line Management

  • Product Line Designer
  • Assign Product Lines
  • Product Line Reporting

Data Manager

  • Rule Sets

Clinical Analysis

  • Event Creation
  • Code Creation
  • Assignment

Contract Modeling Brief Overview

  • Defining Contracts
  • Calculating Estimated Reimbursement
  • Contract Modeling Reports

Management Reporting

  • Standard Reports
  • Qualifying Patient Populations within Reports
  • Saving, Sharing and Distributing Reports

Register Now

Live Training Administrative Policies
By attending this training, you are giving consent that your photo or likeness may be used for EPSi promotion and marketing, including social media.