Product Line Analyst Reporting Workshop

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

8:30 a.m. – 4:30 p.m. Tuesday, November 19
8:30 a.m. – 3:00 p.m. Wednesday, November 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 ‘refresher workshop’ and will focus on a review of the material. Prerequisite: Introduction to PLA course or equivalent experience.

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


Zachary Mertens, Implementation Consultant 
Zach has worked in the healthcare finance industry for over 6 years. In his current role of Implementation Consultant, Zach’s focus is delivering consulting services for Product Line Analysis (PLA) projects and upgrades of EPSi.

Lauren Okenica EPSi

Lauren Okenica, Implementation Consultant
Lauren has led 200+ successful technical implementations. She is skilled in delivering technical presentations to C-suite, physicians, and hospital administration onsite and via webinar. Her expertise includes ETL, data reporting, testing, risk analysis, and data validation.

Terry Archibald

Danielle Magaziner



PLA Data Basics

  • Patient Search
  • Encounter Form

PLA Standard Reports

  • Input Listings
  • Linked Charges and Payments
  • Payments
  • Patient
  • Physician
  • Profit/Loss
  • Utilization
  • Standard Reports vs. Custom Column Reports

Building and Running a Report

  • Properties – Report specific selections
  • Search – Selecting criteria to be used in the report
  • Columns – View, select, edit or format the columns that will appear or be used in the report.
    • Adding fields/predefined columns to a report
    • Custom Column
  • Computed Column
  • Conditional Computed Column
  • Indicators
  • Percent of Total
  • Predefined Format
  • Patient Search
  • Secondary Table Filter
  • Time Series – Adds time column (day, pay period, month) to the report along with the criteria for number of periods and selected date criteria
  • Sort – Sorting one or more Columns in the report in ascending or descending order
  • Subtotal – Select a Field to be used as a subtotal for the report
  • Results Filter – Add criteria to the report to filter the results
  • Ranking – Perform a rank on a Column or Sub Total
  • Summary
  • Executing Reports
    • Running report and the viewer options available
    • Exporting a report (.csv format)
    • Cube Reports
  • Saving Reports
    • Saving changes made to a report
  • Saving and Sharing My Reports/Distributed Reports
    • Sharing a custom report to a Role (group of Users)/User(s)

Report Administration

  • Control Panel
  • Report Design
    • Template Designer
    • Column Designer
  • Font Configuration

Register Now