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EPSi University

Centralized Training

Instructor-Led Training at the EPSi

University Client Collaboration Center

Centralized Training Schedule

Come to our headquarters in Chesterfield, Missouri for immersive, in-person learning led by our EPSi industry and software experts. Gain the expertise and know-how you need to become a master of our EPSi solutions.

EPSi University is available only to EPSi clients.

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