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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.

Product Line Analyst Reporting Workshop Centralized Training @ EPSi Headquarters
Nov 19 – Nov 20 all-day

(Note: you must commit to both full days to secure your registration)
EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

8:30 a.m. – 4:30 p.m. Tuesday, November 19
8:30 a.m. – 3:30 p.m. Wednesday, November 20

Instructors: Lauren Okenica, Danielle Magaziner

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 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.


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