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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.

Jan
28
Tue
Strategic Product Budgeting Centralized Training @ EPSi Headquarters
Jan 28 – Jan 29 all-day

8:30 a.m. – 4:30 p.m. Tuesday, January 28
8:30 a.m. – 4:30 p.m. Wednesday, January 29
(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 provides a detailed overview of Strategic Product Budgeting with an emphasis on integrating the long range financial planning process with annual operating budget development.

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.

 

Agenda


Security

  • Assign User Privileges for SPB Administrators

SPB Model Setup

  • Establish a Strategic Product Budgeting model
  • Setup account category assignments
  • Create payor group definitions
  • Map activity charge codes to G/L revenue and statistic accounts
  • Establish patient type assignments by product

Forecasting

  • Establish a utilization profile
  • Create a case forecast
  • Forecast non-activity based accounts

Net Revenue Modeling

  • Establish net revenue modeling
  • Apply charge increases

Balance Sheet, Cash Flow and Ratio Analysis

  • Forecasting the Balance Sheet
  • Setup Cash Flow Statement and Ratio Analysis
  • Model new facilities, physicians, and products

Integration with the Operating Budget

  • Transfer Strategic Product Budgeting information to Budget Manager
  • Setup and review Product Line Variance Reporting

Instructors


Ken Ring, Damion Stokley

Register

Feb
11
Tue
Budget Manager Intensive & Budget Reporting Centralized Training @ EPSi Headquarters
Feb 11 – Feb 13 all-day

Session 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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

Feb
18
Tue
Revenue Modeling (Contract) Centralized Training @ EPSi Headquarters
Feb 18 – Feb 19 all-day

Session 1
Instructors: Thea Furney, Jo Anne Drake
8:30 a.m. – 4:30 p.m. Tuesday, February 18
8:30 a.m. – 4:30 p.m. Wednesday, February 19

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description


This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue.

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

Feb
25
Tue
Product Line Analysis Intensive Centralized Training @ EPSi Headquarters
Feb 25 – Feb 27 all-day

Session 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, 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 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.

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 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop 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

Mar
10
Tue
Product Line Analysis Reporting Centralized Training @ EPSi Headquarters
Mar 10 – Mar 11 all-day

Session 1
Instructors: Sunny Dascanio, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 11
8:30 a.m. – 4:30 p.m. Wednesday, March 12

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 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 ‘PLA data refresher workshop’ and will focus on a review of the material.

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

Mar
24
Tue
Cost Manager Intensive (Legacy) Centralized Training @ EPSi Headquarters
Mar 24 – Mar 26 all-day

Session 1
Instructors: Chris Barrio, 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


A deep dive introductory course that includes background training in EPSi Security. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and reporting is provided. 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

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 EPSi System Administration. Topics will include administering security, loading and reconciling data, report administration, new year setup, data set maintenance, archiving patient data and the Data Access Administrative application.

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 to identify clinical opportunities. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics will include the development of clinical analysis codes and the use of reporting and data vizualization.

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 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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 1
Instructors: Danielle Magaziner, Shazia Zafar
8:30 a.m. – 4:30 p.m. Tuesday, February 25
8:30 a.m. – 4:30 p.m. Wednesday, February 26
8:30 a.m. – 3:00 p.m. Thursday, February 27

Session 2
Instructors: Brittani Caponegro, 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 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.

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 – 10:30

PLA Control Panel

10:30 – 10:45

Break

10:30 – 12:00

Encounter Search and PLA Tables

12:00 – 1:00

Lunch

1:00 – 2:00

Data Manager and Rule Sets

2:00 – 2:45

UDF Tables and Fields

2:45 – 3:00

Break

3:00 – 4:30

Day 1 Workshop

Wednesday

8:30– 9:00

Recap of Day 1 and Review Agenda for Day 2

9:00 – 10:30      

Service Groups

10:30 – 10:45

Break

10:45 – 12:00

Predefined Populations

12:00 – 1:00

Lunch

1:00 – 2:00

External List and List Groups

2:00 – 2:45

Product Line Designer

2:45 – 3:00

Break

3:00 – 4:30

Workshop

Thursday

8:30 – 9:00

Recap of Days 1 and 2; Review Agenda for Day 3

9:00 – 9:15              

340B Costing Overview

9:15 – 9:45

Contract Modeling Overview

9:45 – 10:30

Clinical Analysis Overview

10:30 – 10:45

Break

10:30 – 12:00

PLA Reporting

12:00 – 1:00

Lunch

1:00 – 3:00

Workshop 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: Sunny Dascanio, Rida Shams
8:30 a.m. – 4:30 p.m. Tuesday, March 11
8:30 a.m. – 4:30 p.m. Wednesday, March 12

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 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 ‘PLA data refresher workshop’ and will focus on a review of the material.

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: Chris Barrio, 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


A deep dive introductory course that includes background training in EPSi Security. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and reporting is provided. 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 1
Instructors: David Smith, Abhii Shah
8:30 a.m. – 4:30 p.m. Tuesday, February 11
8:30 a.m. – 4:30 p.m. Wednesday, February 12
8:30 a.m. – 3:00 p.m. Thursday, February 13

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: Danny Joseph and 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 background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided.

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