2018 Jan-Mar PACIS Training Catalogue and Schedule

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1 2018 Jan-Mar PACIS Training Catalogue and Schedule Prerequisite: None PM Basic This basic course provides the foundation for use of the PM application, front office workflow and user preferences. This course provides an overview of the NextGen PM Application; location and function of the various menus; use of the work flow module appointment scheduling, patient/people lookup, patient check in/check-out, co-pay\payment collection, insurance entries, batch posting, and user scheduling preferences. PM NextGen Basic Kimberly Rowe Arcadia Jan 10, a-4:30p PM NextGen Basic Myrin Jayme El Segundo Jan 17, a-4:30p PM NextGen Basic Estela Mata-Carcamo Oakdale Jan 24, a-4:30p PM NextGen Basic Estela Mata-Carcamo Arcadia Feb 2, a-4:30p PM NextGen Basic Myrin Jayme Willow Feb 14, a-4:30p PM NextGen Basic Kimberly Rowe Arcadia Mar 2, a-4:30p 2016 PACIS Training Catalogue and Schedule Page 1 of 6

2 PM Billing Prerequisite: Completion of PM Basic Class This course builds user skill in utilizing the NextGen PM system to: bill encounters, process insurance claims and execute electronic billing. A review of the NextGen PM application and workflow including: billing/claim edits, insurance claims, case management, financial tabs, charges, payment posting, applying co-pays, invoicing, patient accounts, balance control and daily closing. Estela Mata-Carcamo Arcadia Jan 12, a-4:30p Myrin Jayme Arcadia Feb 7, a-4:30p Estela Mata-Carcamo El Segundo Feb 16, a-4:30p Myrin Jayme Willow Feb 16, a-4:30p Kimberly Rowe Oakdale Feb 21, a-4:30p Kimberly Rowe Arcadia Feb 28, a-4:30p Estela Mata-Carcamo Arcadia Mar 7, a-4:30p 2016 PACIS Training Catalogue and Schedule Page 2 of 6

3 Prerequisite: Completion of PM Basic PM Practice Administration This course is designed to assist the provider in incorporating the PM Application into their workflow. This course provides a brief review of the PM menu system and templates. Users will learn to utilize the administrative functions of NextGen such as: provider scheduling templates, patient demographics, end of day balancing, electronic claims processing, adding Insurances or co-pay, and creating account statements. NextGen Prac Admin Kimberly Rowe Arcadia Jan 31, a-1p NextGen Prac Admin Myrin Jayme Arcadia Feb 21, a-1p NextGen Prac Admin Estela Mata-Carcamo Arcadia Mar 21, a-1p NextGen Prac Admin Estela Mata-Carcamo Willow Mar 28, a-1p NextGen Prac Admin Kimberly Rowe Oakdale Mar 30, a-1p NextGen Prac Admin Myrin Jayme El Segundo Mar 30, a-1p 2016 PACIS Training Catalogue and Schedule Page 3 of 6

4 PM Accounts Receivable & Reporting Prerequisite: Completion of PM Basic and PM Billing classes The accounts receivable section will instruct users on how to apply A/R functions such as: credits, refunds, and capitated billing postings. The reporting section will review: A/R reports, scheduling reports, general reports, daily and monthly reports. The course will also demonstrate How To topics including: How to access reports, How to modify reports and How to save modified reports for future use. The accounts receivable section will cover: refunds, capitated billing, authorization form attachments and the application of encounter credits. PM NextGen Report/AR Myrin Jayme Arcadia Jan 26, a-1p PM NextGen Report/AR Estela Mata-Carcamo Arcadia Feb 9, a-1p PM NextGen Report/AR Kimberly Rowe Arcadia Mar 16, a-1p PM NextGen Report/AR Kimberly Rowe Willow Mar 21, a-1p PM NextGen Report/AR Myrin Jayme El Segundo Mar 28, a-1p 2016 PACIS Training Catalogue and Schedule Page 4 of 6

5 EHR Basic/Clinical Prerequisite: Affiliated practice must be Live on EHR This Session is designed to give users a basic understanding of the NextGen EHR System and how it handles the clinical flow of patient encounters. The course provides an overview of the initial patient intake, documenting the HPI (chief complaint), completing orders and patient checkout. Upon completion of this session users will understand how to navigate the EHR system and be able to load previously collected patient information. Sessions are based on specialty. EHR Bas/Clin Patricia Huang Willow Jan 10, a-11:30p, 12:30-4p EHR Bas/Clin EHR Bas/Clin Arcadia El Segundo Jan 17, 2018 Feb 2, a-12:30p 1:30p-5p 9a-12:30p 1:30p-5p EHR Bas/Clin Patricia Huang Oakdale Feb 7, a-11:30p, 12:30-4p EHR Bas/Clin Patricia Huang Arcadia Feb 14, a-11:30p, 12:30-4p EHR Bas/Clin Arcadia Mar 9, a-12:30p 1:30p-5p 2016 PACIS Training Catalogue and Schedule Page 5 of 6

6 EHR Provider Prerequisite: Completion of EHR Basic and EHR Clinical This session is designed to give all provider users an understanding of the NextGen EHR system. Upon completion of this session the provider will be able to flow the patient through an office visit and complete all necessary charting. The course will cover documenting the HPI (chief complaint), ROS, physical exam, procedures, assessments (Rx), plans/orders and more. Sessions are based on specialty. EHR Provider Patricia Huang Arcadia Jan 24, a-11:30p, 12:30-4p EHR Provider EHR Provider Willow Arcadia Jan 26, 2018 Feb 23, a-12:30p, 1:30p-5p 9a-12:30p, 1:30p-5p EHR Provider Patricia Huang Arcadia Mar 14, a-11:30p, 12:30-4p Mar 21, a-12:30p, 1:30p-5p EHR Provider El Segundo EHR Provider Patricia Huang Oakdale Mar 23, a-11:30p, 12:30-4p 2016 PACIS Training Catalogue and Schedule Page 6 of 6

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