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Phoenix Ortho

EHR Training Plan Guide

This guide provides an overview and guide as to how Phoenix Ortho delivers its training.  A personalized training plan will be developed and approved by the client.  EHR Training is delivered in three ways: 

1) Recorded Training Sessions available for review at help.phoenixortho.net, New Client On Boarding - Remote Training Sessions

2) Live Web Based training by your designated trainer

3) Transition Week Workflow Training as needed.  These training methods are delivered in conjunction with one another not an either or scenario.  Super User Boot Camp offered as an additional resource.

ONLINE VIDEO REVIEW-PRE-REMOTE  WEB BASED TRAINING

Administrative and Super Users should watch all Remote Training Sessions in advance of the Web Based Training.  Basic Video available for review at help.phoenixortho.net, New Client On Boarding - Remote Training Sessions

LIVE REMOTE WEB BASED TRAINING

SUPER USERS:   Attend all training sessions as you will be the “go to” person for your area.  BEST PRACTICES:  a super user in each of the workflow areas of our office. Example:  Clinical (can include Provider or you can have a separate Provider Super User), Front Reception, Scheduling, Check Out, Medical Records, etc.  It is very beneficial to have an Xray Super User. 

Remote training is conducted online in five distinct sessions described below.  An outline will be provided ahead of the scheduled session. Additional specialized remote training is offered as needed. See detailed outline included.


    

Remote Session I-System Administration

PARTICIPANTS:  All users that will have an Administrator role

TIME:  45 minutes (more time needed for questions)

INFO COVERED:  System Administration, Set up of Users, Permissions and Locations.

HOMEWORK ASSIGNMENT

Remote Session II-File Maintenance

PARTICIPANTS:  Users with an Administrator role

TIME:  45 minutes (more time needed for questions)

INFO COVERED:  Set up Outside referral locations, drop down options for customization based on your clinic needs.

HOMEWORK ASSIGNMENT

Remote Session III-Non Clinical Workflow

PARTICIPANTS:  Users with an Administrator role and Front Desk and Non Clinical Users

TIME: 45 minutes (more time needed for questions)

INFO COVERED:  Front Desk plus general use of Phoenix Ortho including phone messages and tasking by non-clinical users

HOMEWORK ASSIGNMENT

Remote Session IV-Clinical Workflow

PARTICIPANTS:  Users with an Administrator role and Clinical Super Users

TIME: 45 minutes (more time needed for questions)

INFO COVERED:  All areas provider and MA will use plus building preferences.

HOMEWORK ASSIGNMENT

Remote Session V-Provider Workflow and Preferences

PARTICIPANTS:  Users with an Administrator role, Clinical Super Users

TIME: 45 minutes (more time needed for questions)

 

INFO COVERED:  All areas provider and MA will use plus building preferences.

HOMEWORK ASSIGNMENT

Additional Specialty Remote Training**

(eRx and Medication List, Injections, PDF training, XMR, Surgery Orders, EHR Workflow, Meaningful Use)**

PARTICIPANTS:  Super Users (XMR - super users and xray technician)

TIME:  1 hour each

INFO COVERED:  Basics for each specialty area including homework

** These additional trainings will be conducted separately**.

TRANSITION WEEK

Project Manager on site as you transition to Phoenix Ortho EHR.  Each provider and their team will take a minimum of 1 patient live each clinic session (each am and pm).  Other departments will go live on the application:  Surgery Schedulers, Medications, Front Desk: OMR/Pictures, etc. Project Manager available to assist in Workflow development as needed.

 

OPTIONAL: SUPER USER BOOT CAMP: TRAIN THE TRAINER

Based on user group size and number of locations, a Super User Boot Camp can be scheduled providing your Super User group with tools necessary to be successful with the clinic's Go Live as well as with ongoing support.  This is a 2.5 day (minimum) uninterrupted session (outside clinic hours).  Users will bring their laptops with a link to Phoenix Ortho EHR.  Clinic IT will set up a complete front desk workstation for use during the training. At the completion of the Boot Camp, each attendee will be tested and certified.  A summary report is returned to the Lead Admin Contact.