TELUS Health is pleased to provide Foundational & Advanced Education to our existing CHR customers. Please contact our team via email (care.emraccounts@telus.com) for pricing and scheduling information.
Foundational Education
Our Foundational Education program is tailored for new providers and staff joining an existing clinic. This training is also valuable as a refresher to enhance our clients' CHR knowledge. Depending on your clinic’s needs, we offer flexible training options, including multiple web or conference calls, or a single virtual or onsite training session. We highly recommend multiple web sessions, as this approach allows for comprehensive learning without overwhelming participants with too much information at once.
Below is a list of our standard foundational training sessions that we provide:
Medical Office Assistant Foundational Learning
Session Name | What is covered | Duration |
MOA 101 | Navigating your CHR, Appointments/Scheduling, Managing Patients & Recording Patient Data, Using Forms & Requisitions, Overview of the Patient’s Chart | 2 hrs |
MOA 201 | Managing the Inbox, Sending Messages, Managing Incoming Documents, Billing patients/third parties, Dashboard options | 2 hrs |
Provider Foundational Learning
Session Name | What is covered | Duration |
Provider 101 | Navigating your CHR, Viewing the Patient’s Chart, Recording Encounter Notes, Using Qnaires, Creating Prescriptions, Managing Medications, Using requisitions & Forms | 2 hrs |
Provider 201 | Sending Referrals, Billing from Encounters, Managing your Inbox, Sending Messages, Reviewing & responding to Results/Reports | 2 hrs |
Super User Foundational Learning
Session Name | What is covered | Duration |
Session 1 | Introduction to Dashboards, Scheduling, Managing Patients, Navigating the CHR | 2 hr |
Session 2 | Introduction to Virtual Visits & Pathways, Creating an Encounter (Starting, billing from, signing, etc.), Managing Your Encounters using Qnaires, Recording History, Prescriptions, Referrals, Injections, etc. | 2 hr |
Session 3 | Introduction to Your Inbox, Messages & Tasks, Managing Incoming Documents, Overview of Reporting | 2 hr |
Session 4 | Billing (Ministry billing, Patient Pays/Third Party, Private billing with inventory, etc.), Customizing Your Billing Settings, Introduction to System Administration | 2 hr |
Advanced User Foundational Learning
Session Name | What is covered | Duration |
Session 1 | Introduction to Advanced Appointments, Encounter Features, Chart Views, eReferral, Cases, Patient Workflows, CPAR/CII, CHR Connect | 2 hr |
Session 2 | Introduction to System Administration, Managing Users, Managing Facilities & Contacts, Configuring Schedules, Introduction to Pathways, Billing & Referrals configuration. | 2 hr |
Session 3 | Introduction to Templates (Encounter Templates, Message Templates, Letter Templates, Form Templates, Billing templates). Introduction to Qnaires | 2 hr |
Advanced Education
Our Advanced Education program is designed to enhance our clients' product knowledge by packaging related topics and implementing incremental changes. Depending on your clinic’s preference, we offer flexible training options, including multiple web or conference calls, or a single on-site visit. We highly recommend opting for multiple web sessions spread over an extended period, as this approach provides ample time and opportunities for collaborative learning and application.
Below is a detailed list of suggested packages that will provide clinics a progressive approach to incorporating new functions and workflow into your clinics.
Providing Opportunistic Patient Care & Management
Session Name | What is covered | Duration |
Virtual Visit Essentials: From Setup to Delivery | Introduction to Managing Virtual Visit Appointments, Conducting a Virtual Visit, Creating a Virtual Schedule, Virtual Visits configuration | 1 hrs |
Patient Portal & Online Booking Setup | Configurating & Using the Patient Portal, Settings for Online Booking | 1 hr |
Clinical Pathways: Design & Virtual Integration | Introduction to Creating & Configuring Pathways, Using Pathways with Virtual Visits | 2 hrs |
CHR Connect: eBooking & Patient Profile Essentials | Ebooking/Appointments, Patient Profiles, | 1 hr |
CHR Mobile: Setup & Navigation Guide | Configuring & Navigating the CHR Mobile App | 1 hr |
Proactive Care Management: From Prevention to Monitoring | Introduction to Chronic Disease Management, Preventative Care, Using & Managing Flowsheets | 1 hr |
Clinical Communications & Results Management | Managing Your Inbox, Sending Messages, Managing incoming Results & Reports | 1 hr |
Clinical Analytics & Reporting Fundamentals | Introduction to Data Analytics, Reviewing Key Reports, Provider Profile, Embedded Views | 1 hr |
Standardizing Data Entry & Communications
Session Name | What is covered | Duration |
Clinical Communications & Results Management | Managing Your Inbox, Sending Messages, Managing incoming Results & Reports, Using Tags | 1 hr |
Clinical Templates Mastery | Introduction to Encounter templates, Message templates, Letter templates, Form templates | 2 hr |
Qnaire Development & Customization | Introduction to Building & Modifying Qnaires | 1 hr |
Clinical Data Entry & Health Profile Management | Reviewing and Managing Patient Data, Health Profile, etc. | 1 hr |
Clinical Analytics & Reporting Fundamentals | Introduction to Data Analytics, Reviewing Key Reports, Provider Profile, Embedded Views | 1 hr |
Clinical Dashboards: Navigation & Customization | Customizing & Navigating the Dashboard View, Summary Dashboard, The Visits Dashboard, Billing Dashboard | 1 hr |
Cases in CHR: Template Design & Implementation | Introduction to Creating Cases Templates, Using Cases in the CHR | 1 hr |
Optimizing Encounter Workflows for Family Practice (GPs)
Session Name | What is covered | Duration |
Virtual Visit Essentials: From Setup to Delivery | Managing Virtual Visit Appointments, Conducting a Virtual Visit, Creating a Virtual Schedule, Virtual Visits configuration | 2 hrs |
Comprehensive Patient History Documentation | Using Health Profile & Patient Data, Updating Medical History, Social History, Family History, etc. | 1 hr |
Custom Clinical Templates: Encounters & Billing | Creating & Using Custom Encounter Templates, Utilizing Billing Templates | 1 hr |
Proactive Patient Management | Introduction to Chronic Disease Management, Preventative Care, Using & Managing Flowsheets | 1 hr |
Clinical Chart Navigation Essentials | Reviewing Lab Results, Patient Files, Requested Forms, Completed Qnaires, Previous Vitals, etc. | 1 hr |
Clinical Analytics & Reporting Fundamentals | Introduction to Data Analytics, Reviewing Key Reports, Provider Profile, Embedded Views | 1 hrs |
Clinical Dashboards: Navigation & Customization | Customizing & Navigating the Dashboard View, Summary Dashboard, The Visits Dashboard, Billing Dashboard | 1 hr |
Optimizing Encounter Workflows for Specialists
Session Name | What is covered | Duration |
Custom Clinical Templates: Encounters & Billing | Encounter templates, Using Billing Templates with your Encounter | 1 hr |
Referral Workflow: From Configuration to Tracking | Managing Incoming Requests, Tracking you Outgoing Referrals, Configuring Referrals | 1 hr |
Clinical Analytics & Reporting Fundamentals | Introduction to Data Analytics, Reviewing Key Reports, Provider Profile, Embedded Views | 1 hr |
Clinical Dashboards: Navigation & Customization | Customizing & Navigating the Dashboard & Summary View, Customizing your Encounter | 1 hr |
Optimizing Clinic Processes (Patient Focused)
Session Name | What is covered | Duration |
System Administration: A Comprehensive Guide | Managing Users, Managing facilities & Contacts, Configuring Schedules, Configuring Appointments & Appointment Notifications, Review of All Administration Settings | 1 hr |
eBooking System Configuration & Integration | Appointment Configuration, Patient Portal Settings, Connecting to the CHR Connect app. | 1 hr |
Healthcare Notifications: Setup & Automation | Notifications Using Appointment Types, Notifications for Patients, Creating Message Templates, Creating Multiple Notifications. Post Dated Notifications. | 1 hr |
Virtual Visit Essentials: From Setup to Delivery | Conducting a Virtual Visit, Creating a Virtual Schedule, Introduction to Using Pathways with Virtual Visits | 2 hr |
Complete Healthcare Billing Management | Provincial Billing, Billing Patients, Billing Third Party, Billing Tags, Billing Dashboard, Inventory Management (if applicable), Billing Templates | 1 hr |
Optimizing Clinic Processes (Internal)
Session Name | What is covered | Duration |
Clinical Analytics & Reporting Fundamentals | Introduction to Data Analytics, Reviewing Key Reports, Provider Profile, Embedded Views | 1 hr |
Mastering Clinical Tags | Using Appointment Tags, Billing Tags, File Tags, Patient Tags, Pathways Tags |
1 hr |
Clinical Templates Mastery | Introduction to Encounter templates, Message templates, Letter templates, Form templates | 2 hr |
Advanced Referral Configuration & Analytics | Referral Settings (Priority, Statuses, Referral Data), Tracking Referrals via Analytics | 1 hr |
Value Added Services
Session Name | What is covered | Duration |
CHR Connect: eBooking & Patient Profile Essentials | Navigation, Ebooking, Patient Profiles | 1 hr |
CHR Mobile: Setup & Navigation Guide | Configuring & Navigating the CHR Mobile App | 1 hr |
CHR Intake: Qnaire App Essentials | Using the Qnaire App | 1 hr |
CHR Healthcare Directory Essentials | Utilizing the Healthcare Directory in your CHR | 1 hr |
TELUS Health eClaims for Allied Professionals | Billing for your Allied Health Professional | 1 hr |
Smart Document Management with CHR AI | CHR AI-powered: Patient matching for incoming documents | 1 hr |
Online Healthcare Payments with Stripe | Processing Online Payments Using Stripe | 1 hr |
CPAR/CII: Patient Panel Management Essentials (AB Only) | Introduction to Creating & Managing Patient Panels, Submissions, Mass Actions, Notifications | 1 hr |
📌Note: Any of the sessions listed above can be delivered as stand alone sessions.