CHR Foundational & Advanced Education

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

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 forms & requisitions

2 hrs

Provider 201

Sending referrals, Billing from encounters, Managing your inbox, Sending messages, Reviewing & responding to results/reports

2 hrs

Session Name

What is covered

Duration

Session 1

Introduction to advanced appointments, Encounter features, Chart views, eReferral, Cases, Patient workflows, CPAR/CII, TELUS Health Connect

2 hrs

Session 2

Introduction to system administration, Managing users, Managing facilities & contacts, Configuring schedules, Introduction to Pathways, Billing & referrals configuration

2 hrs

Session 3

Introduction to templates (encounter templates, message templates, letter templates, form templates, billing templates), Introduction to Qnaires

2 hrs

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 hr

Clinical Pathways: Design & virtual integration

Introduction to creating & configuring Pathways, Using Pathways with virtual visits

2 hrs

Clinical communications & results management

Managing your inbox, Sending messages, Managing incoming results & reports, Using & creating file tags

1 hr

Task management

Creating task templates, Creating saved task views, Creating tasks from the patient chart, Creating tasks from the inbox, Managing tasks, Understanding the difference between messages and tasks

2 hrs

Clinical templates introduction

Introduction to encounter templates, message templates, letter templates, form templates

2 hrs

Clinical templates mastery

Creating auto fill templates on forms, creating form data set pick lists and adding lab variables to forms

1 hr

Qnaire development & customization

Introduction to building & modifying Qnaires

1 hr

Advanced Qnaire development & customization

Adding scoring to questionnaires and utilizing natural language

1 hr

Clinical Analytics & reporting fundamentals

Introduction to data analytics, Reviewing key reports, Provider Profile, Embedded views

1 hr

Patient chart navigation & customization

Customizing & navigating the Dashboard view, Summary dashboard, Visits dashboard, and Billing dashboard in order to smoothly navigate the CHR.

1 hr

Cases in CHR: Template design & implementation

Introduction to creating case templates, Using Cases in the CHR

1 hr

Comprehensive patient management

Using Health Profile & Patient Data, Updating medical history, social history, family history, etc. Introduction to chronic disease management, Preventative care, Using flowsheets

1 hr

Custom clinical templates: Encounters & billing

Creating & using custom encounter templates, Using billing templates

1 hr

Referral workflow: From configuration to tracking

Managing incoming requests, Tracking your outgoing referrals, Configuring referrals, Using Referral Analytics dashboards.

1 hr

TELUS Health Connect: eBooking & patient profile essentials

Patient view overview: Navigation, eBooking, patient profiles. TELUS Health Connect configuration settings.

1 hr

TELUS Health eClaims for Allied Professionals

Billing for your Allied Health Professional

1 hr

Online healthcare payments with Stripe

Processing online payments using Stripe, Configuring your billing settings to utilize Stripe

1 hr

CPAR/CII: Patient panel management essentials (AB Only)

Introduction to dreating & managing patient panels, submissions, mass actions, notifications

1 hr

System administration: A comprehensive guide

Managing users, Managing facilities & contacts, Configuring schedules, Using and creating appointment tags, Configuring appointments & appointment notifications, Review of all administration settings

1 hr

eBooking/TELUS Health Connect system configuration & integration admin

Appointment configuration, Patient portal settings, Connecting to the TELUS Health 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

Complete healthcare billing management

Provincial billing, Billing patients, Billing third parties, Billing tags, Billing Dashboard, Inventory management (if applicable), Billing templates

1 hr