PPS Academy Mckesson Practice Choice Training Guide

PPS Academy – McKesson Practice Choice Training Guide

About the Training Guide

The McKesson Practice Choice Training guide is designed to identify the resources available for training on Practice Choice. Where possible items within each section are arranged in the order that best practices dictate to consume these items.

In its electronic version, this document provides links to those resources that can be accessed on-line.

Please access the current version of this document on-line periodically as it will continue to be updated with additional and updated resources.

McKesson Practice Choice Training Videos

The McKesson Practice Choice Training Videos are a series of training modules that provide demonstrations and walkthroughs of specific features and functionality of the McKesson Practice Choice system. The videos are arranged in the recommended order for implementation and should be taken in sequential order the first time through.

Training Pre-requisite Module

McKesson Practice Choice Overview 12:40 All Users  An overview of the McKesson Practice Choice product providing a high level look at Admin function and the three working components of Scheduling, Charting, and Accounting.

Module 1: Overview and Admin Build

Getting Started in McKesson Practice Choice – Logging In 2:08 All Users  A walkthrough of how to log in and out of the system, as well as locking the application to prevent unauthorized users from gaining access to the system.

10/20/2012 v.4.3.V Page | 1 Getting Started in McKesson Practice Choice – User Preferences 1:22 All Users  Covers the admin settings configurable by the individual user. Demonstrates how a user can change settings such as updating a password or setting the default view.

McKesson Practice Choice Admin – Roles and Users 7:04 Admin  Covers assignment and configuration of the 6 roles in McKesson Practice Choice, and assigning roles to users. Adding users to the system and the active setting. Setting the provider level.

McKesson Practice Choice Admin – General Preferences 3:52 Admin  Provides an overview of the administrative function of setting the McKesson Practice Choice General Preferences settings. Covers the setting of Organization Information, General, inactivity settings, gender and date settings, Scheduling general settings, and accounting and statement general settings, and preferred languages settings.

McKesson Practice Choice Admin – Setting Up Locations 1:40 Admin  Covers navigating to the location section in admin. Demonstrates how to add a new location, editing a new location and inactivating a location.

McKesson Practice Choice Admin – External Providers 2:05 Admin  Covers navigating to the external provider screen in admin. Demonstrates how to add an external provider to the list, and linking an external provider to a referral.

McKesson Practice Choice Admin – Referral Sources 1:45 Admin  Covers navigating to the referral sources screen in admin. Demonstrates how to add a new referral source to the list, and how to edit an existing referral source.

McKesson Practice Choice Admin – Performing Centers 2:18 Admin  Provides a definition of performing centers and lists the types of performing centers. Covers adding a new performing center and assigning a performing center to an order.

10/20/2012 v.4.3.V Page | 2 McKesson Practice Choice Admin – Insurance Payer Bill by Provider Settings 2:25 Admin/Billing (New for 1.05 – 09/24/2012)  Covers the settings for determining the NPI and billing information for individual payers. Specifically what information is place in the billing information when Bill by Provider or Bill by Practice is selected on the Insurance Payer screen.

McKesson Practice Choice Admin – Statistical Providers 7:00 Admin  Covers navigating to the statistical providers screen. Defines the purpose of statistical providers. Covers adding and editing a statistical provider type and adding and editing a statistical provider. Also covers associating a rendering provider with a statistical provider.

Getting Started in McKesson Practice Choice – Communications 8:10 All Users  Provides an overview of the Communications feature functionality and limitations, and how to use the Communications feature of McKesson Practice Choice.

McKesson Practice Choice – BillFlash and Configuration Guide N/A Admin/Billing (Updated for 1.03 – 07/06/2012)  A guide that details the process of configuring BillFlash for use in McKesson Practice Choice and details how to use BillFlash in McKesson Practice Choice.

Module 2: Advanced Admin Build

McKesson Practice Choice Admin – Health Maintenance Procedures and Templates 11:10 Admin  A walkthrough of the administrative function of creating and maintaining Health Maintenance Procedures and Templates. Covers how to create procedures, rules, and alerts, and how to apply them to patients through the use of templates.

McKesson Practice Choice Admin – Note Management 7:15 Admin/Clinical  A walkthrough of the administrative function of viewing and editing Note templates. Covers how to add quick texts, pick lists, letter codes, smart codes, and insert codes to the note template. Note templates make documentation faster, clearer, and consistent.

10/20/2012 v.4.3.V Page | 3 McKesson Practice Choice Admin – Order Maintenance and Order Types 4:25 Admin/Clinical  A walkthrough of the administrative function of creating order types and order templates. Order types are required when creating orders. This training defines order types and demonstrates how to edit, delete, and add new order types. Covers order type configuration, adding procedures and, order assignment.

McKesson Practice Choice Admin – Quick Text Maintenance 4:02 Admin/Clinical  Covers creating, editing, and deleting Quick Text and Pick Lists for use in progress notes, nurse notes, and encounter notes. Covers inserting elements into Quick Text. Quick Text is used in notes to facilitate faster documentation.

McKesson Practice Choice Admin – Tagging Text to Elements for Deletion 16:00 Admin/Clinical  Covers creating Tags and links between quicktext and picklist elements and text/labels to allow text/labels to be deleted during the note Complete and Sign process.

McKesson Practice Choice Admin – Note Template Sharing 7:20 Admin/Clinical  Covers the process of sharing note templates between organizations. This training video details how to send note templates, receive note templates, and utilize shared templates by the receiving organization.

Module 3: McKesson Practice Choice Scheduling

McKesson Practice Choice – Scheduling Overview 7:15 Scheduler  Provides an overview of the Scheduling functions of McKesson Practice Choice. Covers searching for a patient, scheduling an appointment, and canceling/rescheduling an appointment.

McKesson Practice Choice – Scheduling Configuration 16:45 Scheduler  A walkthrough of the administrative functions of configuring scheduling settings. Covers setting up appointment types, wait list settings, editing provider/resource schedules and availability settings, calendar settings, schedule settings, appointment slots, and unavailable times (blocks).

10/20/2012 v.4.3.V Page | 4 Rescheduling Appointments in McKesson Practice Choice 7:45 Scheduler (New for 1.04 – 08/30/2012)  A walkthrough of the rescheduling features of the Scheduling module. Covers; using Drag and Drop and Cut and Paste to reschedule appointments, rescheduling multiple appointments at one time, additional right-click features including adding and editing an existing appointment, adding, editing, and deleting blocks

Module 4: McKesson Practice Choice Charting

Getting Started in McKesson Practice Choice – Searching for Patients 3:35 Clinical  An overview of how to search for a patient in McKesson Practice Choice, including searching by name, date of birth, and account ID. Covers how to quickly navigate through the patients who match the search criteria to find the correct patient.

McKesson Practice Choice – Encounters Overview 2:38 Clinical  An overview of the encounters pane in a patient’s chart and demonstrates how to create an encounter that is not linked to an appointment. Encounters are automatically created when a patient is checked in.

McKesson Practice Choice – Multi-page Scanning in McKesson Practice Choice 13:20 Clinical/Scheduler/Billing (New for 1.05 – 09/29/20120  A detailed walkthrough of the Scanning item process. Covers scanning in Scheduling, Charting, and Accounting as well as the Document Library. Covers how to scan, editing, viewing scanned items in Practice Choice, exporting scans, and printing scans, as well as searching and filtering in the Document Library.

McKesson Practice Choice – Using the Override Supervising Provider Setting 1:50 Clinical (New for 1.04 – 08/30/2012)  Covers the Mid-Level provider use of the Override Supervising Provider setting. Details optimizing Mid-Level claim status and when this feature must be used to comply with Method II billing.

McKesson Practice Choice – Progress Notes Admin/Clinical 4:23  An overview of the progress notes function. Covers viewing existing encounter notes, editing a note, creating a new note, attaching a file, adding a element, entering data using quicktext and picklist elements, labels, and saving and signing a note.

10/20/2012 v.4.3.V Page | 5 McKesson Practice Choice – Capturing Charges 6:15 Clinical/Billing  Covers how to capture charges based on the clinical encounter by searching for, selecting, and utilizing diagnosis and procedure codes.

McKesson Practice Choice – Utilizing QuickText Templates in Notes 18:39 Clinical/Billing  Covers what the three types of QuckText elements are. A detailed demonstration of how to create QuickText elements including PickLists. A how to on using QuickText elements in notes and note templates.

McKesson Practice Choice – Reports Overall Workflow 3:15 Billing  An overview that demonstrates the basics of running reports in McKesson Practice Choice.

Configuring Claims Approval Settings and Billing Workflow 12:00 Clinical/Billing (New for 1.06 – 10/20/2012)  Covers the three options for setting billing members’ ability to modify claim information and coding. Covers the workflow from start of an encounter to posting to billing.

Module 5: McKesson Practice Choice Accounting

McKesson Practice Choice – Life of a Claim 8:06 Billing  A walkthrough of a claim from the point of patient check-in, through charting via diagnosis and procedure coding, through billing including tracking, validation, posting, commit to A/R, ERA, payment processing, billing, statements, and reporting.

McKesson Practice Choice Admin – Custom Codes 5:05 Billing  Covers creating custom procedure or diagnosis codes that aren’t pre- loaded in the system. Group a series of procedures or diagnoses for use as a set or an easily identifiable charge process. Create codes for charges outside of CPT coding or for internal non-claim billing/charges.

10/20/2012 v.4.3.V Page | 6 McKesson Practice Choice Admin – Co-Insurance Schedules 4:00 Billing  A walkthrough of the administrative function of setting up co-insurance schedules for determining co-payments of patients based on provider plan specifics. Covers variable payment percentages, setting rules and exceptions based on procedures, and co-pay variances.

McKesson Practice Choice – Payment Screen Keyboard Navigation 7:04 Billing (New for 1.03 – 07/06/2012)  Covers using keyboard navigation shortcuts when entering payments into the payment input fields of the Claims and Unapplied tabs of the Payments screen. Details the auto-scrolling feature that eliminates the need to use the mouse to scroll over to fields that are off-screen or hidden due to the table not being displayed when a smaller monitor generates scroll bars on the table.

McKesson Practice Choice – Daily Updates 4:40 Billing  Covers posting charges and co pays to Accounts Receivable. Describes the pre- requisites required to post charges, and how to set search criteria. Details how to include and exclude items from posting.

McKesson Practice Choice – Payment Search Result – Paid By Column 1:28 Billing (New for 1.04 – 08/30/2012)  Covers use of the Paid By Column field of the Payment Search Result display to identify the payment source of a payment and when this information is useful.

McKesson Practice Choice – Missing Encounter Report 3:00 Billing (New for 1.03 – 07/06/2012)  Covers the details and how to run the Missing Encounter Report. Defines the parameters for running the report and details the fields of the report. Special considerations within the report are defined.

McKesson Practice Choice – Deposit Slip Report 4:22 Billing (New for 1.03 – 07/06/2012)  Covers the details and how to run the Deposit Slip Report. Defines the parameters for running the report and details the fields of the report. Special considerations within the report are defined.

McKesson Practice Choice – New Purchase VS Claim 2:19 Billing  Covers how to capture charges that are not generated from the clinical encounter. The new purchase functionality is used for the sale of supplies or services such as lenses, cosmetics, vitamins, or other similar items or services.

10/20/2012 v.4.3.V Page | 7 McKesson Practice Choice – Patient Inquiry 6:05 Billing  Covers how to capture perform a patient inquiry within the accounting view. Details how to select a patient and view claims and unapplied amounts in patient accounts. Applying claim payments , moving payments to claims and unapplied amounts.

Module 6: Review Meaningful Use Documentation

EHR Incentive Programs Beginners Guide N/A Admin/Clinical  Beginners guide from the DHHS and CMS entitled “An Introduction to the Medicare EHR Incentive Program for Eligible Professionals” that covers Meaningful Use.

McKesson PPS Academy Meaningful Use Overview Guide N/A Admin/Clinical  Overview of Meaningful Use, from eligibility and requirements to Stages.

McKesson PPS Academy Meaningful Use Performance Metric Guide N/A Admin/Clinical  Overview of how each Meaningful Use performance metric is calculated, including what information is entered in McKesson Practice Choice to fulfill the objective.

McKesson PPS Meaningful Use Consulting Services Bulletin N/A Admin/Clinical  A bulletin detailing the consulting services McKesson PPS provides. Note: Remote training provided by the Implementation Consultants is not offered for the McKesson Practice Choice product line. All other services are available.

Module 7: Established User Features and Notifications

McKesson Practice Choice – Tips and Tricks 3:58 All Users  Features Tips and Tricks of the McKesson Practice Choice product that can be utilized to more effectively use the product. Details features that enhance or simplify using McKesson Practice Choice.

McKesson Practice Choice – Release 1.03 Update 4:33 All Users  Covers updates to McKesson Practice Choice 1.03 that are not covered as separate training modules and lists the major updates to 1.03 that are covered as modules.

10/20/2012 v.4.3.V Page | 8 McKesson Practice Choice – Release 1.04 Update 4:33 All Users (New for 1.04 – 08/30/2012)  Covers updates to McKesson Practice Choice 1.04 that are not covered as separate training modules and lists the major updates to 1.04 that are covered as modules.

McKesson Practice Choice – Release 1.05 Update 4:33 All Users (New for 1.05 – 09/24/2012)  Covers updates to McKesson Practice Choice 1.05 that are not covered as separate training modules and lists the major updates to 1.05 that are covered as modules.

McKesson Practice Choice – Simulation Activity – Schedule an Appointment 2:00 Scheduler  A simulation providing a guided simulation of scheduling a simple appointment.

McKesson Practice Choice – Simulation Activity – Chart a Patient Encounter 2:00 Clinical  A simulation providing a guided simulation of charting a simple patient encounter.

McKesson Practice Choice – Simulation Activity – Post a Claim 2:00 Billing  A simulation providing a guided simulation of posting a simple claim.

Module 8: RelayHealth and RelayHealth Collaboration Compass

Managing/Removing Multiple Patient Listings in RelayHealth 3:15 Clinical (New for 1.05 – 09/24/2012)  Resolving the issue of multiple or duplicate patient records in RelayHealth. Covers what to do to avoid generating duplicate records in RelayHealth when importing Demographic data from a legacy system, and how to handle them if they occur.

Collaboration Compass – Getting Started Admin/Billing

Collaboration Compass – Customizing Collaboration Compass Admin/Billing

Collaboration Compass – Researching Claims and Remittances in Compass Admin/Billing

10/20/2012 v.4.3.V Page | 9 McKesson Practice Choice Sales Certification Training & Documentation

The Sales Certification Training series is a group of training three modules presented by Chris Wetzel, VAR Solutions Specialist designed to train a VAR in the McKesson Practice Choice sales process. This training is a pre-requisite to Sales Certification test.

McKesson Practice Choice – Sales Certification – Module 1: Introduction

 This video presents the Key Value Propositions, System Structure and Data and Where McKesson Practice Choice fits in the McKesson portfolio of practice management and electronic health record solutions. This training is approximately 29 minutes in length.

McKesson Practice Choice – Sales Certification – Module 2: Sales Demonstration Training

 This video presents how to effectively demonstrate McKesson Practice Choice effectively to a prospective customer. Specifically how to Prepare for the demonstration, Tips on presenting the system, and a sample demonstration. Additionally a preview of the Sales Certification test is presented. This training is approximately 1 hour and 8 minutes in length.

McKesson Practice Choice – Sales Certification – Module 3: Sales Process

 This video presents the sales and implantation process for McKesson Practice choice. The Contracting tools and process are presented as well as the implementation process. A breakdown of the price points and options for offering McKesson Practice Choice and next steps. This training is approximately 40 minutes in length.

10/20/2012 v.4.3.V Page | 10 McKesson Practice Choice Best Practices & Supplementary Documentation

As procedures and processes are fine tuned and tweaked, best practices are identified and developed within the McKesson Practice Choice community. When these procedures and processes are identified and codified the PPS Academy will share that knowledge through additional training modules.

Additionally supplementary documentation may be released to cover topics or issues that arise or provide clarification concerning McKesson Practice Choice. In this section the Academy provides reference and access to these materials as they are identified, developed, and released.

McKesson PPS Meaningful Use Consulting Services Bulletin

 The bulletin details all of the consulting services McKesson PPS provides. Note: Remote training provided by the Implementation Consultants is not offered for the McKesson Practice Choice product line. All other services are available.

McKesson Practice Choice BillFlash Configuration and Use Guide

 A guide that details the process of configuring BillFlash for use in McKesson Practice Choice and details how to use BillFlash in McKesson Practice Choice.

McKesson Practice Choice and RelayHealth Interface Guide

 A guide to effective utilization of RelayHealth and McKesson Practice Choice as an integrated package. Provides tips and best practices for getting the most out of the integration and interoperability of these two online applications.

McKesson Practice Choice Notes Functional Changes Update Guide

 This document covers the Changes and Updates that were made to the Notes function of the Charting section. These changes and added functionality reflect revisions made to the version 1.0.0 release published on 5 December 2011.

RelayHealth Feature Guides and Resource Library

 This web page provides resources and documentation on RelayHealth. The information is provided to facilitate the utilization of RelayHealth within the McKesson Practice Choice integration. These resources provide information on RelayHealth only.

EHR Incentive Programs Beginners Guide

 A beginners guide from the DHHS and CMS entitled “An Introduction to the Medicare EHR Incentive Program for Eligible Professionals” that covers Meaningful Use topics.

10/20/2012 v.4.3.V Page | 11 McKesson PPS Academy Meaningful Overview Guide

 This guide provides an overview of Meaningful Use, from eligibility and requirements to Stages. Provides details on how to utilize and contact McKesson Meaningful Use Strategic Team (MUST). The purpose of MUST is to increase knowledge and understanding of Meaningful Use as it relates to Physician Practice Solutions (PPS).

McKesson Practice Choice Meaningful Use Performance Metric Guide

 This guide provides an overview of how each Meaningful Use Performance Metric is calculated, including details of what information in entered in McKesson Practice Choice to fulfill the objective.

10/20/2012 v.4.3.V Page | 12 October 2011 VAR Summit Handouts

The following handouts and presentation slide deck was used during the October 2011 McKesson Practice Choice VAR Summit. During the summit two days of classroom training were delivered. The handouts were supplementary to classroom training and are provided as an indication of the material that was covered.

McKesson Practice Choice Tech Training Presentation Slide Deck

 This was the slide deck used during the VAR Summit Training. The notes contain some additional information as well as the content slides.

Session I & II – System Configuration handout

 This handout provides a list of the System Configuration items and sections that were covered in the presentation. The order of items is significant.

Session III – Clinical Administration handout

 Clinical terms and definitions with relationship to their context within McKesson Practice Choice.

Session IV – Workflow and Progress Notes handout

 A scenario and step action table of the clinical workflow of a patient encounter from a high level overview and notes on encounter specifics.

Session V – Scheduling PM handout

 An outline of the topics covered within this section of the Summit training for McKesson Practice Choice Scheduling component.

Session VI – Billing PM handout

 An outline of the topics covered within this section of the Summit training for McKesson Practice Choice Accounting (Billing) component.

Session VII – Charting PM handout

 A detailed outline of the topics covered within this section of the Summit training for McKesson Practice Choice Charting component.

10/20/2012 v.4.3.V Page | 13 Session VIII – McKesson Practice Choice Meaningful Use Performance Objective Guide

 Provides an overview of how each Meaningful Use Performance Metric is calculated, including what information is entered in McKesson Practice Choice to fulfill the objective.

Session VIII – McKesson Practice Choice Meaningful Use Info Questions handout

 A series of questions regarding Meaningful Use Performance Metrics with regard to McKesson Practice Choice.

10/20/2012 v.4.3.V Page | 14 Practice Choice Exercises Guide Workbook

The McKesson Practice Choice Exercises Guide Workbook provides a series of pre-defined exercises that guide the user through the most common tasks performed using McKesson Practice Choice. The guide is segmented into four sections corresponding to the four working areas of McKesson Practice Choice, Scheduling, Charting, Accounting, and Administration. Each section has a series of exercises that build on one another. Where workflow is an important factor in the tasks the exercises follow workflow, otherwise the exercises progress based on complexity of the task.

The McKesson Practice Choice Exercises Guide Workbook is intended for use with the McKesson Practice Choice Sandbox / Demo Environment. End-user organizations will be provided access and login information for this site under separate cover. VARs should use the site provided to them as a demonstration site. For help in completing the tasks review the McKesson Practice Choice Training videos.

Practice Choice Certification Exam

The McKesson Practice Choice Certification Exam provides an assessment of the key learning points and functionality of the McKesson Practice Choice product. The exam is updated routinely to reflect the most recent product release. As a VAR the McKesson Practice Choice Certification Exam is one of the requirements. You must pass the exam with a score of 80% or higher.

To register for the VAR exam, send a request to take the exam with your name and VAR information to [email protected] .

End Users may take the end-user version of the certification exam as a guide and reference to their understanding of the McKesson Practice Choice system. The End User is not required to pass the exam.

To register for the end-user version of the exam, send a request to take the exam with your name, contact information, your organization information, and your VAR contact information to [email protected] .

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