HIM

Training Documents

Upgrade training material is now accessible on the Upgrade Learning Home Dashboard in LLEAP. While in LLEAP, click F1 to launch it. See the New Upgrade Learning Home Dashboard for additional information.

Quick Start Guides:

Coding	Deficiency Tracking
Claims and Charges Code an Account Follow Up on Errors, Edits, and Denials ED Charging Reporting Review the Chart Send Queries	Concurrent Analysis Final Analysis Initial Analysis Provider Deficiency Completion Reporting Update Deficiencies
Identity	HIM Management
Chart Correction Tools Identify Duplicate Patients Admin - LLUH IDN Care Everywhere Incoming Messages Report In Basket Reporting Resolve Duplicate Patient Pairs Resolve Patient Merges Update Patient Demographics	Care Everywhere Coding Deficiency Completion LLU Medical Staff – Physician Privileges MUR HIM Deficiency Tracking – Physician Privileges MUR Medical Staff – Physician Privileges MyChart Quick Start Guide Reporting Release of Information
Release of Information
Bill and Post Payments Care Everywhere Create New Release Requests – Document Templates Fulfill Release Requests Guide for External Users and Auditors	Legal Review Manage Release Requests MyChart Support Reporting Search for Releases
eLearning
eLearning HIM ROI Batch Release New Coding Activity Demonstration

Tip Sheets:

Application Specific
Admin - Join Video Visits From Notifications Admin - Manage Workqueues from the Workqueue List Admin - Provider Record Forms are in One Place Admin - Transfer Accounts Between Workqueues Tip Sheet COD - A Dashboard for Coding Managers COD - Account Activities and Guarantor Activities in the Sidebar COD - Account Workqueues Get New Workqueue Information Section COD – Coders Have a New User Scorecard Dashboard COD - Coding Activity Updates Streamline Your Workflows COD - Doc Review-Quick Review of Orders COD - Doc Review-Remembers Notes COD - Hospital Accounts Have A New Lookup COD - Coding Query Writing COD - Manager Can Drill Down Into Coding Query Outcomes from Dashboard COD - Paste Like a Pro to Find Hospital Accounts Faster COD - Providers Respond to Queries with Notes More Efficiently COD - RUHS Coding Query Writing Workflow COD - Storyboard for Hospital Coding COD - Supervisors Track and Update Workqueues Right From the Workqueue List COD - Use Account Activities to Perform Workqueue Actions COD - Use Results Review in Doc Review COD - Updated Infusion Coder Report in Doc Review CR - General Epic Time Savers QSG CR – Patient Imaging Buttons DT - A Dashboard for Deficiency Tracking Managers DT – A New Deficiency for Registration Queries DT - Analyze Deficiencies in the New Deficiency Completion Activity DT - Attach an InBasket User DT – Find HNO ID Number to Soft Delete Transcribed Document DT – More Intuitive Windows for Taking Action on Deficiencies DT - Resolve Abandoned Open Chart Correction Cases DT – Review Deficiencies and Perform Actions from Analysis Needed Workqueue DT - Scorecard - Analysts DT - Scorecard - Managers DT - Storyboard for Deficiency Tracking Find LLEAP - Epic Hyperdrive Icon Hyperspace - Updates to the SmartList Editor Hyperspace - Updates to the SmartPhrase Editor Hyperspace - Upgrade Slides HYP - Tools in Your In Basket QSG HYP - Using Keyboard Shortcuts & Voice Commands in Text Boxes IDN – Care Everywhere – Patient Unlink Tool IDN – Care Everywhere Quick Start Guide IDN - Chart Correction Cases – Calls IDN - Chart Correction Storyboard IDN - Clinicians Can Respond to Requests to Close a Patient's Chart for a Patient Merge IDN - Close the Patient Chart while Processing Patient Merge IDN - Complete a Merge from the Chart Correction Workspace IDN - Complete an Unmerge from the Chart Correction Workspace IDN - Contact Receiving Organizations IDN – Data Integrity Specialist Have a New User Scorecard Dashboard IDN - Mark Historical IDs as Invalid IDN - Manage Resolution Tasks in Chart Correction IDN - Move a Patient Contact from Chart Correction Workspace IDN - New Chart Correction Tools -PatientLevel SmartData IDN - New Identity Manager Dashboard IDN - Overlay Resolution Report has More Patient-leverl Data IDN - SOGI	IDN – Storyboard for Identity (changed title from Clinical Storyboard ABC’s for HIM Identity) IDN - Take Action on Messages with the New Incoming Messages Workqueue IDN - Treatment & Therapy Plans are Put On-Hold When a Patient Contact is Moved IDN - Use Overlay Workqueues to Work Potential Overlays IDN - Work Cases More Easily with Chart Correction Workqueues Medical Staff - Deficiency Reviewers See More Details OnBase - Epic Misfile Process Tipsheet Reporting - The Analytics Catalog ROI - Access Saved-to-File PDF's ROI - Add a Relation to Release Navigator ROI - Batch Release Using Document Templates ROI - Batch Release – Select and Attach Individual Patient Authorization ROI - Break-the-glass Generic ROI - Cancel a Release Request ROI - Cancel Unknown Patient Releases ROI - Care Everywhere - HIM ROI – Care Everywhere Quick Start Guide ROI - Care Everywhere Status Activity Has a New Look ROI - Chart Review Quick Filter by Date ROI - Clerks Can View Excluded Records in Fulfilled Releases with Document Templates ROI - Complete a Release of Information - Document Templates ROI - Complete a Release of Information - Document Templates ROI - Complete a Release of Information - Print Group-Based ROI - Complete a Release of Information - Print Group-Based ROI - Complete Batch Releases More Efficiently ROI - Copy Release Does More for Release Specialists ROI - Create an Encounter to Scan-in Patient from Another Facility ROI - Document Template - Full Resolution Scans ROI - Document Template Updates ROI - How to Put a Fulfilled Release On Hold ROI - Include Images in Release of Information Letters ROI – Manage Releases Without Requesters ROI - Managers Have a New Dashboard ROI – MyChart Administration Activity – Updated ROI - MyChart Proxy ROI - New Letter Tab in the Release Navigator is No Longer Available ROI - Process Releases in the Dual Pane Release Navigator LLUH ROI - Process Releases in the Dual Pane Release Navigator SACHS ROI - Record Payments in the Post Payment Activity ROI – Release Clerks Have a New User Scorecard Dashboard ROI - Release Metrics No Longer Include Care Everywhere ROI – Release Navigator Info Requested Records Mapping ROI - Release Navigator Enhancements to Record Selection Filtering - Document Templates ROI - Release Navigator Enhancements to Record Selection Filtering - Print Group Releases ROI - Release Output Flexible Options ROI - Release Statuses ROI - Reporting Workbench for HIM ROI - Route Patient Summary Extract from Chart Review ROI – ROI Workqueues Have a Refreshed Look and New Toolbar ROI - RUHS Wisdom - Dental Release of Information Workflow ROI - Sharing Records ROI - Storyboard for Release Clerks ROI – The ROI Home Tab Shows the Information You Need ROI-DT - Work Smarter with the Refreshed Document List SACHS HIM Upgrade Slides
General and Cross Role (CR)
Advanced Attribution Tools for Coders and Deficiency Analysts AR Department Charge Review AR Department Missing Documentation AR PBO Department Billing Review AR Registration Department Charge Review Break-the-glass on a Patient’s Chart Chart Review Attached Media File Chart Review Filters Narrow Your Focus Chart Review Filters Chart Review Quick Reference Chart Search has New Functions CR - A New Look for Patient Lookup CR - Enhance Spell Check Dictionary Content with Easier Customization CR - Find User Settings from the User Identifier CR - Manage Your Messages and Notifications with the Notification Center CR - Media Manager - Find Documents Faster with New Filters CR - Smarter Sticky Notes Dashboards: Find and Favorite HYP - Dashboard New Analytics Catalog List HYP - Dashboard Rearrange and Resize Components on Your Dashboard HYP - Find Patient Information Fast with Chart Search HYP - Spell Check Dictionary Editor Has an Improved User Experience Identifying Physician ID's	In Basket Alert Updates In Basket Attached Pool Behavior In Basket Deceased Dismissed Patient Status In Basket Has a Wider Range of Recent Notes for Clinicians In Basket Manage Pools and See More Info In Basket Managers Can Filter Out of Contact Occasions by Department In Basket Responsibility Banners In Basket Supervisors Targeted Radar Access for In Basket Manage My Horizontal Activity Tabs Mark Patients for Merge Patient Advisory for Service Area Mismatch Patient FYI Flags Patient Lookup – How to Find Patient Records Patient Lookup - Using Mnemonics Patients Marked for Merge - Clinical Tip Sheet Quick Disclosure Quick Release Report - Build the Reports You Want Report - Modify Criteria in Reports Report - Precise WQ Age Service Area Identifier Submitting a Request for HIM Training through Service Now Unlink a Wound Photo-Clincial Tip Sheet Workqueue Filters on Advanced Tab

OnBase

For questions about the LLEAP - HIM website, please contact Rhonda McKnight.

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HIM

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Quick Start Guides:

Tip Sheets:

OnBase

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Loma Linda University Health