Sage Electronic Health Record Trainings

A collection of trainings to orient and optimize SAPC substance use network providers to navigate within the Sage PCNX (SAPC electronic health record system).

Trainings
Introduction to Sage-PCNX: An Overview of SAPC’s Electronic Health Record
Sage-PCNX: Charting Cycle of a Patient in Sage-PCNX
Sage-PCNX: Initial Engagement and Screening Documentation
Sage-PCNX: Assessment and Medical Necessity Documentation
Sage-PCNX: Intake and Specialty Forms
Sage-PCNX: Financial Eligibility Form
Sage-PCNX: Completing the Problem List/Treatment Plan Form
Sage-PCNX: Completing the Progress Note Form
Sage-PCNX: Document Routing and Appending
Sage-PCNX: Service Authorization Request Form and Process
Sage-PCNX: Discharge and Transfer
Sage-PCNX: Attachments
Sage-PCNX: Submitting Claims to SAPC for Primary Sage Users

Trainings


Training Sets

Clinical and Financial User Roles

This training set comprises the required training modules for all clinical and financial user roles as a prerequisite for Sage access. Users will learn general Sage-PCNX navigation and user interface, general clinical workflows consisting of admissions, screening and assessment, authorizations and clinical documentation, which are included in the clinical only categories.

Additionally, as users in this group will be responsible for financial transactions, this training set includes modules related to billing in Sage.

This training is intended for Primary Sage Users only.

Time to Complete: 5 hours

Number of Trainings: 13

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Clinical User Roles

This training set comprises the required training modules for all clinical only user roles as a prerequisite for Sage access. Users will learn general Sage-PCNX navigation and user interface, general clinical workflows consisting of admissions, screening and assessment, authorizations and clinical documentation. This training is intended for Primary Sage Users only.

Time to Complete: 4 hours

Number of Trainings: 12

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Financial Only User Roles

This training set comprises the required training modules for all financial only user roles as a prerequisite for Sage access. These users do not create clinical documents, but do have read only access to certain clinical forms. Users will learn general Sage-PCNX navigation and user interface, and general clinical workflows. This training will primarily cover submitting, voiding and replacing claims in Sage for Primary Sage Users.

This training is intended for Primary Sage Users only.

Time to Complete: 2 hours

Number of Trainings: 5

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Operations and Administrative User Roles

This training set comprises the required training modules focused on a high level view of Sage for operations and administrative users who require read only access and visibility on operational data within Sage. This training set targets a general overview of Sage and key areas to assist those users have a better understanding of the Sage EHR to help guide clinical and operational decision making.

Time to Complete: 45 minutes

Number of Trainings: 2

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