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.
How Long to Complete: 5 hours
How Many Trainings: 13
Included Trainings:
  • Introduction to Sage-PCNX: An Overview of SAPC's Electronic Health Record
  • Sage-PCNX: Assessment and Medical Necessity Documentation
  • Sage-PCNX: Attachments
  • Sage-PCNX: Charting Cycle of a Patient
  • Sage-PCNX: Completing the Problem List/Treatment Plan
  • Sage-PCNX: Completing the Progress Note Form
  • Sage-PCNX: Discharge and Transfer
  • Sage-PCNX: Document Routing and Appending
  • Sage-PCNX: Financial Eligibility Form
  • Sage-PCNX: Initial Engagement and Screening Documentation
  • Sage-PCNX: Intake and Specialty Forms
  • Sage-PCNX: Service Authorization Request Process
  • Sage-PCNX: Submitting Claims to SAPC for Primary Sage Users

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