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New Client Onboarding


Panther Admin Training (1.5 Hours)

OBJECTIVE: During this session, Softek will give an overview to the client on how they can manage user privileges, create user groups and grant access to Panther for their organization. During this session, Softek also will cover the software update process and work with the Panther admins on how to best schedule upgrades with the Panther Support Team. RECOMMENDED USERS: Panther IT Client Owner Panther Administrators PANTHER TOOLS COVERED: Panther Launcher (Panther Client Installer) Softek University Panther Support Privilege Management Email Preferences CONTROLS COVERED: Audit Logs Sensor Setup (need some new images for NDC Sensor) Current Events Notification History Configuring Desktops PREREQUISITES: How to Install Panther

Charge Capture for Professional Billing & Ambulatory (3 Hours)

OBJECTIVE: This training is designed to introduce you to the Panther Professional Billing controls. The training will consist of several demonstrations to assist you in becoming familiar with the various concepts around a better understanding of Professional billing and how to troubleshoot charging issues related to physician notes, missed ProFees, and other aspects of professional billing. Upon completing this training, users will be able to navigate through the professional billing controls, with knowledge of how to investigate potential build and/or workflow issues. You also will have the opportunity to apply the knowledge you learn by walking through real-life scenarios in the environment with your Softek Consultant. RECOMMENDED USERS Department (Clinic) Staff, Provider Compliance, Ambulatory Office Managers, Ambulatory Coders, Clinic Charge Coordinator, HIM, Physician Director/CMO CONTROLS COVERED: Physician Documentation, Missing OP Phys Doc (1.5 Hours) Charge Reconciliation (ProFees), Charge Reports (1.5 Hours)

Charge Capture for Pharmacy (1.5 Hours)

OBJECTIVE: This training is designed to introduce you to the Panther Pharmacy Controls. The training will consist of several demonstrations to assist you in becoming familiar with the various concepts around a better understanding of Panther. Softek will provide functionality training for Panther’s Charge Capture controls listed below as they relate to the Pharmacy staff. Softek will leverage Panther to uncover real-life charging issues occurring in the client’s Cerner environment so that users can expect to leave the session with a better understanding of how they can use Panther to troubleshoot charging issues related to documentation discrepancies, missing admin/dispense charges, obsolete or missing NDCs, and more. You also will have the opportunity to apply the knowledge you learn by walking through real life scenarios in the environment with your Softek Consultant. RECOMMENDED USERS: Pharmacy Compliance, PharmNet Analysts, Compliance/Audit, Revenue Integrity CONTROLS COVERED: Formulary Compliance (NDC Issues), Pharmacy Integrity, Charge Reports (for Pharmacy) (1.5 Hours)

"What is Panther?" Training (1 Hour)

OBJECTIVE: During this session, Softek will give an overview to the client on what the Panther tools are and how they are used to provide information to the client to improve organization quality and revenue goals. During this session, Softek also will cover the basic modules the software provides and how each group can work together to maximize their Cerner Millennium investment. This session is designed to give everyone high-level understanding of what Panther does. It is not intended to give detailed instruction on what each feature and suite does. These sessions are defined in other sessions. RECOMMENDED USERS: All Panther Users CONTROLS COVERED: (High-Level) 1. Charge Capture Suite a. Order Integrity b. Physician Documentation c. Charge Reconciliation d. Formulary Compliance 2. Patient Accounting Suite a. Encounter Holds b. Biller Productivity c. Claims Denials d. Revenue By Cost Center 3. EMR Performance Suite a. Discovery Audit b. Sensor’s c. Interfaces 4. Rules Engine PREREQUISITES: None

Charge Capture for Revenue Integrity (3 Hours)

OBJECTIVE: During this session, Softek will provide functionality training for Panther’s Charge Capture controls listed below as they relate to the acute (hospital) side. Softek will leverage Panther to uncover real-life charging issues occurring in the client’s Cerner environment so that users can expect to leave the session with a better understanding of how they can use Panther to troubleshoot charging issues related to orders, PowerForms, incorrect QCFs, and more. RECOMMENDED USERS: Revenue Integrity Department (Hospital) Staff, Charge Master, Charge Services/Rev Cycle Application Analysts, CONTROLS COVERED: Order Integrity, Form Integrity, Formulary Compliance (QCF/HCPCS) (1.5 Hours) Charge Reconciliation, Charge Reports (1.5 Hours)

Patient Accounting for HIM (2 Hours)

OBJECTIVE: During this session, Softek will provide functionality training for Panther’s Patient Accounting controls listed below as they relate to the HIM Department. Softek will leverage Panther to uncover real-life coding issues occurring in the client’s Cerner environment so that users can expect to leave the session with a better understanding of how they can use Panther to improve workflows and identify “black-hole” areas in their coding processes. RECOMMENDED USERS: HIM Department, Ambulatory Coders CONTROLS COVERED: HIM Productivity, Encounter Holds, Cash Drawer (2 Hours)

Patient Accounting for PFS Leaders (1 Hour)

OBJECTIVE: During this session, Softek will provide functionality training for Panther’s Patient Accounting controls listed below as they relate to the PFS. Softek will leverage Panther to uncover real-life billing issues occurring in the client’s Cerner environment so that users can expect to leave the session with a better understanding of how they can use Panther to gain visibility to billers’ productivity. RECOMMENDED USERS: CFO, Directors/Managers Rev Cycle, Director/Managers of PFS, Business Office Leads CONTROLS COVERED Biller Productivity (1 Hour)

Patient Accounting for Business Office (2 Hours)

OBJECTIVE: During this session, Softek will provide functionality training for Panther’s Patient Accounting controls listed below as they relate to the Business Office. Softek will leverage Panther to uncover real-life billing issues occurring in the client’s Cerner environment so that users can expect to leave the session with a better understanding of how they can use Panther to improve workflows and identify “black-hole” areas in their billing processes. Users will be exposed to best practices and how other organizations have formulated systematic processes of communication with other teams to decrease the days in accounts receivable. RECOMMENDED USERS: Directors/Managers Rev Cycle, Director/Managers of PFS, Business Office Leads, Business Office Staff CONTROLS COVERED: ATB, DNFB, Claim Denials, Encounter Holds, Biller Productivity, HIM Productivity

EMR Performance Suite


Introduction to Panther

Introduction to Softek Panther, Navigate Within Panther, Panther Toolbar, Desktops, QPS Report

Sensor Setup

Alerts, sensor setup, notifications, proactive response vs. reactive response and certification summary.

Discovery Audit

Create an action plan for triaged issues, coordinate or take action, validate and compare Discovery Audit reports. Also, learn how to use Section 5 of the Discovery Audit to troubleshoot application issues.

Triage

Day One goals and objectives, understanding the Panther Management Reports, understanding the Discovery Audit structure and how to triage a Millennium© system with a Discovery Audit.

Servers Control

The Servers control is used to manage the server processes that run on the back end.

Sensor History Components

The Action History control shows all actions on the system. Actions are either IBM MQ Message Replay actions or Server Cycler actions.

Cycle Groups and Cycle Schedules

The Cycle Groups control allows you to define cycling settings for multiple servers at one time to be used whenever that group of servers needs to be cycled. The Cycle Schedules control gives users access to Automated Cycle Schedules. From this page, a user can create, remove, modify, copy, or enable/disable cycle schedules.

Interfaces

The Interfaces control is used to monitor the interface processes that run on the back end. Interfaces are domain-specific in Panther. The ESI Logs control is used to view External Service Inbound (ESI) log entries in the database. The HL7 Loader control provides access to read HL7 messages.

Queues Control

The Queues control is used to manage and monitor the message queues used by the Cerner Millennium system.

Message Logs

The Message Logs control is used to view Message Logs written to by each server. The Favorite Logs control provides a node-independent view of Message Logs and a quick way to access commonly reviewed logs together. In this course, you will learn why message logs are important, how they’re created, where to find them, what they contain and how they behave.

Current Events

The Current Events control provides a view of ongoing events Panther has detected within a domain.

Panther Management

Learn to manage suspensions of domains, nodes, notifications, and proactive actions.

Audit Logs Control

The Audit Log shows an electronic audit trail of user interactions with the system. All interactions with IBM WebSphere® MQ, Millennium Server Control, Panther Management, and Open Engine are audited. Any login attempts are recorded and Panther User Management privilege changes.

Panther Mobile Apps

How to use the three Panther mobile apps - Cycler, Events, and reQueuer.

Oracle Query Control

The Oracle Query control gives users access to issue queries against the Oracle® instance defined in Foreign System Setup for the domain.

Tablespace Projection Control

The Tablespace Projection control allows you to see data previously collected by Panther regarding the amount of space used by and allocated to Oracle® tablespaces.

Services Control

The Services control shows a list of all currently registered services. This view provides information such as current connections and messages.

Topology Management

Learn to manage the Cerner Millennium® domains that exist within Panther by adding and repairing domains.

Foreign System Setup

The Oracle® Connection Setup allows you to configure the connection string used by Panther to access the Oracle® database on a per-domain basis. Node Connection Setup allows you to configure the credentials used to connect to a domain's nodes in order to access their RTMS timer data.

iBus Logs Control

The iBus Logs control gives users access to view log files stored on iBus servers defined in Foreign System Setup for the domain.

Panther Reports

The Management Reports document high-level metrics concerning the availability of important areas within Cerner Millennium® system. This documentation is offered with both Summary and Event Analysis reports to make identifying trending data easier.

Configurations Control

The Configurations control is used to manage the configurations of server processes that run on the application nodes.

UP Dashboard

When there is an issue, the UP Dashboard tells you where to start looking first so you don’t waste time checking things that are functioning normally.

Supplemental Information

Manual Purge Steps, Reports Descriptions, Glossary

SCP Recommendations

The SCP Recommendations control is used to reduce queuing and improve wait times in Millennium® applications. The SCP Recommendations control uses historical queuing data gathered by Panther to recommend increasing instance counts for services that are queuing.

Printers Control

The Printers Control provides a way to see if all the printers have been built correctly on all the application nodes within your domains. Not only can you correct the build of the printers, but you can also better understand which printers can be used for labels, armbands, prescriptions, and clinical documentation.