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New Client Onboarding Courses


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"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

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 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)

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)

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

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)