| MEDITRAXTM ON-SITE USER TRAINING
Initial Training:
Although many users find that their experienced occupational health and employee health staff
are able to begin using the software immediately, it can be helpful to have some "hands-on"
orientation to familiarize users with many of the advanced features of MediTrax as well as
its its user-configurable clinical-protocol and billing/accounting capabilities.
As soon as possible after we receive your initial deposit or confirmed purchase order
(generally within a week or two), a MediTrax representative will schedule a visit to your facility to
install our easy-to-use software and train your entire staff. If you have existing data in
a readable, non-proprietary format (such as a spreadsheet, data table or text file) we'll
work with you to import those data into MediTrax. We'll even work with your Information Systems
staff to load employee demographic data from a host mainframe or an in-house PeopleSoft database into MediTrax.
A MediTrax license package includes two full days of on-site training for your staff at your
facility. In our formal on-site training, we review:
Preliminary Tasks and Importing Demographic Data with IS staff
Setting Up Data Tables with supervisors
Menus and Data Entry Screens with everyone using the software
Reporting with management staff and clinicians
Case Management with case managers, etc.
A detailed outline of what we cover is shown below.
Then, if there's ever a problem, you can call us for assistance on our toll-free customer support
hotline. Best of all, our on-site training comes at no additional charge -- it's all included
in the price of the software!
Follow-Up Training:
Management changes, or rapid staff turnover, can sometimes create a situation
in which many staff members are not thoroughly familiar with MediTrax. In such
cases, additional on-site training can be provided. The cost for follow-up training
is limited to reimbursement of actual travel expenses (economy-class airfare, and
the lowest available hotel and auto rental fees) plus the instructor's fee (we
reimburse our trainers at the rate of $500 per day). Contact MediTrax Support
to discuss scheduling and cost.
For customers with a current Software Support Agreement, MediTrax underwrites
50% of the instructor's fee.
Subjects Covered During Initial On-Site Training:
As part of the training provided at your worksite, the following procedures are
reviewed with Front Office staff, Clinical staff, and Administrative staff. This is really
the nuts and bolts of the on-site orientation, and can last from 3 to 5 hours depending
on questions. The remainder of the two-day training is devoted to troubleshooting and ensuring
that all users are comfortable with the data flow in MediTrax and are fluent in use of the software.
- Administrative Setup
- Configuring the Authorized Users Roster
- Configuring Scheduling and Billing Parameters
- Configuring the Staff Clinician Roster
- Configuring Service Fee Schedules & Chargemaster
- Configuring Encounter Types & Employer-Specific Clinical Protocols
- Setting up the CutePDF Printer option
- Configuring Additional Facility Parameters and Master Documents
- Clinical Functions
- Scheduling (Front Office staff) - minimum of about 30 min
- Scheduling, Rescheduling, and Cancelling Appointments
- Reviewing and Printing Schedules
- Missed Appointments
- Patient Registration (Front Office staff) - minimum of about 30 min
- Menu Sequences
- Demographics
- Evaluation Categories
- Clinical Protocols
- Face Sheets, Routing Slips, Clinical Worksheets
- Discharging Employees and Documenting Encounters
- Occupational Injury/Illness
- Employer-Requested Evaluations
- Diagnoses and Procedure Codes
- Documentation/Posting of Services (Billing staff) - minimum of about 20 minutes
- Demographics (All staff) - minimum of about 20 minutes
- Employees
- Employers
- Insurers/Payors
- Health Care Providers
- Medical Surveillance (Clinical staff) - minimum of about 30 minutes
- Medical Surveillance Groups
- Audiometry
- Immunization and Infection Control
- Respiratory Protection
- Drug Testing
- Random Selection
- Documentation of Results
- Financial Transactions (Billing staff) - minimum of about an hour
- Billing/Account Review
- Posting Service Charges
- Posting Payments and Adjustments
- Invoicing and Collections
- Account Overpayments
- Financial Reports
- Reporting (Administrative staff) - minimum of about an hour
- Overview of Reporting Options and review of Sample Reports booklet
- Case Management (Case Management and/or FMLA staff) - minimum of about 45 minutes
- Review of Case Management Support
- Review of FMLA Support
- Occupational Safety (a brief review, with the option for safety and/or education-and-training staff to sit in here or later)
- Review of Program and Network Configuration, and Wrap-Up
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