You are here: Unit 1 Pre-Installation and Planning > Rolling Out Your Training Plan
Rolling out your training plan
The role of the
has expanded significantly over the past few years and requires a broad
set of analytical, facilitation, workflow management and technical skills.
To fully benefit from the Chargemaster Toolkit™ it is important to commit
to a continuous learning process. There are several modes of training
available throughout the life of our agreement. The initial on-site
training is essential for all staff involved in the installation of the
software and the CDM maintenance process. We encourage ongoing learning
as your awareness of the products features evolves.
Client support includes:
- Initial
on-site installation and training.
- Pre-arranged
(live) remote WebEx training demonstrations.
- New
release notes via the Toolkit Help menu.
- Technical
Support.
- Training
Assistance.
- Regional
user groups.
- Craneware
Knowledge Center.
Options checklist:
- I
want to interpret and research audit recommendations quickly to maximize
my return on investment.
- I
want more in-depth understanding of the analytical features including
filtering, reporting and pricing.
- I
want to expand use of the workflow automation tools.
- I
want to learn about new product functionality and its benefits as soon
as it becomes available.
- I
want to refresh my understanding of the basic functionality covered during
the on-site visit.
- I
want to expose new users to the basic functionality so they can perform
simple tasks.
- I
want to learn how other providers improve their processes and maximize
their return on investment.
Key information and lessons from the field:
The training needs of your
team will vary depending on the roles of individuals in maintaining the
CDM. You might think of your users falling into four categories:
-
— Overall responsibility for operation of the Toolkit, maintaining
user access and hands-on maintenance of the CDM including updating the
financial system. They will receive extensive training during the initial
training visit.
-
— Involved in initiating edits to the CDM, researching issues and
monitoring the progress of transactions to completion.
- Limited partners — Individuals who may
or may not view the CDM data within the Toolkit, but will participate
in the research and communications process and will benefit primarily
from the online reference tools and
features.
- Analysts — Will utilize the reporting,
filtering and export functions to analyze performance, perform impact
analysis and evaluate patterns and inconsistencies across the organization.
- The
initial training process primarily focuses on (s)
and CDM Coordinators. It is strongly recommended that this team is well
versed and comfortable navigating the product in the first month of operation. They
eventually become the trainers for the limited partners for the reference
tools. Analysts are typically able to navigate among the basic filter
and reporting features independently. Live web-based training is
also available to provide more in-depth training of the more advanced
features. Clients are encouraged to participate in setting the agenda
for the initial implementation and training visit so it is tailored to
your user community and their immediate needs.
- Chargemaster
Toolkit can accommodate a variety of workflow environments and relationships
between its participants. During the training process it is important
to consider how you currently initiate, monitor, document, approve and
implement changes to your CDM. You should then consider how the Toolkit
functionality including memos, change tracking, online messaging is applicable
to your business transaction process.
- The Toolkit
highlights issues requiring investigation
and validation to assure proper billing practices and compliance with
published rules. The training process will teach you how to utilize
the various tools at your disposal to clarify, confirm and document your
decision. It is important to consider the communications process between
your internal experts to determine how you will use the Toolkit functionality
to accomplish this task.
- The
amount of information contained within Craneware Knowledge Center is extensive
but essential to maximizing your return on investment. We recommend
the CDM Maintenance team review their designated training units annually
and successfully pass the self-test for each unit as a client directed
independent certification process.
- Craneware
staff continually looks for ways to improve the product functionality
and expand the Toolkit. To fully benefit from these features at least
one member of the CDM maintenance team should be assigned accountability
to review the new release notes monthly, consider their application to
your transaction process and communicate relevant information to other
users.
See Also
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has expanded significantly over the past few years and requires a broad
set of analytical, facilitation, workflow management and technical skills.
To fully benefit from the Chargemaster Toolkit™ it is important to commit
to a continuous learning process. There are several modes of training
available throughout the life of our agreement. The initial on-site
training is essential for all staff involved in the installation of the
software and the CDM maintenance process. We encourage ongoing learning
as your awareness of the products features evolves.