Training Checklists

Whether it's with our Clinical Education team, through our HealthInfoNet Academy online learning platform, or in partnership with your organization's educational resources, it's important that our users feel confident and supported in using our services. Here's our training best practices to ensure continuity and consistency across all of our participants.

New Participants

If you're a new participant, our Clinical Education team will be working hand-in-hand with you to make sure that the proper trainings are place to ensure the most effective and efficient use of our HIE services. But following this initial onboarding phase, there are a few things that you can continue to do to monitor your usage and success in the first few months of participation.

Make sure that a member of your organization has access to our HIE services' auditing functionality so that you can keep a close eye on which of your organization's users are leveraging our services when it matters most.
Identify your organization's highest utilizers of our HIE services and define their workflow. Then try to replicate their processes by training other users across your program to work in the same manner.
Recognize your organization's highest utilizers at staff meetings, and ask them to share with their peers on how they are using our HIE services in their workflows and the benefits that they have observed from leveraging them effectively.
Check in with users who have not yet logged in or who have low utilization of our HIE services and determine what barriers are keeping them from taking greater advantage of them. It may be something as simple as login issues, a lack of understanding of the HIE's purpose, or intimidation of the many features/functionality - all of which can be resolved with a conversation.
Remind your staff to watch their inboxes for our newsletters and announcements, which include timely alerts of new system enhancements, upcoming webinar presentations, and other educational opportunities that they can take advantage of in the goal of improving their technical know-how of our HIE service.

Established Participants - New Hires

If you're an established participant with new hires that you're hoping to onboard to our HIE services, there are just a few quick and easy steps to get your team up and running! (You may even wish to add these items to your new hire onboarding checklists so that they become part of your routine operations.)

Ask your internal Help Desk (or reach out to our Customer Support team) to establish accounts for your new hires in the relevant HIE services.
Have your new hires watch a few of our basic service training tutorials (see below) to get a primer on how the HIE is governed by patient consent choices and how to effectively use the key HIE services' and their associated features and functionality.
Pair your new hires with your organization's highest utilizers of our HIE services for a few days so that they can get a sense of how your organization uses our services within its specific workflows.
Give your new hires the link to our online documentation repository (see the Documentation menu) in case they forget how to perform a particular task in our HIE services, as well as the email address to our Clinical Education team in case they need additional 1v1 training and support.

Established Participants - Refreshers

If you're an established participant with a staff of seasoned HIE service users, you may already be operating at optimal efficiency. But every now and then, it's good practice to take a pause and get a refresher on our services in case we've made any enhancements that may further improve your users' use of our tools.

Place one of our "Provider Posters" from our Communication Package (see Documentation menu) in your organization's work areas to remind staff of your connection and access to our HIE services.
Schedule a review of the HIE at your annual staff meetings so that all of your organization's departments and locations are made aware of our HIE services and can learn about what may be new to them. (And if you'd want us to give a brief presentation, we'd even bring bagels and coffee!)
Circulate and surface our newsletters and announcements to staff who may not have seen them the first time in their inboxes. These communications include timely alerts of new system enhancements, upcoming webinar presentations, and other educational opportunities for them to take advantage of in the goal of improving their technical know-how of our HIE services.
Share with staff more advanced HIE service trainings that explore value-add system/data integrations and organization/workflow-specific tips and tricks (see below).