0917-0036-23 Training Needs Survey

FY2018 OIT Training Needs Assessment
1.

Form Approved
OMB Form No. 0917-0036
Expiration Date: 07/31/2018

FY2018 OIT Training Needs Assessment
2.

Thank you for taking the time to complete this OIT training needs assessment. Results will be
communicated to the Area Training Coordinators and used to help determine the annual training
schedule.

FY2018 OIT Training Needs Assessment
3. Demographic Information

1

* 1. Please select your Area
Alaska
Albuquerque
Bemidji
Billings
California
Great Plains
Headquarters
Nashville
Navajo
Oklahoma
Phoenix
Portland
Tucson

* 2. With which I/T/U organization are you affiliated?
Indian Health Service
Tribal
Urban

2

* 3. What is the role that most closely describes your position?
Area Information Systems Coordinator
Area Lab Consultant
Area Training Consultant
Area Program Consultant (for example, Behavioral Health, Nursing, Meaningful Use, etc.)
Business Office Staff (Contract Health Service, Patient Registration, etc.)
EHR Clinical Application Coordinator (CAC) Informaticist
Health Informatics Management (HIM)
HIM CAC
HIM Consultant
Healthcare Administrator
Healthcare Provider (Physician, Nurse, Pharmacist, Behavioral Health, Lab, etc.)
Information Technology
Information Technology Support Staff
Laboratory Informaticist
Medical Records Staff
Nurse Management
Physician Management
Quality Assurance/Process Improvement professional (QA/PI)
Radiology Informaticist
Utilization Review
Other (please specify)

FY2018 OIT Training Needs Assessment
4. Definitions

For this needs assessment, please note that any of the following course methodologies may be
used.
Classroom: In-person instructor-led lecture and hands-on in an OIT training environment.
Participants must be in the classroom to participate.

3

Satellite Classroom: Area provided proctor supports an instructor teaching via web and phone. This
class type includes hands-on in an OIT training environment. Participants must be in the classroom
to participate.
eLearning: Instructor-led demonstration via web and phone. This class type does not include
hands-on instruction. Participants may join from their home site with phone and computer/internet
access.
eLearning/Hands-on: Instructor-led demonstration and hands-on via web and phone. Some sessions
provide access to an OIT training environment while others require access to a home training
environment or test patient. Participants may join from their home site with phone and
computer/internet access.
Blended Learning: Instructors-led demonstration and hands-on. This methodology combines all
four of the other class types: eLearning, eLearning/hands-on, satellite, and classroom. Participants
have the option of registering to participate in a physical classroom or registering to participate in
an eLearning environment.
Bridge: Area coordinated session. OIT provides audio and video links while Area coordinates the
BridgeMaster, SME proctors, and training databases. The BridgeMaster manages the distribution of
materials, surveys, and logistical information to participants.

FY2018 OIT Training Needs Assessment
5. Clinical Applications

* 4. Would you like to provide input on the need of Clinical application training topics?
Yes
No

FY2018 OIT Training Needs Assessment
6. Clinical Applications

Please rate the Clinical applications training need for your Area. Please note that these topics may
be offered in any of the previously noted methods.

4

* 5. Behavioral Health System Data Entry: Focuses on direct provider entry of clinical data in the Behavioral
Health System graphical user interface.
Not needed
Somewhat needed
Needed
No opinion

* 6. Behavioral Health System Manager Utilities and Reports: Geared for Program Managers and Clinical
Directors responsible for reports and exporting of behavioral health data.
Not needed
Somewhat needed
Needed
No opinion

* 7. Behavioral Health System- Group Entry, Intake, Case Management: Focuses on usage of the Group,
Intake and Case Management functionalities of the RPMS BHS v4.0.
Not needed
Somewhat needed
Needed
No opinion

* 8. Behavioral Health System- Manager Utilities & Reports Overview: Focuses on manager utilities and
reports in the BHS v4.0 application.
Not needed
Somewhat needed
Needed
No opinion

* 9. Behavioral Health System- Overview and Individual Visit Entry: Focuses on navigating, accessing patient
information and documenting individual visits in the BHS v4.0 application.
Not needed
Somewhat needed
Needed
No opinion

5

* 10. Behavioral Health System- Suicide Reporting Form: Learn the background and purpose of the Suicide
Reporting Form including entering a suicide event data into RPMS and producing local SRF reports.
Not needed
Somewhat needed
Needed
No opinion

* 11. Behavioral Health System- Treatment Plans, Suicide Reporting Form & Administrative/Community
Activities: Focuses on treatment plans, the Suicide Reporting Form and administrative/community activities
in the BHS v4.0 application.
Not needed
Somewhat needed
Needed
No opinion

* 12. Diabetes Management System: Teaches students to establish and maintain a diabetes register,
generate reports, perform ad hoc retrievals of data, set up taxonomies, and execute an automated diabetes
audit.
Not needed
Somewhat needed
Needed
No opinion

* 13. iCare: A Population Management Tool: This is an intensive session on the iCare population
management software. This course is designed to teach participants about the unique features and
functionalities of iCare that include Care Management Event Tracking (CMET), HIV Management System,
and Improved Patient Care.
Not needed
Somewhat needed
Needed
No opinion

6

* 14. iCare Nuts and Bolts I: Part 1 of a 2 part beginning level iCare training series that demonstrates iCare
features and functionality, initial user set-up/access, application navigation, population identification, user
preferences selection, and custom panel layouts/views of patient data to identify patient care needs.
Not needed
Somewhat needed
Needed
No opinion

* 15. iCare Nuts and Bolts II: Part 2 of a 2 part beginning level iCare series expanding on panel creation,
documenting reminder notifications, managing site parameters and taxonomies, entering/editing patient
data/TIU notes in the patient record, and identifying patient care needs and areas for improvement.
Not needed
Somewhat needed
Needed
No opinion

* 16. iCare- CMET Part I: Part 1 of a 2 part CMET series demonstrating the mechanics/work flow of
electronically tracking/managing breast, cervical, colon, STI, LIVER, and skeletal related events.
Not needed
Somewhat needed
Needed
No opinion

* 17. iCare- CMET Part II: Part 2 of a 2 part CMET series expanding on setting up CMET site
parameters/user preferences, batch processing normal pap smears and mammograms, and managing
CMET data.
Not needed
Somewhat needed
Needed
No opinion

7

* 18. iCare Office Hours: A question and answer session to address iCare user questions.
Not needed
Somewhat needed
Needed
No opinion

* 19. Immunization: Instruction on tracking patients' due dates, entering/editing histories, printing due
lists/letters, printing reports, and learning the Immunization Interchange Management Menu.
Not needed
Somewhat needed
Needed
No opinion

* 20. Laboratory- Introduction: Participants are introduced to laboratory file structure and maintenance for
configuring the database to the workflow at their facility to provide ongoing support of the laboratory
package and integration into the EHR.
Not needed
Somewhat needed
Needed
No opinion

* 21. Laboratory- Intermediate: Participants continue building on laboratory file structure and maintenance,
help sites configuring their database and manage Laboratory Information System (LIS) workflow at their
facility by providing ongoing support of the laboratory package.
Not needed
Somewhat needed
Needed
No opinion

8

* 22. Laboratory- Advanced: Participants continue building on laboratory file structure and maintenance. The
advanced class helps sites configure and maintain their database in addition to understanding the
Laboratory Information System workflow. Participants will be able to provide ongoing support of their local
laboratory package.
Not needed
Somewhat needed
Needed
No opinion

* 23. Pharmacy: Designed for working pharmacy staff responsible for the RPMS Pharmacy package,
including maintenance of the Pharmacy files.
Not needed
Somewhat needed
Needed
No opinion

* 24. PCC Data Entry I: Teaches students to navigate the primary data entry menu, use the coding queue,
delete, merge/move visit data, review/update the PCC Problem List and notes, and display the visit file and
Health Summary to verify data.
Not needed
Somewhat needed
Needed
No opinion

* 25. PCC Data Entry II: PCC managers learn to utilize PCC supervisory menu options and the Uncoded
Diagnosis Tool.
Not needed
Somewhat needed
Needed
No opinion

9

* 26. Radiology: Radiology staff learn menu options for electronically placing/reporting procedures and to
configure files/site parameters. Instruction provided on setting up linkages to other RPMS packages and
running reports.
Not needed
Somewhat needed
Needed
No opinion

* 27. Reference Lab Interface: Students learn to activate the interface and set up laboratory files. Suitable for
lab staff managing the Lab Package and IT staff assisting in interface set up and maintenance.
Not needed
Somewhat needed
Needed
No opinion

FY2018 OIT Training Needs Assessment
7. Practice Management Applications

* 28. Would you like to provide input on the need of Practice Management application training topics?
Yes
No

FY2018 OIT Training Needs Assessment
8. Practice Management Applications

Please rate the Practice Management applications training level for your Area. Please note that
these topics may be offered in any of the previously noted methods.

10

* 29. Accounts Receivable: Focuses on creating/editing/finalizing collection batches, posting
payments/adjustments/refunds, patient statements, debt letters, managing aged receivables, and reports.
Not needed
Somewhat needed
Needed
No opinion

* 30. Contract Health Services Management System: Covers the automated document and fiscal
management system, shared patient/vendor data files, and commitment register of obligated and paid CHS
funds.
Not needed
Somewhat needed
Needed
No opinion

* 31. Patient Registration: Designed to teach the fundamentals including adding/editing a new patient,
entering/sequencing billing information and printing routine reports.
Not needed
Somewhat needed
Needed
No opinion

* 32. Patient Registration BPRM: Overview of the basic features, navigating the registration workspace,
registering a new patient, editing an existing patient and a review of settings and reports. This course is
designed for all patient registration users.
Not needed
Somewhat needed
Needed
No opinion

11

* 33. BPRM ADT: Includes admitting a patient, transferring a patient, and discharging a patient. Users are
guided through the settings module for ADT and learn to generate and print reports related to ADT.
Not needed
Somewhat needed
Needed
No opinion

* 34. BPRM Scheduling Overview Demonstration Only: Includes navigating in the appointment workspace,
creating a new appointment, editing existing appointments, and creating an appointment for a nonregistered patient.
Not needed
Somewhat needed
Needed
No opinion

* 35. BPRM Scheduling Settings and Availability Demonstration Only: Includes creating new clinics, adding
availability, editing availability, and creating patient letters.
Not needed
Somewhat needed
Needed
No opinion

* 36. Pharmacy Point of Sale: This session is for Pharmacists, Pharmacy Technicians, Third Party Billing
Professionals, Patient Registration, Business Office Managers, and Health Information Management (HIM)
Professionals responsible for managing Pharmacy Point of Sale (POS) claims.
Not needed
Somewhat needed
Needed
No opinion

12

* 37. Referred Care Information System: Provides instruction on automating the clinical and administrative
management of all referred care, including in-house referrals, referrals to other IHS facilities, and referrals
to outside contract providers.
Not needed
Somewhat needed
Needed
No opinion

* 38. Third Party Billing: Focuses on editing/approving/managing claims, secondary billing, printing paper
claims, creating electronic claim files, and reports.
Not needed
Somewhat needed
Needed
No opinion

* 39. Third Party Billing/Accounts Receivable- Basic: Focuses on the 3P revenue cycle including discussion
of how claims are generated, adding/editing insurance information, editing/approving/managing claims,
various posting scenarios, managing aged receivables and commonly used reports.
Not needed
Somewhat needed
Needed
No opinion

* 40. Third Party Billing Fee Schedules: An overview of fee schedules.
Not needed
Somewhat needed
Needed
No opinion

13

* 41. Third Party Billing Setting up Electronic Clearinghouses for 837 Files: An overview of setting up the
electronic clearinghouse functionality in RPMS.
Not needed
Somewhat needed
Needed
No opinion

* 42. Third Party Billing- Secondary Billing: Provides an overview of the secondary billing page (COB) in the
3PB claim editor for both electronic and paper export modes.
Not needed
Somewhat needed
Needed
No opinion

* 43. Third Party Billing- Software Updates: An overview of software updates (patches) released over the past
year.
Not needed
Somewhat needed
Needed
No opinion

* 44. Third Party Billing- Fee Schedule/ Loading and Maintaining: An overview of fee schedules including
loading and applying a new fee schedule, combining HCPCS/Dental/Medical codes into one file, correcting
codes that have dropped the first zero on the code due to formatting, and maintaining existing fee
schedules.
Not needed
Somewhat needed
Needed
No opinion

14

* 45. Third Party Billing- Insurer Setup and Maintenance: An overview of insurer set up in 3PB and
explains required fields for electronic billing.
Not needed
Somewhat needed
Needed
No opinion

* 46. Third Party Billing- 837 Segment Overrides and Form Locator Overrides: An overview of setting up 837
segment overrides and paper claim form locator overrides in Table Maintenance.
Not needed
Somewhat needed
Needed
No opinion

* 47. Third Party Billing- 837 Files/ Understanding the Structure and Working Rejections: An overview of the
837 file structure as well as explains payer rejections.
Not needed
Somewhat needed
Needed
No opinion

* 48. Third Party Billing- Creating 837 Files and Printing Paper Claims: An overview of creating and exporting
837 electronic claim files as well as how to print paper claims.
Not needed
Somewhat needed
Needed
No opinion

* 49. Third Party Billing- Claim Editor/ Editing and Approving Claims: An overview of the different functions
available in the 3PB claim editor including correcting errors and warnings.
Not needed
Somewhat needed
Needed
No opinion

15

* 50. AR- Aging Reports: An overview of the different aging reports in AR.
Not needed
Somewhat needed
Needed
No opinion

* 51. AR- Processing ERA (835) Files: An overview of loading and processing an 835 file in RPMS.
Not needed
Somewhat needed
Needed
No opinion

* 52. AR- Software Updates: An overview of software updates (patches) released over the past year.
Not needed
Somewhat needed
Needed
No opinion

* 53. AR- Debt Letters: An overview of setting up, generating and working with debt letters.
Not needed
Somewhat needed
Needed
No opinion

* 54. AR- Posting Payments and Adjustments, Flat Rate Posting: An overview of posting payments and
adjustments as well as using the Flat Rate Posting option.
Not needed
Somewhat needed
Needed
No opinion

16

* 55. AR- Key Business Office Reports: An overview of key business office reports in both TPB and AR used
in day-to-day business operations.
Not needed
Somewhat needed
Needed
No opinion

* 56. AR- Patient Statements: An overview of setting up statements and printing an entire statement run, a
single statement, and recreating a statement run.
Not needed
Somewhat needed
Needed
No opinion

* 57. AR- Patient Prepayments: An overview of entering a patient payment into the A/R application using the
pre-payment option, as well as batching that payment and posting to a bill.
Not needed
Somewhat needed
Needed
No opinion

FY2018 OIT Training Needs Assessment
9. Data Management Applications

* 58. Would you like to provide input on the need of Data Management application training topics?
Yes
No

FY2018 OIT Training Needs Assessment
10. Data Management Applications

17

Please rate the Data Management applications training need for your Area. Please note that these
topics may be offered in any of the previously noted methods.
* 59. Basic Site Manager (BSM): Provides Site Managers with the basic knowledge and skills necessary to
manage a facility's RPMS system.
Not needed
Somewhat needed
Needed
No opinion

* 60. BSM- Basic Taskman Management: Provides site managers with necessary skills to successfully run
Taskman.
Not needed
Somewhat needed
Needed
No opinion

* 61. BSM- Devise Management (Windows): Teaches Site Managers skills to successfully manage Windows
devises.
Not needed
Somewhat needed
Needed
No opinion

* 62. BSM- System Backup (Windows): Site Managers learn to backup Windows systems.
Not needed
Somewhat needed
Needed
No opinion

18

* 63. BSM- Understanding Journal: Site Managers are taught the role and functionality of the Journal.
Not needed
Somewhat needed
Needed
No opinion

* 64. BSM- Programmer Functions Globals: Site Managers learn Global functions.
Not needed
Somewhat needed
Needed
No opinion

* 65. BSM- Programmer Functions- M/Cache Commands: Site Managers learn applicable programmer
functions.
Not needed
Somewhat needed
Needed
No opinion

* 66. QMAN/VGEN/Reporting: Instruction on selecting, running, and formatting ad hoc searches/reports.
Training provided on capturing/exporting PCC data to PC programs.
Not needed
Somewhat needed
Needed
No opinion

* 67. VistA Imaging: Participants learn skills such as Clinical Capture and Clinical Display in this session.
Not needed
Somewhat needed
Needed
No opinion

FY2018 OIT Training Needs Assessment

19

11. Electronic Health Record (EHR) Applications

* 68. Would you like to provide input on the need of EHR application training topics?
Yes
No

FY2018 OIT Training Needs Assessment
12. Electronic Health Record (EHR) Applications

Please rate the EHR applications training need for your Area. Please note that these topics may be
offered in any of the previously noted methods.
* 69. EHR for Health Information Management (HIM): Provides HIM professionals and CAC Infortaticists with
knowledge, skills, and competencies for setting up and implementing the RPMS EHR.
Not needed
Somewhat needed
Needed
No opinion

* 70. EHR for Pharmacy Informatics: Learn how to manage, optimize, and maintain the Resource and Patient
Management System (RPMS) pharmacy package.
Not needed
Somewhat needed
Needed
No opinion

20

* 71. EHR for HIM CAC: HIM professionals and CAC Informaticists learn to manage PMS EHR within their
facility. Skills focus on the technical aspects of RPMS EHR as it pertains to Health Information
Management.
Not needed
Somewhat needed
Needed
No opinion

* 72. Clinical Documentation Improvement: Participants learn to efficiently manage clinical documentation
maximizing RPMS EHR resources.
Not needed
Somewhat needed
Needed
No opinion

* 73. EHR for the Emergency Department: Provides CAC Informaticists with the necessary skills to manage
an emergency department in RPMS EHR.
Not needed
Somewhat needed
Needed
No opinion

* 74. EHR Optimization for Prenatal Care: CAC Informaticists learn the skills to effectively manage RPMS
EHR applications as they apply to prenatal care.
Not needed
Somewhat needed
Needed
No opinion

21

* 75. EHR and Reminders Office Hours: A question and answer session where EHR experts provide
solutions to user issues.
Not needed
Somewhat needed
Needed
No opinion

* 76. ED Dashboard Office Hours: This is a question and answer session. ED Dashboard provide answers
based on their experience.

Not needed
Somewhat needed
Needed
No opinion

* 77. EHR Data Extraction for CACs: This EHR topic covers the process for extracting data from the RPMS
EHR system.
Not needed
Somewhat needed
Needed
No opinion

* 78. Integrated BH: CAC Informaticists learn the skills to effectively manage behavioral health issues in
RPMS EHR.
Not needed
Somewhat needed
Needed
No opinion

22

* 79. EHR Basic CAC: Provides Clinical Informaticists an overview of RPMS packages and skills required
for Basic EHR maintenance. Participants are equipped to fully utilize the EHR, instruct other clinicians in
EHR use, and utilize the basic tools necessary for maintenance.
Not needed
Somewhat needed
Needed
No opinion

* 80. EHR Advanced CAC: Provides Clinical Informaticists a more in-depth understanding of RPMS packages
and skills required for EHR maintenance.
Not needed
Somewhat needed
Needed
No opinion

* 81. EHR Advanced TIU: Provides an in-depth look at TIU.
Not needed
Somewhat needed
Needed
No opinion

* 82. EHR Clinical Reminders: EHR users learn to successfully navigate EHR Clinical Reminder.
Not needed
Somewhat needed
Needed
No opinion

* 83. Beginning EHR Reminders: New users learn the basic skills to enter reminders in RPMS EHR.
Not needed
Somewhat needed
Needed
No opinion

23

* 84. Advanced EHR Reminders: Experienced users learn advanced skills to maximize reminders in RPMS
EHR.
Not needed
Somewhat needed
Needed
No opinion

FY2018 OIT Training Needs Assessment
13. RPMS Network

* 85. Would you like to provide input on the need of RPMS Network training topics?
Yes
No

FY2018 OIT Training Needs Assessment
14. RPMS Network

Please rate the RPMS Network topics training need for your Area. Please note that these topics may
be offered in any of the previously noted methods.
* 86. HIE- Administrator: Provides detailed training on HIE Auditing and User application, its usage, policies,
and reviews HIE Administrative and user role and responsibilities.
Not needed
Somewhat needed
Needed
No opinion

24

* 87. HIE- User: Detailed overview of IHS HIE and eHealth Exchange and related policies. Also includes
training to use HIE to view IHS and eHealth exchange data.
Not needed
Somewhat needed
Needed
No opinion

* 88. MPI- Administrator: Provides detailed training on MPI Admin and User application, its usage, workflow
process, policies, and reviews MPI related roles and responsibilities.
Not needed
Somewhat needed
Needed
No opinion

* 89. MPI and HIE- Simplified Authentication Solution (SAS) E1 and D1 Registration Training: Focuses on
Federal, Tribal, and Urban user's registration process for MPI and HIE using the E1 (Secondary Active
Directory) and D1 Active Directory.
Not needed
Somewhat needed
Needed
No opinion

* 90. MPI and HIE- Technical Installation and Configuration: Provides guidance and information on
onboarding with MPI and HIE and the configuration steps and requirements.
Not needed
Somewhat needed
Needed
No opinion

25

* 91. MPI- User: Detailed overview of the MPI User application, Data Quality Manager (DQM), and related
MPI user responsibilities and policies.
Not needed
Somewhat needed
Needed
No opinion

* 92. PHR- Area Administrator Training: This training focuses on the PHR Admin portal, Area Administrator
role and responsibilities, and policies for PHR.
Not needed
Somewhat needed
Needed
No opinion

* 93. PHR- Registrar: Provides training on the PHR Admin and User portal on how to use applications and
register patients to see their personal health record.
Not needed
Somewhat needed
Needed
No opinion

* 94. PHR- Service Unit/Facility Administrator: Focuses on the PHR Admin portal, related policies, and the
facility Administrator roles and responsibilities for PHR.
Not needed
Somewhat needed
Needed
No opinion

* 95. RPMS Direct- Area Administrator: Reviews RPMS Direct administrative and user applications, related
policies, and functionality. Further understanding of administrator roles and responsibilities will be provided.
Not needed
Somewhat needed
Needed
No opinion

26

* 96. RPMS Direct- Message Agent and User: Geared toward RPMS Direct Users and user application’s
(Webmail) functionality. Also covers policies, use cases, and workflow to be leveraged by RPMS Direct
users.
Not needed
Somewhat needed
Needed
No opinion

* 97. RPMS Direct- Patient Secure Messaging and Electronic Transition of Care: Provides guidance on
setting up RPMS Direct to send Patient Secure messages, send electronic Transitions of Care (ToC) for
referrals, and understanding of TOC measures.
Not needed
Somewhat needed
Needed
No opinion

* 98. RPMS Direct- Service Unit/Facility Administrator: Focuses on the RPMS Direct administrative
application, functionality, policies, and the facility’s administrators role and responsibilities.
Not needed
Somewhat needed
Needed
No opinion

* 99. Uniform Data System (UDS)- Report: Focuses on running UDS reports using the IHS UDS software.
Not needed
Somewhat needed
Needed
No opinion

FY2018 OIT Training Needs Assessment
15.

27

100. Please add all additional comments here:

FY2018 OIT Training Needs Assessment
16.

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a
collection of information
unless it displays a valid OMB control number. The valid OMB control number for this information
collection is 0917-0036-23.
The time required to complete this information collection is estimated to average ten minutes per
response, including
the time to review instructions, search existing data resources, gather the data needed, and
complete and review the
information collection. If you have comments concerning the accuracy of the time estimate(s) or
suggestions for
improving this form, please write to: U.S. Department of Health & Human Services, OS/OCIO/PRA,
200 Independence
Ave., S.W., Suite 336E, Washington D.C. 20201, Attention: PRA Reports Clearance Officer.

28