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ActionOI Practice Insights



Data Collection | Reporting




Data Collection

Title
Audience
Format
Register
Data Collection I: Cost Center Mapping Program Coordinators  Video Demonstration

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

In this session, participants are introduced to the critical role cost center mapping plays in obtaining valuable department performance reports. Participants learn the steps to map cost centers to departments, utilize secondary mapping, and create normalized only departments. Particular emphasis is placed on the guiding principles for accurate cost center mapping.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to:

Identify and utilize resources for data collection activities

Complete cost center mapping to ActionOI departments

Generate a Department Mapping Report

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Introduction: Understanding the Big Picture”

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

Data Collection II: Survey Tools and Techniques  Program Coordinators  Video Demonstration  

Format:

 

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

This session covers collection and completion of Characteristic and Normalization surveys in ActionOI. Additional focus is placed on planning the survey process and the effects of survey responses on normalization tasks and ActionOI comparison reports.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Plan your survey completion process

Describe the impact of survey responses on data collection

Complete your characteristic and normalization surveys

Create batch reports

Use reports to identify incomplete survey data

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Data Collection I: Cost Center Mapping”

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

Data Collection III: Mapping GL and Payroll  Program Coordinators  Video Demonstration

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

This session introduces the general ledger and payroll job code mapping functions and highlights the guidelines and resources for accurate mapping of general ledger and payroll accounts.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Map your general ledger and payroll accounts to ActionOI data elements

Generate mapping reports

Finalize general ledger and payroll mapping

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Data Collection I: Cost Center Mapping”

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

 

Data Collection IV: Numeric Entry and Data Audit  Program Coordinators  Video Demonstration  

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

This session covers the completion of the numeric entry and audit procedures in ActionOI. This course discusses the function and completion of data entry in rollup and facility level departments, reviewing of data quality reports and the completing an audit of your data.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Complete numeric entry of volumes and statistics

Finalize data entry

Follow the audit process to successfully identify and correct errors

Use reports to review errors and identify missing data

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Data Collection I: Cost Center Mapping”

Participated in the “ActionOI Data Collection III: Mapping the GL and PR”

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

Data Collection V: Creating Normalizations Program Coordinators  Video Demonstration

Format:

 

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

This session is the first of two courses on the normalization activities in ActionOI. The course focuses on creating global expense normalizations, populating “normalized only” departments, and adding task- based normalizations based on survey-responses.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

List the major steps in the normalization process

Describe three normalization requirements

Modify survey responses for accurate normalizations

Create normalization definitions

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Data Collection I: Cost Center Mapping”

Reviewed the tutorial, "Data Types Overview," located on the Support tab in ActionOI

Participated in the “ActionOI Data Collection II: Survey Tools and Techniques”

The completion of the following is also recommended:

ActionOI Data Collection III: Mapping GL and Payroll class

ActionOI Data Collection IV: Numeric Entry and Data Audit class

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

 
Data Collection VI: Finalizing Normalization and Data Collection Program Coordinators  Video Demonstration

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

This session is the second of two sessions on the normalization process. The course is focused on troubleshooting and resolving task-based normalization issues, reviewing normalization quality reports and finalizing normalizations.  Attention is given to the use and creation of free-form normalizations, the reports created during this process, and the overall finalization of Data Collection.

 

Audience:

Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data

Others who assist the Program Coordinator in the data submission

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Complete task-based and freeform allocations

Use the Unused Task Report and Normalization Cross Reference to identify and resolve issues

Link General Ledger to Payroll accounts in ActionOI

Finalize both data normalization and the entire data collection process

 

Prerequisites:

Prior to taking this class you should have:

Participated in the “ActionOI Data Collection I: Cost Center Mapping”

Reviewed the tutorial, "Data Types Overview," located on the Support tab in ActionOI

Participated in the “ActionOI Data Collection II: Survey Tools and Techniques”

Participated in the “ActionOI Data Collection V: Creating Normalizations”

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/



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Reporting

Title
Audience
Format
Register
Reporting I: Creating and Managing Compare Groups Program Coordinators / Reporting Module Users Video Demonstration  

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

Learn the essentials of creating and managing compare groups in the ActionOI Reporting module. This course examines key steps to build meaningful compare groups using numeric and characteristic criteria and selecting a specific list of facilities. This course includes an in-class exercise for participants to practice creating a compare group.

 

Audience:

Program Coordinators who are responsible for managing their facility’s ActionOI compare groups and reports
Other Reporting module users who will create user-defined compare groups

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Use the Compare Group Manager to obtain information about a compare group

Describe when to use a custom compare group

 

Prerequisites:

None

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/

Reporting II: The Custom Comparison Report and Templates Program Coordinators / Reporting Module Users Video Demonstration

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

Learn the essentials of creating a department report and managing the reports you build in the online tool. This course examines steps to build a Custom Comparison Report for measuring a department’s performance. It provides an overview of the department reports and tips to use templates effectively. Participants will engage in several hands-on exercises to reinforce the topics being learned.

 

Audience:

Program Coordinators who are responsible for managing their facility’s ActionOI department reports
Other Reporting module users who will create department-level reports

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Create a department report
Save a report template
Run a report from a template

Share a report
Export a report

 

Prerequisites:

None

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/


Reporting III: Other Department Reports and Batches Program Coordinators / Reporting Module Users Video Demonstration

Format:

Video Demonstration

 

Running Time:

Approximately 40 minutes

 

Description:

Learn the essentials of all department reports and techniques required for streamlining report creation. This course examines the various report styles and highlights key features and benefits of each one. It provides an overview of the batching capabilities and discusses best practices when researching and validating data on reports. Participants will engage in several hands-on exercises to reinforce the topics being learned.

 

Audience:

Program Coordinators who are responsible for managing their facility’s ActionOI department reports
Other Reporting module users who will create department-level reports

 

Objectives:

After completing this course, you will be able to use ActionOI and resources to:

Distinguish between the various department reports
Create various department reports

Build a report batch
Validate data on reports

 

Prerequisites:

None

 

Technical Requirements:

This training may contain large media files such as audio and video files.
Depending on your connection speed and network traffic conditions, the time it takes to load the contents of a course will vary. Please be patient. In some cases it can take up to 5 minutes to load.

 

Download the most recent Adobe Flash Player for the best playback experience: https://get.adobe.com/flashplayer/



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Custom Training Programs

Online/On-Site
Title
Audience
Format
Online/On-Site All ActionOI Users Custom

ActionOI® Online/On-Site Customized Training*

The ActionOI Training Consultant can develop personalized training based on your audience and conduct online web seminars and onsite live training at your organization. Based on your input, we design training and cover topics most relevant to the users at your facility. Training can include:

  • Reporting Module Walkthrough
  • Advanced Reports Training and Certification

If customized online training is what you are looking for, we would be happy to speak with you and create a program that will fulfill your training needs exactly. Please contact your Client Services Manager or you can contact the training department at TruvenHealthProviderTraining@truvenhealth.com.

*Charges may apply