Online Training Workbooks

These workbooks are used during initial class training sessions to assist in helping you to setup the system.  Prior to the class, print the appropriate workbook corresponding to the class you are taking.  Then complete various sections of the workbook during the class.

1010/1020: EPM Setup

Learn how to set up the Electronic Practice Management (EPM) program by creating various tables of insurance plans, providers, codes, etc.

1030: Scheduler Setup

Learn how to setup the scheduling system (master schedules, appointment types, places, etc.)