Intergy & Intergy EHR
Management Training
First, you’ll need to download and fill out your training
checklist worksheet. This will allow you to track what modules
you have completed. We suggest you start from the top and work
your way down. Each module builds upon the previous modules.
Some of the items you might have already worked with, or have
past experience with, and may want to skip them. We have
designed this entire program specifically with the intent of
being able to take the Supervising Provider that does not have
any experience with a EPM and EHR system, and get them up to
speed quickly so they can hit the ground running.. Should you
have any general questions.. just ask.. we are here to help!!!
Click here to email Danielle for help
Click here to email Matt for help
Click here to download the Training Checklist
Worksheet
| TOPIC | Area of Study | Time Required to Complete |
| Navigation | ||
| NAVIGATION | 2:45 | |
| NAVIGATION | 6:00 | |
| NAVIGATION | 9:00 | |
| NAVIGATION | 3:00 | |
| NAVIGATION | 3:15 | |
| NAVIGATION | 5:00 | |
| NAVIGATION | 6:45 | |
| SYSTEM SETUP | 3:00 | |
| SYSTEM SETUP | Users and Security Setup | |
| SYSTEM SETUP | 5:00 | |
| SYSTEM SETUP | 7:00 | |
| SYSTEM SETUP | 6:30 | |
| User Preferences Setup | ||
| SYSTEM SETUP | 2:30 | |
| SYSTEM SETUP | 2:25 | |
| Profiles and Fees Setup | ||
| SYSTEM SETUP | 5:30 | |
| Journals Setup | ||
| SYSTEM SETUP | 3:30 | |
| SYSTEM SETUP | 6:30 | |
| Appointment Scheduler Setup | ||
| SYSTEM SETUP | 4:30 | |
| SYSTEM SETUP | 4:30 | |
| SYSTEM SETUP | 3:45 | |
| SYSTEM SETUP | 4:00 | |
| SYSTEM SETUP | 2:30 | |
| SYSTEM SETUP | 3:30 | |
| SYSTEM SETUP | 2:15 | |
| SYSTEM SETUP | 9:00 | |
| SYSTEM SETUP | 3:45 | |
| SYSTEM SETUP | 2:24 | |
| SYSTEM SETUP | 5:00 | |
| SYSTEM SETUP | 4:15 | |
| Insurance Plan Setup | ||
| SYSTEM SETUP | 3:00 | |
| SYSTEM SETUP | 3:45 | |
| SYSTEM SETUP | 5:00 | |
| SYSTEM SETUP | 2:30 | |
| Task Setup | ||
| SYSTEM SETUP | 4:00 | |
| SYSTEM SETUP | 4:00 | |
| SYSTEM SETUP | 4:30 | |
| SYSTEM SETUP | 4:30 | |
| Phone Messaging Setup | ||
| SYSTEM SETUP | 2:45 | |
| SYSTEM SETUP | 1:50 | |
| SYSTEM SETUP | 2:30 | |
| Collections Setup | ||
| SYSTEM SETUP | 8:45 | |
| SYSTEM SETUP | 5:15 | |
| SYSTEM SETUP | 3:45 | |
| SYSTEM SETUP | 2:30 | |
| Action and Events | ||
| ACTIONS AND EVENTS | 3:00 | |
| ACTIONS AND EVENTS | 4:45 | |
| ACTIONS AND EVENTS | 4:45 | |
| ACTIONS AND EVENTS | 4:15 | |
| Patient Registration | ||
| PATIENT REGISTRATION | 8:00 | |
| PATIENT REGISTRATION | 2:45 | |
| PATIENT REGISTRATION | 6:15 | |
| PATIENT REGISTRATION | 5:00 | |
| PATIENT REGISTRATION | 3:30 | |
| PATIENT REGISTRATION | 2:45 | |
| PATIENT REGISTRATION | 4:00 | |
| PATIENT REGISTRATION | 2:45 | |
| PATIENT REGISTRATION | 2:45 | |
| Patient Information | ||
| PATIENT INFORMATION | 2:00 | |
| PATIENT INFORMATION | 4:15 | |
| PATIENT INFORMATION | 4:45 | |
| PATIENT INFORMATION | 5:00 | |
| PATIENT INFORMATION | 3:45 | |
| PATIENT INFORMATION | 3:00 | |
| PATIENT INFORMATION | 7:15 | |
| PATIENT INFORMATION | 4:15 | |
| PATIENT INFORMATION | 7:15 | |
| PATIENT INFORMATION | 5:45 | |
| PATIENT INFORMATION | 1:30 | |
| Patient Eligibility | ||
| PATIENT ELIGIBILITY | 3:30 | |
| PATIENT ELIGIBILITY | 5:30 | |
| PATIENT ELIGIBILITY | 3:45 | |
| PATIENT ELIGIBILITY | 2:15 | |
| PATIENT ELIGIBILITY | 1:55 | |
| PATIENT ELIGIBILITY | 2:30 | |
| PATIENT ELIGIBILITY | 4:15 | |
| PATIENT ELIGIBILITY | 3:56 | |
| PATIENT ELIGIBILITY | 2:23 | |
| Appointment Scheduler | ||
| APPOINTMENT SCHEDULER | 4:00 | |
| APPOINTMENT SCHEDULER | 4:30 | |
| APPOINTMENT SCHEDULER | 3:00 | |
| APPOINTMENT SCHEDULER | 2:30 | |
| APPOINTMENT SCHEDULER | 3:30 | |
| APPOINTMENT SCHEDULER | 3:30 | |
| APPOINTMENT SCHEDULER | 4:30 | |
| APPOINTMENT SCHEDULER | 2:00 | |
| Patient Check In | ||
| PATIENT CHECK IN | 5:00 | |
| PATIENT CHECK IN | 2:45 | |
| PATIENT CHECK IN | 4:30 | |
| PATIENT CHECK IN | 4:30 | |
| PATIENT CHECK IN | 2:00 | |
| PATIENT CHECK IN | 2:30 | |
| PATIENT CHECK IN | 1:45 | |
| PATIENT CHECK IN | 3:15 | |
| PATIENT CHECK IN | 2:30 | |
| PATIENT CHECK IN | 2:45 | |
| Patient Flow Tracking | ||
| PATIENT FLOW TRACKING | 3:00 | |
| PATIENT FLOW TRACKING | 4:10 | |
| PATIENT FLOW TRACKING | 3:05 | |
| PATIENT FLOW TRACKING | 3:00 | |
| PATIENT FLOW TRACKING | 4:20 | |
| PATIENT FLOW TRACKING | 3:50 | |
| PATIENT FLOW TRACKING | 3:35 | |
| PATIENT FLOW TRACKING | 2:35 | |
| PATIENT FLOW TRACKING | 2:00 | |
| PATIENT FLOW TRACKING | 3:00 | |
| PATIENT FLOW TRACKING | 4:00 | |
| Pre-Collection a Payment and Working in Checkout Payment | ||
| PAYMENT ENTRY | 3:45 | |
| PAYMENT ENTRY | 4:30 | |
| PAYMENT ENTRY | 3:30 | |
| PAYMENT ENTRY | 2:15 | |
| PAYMENT ENTRY | 2:15 | |
| Working in Account Payment Posting | ||
| PAYMENT ENTRY | 4:15 | |
| PAYMENT ENTRY | 3:45 | |
| Working in Insurance Payment Posting | ||
| PAYMENT ENTRY | 3:45 | |
| PAYMENT ENTRY | 4:00 | |
| PAYMENT ENTRY | 4:45 | |
| PAYMENT ENTRY | 5:45 | |
| Charge Posting and using Ailments in Charge Posting | ||
| CHARGE POSTING | 8:15 | |
| CHARGE POSTING | 3:30 | |
| CHARGE POSTING | 3:30 | |
| CHARGE POSTING | 3:45 | |
| CHARGE POSTING | 2:30 | |
| CHARGE POSTING | 3:15 | |
| Using Ailments in Charge Posting | ||
| CHARGE POSTING | 2:00 | |
| CHARGE POSTING | 2:45 | |
| CHARGE POSTING | 4:45 | |
| Balance and Close | ||
| BALANCE AND CLOSE | 4:30 | |
| BALANCE AND CLOSE | 4:30 | |
| BALANCE AND CLOSE | 6:45 | |
| BALANCE AND CLOSE | 5:30 | |
| BALANCE AND CLOSE | 4:15 | |
| BALANCE AND CLOSE | 4:00 | |
| BALANCE AND CLOSE | 2:30 | |
| BALANCE AND CLOSE | 2:00 | |
| BALANCE AND CLOSE | 3:00 | |
| BALANCE AND CLOSE | 2:00 | |
| BALANCE AND CLOSE | 1:45 | |
| BALANCE AND CLOSE | 2:00 | |
| BALANCE AND CLOSE | 2:30 | |
| BALANCE AND CLOSE | 3:00 | |
| Insurance Billing | ||
| INSURANCE BILLING | 3:30 | |
| INSURANCE BILLING | 3:45 | |
| INSURANCE BILLING | 8:00 | |
| INSURANCE BILLING | 4:00 | |
| INSURANCE BILLING | 3:15 | |
| INSURANCE BILLING | 3:30 | |
| INSURANCE BILLING | 7:45 | |
| INSURANCE BILLING | 2:00 | |
| INSURANCE BILLING | 3:15 | |
| Electonic Remittance Advice | ||
| ELECTRONIC REMITTANCE ADVICE | 4:30 | |
| ELECTRONIC REMITTANCE ADVICE | 2:30 | |
| ELECTRONIC REMITTANCE ADVICE | 3:10 | |
| ELECTRONIC REMITTANCE ADVICE | 7:20 | |
| ELECTRONIC REMITTANCE ADVICE | 5:24 | |
| ELECTRONIC REMITTANCE ADVICE | 3:57 | |
| ELECTRONIC REMITTANCE ADVICE | 7:02 | |
| Generating Electronic Patient Statements | ||
| STATEMENTS | 5:00 | |
| STATEMENTS | 3:45 | |
| STATEMENTS | 2:30 | |
| STATEMENTS | 1:45 | |
| STATEMENTS | 3:30 | |
| Generating Demand Statements | ||
| STATEMENTS | 4:15 | |
| Collections | ||
| COLLECTIONS | 2:45 | |
| COLLECTIONS | 5:15 | |
| COLLECTIONS | 3:45 | |
| COLLECTIONS | 1:45 | |
| COLLECTIONS | 4:30 | |
| COLLECTIONS | 4:45 | |
| COLLECTIONS | 6:00 | |
| COLLECTIONS | 2:30 | |
| COLLECTIONS | 2:30 | |
| COLLECTIONS | 2:45 | |
| COLLECTIONS | 2:45 | |
| COLLECTIONS | 3:15 | |
| COLLECTIONS | 2:30 | |
| COLLECTIONS | 2:30 | |
| COLLECTIONS | 6:30 | |
| COLLECTIONS | 5:45 | |
| COLLECTIONS | 5:45 | |
| Collection Reports | ||
| COLLECTIONS | 4:00 | |
| COLLECTIONS | 6:00 | |
| COLLECTIONS | 4:30 | |
| COLLECTIONS | 4:00 | |
| COLLECTIONS | 2:15 | |
| Letters and Labels | ||
| LETTERS AND LABELS | 2:45 | |
| LETTERS AND LABELS | 6:00 | |
| LETTERS AND LABELS | 5:45 | |
| LETTERS AND LABELS | 6:00 | |
| LETTERS AND LABELS | 6:45 | |
| LETTERS AND LABELS | 6:00 | |
| LETTERS AND LABELS | 5:45 | |
| LETTERS AND LABELS | 5:15 | |
| LETTERS AND LABELS | 4:15 | |
| LETTERS AND LABELS | 2:30 | |
| LETTERS AND LABELS | 3:30 | |
| LETTERS AND LABELS | 1:45 | |
| Image Manager | ||
| IMAGE MANAGER | 3:05 | |
| IMAGE MANAGER | 4:39 | |
| IMAGE MANAGER | 3:00 | |
| IMAGE MANAGER | 5:00 | |
| IMAGE MANAGER | 3:48 | |
| IMAGE MANAGER | 4:04 | |
| IMAGE MANAGER | 5:15 | |
| IMAGE MANAGER | 5:59 | |
| IMAGE MANAGER | 4:32 | |
| IMAGE MANAGER | 3:37 | |
| IMAGE MANAGER | 4:20 | |
| IMAGE MANAGER | 3:10 | |
| IMAGE MANAGER | 1:56 | |
| IMAGE MANAGER | 2:15 | |
| Creating and Working User-Defined Tasks | ||
| TASK MANAGER | 2:30 | |
| TASK MANAGER | 4:15 | |
| TASK MANAGER | 3:30 | |
| TASK MANAGER | 3:00 | |
| TASK MANAGER | 4:00 | |
| TASK MANAGER | 3:15 | |
| Creating and Working Phone Message Tasks | ||
| TASK MANAGER | 3:00 | |
| TASK MANAGER | 4:45 | |
| TASK MANAGER | 4:15 | |
| TASK MANAGER | 3:00 | |
| TASK MANAGER | 4:30 | |
| TASK MANAGER | 4:30 | |
| Creating and Working Charge Tasks | ||
| TASK MANAGER | 4:30 | |
| TASK MANAGER | 3:45 | |
| TASK MANAGER | 4:30 | |
| Enterprise Desktop | ||
| ENTERPRISE DESKTOP | 5:30 | |
| ENTERPRISE DESKTOP | 6:00 | |
| ENTERPRISE DESKTOP | 6:30 | |
| ENTERPRISE DESKTOP | 5:00 | |
| ENTERPRISE DESKTOP | 4:30 | |
| ENTERPRISE DESKTOP | 4:00 | |
| ENTERPRISE DESKTOP | 4:00 | |
| ENTERPRISE DESKTOP | 4:00 | |
| ENTERPRISE DESKTOP | 4:00 | |
| Navigation | ||
| NAVIGATION | 3:45 | |
| NAVIGATION | 3:30 | |
| NAVIGATION | 3:00 | |
| NAVIGATION | 2:45 | |
| NAVIGATION | 6:15 | |
| Patient Chart | ||
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 4:30 | |
| PATIENT CHART | 6:15 | |
| PATIENT CHART | 3:30 | |
| PATIENT CHART | 5:15 | |
| PATIENT CHART | 7:00 | |
| PATIENT CHART | 6:45 | |
| PATIENT CHART | 4:45 | |
| PATIENT CHART | 5:00 | |
| PATIENT CHART | 7:45 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 5:30 | |
| PATIENT CHART | 4:30 | |
| PATIENT CHART | 6:30 | |
| PATIENT CHART | 5:15 | |
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 3:32 | |
| PATIENT CHART | 2:45 | |
| PATIENT CHART | 3:30 | |
| PATIENT CHART | 7:00 | |
| PATIENT CHART | 2:30 | |
| PATIENT CHART | 6:30 | |
| PATIENT CHART | 4:30 | |
| PATIENT CHART | 2:45 | |
| PATIENT CHART | 2:45 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 2:30 | |
| PATIENT CHART | 3:15 | |
| PATIENT CHART | 2:45 | |
| PATIENT CHART | 4:30 | |
| PATIENT CHART | 3:45 | |
| PATIENT CHART | 3:30 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 2:15 | |
| PATIENT CHART | 6:00 | |
| PATIENT CHART | 3:15 | |
| PATIENT CHART | 6:00 | |
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 3:30 | |
| PATIENT CHART | 5:00 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 5:15 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 4:00 | |
| PATIENT CHART | 2:00 | |
| PATIENT CHART | 2:30 | |
| PATIENT CHART | 5:45 | |
| PATIENT CHART | 3:45 | |
| PATIENT CHART | 6:30 | |
| PATIENT CHART | 3:00 | |
| PATIENT CHART | 3:30 | |
| PATIENT CHART | 3:30 | |
| Form Designer | ||
| FORM DESIGNER | 5:30 | |
| FORM DESIGNER | 4:45 | |
| FORM DESIGNER | 4:45 | |
| FORM DESIGNER | 5:00 | |
| FORM DESIGNER | 6:00 | |
| FORM DESIGNER | 4:00 | |
| FORM DESIGNER | 2:00 | |
| FORM DESIGNER | 2:00 | |
| Encounter Note | ||
| ENCOUNTER NOTE | 3:51 | |
| ENCOUNTER NOTE | 1:41 | |
| ENCOUNTER NOTE | 2:06 | |
| ENCOUNTER NOTE | 2:25 | |
| ENCOUNTER NOTE | 5:22 | |
| ENCOUNTER NOTE | 2:50 | |
| ENCOUNTER NOTE | 3:37 | |
| ENCOUNTER NOTE | 9:27 | |
| ENCOUNTER NOTE | 4:20 | |
| ENCOUNTER NOTE | 3:43 | |
| ENCOUNTER NOTE | 4:20 | |
| ENCOUNTER NOTE | 4:45 | |
| ENCOUNTER NOTE | 5:23 | |
| ENCOUNTER NOTE | 4:37 | |
| ENCOUNTER NOTE | 4:51 | |
| ENCOUNTER NOTE | 2:06 | |
| ENCOUNTER NOTE | 3:42 | |
| ENCOUNTER NOTE | 4:00 | |
| ENCOUNTER NOTE | 5:15 | |
| Health Management | ||
| HEALTH MANAGEMENT | 6:45 | |
| HEALTH MANAGEMENT | 3:50 | |
| HEALTH MANAGEMENT | 9:45 | |
| HEALTH MANAGEMENT | 4:10 | |
| HEALTH MANAGEMENT | 4:40 | |
| HEALTH MANAGEMENT | 5:50 | |
| HEALTH MANAGEMENT | 4:35 | |
| HEALTH MANAGEMENT | 3:10 | |
| HEALTH MANAGEMENT | 4:45 | |
| HEALTH MANAGEMENT | 5:20 | |
| HEALTH MANAGEMENT | 3:30 | |
| HEALTH MANAGEMENT | 5:45 | |
| Orders/Charges | ||
| ORDERS/CHARGES | 4:00 | |
| ORDERS/CHARGES | 5:32 | |
| ORDERS/CHARGES | 2:00 | |
| ORDERS/CHARGES | 4:22 | |
| ORDERS/CHARGES | 6:30 | |
| ORDERS/CHARGES | 3:30 | |
| ORDERS/CHARGES | 3:35 | |
| ORDERS/CHARGES | 2:52 | |
| ORDERS/CHARGES | 6:21 | |
| ORDERS/CHARGES | 2:30 | |
| ORDERS/CHARGES | 2:25 | |
| ORDERS/CHARGES | 3:50 | |
| ORDERS/CHARGES | 3:50 | |
| ORDERS/CHARGES | 4:00 | |
| ORDERS/CHARGES | 4:00 | |
| ORDERS/CHARGES | 3:30 | |
| ORDERS/CHARGES | 5:45 | |
| ORDERS/CHARGES | 3:32 | |
| ORDERS/CHARGES | 2:20 | |
| ORDERS/CHARGES | 3:40 | |
| ORDERS/CHARGES | 2:40 | |
| ORDERS/CHARGES | 4:25 | |
| ORDERS/CHARGES | 2:45 | |
| ORDERS/CHARGES | 2:35 | |
| ORDERS/CHARGES | 2:35 | |
| Prescription Requests | ||
| PRESCRIPTION REQUESTS | 4:30 | |
| PRESCRIPTION REQUESTS | 4:45 | |
| Lab Portal Services | ||
| LAB PORTAL SERVICES | 4:45 | |
| LAB PORTAL SERVICES | 5:45 | |
| LAB PORTAL SERVICES | 2:30 | |
| LAB PORTAL SERVICES | 6:30 | |
| LAB PORTAL SERVICES | 2:45 | |
| LAB PORTAL SERVICES | 3:00 | |
| LAB PORTAL SERVICES | 4:30 | |
| Lab System Interface | ||
| LAB SYSTEM INTERFACE | 2:15 | |
| Labs | ||
| LABS | 2:30 | |
| LABS | 3:30 | |
| LABS | 6:00 | |
| LABS | 5:30 | |
| LABS | 4:30 | |
| LABS | 3:00 | |
| LABS | 3:00 | |
| LABS | 4:15 | |
| LABS | 5:30 | |
| Clinical Correspondence | ||
| CLINICAL CORRESPONDENCE | 2:30 | |
| CLINICAL CORRESPONDENCE | 6:30 | |
| CLINICAL CORRESPONDENCE | 7:00 | |
| Using the Provider Desktop | ||
| PROVIDER DESKTOP | 6:17 | |
| PROVIDER DESKTOP | 6:00 | |
| PROVIDER DESKTOP | 3:00 | |
| PROVIDER DESKTOP | 2:15 | |
| PROVIDER DESKTOP | 3:30 | |
| Creating and Working Clinical Tasks | ||
| PROVIDER DESKTOP | 3:02 | |
| PROVIDER DESKTOP | 5:00 | |
| PROVIDER DESKTOP | 3:22 | |
| PROVIDER DESKTOP | 4:11 | |
| PROVIDER DESKTOP | 4:47 | |
| PROVIDER DESKTOP | 4:53 | |
| PROVIDER DESKTOP | 2:50 | |
| PROVIDER DESKTOP | 3:05 | |
| PROVIDER DESKTOP | 4:57 | |
| PROVIDER DESKTOP | 2:47 | |
| Working Open Orders | ||
| PROVIDER DESKTOP | 2:45 | |
| PROVIDER DESKTOP | 2:50 | |
| PROVIDER DESKTOP | 1:45 | |
| PROVIDER DESKTOP | 2:06 | |
| PROVIDER DESKTOP | 3:50 | |
| PROVIDER DESKTOP | 2:05 | |
| Supervising Provider | ||
| SUPERVISING PROVIDER | 2:00 | |
| SUPERVISING PROVIDER | 5:30 | |
| SUPERVISING PROVIDER | 4:15 | |
| SUPERVISING PROVIDER | 4:00 | |
| SUPERVISING PROVIDER | 5:15 | |
| SUPERVISING PROVIDER | 3:15 | |
| SUPERVISING PROVIDER | 3:15 | |
| SUPERVISING PROVIDER | 4:00 |