Intergy & Intergy EHR
Provider 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  The Sage Intergy Software’s Three Desktops 2:45
NAVIGATION  Performing Basic Navigation in the System 6:00
NAVIGATION  Using the Global Features of the System 9:00
NAVIGATION  Managing Open Windows 3:00
NAVIGATION  Getting Context Sensitive Help 3:15
NAVIGATION  Locating Information in Online Help 5:00
NAVIGATION  Locating Help in the Sage Support Center 6:45
Navigation
NAVIGATION  Logging In and Out of Sage Intergy EHR 3:45
NAVIGATION  Navigating Sage Intergy EHR 3:30
NAVIGATION  Setting General Preferences 3:00
NAVIGATION  Learning About New Features 2:45
NAVIGATION  Locating Help in the Sage Support Center 6:15
Patient Chart
PATIENT CHART  Patient Chart Overview 4:00
PATIENT CHART  Selecting a Patient  4:30
PATIENT CHART  Associating an Encounter with Patient Health Records 6:15
PATIENT CHART  Reviewing Information on the Summary Tab  3:30
PATIENT CHART  Reviewing Information on the Patient Information Tab 5:15
PATIENT CHART  Reviewing and Updating the Patient Problem List  7:00
PATIENT CHART  Adding a Patient Problem  6:45
PATIENT CHART  Reviewing Patient Medications  4:45
PATIENT CHART  Renewing, Discontinuing and Voiding Prescriptions 5:00
PATIENT CHART  Adding a Prescription 7:45
PATIENT CHART  Recording Administered Medications 3:00
PATIENT CHART  Adding a Reported Medication 4:00
PATIENT CHART  Reviewing and Editing Allergy Records 5:30
PATIENT CHART  Adding Allergy and Drug Intolerance Records 4:30
PATIENT CHART  Reviewing Vitals History 6:30
PATIENT CHART  Adding Vital Signs 5:15
PATIENT CHART  Reviewing Growth Charts  4:00
PATIENT CHART  Overview of the Documents Tab  3:32
PATIENT CHART  Creating a Transcription Review Task 2:45
PATIENT CHART  Amending an Encounter Note 3:30
PATIENT CHART  Generating Clinical Correspondence 7:00
PATIENT CHART  Completing Clinical Correspondence 2:30
PATIENT CHART  Reviewing Lab Results History 6:30
PATIENT CHART  Setting Custom Lab Reference Ranges 4:30
PATIENT CHART  Graphing Lab Results 2:45
PATIENT CHART  Ordering a Lab Test Using a Favorite 2:45
PATIENT CHART  Citing Lab Results into an Encounter Note 3:00
PATIENT CHART  Opening and Viewing Images 2:30
PATIENT CHART  Changing the Way Images Are Displayed 3:15
PATIENT CHART  Displaying Multiple Images 2:45
PATIENT CHART  Annotating Images 4:30
PATIENT CHART  Sharing Images 3:45
PATIENT CHART  Viewing Clinical History 3:30
PATIENT CHART  Viewing Task History 3:00
PATIENT CHART  Viewing Information on the Miscellaneous History Tab 2:15
PATIENT CHART  Viewing Immunizations Information 6:00
PATIENT CHART  Recording a Patient's Immunization Registry Consent 3:15
PATIENT CHART  Ordering Immunizations 6:00
PATIENT CHART  Recording the Administration of Immunizations 4:00
PATIENT CHART  Recording an Adverse Reaction 4:00
PATIENT CHART  Recording Immunization History 3:30
PATIENT CHART  Viewing Clinical Information on the Flowsheets Tab 5:00
PATIENT CHART  Displaying a Flowsheet from the Problem List 3:00
PATIENT CHART  Setting Up Flowsheets 5:15
PATIENT CHART  Viewing a CRS Document  3:00
PATIENT CHART  Generating a CRS Document 4:00
PATIENT CHART  Retrieving a CRS Document  2:00
PATIENT CHART  Exporting and Printing a CRS Document 2:30
PATIENT CHART  Printing a Patient's Chart  5:45
PATIENT CHART  Merge Patient Charts Overview 3:45
PATIENT CHART  Merging Patient Charts 6:30
PATIENT CHART  Overview of Advance Directives 3:00
PATIENT CHART  Working with Advance Directives 3:30
PATIENT CHART  Viewing Clinical Data by Encounter 3:30
Using the Provider Desktop
PROVIDER DESKTOP  Using the Appointments Feature 6:17
PROVIDER DESKTOP  Viewing Tasks 6:00
PROVIDER DESKTOP  Viewing Open Encounter Note Information  3:00
PROVIDER DESKTOP  Viewing Hospital Round Information 2:15
PROVIDER DESKTOP  Viewing Open Orders 3:30
Creating and Working Clinical Tasks
PROVIDER DESKTOP  Creating a Task to Send to a Staff Member 3:02
PROVIDER DESKTOP  Working a Phone Message Task 5:00
PROVIDER DESKTOP  Working an Order Request Task 3:22
PROVIDER DESKTOP  Working a Lab Results Review Task 4:11
PROVIDER DESKTOP  Working a Transcription Task 4:47
PROVIDER DESKTOP  Working an Rx Request Task  4:53
PROVIDER DESKTOP  Working an Image Task 2:50
PROVIDER DESKTOP  Working an Order Follow-up Task 3:05
PROVIDER DESKTOP  Working a Correspondence Task  4:57
PROVIDER DESKTOP  Working an Order Result Task 2:47
Working Open Orders
PROVIDER DESKTOP  Working an Open Order 2:45
PROVIDER DESKTOP  Adding Notes and Comments to an Order 2:50
PROVIDER DESKTOP  Voiding an Order 1:45
PROVIDER DESKTOP  Creating an Order Follow-up Task 2:06
PROVIDER DESKTOP  Manually Linking Results to an Order 3:50
PROVIDER DESKTOP  Closing an Order 2:05
Form Designer
FORM DESIGNER  Form Designer Overview 5:30
FORM DESIGNER  Editing a Form 4:45
FORM DESIGNER  Adding Findings 4:45
FORM DESIGNER  Setting Options for Findings 5:00
FORM DESIGNER  Arranging the Layout 6:00
FORM DESIGNER  Adding Advanced Features 4:00
FORM DESIGNER  Previewing a Form 2:00
FORM DESIGNER  Deleting a Form 2:00
Encounter Note
ENCOUNTER NOTE  Encounter Note Overview 3:51
ENCOUNTER NOTE  Creating an Encounter Note 1:41
ENCOUNTER NOTE  Copying Family and Social History Findings 2:06
ENCOUNTER NOTE  Adding Intake Information 2:25
ENCOUNTER NOTE  Entering Vitals from Encounter Note 5:22
ENCOUNTER NOTE  Citing Information from the Patient Record 2:50
ENCOUNTER NOTE  Selecting Encounter Note Forms 3:37
ENCOUNTER NOTE  Using Encounter Note Forms 9:27
ENCOUNTER NOTE  Searching for Findings 4:20
ENCOUNTER NOTE  Modifying an Encounter Note 3:43
ENCOUNTER NOTE  Estimating on the Evaluation and Management Code 4:20
ENCOUNTER NOTE  Entering Orders and Charges 4:45
ENCOUNTER NOTE  Using Dictation Markers for Encounter Note Entry 5:23
ENCOUNTER NOTE  Using the Drawing Tool 4:37
ENCOUNTER NOTE  Using the Text Writer 4:51
ENCOUNTER NOTE  Copying Information from an Encounter Note or Favorite 2:06
ENCOUNTER NOTE  Finalizing an Encounter Note 3:42
ENCOUNTER NOTE  Customizing an Encounter Note Template 4:00
ENCOUNTER NOTE  Putting It All Together 5:15
Health Management
HEALTH MANAGEMENT  Health Management System Overview 6:45
HEALTH MANAGEMENT  Health Management Workflow Overview 3:50
HEALTH MANAGEMENT  Generating and Reviewing the Patient’s Reminder List  9:45
HEALTH MANAGEMENT  Viewing and Updating Care Conditions 4:10
HEALTH MANAGEMENT  Adding Assumed Care Conditions  4:40
HEALTH MANAGEMENT  Ordering Services and Procedures Based on a Reminder 5:50
HEALTH MANAGEMENT  Manually Satisfying Reminders 4:35
HEALTH MANAGEMENT  Updating the Patient’s Problem List from Orders/Charges 3:10
HEALTH MANAGEMENT  Adding Orders Using the Patient's Care Plan  4:45
HEALTH MANAGEMENT  Using Health Management During a Patient Visit  5:20
HEALTH MANAGEMENT  Adding Reminder Overrides 3:30
HEALTH MANAGEMENT  Setting Up the Health Management System 5:45
Orders/Charges
ORDERS/CHARGES  Orders Overview 4:00
ORDERS/CHARGES  Selecting a Diagnosis 5:32
ORDERS/CHARGES  Overview of the Predictive Order Management System 2:00
ORDERS/CHARGES  Using the Predictive Order Management System  4:22
ORDERS/CHARGES  Adding a Prescription  6:30
ORDERS/CHARGES  Renewing a Prescription  3:30
ORDERS/CHARGES  Rx EDI Queue Overview 3:35
ORDERS/CHARGES  Ordering a Lab Test 2:52
ORDERS/CHARGES  Printing an Order 6:21
ORDERS/CHARGES  Creating a Patient Related Task  2:30
ORDERS/CHARGES  Ordering Therapy 2:25
ORDERS/CHARGES  Ordering an Injection 3:50
ORDERS/CHARGES  Ordering a Diagnostic Image  3:50
ORDERS/CHARGES  Ordering a Procedure 4:00
ORDERS/CHARGES  Orders Setup Overview 4:00
ORDERS/CHARGES  Settings that Affect the Orders Workflow 3:30
ORDERS/CHARGES  Setting Up Order Types 5:45
ORDERS/CHARGES  Setting Up Order Subtypes 3:32
ORDERS/CHARGES  Setting Up Order Definitions 2:20
ORDERS/CHARGES  Setting Up Order Entry Questions 3:40
ORDERS/CHARGES  Charges Overview 2:40
ORDERS/CHARGES  Entering a Charge 4:25
ORDERS/CHARGES  Editing a Charge 2:45
ORDERS/CHARGES  Entering Follow-Up Information 2:35
ORDERS/CHARGES  Updating Facility Information 2:35
Prescription Requests
PRESCRIPTION REQUESTS  Entering a Manual Prescription Request 4:30
PRESCRIPTION REQUESTS  Preparing an Electronic Prescription Request 4:45
Lab Portal Services
LAB PORTAL SERVICES  Labs Information Window Overview 4:45
LAB PORTAL SERVICES  Entering Lab Results Manually 5:45
LAB PORTAL SERVICES  Overview of Lab Portal Services 2:30
LAB PORTAL SERVICES  Working a Lab Order Request Task 6:30
LAB PORTAL SERVICES  Transmitting Lab Orders 2:45
LAB PORTAL SERVICES  Retrieving Lab Order Results 3:00
LAB PORTAL SERVICES  Matching Lab Results 4:30
Lab System Interface
LAB SYSTEM INTERFACE  Laboratory System Interface Overview 2:15
Labs
LABS  Overview of Lab Portal Services 2:30
LABS  Ordering a Lab Test Using a Favorite 3:30
LABS  Ordering a Lab Test 6:00
LABS  Working a Lab Order Task 5:30
LABS  Labs Information Window Overview 4:30
LABS  Transmitting Lab Orders 3:00
LABS  Retrieving Lab Order Results 3:00
LABS  Matching Lab Results 4:15
LABS  Entering Lab Results Manually 5:30
Letters and Labels
LETTERS AND LABELS  Letters and Labels Overview  2:45
LETTERS AND LABELS  Generating General Patient Letters  6:00
LETTERS AND LABELS  Generating General Patient Labels  5:45
LETTERS AND LABELS  Creating a Letter Document with Microsoft Word 2003 6:00
LETTERS AND LABELS  Creating a Label Document with Microsoft Word 2003 6:45
LETTERS AND LABELS  Creating a Letter Document with Microsoft Word 2007 6:00
LETTERS AND LABELS  Creating a Label Document with Microsoft Word 2007 5:45
LETTERS AND LABELS  Creating a Letter Document with Sage Intergy Composer  5:15
LETTERS AND LABELS  Creating a Label Document with Sage Intergy Composer 4:15
LETTERS AND LABELS  Editing a Letters and Labels Document 2:30
LETTERS AND LABELS  Creating a Letters and Labels Document Based on an Existing Document 3:30
LETTERS AND LABELS  Deleting a Letters and Labels Document 1:45
Clinical Correspondence
CLINICAL CORRESPONDENCE  Overview of Clinical Correspondence 2:30
CLINICAL CORRESPONDENCE  Generating Clinical Correspondence  6:30
CLINICAL CORRESPONDENCE  Setting Up Correspondence Templates 7:00
Creating and Working User-Defined Tasks
TASK MANAGER  Task Manager Overview 2:30
TASK MANAGER  Overview of the Work Tasks Window 4:15
TASK MANAGER  Creating a Task  3:30
TASK MANAGER  Associating a Patient with a Task  3:00
TASK MANAGER  Forwarding a Task  4:00
TASK MANAGER  Working a Task  3:15
Creating and Working Phone Message Tasks
TASK MANAGER  Phone Messaging System Overview 3:00
TASK MANAGER  Overview of the New Phone Message Window 4:45
TASK MANAGER  Creating a Detailed Phone Message 4:15
TASK MANAGER  Creating a Quick Phone Message  3:00
TASK MANAGER  Working a Phone Message Task 4:30
TASK MANAGER  Forwarding a Phone Message Task 4:30