Welcome toPatient Access!Patient Access AcademyTraining GuideTrainee BookletMedix VersionWelcome to Patient Access!1 |P a g e
Welcome to the team! We are happy to have you and cannot wait to see whereyour talent takes you here with our organization.During your onboarding you will review and learn:Foundational Training SkillsPatient Access OverviewEmory OverviewSystem NavigationAgent Performance ProgramRegistration + SchedulingSkill Development & CoachingProfessional Development2 |P a g e
Day 1Orientation Session8:00am – 9:00am EST ZOOM Session with Training TeamMeeting ID: 864 8257 3453ZOOMVirtual Meeting ApplicationHLCHealthStream Learning CenterOrientation & Safety Regulatory ModulesHealthStream Learning CenterGoogle ChromeLaptop Walkthrough + Citrix Application + DUO SecurityEHC Workspace (VDT) + Additional Monitor Setup + PhoneSetupMS OutlookMicrosoft Outlook Email ApplicationCanvasCanvas Online Learning CenterSystem Access VerificationApplication Access Review**We will be operating in EST (Eastern Standard Time)**3 |P a g e
ORIENTATIONZOOMSESSION8:00AM – 9:00AM ESTZOOM Link:Meeting ID: 864 8257 3453Please make sure you are signed into the ZOOM session by 8:05am EST (7:05am CST)During the orientation ZOOM Session we will cover:•Attendance•IntroductionsNameState you reside inFavorite Hobby•System Access & Setup(Breakout Room Sessions – Groups of 8)HLC (Health Stream Learning Center)Please open and log in using the login information you createdfollowing the instructions on page #DUO – SecurityPlease follow the directions on pageCITRIXPlease follow the directions on pageEHC Workspace (VDT – Virtual Desktop)Please go to:Log in using your Emory VDT (EHC Workspace) login info given byyour instructorMicrosoft OutlookPlease open and check for an email invitation from Emory orCanvas to setup your Canvas Learning Center accountCanvasPlease click the link in the email() andsave the website as a favorite and log in using the usernameand password you created the account withTraining Contacts for OrientationLeslie Land:(678) 982-7115Kelsey Ankrom:(404) 778-2969Jessica Hawkins:(404) 778-80174 |P a g e
ZOOM (Virtual Meeting Application)ZOOM is a video conferencing platform. It allows people to have online (virtual)meetings and allows for remote work and training.Setting up ZOOM + Using ZOOMZoom Desktop Guide1.Go to zoom.us and select JOIN A MEETING on the banner at the top of thepage2. Enter appropriate Meeting ID and select Join5 |P a g e
3. When you launch Zoom for the first time, it will ask you to enter your name.