Philips Tasy EMR Training

Lesson 1 • Module Overview and System Architecture

Maps all major Tasy modules and their interdependencies. Provides context for how data flows across clinical, administrative, and financial areas.

Lesson 2 • Help Resources and System Notifications

Introduces built-in help tools, alert systems, and notification management. Empowers users to self-resolve issues and stay informed of system events.

Lesson 3 • Main Dashboard and Menu Structure

Explores dashboard layout, primary menus, and quick‑access panels. Shows how to personalise widgets, prioritise frequently used tools, and navigate between modules with few clicks, boosting productivity.

Lesson 4 • Login, Access, and User Profiles

Covers authentication, role-based access levels, and profile configuration. Establishes the security foundation for all subsequent system interactions.

Lesson 1 • Searching and Retrieving Patient Records

Covers search strategies using name, ID, date of birth, and filters. Prevents duplicate records and accelerates patient lookup during busy periods.

Lesson 2 • Updating and Correcting Patient Data

Teaches how to amend demographic fields, document corrections, and maintain audit trails. Ensures ongoing record accuracy throughout the patient lifecycle.

Lesson 3 • Patient Consent and Document Management

Manages consent forms, uploaded documents, and patient communication preferences. Integrates compliance requirements directly into the registration process.

Lesson 4 • New Patient Registration Workflow

Step‑by‑step process for creating new patient records in Tasy, emphasising data integrity at first contact. Includes verifying mandatory demographics, assigning unique IDs, and running immediate validation checks before saving.

Lesson 1 • Appointment Reminders and Confirmations

Configures automated reminders, confirmation workflows, and patient communication triggers. Directly reduces no-show rates and improves patient preparedness.

Lesson 2 • Appointment Booking Fundamentals

Covers creating appointments, selecting providers, and assigning appointment types. Forms the operational core of daily scheduling activity in Tasy.

Lesson 3 • Reporting on Scheduling Performance

Generates scheduling reports covering utilisation, no-show rates, and slot efficiency. Translates scheduling data into actionable operational improvements.

Lesson 4 • Rescheduling, Cancellations, and Waitlists

Handles appointment modifications, cancellation workflows, and waitlist management. Minimises revenue loss and maintains patient access during schedule disruptions.

Lesson 1 • Results Review and Clinical Decision Support

Manages incoming lab and imaging results and interprets clinical decision alerts. Ensures timely clinical response and reduces adverse event risk.

Lesson 2 • Order Entry for Medications and Tests

Covers medication orders, lab requests, and imaging orders within the order entry module. Connects clinical decisions to downstream pharmacy and diagnostic workflows.

Lesson 3 • Clinical Note Entry and Templates

Covers interface setup for lab analysers and PACS imaging systems, enabling seamless result delivery into Tasy workflows. Includes mapping result codes, setting protocols, and troubleshooting exchange issues.

Lesson 4 • Diagnosis Coding and Problem Lists

Covers diagnosis entry, coding standards, and maintaining active problem lists. Supports accurate billing and longitudinal patient care tracking.

Lesson 1 • Pharmacy Inventory and Stock Management

Covers stock level monitoring, reorder triggers, and controlled substance tracking. Maintains uninterrupted medication supply and regulatory compliance.

Lesson 2 • Drug Interaction and Allergy Alerts

Interprets and responds to drug-drug, drug-allergy, and contraindication alerts in Tasy. Reduces adverse drug events through systematic alert management.

Lesson 3 • Medication Reconciliation Workflows

Teaches reconciliation at admission, transfer, and discharge points. Prevents medication errors during care transitions and supports patient safety.

Lesson 4 • Medication Order Verification

Covers pharmacist review, verification steps, and override protocols for medication orders. Establishes the safety checkpoint between prescribing and dispensing.

Lesson 1 • Claim Generation and Submission

Manages claim creation, scrubbing, and electronic submission workflows. Reduces rejection rates through pre-submission validation and error correction.

Lesson 2 • Denial Management and Appeals

Teaches denial identification, root cause analysis, and appeal submission workflows. Recovers revenue lost to preventable and correctable claim denials.

Lesson 3 • Charge Capture and Fee Entry

Covers entering service charges, linking to encounters, and applying fee schedules. Ensures all billable services are captured before claim submission.

Lesson 4 • Patient Billing and Statement Management

Manages patient-facing billing statements, payment plans, and balance inquiries. Supports patient financial experience while maintaining collection efficiency.

Lesson 1 • Standard Report Library Navigation

Introduces the pre-built report library, categories, and search functionality. Enables rapid access to the most relevant operational and clinical reports.

Lesson 2 • Scheduling and Automating Reports

Configures automated report delivery on defined schedules to designated recipients. Ensures decision-makers receive timely data without manual intervention.

Lesson 3 • Data Export and Integration Outputs

Covers exporting data to CSV, Excel, and integration-ready formats from Tasy. Supports downstream analytics tools and cross-system data sharing.

Lesson 4 • Custom Report Building

Teaches report builder tools, field selection, filters, and grouping logic. Produces tailored reports that answer specific operational questions not covered by standards.

Lesson 1 • Role-Based Access Control Configuration

Teaches building and editing access roles, permission sets, and module restrictions. Enforces least-privilege access across all system users and departments.

Lesson 2 • User Account Creation and Management

Covers creating, modifying, and deactivating user accounts within Tasy. Maintains workforce access aligned with current employment and role status.

Lesson 3 • System Updates and Maintenance Procedures

Covers update scheduling, downtime communication, and post-update validation. Ensures system continuity and minimises operational disruption during maintenance.

Lesson 4 • Audit Logs and Compliance Monitoring

Reviews system audit logs, user activity trails, and access reports. Supports compliance verification and investigation of unauthorised system activity.