Manuals and Job Aids
These documents are course materials created and used by Learning Services. While you may find these files useful, downloading or reading these files will not exempt you from taking required training courses. Click on a link to jump to that section.
These materials are copyright controlled by the University of California (UC) and are not meant for non-UC purposes. Unauthorized reuse, duplication and/or distribution is strictly prohibited. Please contact the Learning Services manager if you are interested in using any of these materials for non-UC purposes.
- Basic Computer Skills
- Basic Insurance Concepts (BIC)
- Billing and Accounts Receivable (BAR)
- Case Management
- Electronic Data Interchange (EDI)
- Excel (see Basic Computer Skills)
- HBS TP TimeSuite (HBS)
- Hospital Information Systems Overview
- Insurance Master File (IMF)
- Insurance Verification
- LastWord
- Managed Care Application (MCA)
- Ontrac
- OR Manager (see Picis)
- Outlook 2000 (see Basic Computer Skills)
- PFS
- Picis
- Planview
- PowerPoint (see Basic Computer Skills)
- Research Billing
- Sentillion
- Shared Medical Systems (SMS)
- Stinger Cart
- Transaction Editing System (TES)
- UCare
- Visit Management
UCSF Medical Center Terms and Conditions of Service Form
Basic Computer Skills
Course manual: Basic Computer Skills (BCS-100)
Course manual: Outlook 2003 Basic
Course manual: Outlook 2000 Web Access Instructions
Job Aid: Outlook 2000 Web Access Quick Reference Guide
Course manual: Intro to PowerPoint 2000
Course manual: Intro to PowerPoint 2003
Course manual: Intermediate PowerPoint 2000
Course manual: Intermediate PowerPoint 2003
Job Aid: Keyboard and Mouse Functions Quick Reference Guide
Course manual: Introduction to Excel
Basic Insurance Concepts (BIC)
Course manual: BIC
BIC Terms and Definitions
BIC Insurance Types Grid/COB Job Aid
BIC Notepad
BIC Major Insurance Payors
Billing and Accounts Receivable (BAR)
Course manual: BAR
Course manual: BAR-View
Job aid: Navigating BAR and Single Letter Action Codes
Job aid: Payment Categories
Job aid: BAR Rejection Codes
Job aid: Reading PCS Comments from IDX BAR
Case Management
Electronic Data Interchange (EDI)
HBS TP TimeSuite (HBS)
HBS Timekeeping System Update (EFFECTIVE Monday, October 26)
Job aid: Accessing HBS Outside UCSF
Job Aid: HBS Report Writer
Course manual: HBS TP TimeSuite
Course manual: HBS TP TimeSuite for Nurses
Hospital Information Systems Overview
Insurance Master File (IMF)
Course manual: IMF
Job aid: IMF Screen Print (Quick Reference)
IMF Classroom Exercise Guide
IMF Notepad
IMF Plan Code Selection Matrix
Insurance Verification
Job aid: Insurance Verification
Job aid: Insurance Verification Procedures
Job Aid: IMF Look-ups: Self Pay Codes
Course manual: Insurance Verification
Major Insurance Payors
Completing Page Two of the MediCal FU Questions
LastWord
Managed Care Application (MCA)
Course manual: MCA
Job Aid: Creating, Editing, Linking MCA Referrals
Job Aid: Treatment Authorization Request
Ontrac
Worklist Overview
Ontrac Coding Guide
Payer Matrix
UCSF Authorization Representative Situation Response Guides (SRGs)
UCSF Activity Codes
PFS
Picis
PLEASE NOTE: As of August 30, 2006, all Picis training materials are only available when connecting via the UCSF Medical Center intranet. If you are not on the UCSFMC intranet, you will not be able to access these materials.
Course manual: Materiel Management
Course manual: Navigating PACU Manager
Course manual: Preop Manager (Prepare Admin)
Course manual: SmarTrak (Charge Nurse)
Course manual: SmarTrak (Peri-Op)
Job aid: eMRWeb Quick Reference Guide
Job aid: eMRWeb PACU Record Quick Reference Guide (single page format)
Job aid: Validating Real Time Variables Quick Reference Guide
Job aid: Discharging patients from Post Anesthesia Care Unit (PACU)
Job aid: Picis Exception Noting
Job aid: Changing Patient Functionality (CareSuite)
Job aid: Picis Keyboard Shortcut
Job aid: Adding and Editing Information Using the Process Header
Job aid: Restarting PICIS After Losing Your OR Manager Connection
Job aid: Entering and Editing Case Records
Job aid: Viewing and Editing Allergies- OR Manager:
Course manual: OR Manager (Pre-Op & OR Nursing)
Course manual: OR Manager Centralized Scheduling
Course manual: OR Manager Remote Scheduling
OR Manager Web Access Schedule Viewer
Job aid: Add On Cases QRG (Quick Reference Guide)
Job aid: OR Manager Terms/Definitions and Functions/Actions [ temporarily unavailable ]
Job aid: OR Manager Function Keys
Planview
Research Billing
Course manual: Research Billing Training
Course handout: Research Billing Attachments
Research Billing Best Practices
New Product Request Form
Grant Research Pricing Request
Sentillion
Shared Medical Systems (SMS)
Course manual: SMS - Patient Accounting Course Manual
Course manual: SMS - View
Course manual: SMS - Patient Accounting SMS Codes
Job aid: Navigating SMS
Job aid: SMS PowerPoint
Stinger Cart
Job aid: Stinger Cart Quick Reference Guide (using the cart)
Job aid: Stinger Cart Quick Reference Guide (for the OR)
Transaction Editing System (TES)
TES Chg Entry
TES Chg Entry and Work File
TES Edit Correction Guide
TES Edit Duplicate Charges Found
TES Edit Listing
CMS-1500 Form (Sample)
Job Aid: Linking a TAR in TES
UCare
Job aid: Accessing UCare via the UCare Desktop
Job aid: UCare Document Imaging (eMRWeb)
Job aid: UCare Full Registration Procedures and Creating a Visit Quick Reference Guide
Job aid: View and Print Records from ECG CV Web Quick Reference Guide
* This document was created by UCSF Medical Center Division of Cardiology- Ancillaries (excluding Rehab)
Job aid: Enter a Note Using ECodes
Job aid: UCare ECodes List
Job aid: Resolving UCare Inbox Notifications
Job aid: Correcting Documentation Mistakes - Ancillaries (Rehab depts only)
Job aid: Writing Notes in UCare
Job aid: Using MS Word Templates in UCare
Job aid: Using ECodes to Create a Summary Note
Job aid: UCare ECodes List
Job aid: Resolving UCare Inbox Notifications
Job aid: Correcting Documentation - Emergency Department
Quick Reference Guide: Emergency Department
Job aid: UCare ED Short Reg Procedures
Job aid: UCare ED Short Registration and Admission Quick Reference Guide
* This is a one-page excerpt from UCare ED Short Reg Procedures
Visit Management (VM)
Course Manual: Visit Management (Day 1)
Course manual: IDX Visit Management "View"
Course manual: Visit Management for Nursing
Course manual: Visit Management For Accounting
Course handout: Entering a Foreign Address in IDX
Quick Reference Guide: Visit Management (Day 1)
UCSF Naming Conventions - UCSF GE Centricity Patient Look-Up Methods
Job aid: Attaching Insurance
Job aid: Visit Management (Day 1)
Job aid: Visit Management (Day 2)
Job aid: UCSF Patient Types