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EMR Lunch and Learn Sessions

Resources from 30 minute Lunch and Learn sessions focused on simplifying the Med Access platform and strengthening the EMR skills of administrative professionals so they can support their teams in EMR optimization.

After each session, the outline, resources, and recording are made available below. 

EMR Solutions

Working together to increase knowledge and use efficiency, of our MedAccess Electronic Medical Records.

January 30, 2025
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OUTLINE Med Access: The Billing Basics

Outline for January 19, 2023 Lunch & Learn session "Med Access:  The Billing Basics"

March 28, 2023
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VIDEO Med Access: The Billing Basics

Recording from January 19, 2023 Lunch & Learn session "Med Access: The Billing Basics - The numbers, where they come from and where they go".

May 12, 2025
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OUTLINE Med Access: Creating Billing Templates

Outline for January 26, 2023 Lunch & Learn session "Med Access: Creating Billing Templates".

March 28, 2023
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VIDEO: Med Access: Creating Billing Templates

Recording from January 26, 2023 Lunch & Learn session "Med Access: Creating Billing Templates".

May 12, 2025
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OUTLINE and EXAMPLES: Med Access: Task Templates

Outline with examples for February 2, 2023 Lunch & Learn session "Med Access: Task Templates".

February 2, 2023
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VIDEO: Med Access: Task Templates

Recording from February 2, 2023 Lunch & Learn session "Med Access: Task Templates".

May 12, 2025
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OUTLINE Med Access: How to Import/Export Templates

Outline for February 9, 2023 Lunch & Learn session "Med Access: How to Import/Export Templates".

March 28, 2023
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VIDEO: Med Access: How to Import/Export Templates

Recording from February 9, 2023 Lunch & Learn session "Med Access: How to Import/Export Templates".

May 12, 2025
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OUTLINE Med Access: Administrative Tasks

Outline for February 16, 2023 Lunch & Learn session "Med Access: Administrative Tasks".

March 28, 2023
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VIDEO Med Access: Administrative Tasks

Recording from February 16, 2023 Lunch & Learn session "Med Access: Administrative Tasks".

May 12, 2025
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OUTLINE Med Access: Macro Basics

Outline for February 23, 2023 Lunch & Learn session "Med Access: Macro Basics".

March 28, 2023
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GUIDE Med Access: Brief Guide to Macros

Accompanying "Guide to Macros" from the February 23, 2023 Lunch & Learn session "Med Access: Macro Basics". 

March 28, 2023
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VIDEO Med Access: Macro Basics

Recording from February 23, 2023 Lunch & Learn session "Med Access: Macro Basics".

May 12, 2025
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OUTLINE Med Access: Chart Transfers

Outline for March 2, 2023 Lunch & Learn session "Med Access: Chart Transfers".

March 28, 2023
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VIDEO Med Access: Chart Transfers

Recording from March 2, 2023 Lunch & Learn session "Med Access: Chart Transfers".

May 12, 2025
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OUTLINE Med Access: Schedule Templating Basics

Outline for March 9, 2023 Lunch & Learn session "Med Access: Schedule Templating Basics".

June 14, 2023
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VIDEO Med Access: Schedule Templating Basics

Recording from March 9, 2023 Lunch & Learn session "Med Access: Schedule Templating Basics".

May 12, 2025
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OUTLINE Med Access: Reporting Basics + Tips

Outline for March 23, 2023 Lunch & Learn session "Med Access: Reporting Basics + Tips".

March 28, 2023
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VIDEO Med Access: Reporting Basics + Tips

Recording from March 23, 2023 Lunch & Learn session "Med Access: Reporting Basics + Tips".

May 12, 2025
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OUTLINE Med Access: Workflows

Outline for April 6, 2023 Lunch & Learn session "Med Access: Workflows".

April 13, 2023
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ADDITIONAL RESOURCE Med Access: Creating workflow templates for managing incoming consult requests

April 13, 2023
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VIDEO Med Access: Workflows

Recording from April 6, 2023 Lunch & Learn session "Med Access: Workflows".

May 12, 2025
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OUTLINE Med Access: Import & Import Task Templates

Outline for April 13, 2023 Lunch & Learn session "Med Access: Imports & Import Task Templates".

April 16, 2023
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VIDEO Med Access: Imports & Import Task Templates

Recording from April 13, 2023 Lunch & Learn session "Med Access: Imports & Import Task Templates".

May 12, 2025
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OUTLINE Med Access: Basic Billing Reports

Outline for April 27, 2023 Lunch & Learn session "Med Access: Basic Billing Reports".

May 12, 2023
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VIDEO Med Access: Basic Billing Reports

Recording from April 27, 2023 Lunch & Learn session "Med Access: Basic Billing Reports".

May 12, 2025
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OUTLINE Med Access: Filter Basics

Outline for May 4, 2023 Lunch & Learn session "Med Access: Filter Basics".

May 12, 2023
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VIDEO Med Access: Filter Basics

Recording from May 4, 2023 Lunch & Learn session "Med Access: Filter Basics".

May 12, 2025
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OUTLINE Med Access: Reporting Dashboard

Outline for May 11, 2023 Lunch & Learn session "Med Access: Reporting Dashboard".

July 10, 2023
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VIDEO Med Access: Reporting Dashboard

Recording from May 11, 2023 Lunch & Learn session "Med Access: Reporting Dashboard".

May 12, 2025
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OUTLINE Med Access: Visit Workflows to Increase Efficiency

Outline for May 25, 2023 Lunch & Learn session "Med Access: Visit Workflows to Increase Efficiency".

May 26, 2023
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VIDEO Med Access: Visit Workflows to Increase Efficiency

Recording from May 25, 2023 Lunch & Learn session "Med Access: Visit Workflows to Increase Efficiency".

May 12, 2025
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OUTLINE Med Access: Creating Dashboard Shortcuts

Outline for June 8, 2023 Lunch & Learn session "Med Access: Creating Dashboard Shortcuts".

June 9, 2023
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GUIDE: How to Create Dashboard Filters

June 9, 2023
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VIDEO Med Access: Creating Dashboard Shortcuts

Recording from June 8, 2023 Lunch & Learn session "Med Access: Creating Dashboard Shortcuts".

May 12, 2025
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OUTLINE Med Access: INR Flowsheets/Graphs

Outline for July 6, 2023 Lunch & Learn session "Med Access: INR Flowsheets/Graphs".

July 11, 2023
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VIDEO Med Access: INR Flowsheets/Graphs

Recording from July 6, 2023 Lunch & Learn session "Med Access: INR Flowsheets/Graphs".

May 12, 2025
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OUTLINE Med Access: Prescription Templates

Outline for July 20, 2023 Lunch & Learn session "Med Access: Prescription Templates".

July 26, 2023
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VIDEO Med Access: Prescription Templates

Recording from July 20, 2023 Lunch & Learn session "Med Access: Prescription Templates".

May 12, 2025
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VIDEO Med Access: Setting Favorites for Others

Recording from August 3, 2023, Lunch & Learn session "Med Access: Setting Favorites for Others".

May 12, 2025
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OUTLINE Med Access: Reporting Roster Totals & Widget

Outline for August 17, 2023 Lunch & Learn session "Med Access: Reporting Roster Totals & Widget".

August 18, 2023
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VIDEO Med Access: Creating Roster Total Reports & Widget

Recording from August 17, 2023, Lunch & Learn session "Med Access: Creating Rose Total Reports & Widget".

May 12, 2025
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SUPPORTING DOCUMENT: Calculating Roster Totals - How to Create Reports and Widget

August 18, 2023
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OUTLINE Med Access: Setting Role Defaults

Outline for August 31, 2023 Lunch & Learn session "Med Access: Setting Role Defaults".

September 5, 2023
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VIDEO Med Access: Setting Role Defaults

Recording from August 31, 2023, Lunch & Learn session "Med Access: Setting Role Defaults".

May 12, 2025
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OUTLINE Med Access: Using the Sidebar Effectively - The Basics

Outline for September 14, 2023 Lunch & Learn session "Med Access: Using the Sidebar Effectively - The Basics".

September 19, 2023
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VIDEO Med Access: Using the Sidebar Effectively - The Basics

Recording from September 14, 2023, Lunch & Learn session "Med Access: Using the Sidebar Effectively - The Basics".

May 12, 2025
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OUTLINE Med Access: Adding Visit Duration to SOAP Notes

Outline for September 28, 2023, Lunch & Learn session "Med Access: Adding Visit Duration to SOAP Notes".

October 6, 2023
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VIDEO Med Access: Adding Visit Duration to SOAP Notes

Recording from September 28, 2023, Lunch & Learn session "Med Access: Adding Visit Duration to SOAP Notes".

May 12, 2025
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OUTLINE Med Access: Flu Shot Template (Immunization Template)

Outline for October 26, 2023, Lunch & Learn session "Med Access: Flu Shot Template (Immunization Template).

November 2, 2023
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VIDEO Med Access: Flu Shot Template (Immunization Template)

Recording from October 26, Lunch & Learn session "Med Access: Flu Shot Template (Immunization Templates)

May 12, 2025
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GUIDE MedAccess: Batch Billing for Flu Shots

January 9, 2025
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VIDEO MedAccess: Student/Resident Role Setup

May 12, 2025
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GUIDE: Sidebar Builds (Nursing, Physician Assistant, & Admin)

February 7, 2025
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VIDEO: EMR Efficiencies Chat

May 12, 2025
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GUIDE: Billing Numbers

May 12, 2025
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