COMPASS Training Materials

• November Upgrade PPT
• Select a Guarantor or Subscriber's Patient Record

Training Materials

• E-Signature Training – Registration and Scheduling

• Insurance Theory Training

• Coverage Information

• Verify Insurance Coverages

• Terminating Insurance Coverages

• Getting Started with Benefits for the PAS User

• Benefits and HMO plans

• Benefit Workqueues 

• Access Navigators Training Links
• Access Navigators Classroom Information Sheet 
• Introduction to Access Navigators
• Access Navigators Guarantor Records
• Access Navigators Patient Information
• Navigation Steps to PL2
• Access Navigators Practice Scenarios
• Epic Portfolio Upgrade August 2022

How To Guides

• COMPASS Epic Portfolio Welcome Overview

• COMPASS Epic Portfolio Anonymous Patients - Updated Naming Convention
• COMPASS Epic Changes Happening February 2022
• COMPASS Prelude Registration Manual
• COMPASS Cadence Scheduling Manual
• COMPASS Cadence Template Build Manual
• E-Signature Training – Registration and Scheduling
• Portfolio Epic Learning Home Dashboards (LHD)
• Registering a Non-binary (X) Patient
• UM SJMC Decentralized Scheduler Quick Start Guide