Registration and Scheduling

Welcome to the Portfolio Provider Resource Page for Portfolio Epic! This page includes TipSheets, Guides, and other training materials for all Provider roles.

Upgrade Overview Presentations

• COMPASS Training PowerPoint Presentation (PDF Format)
• Upgrade Overview PowerPoint Presentation for Grand Central (PDF Format)
• Upgrade Overview PowerPoint Presentation for Registration (PDF Format)
• Upgrade Overview PowerPoint Presentation for Scheduling (PDF Format)
• Upgrade Overview PowerPoint Presentation for Patient Access (PDF Format)

TipSheets and Guides

• Please familiarize yourself with content covered in the "All Provider Roles" section before navigating to your specific role.
• Use the keystroke combination "Ctrl + F" to search for tip sheets by or role or topic.
• If no specific sites are listed for a TipSheet, it applies to all UMMS facilities.
• If you do not see your specific role/topic listed here and there is a topic you would like to know more about, please contact your unit Super User or Credentialed Trainer.