Procura_Training_Recordings.txt

Procura Training	Training Description

To access the training, click the link of the title and use the password provided.	Objection and learning outcomes for each session.

Employee Intake/Reports & Client Intake 
Passcode: zEyY9=U?	Objective: Train Staff on Employee Record Management 
Employee Search 
Employee Intake 
Employee Categories 
Employee Labour Agreements 
Scheduling Groups 
Employee Service Requirements 
Employee Additional Information 
Employee Address 
Employee Contacts 
Employee Availability form Session: Employee Connection/Reports 
 Employee Service Requirements due e.g., Driver’s license, CPR update 
 Review frequently used employee reports (additional info, listing [templates], query) 

Objective: Train Staff on Client Intake Process and Client Record Management 
Client Search 
Client Intake 
Client Area * Client Address 
Client Scheduling groups 
Client Contacts 
Client Record Management 
Client Supervisors 
Supervisory requirements 
Client Documents 
Client Allergies 
Physical Environment 
Dated Notes 
 Additional Information

Client Reports, Clinical Day View, Program Management - General 
Passcode: *@bh04Dm	Session: Client Care Connection
A supervisor is an employee with overarching responsibility for a team or a group of clients 
Client Documents 
Client List/ client supervisors/ supervisor reqs 
Review frequently used client reports 

Session: Clinical Day View 
Objective: Train Staff on Clinical Day View 
Working with your caseload 
Navigating to the Client Record/Sections within the Record 
Navigation areas of Clinical Day View 
Working with Tasks 
Folders and importance of each 
Incomplete Documentation 
Monitoring and Completing Supervisory Requirements 
Working with Electronic Health







Session: Program Management – General 
Objective: Train Staff on Episode (Program) Management
Associate Service Plans 
Associate Care Plan Activities 
Associate Service Requirements 
Funder Folder 
Expenses 
Discharging a Client

Program Management HCP/NDIS
HCP: Passcode: q7N$Ze!Q
NDIS: Passcode: q7N$Ze!Q	Objective: Train Staff on Episode (Program) Management 
Quoting Tool 
Create, Convert / Reject Quotes 
Service Plan Required 
Review any other NDIS Episode required information specific to organisation 
Forecast feature 

Objective: Train Staff on Home Care Package Management 
Package Intake Wizard 
 Budget creation and review of budget 
 Episode Rules 
 Review any other HCP Episode required information specific to organisation 
 Review other specific HCP Client demographic items e.g., Client References (if required) 
 Package Transfer Wizard - Changing a client’s existing package 
 Using External Providers (Brokered Out Episodes) * Ad-hoc Case Management Fees (if applicable) 
 Client Leave (Packages) / Hold 
 Package Discharge Wizard

Scheduling Part 1 
Passcode: Ssd@2m!i	Objective: Train Staff on general scheduling concepts 
Procura Scheduling concepts 
Finding a client/employee schedule 
Viewing the scheduling calendar 
Navigating in the calendar 
Scheduling options through the use of toolbars, menu bars and right mouse clicking 
Basic display 

Objective: Train Staff on visit properties and how to create visits 
The Visit Form & Visit Properties 
Visit patterns – Onetime/Regular 
Service Plans while scheduling 
Billing Records / Disciplines 
Employee search form 
How to schedule brokered out visits 
Unfilled Visits 
The Conflict Checking Form 
Multiple Visits 
Linked Visits Session: Filling Visits 

Objective: Train Staff on how to search for an employee to fill a visit 
Searching for an Employee 
Match Rules 
Best Route (determine travel of employee) 
Mobility and Employee Portal concepts for scheduling

Scheduling Part 2 
Passcode: xr?q6u@%	Objective: Train Staff on Planner and Tasks 
Planner concepts for Visits & Tasks 
 Navigation of Planner 
Managing Unfilled Visits 
Actions within Planner 
 Task – Workflow generated and manually generated 

Session: Scheduling Actions
Objective: Train Staff on all Scheduling Actions 
 Changing existing visits 
 Cancelling, deleting and holding visits on a one time or on-going basis 
 Reactivating held or cancelled visits 
 Refusals 
 Deleting 
 Attendance Type 
 Employee DayView 
 Public Holiday Management

Scheduling Reports / Timekeeping
Passcode: P67tUF!B	Session: Scheduling Reports
Review of applicable scheduling reports 
Including timekeeping reports 

Session: Visit Approval & Payroll
Objective: Train Staff on Timekeeping (Visit Confirmation Process) 
Review Planner for Unscheduled visits 
Perform checks and balances prior to building Timekeeping * Importance of Employee Pay Level 
Timekeeping Periods and Build Timekeeping 
Adjust Timesheets 
Timekeeping Actions 
Demonstrating the Callme! Visit Comparison screens - Scheduled vs. Actual 
How to manage Visit exceptions and variances 
How to drill down to visit level in Timekeeping 
Timekeeping detail by employee report 
Close Period 
Reports: TK Detail / Summary Report 
Manage Mileage exceptions

Billing & Payment Processing 
Passcode: $E&Qk3^V	Objective: Train Staff on Billing 
Checks and balances that must be performed prior to closing Timekeeping 
Close Timekeeping Period(s) before starting 
Calculating a billing batch 
Review of Billing Details and the relationship to TK and Scheduling 
Verify / adjust billing 
Corrections and recalculating * Back billing 
Impact of recalculating on any transactions that have been applied 
Utilise reports to assist 
Client Review Listing 
Clients requiring Recalculation 
Negative Invoices for HCP 
Client over service template 
Define invoice run * Run invoices - AUS Combo Statement (CRW) 
Export to accounts receivable (AR) 
Package management export 
Any other billing processes or exports specific to your organisation 



Session: Payment Processing 
Posting overpayment, full payment, underpayments, reversals 
Batch payments 
Mark paid utility 
Change funder for invoice 
Manual invoices 
Generic remittance if being used 
HCP Transactions * Package Management Adjustments and impact on Package

Government Claiming
Passcode: 8^fi+21E	Objective: Train Staff on how to generate and interpret outputs 
HCP Bulk Invoice Amount 
Payment import/unspent funds 
CHSP DSS DEX 
NDIS Bulk Export

Document Design
Passcode: nW9!W..2	Objective: Train Staff on creating Procura Documents 
Creation of documents in Procura 
Validation to User Groups and Departments 
Documents Available 
Flow Sheet vs Document 
Visit notes 
How to manage the Budget Update Utility in relation to HCP Budget 
Workflows (supervisor reqs and service reqs and document question)

Mobility Part 1
Passcode: P&Zm^0T8	Session: Mobile App 
App login and Default Appointments screen 
Visit Status and Appointment Details screen 
All Visit Data (via access rights) 
Client Details (from Appointment Details) 
All Client Data displayed (via access rights) 
Client Address Icon (Google Maps) 
Start a Visit 
Document a Visit
Complete a Visit 
CLTKMs
Clients page 
Create a Dated Note 
View Notes 
Access Portal for Full Roster and Availability (also Offers if using) 

Session: Employee Portal 
How to log in 
Home Tab 
Schedule Tab 
Link to Client Information 
Link to Client Address 
Availability Tab 
Offers Tab (training provided in afternoon for visit offers via Portal) 
Account Tab 
Request Availability changes 
Client Address 
Accept or Refuse offers 
Manage Account 




Session: Route/Timekeeping and Scheduling 
Timekeeping 
Creating and Building Timekeeping Periods 
Analysing the Callme Visit Comparison screen (Scheduled visit data vs. Actual visit data) 
Visit exceptions and variances 
Drill down to visit level detail in Timekeeping 
Calculate Travel Mileage 
Manage Mileage exceptions 
Scheduling Training 
Create Offers 
Offer responses 
Geocoding Clients and Employees Addresses 
Employee Locate
Mobility Reports 
CRW Reports (pre-setup)

Mobility Part 2 
Passcode: b3=P*r4#	Mobility References Setup 
Mobile Reference Settings 
Best Route References 
Portal Reference Settings 
Visit Offer Reference Settings 
Travel Rule Settings (pre-setup) 

Mobile User Admin 
Create/Review Mobile group 
Assign/Review Group Access Rights 
Import Mobile Users 
Add New User 

Mobility Configuration Review 
Configure Callme! Exception Types and Variances 
Create and/or configure Pay/Bill records for Mileage and Allowances (min AUTOKMS) 
Configure Travel Rule
Configure Employee Categories 
Configure Employee Pay-Mileage Maintenance (if using fleet cars) 
Visit Care Plan reasons – used in compliance mode 
Offers Not Interested reasons – used for Visit Offers 

Workflow Events
Create a Workflow event for Callme! Missing Calls (for visits not started/completed) 
Create Workflow event for Mobile Dated Notes (if using) 
Create Workflow event for Availability change request (if using)