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Healthcare POS Systems’ Integration Specialist Certification

COURSE OUTLINE

Day 1: Introduction and Needs Assessment
Day 2: Implementation Planning
Day 3: Introduction to POS Systems and Management Techniques
Day 4: Service Workflow and Management
Day 5: Data Migration and System Testing
Day 6: Implementation Strategies and Continuous Improvement

Day 1: Introduction and Needs Assessment

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

Participants will focus on the best practices of developing comprehensive implementation plans, learning to create detailed timelines, assigning responsibilities, and setting milestones. The importance of effective communication with stakeholders will be emphasized through role-playing exercises, where participants practice presenting their plans and addressing potential questions and concerns from staff and residents.

Unit 1 – Assessing Operational Needs (75 minutes)

  • Explore how a healthcare POS system can enhance operational efficiency and productivity.
  • Identify specific operational requirements such as menu management, inventory management, meal plan management, dietary restrictions, and billing processes.

Unit 2 – POS System Evaluation Methods (45 minutes)

Learn about essential features of POS systems for healthcare settings, such as menu management, inventory tracking, meal plan management, dietary restrictions, and billing processes.

Practice evaluating POS systems effectively using structured criteria.

Activities and Exercises:

Activity 1: Needs Assessment Workshop (1 hour)

1. Group Discussion:

  • Divide participants into small groups.
  • Each group will discuss and list potential improvements in areas such as menu management, inventory tracking, meal planning, accommodating dietary restrictions, and streamlining billing processes. The focus will be on understanding the general benefits of adopting a POS system in healthcare settings.

2. Presentation and Feedback:

  • Each group presents their findings to the entire class.
  • Encourage questions and feedback from other groups to promote a comprehensive understanding of different operational needs.

Activity 2: POS System Research and Comparison (1 hour)

1. Research Session:

  • Example Scenario: Imagine you are the manager of a senior living home researching POS systems. You are provided with materials such as brochures, websites, and reviews of different healthcare POS systems.

Task:

  • Review the materials provided for each POS system.
  • Research the features, benefits, and integration capabilities of each system.
  • Compare the systems based on your findings.

2. Comparison Exercise:

  • In groups, participants create a comparison chart for the examples of the POS systems researched.
  • Compare systems based on key criteria such as functionality, ease of use, integration capabilities, and cost.
  • Each group presents their comparison charts and discusses which POS system they would choose and why, highlighting how their choice meets their operational requirements and integrates with existing processes.

Day 2: Implementation Planning

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

Participants will focus on the best practices of developing comprehensive implementation plans, learning to create detailed timelines, assigning responsibilities, and setting milestones. The importance of effective communication with stakeholders will be emphasized through role-playing exercises, where participants practice presenting their plans and addressing potential questions and concerns from staff and residents.

Unit 3 – Strategies for Developing Effective Implementation Plans (2 hours)

  • Learn how to develop a detailed implementation plan, including timelines, responsibilities, and milestones.
  • Understand the importance of communicating the plan to all relevant stakeholders, including staff and residents.

Activities and Exercises:

Activity 1: Implementation Planning Workshop (2 hours)

1. Plan Development:

  • Provide examples for an implementation plan.
  • Participants, in their groups, develop a detailed implementation plan, including timelines, responsibilities, and milestones.
  • Encourage them to consider communication strategies for informing staff and residents about the new system.

2. Role-Playing Exercise:

  • Groups role-play as different stakeholders (e.g., management, staff, residents).
  • Practice communicating the implementation plan to these stakeholders, addressing potential questions and concerns.
  • Groups share their implementation plans and role-play outcomes with the class, receiving feedback and refining their plans accordingly.

Day 3: Introduction to POS Systems and Management Techniques

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

Participants will gain a thorough understanding of various healthcare POS systems, including their features and costs. Hands-on training will allow them to practice menu and inventory management, using different systems to input sample menus and update inventory levels. Simulated service scenarios will help participants manage meal plans and service workflows effectively.

introduction to the course objectives and the significance of healthcare POS systems in improving operational efficiency. They will explore examples of operational requirements such as menu management, inventory tracking, meal planning, dietary restrictions, and billing processes. The day includes interactive workshops where participants assess these needs and practice evaluating different POS systems using structured criteria.

Unit 4 - Introduction to Healthcare POS Systems (1 hour)

  • Provide a comprehensive overview of various types of healthcare POS systems.
  • Ensure staff understand the initial and recurring costs associated with various POS systems.

Unit 5: Menu and Inventory Management (1 hour)

  • Discuss how different healthcare POS systems manage menus and inventory.
  • Provide examples of effective menu and inventory management from multiple systems.

Activities and Exercises:

Activity 1: Introduction and Overview (45 minutes)

1. Brief Presentation:

  • Provide an overview of various POS systems, their benefits, and the training agenda.
  • Highlight key functionalities such as menu management, inventory management, service workflow, meal plan management, hardware requirements, initial costs, and recurring costs.

2. Q&A Session:

  • Allow participants to ask any initial questions about the POS systems and the training agenda.

Activity 2: Hands-On Training Stations (75 minutes)

1. Menu Management and Inventory Management:

  • Exercise: Interactive Demo
  1. Participants make comparisons between a healthcare POS system and a general POS system.
  2. Each participant inputs a sample menu and updates inventory levels using examples from multiple systems.
  3. Instructors provide guidance and answer questions.

2. Service Workflow and Meal Plan Management:

  • Exercise: Simulated Service Scenarios
  1. Participants simulate typical service scenarios using various POS systems.
  2. Practice managing meal plans and service workflows with examples from different systems.
  3. Role-play as staff and residents to understand both perspectives.
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Day 4: Service Workflow and Management

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

The day will focus on streamlining service workflows and managing meal plans within healthcare POS systems. Participants will also learn best practices for billing and reservation management. Hands-on exercises will include processing sample transactions and creating reservations, ensuring participants can manage these tasks efficiently in real-world scenarios.

Unit 6: Service Workflow and Meal Plan Management (1 hour)

  • Discuss how different healthcare POS systems streamline service workflows and manage meal plans.
  • Provide examples of effective service workflow and meal plan management from multiple systems.

Unit 7: Billing and Reservation Management (1 hour)

  • Demonstrate best practices for billing processes within various POS systems.
  • Ensure staff can manage reservations effectively using different POS systems as examples.

Activities and Exercises:

Activity 1: Hands-On Training Stations (1 hour)

Process and Reservation Management:

  1. Exercise: Billing and Reservation Simulation
  • Participants process sample transactions and create reservations in demo POS systems.
  • Focus on understanding billing workflows and managing resident reservations with examples from multiple systems.
  • Instructors assist and address any challenges encountered.
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Activity 2: Group Discussion and Feedback (1 hour)

1. Group Discussion:

  1. Participants share their experiences from the hands-on exercises.
  2. Discuss any difficulties encountered and brainstorm solutions.

2. Feedback Session:

  1. Collect feedback on the examples and exercises provided.
  2. Address any remaining questions or concerns.

Day 5: Data Migration and System Testing

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

Participants will explore successful data migration examples, learning how to ensure data accuracy and completeness during transitions. They will practice system testing using predefined test cases, identifying and resolving issues to ensure the system is fully functional. This will prepare them for real-world data migration and system testing challenges.

Unit 8 – Data Migration (1 hour)

  • Explore examples of successful data migrations from different senior living homes.
  • Highlight steps taken to ensure data accuracy and completeness to avoid service disruptions.

Unit 9 – Test the System (1 hour)

  • Explore the various examples of system testing strategies used by other senior living homes.
  • Highlight the process of identifying and resolving issues to ensure the system is fully functional.

Activities and Exercises:

Activity 1: Data Migration and System Testing Workshop (2 hours)

1. Data Entry and Validation:

  • Provide a scenario where a senior living home is transitioning to a new POS system.
  • Participants practice transferring sample customer and operational data into a demo POS system.
  • Emphasize the importance of ensuring data accuracy and completeness to avoid disruptions in service.

2. System Testing:

  • Present a case study of a senior living home conducting system testing before implementing a new POS system.
  • Groups conduct testing based on predefined test cases for different functionalities (e.g., menu management, billing, reservations).
  • Identify and document any issues or bugs encountered during testing, referring to the case study for guidance.

Day 6: Implementation Strategies and Continuous Improvement

 (9 AM TO 11 AM) Instructor-Led
Activities & Exercises (12 PM – 2 PM)

The final day will cover strategies for a successful system go-live, including monitoring and addressing issues during initial implementation. Participants will learn to gather and use feedback for continuous improvement, develop support and maintenance plans, and conduct impact assessments to measure success. Hands-on activities will include simulating a go-live process, monitoring system performance, and creating support and maintenance plans based on successful examples.

Unit 10 – Go Live (30 minutes)

  • Discuss examples of system implementation strategies for healthcare POS systems.
  • Highlight strategies for monitoring the system and addressing issues during the initial implementation phase.

Unit 11 – Monitor and Improve (30 minutes)

  • Explore strategies used by other senior living homes to monitor POS system performance.
  • Explore examples of how feedback was gathered and used to make improvements.

Unit 12 – Support and Maintenance (30 minutes)

  • Analyze examples of support and training plans from other senior living homes.
  • Highlight maintenance schedules and tasks that have proven effective in keeping POS systems running smoothly.

Unit 13 – Evaluate the Impact (30 minutes)

  • Study methods of impact assessments conducted by other senior living homes.
  • Highlight key metrics and indicators used to measure success and address any challenges observed post-implementation.

Activity 1: Go Live Simulation and Monitoring (1 hour)

1. Mock Go Live:

  • Describe a scenario where a senior living home is about to go live with a new POS system.
  • Participants simulate the go-live process according to the established implementation plan.
  • Monitor the system closely and address any issues that arise in real-time, referring to the scenario for guidance.

2. Monitoring and Feedback:

  • Present examples of strategies used by other senior living homes to monitor POS system performance post-implementation.
  • Role-play sessions where participants gather feedback from staff and residents, based on examples of effective feedback gathering techniques.
  • Develop a plan to use feedback to identify areas for improvement and ensure prompt issue resolution, referencing successful examples.

Activity 2: Support, Maintenance, and Impact Evaluation Discussion (1 hour)

1. Support and Maintenance Plan:

  • Provide examples of support and training plans from other senior living homes that have implemented new POS systems.
  • Participants create a support and training plan to ensure ongoing staff support, using examples as a guide.
  • Develop a maintenance checklist based on successful examples to keep the POS system running smoothly.

2. Impact Assessment:

  • Present examples of impact assessments conducted by other senior living homes post-implementation of a new POS system.
  • Identify key metrics and indicators used to measure success, based on successful examples.
  • Brainstorm potential benefits and challenges observed post-implementation, referencing examples, and develop a plan to address them.

Fee per participant $4995

Certificate Awarded

Healthcare POS Systems’ Integration Specialist Certification

Our Team

Exceptional Instructors and Educators

Our team comprises the best instructors and teachers in the field. With extensive experience and a deep understanding of healthcare POS systems, they are dedicated to providing top-notch education and training. Our experts are committed to helping you succeed and achieve your goals. Join us and learn from the finest professionals in the industry.

Andrew Do

Healthcare POS System Specialist

Andrew Do is a dedicated Healthcare POS System Specialist with extensive expertise in the Cardwatch system. With a strong background in healthcare technology, Andrew is committed to educating and empowering healthcare professionals to efficiently manage their point-of-sale operations. His hands-on training programs and comprehensive knowledge of Cardwatch ensure that users are well-equipped to optimize their systems for enhanced performance and patient care. Andrew's passion for technology and healthcare integration makes him an invaluable asset to any healthcare organization.

Neha Aggarwal

Training Co-Ordinator

Neha Aggarwal is the Training Coordinator for our healthcare training program, specializing in the Cardwatch system. With a strong background in education and program management, Neha excels in organizing and implementing comprehensive training sessions tailored to healthcare professionals. Her exceptional coordination skills and attention to detail ensure that all training programs run smoothly and effectively. Neha's dedication to continuous learning and professional development makes her a pivotal part of our mission to educate and support healthcare providers in optimizing their point-of-sale systems.

Tuan Ta

Health Tech Specialist

Tuan Ta is a proficient Health Tech Specialist with extensive experience in the healthcare technology sector. Previously, Tuan worked at SNT Medical, where he played a crucial role in assisting and educating home hemodialysis patients. His hands-on approach and commitment to patient care have been instrumental in improving the quality of life for many. At our organization, Tuan leverages his deep understanding of medical technologies and patient education to provide exceptional support and training. His expertise in both healthcare and technology makes him a valuable asset to our team, ensuring the successful implementation and utilization of advanced health tech systems.

Vu Nguyen

Healthcare POS System Designer

Vu Nguyen is a talented Healthcare POS System Designer with a strong background in developing innovative solutions for the healthcare industry. With a keen eye for detail and a deep understanding of the unique challenges faced by healthcare providers, Vu excels in creating user-friendly and efficient point-of-sale systems. His expertise in system design and commitment to improving healthcare operations ensure that the solutions he develops are both practical and impactful. Vu’s dedication to enhancing the healthcare experience through technology makes him an invaluable member of our team, driving the future of healthcare POS systems.