eClinicalWorks – EHR & Practice Management

Module 1: Introduction to eClinicalWorks

• Overview of eClinicalWorks (eCW) and its target market
• Navigating the eCW interface: hub, appointments and patient chart
• Understanding the practice management and clinical modules

Module 2: Appointment Scheduling & Registration

• Scheduling appointments and managing provider calendars
• Patient registration, demographics and insurance setup
• Eligibility verification and prior authorisation workflows

Module 3: Clinical Documentation

• SOAP note documentation and structured templates
• Problem list, medication and allergy management
• Vital signs, preventive care and health maintenance

Module 4: Order Management & E-Prescribing

• Placing lab, imaging and referral orders
• Electronic prescribing (eRx) and controlled substance prescribing
• Managing refill requests and prior authorisations

Module 5: Billing & Revenue Cycle

• Charge capture and superbill management
• Claims submission, ERA and payment posting
• Denial management and accounts receivable reporting

Module 6: Patient Engagement (healow)

• Configuring and using the healow patient portal
• Telehealth visits and online appointment booking
• Patient messaging and recall campaigns

Module 7: Reporting & Population Health

• Running eCW standard reports for clinical and financial data
• Population health tools and care gap management
• MIPS/MACRA documentation and quality reporting

eClinicalWorks Certified Trainers Our instructors are eCW-certified professionals with hands-on experience in independent practices, FQHCs and multi-specialty clinics.

Practice Management Expertise Trainers bring deep knowledge of eCW's revenue cycle tools helping practices improve billing efficiency alongside clinical documentation.

Small & Mid-Size Practice Focus Our instructors tailor training to the real-world constraints of resource-limited practice environments.

Telehealth & Digital Health Skills Instructors are experienced with eCW's healow platform and telehealth features reflecting the growing importance of virtual care.

Continuous Platform Updates With eCW releasing frequent updates, trainers monitor patch notes and participate in eCW user communities to keep content accurate.