Office of Clinical Research

• PennChart
• Training and Resources

PennChart Training:

We recommend you log into Knowledgelink (KL), with your PennKey before clicking on any of the links.  Completion of the training will be recorded in your LMS.  

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View Only Access: This tutorial provides a View Only introduction to PennChart for Ambulatory, ED/Trauma, Inpatient, and OR, intended for audiences that need read-only access to PennChart: 

       PennChart View Only

Greater than View Only Access: If you need to document information you will need to have greater than view only access to PennChart. Recommended is one of these classes: 

       PennChart Ambulatory Training for Nurses & MA's or PennChart EMR Ambulatory for Practice Staff 

Research Studies Access: To have access to perform research functions (associating patients to studies, linking encounters to studies, manage My Studies) you need to take the Research Coordinator Class: 

       PennChart - Research Coordinator - OCR

Research Billing Review Access: If you will be conducting research billing review, you need to take the Research Biller Class:

      PennChart - Research Biller - OCR

Scheduling Access: If you need to schedule patients, you need to take the Basic Scheduling Class:

     PennChart APM Schedgistration: Basic Scheduling

Access Request Form: For new users, that do not have access to PennChart, the department’s designated UPHS Lawson Manager is required to submit an access request form: 

      http://uphsxnet.uphs.upenn.edu/is/epic/epic_accessrequest.html

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Resources

Manuals:

• Research_Biller_PennChart_Manual

• Research_Coordinator_PennChart_Manual

Tipsheets:

• Adding_Grouper_to_RSH_Record_Tipsheet

• Appointment_Change_Notification_Tipsheet

• Associate_Encounter_During_Scheduling_Tipsheet

• Associate_Encounter_From_Appointment_Desk_Tipsheet

• Beacon_Research_Protocol_Tipsheet

• CHPS_Billing_Tipsheet

• Customizing_Schedule_Tipsheet

• Deceased_Patient_Notification_Tipsheet

• Guidance_Suppressing_Research_Results_from_myPennMedicine.pdf

• Exporting_Results_Tipsheet

• Find_Patients_Associated_with_My_Research_Studies_Tipsheet

• Form_Label_Reprint_Tipsheet

• Hospital_Research_Charge_Review_with_Groupers_Tipsheet

• ICD-10_Tipsheet

• Inpatient_Research_Order_Association_Tipsheet

• Locating_Patient_History.pdf

• Never_Re-qualify_for_Research_Review_Tipsheet

• Patient_Association_Tipsheet

• Patient_UID_Tipsheet

• Pending_Order_for_Investigational_Product_Tipsheet

• Pending_Research_Orders

• Radiology_BSA_Modifier_Tipsheet

• Reporting_Workbench_Tipsheet

• RES_Modifier_Tipsheet

• Research_Active_Hyperlink_Tipsheet

• Research_Billing_Review_Filter_By_Earliest_Date_Tipsheet

• Research_Billing_Review_Hierarchy_Tipsheet

• Research_Billing_Review_Tipsheet

• Research_Home_Dashboard_Tipsheet

• Research_Hospital_Billing_Escalation_Tipsheet

• Research_LHD_Tipsheet

• Research_Opt-Out_Tipsheet

• Research_Order_Association

• Research_Ordering_Building_Requests

• Research_Professional_Billing_Escalation_Tipsheet

• Research_Study_Enrollment_Check_Box_Tipsheet

• Research_Visit_Type_Tipsheet

• RSH_Record_Updates_Tipsheet

• Study_Monitor_Patient_Management_Tipsheet

• Tip_Sheet_Specialty_Billing_Folder

• Update_Multiple_Patient_Associations_Tipsheet

• UPHS03_Level_of_Service_Tipsheet

• Viewing_Inpatient_Admission_Data_Tipsheet                                                              Top