1. David Battle
Advanced Health Info

2. REPORT 9 –EMR TRAINING
TRAINING NEEDED
Creating a training strategy for an organization is a process that could be fairly easy or a
challenge depending on the end-users ability to adjust to the new change. An assessment has
to be completed for the organization providing the trainer with the information needed to
create a detailed strategy of what training will be needed, the way it should be conducted, and
the timeframe needed to complete the training process.The creation of the strategy would
begin with an assessment of the organization finding out what information or skills they would
like to learn. Followed by the assessment would be a GAP analysis required by each member
who would need to attend the training sessions. The GAP analysis would determine the basic
knowledge that each member had about technology and tell what they should be learning.
Based on knowledge they would be separated into groups. When the analysis was completed it
would help decide how long the training process would take and a schedule could then be
created.
This organization happens to be a medical facility that wants to make the transition
from using paper documents to performing all tasks on the computer. Committing to
technology based organization is a huge step especially when the organization isn’t familiar
with technology. Most individuals are technology illiterate which hinders the learning process
when trying to implement this type of process. Being that they are welcoming the introduction
to new technology the transition will be much easier.
The initial training would consist of learning what the windows system was and how it
operated. Assuming the staff already knows how to turn the computer on and use the mouse
and keyboard I would move to the windows interface. The windows interface training would
consist of. The basics of the interface would be learning to find programs under the start menu
and operate the directory. The function of the directories would include finding folders,
creating new folders, and deleting folders. I would then show them how to log into the system
to create a username and password while explaining the importance of security.
Installing programs will be one the most important aspects to using a computer so I
would show them how to install and uninstall all the programs they need such as Microsoft
Office. The staff would also need to know howset their email system up in which Microsoft
Outlook could be used.
Creating a website is not something you can learn in a few months. It takes years of
practice to learn how to create a decent website so I would install Wordpress on their system

3. allowing them to manage their domain and website easily. The Wordpress would contain all the
post-surgery videos, training material for patients, and paper instructions for patients.
Setting up the network connection would probably be one of the more challenging tasks
for the organization. Having to understand how the network connections work with IP
addresses would take a while for them to understand so setting up a wireless router would be
the simplest solution. They would also need to know how to set up backups and other things
like running virus protection software. So I would show them how to set a group policy to
automatically run backups, system updates, create system restore points, etc.
TRAINING SCHEDULE -16 Week Process
Assessment
Week 1
o Perform Initial Assessment - Monday - 10:00am – 12:00pm
 Have the organizational leaders perform a Delphi Analysis to see what
skills the employees would like to learn
o Assessment Data Collection – Wednesday - 10:00am – 12:00pm
 Meeting with organizational leaders to discuss the skills the staff
members would like to acquire
Analysis
Week 2
o GAP Analysis
 Give staff members a week to fill out the survey composed of a list of
skills that would be needed to learn the material they requested
 Analyze responses
 Find a champion
Design
Week 3
o Create Design and Timeframe
 Design a training strategy consisting of the tasks requested
 Tell staff what the training lessons will consist of
 Create a schedule and distribute it to the organization
Implementation
Week 4-6
o Implement Training –2 Classes/10:00am – 11:00am then 1pm-2pm
 Start with basic skills of learning how windows interface works with half
of the staff before lunch and second half after lunch
 Login and Security Informational

4.  Get staff started on practicing how to type using Mavis Beacon
Week 7
o Software Installation
 Start installing necessary software
 Show them how to install software
Week 8-9
o Software Usage
 Introduce to Lynda.com
 Show them how to use Microsoft Office: Word, Outlook, etc.
 Show them how to use Wordpress
Week 10-14 – The site will be visited for in person training
o Networking
 Group Policies, Wireless, Backups, System Restores, Printers, etc.
Week 15
o Specialized Review
 This will cover any classes that staff missed or if they have questions
about a particular section of training
Evaluation
Evaluations will be conducted starting week 4 and continuing until the final week. Each
evaluation will measure how well the knowledge is being retained.
Changes will be made accordingly to analysis
Schedule adjustments will be made accordingly
Final week analysis will be conducted measuring the final state of the organization
Week 16
o Close Contracts
 Celebrate
TRAINING TOOLS
The first training session would be about the Windows interface. Depending on whether
the organization wanted to use Windows 7 or Windows 8 would decide which training method
was used. If W7 was chosen I could walk the organization through the steps without any
assistance. If W8 was chosen I would have to use a few videos from Lynda.com because the
interface varies a little from W7. Lynda.com is a training site that contains tutorials on different
IT topics. The training process for learning how to install software would consist of watching the
webinar that I would host. The security portion is one of the most important parts. Some of the
tutorials would come from myself and some would come from HIPAA considering they probably
aren’t familiar with HIPAA’s rules concerning technology.

5. Microsoft Office products would be the next focus of the training session. Since I have a
lot of experience with Microsoft products most of the training would come directly from my
knowledge which would be compiled into a video format for the trainees to watch. It would
also be recorded so they could go back and watch the video whenever they pleased. I would
also use Lynda.com being that it contains just about all the information that would be
needed.Mavis Beacon would also be used as a training tool to teach the employees how to type
efficiently. Knowing how to type with accuracy would save a significant amount of time for the
organization.
Wordpress is a content manage system that’s easy to use which will allow them to maneuver
through the software. I will conduct a lesson through the webinar showing them how to download the
software.Wordpress is simple website where it tells you what you should click. For example, there’s an
Add Media button that would allow them to upload the post-surgery videos. If they wanted to learn the
more complicated side of web design such HTML, CSS, or PHP I would direct them to W3Schools.
Lynda.com could also be used for this training for as it covers these topics.
When preparing to show the staff members how to setup their network I would show them in
person. I believe this method is more effective than showing them via satellite. I would use videos to
show them terminology but I would hook up the systems for them while they watched then allowed
them to practice. A demonstration would be performed showing them how to set a password for the
wireless router and how to find their IP addresses. I would also demonstrate how to add a printer to
their network. Being that they would be using a wireless system I would make sure there was a wireless
printer and not have to worry about using an Ethernet port.
The training lesson to set up group policies for the entire organization would only be showed to
the organizational. Only the administrators will be controlling all the computers in the office so they
would be shown in a separate training session. There would be a video that I would only give to them. If
the other employees even knew what a group policy was they would have to search for it. I would set up
the automatic updates through the group policy and show them how to setup create a restore point in
case one the computers catches a virus or something where they have to revert back to an earlier
period. Since all these tutorials have videos the staff members can always review any topic they please if
something is unclear or forgotten.