PPS Academy – McKesson Practice Choice Training Guide
About the Training Guide
The McKesson Practice Choice Training guide is designed to identify the resources available for training
on Practice Choice. Where possible items within each section are arranged in the order that best
practices dictate to consume these items.
In its electronic version, this document provides links to those resources that can be accessed on-line.
Please access the current version of this document on-line periodically as it will continue to be updated
with additional and updated resources.
McKesson Practice Choice Training Videos
The McKesson Practice Choice Training Videos are a series of training modules that provide
demonstrations and walkthroughs of specific features and functionality of the McKesson Practice Choice
system. The videos are arranged in the recommended order for implementation and should be taken in
sequential order the first time through.
Training Pre-requisite Module
McKesson Practice Choice Overview
12:40
All Users
 An overview of the McKesson Practice Choice product providing a high level look at
Admin function and the three working components of Scheduling, Charting, and
Accounting.
Module 1: Overview and Admin Build
Getting Started in McKesson Practice Choice – Logging In
All Users
 A walkthrough of how to log in and out of the system, as well as locking the
application to prevent unauthorized users from gaining access to the system.
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2:08
Getting Started in McKesson Practice Choice – User Preferences
1:22
All Users
 Covers the admin settings configurable by the individual user. Demonstrates how a
user can change settings such as updating a password or setting the default view.
McKesson Practice Choice Admin – Roles and Users
7:04
Admin
 Covers assignment and configuration of the 6 roles in McKesson Practice Choice,
and assigning roles to users. Adding users to the system and the active setting.
Setting the provider level.
McKesson Practice Choice Admin – General Preferences
3:52
Admin
 Provides an overview of the administrative function of setting the McKesson
Practice Choice General Preferences settings. Covers the setting of Organization
Information, General, inactivity settings, gender and date settings, Scheduling
general settings, and accounting and statement general settings, and preferred
languages settings.
McKesson Practice Choice Admin – Setting Up Locations
1:40
Admin
 Covers navigating to the location section in admin. Demonstrates how to add a new
location, editing a new location and inactivating a location.
McKesson Practice Choice Admin – External Providers
2:05
Admin
 Covers navigating to the external provider screen in admin. Demonstrates how to
add an external provider to the list, and linking an external provider to a referral.
McKesson Practice Choice Admin – Referral Sources
Admin
 Covers navigating to the referral sources screen in admin. Demonstrates
how to add a new referral source to the list, and how to edit an existing
referral source.
1:45
McKesson Practice Choice Admin – Performing Centers
2:18
Admin
 Provides a definition of performing centers and lists the types of performing
centers. Covers adding a new performing center and assigning a performing center
to an order.
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McKesson Practice Choice Admin – Insurance Payer Bill by Provider Settings
2:25
Admin/Billing
(New for 1.05 – 09/24/2012)
 Covers the settings for determining the NPI and billing information for individual
payers. Specifically what information is place in the billing information when Bill by
Provider or Bill by Practice is selected on the Insurance Payer screen.
McKesson Practice Choice Admin – Statistical Providers
7:00
Admin
 Covers navigating to the statistical providers screen. Defines the purpose of
statistical providers. Covers adding and editing a statistical provider type and adding
and editing a statistical provider. Also covers associating a rendering provider with a
statistical provider.
Getting Started in McKesson Practice Choice – Communications
8:10
All Users
 Provides an overview of the Communications feature functionality and limitations,
and how to use the Communications feature of McKesson Practice Choice.
McKesson Practice Choice – BillFlash and Configuration Guide
N/A
Admin/Billing
(Updated for 1.03 – 07/06/2012)
 A guide that details the process of configuring BillFlash for use in McKesson Practice
Choice and details how to use BillFlash in McKesson Practice Choice.
Module 2: Advanced Admin Build
McKesson Practice Choice Admin – Health Maintenance Procedures and Templates
11:10
Admin
 A walkthrough of the administrative function of creating and maintaining Health
Maintenance Procedures and Templates. Covers how to create procedures, rules,
and alerts, and how to apply them to patients through the use of templates.
McKesson Practice Choice Admin – Note Management
7:15
Admin/Clinical
 A walkthrough of the administrative function of viewing and editing Note templates.
Covers how to add quick texts, pick lists, letter codes, smart codes, and insert codes
to the note template. Note templates make documentation faster, clearer, and
consistent.
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McKesson Practice Choice Admin – Order Maintenance and Order Types
4:25
Admin/Clinical
 A walkthrough of the administrative function of creating order types and order
templates. Order types are required when creating orders. This training defines
order types and demonstrates how to edit, delete, and add new order types. Covers
order type configuration, adding procedures and, order assignment.
McKesson Practice Choice Admin – Quick Text Maintenance
4:02
Admin/Clinical
 Covers creating, editing, and deleting Quick Text and Pick Lists for use in progress
notes, nurse notes, and encounter notes. Covers inserting elements into Quick Text.
Quick Text is used in notes to facilitate faster documentation.
McKesson Practice Choice Admin – Tagging Text to Elements for Deletion
16:00
Admin/Clinical
 Covers creating Tags and links between quicktext and picklist elements and
text/labels to allow text/labels to be deleted during the note Complete and Sign
process.
McKesson Practice Choice Admin – Note Template Sharing
7:20
Admin/Clinical
 Covers the process of sharing note templates between organizations. This training
video details how to send note templates, receive note templates, and utilize shared
templates by the receiving organization.
Module 3: McKesson Practice Choice Scheduling
McKesson Practice Choice – Scheduling Overview
7:15
Scheduler
 Provides an overview of the Scheduling functions of McKesson Practice Choice.
Covers searching for a patient, scheduling an appointment, and
canceling/rescheduling an appointment.
McKesson Practice Choice – Scheduling Configuration
16:45
Scheduler
 A walkthrough of the administrative functions of configuring scheduling settings.
Covers setting up appointment types, wait list settings, editing provider/resource
schedules and availability settings, calendar settings, schedule settings,
appointment slots, and unavailable times (blocks).
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Rescheduling Appointments in McKesson Practice Choice
7:45
Scheduler
(New for 1.04 – 08/30/2012)
 A walkthrough of the rescheduling features of the Scheduling module. Covers; using
Drag and Drop and Cut and Paste to reschedule appointments, rescheduling
multiple appointments at one time, additional right-click features including adding
and editing an existing appointment, adding, editing, and deleting blocks
Module 4: McKesson Practice Choice Charting
Getting Started in McKesson Practice Choice – Searching for Patients
3:35
Clinical
 An overview of how to search for a patient in McKesson Practice Choice, including
searching by name, date of birth, and account ID. Covers how to quickly navigate
through the patients who match the search criteria to find the correct patient.
McKesson Practice Choice – Encounters Overview
Clinical
 An overview of the encounters pane in a patient’s chart and demonstrates
how to create an encounter that is not linked to an appointment.
Encounters are automatically created when a patient is checked in.
2:38
McKesson Practice Choice – Multi-page Scanning in McKesson Practice Choice
Clinical/Scheduler/Billing
(New for 1.05 – 09/29/20120
 A detailed walkthrough of the Scanning item process. Covers scanning in
Scheduling, Charting, and Accounting as well as the Document Library.
Covers how to scan, editing, viewing scanned items in Practice Choice,
exporting scans, and printing scans, as well as searching and filtering in the
Document Library.
13:20
McKesson Practice Choice – Using the Override Supervising Provider Setting
1:50
Clinical
(New for 1.04 – 08/30/2012)
 Covers the Mid-Level provider use of the Override Supervising Provider setting.
Details optimizing Mid-Level claim status and when this feature must be used to
comply with Method II billing.
McKesson Practice Choice – Progress Notes
Admin/Clinical
4:23
 An overview of the progress notes function. Covers viewing existing encounter
notes, editing a note, creating a new note, attaching a file, adding a element,
entering data using quicktext and picklist elements, labels, and saving and signing a
note.
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McKesson Practice Choice – Capturing Charges
6:15
Clinical/Billing
 Covers how to capture charges based on the clinical encounter by searching for,
selecting, and utilizing diagnosis and procedure codes.
McKesson Practice Choice – Utilizing QuickText Templates in Notes
18:39
Clinical/Billing
 Covers what the three types of QuckText elements are. A detailed demonstration of
how to create QuickText elements including PickLists. A how to on using QuickText
elements in notes and note templates.
McKesson Practice Choice – Reports Overall Workflow
3:15
Billing
 An overview that demonstrates the basics of running reports in McKesson Practice
Choice.
Configuring Claims Approval Settings and Billing Workflow
12:00
Clinical/Billing
(New for 1.06 – 10/20/2012)
 Covers the three options for setting billing members’ ability to modify claim
information and coding. Covers the workflow from start of an encounter to posting
to billing.
Module 5: McKesson Practice Choice Accounting
McKesson Practice Choice – Life of a Claim
8:06
Billing
 A walkthrough of a claim from the point of patient check-in, through charting via
diagnosis and procedure coding, through billing including tracking, validation,
posting, commit to A/R, ERA, payment processing, billing, statements, and
reporting.
McKesson Practice Choice Admin – Custom Codes
Billing
 Covers creating custom procedure or diagnosis codes that aren’t preloaded in the system. Group a series of procedures or diagnoses for use as
a set or an easily identifiable charge process. Create codes for charges
outside of CPT coding or for internal non-claim billing/charges.
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5:05
McKesson Practice Choice Admin – Co-Insurance Schedules
Billing
 A walkthrough of the administrative function of setting up co-insurance
schedules for determining co-payments of patients based on provider plan
specifics. Covers variable payment percentages, setting rules and
exceptions based on procedures, and co-pay variances.
4:00
McKesson Practice Choice – Payment Screen Keyboard Navigation
7:04
Billing
(New for 1.03 – 07/06/2012)
 Covers using keyboard navigation shortcuts when entering payments into the
payment input fields of the Claims and Unapplied tabs of the Payments screen.
Details the auto-scrolling feature that eliminates the need to use the mouse to scroll
over to fields that are off-screen or hidden due to the table not being displayed
when a smaller monitor generates scroll bars on the table.
McKesson Practice Choice – Daily Updates
4:40
Billing
 Covers posting charges and co pays to Accounts Receivable. Describes the prerequisites required to post charges, and how to set search criteria. Details how to
include and exclude items from posting.
McKesson Practice Choice – Payment Search Result – Paid By Column
1:28
Billing
(New for 1.04 – 08/30/2012)
 Covers use of the Paid By Column field of the Payment Search Result display to
identify the payment source of a payment and when this information is useful.
McKesson Practice Choice – Missing Encounter Report
3:00
Billing
(New for 1.03 – 07/06/2012)
 Covers the details and how to run the Missing Encounter Report. Defines the
parameters for running the report and details the fields of the report. Special
considerations within the report are defined.
McKesson Practice Choice – Deposit Slip Report
4:22
Billing
(New for 1.03 – 07/06/2012)
 Covers the details and how to run the Deposit Slip Report. Defines the parameters
for running the report and details the fields of the report. Special considerations
within the report are defined.
McKesson Practice Choice – New Purchase VS Claim
2:19
Billing
 Covers how to capture charges that are not generated from the clinical encounter.
The new purchase functionality is used for the sale of supplies or services such as
lenses, cosmetics, vitamins, or other similar items or services.
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McKesson Practice Choice – Patient Inquiry
6:05
Billing
 Covers how to capture perform a patient inquiry within the accounting view. Details
how to select a patient and view claims and unapplied amounts in patient accounts.
Applying claim payments , moving payments to claims and unapplied amounts.
Module 6: Review Meaningful Use Documentation
EHR Incentive Programs Beginners Guide
N/A
Admin/Clinical
 Beginners guide from the DHHS and CMS entitled “An Introduction to the Medicare
EHR Incentive Program for Eligible Professionals” that covers Meaningful Use.
McKesson PPS Academy Meaningful Use Overview Guide
Admin/Clinical
 Overview of Meaningful Use, from eligibility and requirements to Stages.
N/A
McKesson PPS Academy Meaningful Use Performance Metric Guide
N/A
Admin/Clinical
 Overview of how each Meaningful Use performance metric is calculated, including
what information is entered in McKesson Practice Choice to fulfill the objective.
McKesson PPS Meaningful Use Consulting Services Bulletin
N/A
Admin/Clinical
 A bulletin detailing the consulting services McKesson PPS provides. Note: Remote
training provided by the Implementation Consultants is not offered for the
McKesson Practice Choice product line. All other services are available.
Module 7: Established User Features and Notifications
McKesson Practice Choice – Tips and Tricks
3:58
All Users
 Features Tips and Tricks of the McKesson Practice Choice product that can be
utilized to more effectively use the product. Details features that enhance or
simplify using McKesson Practice Choice.
McKesson Practice Choice – Release 1.03 Update
4:33
All Users
 Covers updates to McKesson Practice Choice 1.03 that are not covered as separate
training modules and lists the major updates to 1.03 that are covered as modules.
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McKesson Practice Choice – Release 1.04 Update
4:33
All Users
(New for 1.04 – 08/30/2012)
 Covers updates to McKesson Practice Choice 1.04 that are not covered as separate
training modules and lists the major updates to 1.04 that are covered as modules.
McKesson Practice Choice – Release 1.05 Update
4:33
All Users
(New for 1.05 – 09/24/2012)
 Covers updates to McKesson Practice Choice 1.05 that are not covered as separate
training modules and lists the major updates to 1.05 that are covered as modules.
McKesson Practice Choice – Simulation Activity – Schedule an Appointment
2:00
Scheduler
 A simulation providing a guided simulation of scheduling a simple appointment.
McKesson Practice Choice – Simulation Activity – Chart a Patient Encounter
2:00
Clinical
 A simulation providing a guided simulation of charting a simple patient encounter.
McKesson Practice Choice – Simulation Activity – Post a Claim
Billing
 A simulation providing a guided simulation of posting a simple claim.
2:00
Module 8: RelayHealth and RelayHealth Collaboration Compass
Managing/Removing Multiple Patient Listings in RelayHealth
3:15
Clinical
(New for 1.05 – 09/24/2012)
 Resolving the issue of multiple or duplicate patient records in RelayHealth. Covers
what to do to avoid generating duplicate records in RelayHealth when importing
Demographic data from a legacy system, and how to handle them if they occur.
Collaboration Compass – Getting Started
Admin/Billing
Collaboration Compass – Customizing Collaboration Compass
Admin/Billing
Collaboration Compass – Researching Claims and Remittances in Compass
Admin/Billing
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McKesson Practice Choice Sales Certification Training & Documentation
The Sales Certification Training series is a group of training three modules presented by Chris Wetzel,
VAR Solutions Specialist designed to train a VAR in the McKesson Practice Choice sales process. This
training is a pre-requisite to Sales Certification test.
McKesson Practice Choice – Sales Certification – Module 1: Introduction

This video presents the Key Value Propositions, System Structure and Data and Where
McKesson Practice Choice fits in the McKesson portfolio of practice management and
electronic health record solutions. This training is approximately 29 minutes in length.
McKesson Practice Choice – Sales Certification – Module 2: Sales Demonstration Training

This video presents how to effectively demonstrate McKesson Practice Choice
effectively to a prospective customer. Specifically how to Prepare for the
demonstration, Tips on presenting the system, and a sample demonstration.
Additionally a preview of the Sales Certification test is presented. This training is
approximately 1 hour and 8 minutes in length.
McKesson Practice Choice – Sales Certification – Module 3: Sales Process

10/20/2012
This video presents the sales and implantation process for McKesson Practice choice.
The Contracting tools and process are presented as well as the implementation process.
A breakdown of the price points and options for offering McKesson Practice Choice and
next steps. This training is approximately 40 minutes in length.
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McKesson Practice Choice Best Practices & Supplementary Documentation
As procedures and processes are fine tuned and tweaked, best practices are identified and developed
within the McKesson Practice Choice community. When these procedures and processes are identified
and codified the PPS Academy will share that knowledge through additional training modules.
Additionally supplementary documentation may be released to cover topics or issues that arise or
provide clarification concerning McKesson Practice Choice. In this section the Academy provides
reference and access to these materials as they are identified, developed, and released.
McKesson PPS Meaningful Use Consulting Services Bulletin

The bulletin details all of the consulting services McKesson PPS provides. Note: Remote
training provided by the Implementation Consultants is not offered for the McKesson
Practice Choice product line. All other services are available.
McKesson Practice Choice BillFlash Configuration and Use Guide

A guide that details the process of configuring BillFlash for use in McKesson Practice
Choice and details how to use BillFlash in McKesson Practice Choice.
McKesson Practice Choice and RelayHealth Interface Guide

A guide to effective utilization of RelayHealth and McKesson Practice Choice as an
integrated package. Provides tips and best practices for getting the most out of the
integration and interoperability of these two online applications.
McKesson Practice Choice Notes Functional Changes Update Guide

This document covers the Changes and Updates that were made to the Notes function
of the Charting section. These changes and added functionality reflect revisions made to
the version 1.0.0 release published on 5 December 2011.
RelayHealth Feature Guides and Resource Library

This web page provides resources and documentation on RelayHealth. The information
is provided to facilitate the utilization of RelayHealth within the McKesson Practice
Choice integration. These resources provide information on RelayHealth only.
EHR Incentive Programs Beginners Guide

10/20/2012
A beginners guide from the DHHS and CMS entitled “An Introduction to the Medicare
EHR Incentive Program for Eligible Professionals” that covers Meaningful Use topics.
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McKesson PPS Academy Meaningful Overview Guide

This guide provides an overview of Meaningful Use, from eligibility and requirements to
Stages. Provides details on how to utilize and contact McKesson Meaningful Use
Strategic Team (MUST). The purpose of MUST is to increase knowledge and
understanding of Meaningful Use as it relates to Physician Practice Solutions (PPS).
McKesson Practice Choice Meaningful Use Performance Metric Guide

10/20/2012
This guide provides an overview of how each Meaningful Use Performance Metric is
calculated, including details of what information in entered in McKesson Practice Choice
to fulfill the objective.
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October 2011 VAR Summit Handouts
The following handouts and presentation slide deck was used during the October 2011 McKesson
Practice Choice VAR Summit. During the summit two days of classroom training were delivered. The
handouts were supplementary to classroom training and are provided as an indication of the material
that was covered.
McKesson Practice Choice Tech Training Presentation Slide Deck

This was the slide deck used during the VAR Summit Training. The notes contain some
additional information as well as the content slides.
Session I & II – System Configuration handout

This handout provides a list of the System Configuration items and sections that were
covered in the presentation. The order of items is significant.
Session III – Clinical Administration handout

Clinical terms and definitions with relationship to their context within McKesson
Practice Choice.
Session IV – Workflow and Progress Notes handout

A scenario and step action table of the clinical workflow of a patient encounter from a
high level overview and notes on encounter specifics.
Session V – Scheduling PM handout

An outline of the topics covered within this section of the Summit training for McKesson
Practice Choice Scheduling component.
Session VI – Billing PM handout

An outline of the topics covered within this section of the Summit training for McKesson
Practice Choice Accounting (Billing) component.
Session VII – Charting PM handout

10/20/2012
A detailed outline of the topics covered within this section of the Summit training for
McKesson Practice Choice Charting component.
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Session VIII – McKesson Practice Choice Meaningful Use Performance Objective Guide

Provides an overview of how each Meaningful Use Performance Metric is calculated,
including what information is entered in McKesson Practice Choice to fulfill the
objective.
Session VIII – McKesson Practice Choice Meaningful Use Info Questions handout

10/20/2012
A series of questions regarding Meaningful Use Performance Metrics with regard to
McKesson Practice Choice.
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Practice Choice Exercises Guide Workbook
The McKesson Practice Choice Exercises Guide Workbook provides a series of pre-defined exercises that
guide the user through the most common tasks performed using McKesson Practice Choice. The guide is
segmented into four sections corresponding to the four working areas of McKesson Practice Choice,
Scheduling, Charting, Accounting, and Administration. Each section has a series of exercises that build
on one another. Where workflow is an important factor in the tasks the exercises follow workflow,
otherwise the exercises progress based on complexity of the task.
The McKesson Practice Choice Exercises Guide Workbook is intended for use with the McKesson
Practice Choice Sandbox / Demo Environment. End-user organizations will be provided access and login
information for this site under separate cover. VARs should use the site provided to them as a
demonstration site. For help in completing the tasks review the McKesson Practice Choice Training
videos.
Practice Choice Certification Exam
The McKesson Practice Choice Certification Exam provides an assessment of the key learning points and
functionality of the McKesson Practice Choice product. The exam is updated routinely to reflect the
most recent product release. As a VAR the McKesson Practice Choice Certification Exam is one of the
requirements. You must pass the exam with a score of 80% or higher.
To register for the VAR exam, send a request to take the exam with your name and VAR information to
[email protected] .
End Users may take the end-user version of the certification exam as a guide and reference to their
understanding of the McKesson Practice Choice system. The End User is not required to pass the exam.
To register for the end-user version of the exam, send a request to take the exam with your name,
contact information, your organization information, and your VAR contact information to
[email protected] .
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