EPSi Training

EPSi University

Learn more. Do more.

Our curriculum is designed to make sure you get the most out of your EPSi investment. This learning environment, exclusively for EPSi clients, creates experts where once there were only basic software users. We’re your source of industry insights and strategic guidance. It’s not only a skills training opportunity but also a place for your career building and professional development. All centralized training courses are free of charge for EPSi clients.

Available Centralized Training Courses

This advanced course offers a hands-on learning approach. A detailed overview of Strategic Product Budgeting with an emphasis on integrating the long range financial planning process with annual operating budget development will be provided. SPB requires a strong working knowledge of a variety of EPSi’s applications including PLA, Cost Manager and Budget Manager.

A deep dive introductory course that includes the steps of the costing process and an introduction to the various costing methodologies. Comprehensive training on the setup and ongoing use of Cost Manager as well as the reconciliation process and cost balancing reporting will be provided. In addition, this course includes hands-on workshops for each step of the costing process.

A deep dive introductory course that includes a comprehensive exploration of the budget process for both the general ledger and payroll budgets.  This course will also include forecasting, variance analysis and flexible budgeting.  Finally, attendees will learn how to generate both general ledger and payroll reports. This course contains hands on workshops for each step of the budget process.

December 7 – 9: Register Here

This course provides a comprehensive exploration of the Product Line Analysis application. Included within the agenda are list groups, product lines, data manager, clinical analysis, and reporting. This course is ideal for new staff members within your organization or those who need basic refresher training. This course includes hands-on workshops allowing the participants to create and load an external list, create a product line, user-defined field, ruleset, and clinical analysis codes, as well as several reports

Attendees will learn how to leverage the data coming back from the benchmarking company for reporting and variance analysis in EPSi and to incorporate real time workforce management.

This course provides a deep dive into the EPSi system’s Security Administration as well as, Portal, Report, and Data Administration. Topics will include administering user security and setup, loading and reconciling data, protecting health information (PHI), data extender, new year setup, data set maintenance, delete utilities, the data manager tool, and archiving patient data.



This workshop focuses on using costing results and Product Line Analysis to identify clinical opportunities utilizing the Clinical Analysis application. As an advanced course, this session assumes that the attendee has a good working knowledge of PLA and Cost Manager. Topics will include the development of clinical analysis codes and the use of reporting and data visualization.

As part of our ongoing efforts to provide the most educational experiences and opportunities for our clients, our Client Success Team has created content, curricula and courses to deepen the knowledge base of our EPSi software and its offerings. This Client Success portal is the go-to place for:

  • The latest EPSi software training for all software solutions
  • On-Demand Courses
  • On-Demand Webinars 
  • On-Demand recorded Virtualized Centralized Training sessions
Access your client success portal Login to EPSi University
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EPSi Share Group

Join Your EPSi Peers


This monthly meeting brings EPSi users together from across the country to discuss topics and questions that fluctuate from month-to-month.This group is open to all EPSi clients.

Download the November 16th agenda

Session details

Sep 28, 2021 at 2:00 PM CT (Moved from Sep 21)
Oct 19, 2021 at 2:00 PM CT
Nov 16, 2021 at 2:00 PM CT
Dec 21, 2021 at 2:00 PM CT
Jan 18, 2022 at 2:00 PM CT
Feb 15, 2022 at 2:00 PM CT
Mar 15, 2022 at 2:00 PM CT
Apr 19, 2022 at 2:00 PM CT
May 17, 2022 at 2:00 PM CT
Jun 21, 2022 at 2:00 PM CT
Jul 19, 2022 at 2:00 PM CT
Aug 16, 2022 at 2:00 PM CT
Sep 20, 2022 at 2:00 PM CT
Oct 18, 2022 at 2:00 PM CT
Nov 15, 2022 at 2:00 PM CT
Dec 20, 2022 at 2:00 PM CT
Have questions about training or education opportunities? Contact Us