Navigating Tech Enabled Workflows
Navigating Tech Enabled Workflows
REGISTER: January 13, 2026 1pm-2:30pm
In this lesson, you will learn about the point of care tools available in Clarity that support monitoring your patient population through data-driven workflows.
Agenda:
Patient List Case
Using the Patient Summary for Pre-Visit Planning
Care Management Dashboard Overview
Creating and Managing Custom Reports
All times listed are Central Time Zone.
Identifying AWV Opportunities
Identifying AWV Opportunities
REGISTER: January 22, 2026 3pm-4pm
In this lesson, you will learn how you can use Clarity to identify system-level AWV performance, tools to track provider-level progress, and proactively locate patients who are due for their AWV.
Agenda:
AWV Opportunities Patient List
AWV Overview and Operations Dashboard
All times listed are Central Time Zone.
Introduction to Medical Management Dashboards
Introduction to Medical Management Dashboards
REGISTER: January 26, 2026 10am-11:30am
In this lesson, you will be introduced to the reporting dashboards that are available to track performance in key cost and utilization metrics.
Agenda:
Vista Navigation
Executive Dashboard and Performance Insights
Accurate Clinical Documentation Dashboard
All times listed are Central Time Zone.
Quality Performance Tools
Quality Performance Tools
REGISTER: January 29, 2026 2:30pm-4pm
During this lesson, you will learn how to navigate the Quality Performance Dashboard for analyzing and monitoring quality performance. This includes understanding provider and practice performance, along with creating patient outreach lists.
Agenda:
Review Quality Performance Dashboard
Analyze Performance Across Your Hierarchy
Identify Quality Opportunities at the Point of Care
Create Actionable Patient Lists
All times listed are Central Time Zone.
New User Intro Sessions
New User Intro Sessions
For All New Team Members
For All New Team Members
This high-level introductory session welcomes new users to Clarity, providing a broad overview of its capabilities and how it supports different roles across the organization. The session will guide participants through the essential features, demonstrate key workflows, and outline a training plan tailored to specific user roles.
This high-level introductory session welcomes new users to Clarity, providing a broad overview of its capabilities and how it supports different roles across the organization. The session will guide participants through the essential features, demonstrate key workflows, and outline a training plan tailored to specific user roles.
Welcome to Clarity
Welcome to Clarity
REGISTER: March 12, 2026 11am-12pm
This high-level introductory session welcomes new users to the population health platform, providing a broad overview of its capabilities and how it supports different roles across the organization.
The session will:
Guide Participants Through the Essential features
Demonstrate Key Workflows
Outline a Training Plan Tailored to Specific User Roles
All times listed are Central Time Zone. You must register for each session individually.
Basic Navigation:
Basic Navigation:
REGISTER: March 19, 2026 3pm-4pm
In this beginner session, we will take a spin through the platform so you confidently navigate to the lists and actionable data that help drive better patient outcomes.
All times listed are Central Time Zone. You must register for each session individually.
Clinical Team Onboarding
Clinical Team Onboarding
For Population Health Nurses, Clinical Managers, Care Teams
For Population Health Nurses, Clinical Managers, Care Teams
This training series will focus on the point of care tools to drive care coordination, risk and quality programs
This training series will focus on the point of care tools to drive care coordination, risk and quality programs
Session 1: Core Web Navigation
Session 1: Core Web Navigation
REGISTER: March 24, 2026 2pm-3pm
Guided walkthrough of Clarity patient lists and care coordination modules.
Session 2: Patient Registries
Session 2: Patient Registries
REGISTER: March 31, 2026 2pm-3pm
Creating and managing custom patient lists and registries to support clinical workflows.
Session 3: Point of Care Tools
Session 3: Point of Care Tools
REGISTER: April 7, 2026 2pm-3pm
Using point-of-care decision support features to prioritize outreach and manage risk.
Session 4: Quality and Risk Documentation
Session 4: Quality and Risk Documentation
REGISTER: April 14, 2026 2pm-3:30pm
Tracking Annual Wellness Visit (AWV) opportunities, performance by hierarchy and quality / risk documentation efforts.
All times listed are Central Time Zone. You must register for each session individually.
Practice and Operational Leaders Onboarding
Practice and Operational Leaders Onboarding
For Population Operational Leaders, Program Directors, Practice Managers, Centralized Population Health Admin
For Population Operational Leaders, Program Directors, Practice Managers, Centralized Population Health Admin
This training will focus on using the analytic tools in Clarity to drive performance improvement across your system.
This training will focus on using the analytic tools in Clarity to drive performance improvement across your system.
Session 1: Vista Navigation
Session 1: Vista Navigation
REGISTER: March 26, 2026 2pm-3:30pm
Understanding high-level analytics, comparative performance and actionable insights.
Session 2: Executive Dashboard and Performance Insights
Session 2: Executive Dashboard and Performance Insights
REGISTER: April 2, 2026 1pm-3pm
Using dashboards to monitor outcomes across payer contracts and aggregate data at any organizational level.
Session 3: Reporting
Session 3: Reporting
REGISTER: April 9, 2026 2pm-3pm
Creating reports to support team needs and drive quality improvement initiatives.
Session 4: Quality, Gap Lists & Utilization Reporting
Session 4: Quality, Gap Lists & Utilization Reporting
REGISTER: April 16, 2026 2pm-3pm
Reviewing quality metrics, creating patient gap lists and utilizing utilization reporting.
All times listed are Central Time Zone. You must register for each session individually.
Wrap Up and Resources
Wrap Up and Resources
For All New Team Members
For All New Team Members
Closing Session
Closing Session
REGISTER: April 22, 2026 2pm-3pm
Opportunity to ask questions, receive access to user guides, learning modules and ongoing education.
All times listed are Central Time Zone. You must register for each session individually.
