Enhance Your Team’s Proficiency with Expert Training

As healthcare technology advances

so should your team’s expertise. Our specialists deliver top-tier Picis training, equipping users with the knowledge and insights to maximize your Picis solutions. By fostering strong solution habits from the start, we empower your team to optimize patient care and drive greater operational efficiency.

Unlock the full potential of your Picis solutions with ongoing training!

Our tailored learning paths empower your team to master key areas, including Clinical Applications, OR Manager, and Technical Administration. Stay ahead with the skills and expertise needed to drive success.

Picis Training

Frequently Asked Questions

What types of training courses does Picis offer?

Picis delivers expert-led training in three main tracks: Clinical Applications, OR Manager, and Technical Administration. These training paths are designed to align with the different roles in perioperative and anesthesia workflows at hospitals and healthcare facilities.

Who should attend Picis training sessions?

If your team uses Picis solutions, whether in the OR, anesthesia, critical care, technical/IT administration, or perioperative documentation, these courses are helpful. They’re especially beneficial for new users, power users, and system administrators looking to optimize workflows and configuration.

How long does each training session take?

Each training session is scheduled monthly and is designed to be concise yet comprehensive. For example, the Clinical Applications session is at 9 AM EST, OR Manager at 10 AM, and Technical Administration at 11 AM on the third Friday of each month.

What topics are covered in the training schedule?

Topics include creating and optimizing protocols, configuring case record defaults, flowsheets, block schedules, configuration backups, event management, reports, medication waste & reporting, forms builder, user-defined fields and groups, audit trails, ADT administration, and HL7 interface troubleshooting, among many others.

How can our facility or team register for training?

You can view the training schedule on the Picis website under the “Training” section and click “Schedule a Time to Talk with our Experts!” to register or discuss customized training needs.

Why is ongoing training necessary for perioperative software users?

Picis focuses specifically on the perioperative and critical care space, offering deep clinical expertise and software designed to streamline complex workflows. The solutions are device-agnostic, integrate seamlessly with existing systems, and reduce duplicate data entry, helping hospitals improve efficiency and patient care.

Who owns Picis?

Ongoing training helps ensure that clinical and technical teams stay up to date with best practices, software updates, workflow enhancements, and compliance requirements. Proper training empowers your team to maximize utilization of Picis solutions, optimize operations, and improve patient care.

Can training be customized to our facility’s needs?

Yes. While standard sessions are scheduled monthly, Picis offers tailored training pathways that align with your facility’s unique setup, staff roles, configuration environment, and goals. Contact Picis to explore custom training options.

What is the cost and format of training?

Details about cost may vary based on the depth of training and whether it is standard vs. customized. Training sessions are delivered by Picis specialists, often in a virtual/remote format that accommodates clinical and technical staff across locations. For precise pricing and formatting, please get in touch with your Picis account representative.

How do we measure the impact of training on our team?

Key indicators include faster user adoption, fewer documentation errors, improved case-flow efficiency, better block schedule utilization, reduced technical configuration issues, and greater return on investment from your Picis solution suite. Discuss these metrics with your Picis training specialist for a tailored measurement plan.

Schedule a Time to Talk with our Experts!

January - Building and Maintaining Units, Routes, Schedules, and Order Attributes

In this session we will review how to create and manage new units, routes, schedules, and order attributes within the Picis database, and discuss best practices for maintaining consistency across templates after upgrades.

January - Stock/TPK/Equipment Dictionaries​

In this session we will review what each of these dictionaries does and the pros and cons of putting items into one versus the other.

January - Understanding Version Control

Participants will learn how version control works and how it can be utilized in their Picis 10 environment.

February - Patient Summary TIU Notes Configuration & Troubleshooting (VA-Focused)

In this session we will review how to create and manage new units, routes, schedules, and order attributes within the Picis database, and discuss best practices for maintaining consistency across templates after upgrades.

February - Implants​

In this session we will review the dictionaries and reports available for implants and the best practices for implant charting,

February - Changing physiologic Variable Names​

Participants will learn how to change the labels on physiologic data variables.

March - The Fabulous Five & This Machine Configuration

In this session we will review what belongs on the 2nd Layer Configuration and how to use the “This Machine” configuration layer, including Printouts, Bed Files, Census Lists, Default Templates, and Hidden Templates.

March - Conflict-Checking​

In this session we will review the dictionaries, tools, and reports available for conflict-checking bookings.

March - Forms Builder Version Control​

Participants will learn how versioning works in Forms Builder and the risks of rebuilding the printout to reset the versioning.

April - Real-Time (Template) Settings

In this session we will review the REALTIME section and how to configure template-related settings, including demographics and bold-level best practices.

April - Inactive Stock​

In this session we will discuss the impact of inactive items on preference cards and the tools available to identify and resolve inactive stock items on preference cards.

April - Changing Location Description for Use in Census Lists

Participants will learn how to change the workstation description for use in their census lists.

May - Orders & Treatments Setup

In this session we will review how to build and organize medication, fluid, and treatment families, and discuss how to maintain a clean database structure.

May - Procedure Dictionary​

In this session we will discuss all the dictionaries and functionality that is affected by the Procedure Dictionary and how to properly maintain this dictionary.

May - Fixing Forms Builder Reports​

Participants will learn how to correct some common problems within Forms Builder reports.

June - Required/Recommended Fields Optimization​

In this session we will review how to configure required and recommended fields across demographics, events, and orders to improve documentation completeness.

June - Macros in SmarTrack

In this session we will review how to create SmarTrack macros and how to test and run them.

June - Using Batch Files after Installation​

Participants will learn how to use a batch file to copy specific files to previously installed systems.

July - Event Library Deep Dive​

In this session we will review how to build and organize event sets and event types, and discuss how macros can improve documentation speed and accuracy.

July - Flat Rate / Time-Based Billing Rules​

In this session we will review how to build and test flat rate / time-based billing rules.

July - Sepsis Setup​

Participants will learn how sepsis is enabled in your configuration.

August - Upgrade Readiness & Best Practices

In this session we will review best practices for preparing and validating your configuration before an upgrade, including testing, documentation, and verification steps.

August - Booking Flags​

In this session we will review the most popular booking application parameters available in Security Manager.

August - Waveforms Setup ​

Participants will learn how waveforms are enabled in the configuration.

September - Managing Database Updates & Preserving Historical Data​

In this session we will review how to update and deactivate database entries while maintaining historical data integrity and accurate reporting.

September - Multi-Facility Environment​

In this session we will review what is shared in a multi-facility environment and what tools are available to keep users in their lanes.

September - Decimal Placements for Physiologic​

Participants will learn how decimal points are configured in each template and how they affect the printouts.

October - Flowsheet Optimization & Display​

In this session we will review how to configure and customize flowsheets to improve usability, visibility, and performance.

October - Global Preference Card Updates​

In this session we will review the various global update options available in Manage Preference Cards.

October - Changing the Datatype of Physiologic​

Participants will learn how new physiologic variables are added and how to change the datatype of any physiologic variable.

November - Data Validation & Quality Checks​

In this session we will review how to perform data validation and consistency checks across demographics, orders, and event data to ensure integrity and stability.

November - Custom Field Select Queries

In this session we will review the various global update options available in Manage Preference Cards.

November - Rebuilding a Broken Configuration Set​

Participants will learn how to rebuild a corrupt or broken configuration set.

December - Security Roles & Access Rights Review​

In this session we will review how to configure and manage user roles and access rights to ensure proper permissions and minimize workflow disruptions.

December - Case Record Flags​

In this session we will review the most popular case record application parameters available in Security Manager.

December - PCM Services and IIS ​

Participants will learn the purpose behind the Picis services and how they can be refreshed or restarted.