A 30-day Tasy study plan for people joining a hospital
People joining a hospital usually learn Tasy from a colleague's screen. A four-week plan with reading, practice in the training environment and one assessment per week.
People who join a hospital that runs Tasy, whether at the front desk, in billing, in controlling or in data analysis, usually learn the system by watching a colleague's screen. That covers the task of the day and leaves gaps in everything else: the new employee knows their own step, but not where the data they receive comes from or where what they record goes. This study plan organizes the first 30 days into four weeks, with reading, practice in the training environment and an assessment at the end of each week.
The plan is for administrative and management roles. Clinical teams follow the hospital's clinical training, which comes first.
Before day one
- User created with the role's profile (access profiles).
- Access to the training environment, with test patients.
- A key user from the department as mentor.
- The hospital's internal manual and the Tasy glossary.
Week 1: the system and the patient
| Day | Study | Practice |
|---|---|---|
| 1 | How Tasy is organized: modules, facilities, departments (Tasy modules) | Log in, switch facility, log out |
| 2 | Patient and encounter: the distinction that confuses most | Search test patients by three criteria |
| 3 | Patient identification and same-name patients | Exercises 3 to 6 (Tasy exercises) |
| 4 | Scheduling and front desk | Exercises 7 to 13 |
| 5 | Review with the mentor | Week assessment |
Week 1 assessment: open a complete outpatient encounter for a test patient without help and explain the difference between patient and encounter.
Week 2: the path of an encounter
| Day | Study | Practice |
|---|---|---|
| 6 | Emergency department and triage | Exercises 14 and 15 |
| 7 | Admission and bed management | Exercises 16 to 19 |
| 8 | Census, patient-days and occupancy (daily census) | Exercise 20 |
| 9 | Orders, administration records and tests (administrative view) | Exercises 21 to 27, with the mentor |
| 10 | Review | Week assessment |
Week 2 assessment: follow a test patient in the training environment from the ED to discharge and check the day's census.
Week 3: supplies and the account
| Day | Study | Practice |
|---|---|---|
| 11 | Pharmacy: dispensing and returns | Exercises 29 to 31 |
| 12 | Inventory and purchasing | Exercises 32 to 35 |
| 13 | The hospital account: where each item comes from (the hospital account) | Exercises 36 to 38 |
| 14 | Authorizations and closing | Exercises 39 to 41 |
| 15 | Review | Week assessment |
Week 3 assessment: open the account of a test encounter, point out the source of each item and find the error prepared by the mentor.
Week 4: billing, data and the whole case
| Day | Study | Practice |
|---|---|---|
| 16 | Batch, denial and appeal (claim denials in Tasy) | Exercises 42 to 44 |
| 17 | Reports: why two reports give different numbers | Exercises 45 to 47 |
| 18 | Hospital indicators | Exercises 48 to 50 |
| 19 | The end-to-end case (end-to-end case in Tasy) | Run the whole case |
| 20 | Final assessment | See below |
Final assessment: run the end-to-end case alone, with two errors introduced by the mentor, and explain where each error shows up.
Days 21 to 30
The last ten days are real work in the department, with the mentor close by:
- department tasks in production, checked by the mentor at the end of the day;
- one department checklist in use (15 checklists in Tasy);
- one conversation a week with a neighboring department the new employee receives information from or hands it to.
Adjustments by role
- Front desk and scheduling: more time in weeks 1 and 2; week 3 covers only the account.
- Billing: weeks 3 and 4 with twice the exercises; add the rules of the main payers.
- Controlling and data analysis: week 4 extended with Tasy tables for BI and report-to-BI reconciliation.
- Supplies: week 3 extended with stock counts and traceability.
Who writes this
Domínio has worked for more than 20 years with hospitals that run Tasy and helps onboard people joining billing, controlling and data teams. To adapt this plan to your hospital, reach us on WhatsApp or at comercial@dominiocontabil.com.br.
Related questions
Are thirty days enough?
To know the path of an encounter and work safely in one's own department, yes. Mastering each payer's rules or the Tasy tables takes months.
Is a training environment needed?
For the practice, yes. Without one, the plan is limited to reading and following the mentor.
Should the mentor be from the same department?
Preferably. On the neighboring-department days, a key user from that department helps.
What about people who used Tasy at another hospital?
They can skip parts of weeks 1 and 2 but should take the assessments: configuration changes from one hospital to another.
Written by the Domínio team behind Clic Health: accountants, controllers and developers with more than 20 years of work with hospitals that run Tasy. Have a question about Tasy? Talk to us on WhatsApp.