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!

February - Protocols: Creating and Optimizing

Learn to create and fine-tune protocols, a set of standard orders grouped together for automatic patient chart updates at session start or added later. Manage templates and build a customized protocol library for seamless clinical operations.

February - Case Record Defaults

This session will cover creating and utilizing Case Record Defaults to populate case records automatically, as well as creating and updating Case Record Field Mapping to assist with Milestones and Checking Case Times.

February - Understanding Configuration Set Layering

Participants will learn how configuration sets interact and how to avoid some common problems with layering.

March - Flowsheets: Setting Up


Explore how to set up flowsheets for tracking patient data across categories like physiological variables, medications, and laboratory results. Understand how to customize standards and create custom flowsheets tailored to clinical needs.

March - Block Schedules

This session will cover creating/editing Block times for surgeons, procedures, and procedure categories. It will also review the use of the Block Time Utilization Report.

March - Configuration Backups and Restoring a backup

Participants will learn the best practices around taking backups and how easy it is to restore them.

April - Events, Event Sets, and Macros

Gain insights into event management for capturing key clinical milestones. This session covers setting up event libraries, grouping them into event types and sets, and using macros to streamline documentation.

April - Reports

This session will discuss standard reports within the Picis ORM software application.

April - Perfect Trace and Silent Logging

Participants will learn how Perfect Trace works and how to set it up to log silently to capture intermittent, hard-to-predict problems.

May - Medication Waste & Reporting

This session focuses on tracking and reporting medication waste. It covers best practices and system configurations for accurate documentation and compliance.

May - Conditional Fields

This session will review creating conditional fields in various dictionaries/tools. Examples include Case Record Fields, Stock Dictionary, and Manage Bookings.

May - Medical Device Testing with NKTSpy

Participants will learn about the help file and how to test and troubleshoot medical devices using NKTSpy.

June - FormsBuilder


Get hands-on with the Picis Printouts Builder to create complex printout templates. Learn how to design printout models that seamlessly integrate with the patient record system for efficient documentation.

June - Manage Bookings/Case Records

This session will cover how to use the tools within Picis to filter and review Bookings and Case Records.

June - Building a Medical Device Bed File

Participants will learn how to configure medical devices to send data to the Picis clinical applications and avoid common mistakes.

July - Required/Recommended Fields

Configure required and recommended fields to ensure essential patient data is captured. This session will cover setting up fields across events, orders, demographics, and other crucial information to improve clinical workflows.

July - Audit Trails

This session will review the various audit trails within Picis ORM software application. Examples include Case Records/Bookings/SmarTrack/Application Parameters.

July - Bedside VS Multibed and How to Setup a Multibed Environment

Participants will learn the difference between Bedside and Multibed installations and how to set up the environment.

August - S.A.M (Supervisory Anesthesia Module)

An overview of the Supervisory Anesthesia Module, designed to enhance anesthesia care coordination and documentation within the Picis application.

August - User Defined Fields & Groups

In this session, we will show how to create and add fields and groups to current forms and create and retire booking and case record forms.

August - Default Templates and Hiding Templates

Participants will learn how to set the default template and go about hiding and un-hiding templates.

September – ADT Administrator

Learn how to configure and manage census windows for multiple Picis applications using the ADT Administrator. This session covers key setup considerations, sorting options, and best practices for assigning ADT functions—such as creating, transferring, and discharging patients—to ensure efficient patient flow and data accuracy across all workstations.

September - Adding/Editing Users & Groups in Security Manager

In this session, we will discuss and demonstrate how to add new users and edit current users, as well as discuss Picis Best Practices with previous employees. Additionally, we will discuss how to create new User Groups as needed.

September - Census Lists

Participants will learn how census lists are created and adjusted and where they reside within the configuration set.

October - Sepsis/Waveforms

We will cover rule-based notifications for sepsis detection and review how to set up and monitor waveforms like EKGs, enhancing patient safety and proactive care management.

October - Exception Charting

In this session, we will review how to utilize Exception Charting to quickly and accurately document supplies utilized during the case procedure. In addition, we will discuss the Preference Card Usage Analysis Report as it relates to Exception Noting.

October - Understanding Forms Builder Blocks

Participants will learn the basics of Forms Builder and how reports are created.

November - Clinical ACE Settings (Advanced Settings)

Explore the Clinical ACE settings for accessing and configuring advanced system parameters that impact clinical functionality. Understand how to manage and fine-tune these settings to meet site-specific requirements.

November - Billing Rules

In this session, we will discuss how to build a detailed and flexible billing system that automatically calculates charges based on the completed Case Record.

November - Forms Builder Printouts and Config Sets

Participants will learn how reports are added to configuration sets and some basic troubleshooting steps to take when printouts are not being processed.

December - POM Editing

This session covers the customization of the Preoperative Manager (POM), including configuring forms for evaluations, risk assessments, and anesthesia planning tailored to preoperative workflows.

December - Fun with Flags

In this session, we will review the different Application Parameters in Security Manager.

December - PCM and HL7 Interfaces

Participants will learn about the PCM and how to ensure the interfaces are running smoothly. They will also learn how to check for HL7 messages and parse those messages as needed.