EchoOneApp Solutions

Additional Solutions for Existing Customers

As a current customer with EchoOneApp, you can take advantage of additional modules that will further optimize your platform and processes. These are just a few of the additional tools available to you. Contact your sales representative for more information or to discuss a migration to Verity!


EchoOneApp Solutions



Training KnowledgeNOWs

CME's and Meetings

This sessions is designed to review how to maintain Continuing Education Courses and Meetings within Echo.

OPPE - System and Settings Overview

We will start the OPPE series by doing a high level overview of the module and then we will discuss user permissions. Join us to learn about the settings that must be enabled in order to work with the OPPE in your environment. Understand the permissions that allow Users to build and maintain the OPPE vs simply working with Providers.

OPPE - Reports

Join us for session four of the OPPE series to learn how to build various internal reports to assist your end users with their processes. This is the final session for setting up OPPE materials before the end user process webinar.


This session is designed to review how to create and send out surveys from Echo.

OPPE - Data Placement and Imports

This is the second session in the OPPE Series, designated towards reviewing where the data will be stored for OPPE in your environment. Learn how to import data from another system into Echo on demand or be automated to reoccur.

User Defined Fields (UDFs) and Screen Extenders

This session is designed to cover the uses and benefits of User Defined Fields (UDFs) and Screen Extenders. Review permissions to build these and learn how to set them up. Explore reporting options, and finally, review options for UDFs and Screen Extenders in other Echo modules, such as Application Module.

Audit Reporting

This session is designed to cover options for Audit Reporting. Discuss Master Tables in filters and the accompanying variables. Learn about output options. Finally, explore options for automation or easy management.

OPPE - Configurations

This session is designed to cover the OPPE Module - Configurations. Discuss creating a new OPPE configuration. Explore the possibilities of the line items to set up the configuration's metrics and calculations. Lastly, review how the configuration can be attached to a provider for testing and calculating.

Task Management

Managing your applications is Join us to review the best practices for task management in your system. Learn our recommendations for the best uses of tasks to automate your processes. We will do a deep dive into manually creating tasks as well as automating tasks.

OPPE - End User Process

The final session of our OPPE series will review the steps necessary for a Provider to go through the OPPE process. Learn how to attach OPPE checklists, calculate scores, and generate reports for an individual providers or a batch of providers!

Data Import

  • Familiarizing client with the Data Import Tool
  • Cross referencing EchoOneApp screens with Data Import Tool tabs
  • Creating a complete and thorough data set for optimal EchoOneApp use

Designing and Mapping PDF Forms

  • Describe the functionality of Forms Maintenance within EchoOneApp: including Folder Setup, Downloading (from Library), Exporting, Importing, Reviewing, and Managing Forms
  • Depict how to design (add & modify) fields on both Adobe Acrobat & Nitro PDF Forms 
  • Demonstrate how to map (label) fields in both Adobe Acrobat & Nitro PDF Forms using the Design Element Clipboard in EchoOneApp
  • Display how to complete (populate) data from EchoOneApp on PDF Forms

Global Updates

  • Familiarizing client with Global Updates
  • Learn how to globally add components
  • Learn how to globally update information


  • Utilizing the Scheduler tool to set-up recurring Primary Source Verification queries
  • Creating regularly scheduled reports
  • Managing alerts to run when EchoOneApp is not in use

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Refresher for Basic MPS Functions

This webinar will provide a refresher on basic Morrisey Privileging Solution (MPS) functionality for current MPS users and will also provide basic training for new MPS users.

Delineating Privileges in Orthopaedic Surgery

This session will discuss techniques for determining which privileges to include as Primary/Core Privileges and which privileges might be designated as Special Procedure Privileges requiring additional formal training or specialized experience and how your organizations’ specific practice environment might impact those decisions. 

Delineating Privileges for Adult Critical Care Medicine

  • Delineating privileges for Adult Critical Care Medicine for intensivists
  • Cross specialty privileging considerations
  • Privileging non-intensivists to provide selected therapeutic services that cross over into critical care
  • The important role that is played by clinical/unit policies in regulating practice in Critical Care Medicine

Portal Forms 101

Portal Forms 101 will answer the burning question: Why do/don’t the forms show up in this practitioner’s portal? In this informative webinar, we’ll review types of forms, how they are stored, relationship to practitioner and to the process, where they fit into portal build and why and much more!

Optimize with System Controls

System Administrators will want to attend this webinar to learn about new system controls and the review of a few older system controls which work in conjunction with current functionality.

All About Images

All About Images will inform you about importing image from portal, linking, saving images as Document vs Response type, how images show up in MSOW and ARM packets, and the importance of organized document names.

Portal Manager Console

Managing your applications is easy when you know all the functionality in the Portal Manager Console. You’ll learn how to filter, send batch reminders, set up email template, return application or privileges to practitioner and more. Don’t miss!

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