PDS offers a wide array of trainings and workshops to suit your healthcare
reporting needs.

Academy Training

PDS Academy Training is offered to supported customers at no additional charge. These classes mirror our best-practice remote and on-site training classes, but are taught with PDS standard data reporting capabilities – not necessarily your specific custom-delivered solution. Presented in a lecture-style format, you can follow along with your PDS data and tools – the only thing Academy classes do not include is the one-on-one feedback you would receive in a custom or customer-specific class. This is a great way to refresh your skills or start training a new user; classes are limited to customers who have the appropriate licensed modules and are first-come, first-served.

PDS Training Classes

PDS offers a wide array of classes to suit your healthcare reporting needs. In addition to our comprehensive program of instruction covering our unique dashboard and reporting tools, we offer MicroStrategy and IBM Cognos software application classes. These highly interactive classes employ either your data or PDS’ healthcare data set, with a focus on common healthcare reporting scenarios. Standard PDS training documentation is included. Custom documentation services are also available. 

Choose Internet Classroom or Onsite Training

Internet classroom training is the most cost-effective option for the majority of our clients, with the instructor and participants interacting online and via voice conferencing. PDS also conducts onsite training and provides customized classes to optimize your learning experience.

Class Schedule

All classes are conducted in three-hour sessions; some classes require more than one session. Multiple class sessions are typically scheduled with a day in between to allow participants to practice their new skills and return to class with questions.

PDS Training – Your Way

Is “standard” not your style? We can set up custom training for one or for a crowd. And we will tailor that training to the roles and tasks you specify. Want to learn it fast or take it slow? You set the pace of your instruction, and PDS will follow.

Course Registration

PDS is ready to work with you to design the training you need. Please CONTACT PDS for more information about any of our training services. See you in class!

Upcoming Workshop & Academy Training Schedule: 

To register, email This email address is being protected from spambots. You need JavaScript enabled to view it. indicating the session(s) you wish to attend.


Schedule for March 2019

  • PDS Advanced Denials - Academy Training*

    March 26, 2019

    Management of denials is not always exciting to discuss, but when left unchecked, denials can lead some organizations to lose up to 20% of their reimbursement. Additionally, the staff and resources required to rework, and appeal denied claims can create significant costs and inefficiencies. The use of analytics and focused dashboards is critical to communicate effectively across the organization and highlight immediate needs for focus. In this training, you will learn how analytics and dashboards can identify critical problem areas; detail which charges are being denied, which payers are the primary deniers of our claims and what the reasons are for the denials; and identify abnormally high volumes of denials which demand immediate attention. In addition, we will discuss how analyzing patterns of denial resolutions can be used to provide organizations with the information they need to more effectively appeal claims and prevent charges from being denied upfront. We discuss steps and strategies organizations can take to implement changes in process and procedures. Learn ways organizations deal with physicians, payers and patients to help make claim submission as clean as possible and ensure your practice is getting paid appropriately.

  • PDS iMPower Visual - Academy Training*

    March 27, 2019

    Get started with PDS iMPower Visual by learning the skills you need to create visual web dashboards. During the class, you will learn to navigate through the visual tool and the key steps to creating a visual web dashboard, as well as functions to enhance the dashboard with filters and interaction for quick analysis. In addition to these skills, you will learn to leverage PDS iMPower Visual by combining multiple datasets into a single visual web dashboard.

 *License Required


Schedule for April 2019

  • Tableau I - Academy Training*

    April 8, 2019

    Learn everything you need to know about Tableau visualization by mastering the skills you need to create visual web dashboards that function as powerful analytic tools. Class I will take you through the basics of navigating the visual tool and creating worksheets, the building blocks of web dashboards. You’ll discover how to build and format multiple visualization types to best display data and report on performance.

  • Tableau II - Academy Training*

    April 9, 2019

    In Class II, you’ll learn how to use Tableau’s powerful capabilities to combine multiple worksheets and visualizations into a single visual web dashboard, plus how you can enhance your dashboard and speed up analysis with filters and interaction.

  • Get Ahead by Blending Revenue with Expense Data

    April 10, 2019

    Come to this workshop to see and discuss key design principles to help you build powerful dashboards to monitor performance against budget that include detail and summarized data. Dashboards are more powerful when revenue, expense and budget data is blended with volume and productivity metrics. Visualization techniques that leverage PDS DASH or visualization software will help you design and blend metrics to present financial and statistical analyses effectively.

  • PDS iMPower I - Academy Training*

    April 11, 2019

    Get started with PDS iMPower, our web-based analytics solution, powered by the MicroStrategy BI suite, by learning the basics necessary for analyzing data in reports. During Class I, learn to navigate through the tool, create new reports and perform basic report options (sorting, drill to detail, working with pivot buttons, page by and filtering) as well as how to export data.

  • PDS iMPower II - Academy Training*

    April 12, 2019

    Class II will expand on report options with topics including grouping data (derived elements), totals, calculations and report formatting.

  • PDS Driving Success with Tableau

    April 15, 2019

    Come learn how PDS can move you forward with Tableau visualizations. See various healthcare visualizations presented in Tableau and why they are effective. The workshop explains the variety of engagement options, training offerings and consulting services available from PDS to maximize your usage of Tableau. Anyone who wants to learn how PDS can assist with their Tableau success should attend this workshop.

  • PDS DASH Power Features - Academy Training*

    April 16, 2019

    This training shares power features that deliver significant value to PDS DASH. Understand how to take advantage of advanced functions and learn significant time-saving tips with this Academy Training. Key PDS DASH concepts include delete rows, summary, and common data sources and jobs. Polish your dashboards with techniques on how to bring attention to the key metrics and data fluctuations. A review of best practices for handling various data source structures is included. Learn how to bring your dashboards to the next level; topics include how to create enhanced visual interactive dashboards and how to add more details to your existing dashboards.

  • PDS Patient Access - Academy Training*

    April 18, 2019

    Analysis and reporting on your key scheduling KPIs are critical to your organization’s success. This class will walk you through the core reporting capabilities inherent in PDS Scheduling and PDS Patient Access (Scheduling Utilization and 3rd Next) datasets. You will learn how to work with the various cubes and data marts to identify gaps in patient access, no-show and same-day cancellation rates and probabilities, capacity issues by location and visit type, variances between 3rd Next Available appointment days (what could happen) and scheduling lags (what did happen). We will also analyze the impact of overbooking, frozen, held and blocked time periods. An additional focus will include PDS best practice dashboards for scheduling and patient access data.

  • Managing Users with Guided Analytics

    April 22, 2019

    PDS iMPower customers have a variety of tools available to design, publish and distribute analytics and visualizations effectively. Come learn how to deliver analytics in a controlled manner using Reporter licenses, which can easily expand the breadth of your solution with minimal investment. There is no reason to worry about users having too much power when you pair the right license with the right skill level of the user. Guided analytics is all about managing effectively. Bring your questions and learn more.

  • PDS DASH I - Academy Training*

    April 23, 2019

    This class will cover how to generate Excel-based dashboards using PDS DASH. Topics for Class I include a review of PDS DASH functions, project components and data source requirements. We will review the concept of Excel templates, index requirements, detail data sources and the use of cross references. We will also create sample PDS DASH projects and generate dashboards during Class I.

  • PDS iMPower Visual - Academy Training*

    April 24, 2019

    Get started with PDS iMPower Visual by learning the skills you need to create visual web dashboards. During the class, you will learn to navigate through the visual tool and the key steps to creating a visual web dashboard, as well as functions to enhance the dashboard with filters and interaction for quick analysis. In addition to these skills, you will learn to leverage PDS iMPower Visual by combining multiple datasets into a single visual web dashboard.

  • PDS DASH II - Academy Training*

    April 25, 2019

    In Class II we will discuss the use of summary data sources, examine delete-from-rows functionality in more detail and review the various job functions. We will also work with modifying different Excel templates for use with PDS DASH.

  • You Say Goodbye, I Say Hello—Moving from Producer to PDS DASH

    April 26, 2019

    Imagine creating those month-end reports in a fifth of the time? Say goodbye to PDS Producer and hello to PDS DASH—you won’t lose any of the functionality you’re used to; in fact, you’ll gain significant flexibility and speed. Blend and join virtually ANY data into a dashboard in hours, as well as use PDS DASH to simplify creating web-based visualizations. Most PDS DASH projects run in 10%-20% of the time it takes Producer to create. Understand why over 90% of Producer clients have already unlocked the lightning power and performance of PDS DASH.

  • PDS Tableau Advanced - Academy Training*

    April 29, 2019

    Tableau Advanced Academy Training will cover topics needed to create powerful interactive visualizations. During the class learn how to create a variety of advanced formatting techniques and best practices. Topics include advanced calculations, conditional formatting, utilizing groups and sets, as well as data joins.

  • PDS DASH—Basics for Beginners

    April 30, 2019

    Are you new to PDS DASH? Leveraging metrics from your existing business intelligence or reporting tools, you can quickly create, publish and automate professional-looking dashboards ready for publication and distribution. Topics include an overview of DASH, building a DASH project, different types of data sources, run modes and dashboard tips. This workshop is for new users who need to understand the variety of ways PDS DASH delivers results.

 *License Required

Call PDS 203.262.9224