Training Information

Training Manuals

The Velos CRB and Bulk Application training manuals are accessible when logged into Velos application. To access the manuals simply click on the question mark icon in the upper right corner of the application.

Velos CRB Training

The ACTRI Velos Team and Office of Coverage Analysis conducts detailed in-depth hands-on training sessions twice a month. During these sessions, the instructor reviews the following:

  • What is a coverage analysis and Velos role in the CA process  
  • How to navigate the Velos application
  • How to register patients to their research study  
  • How to apply patient statuses in the appropriate order  
  • How to assign a patient to a study calendar
  • How to validate study events within a visit  
  • Review billing modifiers and various events statuses  
  • How to add an unscheduled event to a visit  
  • How to move patients from one calendar to another  
  • How to run reports    

Bulk Application Training

The ACTRI Velos Team and Patient Financial Services conducts detailed hands-on training sessions twice a month. During these sessions, the instructor reviews the following:

  • Review history of bulk application and why Velos is being used
  • How to request a bulk application
  • How to navigate the Velos application
  • How to search for a study
  • How to access the bulk application forms
  • How to complete test bulk application forms (Info Form, Lab Form, Imaging Form and Billing Form)
  • How to review the audit trail on the forms and determine current status
  • Review the form statuses and how they affect receiving a finalized bulk application
  • Review various email notification that user may receive during the bulk application process

Who Should Attend Training Sessions?

It is mandatory that all new users attend a training session. Once they have attended a training session and submitted a completed and signed access request form, they will be granted access to the Velos Application. The Velos user manual is provided to the user at training and is also accessible through the Velos Application. In addition, active Velos users are encouraged to attend additional training session if they need a refresher.

How to Reserve a Space for Training

To reserve a space for either the Velos CRB Training or the Bulk Application Training, please e-mail Joyce Saria. Joyce will be able to give you the dates and time of the next training sessions and can reserve a space for you.

For any other questions regarding Velos training please contact the Velos Support Team or phone (858) 534-0555.