Our experienced trainers are experts in our products and can give you greater insight with courses such as Claim Entry, Payment Posting, and Patient Statements and Collection Files.
PracticeAdmin customers can take advantage of unlimited group training classes included as part of your monthly software subscription fees. Or, if you prefer one-on-one instruction, we also offer private training options, tailored to your specific requirements.
After this training, the user should be able to:
• add/edit patient demographics
• add/edit patient insurance information
• understand the insurance validation process
• enter CPT and diagnosis codes from an encounter form
• enter patient co-pay
• understand the Billing Applet Today screen.
(OPTIONAL - Adding workers compensation and industrial accounts)
Prerequisites:
After this training, the user should understand:
• A/R follow-up
• working buckets
• advanced claim management
• unpaid claims report
Prerequisites:
• Claim Entry class completed
• live claims in ProviderSuite
• details on your Today screen
After this training, the user should be able to:
• navigate the clearinghouse EDI portal
• understand the file confirmed and claim confirmed statuses
• understand common EDI rejections
After this training, the user should be able to understand:
• Advanced Claim Management filters
• Claim and Account Summary status descriptions
• Claim Transactions Detail tips and tricks
Prerequisites:
• Claim Entry class completed
After this training, the user should be able to:
• post a paper EOB or patient payment
• create and edit a batch
• save, hold, edit and undo payments
• understand transaction codes
Prerequisites:
• Minimum of 5 EOBs
After this training, the user should be able to understand:
• ERA posting and color coding
• unapplied payments
• payment reversal and interest payments
• working claims transaction screen
• Receivables Manager claim flow set up
• work buckets
• how to work a claim in Receivables Manager
Prerequisites:
• Posting Manual (Checks/Credit Card) Payments class completed
• 5 ERAs in the system
After this training, the user should be able to understand:
• accounting date
• management date of service
• combined reports
• suggested month-end reports
• navigating the reports application
After this training, the user should be able to understand:
• practice statement settings
• patient payment plans
• putting statements on hold
• pre-collection letters
• adding accounts to collections
• requesting and retrieving collections files
Prerequisites:
• Claim Entry class completed
After this training, the user should be able to:
• understand basic scheduling and patient demographic entry
• enter a patient co-pay payment
• run a daily close/balancing report
After this training, the user should be able to understand:
• setting up recurring appointments
• shortcuts for follow-up appointments
• report filters
Prerequisites:
• Scheduling Applet Overview completed