PracticeAdmin Training Course Catalog

PracticeAdmin Training Course Catalog

PracticeAdmin Training Courses

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. 

⇒ For the group training class catalog, go to https://attendee.gototraining.com/2923d/catalog/4288312322618218752


⇒ For private, one-on-one training classes, go to https://attendee.gototraining.com/2923d/catalog/3920392642221126400
 (Fees apply.)

Claim Entry

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:

  • Minimum of 5 patients and 5 encounter forms

Claim Follow-Up

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

EDI Portal Overview

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

Advanced Claim Entry and Q&A

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

Posting Manual (Checks/Credit Card) Payments

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

Posting Electronic (ERA) Payments

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

Reports Overview

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

Patient Statements and Collection Files

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

Scheduling Applet Overview

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

Advanced Scheduling Applet and Q&A

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


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