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 Manager 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

            Schedule Manager 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 Schedule Manager 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
            • Schedule Manager Overview completed

            Updated: 23 Aug 2017 11:19 AM
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