Allscripts PM Training Agenda

Service Desk, Aria Healthcare, March 9 – 13, 2015

Revised March 2

A. System Orientation

Navigation and tips Practice set-up and options Database options (Departments, Divisions) Security access (Security Manager, Department Security)

B. Clinical Office Modules: Workflows and File Maintenance

Registration Scheduling Documents Notes Insurance eligibility and images Referral authorization # Check-in/-out process

C. Billing Office Modules: Workflows and File Maintenance

Financial Processingo Financial inquiryo Batch managemento Charge processing and edits (validate/verify)o Payment/reimbursemento Void and Void-and-reenter (VRE)o Auto Transactions (import charges and remittances, unassigned payments)o Financial Posting (updating)o Credit balances

Billingo Claims submission (electronic, paper)o Pending claims (validation errors, held vouchers)o Unpaid claims (Insurance follow-up)o Statement processing

Collections

D. Payerpath and Additional Services

iVerify (insurance eligibility) iClaim (electronic claims) iRemit (electronic remittances) iRemind (appointment reminder calls) iBill (patient statements) Alpha II code scrubber (verify claims)

E. Reporting

General reporting fundamentals and options Operational reports Month-end close Statistical reports Custom reports and general views

F. Misc. Functionality

Office Manager PM-EHR interfaces (demographics, charges) Imports (zip code, RVU, contractual allowance) Encounter forms Auto-registration Occupational medicine invoices Ntierfiles folders

G. Aria Webinars

Trouble-shooting Charges Office Manager

Training documentation:

Training content outline System set-up manual Simply Allscripts