Sales University PracticeSuite Sales Training University Dashboard This shows insurance name, billing method, what was billed, paid, adjusted off, what is outstanding and estimated payment. Estimated payment shows what you should collect based off of fee schedule. Helps track underpayments (7-11% of claims are underpaid). 20 Min. Security Menu Don't need to show, just explain that PM offers security to restrict users by what menu (e.g. charges), submenu D8:E8 under charges, edit claims), time and date and IP address they can access the system. Specifically, on IP address restriction, this prevents... 15 Min. Scheduler Go to Scheduler on the left-hand menu bar -Resource can be a person ( e.g. doctor), piece of equipment (eg. MRI, Ultrasound) or room (e.g. in-house lab -We offer text and email reminders (one way, no confirmation) up to one day in advance or further out. 20 Min. Patient Menu Go to patient on left hand menu bar>search for a completed patient record Show a completed patient record in PM. 30 Min. xSuperbill Go to charges>xsuperbill to bring up the screen. Demonstrates where all charges come in from EHR. Go to charges, xsuperbill, select charge master/UB04 30 Min. Claims Workbench Go to charges>Submit claims This area will demonstrate how to submit claims, check claim status, correct rejected claims and resubmit them 20 Min. ERA Posting Go to Payments>ERA Posting Electronic Remittance Advice is an electronic version of a paper explanation of benefits, which allows you to auto-post payments as opposed to manually posting them. 30 Min. Collections Manager Go to Collections manager>click on the bubble denials and hit the green search button on the far right - The collections manager is one of the biggest differentiators of PM. This allows you to sort all of your denied... 20 Min. Reports Go to Report central and select the reports tab -All reports can be filtered and generated in PM and can also be exported into excel or PDF 20 Min. Full length (40min) sales demo
