In This Video You Will Learn
Review Home and Dashboard and a general understanding of the application layout. Also, how to add and review To Do (Tasks). Review KPIs and how to customize the KPIs that need to show on the KPI dashboard widget.
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)
Items To Demo
- To do list (create follow-up items)
- Claims dashboard
- “Favorite KPI (Key Performance Indicators)”