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 Processing
o Financial inquiry
o Batch management
o Charge processing and edits (validate/verify)
o Payment/reimbursement
o Void and Void-and-reenter (VRE)
o Auto Transactions (import charges and remittances, unassigned
payments)
o Financial Posting (updating)
o Credit balances
Billing
o 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