In House Training

Thank you for signing up for Practice Insight’s Vendor Training class. We are excited to have you join us in Houston! The class is designed so that once you leave the training you should be fully prepared to bring new clients aboard! With that in mind, a few requirements for the class are listed below:

  • Each person/group should bring a laptop to follow along with the class
  • A sample customer claim file with the corresponding customer information (NPI/Tax ID)
  • A sweater for optimal comfort during the class

LOCATION:Practice Insight is located at 1 Greenway Plaza, STE 350 Houston, TX 77046.

A few helpful travel arrangements to consider when coming to training:

AIRPORT

There are 2 airports in Houston (Hobby-HOU and Bush Intercontinental-IAH). Hobby is 15 miles (20-25 minutes) from our office.Bush Intercontinental is 25 miles (45 minutes minimum) from our office. Southwest Airlines is the dominant carrier at Hobby and United Airlinesis the dominant carrier at Bush.

HOTEL

Please contact Brandon Romeroin SALES at the Courtyard by Marriott – Houston West University.His direct line is (713)-661-4660and email at . Please mention “Practice Insight” group block of rooms.It is a very nice hotel and there are many restaurants close by. They also have a shuttle that will take and pick up guests within a 3 mile radius which includes to and from our office each day for training, so no transportation is required.

The next page will list the training agenda. Please schedule your flight times accordingly. If you need to leave earlier or come later than the schedule allows, please let us know so we can try to adjust for your needs.

We are very excited to have you on board, and we look forward to seeing you and your team at the training! If you have any questions, please feel free to contact us at 713-333-6000.

Day 1 Training Agenda
8:30 am to 9:00 am / Welcome and Introduction to PI
9:00 am to 10:00 am / USB Drive/Installation of Thinwin/Demo login
10:00 am to 10:15am / Break
10:15 am to 12:00 pm / Claim Loading (Transfer Files), Working Claims (Clmmgr)
12:00 pm to 1:30 pm / Lunch
1:30 pm to 3:30 pm / Claim Manager Features
3:30 pm to 3:40pm / Break
3:40 pm to 4:10pm / Statement Manager/ E-Statements
4:10 pm to 5:00 pm / Eligibility Manager
Day 2 Training Agenda
8:30 am to 10:00 am / ERA & Denial Management
10:00 am to 10:30 am / Task Manager
10:30 am to 10:45 am / Break
10:45 am to 12:00 pm / Example/Live Customer Setup
12:00 pm to 1:00pm / Lunch
1:00 pm to 2:35 pm / Provider Record and Matching Logic
2:35 pm to 2:45 pm / Break
2:45 pm to 3:00 pm / Marketing Presentation
3:00 pm to 4:00 pm / Search Tools -- Report Manager
Day 3 Training Agenda
8:30 am to 9:30 am / Enrollment Manager
10:00 am to 10:30 am / Open Discussion
10:30 am to 10:45 am / Break
10:45 am to 12:00 pm / Loading Live claims/Working live claims
12:00 pm to 1:00 pm / Lunch
1:00pm to 1:30 pm / Admin Tools, Billing
1:30 pm to 2:00 pm / Issue/Support Manager (meet your support rep)

May 24, 2016