The following Webinars are presented on a recurring basis, but do require an advance enrollment.

A typical outline for each Webinar is presented in this document and can be referenced with the Table of Contents below.

Table of Contents

Security

Table Maintenance

Account Information

Introduction to MedEvolve v5

Practice Insight:

Scheduler

Document Management

Administrative Standard Reports

Charge Posting

Patient Collections I – Set-up

Patient Collections II - Worksheet

Insurance Follow up

Data Mining

Insurance Payment Posting

Webinar Series Timetable/Zone Reference

Monday

Security

(8AM & 1PM Central Time)

  • Set-up and assign security options toUser groups
  • Add a new User
  • Attach a user to a group
  • Reset a password
  • Explain the difference between adding rights to a user and to a group
  • Explain individual security options

Table Maintenance

(10AM & 3PM Central Time)

  • Table overview: Account Billing and Account Category
  • CPT Fees: creating, editing, alternate schedules, and inactivating
  • Diagnosis codes: creating, editing, and inactivating
  • Location set-up and high impact fields
  • Resource set-up and high impact fields
  • Explain Insurance Categories and Insurance Plans
  • Insurance Plan creation
  • Table overview: Provider Numbers
  • Appointment Template Maintenance
  • Appointment Reason
  • Appointment Category
  • Demonstrate Appointment Template creation and editing
  • Demonstration Appointment Series creation and editing

Tuesday

Account Information

(8AM & 1PM Central Time)

  • System/Windows Navigation
  • Tool Bar, Menu Bar, Action Bar
  • Accessing Account Information
  • Enrolling a New Patient
  • Editing an Existing Patient
  • Account Tree
  • Insurance Refiles
  • Demand print options for documents and patient reports

Introduction to MedEvolve v5

(9AM& 2PM Central Time)

  • Demonstrate User Interface, Account Information, and Scheduler changes
  • Navigating and Editing the Patient Home
  • Introduction to new Toolbar
  • MedMats
  • New forms: Problem List, Medications, History, Visits, Charts, Vitals
  • Navigating and Editing the MedMats
  • Defining and Accessing
  • Optional Forms
  • Navigating around the E-Superbill
  • Creating a Template
  • Attaching Template to a Resource
  • Creating an E-Superbill from Account Information and Appointment MedMat
  • Using the Recall Queue
  • Tasks

Practice Insight:

(3PM Central Time)

  • View claim files and individual claims
  • Work invalid/rejected/denied claims
  • Search for claims
  • Manually download ERAS
  • Generate standard reports, letters, and claim list
  • Add/edit memos

Wednesday

Scheduler

(8AM & 1PM Central Time)

  • Ad Hoc appointment scheduling
  • Accessing appointment scheduler
  • Navigation through the scheduler
  • Scheduler view options
  • Scheduling an existing patient
  • Scheduling a new patient
  • Editing an appointment
  • Copying, Rescheduling, and Cancelling an appointment
  • Blocking an appointment slot
  • Printing Demand Print Documents, Superbills, and paper schedules

Document Management

(10AM Central Time)

  • Document Groups:
  • Explain the purpose of creating document groups and its securities
  • Create aDocument Group and its demonstrate its securities
  • Document Importer
  • Explain how documents can be imported into MedEvolve and its securities
  • Assigning metadata and renaming features
  • Document Templates
  • Explain template file formats for importing and its securities
  • Importation of Templates
  • Template Properties: types, individual properties, and editing
  • Document Tracker
  • Explain the function of Document Tracker and its securities
  • How Tracker works to find documents
  • How documents can be edited, emailed, faxed, and deleted

Administrative Standard Reports

(3PM Central Time)

  • Aged Receivables
  • Practice Financial Analysis
  • Revenue & Service Analysis
  • Examples of reports created via Account Analysis

Thursday

Charge Posting

(8AM & 1PM Central Time)

  • Creating a new control
  • View old controls
  • Posting Charges and over the counter payments in Bulk Posting
  • Posting Charges and over the counter payments in Visits /Transactions
  • Balance a control
  • Print a control’s Transaction Journal
  • Edit a control
  • Close a control

Introduction to MedEvolve v5

(9AM& 2PM Central Time)

  • Demonstrate User Interface, Account Information, and Scheduler changes
  • Navigating and Editing the Patient Home
  • Introduction to new Toolbar
  • MedMats
  • New forms: Problem List, Medications, History, Visits, Charts, Vitals
  • Navigating and Editing the MedMats
  • Defining and Accessing
  • Optional Forms
  • Navigating around the E-Superbill
  • Creating a Template
  • Attaching Template to a Resource
  • Creating an E-Superbill from Account Information and Appointment Medmat
  • Using the Recall Queue
  • Tasks

Thursday Cont.

Patient Collections I – Set-up

(10AM Central Time)

  • Set-up 1 letter series and level
  • Set-up 1 payment plan series and level
  • Set-up a Collector
  • Set-up a Group and Assignment
  • Run Collections Process
  • Show Collection Reports from process

Patient Collections II - Worksheet

(3PM Central Time)

  • Discuss Worksheet Icons
  • Discuss Account number Color- codes
  • Open Incident
  • Open Promise
  • Open Account Information
  • Add Memo
  • Send Documents
  • Reassign Collector

Friday

Insurance Follow up

(8AM & 1PM Central Time)

  • Review Daily Process and Archive
  • Unprocessable claims report
  • Insurance filing report
  • Confirmations
  • Delinquent Transaction report
  • Insurance Collections

Data Mining

(10AM Central Time)

  • Accessing and navigating Data Mining Module
  • Creating Data mining views
  • Saving Views
  • Printing and exporting views

Insurance Payment Posting

(3PM Central Time)

  • Creating a new control
  • View old controls
  • Posting Insurance payments
  • Posting Insurance Adjustments
  • Posting COB information (Secondary’s)
  • Balancing the control
  • Printing the control
  • Editing the control
  • Closing the control
  • Secondary claims processing (COB)

Webinar Series Timetable/Zone Reference

WEBINAR / Pacific / MTN / Central / Eastern
MONDAY / Security / 6A & 11A / 7A & 12P / 8A & 1P / 9A & 2P
Table Maintenance / 8A & 1P / 9A & 2P / 10A & 3P / 11A & 4P
TUESDAY / Account Information / 6A & 11A / 7A & 12P / 8A & 1P / 9A & 2P
Introduction to MedEvolve v5 / 7A & 12P / 8A & 1P / 9A & 2P / 10A & 3P
Practice Insight / 1P / 2P / 3P / 4P
WEDNESDAY / Scheduler / 6A & 11A / 7A & 12P / 8A & 1P / 9A & 2P
Document Management / 8A / 9A / 10A / 11A
Administrative Standard Reports / 1P / 2P / 3P / 4P
THURSDAY / Charge Posting / 6A & 11A / 7A & 12P / 8A & 1P / 9A & 2P
Patient Collections I - Set-up / 8A / 9A / 10A / 11A
Patient Collections II -Worksheet / 1P / 4P / 2P / 4P
Introduction to MedEvolve v5 / 7A & 12P / 8A & 1P / 9A & 2P / 10A & 3P
FRIDAY / Insurance Follow-up / 6A & 11A / 7A & 12P / 8A & 1P / 9A & 2P
Data Mining / 8A / 9A / 10A / 11A
Insurance Payment Posting / 1P / 2P / 3P / 4P

Please fill out registration form with attendees name and email address. Fax registration form to 501-687-9276 or email to . Attention: WEBINAR CLASS REGISTRATION

An email will be sent to the attendee with meeting information to attend the webinar session. The number of attendees is limited so please respond to all invites to confirm yourattendance. Furthermore, it is imperative that all attendees sign in and are ready to start on time.