Practice Insight Webinars

Practice Insight Webinars

Reporting and Dashboard Manager Training

Date Held: February 19th, 2015

Webinar Document:
Report and Dashboard Training PowerPoint

Recorded Webinar Link:
Reporting Dashboard Training Webinar

Webinar Summary: This training covers Report Manager and the individual reports within the tool. Reports that customers can use to further drill down into their data. This webinar will give users a better understanding of the following:

  • Report Types
  • Report Classes
  • Security Levels
  • Accessing Reports and Dashboard Analytics
  • Use of DataMiners
  • Use of Dashboard Reports
  • Scheduling Reports
  • Sharing Configurations
  • ICD-10 Code Report

Claim Manager Beginner

Date Held: May 23rd, 2014

 Webinar Documents:
Claims Manager Beginner PowerPoint

Recorded Webinar Link:
Claim Manager Beginner Training

Webinar Summary: Did you realize that you can change the order of transactions on a claim by clicking ‘u’ on your keyboard? In our Claim Manager 101 webinar participants will be instructed on:

  • Claim Manager and Transfer Files functionality
  • Shortcut keys in Claim Manager and Transfer Files
  • The important items needed to know to use Claim Manager

Advanced Claim Manager

Date Held: July 29th, 2014

 Webinar Documents:
Claims Manager Advanced PowerPoint, Claims Manager Right Click Functionality Guide Document

Recorded Webinar Link:
Claim Manager Advanced Training

Webinar Summary: In this webinar we look deeper into the functionality of Claim Manager, using the program and adding to what was covered in the previous webinar. This webinar will covered the following:

  • Transfer Files functionality
  • Detail on Claim Statuses and their uses Selection Criteria
  • Right Click Functionality
  • Editing Claims

Task Manager Basics Training

Date Held: November 11th, 2014

 Webinar Documents:
Task Manager Basics PowerPoint

Recorded Webinar Link:
Task Manager Basics Webinar

Webinar Summary: Task Manager is an integrated part of our application that enhances customer use and ensures that all important EDI transactions are followed up on. Many of our customers have found that by using Task Manager they have seen a reduction in outstanding AR and have a better grasp on claim and ERA follow-up. During our Training we will be discussing the following topics:

  • Overview of Task Manager
  • Basic tasks that should be created for every customer
  • Sample tasks for different specialties
  • Vendor Level tasks that can help you better support your customers

ERA and Denial Management Training

Date Held: September 30th, 2014

 Webinar Documents:
ERA and Denial Manager PowerPoint

Recorded Webinar Link:
ERA and Denial Manager Training

Webinar Summary: Training webinar for the ERA and Denial Management application to teach users how to setup the application and use the tool to better work their transactions. This webinar will cover the following topics:

  • ERA Process
  • Manage Tables
  • Manage Expects or Fee Schedule
  • Reviewing ERA Manager data
  • Group Reason codes, setting them up and level of detail you can work with
  • Assigning work amongst staff members
  • Tasking and Analytics


Date Held: Wednesday, September 5th, and Thursday, September 6th, 2014

 Webinar Documents:
EOB to ERA PowerPoint

Recorded Webinar Link:
EOB to ERA Webinar

Webinar Summary: Are your providers spending hours manually posting paper EOBs? Ever wish that all EOBs could be posted automatically in an electronic format? Well fear no more! Practice Insight is live with our new EOB to ERA Lockbox service! Features include:

  • Converting all paper EOB to 835s for auto-posting
  • Automatic deposits in to the provider’s lockbox for quick payments
  • Imbedded tasking to assist in resolving 835s to deposit reports
  • Original scanned images delivered to the provider electronically for historical tracking
  •  Don’t waste any more time on paper EOBs! Click on the webinar link to learn how your practices can become 100% electronic today!