EMR Datacenter telephone training syllabus
This telephone training is a summary outline of the course of study and examination requirements to become a skilled user of EMR Datacenter.
|
Session
|
Time
|
Subject matter for discussion:
|
|
Session I
|
50 minutes
|
-
Install software
- Server install
- Workstation install
-
Login to the Attendant
- User Security
-
Provider Catalog
- Add Provider
-
Appointment Template Editor
- Setup Provider Appointment Template
-
Account Types Catalog
- Browse Account Types
-
Procedure Catalog
- Print Master List
- Add/Edit Procedures
-
Diagnosis Catalog
- Print Master List
- Add/Edit Diagnosis
-
Assignments – to be completed before next call
- Add additional Providers
- Setup additional Appointment Schedule Templates
- Groom Procedures and Fees
- Groom Diagnoses
|
|
Session II
|
50 minutes
|
- Review first call
-
Insurance Payer Catalog
- Insurance Payer Master List
- Add Insurance Payers
-
Adding a new patient
- Chart numbering
- Personal
- Financial
-
Selecting Patients
- Open patient file
- Multiple open patient files
-
Adding a patient’s insurance policy
- Primary insurance payer
- Required fields
- Secondary payer
- Adding a patient diagnosis
-
Assignments
- Add patients from appointment book (2 – 3 weeks prior and future)
- Add insurance payers
- Assign third party information
|
|
Session III
|
30 minutes
|
Scheduling, Transactions, recap, statistics
|
|
Session IV
|
50 minutes
|
Insurance processing, pre-billing, printing claims, printer alignment, late billing
|
|
Session V
|
30 minutes
|
Post insurance, outstanding claims, resubmitting claims, transaction ledger
|
|
Session VI
|
15 minutes
|
Patient statements
|