Job Title: Administrator, Administrative Manager, Assoc Director Operations, Business Manager, Clinical Operations

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1 Administrator, Administrative Manager, Assoc Director Operations, Business Manager, Clinical Operations Clinic Manager (.5 Day)-Learn how to use Reporting Workbench and advanced In Basket management to help improve efficiency in your clinic. Schegistrar (1.5 Days)-Learn how to schedule and register various types of patients Front Desk (1 Day)-Learn the complete arrival workflow including: check in, sign in, scanning, copay collection and refunds Template Builder (1 Day)-Learn how to build and maintain providers schedules PB Charge Capture Supervisor (2 hrs)-learn how to reconcile charges, monitor charge volume and end user productivity, and save reports. High Needs Reporting (1 Day)-Learn about reporting tools, how to access and navigate Radar dashboards, and to edit and create Reporting Workbench reports. Practice Medical Records Clerk (1 Day)-Learn how to complete release of information, scanning, create a chart correction request, and work transcription errors. PB Insurance Follow-Up Supervisor (2 hrs)-learn how to monitor insurance AR and Follow-Up WQ, monitor productivity, and manage denials.

2 Administrative Assistant/Associate/Coordinator (I, II) Schegistrar (1.5 Days)-Learn how to schedule and register various types of patients Front Desk (1 Day)-Learn the complete arrival workflow including: check in, sign in, scanning, copay collection and refunds Practice Medical Records Clerk (1 Day)-Learn how to complete ROI, scanning, create a chart correction request, and work transcription errors. Template Builder (1 Day)-Learn how to build and maintain providers schedules

3 Patient Registrar (II, III, IV, Sr) Recommended Classes Schegistrar (1.5 Days)-Learn how to schedule and register various types of patients Front Desk (1 Day)-Learn the complete arrival workflow including: check in, sign in, scanning, copay collection and refunds Practice Medical Records Clerk (1 Day)-Learn how to complete ROI, scanning, create a chart correction request, and work transcription errors. PB Charge Entry (.5 Day)-Learn how to post charges, record NDC information, attach claim information records, and override procedure descriptions/prices. PB Charge Review (.5 Day)-Learn how to identify and fix charges that have errors.

4 Care Manager, Care Coordinator, Population Health Specialist, Wellness Nurse Clinical Scheduler (.5 Days)-Abbreviated course provides an overview of basic scheduling, registering, and canceling appointments Healthy Planet (.5 Days)-Learn how to prioritize patient outreach, follow up, and how to complete a patient outreach encounter. High Needs Reporting (1 Day)-Learn about reporting tools, how to access and navigate Radar dashboards, and to edit and create Reporting Workbench reports.

5 Clinical Nurse Clinical Scheduler (.5 Days)-Abbreviated course provides an overview of basic scheduling, registering, and canceling appointments Practice Medical Records Clerk (1 Day)-Learn how to complete ROI, scanning, create a chart correction request, and work transcription errors. Anticoagulation (1 hr)-learn an overview of the physician referral process and review an anticoagulation therapy enrollment Obstetrics Workflow (1 hr)-learn how to use the different pieces of functionality in Epic using specialty-appropriate departments

6 Medical Assistant Certified, Medical Assistant Navigator, Medical Assistant Non-certified Clinical Scheduler (.5 Days)-Abbreviated course provides an overview of basic scheduling, registering, and canceling appointments Front Desk (1 Day)-Learn the complete arrival workflow including: check in, sign in, scanning, copay collection and refunds Schegistrar (1.5 Days)-Learn how to schedule and register various types of patients Practice Medical Records Clerk (1 Day)-Learn how to complete release of information, scanning, create a chart correction request, and work transcription errors. Anticoagulation (1 hr)-learn an overview of the physician referral process and review an anticoagulation therapy enrollment Obstetrics Workflow (1 hr)-learn how to use the different pieces of functionality in Epic using specialty-appropriate departments Template Builder (1 Day)-Learn how to build and maintain providers schedules PB Claims (3 hrs)-learn how claims are checked for errors, where they are stored and how to fix claims with errors.

7 Coder (Certified, Specialist, Coordinator) PB Charge Entry (.5 Day)-Learn how to post charges, record NDC information, attach claim information records, and override procedure descriptions/prices. PB Charge Review (.5 Day)-Learn how to identify and fix charges that have errors. PB Claims (3 hrs)-learn how claims are checked for errors, where they are stored and how to fix claims with errors.

8 Accounts Receivable Coord, CBO, Account Manager Please note: Staff attending Registration for Billing do not need to attend Schegistrar Training Registration-Billing staff (.5 Day)-Learn how to navigate through Hyperspace, register patients, and add/terminate guarantor and coverage records PB Charge Entry (.5 Day)-Learn how to post charges, record NDC information, attach claim information records, and override procedure descriptions/prices. PB Charge Review (.5 Day)-Learn how to identify and fix charges that have errors. PB Claims (3 hrs)-learn how claims are checked for errors, where they are stored and how to fix claims with errors. PB Insurance Payment Poster (.5 Days)-Learn how to post insurance payments, multiple checks, recoupments, and denials, etc. PB Remittance Processor/WQ (.5 Days)-Learn how to process remittance for checks, identify potential load errors and respond to those errors. PB Insurance Credit Specialist (4 hrs)-learn how to resolve insurance undistributed and over posted credits using credit work queues. Optional Classes High Needs Reporting (1 Day)-Learn about reporting tools, how to access and navigate Radar dashboards, and to edit and create Reporting Workbench reports. PB Credit Supervisor-Learn how to review, act on refund requests, use dashboard/reports, monitor credit metrics, and productivity. PB Insurance Follow-Up Supervisor (2 hrs)-learn how to monitor insurance AR and Follow-Up WQ, monitor productivity, and manage denials.

9 Billing Clerk/Coordinator/Rep (I, II, Lead, Lead) PB Charge Entry (.5 Day)-Learn how to post charges, record NDC information, attach claim information records, and override procedure descriptions/prices. PB Charge Review (.5 Day)-Learn how to identify and fix charges that have errors. PB Claims (3 hrs)-learn how claims are checked for errors, where they are stored and how to fix claims with errors.