elearning 5.6 Education Plan Guide >> Biller
|
|
- May Baker
- 6 years ago
- Views:
Transcription
1 elearning 5.6 Education Plan Guide >> Biller
2 Table of Contents This document is for informational purposes only. You cannot launch elearning courses from this page. Application Overviews - EPM Only v v5.6 Introduction to the EPM... 4 Getting Started in NextGen v v5.6 Application Launcher... 4 EPM Application Basics v v5.6 EPM - Navigating the Application Desktop... 4 v5.6 EPM - Common Buttons Fields and Features... 5 EPM User Preferences v v5.6 EPM User Preferences - General... 5 v5.6 EPM User Preferences - Administration... 5 EPM Demographics - Working with Demographic Information v v5.6 Demographics - Person Records vs. Patient Charts... 5 v5.6 Demographics - Overview of the People and Patient Lookup Windows... 6 v5.6 Demographics - Adding a New Demographic Record... 6 v5.6 Demographics - Overview of the Patient Information Window... 6 v5.6 Demographics - Overview of the Patient Chart... 6 EPM Insurance - Working with Insurance v v5.6 Insurance - Adding Insurance to a Person... 7 v5.6 Insurance - Adding an Authorization... 7 v5.6 Insurance - Adding an Employer with Insurance... 7 EPM Accounts- Working with Guarantor Accounts v v5.6 Guarantor Accounts... 7 EPM Encounters - Working with Encounters v v5.6 Encounters - Overview of Encounters v5.6 Encounters - The Create Encounter and Encounter Maintenance Windows... 8 v5.6 Encounters - Checking in Patients and Creating Encounters... 8 EPM Charge Entry - Working with Charges v v5.6 Charges - Working with Charges... 8 EPM Transaction Entry Basics v v5.6 Transactions - Overview of Payment Processing... 9 EPM Transaction Entry Advanced v v5.6 Advanced Transactions - Entering Insurance Transactions... 9 v5.6 Advanced Transactions - Overview of Credits... 9 v5.6 Advanced Transactions - Credits Setup... 9 v5.6 Advanced Transactions - Working with Line Item Credits v5.6 Advanced Transactions - Working with Refunds v5.6 Advanced Transactions - Account Level Transactions The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 1
3 Table of Contents This document is for informational purposes only. You cannot launch elearning courses from this page. v5.6 Advanced Transactions - Working with Unapplied Credits v5.6 Advanced Transactions - Using Reason Codes EPM Billing Encounters and Working with Claims v v5.6 Claims - Billing Encounters v5.6 Claims - Rebilling Encounters and Regenerating Claims v5.6 Claims - Processing Claims v5.6 Claims - Professional/CMS 1500 Claims EPM Statements - Setting Up Statements v v5.6 Statements - Setting Up Your Statement Process v5.6 Statements - Setting up Payer Specific Dunning Messages EPM Statements - Working with Statements v v5.6 Statements - Generating Statements in a Batch v5.6 Statements - Generating an Individual Statement on Demand EPM Working with AutoFlow v v5.6 AutoFlow - Checkin and Checkout Setup v5.6 AutoFlow - Checking Out Patients The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 2
4 Overview This guide is designed to provide a brief description of the elearning courses offered by the NextGen Learning Center. elearning provides a self-directed, web-based learning environment that allows users to take courses at their own pace. The purpose of the elearning courses is to introduce users to the NextGen and QSI applications. They are designed to provide a basic level of understanding on how to set up and use the Electronic Health Records (EHR), Enterprise Practice Management (EPM), and Electronic Dental Record (EDR) applications, and are intended as precursors to instructor-led training. Presentation elearning content is presented in courses that are often grouped into curricula and education plans. A course is a unit of instruction on a particular topic. Most courses focus on one main topic, and will take approximately minutes to complete. Once you have finished a course, you can refer back to it at any time by going to the My Courses Completed page of your elearning account. In the Learning Center, a course is represented by a red book. A curriculum is a grouping of one or more courses related to a larger, more general subject area. In the Learning Center, a curriculum is represented by a red book with a blue band. An education plan is a grouping of several curricula that apply to a particular role or job function, such as System Configuration Training or Biller. In the Learning Center, an education plan is represented by a red book with a blue band inside a yellow box. Searching This Guide To search for a specific course or topic, hit Ctrl+f on your keyboard to bring up a search box. Type a keyword or part of the course name, and then hit Enter. If Adobe Acrobat is able to locate the search criteria, it will highlight it on your screen. To scroll through all of the instances of the criteria, hit Enter on your keyboard. Continuing Medical Education NextGen Healthcare is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education (CME) for physicians. NextGen Healthcare designates each CME activity for credit in category 1 of the AMA s Physician s Recognition Award system. Activities are designated for AMA PRA Category 1 Credit, and the physician should claim only those hours of credit that he/she actually spent in the educational activity. If a course qualifies for CME credit, it will be designated as follows in this guide, CME: Yes. Contacting elearning The elearning Resource Center (erc) website is available 24-hours a day to assist you with your elearning needs. Click the Support button in the top right corner of your elearning account screen for access to help files, downloads, articles, enrollment forms and more. To contact the Learning Center directly, please send an to learning@nextgen.com. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 3
5 5.6 Biller Education Plan Guide The Biller education plan will teach you specific tasks related to billing. It contains some SCT and some CGT courses, and is suitable for all employees who perform billing tasks. The estimated time to complete this education plan is 20 hours. Application Overviews - EPM Only v5.6 This curriculum focuses on how to access the NextGen applications and databases. v5.6 Introduction to the EPM Time: 45 minutes This course will teach you to identify the important features and functionalities of the NextGen EPM application and help you to understand application s key role in billing and collections workflow cycle. Describe the NextGen EPM (Enterprise Practice Management) application and some of its advantages. List the main steps in NextGen Medical Billing process. Practice the NextGen billing process in a simulated environment. Identify some of the main features of the EPM application. Explain how NextGen manages EPM s database. Getting Started in NextGen v5.6 This curriculum focuses on how to access the NextGen applications and databases. v5.6 Application Launcher Time: 15 minutes This course is designed to help you to navigate through the Application Launcher that is used to access the NextGen applications. Open the Application Launcher from your desktop or from the Windows toolbar. Review the Legal Disclaimer window. Sign on to a NextGen application by using your user name/password combination-or your PIN. Customize the NextGen Menu with your desired applications. Create desktop shortcuts for the NextGen applications. EPM Application Basics v5.6 This curriculum focuses on the EPM application desktop menus and toolbars, along with shortcuts that can be used to access application functions. v5.6 EPM - Navigating the Application Desktop Time: 15 minutes Application Version: 5.6 This course is intended to familiarize the student with the visual interface for the Enterprise Practice Management (EPM) application. Define components of the desktop in order to navigate the EPM application easily and efficiently. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 4
6 v5.6 EPM - Common Buttons Fields and Features Time: 20 minutes Application Version: 5.6 This course is designed to provide an overview of the common buttons-fields, and features found in the Enterprise Practice Management (EPM) application. Identify and use the common buttons and standard features within the EPM application. Customize a display to suit your needs. EPM User Preferences v5.6 This curriculum covers setting up and controlling access to the general user preferences that give the individual user options for designating how items look and respond in the NextGen EPM application. v5.6 EPM User Preferences - General Time: 30 minutes Prerequisites: v5.6 EPM - Navigating the Application Desktop This course covers how to set general user preferences within the Enterprise Practice Management (EPM) application. Define the EPM General User Preferences as they apply to the NextGen Enterprise Practice Management (EPM) application. Customize EPM General User Preferences to enable you to be more efficient. v5.6 EPM User Preferences - Administration Time: 45 minutes Application Version: 5.6 This course covers how to set Practice level Default User Preferences for the Enterprise Practice Management (EPM) application. Define the EPM User Preferences Administration as it applies to the NextGen Enterprise Practice Management (EPM) application. Create Default User Preferences in the File Maintenance application. Assign Default User Preferences to a group or individual in the System Administrator application. Modify a group's permission to set User Preferences. EPM Demographics - Working with Demographic Information v5.6 This curriculum focuses on familiarizing the learner with how to locate a person s record in the EPM application along with how to add and update their demographic information. v5.6 Demographics - Person Records vs. Patient Charts Time: 15 minutes Application Version: 5.6 The purpose of this course is to explain the differences-in form and use, between the Person Record and the Patient Chart. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 5
7 Describe the difference between a Person record and a Patient chart. Access patient-related demographic data within the NextGen application. v5.6 Demographics - Overview of the People and Patient Lookup Windows Time: 20 minutes The purpose of this course is to familiarize the student with the components of the People Lookup and the Patient Lookup windows. Access the People and Patient Lookup windows. Define the components of the People and Patient Lookup windows. v5.6 Demographics - Adding a New Demographic Record Time: 15 minutes The purpose of this course is to instruct the student how to add a new person's demographic information to the Master Person Index (MPI). Add a new person to the Master Person Index (MPI). Define the components of the Patient Information window. v5.6 Demographics - Overview of the Patient Information Window Time: 20 minutes The purpose of this course is to familiarize the student with the components of the Patient Information window. Access the Patient Information window. Define the components of the Patient Information window. v5.6 Demographics - Overview of the Patient Chart Time: 40 minutes Application Version: 5.6 The purpose of this course is to familiarize the student with the components of the Patient Chart. Discuss the use of the Person / Patient Information window. List the tabs found on the Person / Patient Information window. Identify the types of information stored on each tab. Add a person to the database who is not a patient. Update existing patient demographics. EPM Insurance - Working with Insurance v5.6 This curriculum focuses on familiarizing the learner with insurance maintenance. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 6
8 v5.6 Insurance - Adding Insurance to a Person Time: 45 minutes Application Version: 5.6 This course provides an overview of the Insurance Maintenance window and covers how to attach insurance to a person's demographic record. Attach insurance to a person's demographic record. Define the components and fields of the Insurance Maintenance window. v5.6 Insurance - Adding an Authorization This course covers how to add a pre-certification or authorization code to a patient's insurance. Create an Authorization Code using both Encounter and Units modes. Define the components of the Authorization Code Tracking window. Identify the different methods for accessing an Authorization Code. v5.6 Insurance - Adding an Employer with Insurance Time: 15 minutes Application Version: 5.6 This course covers how to add an employer with insurance to a patient's chart. Attach an employer with insurance to a person's demographic record. EPM Accounts- Working with Guarantor Accounts v5.6 This curriculum focuses on setting up and using guarantor accounts in the EPM application. v5.6 Guarantor Accounts Time: 40 minutes Application Version: 5.6 This course provides an overview of guarantor accounts in the Enterprise Practice Management (EPM) application. Identify a guarantor. Describe a guarantor's account. Recall the information found on an account. Recall the steps to search for an account. EPM Encounters - Working with Encounters v5.6 This curriculum focuses on familiarizing the learner with creating and working with encounters in the EPM application. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 7
9 v5.6 Encounters - Overview of Encounters Time: 15 minutes Application Version: 5.6 This course is intended to introduce the student to encounters in the Enterprise Practice Management (EPM)application. Identify the use of an encounter in the NextGen Enterprise Practice Management (EPM) application. v5.6 Encounters - The Create Encounter and Encounter Maintenance Windows The purpose of this course is to introduce the student to the Create Encounter and Encounter Maintenance windows. Define the components of the Create Encounter and Encounter Maintenance windows. v5.6 Encounters - Checking in Patients and Creating Encounters Time: 45 minutes This course covers checking in and creating encounters for both new and existing patients in the Enterprise Practice Management (EPM) application. You will also learn how to create encounters for patients without appointments. Identify the use of an encounter in the EPM application. Define the components of the Create Encounter and Encounter Maintenance windows. Access the Checkin / Create Encounter AutoFlow process from the NextGen EPM Appointment Book. Complete information on the Create Encounter and Patient Information windows. Check in and create encounters for new and existing patients. EPM Charge Entry - Working with Charges v5.6 This curriculum focuses on familiarizing the learner with how to create and work with charges in the Enterprise Practice Management (EPM) application. v5.6 Charges - Working with Charges Time: 20 minutes This course is intended to familiarize the student with the Charge Posting window. It also covers how to enter-delete, and void charges. Define the components of the Charge Posting window. Enter a new charge for an encounter. Describe the difference between deleting and voiding a charge. Delete a charge. Void a charge. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 8
10 EPM Transaction Entry Basics v5.6 This curriculum focuses on familiarizing the learner with how to enter and balance transaction batches in the Enterprise Practice Management (EPM) application. v5.6 Transactions - Overview of Payment Processing Time: 45 minutes This course is an overview of how to process payments and their related adjustment and refund transactions. Create transaction batches. Enter basic payment and adjustment transactions. Balance transaction batches and post the transactions to the A/R. EPM Transaction Entry Advanced v5.6 This curriculum covers more in depth features of transaction entry in the Enterprise Practice Management (EPM) application. v5.6 Advanced Transactions - Entering Insurance Transactions Time: 30 minutes Covers how to enter transactions received from third party payers in the NextGen Enterprise Practice Management (EPM) application. State the names and define the fields in Payment Entry that are specific to insurance transactions. Enter a transaction from a third party payer with a contract attached. Enter a transaction from a third party payer using reason codes and alternate statuses on a line item basis. v5.6 Advanced Transactions - Overview of Credits Time: 15 minutes Application Version: 5.6 This course introduces the student to the types of credits found in the Enterprise Practice Management (EPM) application. Identify the different types of credits found in the EPM application. v5.6 Advanced Transactions - Credits Setup Time: 60 minutes Application Version: 5.6 This course covers setting up security rights and master files necessary to create and use credits in the Enterprise Practice Management (EPM) application. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 9
11 Set up security associated with credits. v5.6 Advanced Transactions - Working with Line Item Credits Time: 60 minutes Application Version: 5.6 This course covers how to transition a credit from one line item to another in the NextGen Enterprise Practice Management (EPM) application. State the definition of a line item credit. Transition a line item credit using two transaction codes-a debit and a credit. Transition a line item credit using an individual transaction code with "allow sign over-ride" rights. v5.6 Advanced Transactions - Working with Refunds This course covers how to create a refund transaction in the Enterprise Practice Management (EPM) application. Create a refund for a patient. Create a refund for a payer (insurance company). v5.6 Advanced Transactions - Account Level Transactions This course covers how to enter transactions at the account level. Access an archived statement for an account. Enter a transaction for multiple encounter line items at one time. View account-level transaction details in the Account Profile window. v5.6 Advanced Transactions - Working with Unapplied Credits Time: 45 minutes This course covers how to work with and apply unapplied credits at the Encounter and Account level in the Enterprise Practice Management (EPM) application. Create an unapplied credit. Apply an unapplied credit to a charge on the Charge Posting window. Transfer an unapplied credit from an encounter to an account. Apply an unapplied credit using the Unapplied Amounts by Account-Invoice, and Encounter report. v5.6 Advanced Transactions - Using Reason Codes The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 10
12 This course is intended to instruct the user how to use reason codes in payment entry in the Enterprise Practice Management (EPM) application. State the difference between transaction-adjudication, and line item reason codes. Enter reason codes during transaction entry. EPM Billing Encounters and Working with Claims v5.6 This curriculum focuses on familiarizing the learner with how to bill encounters and process claims in the Enterprise Practice Management (EPM) application. v5.6 Claims - Billing Encounters This course covers how to bill encounters using the NextGen EPM (Enterprise Practice Management) application. Understand the basic steps and concepts used in the EPM billing process. Look up and bill encounters in a batch. Access and bill a single encounter on demand. v5.6 Claims - Rebilling Encounters and Regenerating Claims This course is intended to instruct the student how to rebill encounters and regenerate archived claims using the Next- Gen EPM application. Rebill an encounter where a charge needs to be submitted to a secondary or tertiary insurance. Rebill an encounter where a new charge has been added to an encounter. Rebill an encounter where you have selected charges to be billed again. Look up archived claims and regenerate them for printing-either in a batch or one at a time as needed ('on demand'), or for electronic submission. v5.6 Claims - Processing Claims The purpose of this course is to instruct the student how to process claims in the NextGen EPM application. Understand the basic steps and billing concepts used in processing claims. Look up and print claims in a batch and on demand. Build an electronic claim send file for submission. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 11
13 v5.6 Claims - Professional/CMS 1500 Claims Time: 60 minutes Application Version: 5.6 Prerequisites: v5.6 Using File Maintenance, v5.6 Libraries - Claim Edits, v5.6 Libraries - Claim Printing, v5.6 Libraries - Submitter Profiles, v5.6 Creating Practices, v5.6 Overview of the Payers System Master File, v5.6 System Master Files - Transaction Codes, v5.6 Practice Master File - Groups and v5.6 Overview of the Providers System Master File This course takes you through the major steps of setting up NextGen to be able to submit printed and electronic claims using the HCFA/CMS 1500 claim forms. Assign default claim-related libraries to the practice. Fill in the relevant payer information. Establish any provider billing groups you plan to use. Fill in the relevant provider information. EPM Statements - Setting Up Statements v5.6 This curriculum focuses on familiarizing the learner with how to set up statements in the Enterprise Practice Management (EPM) application. v5.6 Statements - Setting Up Your Statement Process Time: 60 minutes This course covers setting up the statement process in the Enterprise Practice Management (EPM) application. Describe the differences between the two types of statements and how to set them up. Identify the use of the different parts of the NextGen statement. Select options to customize the NextGen statement to meet your practice s policies and procedures. Select options to determine how often NextGen qualifies a guarantor for a statement. v5.6 Statements - Setting up Payer Specific Dunning Messages This course covers setting up dunning messages for a specific payer or financial class. List features of payer-specific dunning messages. Create dunning messages in the Statement Messages System Master File. Define aging categories and assign dunning messages in a Statement Library. Attach a Statement Library to a financial class in the Statement Parameters Mapping System Master File. Attach a Statement Library to a payer. EPM Statements - Working with Statements v5.6 This curriculum focuses on familiarizing the learner with how to generate statements in a batch and on demand in the Enterprise Practice Management (EPM) application. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 12
14 v5.6 Statements - Generating Statements in a Batch Time: 45 minutes This course is intended to introduce the student to the statement batch process in the Enterprise Practice Management (EPM) application. List the options to use when generating statements in a batch. List ways to suppress statements or encounter information and how to determine if a print statement indicator is turned off. List ways to troubleshoot problems that occur when running statements. v5.6 Statements - Generating an Individual Statement on Demand Time: 30 minutes This course covers generating a single statement as needed. List when to run a statement on demand from the account-chart, and encounter level. List the options to use when printing an individual statement on demand. List ways to troubleshoot problems when printing an individual statement on demand. EPM Working with AutoFlow v5.6 This curriculum focuses on familiarizing the learner with how to set up and use the AutoFlow feature in the Enterprise Practice Management (EPM) application. v5.6 AutoFlow - Checkin and Checkout Setup Time: 40 minutes Application Version: 5.6 This course covers setting up the Checkin and Checkout AutoFlow processes in the Enterprise Practice Management (EPM) application. Define an AutoFlow Sequence as it applies to the NextGen Enterprise Practice Management (EPM) application. Identify and collect the information needed to set up AutoFlow Sequences. Create and modify AutoFlow Sequences. v5.6 AutoFlow - Checking Out Patients This course covers how to check out a patient in the Enterprise Practice Management (EPM) application using the Auto- Flow function. Check out a patient using the AutoFlow feature. The NextGen Learning Center 5.6 Biller Education Plan Guide : Page 13
15 The NextGen SM Learning Center 3340 Peachtree Road NW, Suite 2700, Atlanta, GA p: f: The NextGen Learning Center is a service mark of NextGen Healthcare. All rights reserved.
elearning Ambulatory Course Catalog >> October 2014
elearning Ambulatory Course Catalog >> October 2014 Updated 1/20/2014 Although we have exercised great care in creating this publication, The NextGen Learning Center assumes no responsibility for errors
More informationCentricity Practice Solution. Practice Management CBT Role-Based Course Guide
Centricity Practice Solution Practice Management CBT Role-Based Course Guide Copyright (c) 2017 GEHC Integrated IT Solutions All rights reserved. THIS PUBLICATION IS PROVIDED "AS IS" WITHOUT WARRANTY OF
More informationLytec Features Evolution Matrix
Insurance Apply Payment Wizard Authorization/Referral Tracking Auto Fee Schedule Update Multi-location Fee Schedule Management Batch Eligibility Verification Capture Scanned Images of Insurance Cards Compress
More informationEditing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47
ebilling User Guide Table of Contents About This Guide Chapter 1 ebilling Basics... 6 Getting Started with ebilling... 6 Logging into ebilling... 6 Working with the ebilling Home Page... 8 Updating Your
More informationPrepayment Receipt Creation Setup and process steps
2012 Prepayment Receipt Creation Setup and process steps The required setups to be able to create a prepayment receipt for customer from order management. Mohammad Fawzy Oracle Application Express 1/1/2012
More informationMicrosoft Dynamics GP. Shipping Documents
Microsoft Dynamics GP Shipping Documents Copyright Copyright 2011 Microsoft Corporation. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in
More informationAppointment Scheduler Set Up (DR) Provider
Appointment Scheduler Set Up (DR) Provider Select Short Cut Key (F12) Type in Menu Id: DR and enter You will need to make sure all providers that you are scheduling for are Appt Providers. Make sure the
More informationHARBORTOUCH ECHO USER GUIDE HARBORTOUCH SUPPORT LINE:
HARBORTOUCH ECHO USER GUIDE INDEX EMPLOYEE FUNCTIONS: Clocking In/Logging In Logging Out Calculator, ECR and POS Mode Beginning a Transaction Item Functions Ticket Functions Payment Options Refunding a
More informationLanded Costs. Overall Business Processes PURCHASING. Related Business Process PURCHASING. Responsible Department ACCOUNTING
Landed Costs Overall Business Processes PURCHASING Related Business Process PURCHASING Responsible Department ACCOUNTING Involved Departments ACCOUNTING Last Updated 19/06/2009 Copyright 2009 Supernova
More informationVerizon Enterprise Center CALNET 3 Invoices User Guide
Version 1.17 Last Updated: March 2017 2017 Verizon. All Rights Reserved. The Verizon name and logo and all other names, logos, and slogans identifying Verizon s products and services are trademarks and
More informationQUICKBOOKS ONLINE ACCOUNTANT. QuickBooks Online Certification Training Guide
QUICKBOOKS ONLINE ACCOUNTANT QuickBooks Online Certification Training Guide QuickBooks Online Certification Training Legal Notices 2017 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks,
More informationSage What's new. March 2017
Sage 300 2017 What's new March 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned
More informationMicrosoft Dynamics GP. Manufacturing Core Functions
Microsoft Dynamics GP Manufacturing Core Functions Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this
More informationHow to get started with HDPOSsmart? HDPOS smart Tutorials
How to get started with HDPOSsmart? HDPOS smart Tutorials Now that you have installed HDPOSsmart, you would like to get started with the basics of working with the application. In this document, you get
More informationContent Page. DHL MyBill Guide. DHL MyBill. DHL MYBILL INTRODUCTION 01 Content Page 02 What does DHL MyBill offer?
01 Guide Content Page DHL MYBILL INTRODUCTION 01 Content Page 02 What does offer? REGISTRATION AND ACCESS 03 Registration 04 Registration (continued) MAIN TABS 05 Dashboard 06 Archive, Reports & Download
More informationSage Accpac ERP Integration with SageCRM 6.1
SAGE ACCPAC Sage Accpac ERP Sage Accpac ERP Integration with SageCRM 6.1 Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and
More informationCHAPTER 10 ACQUISITION AND PAYMENTS
CHAPTER 10 ACQUISITION AND PAYMENTS In Chapter 9, your students set up a merchandising business and entered vendors and inventory items. In Chapter 10, they acquire inventory (make purchases) and make
More informationClubSelect Accounts Receivable Special Charges Overview
Webinar Topics Special Charges Billing... 2 Special Charges... 4 Special Credits... 8 Surcharges... 13 Calculate Automatic Billing Plans... 18 Special Charges Billing ClubSelect AR allows you to easily
More informationMicrosoft Dynamics GP. Enhanced Intrastat
Microsoft Dynamics GP Enhanced Intrastat Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
More informationTechniques to Effectively Manage Accounts Receivable Kirk Fahlberg Unlimited Systems Twitter
Techniques to Effectively Manage Accounts Receivable Kirk Fahlberg Unlimited Systems Twitter = @kirkfahlberg Learn how to efficiently & effectively manage Accounts Receivable in Centricity. Purpose Increase
More informationEMS LIVE! CONFERENCE. Using the Pricing and Billing Functions Within your Operation. Melissa Butler Implementation Consultant October 16, 2017
EMS LIVE! CONFERENCE Using the Pricing and Billing Functions Within your Operation Melissa Butler Implementation Consultant October 16, 2017 Pricing and Billing Topics Terminology EMS Billing-Cycle Process
More informationScheduler Book Mode User Guide Version 4.81
Scheduler Book Mode User Guide Version 4.81 Contents Introduction...2 Scheduler Active Tab...2 Appointment Colors and Markings...2 Setting Book Mode...3 Active Tab Options...3 Active Tab Use...3 Active
More informationPRACTICE ANALYSIS. Test Blueprint. Practice Analysis. Reporting Letter/Data Merge Data Setup and Maintenance
Practice Analysis Test Blueprint Practice Analysis Reporting Letter/Data Merge Data Setup and Maintenance Overview Who should take the Practice Analysis test? Office managers or administrators. Team members
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Correction of Accounts Receivable Payment Learning Guide 2010 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction...1
More informationForeword. Sales Associates Managers
Foreword This book is a pocket guide for using the Register module for the InfoTouch Store Manager. It outlines the basic steps and procedures for processing sales, from the beginning to the end of a day.
More informationAll customers are encouraged to upgrade to Intergy v9.00 immediately in order to prepare for the ICD-10 transition.
ICD-10 Readiness Intergy FAQs 1. When should I upgrade to an ICD-10 ready version of Intergy? All customers are encouraged to upgrade to Intergy v9.00 immediately in order to prepare for the ICD-10 transition.
More informationMicrosoft Dynamics GP. Sales Order Processing
Microsoft Dynamics GP Sales Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
More informationMicrosoft Dynamics GP Business Portal. Project Time and Expense User s Guide Release 3.0
Microsoft Dynamics GP Business Portal Project Time and Expense User s Guide Release 3.0 Copyright Copyright 2005 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws
More informationSage 100 Direct Deposit. Getting Started Guide
Sage 100 Direct Deposit Getting Started Guide This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service
More informationTHOMSON REUTERS FIRM CENTRAL TIME & BILLING QUICK-START GUIDE
THOMSON REUTERS FIRM CENTRAL TIME & BILLING QUICK-START GUIDE FEBRUARY 2016 Thomson Reuters Firm Central TIME & BILLING QUICK-START GUIDE Notes 2 Notes CONTENTS HELP AND SUPPORT Contents 1 ADMINISTRATION
More informationQmlativ Education Management System. Professional Development Center (PDC) Course Catalog
Qmlativ Education Management System Professional Development Center (PDC) Course Catalog QMLATIV PDC CATALOG TABLE OF CONTENTS Student Management Mastery Courses Assessment Mastery Course Attendance Mastery
More informationGETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and for Windows
GETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically
More informationClarity Accounts Payable Year-end Procedure Guide 2017
Clarity Accounts Payable Year-end Procedure Guide 2017 Clarity Accounts Payable Year-end Procedure Guide - 2017 Table of Contents Caselle Clarity Accounts Payable Year-end Checklist 2017... 1 Welcome back!...
More informationClubConnect Accounts Payable Understanding Invoice and Check Types for Easy Processing
ClubConnect Accounts Payable Understanding Invoice and Check Types for Easy Processing Webinar Topics Invoices... 3 Special Invoice Situations... 3 Prepaid Invoices... 3 Reciprocal Club Invoices... 8 Invoices
More informationQuick Sales Order Entry Access. Release 9.0.2
Quick Sales Order Entry Access Release 9.0.2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationSHOP INTTRA. ecommerce Support. Frequently Asked Questions. April 24, 2017
SHOP INTTRA ecommerce Support April 24, 2017 Frequently Asked Questions Contents 1 Introduction... 3 1.1 How do I access SHOP INTTRA?... 3 1.2 How do I subscribe to a service plan?... 3 1.3 What information
More informationHow do I Reconcile MCPS Invoices?
How do I Reconcile MCPS Invoices? Overview Purpose This document explains how schools can reconcile Montgomery County Public School (MCPS) invoices to requisitions charged to their cash account and to
More informationSMALL BUSINESS ACCOUNTING. User Guide
SMALL BUSINESS ACCOUNTING User Guide Welcome to QuickBooks We're going to help you get paid, pay others, and see how your business is doing. Use this guide to learn key tasks and get up and running as
More informationStudent Hiring. Table of Contents
This document covers all student hiring actions, regardless of the student s employment history, type of job (internship or not) and method of payment. Due to the complexity of the hiring process, the
More informationMicrosoft Dynamics GP. Purchase Order Processing
Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without
More informationSage What s New. December 2017
Sage 100 2018 What s New December 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationSetup & Usage - CanadaPost for Small Business App
Setup & Usage - CanadaPost for Small Business App Setup 1. Assign User App Permissions by using the search function and typing users in the search field. 2. Drill into user. 3. Add WS-CNDPOST permission
More informationBIL201: Manage Progress Billing
BIL201: Manage Progress Billing CERTIFIED COURSE CURRICULUM SAGE UNIVERSITY IMPORTANT NOTICE This document and the Sage 100 Contractor software may be used only in accordance with the Sage 100 Contractor
More informationSage ERP Accpac Online 5.6
Sage ERP Accpac Online 5.6 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationThis course explores the options available in the new role-based cockpit available for SAP Business One on HANA.
This course explores the options available in the new role-based cockpit available for SAP Business One on HANA. 1 At the end of this topic, you will be able to: List the advantages of the new role-based
More informationElectronic Payments & Statements (EPS) Frequently Asked Questions (FAQs)
Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Note: EPS features contained within these FAQs may not be applicable to all Payers. General Questions 1. What is Electronic Payments
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of a ConnectWise Manage Login... 4 Configuration of GL Accounts...
More informationTable of contents. Reports...15 Printing reports Resources...30 Accessing help...30 Technical support numbers...31
WorldShip 2018 User Guide The WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices, electronically transmit
More informationNexsure Training Manual - CRM. Chapter 12
Nexsure Training Manual - CRM Audits In This Chapter Adding an Audit Updating the form Invoicing the Audit Tracking the Audit Posting the Audit Adding an Audit Audits are processed on policies where an
More informationRetail Channel Management and Corporate Operations. Microsoft Dynamics AX 2012 R3
Retail Channel Management and Corporate Operations Microsoft Dynamics AX 2012 R3 Table of Contents Course Details 1 Prerequisites 2 Course Outline 3 Course Details This 2-day instructor-led training provides
More informationNetSuite OpenAir Mobile for iphone User Guide Version 2.2
NetSuite OpenAir Mobile for iphone User Guide Version 2 General Notices Attributions NetSuite OpenAir includes functionality provided by HighCharts JS software, which is owned by and licensed through Highsoft
More information3M Ariba Light Account Network Collaboration for Suppliers
SAP Training Source To Pay 3M Ariba Light Account Network Collaboration for Suppliers External User Training Version: 1.0 Last Updated: 31-Aug-2017 3M Business Transformation & Information Technology Progress
More informationSage 300 ERP Sage CRM 7.1 Integration Upgrade Guide
Sage 300 ERP 2012 Sage CRM 7.1 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the
More informationRecognition of Receivables also governs when taxes, freight, and late charges are recognized.
Rev Up Your Revenue Recognition with EBS R12 Karen Brownfield Infosemantics, Inc Abstract 11i supported revenue recognition through accounting rules which support defined schedules, but for many companies
More informationManaging Your Basic General Ledger Interface Tasks
General Ledger Interface Managing Your Basic General Ledger Interface Tasks Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on The Bridge an online
More informationPayables Lockbox Release Notes: Version
Table of Contents Release Notes: Version 2017.9... 2 Maintenance Window:... 2 What s New?... 2 Export Invoice Functionality Enhancement... 2 Default Payment Types Updates... 3 Invoice Approval Process
More informationUtilizing the Employee Training Module and ESS Munis: Human Resources
[MU-HR-7-A] [MU-HR-14-A] Utilizing the Employee Training Module and ESS Munis: Human Resources CLASS DESCRIPTION This session will be an exploration of how Employee Self Service can be used in conjunction
More informationMedilink WebPos Workflow Patrick Sims
Medilink WebPos Workflow 2017-04-07 Patrick Sims i Contents Contents... ii Setup... 1 WebPos... 1 Tyro... 1 Desktop... 1 Medicare Online... 1 Conduit... 1 Usage... 1 Desktop Initial... 2 Patient Setup...
More informationClassic Vista Payroll Delivery Enhancement Project (PDEP)
Classic Vista Payroll Delivery Enhancement Project (PDEP) Table of Contents Overview... 2 Prerequisites... 2 Setting Up VPO Payroll Login... 3 Viewing and Printing Payroll Package Reports... 4 Creating
More informationSalesforce Lightning Partner Management
Salesforce Lightning Partner Management Salesforce, Winter 17 @salesforcedocs Last updated: November 23, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationChoose a building block. Getting Started Guide. CCH ProSystem fx Practice Management
Choose a building block. Getting Started Guide CCH ProSystem fx Practice Management 2 2017, Wolters Kluwer Incorporated and its affiliates and licensors. All rights reserved. Material in this publication
More informationEssential Time & Attendance Supervisor Basics
ADP Workforce Now Essential Time & Attendance Supervisor Basics Handout Manual V09021480778WFN70 Copyright 2012 2014 ADP, LLC ADP Trademarks The ADP logo and ADP are registered trademarks of ADP, LLC.
More informationSALES 1 PREPARATION 2 CONTACT MANAGEMENT. Use the Marketing Guide to help determine if & how any kind of business will use temps.
SALES 1 PREPARATION 2 CONTACT MANAGEMENT Use the Marketing Guide to help determine if & how any kind of business will use temps. Items to include: As a sales rep, you will learn that it is wise to always
More informationMicrosoft Dynamics GP. Manufacturing Setup
Microsoft Dynamics GP Manufacturing Setup Copyright Copyright 2005 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting
More informationKareo Managed Billing Service
Kareo Managed Billing Service 2017-2018 This document is intended to outline what you can expect from Kareo, and what Kareo expects from you (at a detailed level) as part of the Kareo Managed Billing Service.
More informationEmployee Training. Munis-Human Resources: Employee Training [MU-HR-3-A] CLASS DESCRIPTION CODE SETUP. Personnel Settings
[MU-HR-3-A] Employee Training Munis-Human Resources: Employee Training CLASS DESCRIPTION This session will be an overview on how your organization can use the Employee Training module. We will briefly
More informationPrescription Writing Version 4.81
Prescription Writing Version 4.81 Contents Introduction... 1 Field Definitions... 1 Patient Prescription Entry Window... 1 Void Patient Prescription Window... 5 Drug Dose Frequencies Window... 6 Pharmacies
More informationSage What s New. March 2018
Sage 100 2018 What s New March 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group
More informationTravelers. Direct Bill Inquiry
Travelers Direct Bill Inquiry 1 Contents Introduction 3 Accessing Direct Bill Inquiry 4 Customer Search Screen 5 Billing Activity Screen 6 Account Bill Sample 7 Account Bill Summary 8 Send and E-mail 9
More informationQuick Start Guide. Taking A Payment & Printing A Receipt
Quick Start Guide Taking A Payment & Printing A Receipt Table of Contents Key Terms...3 Billing Types... 3 Premium Sent.. 3 Financing.. 3 Agency Fees....3 Taking A Payment.. 4 When Issuing A Policy 4 Agency
More informationPURCHASE & SUPPLIER MANAGEMENT
MAGENTO 1 PURCHASE & SUPPLIER MANAGEMENT USER GUIDE Confidential Information Notice Copyright 2016 All Rights Reserved. Any unauthorized reproduction of this document is prohibited. This document and the
More informationAccounts Payable Release 2015
Accounts Payable Release 2015 Disclaimer This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice.
More informationNetSuite OpenAir/NetSuite Connector Guide April
NetSuite OpenAir/NetSuite Connector Guide April 16 2016 General Notices Attributions NetSuite OpenAir includes functionality provided by HighCharts JS software, which is owned by and licensed through Highsoft
More informationContents OVERVIEW... 3 CONFIGURATION... 4
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationPoint Of Sales. Below is the step to enable Optimum Point Of Sales module. Step 1. As shown in the figure, click the menu from the ribbon bar.
Point Of Sales Below is the step to enable Optimum Point Of Sales module. Step 1 As shown in the figure, click the menu from the ribbon bar. Step 2 Select the Modules item form the drop down list. 1 P
More informationPurpose: To document a product and it s functionality for educating users. Page 1 of 34
Purpose: To document a product and it s functionality for educating users. Page 1 of 34 ONEVIEW Welcome to the user guide for help and information about the ONEView application. This will provide information
More informationPoint of Sale Quick Reference
Eagle Point of Sale (POS) Quick Reference January 2012 This manual contains reference information about software products from Epicor Software Corporation. The software described in this manual and the
More informationKRONOS EMPLOYEE TRAINING GUIDE
KRONOS EMPLOYEE TRAINING GUIDE C o n t e n t s Navigating Through Workforce Central... Lesson 1 Timecard Edits... Lesson 2 Approvals... Lesson 3 Reporting... Lesson 4 Editing & Scheduling PTO... Lesson
More informationTRAINING WORKBOOK SCT Banner Student
TRAINING WORKBOOK SCT Banner Student Fee Assessment Confidential Business Information This documentation is proprietary information of SCT and is not to be copied, reproduced, lent or disposed of, nor
More informationTable of content. B1 Time Task Manual
Table of content Table of content... 1 Overview... 2 Configuration... 2 Prerequisites... 2 Configuration Task... 3 Configuration Time Registration... 4 Configuration Billing... 5 Configuration Permissions...
More informationAriba Network Invoice Guide
Ariba Network Invoice Guide Content 1. Introduction 2. Invoice Practices 3. Before you Begin Invoicing I. Viewing Customer Invoice Rules II. Electronic Invoice Routing and notifications III. Account Configuration
More informationPO Boxes Online Key Navigation Steps
Welcome to PO Boxes Online! This is not a step-by-step guide, but a key steps document to keep you on track as you navigate through the application https://www.usps.com/manage/po-boxes.htm. Landing Page
More informationReporting and Dashboards
Reporting and Dashboards Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without the expressed
More informationSAP Consolidated Payables Link
SAP Custom Development SAP Consolidated Payables Link CUSTOMER Document Version: 100 SAP Consolidated Payables Link 100 1 Copyright Copyright 2013 SAP AG. All rights reserved. SAP Library
More informationReading Sample. Banking. Contents. Index. The Authors. First-hand knowledge.
First-hand knowledge. Reading Sample In this sample chapter, learn how to conduct your routine banking transactions such as incoming payments, deposits, outgoing payments, bank statements, and reconciliations
More information5- Accounts Receivable Invoicing
5- Accounts Receivable Invoicing EXERCISE 1- CREATING AN INVOICE USING GENERIC CODES In this exercise you will record an invoice using General or Generic PriceBook Codes. You will review the General Ledger
More informationWelcome to the topic on customers and customer groups.
Welcome to the topic on customers and customer groups. In this topic, we will define a new customer group and a new customer belonging to this group. We will create a lead and then convert the lead into
More informationScrap Dragon to QuickBooks Interface Revised 10/2/14
Scrap Dragon to QuickBooks Interface Revised 10/2/14 General Scrap Dragon is designed so that accounting data can be passed electronically to QuickBooks. This is a one-way transfer and no information from
More informationPayment Processing How to Use the Payment Request Tool for Suppliers
Payment Processing How to Use the Purpose: The Payment Request Tool can be used to pay low dollar invoices
More informationRB8 Training Orientation Essential Training overview 1 Recommended Lesson Plans By Department 1
II RB8 Essential Training Table of Contents RB8 Training Orientation Essential Training overview 1 Recommended Lesson Plans By Department 1 RB8 Training Syllabus How to use modules 2 2 Case Management
More informationCASELLE Classic Payroll. User Guide
CASELLE Classic Payroll User Guide Copyright Copyright 1987-2008 Caselle, Inc. All rights reserved. This manual has been prepared by the Caselle QA documentation team for use by customers and licensees
More informationHow to Implement and Use Electronic Documents with SAP Business One
SAP Business One How-To Guide PUBLIC How to Implement and Use Electronic Documents with SAP Business One Release Family 8.8 Applicable Releases: SAP Business One 8.8, PL 17 and Higher and SAP Business
More informationUser manual for suppliers Supplier Management Portal. Deutsche Telekom AG. Version 5.1 Last revised 05/15/2017 Status Final.
User manual for suppliers Supplier Management Portal Deutsche Telekom AG Version 5.1 Last revised 05/15/2017 Status Final published Publishing Information Publisher Deutsche Telekom Services Europe GmbH
More informationOrder Management. Manage Inventory
Configuring Settings DonorPerfect Online Order Management The product order module allows you to keep track of product orders associated with a gift. This module includes the ability to change inventory
More informationFLEETMATE. Overview. Work Order Features. CUSTOMER GUIDE: Work Orders
Overview FLEETMATE will enable you to record all maintenance and/or repair activities performed on a vehicle via a Work Order. Work orders can accommodate any number of individual Labor lines, and any
More informationTECHNOSOFT, INC. Inquest Version 5. QuickBooks Data Sharing
TECHNOSOFT, INC. Inquest Version 5 QuickBooks Data Sharing INQUEST VERSION 5 QuickBooks Data Sharing TECHNOSOFT, INC. 71 WENDY LN SOUTH KINGSTOWN, RI 02879 401.284.2959 www.technosoftinc.com 2002-2008
More informationWorkbook
Workbook 00-21-601-35057 2005 Sage Accpac International, Inc. All rights reserved. Sage Accpac International, Inc. Publisher No part of this documentation may be copied, photocopied, reproduced, translated,
More informationRelease Summary... 2 Enhanced Product Features... 3
Release Notes 6.16 December 5, 2016 Table of Contents Release Summary... 2 Enhanced Product Features... 3 Session Specific Payment Plans... 3 Payment Allocation... 4 Session Options to Add on Checkout
More information