Small ByteseStatements

Presented By:David Henshaw– National Accounts Manager

Highlights of 2014 Demo Data How To Access 2014 Demo Data eStatements/Statement Manager Highlights Examples Question and Answer

AGENDA

“Small Bytes” series – intro to new demo system, small chunks, some training and sales tips.

30 minutes Highlights Features and Benefits

Housekeeping

All attendees will be in listen only mode Please use the chat box for questions Tech Issues – Shaun McAnulty

713 333 6000 ext 7110 Please share your questions, comments

and insight PPT will be available as will Shaun’s

resource

Housekeeping

Multiple User Logins

2014 DEMO HIGHLIGHTS

Resellers now have both customer facing AND reseller facing demo accounts! Whenever a 2014 login account is created, 2 user logins are made; End-User and Reseller User. This happens immediately with

no intervention from the login creator.

Benefits of both login types: Resellers can now use the demo to train their own staff without being in live data Tasks and Reports can now be run from an administrative standpoint

Login Format Resellers create a login like they normally have (or use their existing and change to 2014. See 2014 Demo Access Slides.) VEN_[login] is instantly created

How do I get the new 2014 demo?

2014 DEMO ACCESS

There are 2 ways to get the new 2014 demo: Create a new login, or Update existing login

Create a new login Step 1: Login with your vendor master login (You should have received this at NCO training. If you need a copy of this, please

contact PI Support) Step 2: Click the ADD button Step 3: Fill out ALL fields:

Name (Your name) Login Name (Your login) Email (Your email) Password (demo password) Menu (end user menu – you can choose based on the products you resell) Vendor Menu (vendor menu – you can choose based on the products you use) Demo Version (2014)

Step 4: Save! You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.

2014 DEMO HIGHLIGHTS

All claim data is now 2014 data! Rejection types and scenarios are now more accurate and up-to-date

Claims of every type! The demo now includes Prof, Inst, AND Dental claims The demo also includes EPSDT, DME, Anesthesia, Optical, and many other claim types Secondary and Tertiary claims now exist in the demo

Demo Reset Don’t forget!!!!!

eStatements – Top Features

• One solution to handle manage all statement needs – paper and email

• A more cost effective alternative to paper statements!• Additional Revenue Streams! • Secure Bill Pay – patient payment services• eStatements allows you to get into other patient

payment services.

Task Manager - Benefits

eStatements– Top Features (con’t)

• Allows for statement tracking, viewing and reporting• History of the statement – received,

opened,payments received• Link to the e-payment web portal• Customize background, banner, verbiage and link for

eStatements

Task Manager - Benefits

Electronic Payment Services– Top Features (con’t)Types of Patient Payments Accepted:1. Front Office- Point of sale (co-pay or deductible) payment2. Back Office- Patient discharge payment- Over-the-phone payment- Mail-in payment3. Online- Payment via e-statement receipt- Payment via paper statement link4. Lockbox- Automatic deposit of patient payments

Task Manager - Benefits

Resources Available:

• Webinar Series posted on the Web• Future Webinars• New Promotion Piece Available• Demo Script• SBP Powerpoint

Task Manager - Resources

Practice Insight now offers an Integrated Demo!

INTEGRATED DEMO

The integrated demo will interface with your PM demo If your users are sending claims and receiving responses automatically, we want the demo to reflect how they’ll actually be

using the product PI will work with you on getting the needed information for your integrated demo

SMALL BYTES WEBINAR SERIES

Our new series is meant to help guide our vendors through the new system, point out some of the highlights and help you navigate the system and new products

Pass this information to those that use the demo system for demos & training

Small Bytes Webinar Schedule – Wednesday Mornings at 10am CT:• September 3 - Claim Manager• September 10 - EOB to ERA• September 17 - Task Manager• September 24 - eStatements• October 1 - ERA & Denial Manager• October 8 - Clinical Claim Scrubbing• October 15 - Reports & Dashboards• October 22 - New Demo Integration

Please check your email for Small Bytes registration links These sessions will be recorded and distributed for those who cannot

attend

QUESTION AND ANSWER