The following Webinars are presented on a recurring basis, but do require an advance
enrollment.
A typical outline for each Webinar is presented in this document and can be referenced
with the Table of Contents below.
Table of Contents
Security ...........................................................................................................................................2
Table Maintenance .......................................................................................................................2
Account Information ......................................................................................................................3
Introduction to MedEvolve v5 ......................................................................................................3
Practice Insight: .............................................................................................................................3
Scheduler........................................................................................................................................4
Document Management ...............................................................................................................4
Administrative Standard Reports ................................................................................................4
Charge Posting ..............................................................................................................................5
Patient Collections I – Set-up ......................................................................................................6
Patient Collections II - Worksheet ..............................................................................................6
Insurance Follow up ......................................................................................................................7
Data Mining ....................................................................................................................................7
Insurance Payment Posting.........................................................................................................7
Webinar Series Timetable/Zone Reference ..............................................................................8
Monday
Security
(8AM & 1PM Central Time)
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Set-up and assign security options toUser groups
Add a new User
Attach a user to a group
Reset a password
Explain the difference between adding rights to a user and to a group
Explain individual security options
Table Maintenance
(10AM & 3PM Central Time)
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Table overview: Account Billing and Account Category
CPT Fees: creating, editing, alternate schedules, and inactivating
Diagnosis codes: creating, editing, and inactivating
Location set-up and high impact fields
Resource set-up and high impact fields
Explain Insurance Categories and Insurance Plans
Insurance Plan creation
Table overview: Provider Numbers
Appointment Template Maintenance
Appointment Reason
o Appointment Category
o Demonstrate Appointment Template creation and editing
o Demonstration Appointment Series creation and editing
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
Tuesday
Account Information
(8AM & 1PM Central Time)
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System/Windows Navigation
Tool Bar, Menu Bar, Action Bar
Accessing Account Information
Enrolling a New Patient
Editing an Existing Patient
Account Tree
Insurance Refiles
Demand print options for documents and patient reports
Introduction to MedEvolve v5
(9AM& 2PM Central Time)
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Demonstrate User Interface, Account Information, and Scheduler changes
Navigating and Editing the Patient Home
o Introduction to new Toolbar
o MedMats
o New forms: Problem List, Medications, History, Visits, Charts, Vitals
Navigating and Editing the MedMats
o Defining and Accessing
o Optional Forms
Navigating around the E-Superbill
 Creating a Template
 Attaching Template to a Resource
 Creating an E-Superbill from Account Information and Appointment
MedMat
Using the Recall Queue
Tasks
Practice Insight:
(3PM Central Time)
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View claim files and individual claims
Work invalid/rejected/denied claims
Search for claims
Manually download ERAS
Generate standard reports, letters, and claim list
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
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Add/edit memos
Wednesday
Scheduler
(8AM & 1PM Central Time)
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Ad Hoc appointment scheduling
Accessing appointment scheduler
Navigation through the scheduler
Scheduler view options
Scheduling an existing patient
Scheduling a new patient
Editing an appointment
Copying, Rescheduling, and Cancelling an appointment
Blocking an appointment slot
Printing Demand Print Documents, Superbills, and paper schedules
Document Management
(10AM Central Time)
 Document Groups:
o Explain the purpose of creating document groups and its securities
o Create aDocument Group and its demonstrate its securities
 Document Importer
o Explain how documents can be imported into MedEvolve and its securities
o Assigning metadata and renaming features
 Document Templates
o Explain template file formats for importing and its securities
o Importation of Templates
o Template Properties: types, individual properties, and editing
 Document Tracker
o Explain the function of Document Tracker and its securities
o How Tracker works to find documents
o How documents can be edited, emailed, faxed, and deleted
Administrative Standard Reports
(3PM Central Time)
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Aged Receivables
Practice Financial Analysis
Revenue & Service Analysis
Examples of reports created via Account Analysis
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
Thursday
Charge Posting
(8AM & 1PM Central Time)
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Creating a new control
View old controls
Posting Charges and over the counter payments in Bulk Posting
Posting Charges and over the counter payments in Visits /Transactions
Balance a control
Print a control’s Transaction Journal
Edit a control
Close a control
Introduction to MedEvolve v5
(9AM& 2PM Central Time)
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
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
Demonstrate User Interface, Account Information, and Scheduler changes
Navigating and Editing the Patient Home
o Introduction to new Toolbar
o MedMats
o New forms: Problem List, Medications, History, Visits, Charts, Vitals
Navigating and Editing the MedMats
o Defining and Accessing
o Optional Forms
Navigating around the E-Superbill
 Creating a Template
 Attaching Template to a Resource
 Creating an E-Superbill from Account Information and Appointment
Medmat
Using the Recall Queue
Tasks
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
Thursday Cont.
Patient Collections I – Set-up
(10AM Central Time)
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Set-up 1 letter series and level
Set-up 1 payment plan series and level
Set-up a Collector
Set-up a Group and Assignment
Run Collections Process
Show Collection Reports from process
Patient Collections II - Worksheet
(3PM Central Time)
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Discuss Worksheet Icons
Discuss Account number Color- codes
Open Incident
Open Promise
Open Account Information
Add Memo
Send Documents
Reassign Collector
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
Friday
Insurance Follow up
(8AM & 1PM Central Time)
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Review Daily Process and Archive
Unprocessable claims report
Insurance filing report
Confirmations
Delinquent Transaction report
Insurance Collections
Data Mining
(10AM Central Time)
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Accessing and navigating Data Mining Module
Creating Data mining views
Saving Views
Printing and exporting views
Insurance Payment Posting
(3PM Central Time)
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Creating a new control
View old controls
Posting Insurance payments
Posting Insurance Adjustments
Posting COB information (Secondary’s)
Balancing the control
Printing the control
Editing the control
Closing the control
Secondary claims processing (COB)
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.
Webinar Series Timetable/Zone Reference
WEBINAR
Pacific
MTN
Central
Eastern
6A & 11A
8A & 1P
7A & 12P
9A & 2P
8A & 1P
10A & 3P
9A & 2P
11A & 4P
6A & 11A
7A & 12P
1P
7A & 12P
8A & 1P
2P
8A & 1P
9A & 2P
3P
9A & 2P
10A & 3P
4P
Scheduler
WEDNESDAY Document Management
Administrative Standard Reports
6A & 11A
8A
1P
7A & 12P
9A
2P
8A & 1P
10A
3P
9A & 2P
11A
4P
Charge Posting
Patient Collections I - Set-up
THURSDAY Patient Collections II -Worksheet
6A & 11A
8A
1P
7A & 12P
9A
4P
8A & 1P
10A
2P
9A & 2P
11A
4P
7A & 12P
8A & 1P
9A & 2P
10A & 3P
6A & 11A
8A
7A & 12P
9A
8A & 1P
10A
9A & 2P
11A
1P
2P
3P
4P
MONDAY Security
Table Maintenance
Account Information
TUESDAY Introduction to MedEvolve v5
Practice Insight
Introduction to MedEvolve v5
Insurance Follow-up
FRIDAY Data Mining
Insurance Payment Posting
Please fill out registration form with attendees name and email address. Fax registration form to 501-6879276 or email to support@MedEvolve.com. Attention: WEBINAR CLASS REGISTRATION
An email will be sent to the attendee with meeting information to attend the webinar session. The
number of attendees is limited so please respond to all invites to confirm yourattendance.
Furthermore, it is imperative that all attendees sign in and are ready to start on time.