Introducing the PI 2014 Demo
New and Improved
Presented By:
Deidre Lawson – Product Manager
AGENDA
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Highlights of 2014 Demo Data
How To Access 2014 Demo Data
Integrated PI/PM Demo
Introduction to Small Bytes Webinar Series
Question and Answer
2014 DEMO INTRO
What is the PI Demo Account?
 PI offers a demo account to our resellers in order to demo, train, test, and resell the product
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The demo server is located on demo.ediinsight.com
The software is the same as the software on the production accounts
This is the same data that PI uses to demo the product to our clients
The user has the option to reset the demo during each login
The demo account resets itself every Sunday night
Each reseller can have unlimited logins to the demo database
All data is de-identified and has been updated to 2014 data
2014 DEMO HIGHLIGHTS
Task Manager
 Tasks have increased from 6 to 35!
 The default new demo user (Sally Manager) has 8 tasks assigned to her on the default screen
 Using Filter Tasks, the user can now see tasks for ALL task types in order to demo the functionality of Task Manager
 Vendor users also have administrative default tasks
 Tasks are assigned by user/job description
 Tasks are now assigned based off of the type of user assigned to them, so that the demo tells a story
 Tasks of every type
 Tasks of every type now exist as defaults in the Task Manager
 This allows resellers to demo EOB to ERA Lockbox/Direct services as well as new CHECK, RESPONSE, WORKLIST, and ERA tasks
2014 DEMO HIGHLIGHTS
Claim Manager
 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 Professional, Institutional, AND Dental claims
 The demo also includes EPSDT, DME, Anesthesia, Worker’s Comp, and many other claim types
 Secondary and Tertiary claims now exist in the demo
 Clinical Claim Scrubbing available for 5010 demo file
 The new 5010 claim file can also be used to show Clinical Claim Scrubbing
2014 DEMO HIGHLIGHTS
Statement Manager
 Estatements now available!
 Email statements are now included in the new demo
 The entire email process can be demoed from the new account
 Patient facing email information is also available
 Statement number increased from 8 to 43
 Statement data has been increased and made more diverse
 Statements of all status types
 New Statement Reports
 Estatement Summary report now available
 See Reports for more information
2014 DEMO HIGHLIGHTS
Eligibility Manager
 Eligibility requests increased from 24 to 40
 There are many more eligibility requests to view
 Eligibility responses of every type
 Now there are multiple coverage types to view
 There are many more payer specific responses to view
 Enhanced eligibility enrollment viewable
 Enrollment and setup for enhanced eligibility is now viewable
2014 DEMO HIGHLIGHTS
ERA and Denial Manager
 All ERA data updated to 2014
 The transaction data is now more robust and up-to-date
 Expected allowed “underpayments” now viewable
 Under-allowed amounts will now display properly in the demo
 Manage Tables now updated
 Expected Amounts, Group/Reason Codes, and Working Payers are all updated with matching 2014 data
 Transactions of every type
 Paid, Denied, Pended, and Reversal statuses now available
2014 DEMO HIGHLIGHTS
Search Tools
 All reports in Report Manager are set to run on defaults
 Now EVERY report can be run from the demo account with pre-set defaults
 Check search now contains 100+ checks
 Custom Rules updated
 New customer-specific custom rules have been added to better show the rule functionality
 Working Payers populated
 The customer’s individual working payer list is now populated with payers for every transaction type
2014 DEMO HIGHLIGHTS
Support Manager
 New and Improved Issues
 Better support manager issues are available to demo
2014 DEMO HIGHLIGHTS
Multiple User Logins
 Resellers now have both customer facing AND reseller facing demo logins
 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
2014 DEMO ACCESS
How do I get the new 2014 demo?
 There are 2 ways to get the new 2014 demo: Update existing login or Create a new login
 Update existing 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: Find your current login and click EDIT
 Step 3: Fill out ALL blank fields and update demo version:
 Email (Your email) **Email is required for new Estmt feature
 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 and click on All Users at the top
 You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.
2014 DEMO ACCESS
How do I get the new 2014 demo?
 There are 2 ways to get the new 2014 demo: Update existing login or Create a new 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) **Email is required for new Estmt feature
 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.
INTEGRATED DEMO
Practice Insight now offers an 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
 Highlights of Integration:
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Automatic custom claim file uploads
Claim and Scrubber responses posted to SFTP responses directory
270/271 Real-time transmission
835s delivered for auto-posting
Customized statements
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
SMALL BYTES WEBINAR SERIES
 New Marketing Materials regarding the updated software and data are
available for you below:
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Claim Manager
EOB to ERA - Lockbox Services & Automated Solutions
Task Manager
ERA & Denial Manager
QUESTION AND ANSWER