Managing receivables in Advisor is a key component to maximizing revenue. This intermediary course covers steps that should occur following payment. Following this course, users will be able to:
- Retrieve payments from DODD & import into Advisor.
- Apply payments and troubleshoot non-matching payments.
- Resolve unpaid claims and correct errors in Advisor.
We are also offering this course as part of a series. Attendees who attend all three courses receive a discounted rate. Registration for the series closes on August 29, 2018. Click here to register for the series.
Cancellation Policy: Cancellations must be received 2 business days prior to the scheduled training date. No shows and cancellations within the two-day period will be invoiced the full rate.
Date(s) - Fri, Sep 14, 2018
9:30 am - 3:30 pm
Primary Solutions Training Center