Advisor Billing 201

 

 

 

 

 

 

 

 

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.

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Date/Time
Date(s) - Fri, Sep 14, 2018
9:30 am - 3:30 pm

Location
Primary Solutions Training Center

Categories


Bookings

$100.00

0-5 Years
5-10 Years
10-15 Years
15 Years Or More

0-6 months
6 months - 2 years
2-5 years
5 years or more

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