Advisor Billing 301









This course dives deep into aging and the best practices to manage unpaid claims to prevent revenue loss. In addition, how to balance Advisor & the organization’s accounting software is covered.  Following this course, users will be able to:

  • Assess month end closing procedures and determine changes to align with best practices.
  • Utilize aging reports to manage claims and prevent loss of revenue.
  • Transfer data from Advisor to accounting software.

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.

Loading Map....

Date(s) - Fri, Sep 28, 2018
9:30 am - 12:30 pm

Primary Solutions Training Center




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

I am comfortable.
I am a little comfortable.
I am not comfortable.