Advisor Single-Entry & Process Mapping

 

 

 

 

 

 

 

 

 

This two-part course provides in-depth knowledge of the Single-Entry Module and the opportunity to create a process map for your organization to detail how billing and payroll should be completed.

Single-Entry Module: This module is a powerful tool providers use to track time for billing and payroll purposes. Having a deep understanding of how the module functions enables users to get the most out of their system; including metrics to make data-driven planning decisions.

Process Mapping: Finances are central to a successful organization, turn-over is inevitable and payroll and billing are crucial processes that can be high-risk areas when a billing staff leaves. This portion of the training gives you a chance to map out your payroll and billing processes, so they can be clearly communicated and archived should the need arise. This also gives leaders a clear view of where, when and how they should be providing oversight in the process.

After this course attendees will: 

  • Understand set up details of work and payroll codes, including the link between the two to ensure correct billing and payroll.
  • Identify the set-up needed in Advisor Single-Entry to make staff time entry accurate when they enter it on the web (Anywhere).
  • Know how to make corrections and edits that are needed when a late timesheet arrives or the wrong codes were entered.
  • Recognize how to provide oversight to the time entry process including supervisor approval, dashboards & widgets & reporting. 
  • Have a process map that details how billing and payroll should be completed.

Audience: CEO’s, Provider Billing Teams, Fiscal Specialists, Business Managers, Direct Care Managers


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/Time
Date(s) - Fri, Nov 16, 2018
9:00 am - 3:00 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

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