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.

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) - Thu, Aug 22, 2019
9:30 am - 3:30 pm

Primary Solutions Training Center



Bookings are closed for this event.