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