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.

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, Sep 19, 2019
9:30 am - 12:30 pm

Primary Solutions Training Center




0-1 Years
2-5 Years
5-10 Years
10 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.