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, Aug 22, 2019
9:30 am - 12:30 pm
Primary Solutions Training Center