Resources ยป Upcoming Training
Upcoming Training Classes
If you are a current client, you may register for training classes online. Registering for a training class requires that you know your serial number, which can be found under the Help> About elligence menu item in elligence.
Note: For login purposes, your serial number consists of all of the characters up to the first dash only.
You may also login automatically by clicking on the Help> Class Training menu item.
You must also have a current training agreement in place either as a part of your original system purchase or separately.
All classes are approximately two hours in length.
All times, below, are Pacific Standard Time (PST).
[Frequently Asked Questions]
3103: Patient Registration & Payments
Learn how to add patient demographic and insurance information, as well as post patient co-pay and coinsurance payments.
3104: Scheduling
Learn the basics to run your office schedule efficiently: make appointments, modify appointments, check patients in, block time, print Superbill forms, print daily schedule reports, and more.
3105: Posting Charges / Insurance Forms
Learn the basics of entering procedures, diagnoses and other important service details in the post charges screen. Then learn how to generate CMS 1500 claim forms from the charges posted.
3106: Billing Electronic Claims
Learn how to set up an electronic destination, generate an electronic claim file and manage your electronic files and reports.
| Date | Day | Time | Register |
|---|---|---|---|
| 09/25 | Thu | 10:00am (PST) | Register |
3107: Patient Ledger & Statements
Learn how to read and organize the patient ledger, modify transactions and print reports of account detail. Then learn how to generate patient statements and walk-out statements (receipts).
3200: Insurance Payments / Electronic Remittance
Learn how to post individual and group insurance payments, including working with allowed amounts, deductibles, coinsurance and write-offs. Then learn the beauty of electronic remittance files and how they can help you post payments much faster.
3201: Reports / Month-end Reconciliation
Learn how to run various reports critical to analyzing your office's productivity. Review reports such as daily transaction sheet, accounts receivables, charges and payments, etc. Then learn how to use month-end utilities and reconcile your books for your accountant.
3204: Electronic Eligibility / TimeSavers
Both of these optional tools allow your office to save substantial time so you can focus on more important matters! Learn how eligibility will save you hours on the phone with your payers verifying patient insurance coverages. Then learn how easy it is to use our TimeSavers tool in order to run multiple tasks simultaneously such as billing and report generation (and even run them at off-peak operations times like when you're home sleeping!)
4100: Administrative Functions / Form Customization
Learn how to use the administrative functions including setting up operator permissions. Then learn how to create custom forms unique to your office and billing needs.
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: None
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: None
4101: EPM 1 - Setup
Learn how to set up the electronic practice management program by creating various tables of insurance plans, providers, codes, etc.
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: 4100
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: 4100
4102: EPM 2 / Scheduler - Setup
Continuation of learning how to set up the electronic practice management program, as well as setting up the scheduling system (master schedules, appointment types, places, etc.).
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101
4103: Patient Registration & Payments
Learn how to add patient demographic and insurance information, as well as post patient co-pay and coinsurance payments.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101
4104: Scheduling
Learn the basics to run your office schedule efficiently: make appointments, modify appointments, check patients in, block time, print Superbill forms, print daily schedule reports, and more.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101, 4102, 4103
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101, 4102, 4103
4105: Posting Charges / Insurance Forms
Learn the basics of entering procedures, diagnoses and other important service details in the post charges screen. Then learn how to generate CMS 1500 claim forms from the charges posted.
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 4101, 4103
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 4101, 4103
4106: Billing Electronic Claims
Learn how to set up an electronic destination, generate an electronic claim file and manage your electronic files and reports.
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 4101, 4103, 4105
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 4101, 4103, 4105
4107: Patient Ledger & Statements
Learn how to read and organize the patient ledger, modify transactions and print reports of account detail. Then learn how to generate patient statements and walk-out statements (receipts).
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105
4200: Insurance Payments / Electronic Remittance
Learn how to post individual and group insurance payments, including working with allowed amounts, deductibles, coinsurance and write-offs. Then learn the beauty of electronic remittance files and how they can help you post payments much faster.
Who Should Attend: Office/Practice Managers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105, 4106
Who Should Attend: Office/Practice Managers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105, 4106
4201: Reports / Month-end Reconciliation
Learn how to run various reports critical to analyzing your office's productivity. Review reports such as daily transaction sheet, accounts receivables, charges and payments, etc. Then learn how to use month-end utilities and reconcile your books for your accountant.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4101, 4103, 4105, 4107, 4200
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4101, 4103, 4105, 4107, 4200
4202: Collections
Learn how to use various tools such as payment plans, collection letters, etc. to manage the in-house collections of your delinquent accounts.
Who Should Attend: Office/Practice Managers, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105, 4107, 4200
Who Should Attend: Office/Practice Managers, Billers, Payment Posters, Collectors
Recommended Prerequisites: 4101, 4103, 4105, 4107, 4200
4203: Communications / Managing Documents
Learn about optional tools available to scan important health care documents, insurance cards and drivers licenses into the system. Then learn how to create, reply to and manage various types of communications.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4100, 4101, 4103
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4100, 4101, 4103
4204: Electronic Eligibility / TimeSavers
Both of these optional tools allow your office to save substantial time so you can focus on more important matters! Learn how eligibility will save you hours on the phone with your payers verifying patient insurance coverages. Then learn how easy it is to use our TimeSavers tool in order to run multiple tasks simultaneously such as billing and report generation (and even run them at off-peak operations times like when you're home sleeping!)
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4101, 4103, 4106, 4201
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 4101, 4103, 4106, 4201
4205: Wait Lists, Visitors & Recalls
Learn how the Wait List Manager can assist you in providing appointment opportunities when cancellations occur. Then discover how to track Visitors as they move throughout the various Places defined in your office. Finally learn how to use Recalls to manage patient appointments to ensure you and your patients don't forget any follow-up care.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101, 4102, 4104
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 4101, 4102, 4104
4400: Differences between 3.x and 4.x
This class is intended for those clients who have upgraded from our 3.x version to our 4.x version. We will cover the key differences between these versions.
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: None
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: None