Small Bytes eStatements Presented By: David Henshaw– National Accounts Manager
AGENDA • Highlights of 2014 Demo Data • How To Access 2014 Demo Data • eStatements/StatementManager Highlights • Examples • Question and Answer
Housekeeping • “Small Bytes” series – intro to new demo system, small chunks, some training and sales tips. • 30 minutes • Highlights • Features and Benefits
Housekeeping • All attendees will be in listen only mode • Please use the chat box for questions • Tech Issues – Shaun McAnulty • 713 333 6000 ext 7110 • Please share your questions, comments and insight • PPT will be available as will Shaun’s resource
2014 DEMO HIGHLIGHTS Multiple User Logins • Resellers now have both customer facing AND reseller facing demo accounts! • Whenever a 2014 login account is created, 2 user logins are made; End-User and Reseller User. This happens immediately with no intervention from the login creator. • Benefits of both login types: • Resellers can now use the demo to train their own staff without being in live data • Tasks and Reports can now be run from an administrative standpoint • Login Format • Resellers create a login like they normally have (or use their existing and change to 2014. See 2014 Demo Access Slides.) • VEN_[login] is instantly created
2014 DEMO ACCESS How do I get the new 2014 demo? • There are 2 ways to get the new 2014 demo: Create a new login, or Update existing login • Create a new login • Step 1: Login with your vendor master login (You should have received this at NCO training. If you need a copy of this, please contact PI Support) • Step 2: Click the ADD button • Step 3: Fill out ALL fields: • Name (Your name) • Login Name (Your login) • Email (Your email) • Password (demo password) • Menu (end user menu – you can choose based on the products you resell) • Vendor Menu (vendor menu – you can choose based on the products you use) • Demo Version (2014) • Step 4: Save! • You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.
2014 DEMO HIGHLIGHTS • All claim data is now 2014 data! • Rejection types and scenarios are now more accurate and up-to-date • Claims of every type! • The demo now includes Prof, Inst, AND Dental claims • The demo also includes EPSDT, DME, Anesthesia, Optical, and many other claim types • Secondary and Tertiary claims now exist in the demo • Demo Reset • Don’t forget!!!!!
Task Manager - Benefits • eStatements– Top Features • One solution to handle manage all statement needs – paper and email • A more cost effective alternative to paper statements! • Additional Revenue Streams! • Secure Bill Pay – patient payment services • eStatements allows you to get into other patient payment services.
Task Manager - Benefits • eStatements– Top Features (con’t) • Allows for statement tracking, viewing and reporting • History of the statement – received, opened,payments received • Link to the e-payment web portal • Customize background, banner, verbiage and link for eStatements
Task Manager - Benefits • Electronic Payment Services– Top Features (con’t) • Types of Patient Payments Accepted: • 1. Front Office • - Point of sale (co-pay or deductible) payment • 2. Back Office • - Patient discharge payment • - Over-the-phone payment • - Mail-in payment • 3. Online • - Payment via e-statement receipt • Payment via paper statement link • 4. Lockbox- Automatic deposit of patient payments
Task Manager - Resources • Resources Available: • Webinar Series posted on the Web • Future Webinars • New Promotion Piece Available • Demo Script • SBP Powerpoint
INTEGRATED DEMO Practice Insight now offers an Integrated Demo! • The integrated demo will interface with your PM demo • If your users are sending claims and receiving responses automatically, we want the demo to reflect how they’ll actually be using the product • PI will work with you on getting the needed information for your integrated demo
SMALL BYTES WEBINAR SERIES • Our new series is meant to help guide our vendors through the new system, point out some of the highlights and help you navigate the system and new products • Pass this information to those that use the demo system for demos & training • Small Bytes Webinar Schedule – Wednesday Mornings at 10am CT: • September 3 -Claim Manager • September 10 -EOB to ERA • September 17 -Task Manager • September 24 -eStatements • October 1 -ERA & Denial Manager • October 8 - Clinical Claim Scrubbing • October 15 -Reports & Dashboards • October 22 - New Demo Integration • Please check your email for Small Bytes registration links • These sessions will be recorded and distributed for those who cannot attend