Training Module 2 | CMD Application

This module trains the Trainee on using  our well defined five (5) phases of the CMD application while tailoring the training to the accounts price plan and features.  This allows the Trainee to become a CMD application Subject Matter Expert (SME) within sixty (60) calendar days or less. Each phase consists of an entrance criteria, exit criteria and training agenda to ensure training effectiveness. Below is a high-level overview of each phase.

Phase 1

Phase 1 provides an overview of the CMD application followed by training in the Customer Setup and Account Administration sections. If an interface is associated with the account, the integration will be performed in this phase.  Training for this phase is divided into two (2) parts, each requiring separate training sessions as denoted below.   

Part 1 is an overview of the CMD application, how to properly navigate the application, use of the Home screen,  user bar and using the Customer Setup section to properly set up their account. If an interface is associated with the account, training will be provided on how to integrate and maintain the interface.  

Part 2 will include checking the status of payer agreements sent in Part 1, finalize the setup of their account, and learning about the Account Administration section to perform account, customer and user management, review monthly invoices, set up a default payment profile and request account services.

Click here to go to Training Module 2 | Phase 1.

Phase 2

Phase 2 includes checking the status of payer agreements sent in Phase 1, training within our Appointment section followed by Patient section training.  

Phase 3

Phase 3 includes checking the status of payer agreements sent in Phase 1, training within our Claim section. Training is divided into two (2) parts, each requiring separate training sessions as denoted below.   

Part 1 is how to configure claim settings, create, modify and delete test professional and/or institutional claims, print or mail a claim, and sending test claims. At the end of the training, the IS will move Provider(s) from Test into Production mode so the Trainee can send out real claims in support of Part 2 and Phase 4 Payment training.  It is important that claims are submitted in a timely manner to receive payment (where applicable) in order to successfully support payment training in Phase 4.

Part 2 will continue with a recap of Part 1, and then training on how to effectively using these claim features: Claim Tracker, Clearinghouse Reports, Status Control and Follow Up Management. The training will also be inclusive of how to fix rejected claims and re-submit claims.

Click here to go to Training Module 2 | Phase 2.

Phase 4

Phase 4 includes checking the applicable payer agreements sent in Phase 1, training within our Payment section (settings, post and view payments, apply credits, payment tracker and Electronic Remittance Advice (ERA) if applicable to your plan). In addition, we will recap patient statements and if applicable to your plan, we will help you get started with our Integrated Payment Portal.  Training is driven by having the ability to post payments (where applicable) in order to effectively train in this area.  The training is divided into two (2) parts, each requiring separate training sessions and driven by receipt of at least one (1) payment from a previously submitted claim.

Click here to go to Training Module 2 | Phase 4.

Phase 5 

Phase 5 will provide training in our Reports and Document Imaging sections. We have over 125+ standard reports that you can quickly view to analyze your overall performance. In the Report section you will learn how to use our Viewer and Builder.

Click here to go to Training Module 2 | Phase 5.