- Understanding New Agreement 
- Understanding Search Existing Agreement - Status 
 
- Understanding Filters 
- Understanding Search Claims 
- Understanding Review Claims 
- Understanding Interface Claims (If Applicable) 
- Understanding Update Status and submit batch of Live Claims 
- Understanding RTCS Results 
 
- Understanding Track Live Claims 
- Able identify and review clearinghouse and payer acceptance and rejected claims 
- Able to Create Filters (Yesterday, Last 7 days, & Last 30 days) search claims 
- Understanding and Read results - example Correcting, resubmitting and marking as Error Fixed 
- Understanding Right-click capabilities: Open Claim etc 
- Understanding and able to view Reports (Clearinghouse & Payer Generated), proof of timely filing (CA, SR, SB and SE files) 
 
- Understanding Filters 
- Able to search claims submitted 
- Understanding batch options, adding notes, set follow-up, claim status 
- Understanding follow-up screen, reference information, contact payer info, benefits of using Expected Payment info 
- Understanding how to add Follow-up Note