Account
Management |
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Analyzer
Training
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(For identified
personnel only)
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PCS - Manager's
Class |
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For questions, call at
713-500-4848
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Registration/Managed
Care 101/Insurance Verification
- 1 day
- The purpose of this class is to learn to
enter in patient demographics, insurance and case information
(special billing). This is usually the first class taken
by users to obtain an IDX sign on (regardless of previous
experience on IDX at other institutions).
- The first part of the class covers the
technical components of Registration; how to enter and edit
patient demographics and FSC.
- The second part of the class covers Managed
Care 101 (presented by UCP Educator, Turatha Grant) and
Insurance Verification (presented by Lilly Pena of UT-MSRDP).

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Scheduling
- ½ day
- Designed for clinical personnel for scheduling
patient appointments
- Will cover basic functions, booking patient
appointments, viewing and printing provider schedules

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PCS (Paperless Collection
System)
- ½ day
- Class designed for employees working in
the PCS (Paperless Collection) module of IDX. Users are
instructed on to improve the in-house collection process
by working in PCS. We demonstrate how PCS helps eliminate
the dependency on ledgers and reports.
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Account Management
- ½ day
- The purpose of this class is to instruct
USER’s how to read individual patient account histories,
print (demand) claims and statements, print patient ledgers.
and utilize Action Codes more effectively.

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Master Schedules
(For identified personnel only)
- 1 day
- Class designed for Clinical Personnel that
work on IDX Scheduling System and maintain physician Master
as well as Daily Schedules. Class covers: designing and
distributing Master Schedules, editing daily schedules and
bumping patient appointments.

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Open
Referrals
- ½ day –
- Designed for clinical personnel for adding/editing
Open Referrals into Scheduling system
- Covers adding/editing/linking referrals
to appointments
- Class to cover Open Referrals as it relates
to Appointment Scheduling/Internal Referrals/External Referrals
- Designed for both PCP and Specialist offices

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| Patient
Inquiry ½ day –
Designed for individuals that want to learn
to view patient appointment history, on-line view of provider
schedules and printing of provider schedules
Will focus on needs of back office (nurse,
medical assistant, physician) in viewing patient appointments
as well as provider schedules

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TES (Transaction
Editing System)
- ½ day
- The purpose of this class is to instruct
how to utilize the system to enter in patient charges, and
to fix edits in work files.

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Time
of Service
- 2 days
- This class discusses and shows the user
how to Check Out a patient when they leave the Clinic. The
first day is a review of all the applications in IDX that
will make Time of Service run efficiently. Day 1 topics
include: Registration, FSC and Insurance options, Referrals
and Scheduling. Also covered are short cuts, and quick reference
materials. The second day consist only of the Time of Service
application and it's functions. It covers the action codes
that are used in the Check Out screen. This class also covers
Batch Reconciliation, how to access the Cash Draw, and entering
charges and payments.

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BAR Reporting
- ½ day
- The purpose of this class is to instruct
how to utilize and interpret Daily or Month –End Reports
to assist the Administrators with the extracting of data
to analyze of the revenue and collections of the organization

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