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Medical Manager™ Course Descriptions
Training

New Employee Training Class
This class offers new users to Medical Manager an opportunity to learn day-to-day functionality. This class will start with an overview of Medical Manager and viewing and entering patient information. It will also include basic appointment scheduling, charge entry, and posting patient payments.
Class Time: 9:00AM – 4:00PM

Appointment Scheduling
This class includes an in depth look at Appointment Scheduling. Anyone who schedules appointments as their primary job function should take this class to ensure that they are optimizing the Medical Manager Appointment Schedule. This class will include scheduling, canceling and rescheduling appointments as will as finding the “next available appointment” and appointment screen views.
Class Time: 9:00AM – 12:00PM
Prerequisites: User needs to have a basic understanding of Medical Manager.

Appointment Templating
This class covers how to create and maintain Medical Manager Appointment Templates. This is a critical process in optimizing your Appointment Scheduling.
Class Time: 1:30PM – 4:30PM
Prerequisites: User must have knowledge of Medical Manager and understand the goals of the practice with appointment scheduling.

Collections
This class will cover Medical Manager’s Collections Module in depth, including how to automate the addition and removal of patient accounts and proper workflow management with accounts that are in collections. This class will teach you how Medical Manager can direct your collection efforts and keep you from having to write off patient and insurance due balances.
Class Time: 9:00AM – 12:00PM
Prerequisites:
User must have advanced knowledge of Medical Manager and understand the billing and collection processes of the practice.

Month End & Reports
This class will cover proper Month End procedures with Medical Manager and review available reports. Month End balancing and reporting is a crucial process with in a practice. This class offers advanced users the ability to understand Medical Manager Reports and what is important to monitor.
Class Time: 1:30PM – 4:30PM

Advanced Payments
This class will cover Payment Entry in depth, including bulk insurance payments, auto-pay patient payments, automatic write-offs, NSF checks, and refunds.
Class Time: 9:00AM – 12:00PM
Prerequisites:
User must have advanced knowledge of Insurance Payments and EOB, as well as basic knowledge of Medical Manager Payment posting.

  • Medical Manager Classes are conducted using Version 9.20 of Medical Manager.
  • ½ day classes are normally $300.00 but if both classes in the same day are purchased you will receive a $100.00 discount.

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