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Centricity PM™ Course Descriptions
Training

Administration
This class details setting up your system. You will learn how to set up security, doctor files, insurance plans, fee schedules, procedure codes, diagnosis codes, appointment reasons, and many other tables required for the optimum use of Centricity.
*NOTE: THIS CLASS IS 2 DAYS!
Class Time: 9:00AM – 4:00PM

Front Office
This class includes an in depth look at Patient Entry and Appointment Scheduling. Individuals that schedule appointments as their primary job function should take this class to ensure that they are optimizing the Centricity Appointment Scheduler. This Front Office training class will include scheduling, canceling and rescheduling appointments, as well as, finding the “next available appointment” and appointment screen views. This class also covers posting patient payments at the time of service, approving visits, Case Management, printing superbills, patient profiles, appointment schedules and balancing.
*NOTE: THIS CLASS IS 2 DAYS!
Class Time: 9:00AM – 4:00PM

Billing Office
This class details Charge Entry, Payment Entry and Closing procedures in Centricity. It will also include how to work with search criteria and basic workflow management of Centricity visits. This class will cover patient statement routines and Insurance Billing. We will go over proper workflow for paper and electronic insurance billing. Additionally, this class will show patient and insurance payment posting. You will learn how to work with batches and balance each day utilizing Transaction Management and Charge Management. Also covered, is the Centricity Report component detailing how to utilize the search and sort options of many reports. We will also review how to set up Collections as well as working with the Collections component and A/R Component.
*NOTE: THIS CLASS IS 2 DAYS!
Class Time: 9:00AM – 4:00PM

Prerequisites:
User must have knowledge of basic medical office terminology and office workflow as well as understand the goals of the practice with patient and insurance collections.

New Employee Training
This is the best way to help get your New Employee’s trained and ready for their first day on the job. During this one-day training session, you will learn the day-to-day functionality of Centricity including Scheduling, Patient Entry, and Posting Patient Payments, running basic daily reports & balancing, and closing their batch.
Class Time: 9:00AM – 4:00PM
Prerequisites:
Users must have basic knowledge of their new office work flow and daily procedures.

  • Centricity classes will be conducted using Version 7.00 (Centricity PM 2004). Users on other versions can always benefit from training sessions but may not have all the same features in their offices.
  • All users attending Centricity classes must have basic Windows knowledge and understand how to use a mouse.

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