Small Bytes eStatements Presented By: David Henshaw– National Accounts Manager

 Highlights of 2014 Demo Data  How To Access 2014 Demo Data  eStatements/Statement Manager Highlights  Examples  Question and Answer AGENDA

 “Small Bytes” series – intro to new demo system, small chunks, some training and sales tips.  30 minutes  Highlights  Features and Benefits Housekeeping

 All attendees will be in listen only mode  Please use the chat box for questions  Tech Issues – Shaun McAnulty  ext 7110  Please share your questions, comments and insight  PPT will be available as will Shaun’s resource Housekeeping

Multiple User Logins 2014 DEMO HIGHLIGHTS  Resellers now have both customer facing AND reseller facing demo accounts!  Whenever a 2014 login account is created, 2 user logins are made; End-User and Reseller User. This happens immediately with no intervention from the login creator.  Benefits of both login types:  Resellers can now use the demo to train their own staff without being in live data  Tasks and Reports can now be run from an administrative standpoint  Login Format  Resellers create a login like they normally have (or use their existing and change to See 2014 Demo Access Slides.)  VEN_[login] is instantly created

How do I get the new 2014 demo? 2014 DEMO ACCESS  There are 2 ways to get the new 2014 demo: Create a new login, or Update existing login  Create a new login  Step 1: Login with your vendor master login (You should have received this at NCO training. If you need a copy of this, please contact PI Support)  Step 2: Click the ADD button  Step 3: Fill out ALL fields:  Name (Your name)  Login Name (Your login)  (Your )  Password (demo password)  Menu (end user menu – you can choose based on the products you resell)  Vendor Menu (vendor menu – you can choose based on the products you use)  Demo Version (2014)  Step 4: Save!  You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.

2014 DEMO HIGHLIGHTS  All claim data is now 2014 data!  Rejection types and scenarios are now more accurate and up-to-date  Claims of every type!  The demo now includes Prof, Inst, AND Dental claims  The demo also includes EPSDT, DME, Anesthesia, Optical, and many other claim types  Secondary and Tertiary claims now exist in the demo  Demo Reset  Don’t forget!!!!!

eStatements – Top Features One solution to handle manage all statement needs – paper and A more cost effective alternative to paper statements! Additional Revenue Streams! Secure Bill Pay – patient payment services eStatements allows you to get into other patient payment services. Task Manager - Benefits

eStatements– Top Features (con’t) Allows for statement tracking, viewing and reporting History of the statement – received, opened,payments received Link to the e-payment web portal Customize background, banner, verbiage and link for eStatements Task Manager - Benefits

Electronic Payment Services– Top Features (con’t) Types of Patient Payments Accepted: 1. Front Office - Point of sale (co-pay or deductible) payment 2. Back Office - Patient discharge payment - Over-the-phone payment - Mail-in payment 3. Online - Payment via e-statement receipt -Payment via paper statement link 4. Lockbox- Automatic deposit of patient payments Task Manager - Benefits

Resources Available: Webinar Series posted on the Web Future Webinars New Promotion Piece Available Demo Script SBP Powerpoint Task Manager - Resources

Practice Insight now offers an Integrated Demo! INTEGRATED DEMO  The integrated demo will interface with your PM demo  If your users are sending claims and receiving responses automatically, we want the demo to reflect how they’ll actually be using the product  PI will work with you on getting the needed information for your integrated demo

SMALL BYTES WEBINAR SERIES  Our new series is meant to help guide our vendors through the new system, point out some of the highlights and help you navigate the system and new products  Pass this information to those that use the demo system for demos & training  Small Bytes Webinar Schedule – Wednesday Mornings at 10am CT: September 3 - Claim ManagerClaim Manager September 10 - EOB to ERAEOB to ERA September 17 - Task ManagerTask Manager September 24 - eStatementseStatements October 1 - ERA & Denial ManagerERA & Denial Manager October 8 - Clinical Claim ScrubbingClinical Claim Scrubbing October 15 - Reports & DashboardsReports & Dashboards October 22 - New Demo IntegrationNew Demo Integration  Please check your for Small Bytes registration links  These sessions will be recorded and distributed for those who cannot attend

QUESTION AND ANSWER