1. Introducing the PI 2014 Demo New and Improved Presented By: Deidre Lawson – Product Manager

2.  Highlights of 2014 Demo Data  How To Access 2014 Demo Data  Integrated PI/PM Demo  Introduction to Small Bytes Webinar Series  Question and Answer AGENDA

3. What is the PI Demo Account? 2014 DEMO INTRO  PI offers a demo account to our resellers in order to demo, train, test, and resell the product  The demo server is located on demo.ediinsight.com  The software is the same as the software on the production accounts  This is the same data that PI uses to demo the product to our clients  The user has the option to reset the demo during each login  The demo account resets itself every Sunday night  Each reseller can have unlimited logins to the demo database  All data is de-identified and has been updated to 2014 data

4. Task Manager 2014 DEMO HIGHLIGHTS  Tasks have increased from 6 to 35!  The default new demo user (Sally Manager) has 8 tasks assigned to her on the default screen  Using Filter Tasks, the user can now see tasks for ALL task types in order to demo the functionality of Task Manager  Vendor users also have administrative default tasks  Tasks are assigned by user/job description  Tasks are now assigned based off of the type of user assigned to them, so that the demo tells a story  Tasks of every type  Tasks of every type now exist as defaults in the Task Manager  This allows resellers to demo EOB to ERA Lockbox/Direct services as well as new CHECK, RESPONSE, WORKLIST, and ERA tasks

5. Claim Manager 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 Professional, Institutional, AND Dental claims  The demo also includes EPSDT, DME, Anesthesia, Worker’s Comp, and many other claim types  Secondary and Tertiary claims now exist in the demo  Clinical Claim Scrubbing available for 5010 demo file  The new 5010 claim file can also be used to show Clinical Claim Scrubbing

6. Statement Manager 2014 DEMO HIGHLIGHTS  Estatements now available!  Email statements are now included in the new demo  The entire email process can be demoed from the new account  Patient facing email information is also available  Statement number increased from 8 to 43  Statement data has been increased and made more diverse  Statements of all status types  New Statement Reports  Estatement Summary report now available  See Reports for more information

7. Eligibility Manager 2014 DEMO HIGHLIGHTS  Eligibility requests increased from 24 to 40  There are many more eligibility requests to view  Eligibility responses of every type  Now there are multiple coverage types to view  There are many more payer specific responses to view  Enhanced eligibility enrollment viewable  Enrollment and setup for enhanced eligibility is now viewable

8. ERA and Denial Manager 2014 DEMO HIGHLIGHTS  All ERA data updated to 2014  The transaction data is now more robust and up-to-date  Expected allowed “underpayments” now viewable  Under-allowed amounts will now display properly in the demo  Manage Tables now updated  Expected Amounts, Group/Reason Codes, and Working Payers are all updated with matching 2014 data  Transactions of every type  Paid, Denied, Pended, and Reversal statuses now available

9. Search Tools 2014 DEMO HIGHLIGHTS  All reports in Report Manager are set to run on defaults  Now EVERY report can be run from the demo account with pre-set defaults  Check search now contains 100+ checks  Custom Rules updated  New customer-specific custom rules have been added to better show the rule functionality  Working Payers populated  The customer’s individual working payer list is now populated with payers for every transaction type

10. Support Manager 2014 DEMO HIGHLIGHTS  New and Improved Issues  Better support manager issues are available to demo

11. Multiple User Logins 2014 DEMO HIGHLIGHTS  Resellers now have both customer facing AND reseller facing demo logins  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 2014. See 2014 Demo Access Slides.)  VEN_[login] is instantly created

12. How do I get the new 2014 demo? 2014 DEMO ACCESS  There are 2 ways to get the new 2014 demo: Update existing login or Create a new login  Update existing 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: Find your current login and click EDIT  Step 3: Fill out ALL blank fields and update demo version:  Email (Your email) **Email is required for new Estmt feature  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 and click on All Users at the top  You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.

13. How do I get the new 2014 demo? 2014 DEMO ACCESS  There are 2 ways to get the new 2014 demo: Update existing login or Create a new 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)  Email (Your email) **Email is required for new Estmt feature  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.

14. 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  Highlights of Integration:  Automatic custom claim file uploads  Claim and Scrubber responses posted to SFTP responses directory  270/271 Real-time transmission  835s delivered for auto-posting  Customized statements

15. 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 email for Small Bytes registration links  These sessions will be recorded and distributed for those who cannot attend

16. SMALL BYTES WEBINAR SERIES  New Marketing Materials regarding the updated software and data are available for you below: Claim Manager EOB to ERA - Lockbox Services & Automated Solutions Task Manager ERA & Denial Manager

17. QUESTION AND ANSWER