Jane's Training Program

Introduction

Creating Insurers

Creating Patient Policies

Booking an Insured Visit

Managing the Insurer Invoice

Patient Pays Remaining vs. User Fee

Receiving an Insurer Payment

🇨🇦 Secondary Insurance Policies in Canada

🎯 Practice Scenario in the Demo Clinic

📹 Video 1 — Canadian Insurance Workflow

📹 Video 2 — Common Claim Fields

📹 Video 3 — Receiving an Insurer Payment (Part 1)

📹 Video 4 — Receiving an Insurer Payment (Part 2)

Introduction

Setting Up the Teleplan Integration

Setting Up Staff for Teleplan

Creating Teleplan Insurers

Step 1 - First Stop

Step 2 - Validate

Step 3 - Queue for Submission

Step 4 - Submit

Step 5 - Review Outcomes

🎯 Practice Scenario in the Demo Clinic

Introduction

Identifying Messages & History

Correcting Errors & Resubmitting

Debit Requests

🎯 Practice Scenario in the Demo Clinic

Introduction

What is Pacific Blue Cross?

Setting Up Your Integration

Setting Up an Insurer & Patient Policy

Submitting a Claim

Reversing a Claim

Common Troubleshooting

🎯 Practice Scenario in Demo Clinic