Internal Workflow Management

Manage payment schedule followup, diary code setup and automation, and new claim import processes, plus management reports.

This training package will kickstart firms that rely on mostly manual processes and help you automate for efficiency. Includes how to set up a proper workflow in Collection-Master and how to automate some of the biggest pain points.

We’ll cover how to manage payment schedule followup, diary code setup and automation, and new claim import processes. Also learn how management reports can give you a better idea of how your staff is performing. We'll spend one hour each on the following topics:

• Diary reports, diaries, queues, and diary report automation.
• Payment schedule and payment recognition setup. Reviewing Autopost and Autoreversal.
• New claim assignment and overview of process on claim import, going over 4-2-1-1 if using EDIs.
• CM EDI as a tool for importing data, batch Mergepop, 4-1-4-1, Overview of Events.ini for manual input, and EDI_Events.
• Management reports, tracking user activity, and building internal follow up.

This service is intended for firms that believe they are not getting the full value out of Collection-Master or have not reviewed their internal workflow for an extended period of time.

Many offices build procedures, instructions, and internal guides based on the needs and limitations in place at the time. Any office needs to periodically review their procedures and in-house instructions to make sure efforts aren’t wasted due to unclear instructions, improper use of tools, or steps that provide no value.

Reducing as much manual labor as possible will not just make your office faster; with the right tools, it can also help reduce errors from human input.