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SourceMedical Training Request

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Leading Source for Outpatient Solutions

Instructions:  Complete all fields. Select the title of the lesson in the drop down box that you would like us to schedule . If you do not see the lesson title in the list, enter your requested topic into the Comment box.  Click on the  Submit Request button to submit the completed form.

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By checking here and submitting this form, I authorize attendance of members of my organization in the training session indicated in this form.  I am authorized to enroll members of my organization for SourceMedical training and I understand that the payment method I select will be applied for each class attended. 

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PerformanceExpert Services

Scroll to the requested class.SurgiSource SSBI25R Assign Patient ID Visit Account Billing NumbersSurgiSource SSBI20R Patient Numbering Scheme RelationshipsSurgiSource SSBI15R Form and Table NavigationSurgiSource SSBI10R Patient Flow-Scan-LookupSurgiSource SSBI65R Contracts Flat FeeSurgiSource SSBI70R Fee Group Setup and Contracts Based on Fee GroupsSurgiSource SSBI75R Contracts Fee Groups Plus Carve OutsSurgiSource SSBI80R Contracts Fee Groups Plus CarveOuts and UngroupedSurgiSource SSBI85R Contracts-Medicare Fee Groups Plus PercentageSurgiSource SSBI90R Contracts Percent ReimbursementSurgiSource SSBI100R Using the Patient Account FormSurgiSource SSBI105R Using the Billing RecordSurgiSource SSBI110R Entering and Posting ChargesSurgiSource SSBI111 Enter Charges w Contract Adj and MedigapSurgiSource SSBI115R Correcting Unposted and Posted ChargesSurgiSource SSBI120 Reversing a Posted ChargeSurgiSource SSBI125R Creating a Billing AdjustmentSurgiSource SSBI220R Completing the Clinical LogSurgiSource SSBI230R Implants-Pathology and Chart ReviewSurgiSource SSBI95R Creating Stmt MessagesSurgiSource SSBI175R Printing Scheduled StatementsSurgiSource SSBI176R Printing Patient Statements and Ad Hoc Statements,wrfSurgiSource SSBI180R Reprinting Patient StatementsSurgiSource SSBI185R Printing Insurance ClaimsSurgiSource SSBI190R Reprinting and Regenerating Insurance ClaimsSurgiSource SSBI30R CPT Code MaintenanceSurgiSource SSBI35R Transaction CodesSurgiSource SSBI40R Proc Optn Accel StmtsSurgiSource SSBI45R Proc Optn Due From PatientSurgiSource SSBI50R Proc Optn Full Balance DueSurgiSource SSBI55R Proc Optn Pymt PlanSurgiSource SSBI60R Payer ProfileSurgiSource SSBI210R Center Follow Up FormSurgiSource SSBI215R FASA ReportingSurgiSource SSBI130R Entering Payments OverviewSurgiSource SSBI135R Entering Payments Writeoffs and PostingSurgiSource SSBI140R Entering Insurance DenialsSurgiSource SSBI145R Entering a Stand Alone AdjustmentSurgiSource SSBI150R Entering Interest PaymentsSurgiSource SSBI160R Entering a Payment Prior to Entering ChargesSurgiSource SSBI165R Correcting Posted and Unposted PaymentsSurgiSource SSBI170R Saving and Completing a Work In Progress TransactionSurgiSource SSSE25R Clinical Log User TablesSurgiSource SSEC210R WebMD ECS SetupSurgiSource SSEC220R WebMD ECS BillingSurgiSource SSFD10R Form Alignment and Moving FieldsSurgiSource SSFD15R Adding New FieldsSurgiSource SSFD20R Edit, Delete Fields Change FontSurgiSource SSIN55R Physical Count PreparationSurgiSource SSIN60R Entering the Physical Count-Valuation ReportsSurgiSource SSIN35R Managing Your Inventory through ReportsSurgiSource SSIN45R Creating POs and Supply TemplatesSurgiSource SSIN50R Receiving Items on a Purchase OrderSurgiSource SSIN10R Inventory Facility ConfigurationSurgiSource SSIN11R Inventory Group ConfigurationSurgiSource SSIN15R Units of MeasureSurgiSource SSIN20R Vendor MasterSurgiSource SSIN25R Item Master - Add New ItemsSurgiSource SSIN26R Item Master MaintenanceSurgiSource SSIN30R Adjusting the Quantity on HandSurgiSource SSRE05R Using the Report ModuleSurgiSource SSRE06R Memorizing and Exporting ReportsSurgiSource SSRE10R Pre-Collection Follow-upSurgiSource SSRE80R Clinical ReportsSurgiSource SSSC15R Scheduling a PatientSurgiSource SSSC20R Canceling and Moving CasesSurgiSource SSSE10R Table MaintenanceSurgiSource SSSE15R Input ConfigurationSurgiSource SSSE20R User PermissionsVision SVAP10 Library Setup for SchedulingVision SVAP20 Preference CardsVision SVAR30 ChargesVision SVAR40 Patient BillingVision SVAR45 Payments and DepositsVision SVAR60 CollectionsVision SVBA10 Billing AdjustmentsVision SVBC10 ContractsVision SVBM10 Month End CloseVision SVBR10 Registering a PatientVision SVMM10 Inventory and Resource SetupVision SVMM30 Inventory Adjustments and Purchase OrdersVision SVMM40 Physical CountsVision SVOV10 OverviewVision SVOV20 Logins and SecurityVision SVRR10 ReportsVision SVSB10 Schedule BlocksVision SVSP10 Scheduling a PatientAdvantX Collectors DesktopAdvantX SAAP30 Schedule CasesAdvantX SAAR30 Charges and PaymentsAdvantX SAAR40 Patient Billing ReviewAdvantX SAAR50 Month End ReportsAdvantX SAAR60 CollectionsAdvantX SAMM10 Inventory SetupAdvantX SAMM30 Inventory Adjustments and Purchase OrdersAdvantX SAMM40 Physical CountsAdvantX SARE20 Registering PatientsOther (Describe under Comments)

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