Software Training Courses for All Skill Levels

The Mitchell SmartAdvisor™ product education courses are designed for all of our clients who want to optimize their skills with any of the SmartAdvisor software products. The courses focus on delivering the specific training that result in benefits for both the employee and the company, especially when the individual acquires higher skill levels and contributes to overall improved efficiencies within the organization. Our courses are highly interactive and include exercises, case studies and lab to facilitate and maximize the learning experience. Contact your account manager for more details

SmartAdvisor Software Training       Instructor led       Live webinar

SmartAdvisor Bill Entry
Duration: 3 days         Delivery method: Instructor-led
Learn skills required to enter and audit bills in SmartAdvisor. Participants will learn basic and advanced features of SmartAdvisor and apply what has been learned with hands on practice.

SmartAdvisor Supervisory (Set-up)
Duration: 1 day         Delivery method: Instructor-led
Supervisors are trained on SmartAdvisor set-up topics such as: Client Setup (field descriptions and functionality for each tab), User Setup (creating and editing the user profile), creating a Claim System and Provider Subset, EOR Profile and more.  (This course is usually offered as part of a three day "pre-go-live" training with Capstone Rule Writing (Basic).)

Capstone® Advantage
Duration: 2 hours         Delivery method: Live webinar
This course provides our clients with the tools necessary to be able to request a Capstone rule to be developed by Mitchell. The rules will be implemented by Mitchell to be used in conjunction with SmartAdvisor software. Participants will learn how to request a rule by completing the Rule Request Form. Participants will also learn basic Capstone terminology applicable to rule writing.

Capstone® Rule Writing (Basic)
Duration: 2 days         Delivery method: Instructor led
Learn the skills required to create rules for use with SmartAdvisor software using Capstone. Participants will learn how to write basic rules and conduct rule testing. Hands-on application and sample training scenarios will also be integrated in the course.  (This course is usually offered as part of a three day "pre-go-live" training with SmartAdvisor Supervisor (Set-up).)

Capstone® Rule Writing (Advanced)
Duration: 3 days        Delivery method: Instructor led
Create calculations, functions and lookup tables in Capstone. Participants will learn how to write advanced rules and conduct rule testing. Hands-on application and sample training scenarios will also be integrated in the course.  (This course is usually offered three months following Capstone Rule Writing (Basic).)

SmartReports: Overview
Duration: 2 hours         Delivery method: Live webinar
Supervisors are trained to produce reports in a web-based environment using SmartAdvisor data. Both standard and analysis reports will be covered.  Additional topics include how to create Subscriptions and Favorites.

SmartReports: Report Builder
Duration: 2 hours         Delivery method: Live webinar
Microsoft SQL Server Report Builder is integrated into SmartReports.  This course contains information on Report Builder functionality including: user access, creating custom table reports, creating custom fields based on calculations or functions, and linking templates to SmartReports menus.

Claims Examiner Portal (CEP)
Duration: 2 hours         Delivery method: Live webinar
Maximize your use of Claims Examiner Portal (CEP). Claims examiners can get an instant online “view” into the SmartAdvisor bill review process. Additionally, adjuster approval functionality will be covered enabling line adjustment, claim reassignment, and more.

SmartAdvisor Stand-Alone Courses

(These courses are covered during the SmartAdvisor Bill Entry and SmartAdvisor
Supervisory courses.)

SmartAdvisor Client Code Setup
Duration: 2 hours         Delivery method: Live webinar
Gain an understanding of the field descriptions, functionality and dependencies for each tab in the client setup area of the application.

SmartAdvisor Copy/Paste and Macros
Duration: 1.5 hours   Delivery method:  Live webinar
Learn how to copy and paste lines commonly found with physical therapy and chiropractic bills. Users will also learn how to write a macro to change repetitive lines on a bill.

SmartAdvisor Fees
Duration: 2 hours   Delivery method:  Live webinar
Create fees within SmartAdvisor software. The Fees module is a highly flexible, customizable tool that adds increased functionality to the bill review fee generation process. The Fees module allows clients to set up methods for generating bill review fees based on multiple billing and provider types.

SmartAdvisor Hot Keys Review and Wildcard Searches
Duration: 1.5 hours   Delivery method:  Live webinar
Master the art of using hot key commands in SmartAdvisor for bill entry/auditing purposes. Available wildcard searches will also be reviewed.

SmartAdvisor Landing Zone User Work Queue
Duration: 2 hours   Delivery method:  Live webinar
"Repair" records restricted to the Landing Zone User Work Queue due to validation issues.

SmartAdvisor Negotiated Discounts
Duration:  1.5 hours   Delivery method:  Live webinar
Learn how to perform a negotiated discount. Each step of the wizard will be reviewed in detail.

SmartAdvisor PPO Profile
Duration:  1.5 hours   Delivery method:  Live webinar
Learn how to create a PPO profile. A walk through of the County, State and Country levels will be explained. Sample profiles will be used as training examples.

SmartAdvisor User Setup
Duration:  1.5 hours   Delivery method:  Live webinar
Learn how to add/edit a user profile in SmartAdvisor software. Each tab and all the fields will be reviewed.

SmartAdvisor User Work Queue
Duration:  2 hours   Delivery method:  Live webinar
Receive training on both the Queue and Options tabs. Full functionality and detailed field descriptions will be covered.