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SmartAdvisor Stand-Alone Courses

SmartAdvisor Client Code Setup

Duration: 2 hours

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

Learn how to copy and paste lines commonly found with physical therapy and chiropractic bills. Users also learn how to write a macro to change repetitive lines on a bill.

SmartAdvisor Fees

Duration: 2 hours

Learn how to 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 users 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

Master the art of using hot key commands in SmartAdvisor for bill entry/auditing purposes. Available wildcard searches are also reviewed.

SmartAdvisor Landing Zone User Work Queue

Duration: 2 hours

Learn to repair records restricted to the Landing Zone User Work Queue due to validation issues.

SmartAdvisor Negotiated Discounts

Duration:  1.5 hours

Learn how to perform a negotiated discount. Each step of the wizard is reviewed in detail.

SmartAdvisor PPO Profile

Duration:  1.5 hours

Learn how to create a PPO profile and walk through county,  state and national levels.. Sample profiles are used as training examples.

SmartAdvisor User Setup

Duration:  1.5 hours

Learn how to add/edit a user profile in SmartAdvisor software. Each tab and all the fields are reviewed.

SmartAdvisor User Work Queue

Duration:  2 hours

Receive training on both the Queue and Options tabs. Full functionality and detailed field descriptions are covered.


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Senate Bill 863 Webinar

Senate Bill No. 863 was lauded as a major reform of California’s $16 billion Workers’ Compensation system. In this sho...

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