MDsuite Training Topics
As of January 2012, the following online training courses will be offered by DSI. You may use the "See available dates and times" link to see the upcoming schedule and register for courses. All training topics beyond those listed here will continue to be conducted via one-on-one training with your Product Specialist.
Note: Existing clients can purchase additional training or implementation time by email or at 800-875-0480 Option 3.
1000: Administrative Functions
Learn how to use the administrative functions including setting up operator permissions.
1 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: None
1 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: None
1010: EPM Setup
Learn how to set up the electronic practice management program by creating various tables of providers, procedure codes, diagnosis codes, payment types, etc.
2 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1000
2 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1000
1020: Insurance Plan Setup
Learn how to setup insurance plans in order to bill claims properly. Use plan settings to ensure payer policies are followed. See how easy it is to track payer fee schedules from year to year. This class is a must if you want to avoid claim rejections!
1 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1010
1 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1010
1030: Scheduler & Superbill Setup
Learn how to set up the scheduler with master schedules, schedule overrides, appointment types, etc., as well as the options for handling cancelled or missed appointments. Then learn how to create a custom Superbill for your practice. For electronic superbills, see class 1600.
2 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 1010, 1020
2 Hour Class
Class Outline
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 1010, 1020
1040: Patient Registration
Learn how to create patient accounts by adding demographic and insurance information. See how attaching Patient Alerts to accounts remind you of important patient information. Discover how to indicate a patient account as inactive.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020
1050: Scheduling
Learn the basics to run your office schedule efficiently: make appointments, create recurring appointments, modify appointments, check-in patients, block time, print Superbill forms, print daily schedule reports, and more.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Allied Health Professionals
Recommended Prerequisites: 1010, 1020, 1030, 1040
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Allied Health Professionals
Recommended Prerequisites: 1010, 1020, 1030, 1040
1060: Posting Patient Payments
Learn how to post patient co-pay and co-insurance payments, as well as adjustments. Discover how to work with unapplied credits and how to refund a payment.
1 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040
1 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040
1070: Posting Charges with the 3M Edit Engine Tool
Learn the basics of entering procedures, diagnoses and other important service details in the post charges screen. Understand how to work from a batch mode and how to make modifications to charges while in the batch or after posting. See how the 3M Edit Engine tool can assist you in scrubbing your data for potential rejections before billing your claims! Find out how to post co-pays at the same time as posting charges.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Charge Posters, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Charge Posters, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040
1080: Insurance Form Setup & Billing
Learn how to customize CMS 1500 forms for particular billing needs. Then see how to fix missing or erroneous billing data before sending the paper claims to your printer.
1 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070
1 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070
1090: Electronic Claim Setup & Billing
Learn how to set up an electronic destination, pull a pending charge report and fix missing or erroneous billing data. Then see how to generate an electronic claim file and manage your electronic files and reports.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070
1100: Patient Ledger
Learn how to read and organize the patient ledger, modify transactions and print reports of account detail. Find how to individually customize your ledger view to best suit how you work.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1060, 1070, 1080, 1090
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1060, 1070, 1080, 1090
1110: Posting Insurance Payments/ERAs
Learn how to post individual and group insurance payments, including working with allowed amounts, deductibles, coinsurance and write-offs. Then learn the beauty of electronic remittance advice files and how they can help you post payments much faster.
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100
2 Hour Class
Class Outline
Who Should Attend: Office/Practice Managers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100
