Video Tutorials

04-Video Tutorials
Passport OneSource Tutorials				Time (mm:ss)

Passport OneSource Training Video
OneSource Training Tutorial	(New)		MP4	46:12

Analytics and Reporting	Category	Level	Format	Time (mm:ss)

Coverage Discovery Dashboard - Power Reporting Portal	(New)		PDF

Power Reporting Portal	End-User	2	MP4	13:42
Power Reporting Portal User's Guide			PDF

Registration Quality Assurance (RQA) Reports Training	End-User	2	MP4	18:26

Self Service Portal and SSP User Admin Interface				Time (mm:ss)
SSP Client Admin Interface (Client Facing)

Self Service Portal (SSP) Functional Overview (New)	Tutorial	1	MP4	23:37
Self Service Portal (SSP) User's Guide	Tutorial	1	PDF

The Response, Conversions, and Estimates	Category	Level	Format	Time (mm:ss)

Patient Estimates User Guide			PDF
PE – Enhanced Benefit Match (1080p) FAQ – Client Facing	(New)		PDF
PE – Overview – UAT Client Doc (07/2017 Revision)	(New)		PDF

OneSource Eligibility User Guide (Updated)			PDF

Anatomy of a Benefit Response - Understanding Eligibility			MP4	5:11
Anatomy of a Benefit Response - Part Two			MP4	6:39
Meaningful Financial Conversations			MP4	14:14
Patient Estimates Overview			MP4	13:13

eCare NEXT Tutorials	Category	Level	Format	Time (mm:ss)

RQA - Alert Builder (New)
Registration Quality Assurance - Alert Builder	End-User	2	MP4	20:15

eCare Next - Full Presentation	End-User	2	MP4	37:38

eCare Next - Training Modules by Chevron

eCare Next - Introduction / Using the NEXT Bar	End-User	1	MP4	02:36
eCare Next - Work Queues	End-User	2	MP4	03:44
eCare Next - Demographics	End-User	2	MP4	02:40
eCare Next - Coverage	End-User	2	MP4	05:09
eCare Next - Registration Quality Assurance (RQA)	End-User	2	MP4	03:22
eCare Next - Patient Payment Estimator (PPE)	End-User	2	MP4	06:47
eCare Next - Medical Necessity	End-User	2	MP4	04:46
eCare Next - Notice of Admission (NOA)	End-User	2	MP4	01:36
eCare Next - OrderRite / PreCert	End-User	2	MP4	00:41
eCare Next - PayNav	End-User	2	MP4	05:44
eCare Next - PaymentSafe	End-User	2	MP4	02:12

eCare Next - ICD-10	End-User	2	MP4	02:46

Passport OneSource Tutorials				Time (mm:ss)

Passport OneSource Training (Client Facing)
Introduction and Eligibility				14:52
Batching				01:53
Referrals, Precertifications, and Notice of Admission				07:14
Claims Status				01:56
Address Verification				03:10
Financial Services				04:28
OneSource Codes				01:37
Online Reports				02:18
Features				05:08
Contact Us and Help				01:41

Self Service Portal				Time (mm:ss)
SSP Client Admin Interface (Client Facing)
Self Service Portal (SSP) User's Guide	Tutorial	1	PDF

Access, Chevrons, Overview, and Customer Portal	Tutorial	1	Video MP4	04:10
NPI Maintenance	Tutorial	1	Video MP4	03:46
Available Payers, Permissions, Payer Types, and Filtering	Tutorial	1	Video MP4	14:44
Managing Users, Disable and Add Users, Passwords, Access Permissions, Departments, Templates, Mappings, RQA and PPE Nebo IDs.	Tutorial	1	Video MP4	23:27
Manage Users and Master/Puppet Users	Tutorial	1	Video MP4	07:04
Configuration and IP Address Ranges	Tutorial	1	Video MP4	02:39
Online Reports, Running and Exporting Reports	Tutorial	1	Video MP4	04:02

eCareNEXT Work Queues				Time (mm:ss)

eCareNext Work Queues (Client Facing)
Overview and Creating a Work Queue				02:22
Categories and Logic of a Work Queue				03:17
To Assign a Work Queue				01:29

eCareNEXT - Patient Payment Estimator (PPE)				Time (mm:ss)

eCareNext - Patient Payment Estimator (PPE)
Using Self Service Patient Estimates (New)				05:25

Using the Charge Master and Template Search				02:07
Using Easy Search for Procedure Estimates				01:34
Using Historical Claims Search for Procedure Estimates				02:43

OrderSmart / FaxSmart				Time (mm:ss)

OrderSmart Physician Portal (Internal/External)
Adding New Orders				07:44
Adding New Patients				04:34
Understanding Worksheets				02:20

eCare Online				Time (mm:ss)

eCare Online - MedNec and OneSource Conversion
Medical Necessity and OneSource Conversion				21:08

eCare Online - Patient Payment Estimator (PPE)
Using the Charge Master and Template Search				02:52
Using Easy Search for Procedure Estimates				01:46
Using Historical Claims Search for Procedure Estimates				03:03
Using Price Quotes				01:34

	OneSource - New Features				Time (mm:ss)

	New Feature - OneSource Interface Favorites				00:50

	PaymentSafe				Time (mm:ss)


	PaymentSafe (Client Facing)
	Make Payments 2.0 - Single Payment				04:28
	Make Payments 2.0 - Payment Plan				01:52
	Make Payments 2.0 - GL Payments				02:54
	Search Payments 2.0 and Payment Plans				05:10
	Search Payment Plans 2.0				02:50

	Payment Navigator				Time (mm:ss)

	Payment Navigator (Client Facing)
	PayNav Overview and Product Summary				01:05
	To Process a Financial Screening Inquiry				01:53
	Warnings, Demographics, Financial Assistance, Propensity to Pay, Identity Theft, and Discrepencies				03:05
	Financial Assistance, Your Charity Policy, Financial Scores and Calculations				02:59
	Available Funds, Credit Accounts, Health Care Credit Score				03:19
	Full and Limited Views, Credit Report, Liens, Bankruptcy, Medical Collections Accounts, FCRA, and Usage				04:42
	Percent to Debt Income Ration, Residual Income per Household, Printing, and Saving Responses				02:35

Training Manuals (PDF)	Format

Introduction and Eligibility Manual (PDF)	PDF	N/A
Address Verification	PDF
Claims Status	PDF
CMS NPI Lookup	PDF
Codes	PDF
Free HealthLink	PDF
Referrals - Precerts	PDF
IntelliSource User's Guide	PDF

5/21/2014