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