RevolutionEHR Insight – Customer Portal » Training Videos

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Training Videos

New User Training Videos

1) The Basics

2) Additional User Interface

3) Overview of the Modules

System Admin Training Videos

1) Administration Part 1: Basics

2) Administration Part 2: Locations

3) Administration Part 3: Practice Preferences

4) Administration Part 4: User Roles

5) Administration Part 5: Employees

6) Administration Part 6: Data Configuration

7) Administration Part 7: Vendors and Partners

Catalogs, Services and Inventory Training Videos

1) Inventory Reconciliation Part 1

2) Inventory Reconciliation Part 2

3) Inventory Reconciliation Part 3

4) Inventory Services

5) Inventory Catalog: Inventory Transfers

6) Inventory Catalog: Contact Lens, Contact Lens Solutions, and Eyedrops Inventory

7) Optical: Product Catalog, Physical Inventory, Barcode Scanning & Visionweb

8) Product Catalog: Inventory Reports

Patient Management Training Videos

1) Patient Management: Demographics

2) Patient Management: Family and Contacts

3) Patient Management: Exam and Rx History

4) Patient Management: Account Pod

5) Patient Management: Notes, Dx History and Recalls

6) Patient Management: Insurance Pod

7) Patient Management: Orders

8) Patient Management: Changing Pods

9) Patient Management: Alerts to Immunizations

10) Patient Management: Patient Information Sidebar

11) Patient Dashboard Buttons

12) Recalls

Intra-Office Training Videos

1) Tasks

2) Messaging & RevDirect

Provider Focused Training Videos

1) How to Find a Started Encounter

2) Utilizing the Interview Workflow Step

3) Reason For Visit

4) HPI and ROS

5) Medications

6) Allergies, PFSH, Mood, Related Conditions

7) Family Medical & Ocular Health

8) CL History and Eval

9) Test Efficiencies

10) Comp Visual Testing & Optical

11) CL Trials and Rx's

12) Assessment Plan

13) Orders Medical

14) Encounter Buttons

15) Ongoing Care, Referrals, Surgery

16) Provider Exam CPI Library

17) Provider Exam Test Editor

18) Provider Focused Features: Drawing Tool, Referrals, Ongoing Care & More

Scheduling Training Videos

1) Scheduling: Employee Hours, Office Closed, Busy Times

2) Scheduling: Overview of Schedule Part 1

3) Scheduling: Overview of Schedule Part 2

4) Scheduling: Creating Appointment Slots and Employee Hours

5) Scheduling: Using Appointment Slots

6) Scheduling: Appointment Details

7) Scheduling: Filters

8) Scheduling: Wait List

9) Scheduling: Reports Overview

10) Scheduling Part 2: TAB & Communication Partners

Communications Templates Training Videos

1) Communication Templates: Creating & Customizing Your Letters

2) Communication Templates Part 1

3) Communication Templates Part 2

4) Communication Templates Overview

Optical Training Videos

1) Optical: How to Create an Order

2) Optical: Order Details -2

3) Optical: RX and Lens Information Slider - 3

4) Optical: Frame Information - 4

5) Optical: Billing Slider - 5

6) Optical: Status Buttons - 6

7) Optical: Contact Lenses Order - 7

8) Orders Optical Summary

9) Returning Contact Lenses

Orders Training Videos

1) Orders Module: Dashboard -1

2) Orders Module: Overview -2

3) Orders Module: Video 3

4) Optical: Contact Lenses Order - 7

5) Orders Optical: Order Processing & Order Billing

6) Smartflow for Sight

Accounting Training Videos

1) Accounting - Breaking Down An Invoice

2) Accounting - Creating an Invoice Within an Encounter

3) Accounting - Creating an Invoice Manually outside of an encounter or order

4) Accounting - Receiving Patient Prepayments

5) Accounting - Posting Insurance Payments Part 1

6) Accounting - Receiving Insurance Payments Part 2

7) Accounting - Navigating Other Payers

8) Accounting - Creating Patient Statements

9) Accounting - Credits and Refunds

10) Accounting - Posting Negative Insurance Payments

11) Accounting - Collections & NSF

12) Accounting: Accounting Reports Overview

13) Patient Check Out: Invoices & Claims

14) Accounting: Fee Schedules & Finance Charges

15) Accounting: Reports & End of Day Checklist

16) Accounting - Using Apply in Full

Claims Training Videos

1) Correcting Claims in Canada

2) Duplicate Health Number Errors

3) Rejected E-Claims for Trizetto / GatewayEDI

4) Gateway, Apex, Local 837 Configuration

5) Additional Claim Information (5010) Claim Codes Tab

6) Removing Claims from Claims to Submit

7) Creating Mock Claims for a Test File

8) Billing DME Glasses

9) Claim Preparation and Filing for the USA

10) Preparation for Electronic Claims

Device Integration, Support and Meaningful Use Training Videos

1) Device Integration: RevIntegrator, Marco Connect & Scanning

2) Technical Support: Troubleshooting Tips & Recommendations

3) Meaningful Use: Scorecard, System Rules & Insight Resources

RevolutionPHR Training Videos

1) PHR: Creating Login Credentials

2) PHR: Inside the Portal

3) PHR: Enable Scheduling, Assign tasks and Website set up

4) PHR: Enable Rx's on PHR and Dr Electronic Signature

5) PHR: Schedulable Templates

Reconciliation Training Videos

1) Inventory Reconciliation Part 1

2) Inventory Reconciliation Part 2

3) Inventory Reconciliation Part 3

Coding Training Videos

1) Auto Triggers

2) PQRS & Auto Code

3) Coding Screen

Custom Reports

1) Custom Reports Part 1

2) Custom Reports Part 2

Encounter Configuration Training Videos

1) Encounter Configuration Part 1

2) Encounter Configuration Part 2

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Updates Prior to 2018

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