Eyecare Advantage To register, Click on (Take Course Now ...lms.compulink-software.com/lms/syllabus/CatalogMasterEyecare.pdf · Eyecare Advantage To register, Click on (Take Course

Eyecare Advantage

To register, Click on (Take Course Now!) Enter your Student Username, then Login.Courses with a green star ★ are recent additions to the catalog. Type Ctrl+F simultaneously to open a search box and easily find courses in the catalog.

Course Catalog: MasterLevel: '*'

CourseID Course Name Course Description Level Minutes

ABOUT COMPULINK UNIVERSITY

A Quick Start to Compulink University

SDE_130

(Take Course Now!)

7Compulink University Quick Start Take a quick look at how to log in to Compulink University and

register for courses.✩

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Accessing Compulink University From Mobile Devices

SDE_125

(Take Course Now!)

1Accessing Compulink University From Mobile Devices

Accessing Compulink University from a mobile device has never been easier. See what updates have been made to make navigation more efficient.


Compulink University Course Catalog Shopping Cart

SDE_115

(Take Course Now!)

2Compulink University Course Catalog Shopping Cart

This brief course outlines the new Shopping Cart feature inside the Course Catalog in Compulink University. This new tool makes registering for courses easier and more efficient than ever before.


Monday, April 27, 2020 Page 1 of 68

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For the Administrator

CU_206

(Take Course Now!)

7Compulink University for the Administrator: Student Accounts

This course covers how to add Student Accounts to the Learning Management System through the Login ID's table of the Advantage Software. The course was recently updated to include the latest changes in the Login IDs table.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=CU_206#

CU_212

(Take Course Now!)

6Compulink University for the Administrator: Overview of the Admin Portal

You will learn how to navigate the Admin Portal for the Learning Management System.The Users Guide will also be shown during this session.


CU_216

(Take Course Now!)

14Compulink University for the Administrator: Manager Reports

Learn how to run the Manager Reports available to the Administrator in the Admin Portal. A sample of each report will be shown during the session.


CU_231

(Take Course Now!)

4Compulink University for the Administrator: Exam Results & Analysis Reports

This course will show how to run the Exam Results Report as well as to be able to further analyze Exam Results.


eLearning Tools and Resources

ELEARN_140

(Take Course Now!)

21eLearning Tools and Resources This course will review 3 of the many Learning Resources that are

available to you and how you access them. This includes an overview of the Education page on our Compulink client website, a brief tour of Compulink University and a look into our Online Help file.

✩

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ABOUT VERSION 12.2

A Sneak Peek at Version 12.2


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122_PAT_100

(Take Course Now!)

9V12.2 New User Interface Here is a sneak peak of Advantage V12.2 that will showcase a

new User Interface. Advantage has been given an updated look and feel with new fonts, new button styles and new colors. This will preview the changes in the command menus.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=122_PAT_100#

SDPM_110

(Take Course Now!)

3V12.2 Automatic Communications New Auto Communication features for Patient Contact and Referral

sources will send the document of your choice or a CCD automatically through PracticeWatch upon sign off of a patient's medical record.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPM_110#

SDPM_125

(Take Course Now!)

312.2 GUI Customization With V12.2 and beyond, you can now customize the 'look' of your

Advantage software using the GUI Customize tool. This course will give you a brief look at how it works!

✩


SDPM_115

(Take Course Now!)

3V12.2 Online Payments Coming Soon!

With Online Bill Pay, patients are now able to view either a Receipt or a Statement in the Patient Portal, and send an online Credit Card payment to the office via the merchant interface.

✩


SDPM_120

(Take Course Now!)

3New V12.2 Search Command This short course provides an overview of the new Search window

and all of it's enhanced features.✩


SDPM_140

(Take Course Now!)

2V12.2 SMART Workflow Patient Tracking has been improved and re-branded as SMART

Workflow. All the information you need to manage your patient workflow is right at your fingertips!

✩



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SDEHR_110

(Take Course Now!)

5V12.2 New SMART Orders Window

This brief course showcases the new SMART Orders window. A great new efficiency tools that allows you attach multiple orders sets to specific diagnoses and edit tables all in one screen.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDEHR_110#

SDPM_135

(Take Course Now!)

2V12.2 Task Management Are you ready to take your patient-related actions or task

reminders to the next level? Let’s take a brief look at this new Task management feature, designed to replace the current Todo functionality.

✩


Advance Payments

SDL_150

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4Advance Payments This course will cover how to accept Prepayments without having

Unapplied payments on the ledgers.✩

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Ledger

LEDG_550

(Take Course Now!)

42V12.2 Ledger: Posting Charges Learn how to post a service charge from the ledger or from EHR,

how to post a material or inventory charge and how to post radiology charges. Take a deep dive into the field definitions of the Add/Edit/Insert Charge Window for complete details.

✩

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LEDG_555

(Take Course Now!)

43V12.2 Ledger: Posting Payments This course covers all of the Credit command options: Responsible

and Auto Responsible commands, posting Insurance payments, $0.00 EOBs, as well as posting Unapplied credits and Transfers. We will also cover how Batch Posting works.

✩


LEDG_560

(Take Course Now!)

30V12.2 Ledger: Post Adjustment & Refunds

This course reviews several types of ledger adjustments and refunds including the following: Posting Adjustments, Acct. Resp. and Insurance Refunds, Delete Line Item Payment Distribution, Insurance Over-Payments, Void Entry and Return as well as applying Zero $0 Adjustments.

✩



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LEDG_565

(Take Course Now!)

48V12.2 Claims: Setup And Posting Workflow

This course reviews the key look-up tables associated with claims processing and important fields to complete within each one. Proper setup of the patient's insurance record and ledger posting of charges, payment and refunds complete the workflow.

✩


SDL_155

(Take Course Now!)

1V12.2 Ledger: Batch > Worklist Take a brief look at the ledger Batch > Worklist feature; an

efficiency too designed for Batch Check Posting for EOBs that post across multiple patient ledgers.

✩


SDL_165

(Take Course Now!)

4V12.2 Setting & Collecting A Co-Pay

Briefly review how to set a co-pay on a patient's record and the options available for collecting and posting a patient co-pay prior to the charge being posted to the ledger.

✩


Login IDs Table

SATAB_100

(Take Course Now!)

22V12.2 Login IDs Table This course explains the purpose of the Login IDs table, who has

access to it, and defines how the settings 202in this table affect a user's abilities to perform in the software .

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SATAB_100#

Revenue Opportunity Report

SDRPT_F_100

(Take Course Now!)

7Revenue Opportunity Report Compulink features many services which reduce cost and improve

efficiency. The Revenue Opportunity Report highlights multiple ways your practice can benefit from the add-on services Compulink offers.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDRPT_F_100#

Setting Grid Menu Preferences

SDSATAB_100

(Take Course Now!)

3V12.2 Setting Grid Menu Preferences

This short course covers setting the user's grid menu preference of the ellipsis or navigation commands.

✩

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Tab Migration in V12.2

SDCUST_100

(Take Course Now!)

4V12.2 Tab Migration This brief course showcases the new Tab Migration tool in Screen

Builder. This tool will be helpful for clients that have customized tabs and would like to migrate them to the new V12.2 GUI.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDCUST_100#

Task Management

122_PAT_150

(Take Course Now!)

10V12.2 Table Setup > Task Management

Explore new tables created to support the new Enterprise Task Management system introduced in V12.2. Learn what each table is used for and view a demonstration of how to create entries in each.

✩


122_PAT_155

(Take Course Now!)

8V12.2 Enterprise Task Management Learn about our new Enterprise Task Management feature

introduced in V12.2. Designed to replace the current Todo functionality, Task Management offers advanced features with abilities to assign Task/Payor Groups in the patient Exam.

✩


ACTIVATE WITH ADVANTAGE FOR NEW CLIENTS

Orientation and Product Briefing

AA_200

(Take Course Now!)

5AWA: Orientation and Product Briefing

This Activate with Advantage course is an overview of the self-paced eLearning tool for new Advantage users who want a quick and comprehensive implementation.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=AA_200#

Activate with Advantage

AA_205

(Take Course Now!)

42 AWA: Table Setup This course presents an overview of the Advantage Software

functionality. Those working on your table setup with our internal Compulink implementation team and Training Specialists will benefit from our introduction to customization in System Setup and the look-up tables.

✩



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AA_210

(Take Course Now!)

32 AWA:Patient Demographics and Services

In this course we introduce Patient Demographics features. Upon completion, attendees will be able to create and search for a patient record, add insurance information, referrals and much more.

✩


AA_207

(Take Course Now!)

12 AWA: Appointment Setup & Functionality

In this course we introduce Patient Demographics features. Upon completion, attendees will be able to create and search for a patient record, add insurance information, referrals and much more.

✩


AA_215

(Take Course Now!)

22 AWA: Ledger And Insurance Basics

This course introduces features related to ledger transactions and basic insurance situations. You will receive instructions on posting services to insurance, insurance functions and remittance posting.

✩


AA_220

(Take Course Now!)

30AWA: EHR Basics This session will introduce attendees to the features related to

EHR documentation and functionality. Topics include layouts, icons, shortcuts and Government compliance.

✩


AA_225_OZ

(Take Course Now!)

15AWA: SPEC POS Basics This is an introduction of the Spectacle Tables. Attendees will

learn how to complete the primary SPEC POS tables and see how they relate to the Spectacle Rx.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=AA_225_OZ#

AA_230_OZ

(Take Course Now!)

17AWA: Optical Inventory You will be introduced to the Inventory tables as well as the

Inventory process in your Advantage Software.✩


ACTIVATE WITH ADVANTAGE FOR ESTABLISHED CLIENTS

Activate with Advantage






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AA_206

(Take Course Now!)

39 AWA:Table Setup This course presents an overview of the Advantage Software

functionality for established Compulink clients and their new staff. It is designed for those responsible for table maintenance.

✩


AA_211

(Take Course Now!)

30AWA: Patient Demographics and Services

In this course designed for established Compulink clients and their new staff, we introduce Patient Services and Demographics. Upon completion, you will be able to create and search for a patient record, add insurance information, referral information and much more.

✩


AA_208

(Take Course Now!)

11 AWA: Appointment Setup & Functionality

This course introduces Version 12.2 Appointment Scheduling features to Established Clients. Upon completion, you will understand Appointment Table Setup, editing Patient information from the scheduler and be able to schedule, reschedule and cancel Appointments.

✩


AA_216

(Take Course Now!)

21AWA: Ledger And Insurance Basics This course for established Compulink clients and their new staff

introduces features related to ledger transactions and basic insurance situations. You will receive instructions on posting services to insurance, insurance functions and remittance posting.

✩


AA_226_OZ

(Take Course Now!)

15AWA: SPEC POS Basics Established Compulink clients and their new staff will be introduced

to the Spectacle Tables in this course. They will learn how to complete the primary SPEC POS tables and see how they relate to the Spectacle Rx.

✩


Version 12.1

AA_121

(Take Course Now!)

25AWA: EHR Basics This session for established Compulink clients and their new staff

will introduce attendees to the features related to EHR documentation and functionality. Topics include layouts, icons, shortcuts and Government compliance.










AA_131_OZ

(Take Course Now!)

18AWA: Optical Inventory Setup This course is designed for established Compulink clients and their

new staff. Learn about the Ophthalmic Inventory tables as well as the Inventory process in your Advantage Software.


ADMINISTRATOR - SETUP & TOOLS

Administrative

TAB_180_OZ

(Take Course Now!)

23Login IDs Table This course explains the purpose of the Login IDs table, who has

access to it and defines how the settings in this table affect a user's abilities to perform in the software.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_180_OZ#

PM_300

(Take Course Now!)

6About Passwords and Guidelines for Password Strength

This course explains the basics of Password characterization and provides suggestions for creating strong passwords.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PM_300#

PM_305

(Take Course Now!)

11Password Reset, User Lockout and Deactivate

This course explains how and why a Password should be Reset, what happens when a User is locked out of the system and how/why to deactivate a User.


PM_310

(Take Course Now!)

5Password Problems and Solutions This course reviews some of the most common issues a client

might have when logging into their Advantage software, and identifies solutions to resolve the issue.


PM_331_OZ

(Take Course Now!)

6System Setup: Add Defaults This course covers the Add Default tab of System Setup that can

be used to pre-set information that all new patients inherit as they are added to the system.

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PM_336_OZ

(Take Course Now!)

10System Setup: Acct Billing This course covers the Acct. Billing tab of System Setup to

establish defaults associated with the financial management of the office.


PM_341

(Take Course Now!)

5System Setup: AP/GL Defaults This course covers the AP/GL Defaults contains setup information

for the internal Accounts Payable and General Ledger features.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PM_341#

PM_346_OZ

(Take Course Now!)

16System Setup: Miscellaneous Tab This course covers the Miscellaneous tab screen where you set

parameters which allow you to establish security controls and customize data entry.


PM_351

(Take Course Now!)

10System Setup: System Administrator This course covers the System Administrator tab for establishing

practice rules related to User Passwords and System Audits.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PM_351#

PM_171

(Take Course Now!)

16Running Diagnostics This course will discuss what Diagnostics are used for, where they

should be performed and the files that they access. Walk through the Diagnostic process. Review the Diag.Log file. Discuss the frequency of Diagnostics. Go over Auto Diagnostics.


ADVANTAGE AT A GLANCE

New Advantage Help UI

SDE_120

(Take Course Now!)

2New Advantage Help UI Check out the changes to Advantage Help! We're sporting a new

contemporary look for our user interface which promotes improved readability.


Version 12.1









SDA_105

(Take Course Now!)

1012.1 Appointment Changes - Things to Know and Do

This course offers tips for a smooth transition to the V12.1 Appointment Schedule, before and after updating.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDA_105#

SDPAT_105

(Take Course Now!)

4Patient Workflow Tracking Check out this course on the new Patient Workflow Tracking

features. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPAT_105#

SDPM_105

(Take Course Now!)

2Changes To Workstation/User License Configuration

System Administrators and IT will benefit from improved usability in Workstation Setup & Configuration.


SDEDI_110

(Take Course Now!)

3Updated Claim Edit Error Report V12.1 includes enhanced Claim Scrubbing and Billing features. If

a client is utilizing these and still wishes to run a paper Claim Edit Error Report, they will need to run this updated report version. This updated report includes menu options for filtering the report data. This course reviews all of those options and provides a brief overview of the report information.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDEDI_110#

Advantage ERX

SDERX_100

(Take Course Now!)

2Advantage ERx Pharmacy List The AdvantageERx e-prescribing interface has a new feature

where a default Pharmacy List is created and built upon every time a new pharmacy is added to a patient's account. This list default displays for easy selection from a list of your previously selected pharmacies.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDERX_100#

SDERX_105

(Take Course Now!)

2Advantage ERx: Consent for ERx History

See how the 'Consent' field on the patient demographic screen affects the ability to access and download a patient's ERx history



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SDERX_110

(Take Course Now!)

12AdvantageERx: Prescribing a Standard Medication

This course covers the following information: Adding a Standard Medication, Formulary search, accessing the E-Prescribe window, selecting a Pharmacy and Screening, Reviewing and Transmitting the Medication.


Appointments

SDA_100

(Take Course Now!)

3Appointment: Move Templates Command

Move and reassign your scheduling template from one date to another seamlessly. Your staff will save time by having direct access to flexible scheduling options.


Compulink University

SDE_115

(Take Course Now!)

2Compulink University Course Catalog Shopping Cart

This brief course outlines the new Shopping Cart feature inside the Course Catalog in Compulink University. This new tool makes registering for courses easier and more efficient than ever before.


SDE_100

(Take Course Now!)

2Navigating With the TOC Navigating courses with the TOC puts you in the driver’s seat!

Easily drill down to the information you care about and quickly revisit a concept.


SDE_106

(Take Course Now!)

3Add An Advantage User To Compulink University

Take a quick look at what is needed to set up a student account to be able to access Compulink University.

✩


Electronic Faxing

SDPM_100

(Take Course Now!)

4Electronic Faxing Using Updox The short course reviews the setup and functionality of the e-

faxing feature using Updox, within the Advantage software.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPM_100#









ExpressBill

SDEXBILL_100

(Take Course Now!)

6ExpressBill: Getting Started This course discusses what ExpressBill is, what the fees are, how

to request services, what to do for install and setup and the final steps before sending Statements and/or Recalls.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDEXBILL_100#

Ledger

SDL_110

(Take Course Now!)

2Ledger - Ledger Table Utility This course introduces the new Ledger Utility command that allows

staff members of your choice direct access to 5 key financial tables for additions or changes.


SDL_115

(Take Course Now!)

5Benefits Of Line Item Posting Ledgers

This short course briefly outlines some of the benefits of utilizing Line Item Posting ledgers as well as shows what some of the differences are between standard and LIP ledgers.


SDL_125

(Take Course Now!)

2Posting from the EHR The brief course walks through the steps of posting to a patient

ledger from the EHR.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDL_125#

SDL_130

(Take Course Now!)

3Payor Notes This short course presents the Ledger Payor Notes functionality

with the companion RCM Insurance Follow-up Worklist.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDL_130#

Optical

SDO_100

(Take Course Now!)

1Spectacle Pricing Table DME Update

The course reviews the new automated feature for updating Medicare DME fees in the Plan Benefit Options table.

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Patient Flow

SDPAT_100

(Take Course Now!)

2Patient Picture This course will demonstrate how to setup the digital web camera

for Patient photos and how to add a photo to the Patient record.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPAT_100#

Patient Portal

SDPP_105

(Take Course Now!)

6MySecureHealthData.com The Patient Portal has been retooled for better performance,

scalability for mobile devices and a simpler user interface. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPP_105#

Worklists

SDPM_150

(Take Course Now!)

7Creating a Worklist This short course reviews how to create a Worklist. During this

course a Worklist for patients with future appointments and no e-mail will be created.

✩


SDINS_100

(Take Course Now!)

3Insurance Related Worklists This course reviews the following Insurance related worklists: Post

Payment Statement Review, Insurance Receivable Aging and Insurance Unbilled Charges. There are also specialized versions of the Insurance Worklists designed for Compulink EDI and RCM (Revenue Cycle Management).

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDINS_100#

ADVANTAGE V12 & 12.1 ENHANCEMENTS

Version 12.1 At A Glance

SDA_105

(Take Course Now!)

1012.1 Appointment Changes - Things to Know and Do

This course offers tips for a smooth transition to the V12.1 Appointment Schedule, before and after updating.




http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPP_105


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SDPAT_120

(Take Course Now!)

6Patient Workflow Tracking Setup This short course provides a brief overview of the table setup

required to utilize Patient Tracking after upgrading to V12.1 or greater.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPAT_120#

SDPAT_105

(Take Course Now!)

4Patient Workflow Tracking Check out this course on the new Patient Workflow Tracking

features. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPAT_105#

SDPM_105

(Take Course Now!)

2Changes To Workstation/User License Configuration

System Administrators and IT will benefit from improved usability in Workstation Setup & Configuration.


SDEDI_110

(Take Course Now!)

3Updated Claim Edit Error Report V12.1 includes enhanced Claim Scrubbing and Billing features. If

a client is utilizing these and still wishes to run a paper Claim Edit Error Report, they will need to run this updated report version. This updated report includes menu options for filtering the report data. This course reviews all of those options and provides a brief overview of the report information.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDEDI_110#

Area Breakout Microlearning Videos Version 12.1

121_APPT_100

(Take Course Now!)

19Version 12.1 Appointment Enhancements

Learn about the new visual clues for your scheduling staff and easy access to scheduling tables and templates. New user friendly functionality with visual clues for your scheduling staff, all conveniently located at your fingertips.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=121_APPT_100#

121_EHR_105

(Take Course Now!)

5Version 12.1: EHR Enhancements This course discusses enhancements to all product specialties

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=121_EHR_105#





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121_HT_100

(Take Course Now!)

18Version 12.1: Hot Topics This course reviews the Hot Topics of the Version 12.1 Release

Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=121_HT_100#

121_LEDG_100

(Take Course Now!)

8Version 12.1 Ledger Enhancements This course reviews the Ledger Enhancements of the Version 12.1

Release Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=121_LEDG_100#

Version 12 Overview

PM_535_OZ

(Take Course Now!)

81Version 12 Enhancements This course will cover changes to the following areas of the

software: Hot Topics, Appointments, Customization, Examination, Function, Ledger and Look-up Tables, Patient Area, Reports and Utility. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.


Area Breakouts Microlearning Videos

12_APPT_100

(Take Course Now!)

2Version 12: Appointment Enhancements

This course reviews the Appointment Enhancements of the Version 12 Release Notes.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_APPT_100#

12_CUST_100

(Take Course Now!)

Version 12: Customization Enhancements

This course reviews the Customization Enhancements of the Version 12 Release Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_CUST_100#

12_EHR_100_OZ

(Take Course Now!)

27Version 12: Examination Enhancements

This course reviews the Examination Enhancements of the Version 12 Release Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_EHR_100_OZ#


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http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_EHR_100_OZ


12_FUNC_100

(Take Course Now!)

2Version 12: Function Enhancements This course reviews the Function Enhancements of the Version 12

Release Notes.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_FUNC_100#

12_HT_100

(Take Course Now!)

7Version 12: Hot Topics This course reviews the Hot Topics of the Version 12 Release

Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_HT_100#

12_LEDG_100

(Take Course Now!)

9Version 12: Ledger Enhancements This course reviews the Ledger Enhancements of the Version 12


#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_LEDG_100#

12_PAT_100

(Take Course Now!)

6Version 12: Patient Area Enhancements

This course reviews the Patient Area Enhancements of the Version 12 Release Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.


12_PM_100

(Take Course Now!)

4Version 12: Utility Enhancements This course reviews the Utility Enhancements of the Version 12

Release Notes. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_PM_100#

12_RPT_100

(Take Course Now!)

27Version 12: Report Enhancements This course reviews the Report Enhancements of the Version 12


#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_RPT_100#


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http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_RPT_100


12_TAB_100

(Take Course Now!)

17Version 12: Look-Up Table Enhancements

This course reviews the Look-up Table Enhancements of the Version 12 Release Notes. Course duration will vary by product. View the enhancements for all products, then select your Advantage product for items that are specific to your specialty.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_TAB_100#

APPOINTMENT SCHEDULER

Appointment Scheduler Version 11.1

APPT_265

(Take Course Now!)

39Appointment Scheduling Setup & Utilities

This course will outline the current functionality of the Enhanced Scheduler beginning with V11.1. We'll provide an overview of some of the new features of the Enhanced Scheduler. Identify some general information about accessing the scheduler and what information displays by default. We'll demonstrate how to book appointments for both existing and new patients. We'll review several of the most commonly used appointment commands including View, Wait List, Resources and Columns. And, describe and demonstrate the Multiple Resource Scheduling feature and it’s required setup.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=APPT_265#

BILLING - INSURANCE ACTIVITIES

Version 12.1

EDI_505

(Take Course Now!)

36Overview of the Electronic Claims Process

This overview of the enhanced Claim Scrubbing & Billing operation introduces efficiency tools such as the Daily Billing Checklist, Claim Edit Error Worklists and the PRE-Billing Claims Review. See the retooled Billing Function and take a brief tour of the EDI Reports Viewer.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_500#

Claims: Setup and Posting Workflow

LEDG_500

(Take Course Now!)

42Claims: Setup and Posting Workflow This course reviews the key look-up tables associated with claims

processing and important fields to complete within each one.Proper setup of the patient's insurance record and ledger posting of charges, payment and refunds complete the workflow.


Ledger Account Management Tools


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=12_TAB_100

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LEDG_520

(Take Course Now!)

15Account Management Tools - Before And After Billing

Learn about the many tools available to manage your accounts including Reports, Worklists and Payor Notes.


Setup

EDI_200

(Take Course Now!)

17Ins Billing: Basic Table Setup Learn about the table setup required for billing professional

insurance claims (CMS1500) through your Advantage software. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_200#

EDI_250

(Take Course Now!)

6Ins Billing: Table Setup for Institutional Claims (UB04)

Learn about the table setup required for billing institutional insurance claims (UB04) through your Advantage software. 1


Patient Flow

PAT_113

(Take Course Now!)

17Adding Patient Insurance Learn how to add an insurance record with patient and insured

information. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_113#

EDI_210

(Take Course Now!)

22Ins Billing: Basic Charge Posting Learn the proper way to post ledger charges in preparation for

Professional claims (CMS1500) Insurance Billing. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_210#

EDI_255

(Take Course Now!)

11Ins Billing: Charge Posting for Institutional Claims (UB04)

Learn the proper way to post ledger charges in preparation for Institutional claims (UB04) Insurance Billing. 1






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_113




EDI_265

(Take Course Now!)

22Insurance Billing: Expanded Claim Screens

This course will review all of the Tabs located within the charge posting window Expand section. 1


LEDG_212

(Take Course Now!)

18Ledger: Posting an Insurance Payment

This course covers how to post an insurance payment to the patient's ledger. 1


Functions

EDI_416

(Take Course Now!)

24Overview of Electronic Claims Submission & Reporting Legacy Billing!

In this course we introduce the Daily Billing Checklist and review basic setup required for claims, including the patient's Insurance screen and Ledger posting. Learn how to run the PRE-Billing Review Report and see an overview of the Insurance Billing Function for generating/submitting electronic claim files to Change Healthcare. Finally, take a brief tour of the Change Healthcare Reports Viewer.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_416#

FUNC_165

(Take Course Now!)

6Insurance Tracers Electronic submission of insurance claims through the Emdeon

clearinghouse. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_165#

Administrative

INS_160

(Take Course Now!)

7Insurance Claim Billing Reset Utility The Insurance Claim Billing Reset Utility makes it quicker and

easier to re-bill Insurance, by allowing you to specify a group of Charges and have their Insurance Billed Dates reset.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INS_160#

BILLING - PATIENT/GUARANTOR

Patient Flow





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_165

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INS_160


LEDG_181

(Take Course Now!)

25Ledger: Add/Edit/Insert Charge Window

This course covers the functionality of each field in the Add/Edit/Insert Charge Window. 1


LEDG_186

(Take Course Now!)

11Ledger: Posting a Service Charge This course covers the functionality of how to post a service

charge to a patient's ledger. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=LEDG_186#

LEDG_196

(Take Course Now!)

12Ledger: Posting a Responsible Payment

This course covers how to post a responsible payment to the patient's ledger. 1


LEDG_245

(Take Course Now!)

23Ledger: Print Commands This course will provide definitions for and demonstrate how to run

the following: Ledger > Print commands: Receipt, Statement, Auto-SuperBill, Insurance Claim, Lab History, Ledger, SuperBill, Tracer and VSP WellVision Statement.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=LEDG_245#

LEDG_250

(Take Course Now!)

19Ledger: Print > Report Command This course will review all of the alternate receipt options available

when using the Print > Report command inside the ledger. These receipts fall into 5 categories: Rx Discount, LIP Receipts, Basic Receipts, Responsible Receipts and Material Receipts.


Functions

FUNC_112

(Take Course Now!)

13Functions: Account Statements & Payment Overdue Notices

This course reviews the Account Statement and Payment Overdue Notice functions, defining all of the function options and walking a user through the process of running the function. Some setup is required before running these functions. Viewers are referred to the System Setup > Acct. Billing course for setup details.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_112#

ExpressBill









EXBILL_120

(Take Course Now!)

21ExpressBill From Change Healthcare This course will review the features and benefits of ExpressBill,

how to request services on the Compulink website, and talk about the install and setup. It also covers the process for preparing both Recalls and Statements, and walks through accessing the XComm software for Server-Based and Cloud-Based clients and the file transfer process.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EXBILL_120#

CLIENT FEEDBACK

Client Feedback

CF_100

(Take Course Now!)

10Client Feedback This course covers the following: Service Satisfaction Survey,

Anomaly/Request Status Report and the Anomaly/Request Notification.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=CF_100#

Compulink Forum

CF_105

(Take Course Now!)

17Compulink Forum This course will cover the following: Compulink Forum, accessing it

and logging in, creating an account, Boards and Topics, E-Mail notifications of activity, starting a new Topic, replying to a Topic or Poll, modifying/deleting a Post, reading and sending messages and searching for Posts related to a specific Topic.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=CF_105#

COMPULINK CONNECTED

Document Management

CC_110

(Take Course Now!)

2V12.2 Document Management Enhancements

Take a quick look at the Document Management Enhancements for V12.2!

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=CC_110#

GUI Customization

SDCC_115

(Take Course Now!)

2GUI Customization A demonstration on how to use the new tools to customize the

fonts and colors in your Advantage Software in Version 12.2 and greater.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDCC_115#


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Spectable Table Update

SDCC_100

(Take Course Now!)

2Spectacle Table Update A quick and easy solution to updating your Spectacle Tables on

demand! ✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDCC_100#

CUSTOMIZATION

Screen Builder

SCR_205_OZ

(Take Course Now!)

13Intro to Screen Builder This course will introduce attendees to the basic functionality of

Screen Builder. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SCR_205_OZ#

SCR_195

(Take Course Now!)

2SQL Grid: Order By SQL Grids are 'smart grids' that use Structured Query Language

and Parameters to define how data appears and what tables are accessed for information. This is a short course showing the Order By feature for the grid.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SCR_195#

Form Editor

SCR_115

(Take Course Now!)

15Form Editor The Form Editor may be used to create new forms or modify

those delivered with your software. These include receipts, account statements, superbills, routing slips and insurance claim forms.


DATA SECURITY AND THREAT PROTECTION

Security Documents

DSTP_100

(Take Course Now!)

Antivirus Software Learn about Antivirus software which is software that either comes installed on your computer or that you buy and install yourself. (PDF)

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=DSTP_100#


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDCC_100

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SCR_205_OZ

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DSTP_105

(Take Course Now!)

Backing Up Your Data HOW MUCH IS YOUR DATA WORTH? Compulink cannot stress enough the importance of performing daily backup. (PDF)


DSTP_110

(Take Course Now!)

Crypto Locker Virus Learn about CryptoLocker which is a ransomware program that was released around the beginning of September 2013 that targets all versions of Windows including Windows XP, Windows Vista, Windows 7, and Windows 8.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=DSTP_110#

DSTP_115

(Take Course Now!)

Hashing Encryption This document contains information about Computer encryption systems. (PDF)


DSTP_125

(Take Course Now!)

PHI Risk Analysis This document will cover compliance with HIPAA privacy and security rules. (PDF)


DSTP_130

(Take Course Now!)

Resources for Security Risk Analysis This document will provide resources to help you and your IT professional design a Security Risk Analysis to meet your specific and unique needs.


DSTP_135

(Take Course Now!)

Security at Compulink This document will cover how all communication between Compulink and Advantage clients are free of malware. (PDF)










DSTP_140

(Take Course Now!)

Stored Data Protection and Encryption

This document will provide information on the many solutions that secure mobile data and ensure that sensitive data remains private through encryption and password protection.


DSTP_145

(Take Course Now!)

Web Registration Security This document will cover how Compulink uses https/SSL encryption for sending protected data over the internet for our Patient Web Registration, E-Prescribing, Credit Card Interface, EDI (Electronic Data Interchange) for electronic claims/remittance/eligibility and Lab Interfaces.


EDI - ELIGIBILITY CLAIMS REMITTANCE

Change Healthcare Customer Portal

EDI_305

(Take Course Now!)

11Change Healthcare Customer Portal Tour the many resources available on the Change Healthcare

Customer Portal. Get a bird's eye view of claim activity on the dashboard, work rejections and access the Education Center.


Provider Setup Form

EDI_403

(Take Course Now!)

18EDI: Completing the Provider Setup Form (PSF)

The Provider Setup Form helps Compulink determine your billing profile. This course will walk through each section of the PSF step by step, explaining what information is required and how to complete the fields.


Enhanced Claim Scrubbing & Billing

EDI_505

(Take Course Now!)

36Overview of the Electronic Claims Process

This overview of the enhanced Claim Scrubbing & Billing operation introduces efficiency tools such as the Daily Billing Checklist, Claim Edit Error Worklists and the PRE-Billing Claims Review. See the retooled Billing Function and take a brief tour of the EDI Reports Viewer.


Eligibility








EDI_310

(Take Course Now!)

21EDI: Change Healthcare Eligibility This course explains what Eligibility is and how it can be used to

obtain insurance benefit information directly from your Advantage software. We walk through the request and enrollment process and demonstrate the Batch Eligibility function and how to check Eligibility from an individual patient's record.

✩


Insurance Billing

EDI_200

(Take Course Now!)

17Insurance Billing: Table Setup Learn about the table setup required for billing professional

insurance claims (CMS1500) through your Advantage software.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_200#

EDI_210

(Take Course Now!)

22Insurance Billing: Charge Posting Learn the proper way to post ledger charges in preparation for

Professional claims (CMS1500) Insurance Billing. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_210#

EDI_265

(Take Course Now!)

27Insurance Billing: Expanded Claim Screens

This course will review all of the Tabs located within the charge posting window Expand section.


Remittance

EDI_450

(Take Course Now!)

10EDI: Remittance Part 1- Remittance Setup and Viewing

The content in this course is designed to be a high level overview of topics that you should be aware of prior to starting Remittance Posting. Topics include: Introduction to Remittance Terminology, explanation of why/who would need to print Remittances before posting, how to set up a new payor in the Payor Setup Wizard, how to view Remittances in the queue window and how to print a Remittance report.


EDI_455

(Take Course Now!)

18EDI: Remittance Part 2 - Remittance Autoposting

This course will review resources available to the User, provide instructions and walk through Payer Setup Wizard and Basic Setup. We'll begin autoposting an ERA and review other Remittance features.










EDI_460

(Take Course Now!)

25EDI: Remittance Part 3 - Payor Wizard Advanced Feature

In this course we will review the following customizable configurations in the Payor Setup Wizard Advanced Features: Advanced Remark Code Setup, Never Post Codes, Advance Adjustment Max button, Custom Adjustment Reasons and Prompt for Posting Date.


EDI_465

(Take Course Now!)

3EDI: Reading a Remittance Report In this course we'll describe how the Remittance Posting report is

divided into sections and review what information is included in this report. We'll point out how/where to read the remarks/error codes that you'll need to address, when applicable.


EDI Reports Viewer

EDI_226

(Take Course Now!)

18EDI Reports Viewer This course explains the features of the EDI Reports Viewer,

reviews each report type available as well as details what each report is used for and why.


Trizetto

EDI_440_OZ

(Take Course Now!)

57EDI: Group Webinar: Trizetto Electronic Claims Process

During this Group Webinar course, we'll explain what our Trizetto Vision Claim solution is and how to get started using it, overview the implementation process and review the Setup Steps you are responsible for, discuss Ledger data entry considerations, and walk you through the billing process demonstrating each step on our Trizetto Daily Billing Checklist.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_440_OZ#

UB04 Claims

EDI_255

(Take Course Now!)

11EDI: UBO4 Charge Posting Learn the proper way to post ledger charges in preparation for

Institutional claims (UB04) Insurance Billing.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_255#

EHR TOURS EYECARE ADVANTAGE

Clinical Workflow





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EDI_440_OZ



EHR_2600_OZ

(Take Course Now!)

25Clinical Workflow for Eyecare/Ophthalmology Advantage

View the clinical workflow for documenting a patient encounter within the Eyecare and Ophthalmology Advantage Software, with or without the Visual Documentation Engine (VDE). Learn about data entry options, Encounter Favorites and other efficiency tools.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_2600_OZ#

PA Advantage

EHR_729_OZ

(Take Course Now!)

3PA Advantage PA Advantage is Compulink's integrated functionality that displays

suggested Differential Diagnoses, based upon the exam findings that are entered. This course goes over how to use the new DDx command in the Medical Record.


Examination Tabs

EHR_808_OZ

(Take Course Now!)

8Summary This tab is a review of pertinent historical items for the patient.


EHR_809_OZ

(Take Course Now!)

8Glaucoma Summary Tabs These are summary tabs specific for Glaucoma patients that

displays information pertinent for glaucoma.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_809_OZ#

EHR_816_OZ

(Take Course Now!)

19Chief Complaint Chief Complaint allows you to see your patient's previous

diagnosis, who referred them and document the patients presenting problem and history of present illness.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_816_OZ#

EHR_821_OZ

(Take Course Now!)

5Vitals The Patient Vitals Tab is where vitals signs such as blood

pressure, height and weight may be documented. Messages display when the value entered is outside of normal range.



http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_2600_OZ







EHR_824_OZ

(Take Course Now!)

14History (HiRes) The History tab offers an efficient way to document Review of

Systems and Past/Family/Social History on a single screen. This will be shown in the HiRes setting.


EHR_827_OZ

(Take Course Now!)

16Exam (HiRes) This will be a review of the Exam Tab using the HiRes setting


EHR_836_OZ

(Take Course Now!)

19Objective Tabs This tab is used to document objective testing, refractions and

testing.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_836_OZ#

EHR_842_OZ

(Take Course Now!)

12Refractions These tab are used for documenting and reviewing past refractions,

auto refractions and final refractions.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_842_OZ#

EHR_845_OZ

(Take Course Now!)

12CL Tabs Different CL evaluations and CL follow up based tabs to document

trials, prescriptions and fittings of CL and post charges.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_845_OZ#

EHR_872_OZ

(Take Course Now!)

18Plan Tabs These tabs are used for the documentation of diagnosis/ problem

list, education for meaningful use as well as documenting goals, and orders for the patient and recommendation of future visits.










EHR_891_O

(Take Course Now!)

6Cataract Pre-Op Cataract Pre Op tab is for documentation of pre op information for

your patient you may be referring out for Cataract surgery.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_891_O#

EHR_896_OZ

(Take Course Now!)

3EHR Documents/ Images This tab is used to Used to import or scan documents and to

review images that were imported or drawn in the EHR.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_896_OZ#

EHR_900_OZ

(Take Course Now!)

5Extended Ophthalmoscopy/ Pink Extended Ophthalmoscopy is used for drawing retinal drawings and

used for billing for extended ophthalmoscopy#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_900_OZ#

EHR_905_OZ

(Take Course Now!)

5Gonioscopy This tab is used to document and bill for gonioscopy.


EHR_926_OZ

(Take Course Now!)

12Lasik Pre Op/Lasik Post Op This tab is used to document pre op assessment for LASIK

candidates and for documenting post op visits for patients that have undergone LASIK procedure.


EHR_931_OZ

(Take Course Now!)

4Pediatric This tab is used to document tests that are specific to pediatric

patients. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_931_OZ#


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_891_O







EHR_936_OZ

(Take Course Now!)

6Post Op This tab is used to document a patient's post operative visit with

how they are doing and if they are compliant with medications. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_936_OZ#

EHR_941_OZ

(Take Course Now!)

14Testing Summary Tabs These tabs are used to document and view images for all testing

performed in the office.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_941_OZ#

EHR_946_OZ

(Take Course Now!)

5Treatment Used to document treatments such as in office procedures.


Neuro Tabs

EHR_1752_OZ

(Take Course Now!)

1Neuro Exam Cranial Nerve tests, Sensory testing, Motor testing and Cerebellar

testing will be documented on this tab.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_1752_OZ#

Neuro Tabs

EHR_1700_OZ

(Take Course Now!)

3Traumatic Brain Injury Traumatic brain injury information will be added to this tab.


Vision Therapy Tabs

EHR_850_OZ

(Take Course Now!)

4Binoc VT This tab is used to document additional testing such as vergences,

phorias and worth 4 dot testing.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_850_OZ#









Immunizations/Lab Tests

EHR_804

(Take Course Now!)

2Immunizations Document details related to patient immunizations including date,

brand, dose, route, manufacturer and reaction. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_804#

EHR_805

(Take Course Now!)

5Lab Tests The Labs tab provides a history of Lab work, Radiology reports

and other tests/orders that are sent or received electronically, imported into the medical record or documented via data entry. Fields for specimen tracking and other data elements support the Advantage interface with Quest Laboratories.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_805#

Vision Therapy Tabs

EHR_1705_OZ

(Take Course Now!)

2CISS This session will cover completing the Convergence Insufficiency

Symptom Survey for Vision Therapy.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_1705_OZ#

ELECTRONIC HEALTH RECORDS

Overview

EHR_630

(Take Course Now!)

7EHR Multiple Users Accessing One Exam

Multiple Users may access the same patient exam record. This course will give a general overview on software functionality when more than one User tries to access the same medical record.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_630#

Functionality

EHR_540_O

(Take Course Now!)

4EHR Commands: Search This course covers all of the menu options found under the

Search command, located inside of the Medical Records area.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_540_O#


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_804




http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_540_O


EHR_560_OZ

(Take Course Now!)

4EHR Commands: Images This course covers the functionality of the Images command within

the patient medical records.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=EHR_560_OZ#

E-PRESCRIBING ADVANTAGEERX

Version 12.2

ADERX_205

(Take Course Now!)

29V12.2 AdvantageERx: Overview (w/Admin Setup)

This course is for Administrators or Managers supervising the AdvantageERx Project. The course includes: Setting up and reviewing: Login Tables, Location Details, Provider and E-Rx Provider Tables, reviewing the AdvantageERx Dashboard and Worklists, e-Rx Reports, as well as setting up a testing and practice environment in the software. A Project Todo list is included to help manage and track the completion of this project.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=ADERX_205#

ADERX_210

(Take Course Now!)

24V12.2 AdvantageERx: Overview (Prescriber) Part One

This course is part one of two courses directed for the Prescriber or Staff prescribing medications. Part one includes the following information and processes: Accessing and Processing ERx History, Checking Patient Plan Eligibility, Adding a Standard Medication, the Process to Transmit the Rx to the Pharmacy, Reviewing the Pharmacy and Formulary Options as well as Printing and Canceling a Prescription.

✩


ADERX_211

(Take Course Now!)

22V12.2 AdvantageERx: Overview (Prescriber) Part Two

This course is part two of two courses directed for the Prescriber or Staff prescribing medications. The course includes the following information and processes: a review of the E-Prescribe Menu Commands, the AdvantageERx Dashboard, Pharmacy Refill Requests, Pharmacy Rx Change Response and E-Rx Server Test Command.

✩


ADERX_220

(Take Course Now!)

19AdvantageERx:12.2 EPCS – Controlled Substances

This course will review the following: EPCS, Security, DEA Compliance, IdenTrust and USB Token, Record Keeping, Advantage Safeguards, EPCS Vetting Utility and Adding the Medication through Transmitting.

✩




http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=ADERX_205





ADERX_230

(Take Course Now!)

7AdvantageERx: V12.2 How To Disable EPCS Access

This course reviews the recommended steps in the event, a Provider's authentication credentials, or USB token are lost or stolen. The following are discussed: Changing the Provider's Login Profile, Resetting the Password for the Provider and Contacting Compulink Support to disable the Provider's EPCS.

✩


AdvantageERx

ADERX_200

(Take Course Now!)

13AdvantageERx: Introduction This course is for practices on-boarding or migrating from New

Crop to AdvantageERx. It introduces Advantage E-Prescribing, Surescripts, First Databank, the Advantage ERx interface, Security, IdenTrust Registration, list of setup tables, information that is passed to Surescripts, and possible fees. Additional recommended courses are provided.

✩


ADERX_215

(Take Course Now!)

8AdvantageERx: IdenTrust Registration This course reviews the IdenTrust Registration process: certificate

options, browser compatibilities, what to purchase, information needed, steps to complete and installing the USB Token.

✩


ADERX_137

(Take Course Now!)

65AdvantageERx: Overview (w/Admin Setup)

This course is an Administrator version of a complete overview of AdvantageERx. It includes the following information: Login Profile Rights, Table Setup, Exam Tools, E-Prescribe window commands, prescribing a Standard medication, printing a prescription, canceling a medication that has been transmitted, managing refills, the ERx Patient Connect Utility, ERx Pending Refills Worklist and the AdvantageERx Dashboard.


ADERX_138

(Take Course Now!)

51AdvantageERx: Overview (Prescriber)

This course is a Prescriber version of an overview of AdvantageERx. It includes the following information: Exam Tools, E-Prescribe window commands, prescribing a Standard medication, printing a prescription, canceling a medication that has been transmitted, managing refills, the ERx Patient Connect Utility, ERx Pending Refills Worklist and the AdvantageERx Dashboard.


ADERX_136

(Take Course Now!)

17AdvantageERx: EPCS – Controlled Substances

This course will review the following: EPCS, Security, DEA Compliance, IdenTrust and Surescripts, Record Keeping, Advantage Safeguards, Steps to Getting Started, EPCS Vetting Utility, Adding the Medication through Transmitting.










ADERX_150

(Take Course Now!)

10AdvantageERx: EPCS Practitioner & Practice Responsibilities

This course will review the items required under the ‘Electronic Prescriptions for Controlled Substances’ Rule.


ADERX_155

(Take Course Now!)

6AdvantageERx: How to Disable EPCS Access

This course reviews the responsibilities of the office's Compulink System Administrator and the Practitioner should their authentication credentials or USB token for prescribing controlled substances be lost or stolen. It also provides instruction on how to change the Login Profile right for E-Prescribe Access' to None, and how to do a password reset.


FUNCTIONS/BATCH PROCESSES

Administrative

FUNC_151

(Take Course Now!)

10Direct E-Mail Receive The Direct E-Mail Receive function retrieves incoming Direct

messages in a batch process. Direct is a secure protocol for transporting electronically secure messages containing personal health information.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_151#

FUNC_152

(Take Course Now!)

17Get Your Direct E-Mail This course explains what a Direct e-mail is, how to attain a

Direct -email address, and where to include it in the Advantage software.


Administrative

FUNC_155

(Take Course Now!)

6Time Clock This function is an administrative tool used to view employee hours

and maintain accuracy within the practice's Time Clock data.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_155#

Appointments








FUNC_102

(Take Course Now!)

12Appointment Communications Learn to generate personalized appointment communications via a

batch process. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_102#

Patient Portal

FUNC_170

(Take Course Now!)

8Portal Communications In this Portal Communications course you'll learn how to run the

function, what processes are working in the background, see where incoming messages to the portal are recorded and have the Opt Out option explained.


Follow-Up

FUNC_122

(Take Course Now!)

12Patient FollowUp/ToDo This versatile function may be used to create To-Do lists for your

staff or to process a specific Action item, such as Office Welcome Letters, for all eligible patients in a single operation.


FUNC_126_OZ

(Take Course Now!)

13Patient Recall Learn how to generate your choice of Recall communications in a

batch process.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_126_OZ#

FUNC_136

(Take Course Now!)

8Referral Thank-Yous This course explains the options and features of the Referral

Thank-Yous.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_136#

Insurance Activities

FUNC_165

(Take Course Now!)

6Insurance Tracers The Tracers function scans account ledgers looking for unpaid

insurance claims that are older than the specified Threshold Days and that are not on Tracer Hold.






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=FUNC_126_OZ




Patient Billing

FUNC_112

(Take Course Now!)

13Functions: Account Statements & Payment Overdue Notices

This course reviews the Account Statement and Payment Overdue Notice functions, defining all of the function options and walking a user through the process of running the function. Some setup is required before running these functions. Viewers are referred to the System Setup > Acct. Billing course for setup details.


HIPAA

HIPAA

HIPAA_110

(Take Course Now!)

CMS HIPAA Basics for Providers Find information about the HIPAA Rules, guidance on compliance, OCR's enforcement activities, frequently asked questions, and more. Compulink Healthcare Solutions is providing this link to the CMS website as a courtesy and is not responsible for the content.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HIPAA_110#

HOT TOPICS

Microsoft Update Printing Issue

HT_140

(Take Course Now!)

Microsoft Update Printing Issue This document will offer a solution to the Microsoft update that has created printing issues for end users after it has been installed. (PDF)

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_140#

HOT TOPICS

Hot Topics from Product Support

HT_105_OZ

(Take Course Now!)

Pop-ups on EHR Signoff Two new Pop-Ups were added to the EHR Sign-Off. Download the PDF to view important information regarding these Pop-Ups. To view the items as part of the Version 11.0.4.6 update course, search for Course ID: PM_240_OZ in the Course Catalog.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_105_OZ#



http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HIPAA_110

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_140

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_105_OZ


HT_110

(Take Course Now!)

Default Billing Form CMS 1500 The default form name for the Insurance Payor table and the Insurance Billing function is CMS1500. Download the PDF to view important information about this change.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_110#

HT_121

(Take Course Now!)

4Updating Your Advantage Software to the New Version

The Download Latest Version utility enables your Compulink System Administrator to update the Advantage software executable and supporting files directly from the software. This course will walk you through the software update process.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_121#

HT_130

(Take Course Now!)

Spell Check Text for Memo Fields Learn how the contents of your EHR Memo fields can be spell checked against the internal dictionary that is part of your Advantage software.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=HT_130#

INVENTORY/MATERIALS

Inventory Optical Tables

ITAB_105_OZ

(Take Course Now!)

21Inventory Optical Tables Information on Optical Inventory Table Setup will be provided in

this course. The following tables are discussed: Adjustments, CL Categories, CL Color, CL Mfgs, CL Names, Frame Categories, Frame Mfgs, Order Comments, Sales Tax by Loc/Category, SKU Formula Plan Pricing, SKU Groups and Vendors. Prerequisite Course: V12.2 Table Commands

✩1

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=ITAB_105_OZ#

Setup

INV_140

(Take Course Now!)

4Inventory: System and Table Setup A short course that includes inventory configuration fields in System

Setup and an overview of the inventory look-up tables. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_140#





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=ITAB_105_OZ

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_140


INV_150

(Take Course Now!)

9Inventory: Menu Options Learn about the commands used to Add, Order, Adjust, Search,

View and otherwise maintain inventory control. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_150#

INV_145

(Take Course Now!)

8Inventory: Options for Changing the Qty on Hand

Learn about the inventory transactions and processes that affect your Quantity on Hand. 1

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_145#

INV_155

(Take Course Now!)

7Inventory: Adding Miscellaneous Learn how to add a new Miscellaneous item to your Inventory.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_155#

INV_160

(Take Course Now!)

5Inventory: Reports to Run During Setup

An overview of suggested reports to run during the inventory setup process and how to interpret the data. 1

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_160#

OPT_145_OZ

(Take Course Now!)

2Lab Order for All Locations This course explains how the Fax form is chosen in the Lab

Order function, when running for ALL locations.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OPT_145_OZ#

Adding Frames/Lens Blanks Inventory

INV_180_OZ

(Take Course Now!)

8Inventory: Adding Lens Blanks Learn how to add a new Lens Blank description to your Inventory.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_180_OZ#

Contact Lens






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OPT_145_OZ

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_180_OZ


INV_305_OZ

(Take Course Now!)

17ABB Concise for Contact Lenses This course will review what the ABB Concise interface is, go over

entering the assigned numbers into the Advantage software, how to run the C.L. Inventory Build/Update Utility, using the ABB Concise catalog to complete the Exam CL tabs and the CL Rx screen, placing the order through ABB Concise and reviewing the Inventory Order screen.


INV_175_OZ

(Take Course Now!)

8Inventory: Adding Contact Lenses Learn how to add a new Contact Lens description to your

Inventory. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_175_OZ#

INV_100_OZ

(Take Course Now!)

85Non-Inventory CL Setup/CL RX Form

Learn how to use the Contact Lens Rx to track CL prescriptions.1

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_100_OZ#

Functions

INV_400_OZ

(Take Course Now!)

58Inventory Functions W/ Admin Setup This course reviews the functionality and processes with

Administrative Setup and Report information for the following Inventory Functions: Place Orders, Receive Orders, Audit, Batch Adjustments, Location Transfers and Receive Transfers. How to prepare for an Audit is also included on this course.


INV_405_OZ

(Take Course Now!)

39Inventory Functions This course reviews the functionality and processes of the following

Inventory Functions: Place Orders, Receive Orders, Audit, Batch Adjustments, Location Transfers and Receive Transfers.


Reports

INV_230_OZ

(Take Course Now!)

5Inventory Report: Need to Order This report scans your Inventory for items that have fallen below

their minimum reorder point with no orders pending, and identifies items that have been "queued" for patient order.










INV_235_OZ

(Take Course Now!)

7Inventory Report: Outstanding Orders This report lists all inventory items which have been ordered and

not yet received from the vendor.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_235_OZ#

INV_265_OZ

(Take Course Now!)

5Inventory Report: Stock - Discontinued Frames

This is a Frame Stock report that lists only those inventory items with a Discontinued Date.


INV_280_OZ

(Take Course Now!)

7Inventory Report: Stock - Lens Blanks

This report shows the value of your lens blank inventory with quantities on-hand and cost.


INV_260_OZ

(Take Course Now!)

6Inventory Report: Stock - CL This report shows the value of your contact lens inventory, retail,

wholesale and cost, with quantities on-hand and the number of items on consignment.


INV_275_OZ

(Take Course Now!)

7Inventory Report: Stock - Frames This report shows the value of your frame inventory, retail,

wholesale and cost, with quantities on-hand and the number of items on consignment.


INV_270_OZ

(Take Course Now!)

6Inventory Report: Stock - Frames Summary By Retail

This is a stock report that organizes your Frame inventory into Retail Price Groups.










INV_285_OZ

(Take Course Now!)

6Inventory Report: Stock - Misc This report shows the value of your miscellaneous inventory, retail,

wholesale and cost with quantities on-hand and the number of items on consignment.


INV_240_OZ

(Take Course Now!)

6Inventory Report: Repair or Loan This report lists inventory items currently off-site for repair or loan,

or which have been transferred to another location within a wide area network (WAN).


INV_250_OZ

(Take Course Now!)

9Inventory Report: Sales This report locates all inventory sales generated by posting

inventory items by stock number to patient ledgers.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_250_OZ#

INV_290_OZ

(Take Course Now!)

6Inventory Report: Adjustments This report summarizes adjustments made to your inventory quantity

on hand over a specified time period.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_290_OZ#

INV_245_OZ

(Take Course Now!)

5Inventory Report: Returnable Use this report to avoid keeping items that are not selling well or

that have a shelf-life that needs to be monitored.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=INV_245_OZ#

INV_255_OZ

(Take Course Now!)

6Inventory Report: Stale This report helps you to identify those inventory items that are not

selling well. Inventory items must have Order/Received history to be included.


IT RESOURCES

Advantage Cloud General Configuration









IT_150

(Take Course Now!)

Advantage Cloud Information Configuration Guide

This PDF from the Compulink IT Department will cover Benefits of Advantage Cloud, Pre-Requisites, Hardware Minimum Requirements, Supported Operating Systems and Requirements, Mac and Mobile Access - iOS and Android, Advantage Software Access, Advantage Cloud Licensing Model, Cloud Printing, Cloud Scanning (Twain Devices), Inventory Management, Security and Anti-Virus Solution, Protecting Your Data by Locking Idle Sessions, Wireless Local Area Networks (WLAN), Data Information and Protection and Backup and Maintenance Schedule. Revised 9/1/2016.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=IT_150#

Compulink Advantage Cloud

IT_250

(Take Course Now!)

27Compulink Advantage Cloud This course will review what the Compulink Advantage Cloud is

and the benefits of using the Cloud. It covers the hardware and software prerequisites, walks through the installation process, logging into, navigating and logging out of the Remote Desktop connection. There is a review of all pages of the Secure.compulink.net website, and the process for both requesting to add a new Cloud user and requesting to delete an existing Cloud user.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=IT_250#

Advantage Cloud General Configuration

IT_155

(Take Course Now!)

Advantage Cloud Installation Guide This PDF document from the Compulink IT Department includes the following: Pre-requisites, Workstation or Client Setup, Printers and Scanners, Accessing Advantage Software, Accessing Advantage Cloud on a private computer, Connect your remote computer to Compulink's Server, Options and Features as well as Important Notes. Revised 8/11/2016.


Advantage Cloud MAC and Mobile Devices

IT_160

(Take Course Now!)

Advantage Cloud Instructions for MAC OS

This PDF document from the Compulink IT Department will cover: Microsoft Remote Desktop App, QUICK SETUP (Advanced for Administrators Only) and Detailed Setup Instructions for Advantage Cloud for Mac Devices. Revised 8/1/2016.


Advantage Cloud MAC and Mobile Devices


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=IT_150





IT_165

(Take Course Now!)

Advantage Cloud Installation for iOS and Android

This PDF document from the Compulink IT Department will cover: iOS Microsoft Remote Desktop, Quick Setup - Cloud Setup for iOS Devices - Apple iPad (for advanced users) and Detailed Instructions - Cloud Setup for iOS Devices - Apple iPad and Apple iPhone. Revised 8/1/2016.


Computers/Network

IT_170

(Take Course Now!)

Network & Application Tips for Optimum Performance

This PDF document from the Compulink IT Department will cover suggestions on how to capitalize on your current assets that will help increase patient flow and employee productivity. Revised 12/1/2015.


IT_175

(Take Course Now!)

Converting Mapped Drives to UNC This PDF Document from the Compulink IT Department has been made available to eliminate the need for a mapped network drive on the local workstation or terminal server session. Revised 8/1/2016.


IT_180

(Take Course Now!)

Minimum and Recommended Hardware Requirements

This PDF Document from the Compulink ID Department will contain minimum requirements for networking, hardware, security and other information for running Compulink Advantage products. Revised 9/1/2016.


IT_185

(Take Course Now!)

Complete Configuration Guide for Windows

This PDF Document from the Compulink ID Department will cover: networking, hardware, security and configuration information for running Compulink Advantage products in a Client/Server environment. IT Administrators should review and refer to this document to ensure effective performance of Compulink Advantage Software. Revised 9/1/2016.


Computers/Network

IT_100

(Take Course Now!)

Workstation Setup This PDF document from the Compulink IT Department provides instructions for Configuring a Windows workstation for use with Compulink Advantage Software. This applies to both 32-bit and 64-bit systems. The same principles apply to all windows versions. Revised on 9/1/2016.


Networking, Wireless and Mobile









IT_190

(Take Course Now!)

Thin Clients, MACs, Wireless & Mobile Devices

This PDF document from the Compulink IT Department outlines basic setup instructions for configuring and using Remote Desktop to launch Compulink Software in a Terminal Server environment. Revised 9/1/2016.


Advantage Software and Licensing

IT_200

(Take Course Now!)

Compulink Update Utility Instructions This PDF document from the Compulink IT Department contains instructions on the New Compulink Version Update Utility which allows your practice to update to the newest version in 4 easy steps. Revised 8/1/2015


IT_205

(Take Course Now!)

Auto Diagnostics for Advantage Software

This PDF document from the Compulink IT department will give you instructions on how to set up Auto Diagnostics for the Advantage products. Revised 8/1/2016


IT_210

(Take Course Now!)

Performance Issues with Compulink Advantage

This PDF document from the Compulink IT Department briefly outlines causes for slowness of performance when using Compulink Advantage software. Revised 8/1/2016


IT_215

(Take Course Now!)

Licensing Setup and Troubleshooting This PDF document from the Compulink IT department provides general information on Compulink software licenses, setting up and troubleshooting Licensing errors. It is designed for intermediate computer users with some knowledge of Windows operating systems. Revised 8/1/2016.


IT_220

(Take Course Now!)

Sybase Network Utilities This PDF document from the Compulink IT department provides instructions for using Sybase Network Utilities which provide useful information and editing and troubleshooting Workstation Setup settings per CBS license ID. The utility can be used to change the status of license (CBS IDs) to static or concurrent, check and edit Twain device internet settings and review information on open files. Revised 8/1/2016.


LEDGER









Functionality

LEDG_460

(Take Course Now!)

42Ledger: Posting Charges Learn how to post a service charge from the ledger or from EHR,

how to post a material or inventory charge and how to post radiology charges. Take a deep dive into the field definitions of the Add/Edit/Insert Charge Window for complete details.


LEDG_465

(Take Course Now!)

42Ledger: Posting Payments This course covers all of the Credit command options, including:

Responsible and Auto Responsible commands,posting Insurance payments, and $0.00 EOBs ,Unapplied credits and Transfers as well as how Batch Posting works.


LEDG_470

(Take Course Now!)

32Ledger: Adjustments And Refunds This course reviews several types of ledger adjustments and

refunds including the following: Posting Adjustments, Acct. Resp. and Insurance Refunds, Delete Line Item Payment Distribution, Insurance Over-Payments, Void Entry and Return and applying Zero $0 Adjustments.


Ledger Printing Command

LEDG_245

(Take Course Now!)

23Ledger: Print Commands This course will provide definitions for and demonstrate how to run

the following: Ledger > Print commands: Receipt, Statement, Auto-SuperBill, Insurance Claim, Lab History, Ledger, SuperBill, Tracer and VSP WellVision Statement.


LEDG_250

(Take Course Now!)

19Ledger: Print > Report Command This course will review all of the alternate receipt options available

when using the Print > Report command inside the ledger. These receipts fall into 5 categories: Rx Discount, LIP Receipts, Basic Receipts, Responsible Receipts and Material Receipts.


Ledger View Commands

LEDG_480

(Take Course Now!)

11Ledger: View Commands Each of the commands on the Ledger > View menu will be

explained and demonstrated in this course. ✩










Ledger Options

LEDG_450

(Take Course Now!)

34Ledger: Options Commands This course describes and demonstrates all of the commands

under the Options menu in the patient ledger.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=LEDG_450#

LEDG_124

(Take Course Now!)

13Ledger: Collection Setup This courses covers 3 main areas of collection setup to support

the Collection Tracking module in the ledger: Collection Tables, Auto Finance Charges in System Setup and adding special CFG files.


LEDG_126

(Take Course Now!)

16Ledger: Collection Accounts Learn how to create ledger collection records to work past due

accounts or to establish payment plans#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=LEDG_126#

MACRA QUALITY PAYMENT PROGRAMS

2019 Quality Measures

SDQ_390

(Take Course Now!)

3QM#236: Controlling High Blood Pressure

This course will cover how to document Quality Measure #236 | NQF #0018 Controlling High Blood Pressure in your Advantage software.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_390#

MACRA QUALITY PAYMENT PROGRAMS

CMS Response to COVID - 19

SDQ_440

(Take Course Now!)

2CMS Response to COVID - 19 This is a brief review of the recent changes Medicare has put into

place regarding extensions and exceptions to data reporting guidelines for the QPP program.

✩


MACRA QPP 2020 Year 4





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_390



QPP_400

(Take Course Now!)

11MACRA: Quality Measures Claim Submission 2020

This course is designed for users submitting Quality Measures through Medicare Part B claims. Learn how the Exam Quality tab connects to your Financial Services table and how to add/update Quality Codes for the current year.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=QPP_400#

QPP_405

(Take Course Now!)

30MACRA QPP Year 4: Roadmap To Success

Learn about the MACRA Quality Payment Programs. Start with an overview of MIPS & APMs and 2020 reporting options. We'll do a walk through of the various time lines. Next, we will define each of the 4 MIPS categories and provide instructions on how to track their measure outcomes. Finally, learn who participates and who is excluded from participating as well as review the various data submission options.

✩


2019 Advantage at a Glance Microlearning

SDQ_310

(Take Course Now!)

7What is New for MIPS 2019 This brief overview reviews some of the most prominent changes

to the MIPS program for the 2019 reporting year. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_310#

SDQ_300

(Take Course Now!)

10Quality Measures Claims Submission This course is designed for users submitting Quality Measures

through Medicare Part B claims. Learn how the Exam Quality tab connects to your Financial Services table and how to add/update Quality Codes for the current year.


SDQ_305

(Take Course Now!)

2QPP Submission Portal Credentialing 2019

This short course briefly explains the new credentialing process required to access the CMS QPP Submission Portal and refers clients to the full course for details.


2019 Promoting Operability Measures

SDQ_315

(Take Course Now!)

3Upgrade Now to Report 2019 PI Measures

Ready to report on 2019 PI measures? This course will explain what you need to know to get started.



http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=QPP_400







QPP_304

(Take Course Now!)

73Show Me MACRA: 2019 PI Measures

The course provides a brief overview of the changes seen with the Promoting Interoperability category for 2019. We'll review all of the PI measure specifications and demonstrate how to document in your Advantage software in order to meet each measure.


SDQ_325

(Take Course Now!)

32019 PI Measure: E-Prescribing This short course reviews how to document the 2019 e-

Prescribing measure in your Advantage software. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_325#

SDQ_330

(Take Course Now!)

32019 PI Measure: Verify Opioid Trmt Agreement

This short course reviews how to document the 2019 Verify Opioid Treatment Agreement measure in your Advantage software.


SDQ_335

(Take Course Now!)

42019 PI Measure: Referral Loops/Sending Information

This short course reviews how to document the 2019 PI measure, Support Electronic Referral Loops by Sending Health Information, in your Advantage software.


SDQ_340

(Take Course Now!)

102019 PI Measure: Referral Loops/Receiving Info

This short course reviews how to document the 2019 PI measure, Support Electronic Referral Loops by Receiving and Incorporating Health Information, in your Advantage software.


SDQ_345

(Take Course Now!)

62019 PI Measure: Provide Patient Electronic Access

This short course reviews how to document the 2019 PI measure, Provide Patients Electronic Access to their Health Information, in your Advantage software.










SDQ_400

(Take Course Now!)

112019 PI Registry Measures This course provides a brief overview of each of the 2019 PI

Public Health and clinical Data Registry Objectives and what is required to interface with each to your Advantage software.


2019 Quality Measures

SDQ_350

(Take Course Now!)

2QM #1: Diabetes: HbA1c Poor Control

This course covers how to document Quality Measure #1 | NQF #0059 Diabetes: Hemoglobin A1c (HbA1c) Poor Control (>9%) in your Advantage software.


SDQ_355_OZ

(Take Course Now!)

2QM #12: POAG Optic Nerve Evaluation

This course covers how to document Quality Measure #12 | NQF #0086 Primary Open-Angle Glaucoma (POAG): Optic Nerve Evaluation in your Advantage software.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_355_OZ#

SDQ_360_OZ

(Take Course Now!)

2QM#14: AMD Dilated Macular Examination

This course covers how to document Quality Measure #14 | NQF #0087 Age-Related Macular Degeneration (AMD): Dilated Macular Examination in your Advantage software.


SDQ_365_OZ

(Take Course Now!)

5QM #19: Diabetic Retinopathy: Communication W/ Managing Physician

This course covers how to document Quality Measure #19 | NQF #0089 Diabetic Retinopathy: Communication with the Physician Managing Ongoing Diabetes Care in your Advantage software.


SDQ_370_OZ

(Take Course Now!)

2QM#117: Diabetes Eye Exam This course covers how to document Quality Measure #117 |

NQF #0055 Diabetes: Eye Exam in your Advantage software.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_370_OZ#




http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDQ_355_OZ





SDQ_375

(Take Course Now!)

3QM#130: Document Current Medications

This course covers how to document Quality Measure #130 | NQF #0419 Documentation of Current Medications in the Medical Record in your Advantage software.


SDQ_380_OZ

(Take Course Now!)

3QM#141: POAG Reduction/IOP This course covers how to document Quality Measure #141 |

NQF #0563 Primary Open-Angle Glaucoma (POAG): Reduction of Intraocular Pressure (IOP) by 15% OR Documentation of a Plan of Care in your Advantage software.


SDQ_385

(Take Course Now!)

4QM# 226: Tobacco Use Screening This course will cover how to document Quality Measure #226 |

NQF #0028 Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention in your Advantage software.


SDQ_395

(Take Course Now!)

4QM# 374: Closing The Referral Loop

This course covers how to document Quality Measure #374 | NQF #N/A Closing the Referral Loop: Receipt of Specialist Report in your Advantage software.


MACRA QPP 2019 Year 3

QPP_295

(Take Course Now!)

31MACRA QPP Year 3: Roadmap To Success

Learn about the MACRA Quality Payment Programs. Start with an overview of MIPS & APMs and 2019 reporting options. We'll do a walk through of the various time lines. Next, we will define each of the 4 MIPS categories and provide instructions on how to track their measure outcomes. Finally, learn who participates and who is excluded from participating as well as review the various data submission options.


QPP_300

(Take Course Now!)

20MACRA - QPP Submission Portal This course explains the credentials required to be able to log in

to the CMS QPP Submission Portal. We demonstrate how to navigate the portal to submit your 2018 data for Quality Measures, PI and Improvement Activities.










QPP_320

(Take Course Now!)

23Show Me MACRA: Compulink Advantage 2019 Reports

This course reviews the 3 main MACRA reports for 2019, which compile data generated when running the QPP Dashboard: 2019 Patient List, 2019 Simple List and 2019 QPP Compliance.


2019 AOA MORE Registry Interface

SDQ_240_OZ

(Take Course Now!)

5AOA MORE Registry Interface This brief course explains how the AOA MORE registry can

interface with the Advantage software to submit Quality Measure data for clinicians reporting MIPS data. It includes an overview of the setup process to get started.


Compulink MySecureHealthData.com Portal

SDQ_180

(Take Course Now!)

1Portal Message to Provider Enhancement

Take a quick look at some new portal enhancements such as the ability for a patient to attach files or send website links in their messages that providers can access (example FitBit or Dropbox files).


SDPP_105

(Take Course Now!)

6MySecureHealthData.com The Patient Portal has been retooled for better performance,

scalability for mobile devices and a simpler user interface. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPP_105#

CMS QPP Submission Portal

SDQ_120

(Take Course Now!)

1QPP Submission Portal Credentialing Have you visited the updated CMS QPP Submission Portal? New

security protocols may require you to complete a credentialing process to log in. Don’t wait until the reporting deadline to see what’s required! The updated CMS QPP Submission Portal requires a credentialing and vetting process, so get in early!


OPENOFFICE

Setup








OO_200

(Take Course Now!)

9OpenOffice: Overview and Set Up This Overview will provide an introductory overview of OpenOffice,

how to access OpenOffice letters in the Advantage software and the download and install instuctions of OpenOffice.

3#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OO_200#

OO_205

(Take Course Now!)

11OpenOffice: Letters Icon Overview and Intro to Customization

This course reviews the following items: An overview of the Letters Icon,basic letter customization steps and procedures, as well as how to add a logo.


Data Merge Assistant

OO_210

(Take Course Now!)

18OpenOffice: Intro to the Data Merge Assistant

basic letter customization steps and procedures, as well as how to add a logo. 3

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OO_210#

DMA General Functions/Field and Table Options

OO_215

(Take Course Now!)

15Open Office: DMA Functions, Needs Signature & Document Imperatives

This course reviews how the Needs Signature Function works in the Advantage software. It also includes additional Document Imperatives instruction, the Do Not Save Image of Document and the Save to Scanned Documents Functions.


OO_220

(Take Course Now!)

82Open Office: DMA General Functions This advanced OpenOffice course reviews all functions available in

the DMA, including additional general Field and Table functionalities. 3#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OO_220#

OPTICAL - INTERFACES

VisionWeb


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=OO_200






VW_100

(Take Course Now!)

10VisionWeb Interface This course reviews Compulink's interface with VisionWeb. Topics

covered include what to do to get started, items that must be filled out on the Spectacle Order tab and the Lab Info tab, placing the order, finding out where to verify the order and viewing the VisionWeb Order Status.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=VW_100#

OPTICAL - SPECTACLE PRICING ENGINE

Spec Pos Basics

AA_126_OZ

(Take Course Now!)

20AWA: SPEC POS Basics This course for established Compulink clients and their new staff

introduces the Spectacle Tables. Learn how to complete the primary SPEC POS tables and see how they relate to the Spectacle Rx.


PATIENT FLOW

Advantage at a Glance Microlearning

SDPAT_115

(Take Course Now!)

3V12.2 Adding a Patient Picture We will demonstrate how to setup the digital web camera for

Patient photos and how to add a photo to the Patient record. ✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPAT_115#

Setup

PAT_205

(Take Course Now!)

6Touch Screen & Tablet Functionality This course covers the specialized functionality for clients utilizing

touch screen monitors and tablets.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_205#

Begin Your Day

PAT_171

(Take Course Now!)

10Logging In and Utilizing the Time Clock

This course explains how to Log On to the Advantage software for the first time and how to access/record Time Clock activity.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_171#


http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=VW_100






PAT_180

(Take Course Now!)

11 Checking In A Patient This will review the processes for checking in a patient, including

marking their appointment Kept, scanning their insurance card, scanning their HIPAA agreement, collecting a co-pay and printing a Patient Information sheet to verify their data is current.

✩


New Patients

PAT_103

(Take Course Now!)

13Adding A New Patient Learn how to add new patient and account responsible

information, add a patient's picture to their record, scan in an insurance card and scan in a HIPAA agreement.

✩


PAT_107

(Take Course Now!)

8Adding Patient Contacts This course reviews the Patient Contact screen, explaining it

purpose and giving definitions of all field options. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_107#

PAT_114

(Take Course Now!)

16Adding Patient Insurance Learn how to add an insurance record with patient and insured

information.✩


PAT_236_OZ

(Take Course Now!)

7Adding Patient Follow-Up/ToDos This course explains how to access, add and mark ToDo items

complete on your patient accounts. 1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_236_OZ#

PM_128

(Take Course Now!)

8Scanning Patient Documents Learn how Advantage interfaces with twain compatible scanners for

direct scanning of documents into an individual patient record. This course is scheduled for update to reflect our current screens, however, the instructions provided still apply.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PM_128#






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_236_OZ



PM_126

(Take Course Now!)

5Scanning Insurance Cards Learn how to store an image of the patient's insurance card using

a twain-compatible business card scanner. This course is scheduled for update to reflect our current screens, however, the instructions provided still apply.


PM_127

(Take Course Now!)

9Scanning EHR Documents Learn how to scan documents into the patient's medical record that

are only viewable by those individuals who have permissions in this area. This course is scheduled for update to reflect our current screens, however, the instructions provided still apply.


SCR_191

(Take Course Now!)

2Patient Screen Popups This course covers the new PopupAdd and PopupEdit Smart

Functions that are now available for the Patient Demographic screen.


Referrals

PAT_241

(Take Course Now!)

12Adding Patient Referrals for Incoming or Outgoing Provider Referrals

This course explains how to add and complete referral source screens for incoming and outgoing provider referrals, including references to requirements for meeting meaningful use on Transitions of Care.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_241#

PAT_251_OZ

(Take Course Now!)

7Adding Patient to Patient and Advertising Referrals

This course explains how to add and complete referral source screens for patients referring other patients and tracking marketing/advertising venues as referral sources.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_251_OZ#

PAT_252_OZ

(Take Course Now!)

7Adding Patient Referrals For Insurance Authorizations

This course will provide a brief overview of how referrals are tracked by their Type. It will demonstrate how to add referral records used to track insurance authorizations, including how to use the visit tracker to keep track of a patient's visits incurred as they relate to a particular referral.

1#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PAT_252_OZ#

PATIENT PORTAL

MySecureHealthData.com









SDPP_100

(Take Course Now!)

6MySecureHealthData.com Beta Version

This course introduces the pre-release version of the MySecureHealthData.com patient portal with better performance, scalability and a new user interface.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPP_100#

ABOUT VERSION 12.2

Automating PI Reports with PracticeWatch

SDQ_405

(Take Course Now!)

4Automating PI Reports with PracticeWatch

Learn how to automate your PI (Promoting Interoperability) Reports with PracticeWatch.

✩


PRACTICEWATCH

E-Mailing Patients

SDPW_105

(Take Course Now!)

5E-Mailing Patients with PracticeWatch This course shows how to write a specific SQL script to E-Mail

active Patients over the age of 18 with E-Mail via the PracticeWatch function.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPW_105#

PracticeWatch Fact Sheet

PW_135

(Take Course Now!)

PracticeWatch Fact Sheet Save time and automate the complexity out of your business with PracticeWatch, Compulink’s task automation solution. Click on the Exit Course button on the viewing screen after you have finished viewing the course to acknowledge that you have read this document.

(PDF)#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PW_135#

Overview

PW_100

(Take Course Now!)

14PracticeWatch: General Overview This course will cover what PracticeWatch is, how to configure

your Backup start and end times and how to install the PracticeWatch service. The basics for creating and scheduling a task will be reviewed.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PW_100#




http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=SDPW_105

http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PW_135



Creating a Distribution List

PW_130

(Take Course Now!)

10PracticeWatch: Create a Distribution Group

This course will discuss creating a Distribution List with and without using Departments, establishing Recipients - individual and all inclusive, editing an existing Distribution List and removing the Distribution List from a Task.


Creating Tasks

PW_105

(Take Course Now!)

9PracticeWatch: Create an E-Mail Task

This course will demonstrate how to create an E-Mail as a Master Task and how to schedule that Master Task to automatically run.


PW_110

(Take Course Now!)

8PracticeWatch: Creating an Instant Message Task

This course will demonstrate how to create an Instant Message as a Master Task and how to schedule that Master Task to run automatically.


PW_125

(Take Course Now!)

8PracticeWatch: Create a ToDo Task This course will demonstrate how to create a ToDo as a Master

Task and how to schedule that Master Task to automatically run.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=PW_125#

REPORTS

Financial Reports – Analysis

RPT_F_415

(Take Course Now!)

11Financial Analysis Report: Office Production

This report analyzes financial activity, by Ledger Transaction Type, for a specified date and hour range.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=RPT_F_415#






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=RPT_F_415


RPT_F_420

(Take Course Now!)

8Financial Analysis Report: Audit Trail This report provides a complete chronological history of patient

account ledger activity: new transactions, modified ledger lines (before and after the Edit) and deleted items. This is useful for troubleshooting balancing and procedural errors. This course will review how to run and read the report.


RPT_F_425

(Take Course Now!)

8Financial Analysis Report: Charge Collection Analysis

The Charge Collection Analysis report shows Charges by service date within the report period, and all Payments and Adjustments related to those charges. This course will review how to run and read the report.


RPT_F_410

(Take Course Now!)

13Financial Analysis Report: Production Analysis Reports

The Production Analysis reports evaluate Charges, Adjustments, Payments and Transfers posted during a specified period. This course will review several variations of Production Analysis: by Charge, by Diagnosis, for New Patients, by Day, by Facility, or by Month.


TABLES - FINANCIAL

Advanced Setup

TAB_620_OZ

(Take Course Now!)

5Financial: Capitation Plans Table This table is where the monthly enrollment figures for all the

Capitated Plans are stored.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_620_OZ#

Setup

TAB_600_OZ

(Take Course Now!)

10Financial: Adjustments Tables This course covers the Adjustment > Description/Amount table

which stores the standard Ledger Adjustment types your office posts, such as service and material adjustments, refunds, write-offs and discounts. It also reviews the Adjustment > Notes table for the line items notes documented within the patient ledger.


TAB_605_OZ

(Take Course Now!)

8Financial: Billing Messages Table This table stores custom messages that may be attached to patient

statements.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_605_OZ#









TAB_610_OZ

(Take Course Now!)

13Financial: Billing IDs Table This table stores Billing IDs for Location/Provider/Insurance Carrier

Type combinations that are required on some Payor claims. It is also used by the Scheduler to verify a Provider's plan participation.


TAB_615_OZ

(Take Course Now!)

9Financial: Carrier Types Table This table is used to classify insurance companies for claims

processing.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_615_OZ#

TAB_608

(Take Course Now!)

8Financial: Collection Tables This course describes the Plan, Action and Agency tables that

support Ledger Collection records.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_608#

TAB_630_OZ

(Take Course Now!)

7Financial: CPT Code Check Table This table enables you to verify that a procedure code posted in

the Ledger is "legal" for the provider ID at this service Location and for the Plan and Date of Service associated with the charge. Learn how to create the CPTCHECK.FLG file that activates the CPT Code Check functionality in Advantage.


TAB_636_OZ

(Take Course Now!)

7Financial: Credit Card Co's/Tender Types Tables

This course will cover the Credit Card Co's table which stores the credit card types your office accepts as payment and the Tender Types table whichis used to identify the types of payments you receive. Your financial reports such as Payment Report, Deposit Slip and Office Production organize payments according to their Tender Type.





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_608




TAB_645_OZ

(Take Course Now!)

13Financial: Fees Tables This course covers the Fee Category Codes, Fee Posting Groups

and Fee Group Rules tables. The Fee Category Codes table may be used to customize descriptions for the 2-digit category codes assigned to charges in your Fee Schedules. These descriptions appear on the Office Production report.The Fee Posting Groups table supports the Ledger MULT command, used to automatically post groups of charges to the patient Ledger by a single Group Posting Code. The Fee Group Rules table contains records that will be evaluated in conjunction with the Legacy Exam Posting Rules/Logic Engine when selecting the “Charges” command from the Exam screen.


TAB_640_OZ

(Take Course Now!)

7Financial: Global Periods Table This table stores the Global Period in Days associated with specific

procedures.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_640_OZ#

TAB_650_OZ

(Take Course Now!)

6Financial: Location/Provider Restriction Table

This table is available for practices who want to verify that the correct Service Location and Provider ID combinations are being posted to the ledger.


TAB_655_OZ

(Take Course Now!)

13Financial: Materials Table Learn about the Description screen that stores general information

about Materials that is not Plan/Fee Schedule specific. And, learn how your fee schedules for Materials are created/stored in this course.


TAB_685_OZ

(Take Course Now!)

5Financial: Modifiers Table This table supports the M1, M2, M3 and M4 modifier fields within

the Ledger Add/Edit/Insert Charge window. Modifier codes are sometimes needed to denote special circumstances related to a charge on insurance claims.


TAB_690_OZ

(Take Course Now!)

5Financial: Notes Table This table stores standard notes or comments that you may wish

to include on a patient's Ledger.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_690_OZ#









TAB_820_OZ

(Take Course Now!)

15Financial: Payors Table This course will cover the Payor Names Table (Insurance

Companies and Employers) which is a combination of major insurance carriers that are maintained by Compulink along with client-added payors.


TAB_339_OZ

(Take Course Now!)

3Payor Table: Optical Plan Filter A Detail option is available in the Payor table, that allows clients

to change the list order of optical carriers in the Spectacle RX screen. This course covers how to attach the Plans to the Payors, and where that attachment will be seen in the Spectacle RX screen.


TAB_700_OZ

(Take Course Now!)

10Financial: Plans Table The Plan attached to a patient's record controls how charges post

to their Ledger. This course covers the setup and functionality of the Financial Plans table.


TAB_705_OZ

(Take Course Now!)

4Financial: Revenue Codes Table This table is used to store Revenue Codes associated with UB04

claims. Revenue codes are 3-digit numbers used on claims to identify either where the patient received treatment or what type of treatment was received.


TAB_865_OZ

(Take Course Now!)

18Financial: Services Table for Eyecare/Ophthalmology Advantage

This course will describe the purpose/use of the Services table and will provide specific examples of how/why you would create multiple fee schedules.


Advanced Setup

TAB_327_OZ

(Take Course Now!)

4Financial: G/L and AP - Chart of Accounts Table

This table allows each office to customize their General Ledger Numbers and Account Descriptions.










TAB_328_OZ

(Take Course Now!)

4Financial: G/L and AP - Mapping Table

This table is a list of the Patient Ledger and Accounts Payable transactions that are written into the General Ledger Reports.


TABLES - GENERAL

Version 12.2

TAB_895

(Take Course Now!)

11Table Commands Learn about the Look-up Table navigation commands using V12.2.

This course is a prerequisite to the individual table courses.✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_895#

GTAB_100

(Take Course Now!)

5Department Tables This course explains the purpose and use of the V12.2

Department tables and provides instructions for how to complete them.

✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=GTAB_100#

GTAB_110

(Take Course Now!)

8Facilities Table Learn about the use and functionality of the Facilities Table in

V12.2.✩


GTAB_115

(Take Course Now!)

6Labs Tables This course reviews the Labs List table and the Acct#s, Location

Provider Settings table. We discuss the purpose and use of each table as well as define the data entry fields, beginning with V12.2.

✩


GTAB_120

(Take Course Now!)

16Location Tables This course reviews the Location > Details, Groups and Square

Feet tables. We explain the use and functionality of each table and define the data entry fields, beginning with V12.2.

✩





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=GTAB_100





GTAB_125

(Take Course Now!)

13Patient Tables This course reviews all of the tables under the General Tables >

Patient area, including the Lock-out Reasons, Contact tables: Release, Organization and Role; the Confidentiality Type and Communication Type table.

✩


GTAB_920

(Take Course Now!)

13Provider Table The Provider table stores detailed information about your Providers,

used throughout the software for medical records, tracking financial activity, billing and more. This reviews the screens and commands available in V12.2.

✩


GTAB_130

(Take Course Now!)

6Recall Tables This course reviews the use and functionality of both the Recall

Reasons and Recall Periods tables in V12.2. ✩


GTAB_140

(Take Course Now!)

4Relationships And Salutations Tables Review the table purposes and description for the V12.2

Relationship and Salutations tables, and learn where in the software this table information links to.

✩


GTAB_145

(Take Course Now!)

5Scanned Documents Table The Scanned Document Types table stores the list of document

types you typically scan in your office. It is used to categorize documents as they are scanned in.

✩


GTAB_150

(Take Course Now!)

5Staff Tables This course reviews the V12.2 Staff > Groups and Staff > Hours

tables. Learn how to complete the data entry fields in each table and where this table information is used in the Advantage software.

✩


Table Commands









TAB_500

(Take Course Now!)

11Table Commands Learn about the Look-up Table navigation commands. This course

is a prerequisite to the individual table courses. #http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=TAB_500#

General Tables

TAB_530_OZ

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10General: Location - Details Table During this course each of the Location>Details fields will be

described and shown how they should be completed. Information will be provided for how/where the various fields link with other parts of the software.


TAB_535_OZ

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12General: Location - Groups Table This course describes and provides examples for each of the

Location > Group options for Alternate Fee Schedules, Look-up Tables and Location and Staff Groups within Exam.


TAB_131

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17General: Patient Tables Learn about the tables that support the Lockout and Medical

Release sections of the Patient Contacts screen, as well as the Communications and Patient Annotations screen in medical records.


TAB_560

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13General: Provider Table The Provider table stores detailed information about your Providers,

used throughout the software for scheduling, medical records, tracking financial activity, billing and more.


TAB_126

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9General: Facilities Table The Facilities table stores the name, address and NPI# of the

locations where your services are provided. This might include nursing homes, surgery centers and your office. Learn how to complete the necessary fields within this table.










TAB_146

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6General: Recall Reasons Table The Recall Reasons table stores a list of the various reasons a

patient might be recalled to your office, along with a follow-up schedule for communications.


TAB_151_OZ

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14General: Referral Sources and Reason Tables

This table stores the Patient Referral Sources and standard Referral Reasons used in your practice.


TAB_156

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6General: Relationships and Saluations Tables

The Relationships table stores the possible relationships of the Patient to their Account Responsible or guarantor.


TAB_176

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6ToDo Followup Table The ToDo/Followup table stores action items/reminders to perform

tasks related to a patient or in general. It is used to populate the Action field in the patient ToDo_Follow Up screen.


VSP

Non-Interface Setup

V_101_OZ

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22VSP: Non-Interface Setup This course will review VSP Benefits and Options, the items you

need to get started, an overview of table setup and Lab Accounts.#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=V_101_OZ#

Non-Interface Functionality

V_102_OZ

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22VSP: Non-Interface Functionality This course will review important fields on the Patient Demographic

and Insurance screens, adding the Referral, posting the Exam and Refraction, completing and charging out the Spectacle Rx and completing the Contact Lens Rx, removing Lenses from Inventory and posting charges.

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=V_102_OZ#






http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=V_101_OZ



Setup for Eyefinity Interface

V_106_OZ

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31VSP: Eyefinity/Setup This course will review the setup that is required for using the

VSP Eyefinity PMI interface. It will review prerequisites, setup files, table setup and creating a Lab Account.


Eyefinity Functionality

V_110_OZ

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13Eyefinity for Spectacle POS Order Pricing I

This is part one of a two part lesson on using Spectacle POS Order Pricing with the Advantage Eyefinity interface This is the prerequisite to Course ID: V_115_OZ.


V_115_OZ

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10Eyefinity for Spectacle POS Order Pricing II

This is part two of a two part lesson on using Spectacle POS Order Pricing with the Advantage Eyefinity interface Prerequisite: Course ID: V_110_OZ.


V_131_OZ

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11Eyefinity: Posting Contact Lenses This course covers creating the CL Rx, posting the Fitting Fee,

Exam, Refraction, Contact Lenses and Contact Lens Allowance and sending the claim to Eyefinity.


V_135_OZ

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7VSP: Posting a Contact Lens Payment

Learn how to post a VSP contact lens payment against the CL benefit amount on the VSP Lab account.


VSP Lab Accounts

V_157_OZ

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12Lab Accounts: Opening And Closing This course reviews the following items: What Lab Accounts are

used for and how to open a Lab Account. What items need to be established in order for charge transactions to cross over to the Lab Account. How to close an old Lab Account.










Eyefinity In Office Finishing

V_160_OZ

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9VSP: Eyefinity in Office Finishing Program

This course will review the VSP In Office Finishing Program, required setup, mandatory items when filling out the patient Spectacle Rx screen and accessing the IOF Program Lenses on the Eyefinity website.


VSP EOB

V_185_OZ

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9VSP: Reconciling The EOB & VSP Posting Tips

Learn how to post your monthly VSP payments and adjustments to the VSP Lab account, used for tracking VSP receivables, payments and charge backs. Learn helpful tips for reconciling your EOB when there are discrepancies between your EOB and Lab account.


WEB REGISTRATION

Overview

WEB_120

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14Web Registration: General Overview This course is an introduction to patient Web Registration. Learn

what it is and see how easy it is to get started. ✩

#http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=WEB_120#

Functionality

WEB_110

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21Web Registration: Completing and Importing Data

We take you through the process, starting with requesting a quote all the way through installation and testing of your new registration page.


WEB_115

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4Web Registration: Reprocess a Registration

This course goes over the Web Registration confirmation number, how to access WEB REG SUPPORT, and walking through the steps of re-queuing a Registration record using the patient's confirmation number.





http://prosperitylms3.com/req/compulink/_student/index.cfm?crsid=WEB_120

