Introducing the PI 2014 DemoNew and Improved

Presented By:Deidre Lawson – Product Manager

Highlights of 2014 Demo Data How To Access 2014 Demo Data Integrated PI/PM Demo Introduction to Small Bytes Webinar Series Question and Answer

AGENDA

What is the PI Demo Account?

2014 DEMO INTRO

PI offers a demo account to our resellers in order to demo, train, test, and resell the product The demo server is located on demo.ediinsight.com The software is the same as the software on the production accounts This is the same data that PI uses to demo the product to our clients The user has the option to reset the demo during each login The demo account resets itself every Sunday night Each reseller can have unlimited logins to the demo database All data is de-identified and has been updated to 2014 data

Task Manager

2014 DEMO HIGHLIGHTS

Tasks have increased from 6 to 35! The default new demo user (Sally Manager) has 8 tasks assigned to her on the default screen Using Filter Tasks, the user can now see tasks for ALL task types in order to demo the functionality of Task Manager Vendor users also have administrative default tasks

Tasks are assigned by user/job description Tasks are now assigned based off of the type of user assigned to them, so that the demo tells a story

Tasks of every type Tasks of every type now exist as defaults in the Task Manager This allows resellers to demo EOB to ERA Lockbox/Direct services as well as new CHECK, RESPONSE, WORKLIST, and ERA tasks

Claim Manager

2014 DEMO HIGHLIGHTS

All claim data is now 2014 data Rejection types and scenarios are now more accurate and up-to-date

Claims of every type The demo now includes Professional, Institutional, AND Dental claims The demo also includes EPSDT, DME, Anesthesia, Worker’s Comp, and many other claim types Secondary and Tertiary claims now exist in the demo

Clinical Claim Scrubbing available for 5010 demo file The new 5010 claim file can also be used to show Clinical Claim Scrubbing

Statement Manager

2014 DEMO HIGHLIGHTS

Estatements now available! Email statements are now included in the new demo The entire email process can be demoed from the new account Patient facing email information is also available

Statement number increased from 8 to 43 Statement data has been increased and made more diverse Statements of all status types

New Statement Reports Estatement Summary report now available See Reports for more information

Eligibility Manager

2014 DEMO HIGHLIGHTS

Eligibility requests increased from 24 to 40 There are many more eligibility requests to view

Eligibility responses of every type Now there are multiple coverage types to view There are many more payer specific responses to view

Enhanced eligibility enrollment viewable Enrollment and setup for enhanced eligibility is now viewable

ERA and Denial Manager

2014 DEMO HIGHLIGHTS

All ERA data updated to 2014 The transaction data is now more robust and up-to-date

Expected allowed “underpayments” now viewable Under-allowed amounts will now display properly in the demo

Manage Tables now updated Expected Amounts, Group/Reason Codes, and Working Payers are all updated with matching 2014 data

Transactions of every type Paid, Denied, Pended, and Reversal statuses now available

Search Tools

2014 DEMO HIGHLIGHTS

All reports in Report Manager are set to run on defaults Now EVERY report can be run from the demo account with pre-set defaults

Check search now contains 100+ checks

Custom Rules updated New customer-specific custom rules have been added to better show the rule functionality

Working Payers populated The customer’s individual working payer list is now populated with payers for every transaction type

Support Manager

2014 DEMO HIGHLIGHTS

New and Improved Issues Better support manager issues are available to demo

Multiple User Logins

2014 DEMO HIGHLIGHTS

Resellers now have both customer facing AND reseller facing demo logins Whenever a 2014 login account is created, 2 user logins are made; End-User and Reseller User. This happens immediately with

no intervention from the login creator.

Benefits of both login types: Resellers can now use the demo to train their own staff without being in live data Tasks and Reports can now be run from an administrative standpoint

Login Format Resellers create a login like they normally have (or use their existing and change to 2014. See 2014 Demo Access Slides.) VEN_[login] is instantly created

How do I get the new 2014 demo?

2014 DEMO ACCESS

There are 2 ways to get the new 2014 demo: Update existing login or Create a new login

Update existing login Step 1: Login with your vendor master login (You should have received this at NCO training. If you need a copy of this, please

contact PI Support) Step 2: Find your current login and click EDIT Step 3: Fill out ALL blank fields and update demo version:

Email (Your email) **Email is required for new Estmt feature Menu (end user menu – you can choose based on the products you resell) Vendor Menu (vendor menu – you can choose based on the products you use) Demo Version (2014)

Step 4: Save and click on All Users at the top You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.

How do I get the new 2014 demo?

2014 DEMO ACCESS

There are 2 ways to get the new 2014 demo: Update existing login or Create a new login

Create a new login Step 1: Login with your vendor master login (You should have received this at NCO training. If you need a copy of this, please

contact PI Support) Step 2: Click the ADD button Step 3: Fill out ALL fields:

Name (Your name) Login Name (Your login) Email (Your email) **Email is required for new Estmt feature Password (demo password) Menu (end user menu – you can choose based on the products you resell) Vendor Menu (vendor menu – you can choose based on the products you use) Demo Version (2014)

Step 4: Save! You should see both your new login AND your new vendor login (VEN_[login]). Both will use the same password.

Practice Insight now offers an Integrated Demo!

INTEGRATED DEMO

The integrated demo will interface with your PM demo If your users are sending claims and receiving responses automatically, we want the demo to reflect how they’ll actually be

using the product PI will work with you on getting the needed information for your integrated demo

Highlights of Integration: Automatic custom claim file uploads Claim and Scrubber responses posted to SFTP responses directory 270/271 Real-time transmission 835s delivered for auto-posting Customized statements

SMALL BYTES WEBINAR SERIES

Our new series is meant to help guide our vendors through the new system, point out some of the highlights and help you navigate the system and new products

Pass this information to those that use the demo system for demos & training

Small Bytes Webinar Schedule – Wednesday Mornings at 10am CT:• September 3 - Claim Manager• September 10 - EOB to ERA• September 17 - Task Manager• September 24 - eStatements• October 1 - ERA & Denial Manager• October 8 - Clinical Claim Scrubbing• October 15 - Reports & Dashboards• October 22 - New Demo Integration

Please check your email for Small Bytes registration links These sessions will be recorded and distributed for those who cannot

attend

SMALL BYTES WEBINAR SERIES

New Marketing Materials regarding the updated software and data are available for you below:

 • Claim Manager• EOB to ERA - Lockbox Services & Automated Solutions• Task Manager• ERA & Denial Manager

QUESTION AND ANSWER