Intergy & Intergy EHR
Billing Manager Training

First, you’ll need to download and fill out your training checklist worksheet. This will allow you to track what modules you have completed. We suggest you start from the top and work your way down. Each module builds upon the previous modules. Some of the items you might have already worked with, or have past experience with, and may want to skip them. We have designed this entire program specifically with the intent of being able to take the Supervising Provider that does not have any experience with a EPM and EHR system, and get them up to speed quickly so they can hit the ground running.. Should you have any general questions.. just ask.. we are here to help!!!

Click here to email Danielle for help

Click here to email Matt for help

Click here to download the Training Checklist Worksheet


TOPIC Area of Study Time Required to Complete
Navigation
NAVIGATION  The Sage Intergy Software’s Three Desktops 2:45
NAVIGATION  Performing Basic Navigation in the System 6:00
NAVIGATION  Using the Global Features of the System 9:00
NAVIGATION  Managing Open Windows 3:00
NAVIGATION  Getting Context Sensitive Help 3:15
NAVIGATION  Locating Information in Online Help 5:00
NAVIGATION  Locating Help in the Sage Support Center 6:45
Patient Check In
PATIENT CHECK IN  Patient Check In Overview 5:00
PATIENT CHECK IN  Using the Patient Check In Window 2:45
PATIENT CHECK IN  Checking a Patient's Eligibility 4:30
PATIENT CHECK IN  Pre-collecting a Payment 4:30
PATIENT CHECK IN  Viewing Patient Alerts and Notes 2:00
PATIENT CHECK IN  Viewing Encounter and Appointment Details 2:30
PATIENT CHECK IN  Completing Registration for a New Patient 1:45
PATIENT CHECK IN  Checking In a Non-Scheduled Patient 3:15
PATIENT CHECK IN  Making a Patient the Selected Patient 2:30
PATIENT CHECK IN  Recording No Shows and Cancellations 2:45
Patient Eligibility
PATIENT ELIGIBILITY  Patient Eligibility Overview 3:30
PATIENT ELIGIBILITY  Viewing a Patient's Eligibility Response 5:30
PATIENT ELIGIBILITY  Performing a Real-Time Eligibility Check 3:45
PATIENT ELIGIBILITY  Checking the Limits on a Patient’s Referral 2:15
PATIENT ELIGIBILITY  Verifying Eligibility During Patient Registration 1:55
PATIENT ELIGIBILITY  Viewing Information on the Coverage Tab 2:30
PATIENT ELIGIBILITY  Running the Daily Eligibility Report 4:15
PATIENT ELIGIBILITY  Creating a Charge Eligibility Batch 3:56
PATIENT ELIGIBILITY  Running the Charge Eligibility Response Report 2:23
Appointment Scheduler
APPOINTMENT SCHEDULER Getting Started with the Appointment Scheduler 4:00
APPOINTMENT SCHEDULER Making a Basic Appointment  4:30
APPOINTMENT SCHEDULER Editing an Appointment 3:00
APPOINTMENT SCHEDULER Canceling an Appointment 2:30
APPOINTMENT SCHEDULER Scheduling an Appointment Conflict  3:30
APPOINTMENT SCHEDULER Adding a Patient to the Wait List 3:30
APPOINTMENT SCHEDULER Encounters by Appointment 4:30
APPOINTMENT SCHEDULER Generating an Encounter Form on Demand  2:00
Pre-Collection a Payment and Working in Checkout Payment
PAYMENT ENTRY  Pre-Collecting a Payment 3:45
PAYMENT ENTRY  Entering a Guarantor Payment in Checkout Payment  4:30
PAYMENT ENTRY  Allocating and Posting a Guarantor Payment in Checkout Payment 3:30
PAYMENT ENTRY  Printing an Account Receipt from Checkout Payment 2:15
PAYMENT ENTRY  Allocating a Pre-Collected Payment in Checkout Payment 2:15
Working in Account Payment Posting
PAYMENT ENTRY  Entering a Guarantor Payment in Account Payment Posting 4:15
PAYMENT ENTRY  Allocating and Posting a Guarantor Payment in Account Payment Posting 3:45
Working in Insurance Payment Posting
PAYMENT ENTRY  Loading Claims in the Claims List 3:45
PAYMENT ENTRY  Entering a New Insurance Payment 4:00
PAYMENT ENTRY  Allocating and Posting an Insurance Payment for Multiple Patients 4:45
PAYMENT ENTRY  Posting an Insurance Payment by Claim Number 5:45
Charge Posting and using Ailments in Charge Posting
CHARGE POSTING Posting Charges for a Patient Visit 8:15
CHARGE POSTING Posting Macros for a Patient Visit 3:30
CHARGE POSTING Posting Administrative Charges 3:30
CHARGE POSTING Reviewing Posted Charges 3:45
CHARGE POSTING Overview of Pending Charges 2:30
CHARGE POSTING Posting Pending Charges 3:15
Using Ailments in Charge Posting
CHARGE POSTING The Purpose of Ailments 2:00
CHARGE POSTING Creating a Quick Ailment  2:45
CHARGE POSTING Adding an Ailment 4:45
Insurance Billing
INSURANCE BILLING  Insurance Billing Overview 3:30
INSURANCE BILLING  Getting Started with Insurance Billing  3:45
INSURANCE BILLING  Running a Pre-Bill Analysis for an EMC Batch  8:00
INSURANCE BILLING  Correcting Pre-Bill Errors for an EMC Batch 4:00
INSURANCE BILLING  Billing and Transmitting Claims Electronically  3:15
INSURANCE BILLING  Verifying an EMC Batch 3:30
INSURANCE BILLING  Running a Pre-Bill Analysis for Paper Claims 7:45
INSURANCE BILLING  Billing Paper Claims 2:00
INSURANCE BILLING  Generating a Demand Claim for a Patient  3:15
Electonic Remittance Advice
ELECTRONIC REMITTANCE ADVICE  Overview of the ERA Workflow 4:30
ELECTRONIC REMITTANCE ADVICE  Retrieving ERA Files 2:30
ELECTRONIC REMITTANCE ADVICE  Preprocessing ERA Files  3:10
ELECTRONIC REMITTANCE ADVICE  Performing a Trial Post 7:20
ELECTRONIC REMITTANCE ADVICE  Posting ERA Payments  5:24
ELECTRONIC REMITTANCE ADVICE  Working Exceptions  3:57
ELECTRONIC REMITTANCE ADVICE  Overview of ERA Setup 7:02
Balance and Close
BALANCE AND CLOSE Balance and Close Overview 4:30
BALANCE AND CLOSE Preparing for a Journal Close  4:30
BALANCE AND CLOSE Performing a Journal Close for Multiple Journals with Individual Users  6:45
BALANCE AND CLOSE Performing a Journal Close for a Single Journal with Multiple Users  5:30
BALANCE AND CLOSE Performing a Daily Close Following a Journal Close  4:15
BALANCE AND CLOSE Performing a Daily Close From the Financial Menu 4:00
BALANCE AND CLOSE Editing a Charge During Journal Close 2:30
BALANCE AND CLOSE Voiding a Charge During Journal Close  3:00
BALANCE AND CLOSE Editing a Payment During Journal Close 2:00
BALANCE AND CLOSE Voiding a Payment During Journal Close 2:00
BALANCE AND CLOSE Reversing a Payment Allocation During Journal Close 2:30
BALANCE AND CLOSE Transferring an Item to Another Journal During Journal Close 3:00
Generating Electronic Patient Statements
STATEMENTS  Creating an Electronic Statement Batch Run 5:00
STATEMENTS  Reviewing an Electronic Statement Batch Run 3:45
STATEMENTS  Adding Comments and Global Notes to Statements 2:30
STATEMENTS  Accepting and Transmitting an Electronic Statement Batch Run 1:45
STATEMENTS  Verifying an Electronic Statement Batch Run 3:30
Generating Demand Statements
STATEMENTS  Generating a Demand Statement in Account Review Mode 4:15
Collections Setup
SYSTEM SETUP Defining the Practice Parameters for Collections 8:45
SYSTEM SETUP Defining Collection Actions 5:15
SYSTEM SETUP Understanding How Account Finance Groups Affect Collections 3:45
SYSTEM SETUP Editing Collections Settings for an Insurance Plan 2:30
Collections
COLLECTIONS Collections System Overview 2:45
COLLECTIONS Using Collections Automatic Add and Remove 5:15
COLLECTIONS Manually Adding an Account to Collections 3:45
COLLECTIONS Manually Removing an Account from Collections 1:45
COLLECTIONS Using a Tickler List 4:30
COLLECTIONS Creating a Custom List 4:45
COLLECTIONS Reviewing an Account 6:00
COLLECTIONS Recording an Action 2:30
COLLECTIONS Documenting a Promise 2:30
COLLECTIONS Generating Batch Collection Letters 2:45
COLLECTIONS Using an Insurance Tickler List 2:45
COLLECTIONS Calling an Insurance Company 3:15
COLLECTIONS Sending a Request for Review Letter 2:30
COLLECTIONS Overview of the Collections Write-off Utility 2:30
COLLECTIONS Reviewing Collection Accounts Prior to a Write-off 6:30
COLLECTIONS Writing Off Collection Balances as Uncollectible Debt 5:45
COLLECTIONS Writing Off Collection Balances That Will Be Sent to an Outside Agency 5:45
Collection Reports
COLLECTIONS Running a Request for Review 4:00
COLLECTIONS Running a Collections System Report 6:00
COLLECTIONS Running a Collections Open Items Analysis 4:30
COLLECTIONS Running a Collections Non-Payment Report 4:00
COLLECTIONS Overview of Additional Collection Reports 2:15
Enterprise Desktop
ENTERPRISE DESKTOP  Introduction to Sage Intergy Enterprise  5:30
ENTERPRISE DESKTOP  Navigating Sage Intergy Enterprise 6:00
ENTERPRISE DESKTOP  Billing Insurance Claims  6:30
ENTERPRISE DESKTOP  Posting ERA Payments 5:00
ENTERPRISE DESKTOP  Posting Insurance Payments 4:30
ENTERPRISE DESKTOP  Posting Account Payments 4:00
ENTERPRISE DESKTOP  Navigating Work Task Summary  4:00
ENTERPRISE DESKTOP  Performing Daily and Journal Closes  4:00
ENTERPRISE DESKTOP  Generating Statements  4:00
Image Manager
IMAGE MANAGER  Image Manager Overview 3:05
IMAGE MANAGER  Opening Image Documents 4:39
IMAGE MANAGER  Searching for Image Documents 3:00
IMAGE MANAGER  Working With Search Results 5:00
IMAGE MANAGER  Working With Multiple Page Documents 3:48
IMAGE MANAGER  Changing the Way Image Documents Are Displayed 4:04
IMAGE MANAGER  Annotating Images 5:15
IMAGE MANAGER  Sharing Images 5:59
IMAGE MANAGER  Scanning Images 4:32
IMAGE MANAGER  Importing Images 3:37
IMAGE MANAGER  Creating a Scan Request 4:20
IMAGE MANAGER  Working With Scan Requests 3:10
IMAGE MANAGER  Sending a Task 1:56
IMAGE MANAGER  Assigning Image Documents to Advance Directives 2:15
Creating and Working User-Defined Tasks
TASK MANAGER  Task Manager Overview 2:30
TASK MANAGER  Overview of the Work Tasks Window 4:15
TASK MANAGER  Creating a Task  3:30
TASK MANAGER  Associating a Patient with a Task  3:00
TASK MANAGER  Forwarding a Task  4:00
TASK MANAGER  Working a Task  3:15
Creating and Working Phone Message Tasks
TASK MANAGER  Phone Messaging System Overview 3:00
TASK MANAGER  Overview of the New Phone Message Window 4:45
TASK MANAGER  Creating a Detailed Phone Message 4:15
TASK MANAGER  Creating a Quick Phone Message  3:00
TASK MANAGER  Working a Phone Message Task 4:30
TASK MANAGER  Forwarding a Phone Message Task 4:30
Creating and Working Charge Tasks
TASK MANAGER  Creating a Charge Task in Edit Charge 4:30
TASK MANAGER  Creating a Charge Task in Insurance Payment Posting 3:45
TASK MANAGER  Working a Charge Task 4:30
Navigation
NAVIGATION  Logging In and Out of Sage Intergy EHR 3:45
NAVIGATION  Navigating Sage Intergy EHR 3:30
NAVIGATION  Setting General Preferences 3:00
NAVIGATION  Learning About New Features 2:45
NAVIGATION  Locating Help in the Sage Support Center 6:15