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Resources ยป Upcoming Training

Upcoming Training Classes

If you are a current client, you may register for training classes online. Registering for a training class requires that you know your serial number, which can be found under the Help> About elligence menu item in elligence.

Note: For login purposes, your serial number consists of all of the characters up to the first dash only.

You may also login automatically by clicking on the Help > Class Training menu item.

You must also have a current training agreement in place either as a part of your original system purchase or separately.

Important Note: If no student has arrived by 10 minutes past the class start time, the instructor will drop off the call and the student dialing in late will need to reschedule.

Changes/Cancellations: When logged in, go to My Upcoming Classes on the right navigation bar and click on the link of the class you wish to change/cancel. Your class registration appears on the screen under the "View" tab. Click on the "Edit" tab (tabs are at the top of the screen). Here you can change or add attendee information, or you can scroll to the bottom and click on the "Delete" button to cancel your registration altogether. You will be prompted to confirm your request for cancellation. Your registration has now been cancelled.

All class times are quoted in Pacific Standard Time (PST).


[Frequently Asked Questions]

1000: Administrative Functions
Learn how to use the administrative functions including setting up operator permissions.
1 Hour Class
Who Should Attend: System Administrators, Office/Practice Managers
Recommended Prerequisites: None

See available dates and times

DateDayTimeRegister
03/16Tue9:00am (PST)Register
03/18Thu8:00am (PST)Register
03/22Mon9:00am (PST)Register
03/30Tue9:00am (PST)Register
04/01Thu8:00am (PST)Register
04/05Mon9:00am (PST)Register
1010: EPM Setup
Learn how to set up the electronic practice management program by creating various tables of providers, procedure codes, diagnosis codes, payment types, etc.
2 Hour Class
Who Should Attend: System Administrators, Office/Practice Managers, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1000

See available dates and times

DateDayTimeRegister
03/18Thu11:00am (PST)Register
03/22Mon12:00pm (PST)Register
03/24Wed11:00am (PST)Register
04/01Thu11:00am (PST)Register
04/05Mon12:00pm (PST)Register
04/07Wed11:00am (PST)Register
1020: Insurance Plan Setup
Learn how to setup insurance plans in order to bill claims properly. Use plan settings to ensure payer policies are followed. See how easy it is to track payer fee schedules from year to year. This class is a must if you want to avoid claim rejections!
1 Hour Class
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Payment Posters, Billers, Collectors
Recommended Prerequisites: 1010

See available dates and times

DateDayTimeRegister
03/15Mon10:00am (PST)Register
03/23Tue9:00am (PST)Register
03/25Thu12:00pm (PST)Register
03/29Mon10:00am (PST)Register
04/06Tue9:00am (PST)Register
04/08Thu12:00pm (PST)Register
1030: Scheduler & Superbill Setup
Learn how to set up the scheduler with master schedules, schedule overrides, appointment types, etc., as well as the options for handling cancelled or missed appointments. Then learn how to create a custom Superbill for your practice. For electronic superbills, see class 1600.
2 Hour Class
Who Should Attend: System Administrators, Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 1010, 1020

See available dates and times

DateDayTimeRegister
03/19Fri9:00am (PST)Register
03/22Mon01:00pm (PST)Register
03/23Tue12:00pm (PST)Register
04/02Fri9:00am (PST)Register
04/05Mon01:00pm (PST)Register
04/06Tue12:00pm (PST)Register
1040: Patient Registration
Learn how to create patient accounts by adding demographic and insurance information. See how attaching Patient Alerts to accounts remind you of important patient information. Discover how to indicate a patient account as inactive.
2 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020

See available dates and times

DateDayTimeRegister
03/15Mon11:00am (PST)Register
03/24Wed9:00am (PST)Register
03/26Fri9:00am (PST)Register
03/29Mon11:00am (PST)Register
04/07Wed9:00am (PST)Register
04/09Fri9:00am (PST)Register
1050: Scheduling
Learn the basics to run your office schedule efficiently: make appointments, create recurring appointments, modify appointments, check-in patients, block time, print Superbill forms, print daily schedule reports, and more.
2 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Allied Health Professionals
Recommended Prerequisites: 1010, 1020, 1030, 1040

See available dates and times

DateDayTimeRegister
03/18Thu11:00am (PST)Register
03/19Fri1:00pm (PST)Register
03/24Wed1:00pm (PST)Register
04/01Thu11:00am (PST)Register
04/02Fri1:00pm (PST)Register
04/07Wed1:00pm (PST)Register
1060: Patient Payments
Learn how to post patient co-pay and co-insurance payments, as well as adjustments. Discover how to work with unapplied credits and how to refund a payment.
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040

See available dates and times

DateDayTimeRegister
03/15Mon8:00am (PST)Register
03/23Tue8:00am (PST)Register
03/25Thu9:00am (PST)Register
03/29Mon8:00am (PST)Register
04/06Tue8:00am (PST)Register
04/08Thu9:00am (PST)Register
1070: Posting Charges with the 3M Edit Engine Tool
Learn the basics of entering procedures, diagnoses and other important service details in the post charges screen. Understand how to work from a batch mode and how to make modifications to charges while in the batch or after posting. See how the 3M Edit Engine tool can assist you in scrubbing your data for potential rejections before billing your claims! Find out how to post co-pays at the same time as posting charges.
2 Hour Class
Who Should Attend: Office/Practice Managers, Charge Posters, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040

See available dates and times

DateDayTimeRegister
03/17Wed8:00am (PST)Register
03/23Tue1:00pm (PST)Register
03/25Thu12:00pm (PST)Register
03/31Wed8:00am (PST)Register
04/06Tue1:00pm (PST)Register
04/08Thu12:00pm (PST)Register
1080: Insurance Form Setup & Billing
Learn how to customize CMS 1500 forms for particular billing needs. Then see how to fix missing or erroneous billing data before sending the paper claims to your printer.
1 Hour Class
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070

See available dates and times

DateDayTimeRegister
03/17Wed12:00pm (PST)Register
03/22Mon10:00am (PST)Register
03/26Fri1:00pm (PST)Register
03/31Wed12:00pm (PST)Register
04/05Mon10:00am (PST)Register
04/09Fri1:00pm (PST)Register
1090: Electronic Claim Setup & Billing
Learn how to set up an electronic destination, pull a pending charge report and fix missing or erroneous billing data. Then see how to generate an electronic claim file and manage your electronic files and reports.
2 Hour Class
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070

See available dates and times

DateDayTimeRegister
03/16Tue11:00am (PST)Register
03/24Wed8:00am (PST)Register
03/26Fri9:00am (PST)Register
03/30Tue11:00am (PST)Register
04/07Wed8:00am (PST)Register
04/09Fri9:00am (PST)Register
1100: Patient Ledger
Learn how to read and organize the patient ledger, modify transactions and print reports of account detail. Find how to individually customize your ledger view to best suit how you work.
2 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1060, 1070, 1080, 1090

See available dates and times

DateDayTimeRegister
03/15Mon9:00am (PST)Register
03/17Wed11:00am (PST)Register
03/25Thu11:00am (PST)Register
03/29Mon9:00am (PST)Register
03/31Wed11:00am (PST)Register
04/08Thu11:00am (PST)Register
1110: Posting Insurance Payments/ERAs
Learn how to post individual and group insurance payments, including working with allowed amounts, deductibles, coinsurance and write-offs. Then learn the beauty of electronic remittance files and how they can help you post payments much faster.
2 Hour Class
Who Should Attend: Office/Practice Managers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100

See available dates and times

DateDayTimeRegister
03/15Mon1:00pm (PST)Register
03/19Fri8:00am (PST)Register
03/23Tue11:00am (PST)Register
03/29Mon1:00pm (PST)Register
04/02Fri8:00am (PST)Register
04/06Tue11:00am (PST)Register
1500: Patient Statement Setup & Billing
Learn how to customize your statement form and then see the various options that will determine when a patient statement is to be generated and with what amount of account detail. Also, see how to print out a walk-out statement (receipt) for your patients.
1 Hour Class
Who Should Attend: Office/Practice Managers, Billers, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100

See available dates and times

DateDayTimeRegister
03/15Mon1:00pm (PST)Register
03/24Wed12:00pm (PST)Register
03/26Fri8:00am (PST)Register
03/29Mon1:00pm (PST)Register
04/07Wed12:00pm (PST)Register
04/09Fri8:00am (PST)Register
1510: Reports
Learn how to run various reports critical to analyzing your office's productivity. Review reports such as daily transaction sheet, accounts receivables, charges and payments, etc. See the beauty of using profiles so that your reports are pulled in a consistent manner each month.
2 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100, 1110, 1500

See available dates and times

DateDayTimeRegister
03/16Tue1:00pm (PST)Register
03/24Wed8:00am (PST)Register
03/26Fri1:00pm (PST)Register
03/30Tue1:00pm (PST)Register
04/07Wed8:00am (PST)Register
04/09Fri1:00pm (PST)Register
1520: Month-end Reconciliation
Learn how to use month-end utilities such as batch transfer, batch write-off and period close to reconcile your books for you and/or your accountant.
2 Hour Class
Who Should Attend: Office/Practice Managers, Billers, Collectors, Providers
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100, 1110, 1500, 1510

See available dates and times

DateDayTimeRegister
03/17Wed9:00am (PST)Register
03/31Wed9:00am (PST)Register
1530: Collections
Learn how to use various tools such as payment plans, collection letters, etc. to manage the in-house collections of your delinquent accounts.
2 Hour Class
Who Should Attend: Office/Practice Managers, Charge Posters, Billers, Payment Posters, Collectors
Recommended Prerequisites: 1010, 1020, 1040, 1070, 1080, 1090, 1100, 1110, 1500

See available dates and times

DateDayTimeRegister
03/16Tue9:00am (PST)Register
03/30Tue9:00am (PST)Register
1540: Communications & Reminders
Learn how the Organizer assists you in staying on top of your communications and tasks. Then see how to create, reply to and manage various types of communications.
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors, Nurses, Providers
Recommended Prerequisites: 1000, 1010

See available dates and times

DateDayTimeRegister
03/17Wed1:00pm (PST)Register
03/26Fri1:00pm (PST)Register
03/31Wed1:00pm (PST)Register
04/09Fri1:00pm (PST)Register
1550: Managing Documents
Learn how to use an optional tool available to scan important health care, patient or other practice-related documents into the system and how to file them to the appropriate place.
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 1000, 1010, 1040

See available dates and times

DateDayTimeRegister
03/18Thu9:00am (PST)Register
03/22Mon8:00am (PST)Register
04/01Thu9:00am (PST)Register
04/05Mon8:00am (PST)Register
1560: Electronic Eligibility
Learn how sending electronic eligibility requests will save you hours on the phone with your payers verifying patient insurance coverage information so you can focus on more important matters!
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists
Recommended Prerequisites: 1010, 1030, 1040, 1050

See available dates and times

DateDayTimeRegister
03/18Thu1:00pm (PST)Register
04/01Thu1:00pm (PST)Register
1570: Time Savers
Learn about our optional TimeSavers tool in order to run multiple tasks simultaneously such as billing and report generation (and even run them at off-peak operations times like when you're home sleeping!)
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: 1010, 1030, 1040, 1050, 1090, 1510

See available dates and times

DateDayTimeRegister
03/17Wed8:00am (PST)Register
03/31Wed8:00am (PST)Register
1580: Visitors
Learn how to track Visitors as they move throughout the various Places defined in your office. Discover how to pull reports that show the patient average wait times and average total time spent in your office per patient.
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Providers
Recommended Prerequisites: 1010, 1030, 1040, 1050

See available dates and times

DateDayTimeRegister
03/16Tue12:00pm (PST)Register
03/30Tue12:00pm (PST)Register
1590: Wait Lists & Recalls
Learn how the Wait List Manager can assist you in providing appointment opportunities when cancellations occur. Then discover how to use Recalls to manage patient appointments to ensure you and your patients don't forget any follow-up care.
1 Hour Class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Nurses, Providers
Recommended Prerequisites: 1010, 1030, 1050

See available dates and times

DateDayTimeRegister
03/19Fri1:00pm (PST)Register
03/25Thu8:00am (PST)Register
04/02Fri1:00pm (PST)Register
04/08Thu8:00am (PST)Register
1600: Electronic Superbills
Learn how to create an electronic superbill, how the provider should fill it in and send it to the billing department upon completion for posting. Then discover how the biller can return the electronic superbill to the provider with a message for clarification before sending the claim to the payer.
2 Hour Class
Who Should Attend: Office/Practice Managers, Charge Posters, Nurses, Allied Health Professionals, Providers
Recommended Prerequisites: 1010, 1030, 1040, 1070

See available dates and times

DateDayTimeRegister
03/19Fri1:00pm (PST)Register
03/23Tue8:00am (PST)Register
04/02Fri1:00pm (PST)Register
04/06Tue8:00am (PST)Register
1610: Electronic Prescriptions
Learn how to create prescriptions, enter current medications and allergies, review drug and allergy interactions, print prescriptions, use direct-to-pharmacy electronic prescribing and work with managed care formularies (including Medicare Part D).

Important Note: This class is scheduled on an "as needed" basis. If you do not see a class offering listed below, please contact our training department at 800.875.0480 x3 for scheduling.
2 hour class
Who Should Attend: Office/Practice Managers, Nurses, Allied Health Professionals, Providers
Recommended Prerequisites: You must first complete enrollment for our ePrescriptions feature and have completed the necessary system setup before attending this class. For enrollment please contact: 1-800-875-0480 option 4.

See available dates and times

Sorry, no classes are currently scheduled.
1620: Custom Elements and Sections
Learn how to create custom sections for a number of screens including patients, insurance coverages, providers, etc. using elements such as checkboxes, textboxes, list boxes, dates, option buttons and measurements. Discover how to have these items appear on all printed formats such as patient documents, statements, superbills, etc.
1 Hour Class
Who Should Attend: Office/Practice Managers, Providers
Recommended Prerequisites: 1000, 1010

See available dates and times

DateDayTimeRegister
03/16Tue8:00am (PST)Register
03/30Tue8:00am (PST)Register
1640: Differences between 3.x and 4.x
This class is intended for those clients who have updated from our 3.x version to our 4.x version. We will cover the key differences between these versions.

Important Note: This class is scheduled on an "as needed" basis and should be coordinated with your 4.x update. If you do not see a class offering listed below, please contact our training department at 800.875.0480 x3 for scheduling.
2 hour class
Who Should Attend: Office/Practice Managers, Schedulers/Receptionists, Charge Posters, Billers, Payment Posters, Collectors, Providers
Recommended Prerequisites: None

See available dates and times

Sorry, no classes are currently scheduled.
elligence is a software product of
Data Strategies Inc.
13475 Danielson, Suite 210
Poway, California 92064-8858

1-800-875-0480
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