Description: This passage is mainly about medical login. In this passage, the writer tells us how to log into Medical Billing and viewing the Dashboard step by step which is very helpful to us.
This passage is for workstation test and user login, before logging into advanced MD, advanced MD wants to test every computer that you want to run its software on to make sure that it has a few basic things set up, for example open up Internet Explorer, go to Advanced MD website by clicking up in the address bar and typing in WWW MD com and hit enter over on the right hand side.
Click on the user login link, and down below click on the workstation test link, you can see that there’s a list of tests that advanced MD wants to perform to make sure that it has these items here on your computer, to begin it click on the begin test button, and you may see a few pop-up windows depending on what you have installed on your computer or what you don’t have installed.
For example, one of the pop-up windows is saying that you have the PDF viewer installed in this computer, you need to have PDF as one of the requirements to at least view some of the reports, it asks me what I’d like to verify, make sure that it’s working correctly, and then this page will test your PDF viewer when you click OK.
I click OK, if the PDF comes up in this little pop-up window here and I can view it, and it says the PDF viewer test page, congratulations it is passed, I can close out and it will ask me if I could see the PDF document, I’ll say Yes and then it’ll tell me that all the tests are successful now, in some instances you may not have this Microsoft access snapshot viewer installed.
If it says that it’s not installed on your computer, you’ll see a little pop-up window and maybe a little tiny link that says click here to install, be sure that you click Yes and you click install anything that advanced MD asks you to install, because our goal here is to make sure that everything passes.
Next if you’d like to have advanced MD setup on your links toolbar here, so anytime you click it, it pulls you to login screen where you can do that, so first we’ll click on the logins and then once our test is finished, we can click on the client login link to go to the client login page, now when you close out of advanced MD, you open up your internet explorer.
You type in WWW on MD com, it always takes you to the home page, and then you have to click on the user log every time unless you want to set this up as one your default links on your links toolbar here, for example I’ll go up into the menu, click on favorites down to add favorites, the name of this page is by defaults log in, and I can delete it and type over it.
Maybe it’s AMD for advanced MD, select the links folder and then click OK, and then you can see that I’ve got my advanced MD link, so if I go to Google, the link takes me to Google, back to advanced MD I can bypass the home page and go to the user login screen to login, simply type in your username and your password.
Then it is also your office key and then click on advanced MD, every time you log into the software here, the first thing that you’re going to see is the dashboard which is cool, because it’s a basic overview about some of the things, for example in the first section here, anytime there’s a software update, you can either watch a preview video or download a PDF document to read more about those updates.
The center section here is any task that has been assigned to me, and you can see that I’ve got one outstanding one up at the top, that’s in red, if I want more information about the task, I can hover over it, and it will give me a pop-up note to explain that I have to pick up donuts tomorrow for the office party.
I can make changes to the tasks by simply double-clicking on it, and now if it’s not past due then I want to change the time, and make it maybe at five o’clock or six o’clock and then click OK, and then this will update, so it’s in black, so it’s not past due, if I need to view more information about the tasks, I can always click on the all tasks button and it pulls up the tasks screen.
You’ll learn more about this in the task training video, so I have completed the task, I pick up the donuts check, it marks that it removes it from my to-do list, and then if there’s anything else that’s past due, and apparently I hit that threshold that time, so now it’s changed from black to red, so now that task is past due, I can’t keep it up to date on my tasks.
We’ve got to our overview what they call key performance indicators or KPIs, we’re missing the K here but that’s fine, my accounts receivable shows me that I have $15,000 plus in 120 day bucket, I need to work on it, down below I can get more nitty gritty including the month to date on things listed here, such as charges payments and refunds.
If I need to know how they get this number on the refunds a negative 1891, go ahead and click on it, it’ll pull up a help menu, here you have a lot of details to read through but I can scroll down quickly, and we can see how the number is derived and it tells me that all payments that have been applied to a refund charge code and have been posted in the reporting period are totaled.
So all payments that have been posted as refunds with the procedure code tied to him, now I get a few other columns here, that are obvious last month to date, I don’t have any visits last month, but the last month before it was three, and I have other columns here, such as last month date what I did last month and the percentage of last month versus what I’m doing now and the percentage of last month.
Now if I want to change, the only thing that I can change here is last month to date and I can change that too, and I get two choices, I can either have this now last month date or I can change it to last, I can either change it to the month of last year or I can either change it to the same month of last year.
To do that you can go up under the utilities menu down to system defaults, you can go up to the utilities down to system defaults, and then over on the left hand side is your dashboard, now the system defaults, we get a training article for that, so you’ll want to read that as well, but you can see here when I click on it over in the right section, I can change it to month last year or leave it as last month.
I can go ahead and close out of that, down below we also have a financial health tab that lets me know as far as the unbuild charges go, I’ve got ten of them and if I click on the link, it’ll give me more information about it, and if I click on the link, it’ll pull me, and if I click on the link, it’ll give me more information about it.
I can also go to my claims Center by clicking on the green button up at the top, and it will show that I have 10, on my unbilled screen you can see up at the top there it is ten on builds and they’re all listed here for me to fix, you’re going to learn about all this, it’s cool now.
If you don’t want certain people when they log in to see your financial here, you can do that by changing their roles setup, for example go up under the utilities menu down to rules setup, and over to the left hand side I’m going to select the administrator, because that’s what I have logged in as an administrator.
You can see down below that I have KPIs, I can view them simply, uncheck it, click Save and close out, next time I log in as an administrator role, I won’t see these KPIs or the accounts receivable, finally you can close out of your dashboard here.
If you ever need to pull it up, go up into the file menu down to dashboard and this will also refresh, so if there are any other tasks assigned to you recently, simply pull back up and they’ll be listed there.