Deidre Lawson – Product Manager October 2014 Release Release 2 Presented By: Deidre Lawson – Product Manager

AGENDA Release Highlights: Reports Admin Tools – Vendor Record Data Miner Configuration Sharing Clean Claim CBO Report and Charts Scheduling Allowed Indicator Admin Tools – Vendor Record New Change Log Default Customer Setting Default Tasks Default User Classes Required Fields Setting Admin Tools – Customer Record Auto-Complete Claims control Auto-Create Secondary – Exclude Denials control Statement Mgr Selection and List View changes Customer Search List EDI Status Column Rules Hard Coded Rule IDs Task Manager Scheduled Reports Print Task List Bill, Check, and Claim Task Changes Customer and Payer List Changes Claim Manager Auto-Complete Claims Auto-Create Secondary – Exclude Denials Statement Manager New Statement Status - DECLINED Statement Mgr Selection and List View changes Eligibility Manager New Print List features ERA & Denial Manager New Manage Codes Category

COMING SOON Enrollment Manager!! This application will allow you to: Add enrollment records to submit to Practice Insight and attach electronic forms Add enrollment records to track enrollments sent directly from the provider to the payer Track the status of all open enrollments and use search criteria to narrow down results Attach electronic forms and comments to all enrollments Complete paperless enrollments from within the product instead of navigating to multiple websites Enrollment Manager Webinars Tuesday, October 7th at 11am CT Wednesday, October 15th at 2pm CT

COMING SOON NEW! Issue Manager!! Highlights: Issue Manager Webinars Processes to route to designated departments automatically Forms to make required information for types of issues easy to enter New categories to make assessment more granular New Processes to control division of issues and form production Issue Manager Webinars Coming Soon!

RELEASE REMINDER Release Dates: Release Round 1: October 5th 2014 (Servers 1, 2, 4, 5, demo) Release Round 2: October 12th 2014 (all others) Final Notes were distributed via listserv on Sept 23rd 2014. Release Webinars Sept 25th and 30th. Recordings available on www.practiceinsight.net/webinars

QUESTION AND ANSWER Specific Issue Questions? PI Support – support@practiceinsight.net General Release Questions? Product Mgmt – productmgr@practiceinsight.net Training Questions/Requests? Training – training@practiceinsight.net Webinar/Documentation Needs? Marketing – marketing@practiceinsight.net Call us! (713) 333 - 6000