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WHAT: Lunch & Learn Webinar Series - AI Tips for Task Management
WHEN: Thursday, September 25, at 2:00-2:30 PM PST and 3:00-3:30 PM PST

Discover practical AI tools and tips to simplify your to-do list, keep track of priorities, and work more efficiently.
Learn how to use AI to stay organized and accomplish more in less time. Click here to register.


We use Lab Nexus for clients such as CTON and Vitae to confirm if we are seeing the correct procedures in the requisition form and the manifest.
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Lab Nexus
medical records
portal
Vitae
The Vitae Web Access is an Excel sheet containing some insurance websites' username and password. We need this to check online for patient’s eligibility and claim status. Some websites also provide other essential documents such as the EOB.
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Vitae
web access
Detailed guide and template for recording and tracking work related to accounts receivable (AR) management at Vitae Diagnostics. It outlines the necessary sections to be filled out, including workload information, claim status information, charge entry information, AR information, and quota points information. The purpose of the logsheet is to ensure accurate documentation of tasks performed, actions taken on claims, and the calculation of quota points based on the work completed.
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AR
AR Logsheet
quota
quota logsheet
Vitae
Vitae Lab performs laboratory exams upon the request of different referring providers from various places.
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referring provider
RPH
Vitae
This handout is about the 3 main and usual TRA’s that we indicate during charge entry for Vitae.
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charge entry
procedure codes
TRA
Vitae
Insurance tags or flags are letters or numbers that show important details about a claim. They can indicate the current status (denied or paid), actions needed (ready for sending or patient collection), actions already taken (sent or on hold), and specific denial reasons (like eligibility issues).
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insurance flags
tags
Vitae
Please download and read the resource. If you have any clarifications about the content, please feel free to ask us. Thank you.
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bcbs
BCBSNY
BLUE CROSS BLUE SHIELD
claims routing tool
out of state
SCCIPA
SCFHP
SPLIT PLAN
Please download and read the resource. If you have any clarifications about the content, please feel free to ask us. Thank you.
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BSCAL
denial
denied by IPA and HP
denied by HP and IPA
guidelines
HEALTH NET
health plan
HMO
HP
IPA
medical group
Please download and read the resource. If you have any clarifications about the content, please feel free to ask us. Thank you.
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flags
Inspire
insurance tags
tags
Please download and read the resource. If you have any clarifications about the content, please feel free to ask us. Thank you.
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appeal
BHP
BMG
CALLINS
CALLUS
CI
CLMSTAT
CMG
CORR
DENTRA
elig
EOB
LIMIT
NCOF
NOTE
R1
R1OA
R2
RFFA
RP
TERM
TRA
transaction code
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