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Tips and Tricks of
Elite Templates
Sample Agenda
Overview
- The Elite Templates: Proforma, Bill and Superbill
- What is a Superbill?
- Where Do Visbills Come In?
- Elite Template Documentation: The Good, The Bad and The Ugly
Bill Templates: Everybody's Got One
- Elite Bill Templates
- What They Used To Do and What They Do Now
- Functions and Types
- Function Name
- Line Type
- Description
- Template Type
- Overview of Functions List
- Time and Cost Loops
- Overview of Available Loops
- What if I Need Something Else?
- Starting a New Template
- Why You Want to Start with an Existing Template
- Inserting Functions
Proforma Templates: Not Just for Proformas!
- Functions and Formats
- Name, Formats, Function Types, Description
- Overview of Functions List
- Page Layout and Formatting
- Using Notepad and Brackets
- Bolding and Underlining
- Keys and Loops
- Inserting and Using a Key
- Loops: Time, Cost, Ledger, Page
- More Loops: Historical, Year-to-Date, Other Loops
- Starting a New Template
- Basic Loops
- Design of Time Loop
- Design of Cost Loop
- Design of Joint Loop
- Summarized Loops
- Time Summarized by Timekeeper
- Cost Summarized by Cost Code
- Joint Summarized by Matter
Stored Programs: What if I Still Can't Get What I Want?
- Examples of Stored Programs
Adding Speed to Your Proforma Run
- Incorporating Decision Making Into Your Templates
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"The class helped clarify some fuzzy areas- I feel that I can now enhance our tempalates using some of this knowledge."
Cathy Betenia
Billing Coordinator
Schiff, Hardin & Waite
"I had no template training prior to this class and I felt comfortable with the pace."
Candie Bartley
Von Briesen & Roper, S.C.
"I needed to learn more on proforma templates and the class was perfect for that."
Chad Curry
Sidley Austin Brown & Wood
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