Facebook LinkedIn Twitter
 


















  Tips and Tricks of
Elite Templates

Sample Agenda

Overview
  1. The Elite Templates: Proforma, Bill and Superbill
    • What is a Superbill?
    • Where Do Visbills Come In?
  2. Elite Template Documentation: The Good, The Bad and The Ugly
Bill Templates: Everybody's Got One
  1. Elite Bill Templates
    • What They Used To Do and What They Do Now
  2. Functions and Types
    • Function Name
    • Line Type
    • Description
    • Template Type
    • Overview of Functions List
  3. Time and Cost Loops
    • Overview of Available Loops
    • What if I Need Something Else?
  4. Starting a New Template
    • Why You Want to Start with an Existing Template
  5. Inserting Functions
Proforma Templates: Not Just for Proformas!
  1. Functions and Formats
    • Name, Formats, Function Types, Description
    • Overview of Functions List
  2. Page Layout and Formatting
    • Using Notepad and Brackets
    • Bolding and Underlining
  3. Keys and Loops
    • Inserting and Using a Key
    • Loops: Time, Cost, Ledger, Page
    • More Loops: Historical, Year-to-Date, Other Loops
  4. Starting a New Template
    • Dates
  5. Basic Loops
    • Design of Time Loop
    • Design of Cost Loop
    • Design of Joint Loop
  6. 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?

  1. Examples of Stored Programs
Adding Speed to Your Proforma Run
  1. Incorporating Decision Making Into Your Templates