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Synopsis

This class is designed to give Elite users independence in making modifications to their existing Superbills and Elite Bill and Proforma templates. Students will be given a clear understanding of the role of each template in the proforma/bill generation process. Part of the class focus will be spent on review of bill and proforma style along with time and cost detail and summary design. This hands-on class will allow the student to make changes to existing bill and proforma templates to create a modified or brand new template. Time will be spent on reviewing detail and summarized time and cost loop design with students creating new loops as well as modifying existing ones.

The student will be provided with the system documentation for template functions and examples. Superbill, bill and proforma template examples will be given to the class, but students are encouraged to bring samples of their existing templates.

This class is designed for billing department or IT personnel who are responsible for maintenance of and/or changes to the bill and proforma templates on their Elite system. A working knowledge of the Elite billing cycle is required for this class; knowledge of Elite's bill and proforma templates and functions is helpful, but not required.

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Course Feedback

"The class helped clarify some fuzzy areas- I feel that I can now enhance our tempalates using some of this knowledge."
Cathy Betenia
Schiff, Hardin & Waite
Chicago, IL

"I had no template training prior to this class and I felt comfortable with the pace."
Candie Bartley
Von Briesen & Roper, S.C.
Milwaukee, WI

"I needed to learn more on proforma templates and the class was perfect for that."
Chad Curry
Sidley Austin Brown & Wood
Chicago, IL