Course Information

Patient Financial Services Staff Courses

Patient Inquiry is the prerequisite for every course.

Training Manuals are available on the Job Aid/Manuals Page

Enterprise Task Manager (ETM)

Patient Financial Services and IEP staff only.
Enterprise Task Management (ETM) is an application designed to improve the work flow within Flowcast products. ETM focuses on units of work that require human intervention and automatically routes units of work to the appropriate users in Web GE Centricity. This training is part in class and part operational training.  
Duration:1 Day  

Patient Inquiry

Introduces the user to the GE Centricity Business system. Provides navigational instruction and inquiry into patient appointments, demographic, insurance, referral and invoice related information.
Duration:2 hours   

This course is available anytime on-line.

Paperless Collection System (PCS)

Patient Financial Services and IEP staff only.
This course is designed to train PFS staff in the use of PCS workfiles; a claim tracking and follow up tool.
Duration: ½ day  

Post Receipts

Patient Financial Services and IEP staff only.
Provides training for posting payments to patient accounts.
Duration: 2 days  

Precision Business Intelligence (PBI)

Introduction to the GE Centricity Business decision support and reporting tool.
Duration: 3 hours

Registration Add/Edit

Registration staff, PFS and IEP staff only.
Instructs users on registering and updating patient accounts in the GE system. This course also includes Patient Inquiry.
Duration: 2 days

Yale Medical Group Courses for Clinical Department Staff

Patient Inquiry is the prerequisite for every course.

Patient Inquiry

Introduces the user to the GE Centricity Business (formerly IDX Flowcast) system. Provides navigational instruction and inquiry into patient appointments, demographic, insurance, referral and invoice related information.
Duration: 2 hours  

This course is also available anytime online.

Precision Business Intelligence (PBI)

Introduction to the GE Centricity Business (formerly IDX Flowcast) decision support and reporting tool.
Duration: 3 hours

Provider Schedules (View Only) On-line

Allows users to view scheduling provider's schedules without having access to edit the provider's schedule.
Duration: 10 Minutes

This course is available anytime online.

Referrals – Character Cell and WEB

This is an application that collects and stores referral information, compares services with referral limits and produces reports about referral usage. User will learn to enter and maintain referrals.
Duration: ½ day

Scheduling Add/Edit – WEB

Teaches the user to schedule, view and manage patient appointments as well as create and/or update quick registrations of patient accounts.   The scheduler and clinical departments can also produce reports based on the information stored in the system.
Duration: 1 day  Download Manual

Scheduling Add/Edit Refresher – WEB

This class is designed to remind users of some of the many activities available to them within the application that can make scheduling more efficient in your office. Tips and tricks that allow for scheduling patient appointments with greater ease will also be presented. Reporting will also be covered.
Duration:   Manual will be provided

Scheduling Maintenance – WEB

Designed for clinical staff responsible for maintaining provider’s daily schedules. Must be an experienced scheduler.
Duration: 1 day

TES Charge Entry – Character Cell and WEB

This is a front-end transaction suspense system designed to capture, evaluate, and extract charge and claim transactions into the GE Centricity Business (formerly IDX Flowcast) Billing and Accounts Receivables (BAR) system.
Duration: 2 days