WQs and System Actions
Going Onsite/Time Management
Building Customer Relationships
Graph Package
General Ledger
100
The most common way to process account workqueues.
What is HB nightly processing?
100
This is where you store your airline and hotel preferences and rewards numbers.
What is your travel profile?
100
Politics, Sports, Religion, Dirty Jokes
What are inappropriate talking points with a customer? (Bonus 100 points if you remember Shon's example :-))
100
This is the number of days worth of charges not yet resolved.
What are AR Days?
100
Money that an organization has earned (by performing a service) but has not yet received.
What is Accounts Receivable (A/R)?
200
Account, Bucket, and Guarantor
What are the three types of System Actions?
200
This is abbreviated as TMS.
What is a Time Management System?
200
This is done by reviewing the purpose, previous follow-up tasks, and anticipating questions that you may be asked.
How do you prepare for a customer call?
200
These metrics are benchmarks taken from the legacy system averages to compare against after go-live.
What are baselines? Examples - AR Days, AR Dollars, Charges, Payments, Adjustments, Bad Debt
200
This is the master file that houses general ledger patterns.
What is HGL?
300
This is where you can easily see if your system actions have finished processing and how many records were acted on.
What is the System Monitor Report?
300
You review this so you don't miss your flight, carpool, nor get on the travel department's bad side.
Why should you review your travel itinerary?
300
These should not be too fluffy, nor contain sarcasm.
What is an effective email?
300
This is the amount sitting in A/R passed Min Days that has not been final billed.
What is CFB (Candidate for Bill)?
300
These two types of procedures are stored as negative numbers within Epic.
What are payments and credit adjustments?
400
This is where the list of system actions sorted by priority is stored.
What is the service area record?
400
These are 3 common reasons for TS to go onsite.
What are TS Onsite Trips, Go-Live Support, Upgrade Support? (Also accept Immersion Trip, Post-Live Visit, and other project support)
400
These are two things that you can do to establish yourself with your customer.
What are consistency and sense of ownership? (Also accept knowing your customer and knowing when & how to apologize.)
400
These are three of your responsibilities for preparing for your customer's graph package call each week.
What are reviewing the GP prior to the call, pointing out areas of concern, being ready to take questions, and finding a backup if you're going to miss the call?
400
DAILY DOUBLE! A patient came in for a single charge service. The estimated price was for $500. The patient paid a pre-payment of $200 before he left the office. The physician did not feel that his work was optimal, so the patient was only charged $150, so a $50 refund was applied to the patient's account. What is the net effect of this scenario as it relates to the general ledger? Show your work using a T chart.
DAILY DOUBLE! A/R 0 Cash 200 Revenue (150) A/P (50)
500
The global that stores information about account workqueues.
What is ^KHYQUE?
500
These are the key dimensions of a TMS
What are Discipline & Habits, Platform, and Prioritization?
500
This is what to use if Shon's guidelines fail you.
What is common sense?
500
This is the source of all of the information presented in the graph package.
What is the revenue management report?
500
These are two of our three standard report templates available in Reporting Workbench that are related to the General Ledger.
What are the General Ledger Report with Flexible Grouping and the General Ledger String Transaction Detail templates? (Or General Ledger Summary Report)
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