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Jordan O'Dell
October 14, 2022

Guarantor Preferences

Jordan O'Dell
October 14, 2022

Please follow these steps to help with the Guarantor issues we have been seeing.

CPM Preferences/Conversations - Guarantor
Jordan O'Dell
October 14, 2022

Temporary Insurance

Jordan O'Dell
October 14, 2022

Health Plan information gathered in the acute setting will populate to the Temporary Profile. These plans will need to be associated to the appropriate profiles (i.e. Commercial, Hospital, etc.)

Temporary Insurance Profile
Jordan O'Dell
September 27, 2022

CPM Reporting

Jordan O'Dell
September 27, 2022

This job aid will walk you through the steps for running and printing reports.

Practice Management Clerk - Reporting
Jordan O'Dell
August 17, 2022

CPM/Revenue Cycle Reporting Errors

Jordan O'Dell
August 17, 2022

If you run into any issues with Revenue Cycle, follow this guide to help expedite your ticket process.

CPM Reporting Errors
Jordan O'Dell
August 17, 2022

TTUHSC CPM/Revenue Cycle Manual

Jordan O'Dell
August 17, 2022

This document is your complete guide to Revenue Cycle. Use this as a tool to help you get through the basic functionality of Revenue Cycle.

Note, this document will be updated when new features are implemented or if workflow changes.

The other items in this section, “Revenue Cycle” on Putter, will break everything down into more manageable pieces.

CPM Manual
Jordan O'Dell
August 17, 2022

Setting up Preferences

Jordan O'Dell
August 17, 2022

Use this guide to help you walk through setting up Preferences.

Key points to remember:

  • Instead of putting TTP - Family Medicine Clinic (like we did in training), search for your clinic.

  • Don’t forget to hit Apply after every section that allows you to.

CPM Preferences
Jordan O'Dell
August 17, 2022

CPM/Revenue Cycle Basic Terminology

Jordan O'Dell
August 17, 2022

This guide will explain key definitions for basic terminology for the new Rev Cycle system.

CPM Basic Terminology

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